Permissions for Adding Milestones from a Template
These permissions are for the Add Milestones from Template Lightning window.
Ensure that the following object and field permissions are assigned to the relevant users to enable them to use the Add Milestones from Template Lightning functionality.
Object |
Fields |
Permission |
---|---|---|
Project | Create, Read | |
Is Template | View | |
Start Date | ||
Milestone | Create, Read | |
Name | Edit | |
Target Date | ||
Project | ||
Milestone Amount | ||
Currency ISO Code | ||
Risk | Create, Read | |
Risk Name | Edit | |
Date Raised | ||
Project | ||
Milestone |