Permissions for Adding Project Tasks from a Template
These permissions are for the Add Project Tasks 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 Project Tasks from Template Lightning functionality.
Opening the Add Project Tasks from Template Window
Object |
Fields |
Permission |
---|---|---|
Project | Read | |
Is Template | View | |
Total Number of Tasks | ||
Project Task | Create, Read | |
Name | Edit |
Adding Project Tasks from Templates
Object |
Fields |
Permission |
---|---|---|
Project Task | Create, Read | |
Name | Edit | |
Parent Task | ||
Project | ||
Order | ||
Hierarchy Depth | ||
Duration Unit | ||
Project Task Assignment | Create, Read | |
Project Task | Edit | |
Project Task Dependency | Create, Read | |
Dependent Task | Edit | |
Preceding Task | ||
Lag Time Hours | ||
Dependency Display Units | ||
Type | ||
Milestone | Create, Read | |
Name | Edit | |
Target Date | ||
Project | ||
Milestone Amount | ||
Actual Date | ||
Currency ISO Code | ||
Holiday | Read |