About Staffing Permission Controls

Staffing permission controls enable you to set permissions to staff resources on the specified regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects..

To make staffing decisions, users must be assigned the necessary staffing permissions for projects and resources as shown in this table.

Staffing Permission Control For Projects For Resources
Region or Practice or Group
Project  
Resource  

To apply the Staffing permission control to Resource and Project Planners, set the Edit Requires Staffing Permission custom field to true in the Resource and Project Planners Settings and Preferences custom setting. When this field is set to true, the Staffing permission controls the ability to edit assignments or resource requests in the respective planner.

Notes:
The Salesforce Staffing page and the Staffing API require the Staffing permission control to create new assignments or resource requests. The Staffing permission control does not restrict editing of assignments or resource requests in the Salesforce Staffing page or the Staffing API.