Permissions for the PSA Actions: Project Creation Lightning Component

These permissions are for creating a project from an existing project, a template, or an opportunity using the PSA Actions: Project Creation Lightning component.

Note:

Ensure users creating a project from an existing project or template have Read permission for the workspace or other app page that contains the component.

When creating a project from an opportunity, further permissions are required as well as the ones listed below. For more information, see Additional Permissions Required for Creating a Project from an Opportunity.

Object Permissions

The following object permissions are relevant.

Object Permissions
Object	Access	Mandatory
Assignment	Create, Read	Yes
Assignment Milestone
Assignment Project Methodology
Assignment Project Phase
Budget
Group	Read
Milestone	Create, Read
Practice	Read
Project	Create, Read
Project Location
Project Methodology
Project Phase
Project Task
Project Task Assignment
Project Task Dependency
Region	Read
Resource Request	Create, Read
Schedule
Schedule Exception
Risk

Field Permissions

The following field permissions are relevant to the objects shown. Additional permissions are required for any custom fields defined in the Create Project Personal custom setting field sets for the relevant objects. For more information, see Create Project Personal Custom Setting.

Object	Field Name	Access	Mandatory
Assignment	Bill Rate	View, Edit	Yes
	Cost Rate Amount
	Currency
	Daily Bill Rate
	Is Billable
	Milestone
	Name
	Project
	Resource
	Role
	Schedule
	Show Assignment Methodology Only
	Show Assignment Milestone Only
	Show Assignment Phases Only
	Use Resource Default Cost Rate
Assignment Milestone	Assignment	View, Edit	Yes
Assignment Milestone	Milestone	View, Edit	Yes
Assignment Project Methodology	Assignment	View, Edit	Yes
Assignment Project Methodology	Project Methodology	View, Edit	Yes
Assignment Project Phase	Assignment	View, Edit	Yes
Assignment Project Phase	Project Phase	View, Edit	Yes
Budget	Amount	View, Edit	Yes
	Effective Date
	Name
	Project
	Status
	Type
Milestone	Actual Date	View, Edit	Yes
	Amount
	Currency
	Name
	Project
	Target Date
Project	Action: Update Current Time Period	View, Edit	Yes
	Currency
	Group
	Is Active
	Is Billable
	Name
	Notes	View	No
	Opportunity Owner	View, Edit	Yes
	Owner
	Planned Hours
	Practice
	Region
	Start Date
	Template	View	Yes
	Time Credited	View, Edit	Yes
	Time Excluded	View, Edit	Yes
Project Location	Currency	View, Edit	Yes
	Name
	Project
Project Methodology	Currency	View, Edit	Yes
	Name
	Project
Project Phase	Currency	View, Edit	Yes
	Name
	Project
Project Task	Duration Unit	View, Edit	Yes
	Name
	Order
	Parent Task
	Project
Project Task Assignment	Assignment	View, Edit	Yes
	Project Task
	Resource Request
Project Task Dependency	Dependency Display Units	View, Edit	Yes
	Dependent Task
	Lag Time Hours
	Preceding Task
	Type
Resource Request	Assignment	View, Edit	Yes
	Currency
	End Date
	Group
	Milestone
	Notes
	Opportunity
	Percent Allocated
	Planned Bill Rate
	Practice
	Preferred Schedule
	Project
	Region
	Requested Bill Rate
	Requested Hours
	Request Priority
	Resource
	Resource Role
	Start Date
	Status
	Suggested Resource
Risk	Currency	View, Edit	Yes
	Name
	Project
Schedule	End Date	View, Edit	Yes
	Friday Hours
	Monday Hours
	Saturday Hours
	Start Date
	Sunday Hours
	Thursday Hours
	Tuesday Hours
	Wednesday Hours
Schedule Exception	Date	View, Edit	Yes
	End Date
	Exception Hours
	Friday Hours
	Monday Hours
	Saturday Hours
	Schedule
	Sunday Hours
	Thursday Hours
	Tuesday Hours
	Wednesday Hours

Apex Class	Access	Description	Mandatory
AsyncApexJobProgressController	Enabled	Used to track the async Apex job that creates the related records.	Yes
CPFT_CreateProjectController	Enabled	Used to create the project.	Yes
CPFT_RecordAccordionController	Enabled	Used when retrieving information about the related records that are created.	Yes
LookupSearchController	Enabled	Used when retrieving lookups for a field.	Yes
PT_ProjectSearchGridController	Enabled	Used to find a template project.	Yes

Object	Access	Mandatory	Notes
Opportunity	Read	Yes	If the create project with no opp update permission configuration option is set to true, you only need Read permission for the Opportunity object and opportunity fields and for the Opportunity Product object and Added to Project field. If set to false, you need Edit permission for the Opportunity object and Primary Project field and for the Opportunity Product object and Added to Project field.
Opportunity Product	Read	Yes

Object	Field	Access	Mandatory	Notes
Milestone	Opportunity Product	Edit	Yes	Only mandatory if you are adding milestones from opportunity products.
Opportunity	Account Name	View	Yes	If the create project with no opp update permission configuration option is set to true, you only need Read permission for the Opportunity object and opportunity fields and for the Opportunity Product object and Added to Project field. If set to false, you need Edit permission for the Opportunity object and Primary Project field and for the Opportunity Product object and Added to Project field.
	Group
	Practice
	Primary Project
	Region
Opportunity Product	Added to Project	View, Edit	Yes
	Is Services Product Line	View
	Name
	Service Date
	Total Price

Permissions for the PSA Actions: Project Creation Lightning Component

Additional Permissions Required for Creating a Project from an Opportunity

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