Permissions for Resource Optimizer Lightning Component

These permissions are for the Resource Optimizer Lightning component.

Permission Set

The PSA - Match and Assign Resources with Optimizer permission set contains all the standard permissions that are detailed in this topic.

Set up a permission control with the following permissions selected, as required.

Permission

Permission

Description
Staffing Control The permissions required to assign resources to resource requests.

The following object permissions are relevant.

Object Permissions

Object Access Mandatory
Assignment Read Yes
Contact Yes
External Jobs Read, Create, Edit, Delete No
Holiday Read Yes
Opportunity No
Project No
Region, Practice, Group No
Resource Request Read, Edit Yes
Resource Skill Request Read No
Schedule Read, Create, Edit Yes
Schedule Exception Read, Create Yes
Skills and Certifications Read No
Skill Rating No
Team Schedule Slots No
Team Schedule Slot Types No
Work Calendar Yes

The following tab access is required.

Tab Access

Tab Access Mandatory
Resource Optimizer Yes No

The following field permissions are relevant. Permissions are also required for any custom fields.

Field Permissions

Object Field Access Mandatory
Assignment End Date Read Yes
Resource
Schedule Read, Edit
Start Date Read
Contact Group No
Is Resource Yes
Is Resource Active
Name
Practice No
Region
Resource Role
Work Calendar Yes
Region, Practice, Group Name No
Resource Request Assignment Read, Edit
  End Date Read Yes
Group No
Opportunity
Practice
Preferred Schedule Read, Edit Yes
Project Read No
Region
Resource Read, Edit Yes
Resource Held
Resource Role Read No
Requested Hours Yes
Start Date
Suggested Resource No
Resource Skill Request Desirable
Match All
Minimum Rating Yes
Resource Request
Skill Name No
Skill Rating Rating
Work Calendar Sun-Sat Hours Yes

The following Apex class access is required.

Apex Class Access

For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.

Apex Class Access Description Mandatory
CustomSettingController Yes Used to determine initial Intelligent Staffing settings Yes
LoadFieldSet Used to determine custom columns to display No
LookupSearchController Used for lookups, such as Project, Opportunity, RPG Yes
MatchQualityController Used to handle the match quality hover detail
ResourcingAssignmentSchedController Used when holding/assigning resources.
ResourceOptimisationController Used to run Resource Optimizer
ResourceSkillRequestController Used for skills
RM_ContactCardAvailabilityController Used for the Contact Card
RM_HoverDetailsController Used to display hover details
ExternalJobResource Used for off-platform Optimizer. No