SECTIONSAssigning Multiple Resources to Project Permissions
These permissions are for the Assign Multiple Resources to Project Lightning window.
PSA Winter 2023 Permissions
Ensure that the PSA - Manage Project Assignments permission set is assigned to the relevant users to enable them to use the Assign Multiple Resources to Project Lightning functionality.
Following are the permissions required for using the skills filter.
Apex Class Access
The following Apex class permissions are required.
| Type | Apex Class Name | Access | Mandatory |
|---|---|---|---|
| Apex Class Access | SObjectController | Enabled | Yes |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.
Object Permissions
The following object permissions are required.
| Type | Object Name | Read Access | Edit Access | Mandatory |
|---|---|---|---|---|
| Object Permission | Resource Skill Request | Yes | Yes |
Field permissions
The following field permissions are required on the objects shown.
| Type | Object Name | Field Name | Read Access | Edit Access | Mandatory |
|---|---|---|---|---|---|
| Field Permission | Resource Skill Request | Match All | Yes | Yes | |
| Minimum Rating | Yes | Yes | |||
| Skill Set | Yes | Yes | |||
| Skill Set Skill | Rating | Yes | Yes |
PSA Spring 2021 Permissions
Ensure that the following Apex class access, tab access, object, and field permissions are assigned to the relevant users to enable them to use the Assign Multiple Resources to Project Lightning functionality.
Apex Class Access
The following Apex class permissions are required.
| Type | Apex Class Name | Access | Mandatory |
|---|---|---|---|
| Apex Class Access | LoadFieldSet | Enabled | Yes |
| LookupSearchController | |||
| ResourcingAssignmentSchedController | |||
| ResourceSelectionListController | |||
| SkillSetController |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.
Tab Access
The following tab permission is required.
| Type | Tab Name | Access | Mandatory |
|---|---|---|---|
| Tab Access | Project | Available | Yes |
Object Permissions
The following object permissions are required.
| Type | Object Name | Read Access | Edit Access | Mandatory |
|---|---|---|---|---|
| Object Permission | Assignment | Yes | Yes | Yes |
| Contact | Yes | Yes | ||
| Group | Yes | Yes | ||
| Holiday | Yes | Yes | ||
| Milestone | Yes | Yes | ||
| Practice | Yes | Yes | ||
| Project | Yes | Yes | ||
| Region | Yes | Yes | ||
| Schedule | Yes | Yes | Yes | |
| Skill Certification Rating | Yes | No | ||
| Skill | Yes | No | ||
| Skill Set | Yes | No | ||
| Skill Set Skill | Yes | No | ||
| Utilization Engine | Yes | No | ||
| Work Calendar | Yes | Yes |
Field permissions
The following field permissions are required on the objects shown.
| Type | Object Name | Field Name | Read Access | Edit Access | Mandatory |
|---|---|---|---|---|---|
| Field Permission | Assignment | Billable | Yes | Yes | Yes |
| Bill Rate | Yes | Yes | Yes | ||
| Cost Rate Amount | Yes | Yes | Yes | ||
| Milestone | Yes | Yes | Yes | ||
| Planned Bill Rate | Yes | Yes | Yes | ||
| Planned Hours | Yes | Yes | Yes | ||
| Project | Yes | Yes | Yes | ||
| Resource | Yes | Yes | Yes | ||
| Role | Yes | Yes | Yes | ||
| Schedule | Yes | Yes | Yes | ||
| Use Resource Default Cost Rate | Yes | Yes | Yes | ||
| Contact | Group | Yes | Yes | ||
| Is Resource | Yes | Yes | |||
| Is Resource Active | Yes | Yes | |||
| Practice | Yes | Yes | |||
| Region | Yes | Yes | |||
| Resource Role | Yes | No | |||
| Salesforce User | Yes | Yes | |||
| Work Calendar | Yes | Yes | |||
| Milestone | Project | Yes | No | ||
| Project | Account | Yes | No (for Worked With filter) | ||
| Active | Yes | Yes | |||
| Allow Expenses Without Assignment | Yes | Yes | |||
| Allow Timecards Without Assignment | Yes | Yes | |||
| Billable | Yes | Yes | |||
| End Date | Yes | Yes | |||
| Group | Yes | Yes | |||
| Practice | Yes | Yes | |||
| Region | Yes | Yes | |||
| Start Date | Yes | Yes | |||
| Schedule | Scheduled Hours | Yes | Yes | Yes | |
| Skill and Certification Rating | Rating | Yes | No (for Skills filter) | ||
| Work Calendar | Monday Hours | Yes | Yes | ||
| Tuesday Hours | Yes | Yes | |||
| Wednesday Hours | Yes | Yes | |||
| Thursday Hours | Yes | Yes | |||
| Friday Hours | Yes | Yes | |||
| Saturday Hours | Yes | Yes | |||
| Sunday Hours | Yes | Yes |