Assign Resource to Project Permissions

These permissions are for the Assign Resource to Project Lightning window.

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 Resource to Project Lightning functionality.

PSA Spring 2021 Permissions

Apex Class Access

The following Apex class permissions are required.

Type	Apex Class Name	Access	Mandatory
Apex Class Access	CustomSettingController	Enabled	No Note: Although not mandatory, if this Apex class permission is not assigned, the scheduling strategy defaults to Calculate End Date, Level Schedule in the Assign Resource to Project window irrespective of the value set in Default Scheduling Strategy.
	LoadFieldSet		Yes
	LookupSearchController
	ResourcingAssignmentSchedController

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
	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	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
	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