Permission Control Settings

You can use custom settings to grant limited permissions after timecardClosed A mechanism for logging time against a project or an assignment. and expenseClosed A record of expenses incurred by resources assigned to a project or opportunity. submission and before approval. This facilitates the timecard and expense reportClosed A mechanism for charging expenses incurred to a project or an assignment. approval process without the need for an explicit permission controlClosed Determines whether a single user has permission to carry out specific tasks in PSA.. To use this feature, edit the following fields in the Permission Control Settings custom setting to match your organization's needs:

Field Description

Default
Allow Limited Exp Report Edit Post Submit Indicates whether a user can update a field in Expense Field White List Post Submit, when a record has been submitted, but before it has been approved. You can use this option when managers are to approve records but not have permission to a resource's records. true
Allow Limited Expense Entry Post Submit Indicates whether a user can update a field in Expense Field White List Post Submit, when a record has been submitted, but before it has been approved. You can use this option when managers are to approve records but not have permission to a resource's records. true
Allow Limited TC Header Edit Post Submit Indicates whether a user can update a field in TC Header Field White List Post Submit and TC Header pse__ Field White List Post Submit when a record has been submitted but before it has been approved. This is useful in cases where managers need to approve records but shouldn't have entry permission for resources. true
Default Record Limit Maximum number of records to evaluate permission controls against. This limits the number of queries against contact records during evaluation of permission controls. If your organization contains a large number of active resources you may have to increase this value. The default value is 1000.
Note:

This setting may be overridden depending on the values set in other configuration settings such as the resource-record-limit configuration option in the Skills Entry Configuration group. See Skills Settings.


 1000
Exp Report Field White List Post Submit A comma delimited list of custom expense report fields that you can edit when a record has been submitted but before it has been approved. Null
Exp Rpt PSA Field White List Post Smt A comma delimited list of API names for PSA expense report fields that you can edit when a record has been submitted but before it has been approved. Null
Expense Field White List Post Submit A comma delimited list of custom expense fields that you can edit when a record has been submitted but before it has been approved. Null
Expense PSAField White List Post Submit A comma delimited list of API names for PSA expense fields that you can edit when a record has been submitted but before it has been approved. Null
Expense Field Set White List Post Submit The API name for a field set controlling a list of custom expense fields that you can edit when a record has been submitted but before it has been approved. The default value is null. When defined, the value in this setting takes priority over the values set in other expense White List Post Submit settings to determine the fields that can be updated after submit. Null
Expense Report Field Set White List Post Submit The API name for a field set controlling a list of custom expense report fields that you can edit when a record has been submitted but before it has been approved. The default value is null. When defined, the value in this setting takes priority over the values set in other expense report White List Post Submit settings to determine the fields that can be updated after submit. Null
TC Header Field White List Post Submit A comma delimited list of custom timecard fields that you can edit when a record has been submitted but before it has been approved. Null
TC Header PSA Field White List Post Smt A comma delimited list of API names for PSA timecard fields that you can edit when a record has been submitted but before it has been approved. Null
TC Header Field Set White List Post Submit The API name for a field set controlling a list of custom timecard fields that you can edit when a record has been submitted but before it has been approved. The default value is null. When defined, the value in this setting takes priority over the values set in other timecard White List Post Submit settings to determine the fields that can be updated after submit. Null