Permissions for the Project Task Board Lightning Component

These permissions are for the PSA Project Task Board component, which is available on a project record page. You can also add it to any app page, such as a workspace, or to an Experience Cloud site.

Note:

If users are using the component from an app page, ensure they have Read permission for that page.

The following permission sets contain all the standard permissions that are detailed below:

  • PSA - Manage Gantt and Project Tasks
  • PSA - Manage Project Tasks

The following object permissions are relevant.

Object Permissions
Object Access Mandatory
Contact Read No
Project Read Yes
Project Task Read, Edit Yes
Project Task Assignment Read No

The following field permissions are relevant to the objects shown. Additional permissions are required for any custom fields that are used.

Field Permissions
Object Field Access Mandatory
Contact Salesforce User Read No
Project Name Read Yes
Project Task Actual Hours Read No
Assigned Resources
Completed
Description
End Date & Time
Estimated Hours
Milestone
Name Read Yes
Project Read No
Start Date & Time
Status Read, Edit Yes
WBS Element Number Read No
Project Task Assignment External Resource Read No
ID
Name
Project Task
Resource
Role

Notes

For assigned resources, including external resources, and roles on project tasks:

  • If you don’t have Read permission for the Resource, External Resource, and Role fields on the Project Task Assignment object, details of assigned resources, external resources, and roles are not displayed on tasks.
  • If you don't have Read permission for the Salesforce User field on the Contact object, the initials of the relevant resource are displayed instead of an avatar on tasks.

For time badges on project tasks that show when the task is due to end or show how long since it ended, the badges are not displayed if you don't have Read permission for the End Date & Time field on the Project Task object.

The following Apex class access is required.

Apex Class Access
Apex Class Access Description Mandatory
PTM_ProjectTaskController Enabled Used to retrieve project task record data for the Project Task Board on load. Yes

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