As a system administrator, you must update your organization’s Salesforce user profiles to allow access for users who create projects. Users must have the permissions described in this section to be able to create a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets.. The basic custom object permissions are Read, Create, Edit and Delete.
To allow a user to create a project from an opportunity, grant these permissions on their user profile.
| Object / Field | R | C | E |
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| Project |
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| Opportunity |
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| Budget |
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| Resource Request |
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| Opportunity Line Item / Product |
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| PriceBookEntry |
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| Product |
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Grant read and create access to the project object and write access to these project fields:
Grant read access to these fields if you intend to display them on the page layout:
Grant read access to the standard opportunity object and read access to these opportunity fields:
In addition, grant edit access to the Primary Project (lookup).
Grant read and create access to the budget and write access to these fields:
Grant read access to the Total Amount field.
If you have configured resource requests to be displayed for the user, grant read or edit access to the resource request object and read access to these fields:
Grant write access to the Project field.
Grant edit access to the Salesforce opportunity line item and product objects.
Grant read access to these fields:
Grant write access to the Added to Project field.
Grant read access to the PriceBookEntry object and its Product field.
To allow a user to create a project from a template, grant these permissions on their user profile.
| Object / Field | R | C | E |
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| Project |
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| Opportunity |
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| Budget |
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| Resource Request |
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| Milestone |
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| Project Task |
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| Project Task Dependency |
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| Project Task Assignment |
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| Project Task Phase, Location and Methodology |
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Grant read and create access to the project object and write access to these project fields:
Grant read access to the IsTemplate checkbox.
Grant read access to these fields if you intend to display them on the page layout:
If the user is to create a project from a template originating from an opportunity, grant write access to the Opportunity and Opportunity Owner lookup fields.
Grant read and create access to the budget object and write access to these budget fields:
Grant read access on the Total Amount field.
If the user is to create a project from a template originating from an opportunity, grant read access to the opportunity object and read access to these opportunity fields:
Grant access to the Primary Project (lookup) on the opportunity object.
If the user is to create a project from a template originating from an opportunity, grant write access to the Opportunity lookup field on the Budget object.
If you have configured resource requests to be displayed for the user, grant create/edit access to the Resource Request object and read access to Resource Request Name field. In addition, grant write access to these resource request fields:
Grant access to the Resource Skill Request object and write access to these Resource Skill Request fields:
Grant create access to Milestone object and write access to these milestone fields:
In addition, grant write access to fields referenced in the specified in the milestone-fields-to-display configuration option in the Create Project configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..
Grant create and edit access to the Project Task object and write access to these Project Task fields:
Grant create access to the Project Task Dependency object and write access to Dependent Task and Preceding Task fields.
Grant create access to Project Task Assignment object and write access to Project Task, External Resource and Resource fields).
Grant create and read access to the Project Task Location, Project Task Phase, and Project Task Methodology objects with read can create access to all fields.
Concept Information