PSE Customer Portal Manager Profile

The PSE Customer Portal Manager profile contains these sample permissions out of the box

Custom App Settings

Custom App Setting Visible Default
PSA
PSA - Admin
PSA - Field
PSA - Management
PSA - Operations

Custom Tab Settings

Custom Tab Setting
About FinancialForce PSA Tab Hidden
Actuals Verifier Default On
App Logs Default On
Assignment Daily Notes Tab Hidden
Assignment Milestones Tab Hidden
Assignment Project Methodologies Default On
Assignment Project Phases Default On
Assignments Tab Hidden
Backlog Calculations Tab Hidden
Backlog Details Tab Hidden
Billing Event Batches Tab Hidden
Billing Event Generation Tab Hidden
Billing Events Tab Hidden
Budget Headers Tab Hidden
Budgets Tab Hidden
Configuration Groups Default On
Configuration Options Default On
Configuration Values Tab Hidden
Currencies Default On
Currency Exchange Rates Default On
Est Vs Actuals Tab Hidden
Expense Limits / Rates Tab Hidden
Expense Reports Default On
Expenses Default On
Forecasts Tab Hidden
Group Plans Tab Hidden
Groups Tab Hidden
Holidays Tab Hidden
Hours to Days Rules Tab Hidden
Milestones Tab Hidden
Miscellaneous Adjustments Tab Hidden
Missing Timecards Tab Hidden
Permission Controls Tab Hidden
Practice Plans Tab Hidden
Practices Tab Hidden
Project Actuals Recalc Tab Hidden
Project Locations Tab Hidden
Project Methodologies Tab Hidden
Project Phases Tab Hidden
Projects Tab Hidden
Project Task Assignments Tab Hidden
Project Tasks Tab Hidden
PSA Config Tab Hidden
PSA Operations Tab Hidden
Rate Cards Tab Hidden
Region Plans Tab Hidden
Regions Tab Hidden
Resource Actuals Recalc Tab Hidden
Resource Requests Tab Hidden
Schedules Tab Hidden
Skill / Certification Zones Tab Hidden
Skills and Certifications Tab Hidden
Skills Capacity Tab Hidden
Skills Matrix Tab Hidden
Timecards Tab Hidden
Timecard Splits Tab Hidden
Time Periods Tab Hidden
Transaction Deltas Tab Hidden
Transactions Tab Hidden
Utilization Calculations Tab Hidden
Vendor Invoice Items Tab Hidden
Vendor Invoices Tab Hidden
Work Calendars Tab Hidden
Work Queues Tab Hidden

Custom Object Permissions

Custom Object R C E D
App Logs
Assignments
Assignment Daily Notes
Assignment Milestones
Assignment Project Methodologies
Assignment Project Phases
Backlog Calculations
Backlog Details
Billing Events
Billing Event Batches
Billing Event Items
Budgets
Budget Headers
Configuration Groups
Configuration Options
Configuration Values
Currencies
Currency Exchange Rates
Est Vs Actuals
Expenses
Expense Limits / Rates
Expense Reports
Forecasts
Forecast Worksheets
Groups
Group Actuals
Group Plans
Holidays
Hours to Days Rules
Milestones
Miscellaneous Adjustments
Missing Timecards
Permission Controls
Practices
Practice Actuals
Practice Plans
Projects
Project Actuals
Project Locations
Project Methodologies
Project Phases
Project Tasks
Project Task Assignments
Project Task Dependencies
Project Tasks Points Complete
Project Tasks Points History
Rate Cards
Regions
Regional Actuals
Region Plans
Resource Actuals
Resource Changes
Resource Requests
Resource Request Sets
Resource Skill Requests
Schedules
Schedule Exceptions
Search Resources
Skills and Certifications
Skill and Certification Ratings
Skill / Certification Zones
Task Time
Timecards
Timecard Splits
Time Dates
Time Periods
Transactions
Transaction Deltas
Utilization Calculations
Utilization Details
Vendor Invoices
Vendor Invoice Items
Work Calendars
Work Queues

Reference Materials

PSE Consultant Profile

PSE Finance Profile

PSE Management Profile

PSE Operations Profile

PSE Project Manager Profile

PSE Sales Profile

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