As a system administrator, you must update your organization’s Salesforce user profiles to allow access for users who will maintain project tasks.
Enable these Visualforce pages on the user profile:
Enable these Apex classes on the user profile:
* – optional.
Grant Read permissions on the Proj__c object and its Name field.
Grant Read, Create, Edit, Delete and Modify All permissions on the Project_Task__c object. In addition, you must grant these field-level permissions on the object's fields:
| Field-Level Security Permission | Field |
|---|---|
| Read | Start_Date__c |
| End_Date__c | |
| Actual_Start_Date__c | |
| Actual_End_Date__c | |
| Assigned_Resources__c | |
| Hierarchy_Depth__c | |
| Read, Update | Priority__c |
| Status__c | |
| Description__c | |
| Percent_Complete_Points__c | |
| Points__c | |
| Points_Complete__c | |
| Points_Remaining__c | |
| Started__c | |
| Completed__c | |
| Blocked__c | |
| Parent_Task__c | |
| Summary__c | |
| Start_Date_Time__c | |
| Project__c | |
| Points_Baseline__c | |
| Percent_Complete_Tasks__c | |
| Number_of_Assignments__c | |
| Long_Description__c | |
| End_Date_Time__c | |
| Do_Not_Auto_Update_This_Task__c | |
| Do_Not_Auto_Update_Parents__c | |
| Actual_Start_Date_Time__c | |
| Actual_End_Date_Time__c | |
| Read, Update, Insert | Name |
Grant Create and Read permissions on the Project_Task_Assignment__c object. In addition, grant these permissions on the object's fields:
| Field-Level Security Permission | Fields |
|---|---|
| Read, Insert | Project_Task__c |
| Resource__c |
Grant Read permissions on the Contact object and its Name field.
Grant Read, Create and Delete permissions on the Project_Task_Dependency__c object. In addition, grant these permissions on the object's fields:
| Field-Level Security Permission | Field |
|---|---|
| Read, Insert | Name |
| Dependent_Task__c | |
| Preceding_Task__c |
Concept Information