Here is a description of the fields that make up a permission controlDetermines whether a single user has permission to carry out specific tasks in FinancialForce PSA. record.
Key: * - Mandatory, M – Mandatory, complete only one field.
| Field | Description | |
|---|---|---|
| User | * | A lookup for the name of the user being granted permissions. |
| Resource | M | In most cases the user and the resourceA contact that works on a project. are the same person. If your organization uses external resources, and you want to set up a proxy user (a user who can enter information on behalf of a resource) to enter their timecards and expenses, this field should contain the name of the external resource. |
| Region/ Practice/ Group | M | Grants permission to access all resources and objects within the RPGAbbreviation of region, practice, group.. |
| Project | M | Project to apply permissions to. |
| Cascading Permission | Indicates whether the permissions are to be extended to the children of the selected regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.,practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.,projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. Permissions set for individual resources cannot cascade. | |
| Start/End Date | Inclusive time period for the permissions to be applied. You can leave blank for perpetual permissions or leave one field blank for a one-sided range of perpetual permissions (for example, permissions with a defined start date and no defined end date). | |
| Team | Team to which permissions apply. |
| Field | Description | |
|---|---|---|
| Billing | Indicates whether the user has permissions to generate and release billing events belonging to a specific RPGAbbreviation of region, practice, group. or project and to edit billing related fields such as the Billed and Billing Event Item checkboxes. | |
| Expense Entry | Indicates whether the user has permissions to enter and edit expenses for the defined resources. | |
| Expense Ops Edit | Indicates whether the user has permissions to edit expenses in admin mode for the defined resources after they have been approved but before they have been billed. See About Ops Edit Permission Controls. | |
| Forecast Edit | Indicates whether the user has permissions to make changes on the Services Forecasts page for the RPGAbbreviation of region, practice, group. or project. A user's ability to do this is also defined by the user's role—see Services Forecasting Permissions Overview. Granting Forecast Edit permissions automatically include Forecast View permissions. | |
| Forecast View | Indicates whether the user has permissions to view the RPGAbbreviation of region, practice, group. or project on the Services Forecasts page. A user's ability to do this is also defined by the user's role—see Services Forecasting Permissions Overview. | |
| Invoicing | Indicates whether the user has permissions to edit Invoicing-related fields on a project's business records such as the Invoiced checkbox, Invoice Date and Invoice Number. | |
| Resource Request Entry | Indicates whether the user has permissions to enter or edit Resource Requests for a RPGAbbreviation of region, practice, group. other than the user's own. | |
| Skills And Certifications Entry | Indicates whether the user has permissions to enter skills and certifications for the defined resources. Granting Skills and Certifications Entry permissions automatically include Skills and Certifications View permissions. | |
| Skills And Certifications View | Indicates whether the user has permissions to view skills and certifications for the defined resources. | |
| Staffing | Indicates whether the user has permissions to staff resources on the specified regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., or project. See About Staffing Permission Controls. | |
| Timecard Entry | Indicates whether the user has permissions to enter or edit timecards for the defined resources. | |
| Timecard Ops Edit | Indicates whether the user has permissions to edit timecards in admin mode for the defined resources after they have been approved but before they have been billed. See About Ops Edit Permission Controls. | |
| Project Task Gantt Edit | Indicates whether the selected user can use Project Task Gantt in edit mode when the user is not the project manager of the selected project. Granting Project Task Gantt Edit permissions includes Project Task Gantt View permissions. | |
| Project Task Gantt View | Indicates whether the selected user can use Project Task Gantt in read-only mode when the user is not the project manager of the selected project. | |
| Team Edit | Indicates the user has permissions to edit the indicated team in Team Schedule Planner. | |
| Team View | Indicates the user can use Team Schedule Planner in read-only mode for the selected team. |
Related Concepts
About Ops Edit Permission Controls
About Staffing Permission Controls
About Team Permission Controls
Related Tasks
Importing and Exporting Configuration
Managing Profiles, Security and Sharing
Creating Miscellaneous Adjustments
Setting up Accounts and Opportunities
Setting up Multiple Expense Entry
Reference