PSA Permissions

PSA - Create Projects

API Name: PSACreateProjects

Create clone projects and manage project setup activities.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

TypeItemPermission
Field Permission Opportunity.AccountId Read
Opportunity.Amount Read
Opportunity.IsPrivate Read
OpportunityLineItem.ListPrice Read
OpportunityLineItem.TotalPrice Read
Object Permission Opportunity Read, Edit

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission AMFT_AddMilestonesFromTempController Enabled
ARRFT_AddRRsFromTempController Enabled
AsyncApexJobProgressController Enabled
ATFT_AddTasksFromTemplateController Enabled
PT_ProjectSearchGridController Enabled
Field Permission Assignment_Milestone__c.Resource_Id__c Read
Assignment__c.Bill_Rate__c Edit, Read
Assignment__c.Cost_Rate_Amount__c Edit, Read
Assignment__c.Cost_Rate__c Read
Assignment__c.Daily_Bill_Rate__c Read
Assignment__c.End_Date__c Read
Assignment__c.Is_Billable__c Edit, Read
Assignment__c.Milestone__c Read
Assignment__c.Planned_Hours__c Edit, Read
Assignment__c.Project__c Read
Assignment__c.Resource_Request__c Read
Assignment__c.Resource__c Edit, Read
Assignment__c.Role__c Read
Assignment__c.Schedule__c Read
Assignment__c.Show_Assignment_Methodologies_Only__c Read
Assignment__c.Show_Assignment_Milestones_Only__c Read
Assignment__c.Show_Assignment_Phases_Only__c Read
Assignment__c.Start_Date__c Read
Assignment__c.Use_Resource_Default_Cost_Rate__c Edit, Read
Budget__c.Account__c Edit, Read
Budget__c.Description__c Edit, Read
Budget__c.Expense_Amount__c Edit, Read
Budget__c.Opportunity__c Edit, Read
Budget__c.PreBilledAmount__c Edit, Read
Budget__c.Pre_Billed_Amount__c Edit, Read
Budget__c.Project__c Edit, Read
Budget__c.Status__c Edit, Read
Budget__c.Total_Amount__c Read
Budget__c.Type__c Edit, Read
Contact.Work_Calendar__c Read
Milestone__c.Actual_Date__c Edit, Read
Milestone__c.Approver__c Edit, Read
Milestone__c.Description__c Edit, Read
Milestone__c.Estimated_Time_To_Completion__c Edit, Read
Milestone__c.Log_Milestone_Cost_As_External__c Edit, Read
Milestone__c.Milestone_Cost__c Edit, Read
Milestone__c.Planned_Hours__c Edit, Read
Milestone__c.Project__c Edit, Read
Milestone__c.Requires_Customer_Sign_off__c Edit, Read
Milestone__c.Start_Date__c Edit, Read
Opportunity.Group__c Read
Opportunity.Practice__c Read
Opportunity.Pre_Billed_Amount__c Read
Opportunity.Region__c Read
Opportunity.Services_Attached_From_Products__c Read
OpportunityLineItem.Added_To_Project__c Read
OpportunityLineItem.IsServicesProductLine__c Read
Proj__c.Account__c Edit, Read
Proj__c.Action_Update_Current_Time_Period__c Edit, Read
Proj__c.Copy_Child_Records_from_Template_Async__c Edit, Read
Proj__c.End_Date__c Edit, Read
Proj__c.Exclude_From_Billing__c Edit, Read
Proj__c.Exclude_from_Backlog__c Read
Proj__c.Group__c Edit, Read
Proj__c.Is_Active__c Edit, Read
Proj__c.Is_Billable__c Edit, Read
Proj__c.Is_Template__c Edit, Read
Proj__c.Opportunity_Owner__c Edit, Read
Proj__c.Opportunity__c Edit, Read
Proj__c.Parent_Project__c Read
Proj__c.Planned_Hours__c Edit, Read
Proj__c.Practice__c Edit, Read
Proj__c.Project_ID_Chain__c Read
Proj__c.Project_Manager__c Edit, Read
Proj__c.Region__c Edit, Read
Proj__c.Start_Date__c Edit, Read
Proj__c.Time_Credited__c Edit, Read
Proj__c.Time_Excluded__c Edit, Read
Proj__c.Time_Zone__c Edit, Read
Proj__c.Work_Calendar__c Edit, Read
Project_Location__c.Description__c Edit, Read
Project_Location__c.End_Date__c Edit, Read
Project_Location__c.Project__c Edit, Read
Project_Location__c.Start_Date__c Edit, Read
Project_Methodology__c.Description__c Edit, Read
Project_Methodology__c.End_Date__c Edit, Read
Project_Methodology__c.Project__c Edit, Read
Project_Methodology__c.Start_Date__c Edit, Read
Project_Phase__c.Description__c Edit, Read
Project_Phase__c.End_Date__c Edit, Read
Project_Phase__c.Project__c Edit, Read
Project_Phase__c.Start_Date__c Edit, Read
Project_Task_Assignment__c.Allocation_Hours__c Edit, Read
Project_Task_Assignment__c.Allocation_Percentage__c Edit, Read
Project_Task_Assignment__c.Assignment__c Edit, Read
Project_Task_Assignment__c.External_Resource__c Edit, Read
Project_Task_Assignment__c.Resource_Request__c Edit, Read
Project_Task_Assignment__c.Resource__c Edit, Read
Project_Task_Assignment__c.Resource_Role__c Edit, Read
Project_Task_Dependency__c.Lag_Time_Hours__c Edit, Read
Project_Task_Dependency__c.Preceding_Task__c Edit, Read
Project_Task_Dependency__c.Type__c Edit, Read
Project_Task_Dependency__c.Dependency_Display_Units__c Edit, Read
Project_Task__c.Assigned_Resources__c Edit, Read
Project_Task__c.Description__c Edit, Read
Project_Task__c.Duration_Unit__c Edit, Read
Project_Task__c.End_Date_Time__c Edit, Read
Project_Task__c.Estimated_Hours__c Edit, Read
Project_Task__c.Estimated_Time_To_Completion__c Edit, Read
Project_Task__c.Hierarchy_Depth__c Edit, Read
Project_Task__c.Milestone__c Edit, Read
Project_Task__c.Order__c Edit, Read
Project_Task__c.Parent_Task__c Edit, Read
Project_Task__c.Points__c Edit, Read
Project_Task__c.Project__c Edit, Read
Project_Task__c.Projected_Hours__c Read
Project_Task__c.Start_Date_Time__c Edit, Read
Project_Task__c.Status__c Edit, Read
Project_Task__c.Synchronize_Milestone_And_Task__c Edit, Read
Project_Task__c.Top_level_Parent_Task__c Edit, Read
Project_Task__c.WBS_Element_Number__c Edit, Read
Project_Task__c.Work_Calendar__c Edit, Read
Resource_Request__c.Assignment__c Edit, Read
Resource_Request__c.End_Date__c Edit, Read
Resource_Request__c.Exclude_from_Planners__c Edit, Read
Resource_Request__c.Group__c Edit, Read
Resource_Request__c.Milestone__c Read
Resource_Request__c.Notes__c Edit, Read
Resource_Request__c.Opportunity__c Edit, Read
Resource_Request__c.Percent_Allocated__c Read
Resource_Request__c.Planned_Bill_Rate__c Read
Resource_Request__c.Practice__c Edit, Read
Resource_Request__c.Preferred_Schedule__c Edit, Read
Resource_Request__c.Primary_Skill_Certification__c Edit, Read
Resource_Request__c.Primary_Skill_Minimum_Rating__c Read
Resource_Request__c.Project__c Edit, Read
Resource_Request__c.Region__c Edit, Read
Resource_Request__c.Request_Priority__c Read
Resource_Request__c.Requested_Bill_Rate__c Read
Resource_Request__c.Resource_Held__c Edit, Read
Resource_Request__c.Resource_Request_Name__c Read
Resource_Request__c.Resource_Role__c Edit, Read
Resource_Request__c.Resource__c Edit, Read
Resource_Request__c.SOW_Hours__c Edit, Read
Resource_Request__c.Staffer_Approval_Required__c Edit, Read
Resource_Request__c.Staffer_Resource__c Edit, Read
Resource_Request__c.Status__c Read
Resource_Skill_Request__c.Is_Primary__c Edit, Read
Resource_Skill_Request__c.Match_All__c Edit, Read
Resource_Skill_Request__c.Minimum_Rating__c Edit, Read
Resource_Skill_Request__c.Resource_Request__c Edit, Read
Risk__c.Contingency__c Edit, Read
Risk__c.Date_Raised__c Edit, Read
Risk__c.Impact__c Edit, Read
Risk__c.Likelihood__c Edit, Read
Risk__c.Milestone__c Edit, Read
Risk__c.Project__c Edit, Read
Risk__c.Risk_Description__c Edit, Read
UI_Helper__c.Date__c Edit, Read
Object Permission Assignment__c Create, Read, Edit
Assignment_Milestone__c Create, Read
Assignment_Project_Methodology__c Create, Read
Assignment_Project_Phase__c Create, Read
Budget__c Create, Read, Edit
Grp__c Read
HolidayObj__c Read
Milestone__c Create, Read, Edit
Practice__c Read
Proj__c Create, Read, Edit
Project_Location__c Create, Read
Project_Methodology__c Create, Read
Project_Phase__c Create, Read
Project_Task_Assignment__c Create, Read, Edit
Project_Task_Dependency__c Create, Read
Project_Task__c Create, Read, Edit
Region__c Read
Resource_Request__c Create, Read, Edit
Resource_Skill_Request__c Create, Read
Risk__c Create, Read
Schedule__c Create, Read
Skill__c Read
UI_Helper__c Create, Read
Work_Calendar__c Read
Apex Page Permission CopyFromTemplateForward Enabled
CreateProjectFromOpportunity Enabled
CreateProjectFromOpportunityForward Enabled
CreateProjectFromTemplate Enabled
CreateProjectFromTemplateForward Enabled
OppAddResReqFromTemplate Enabled
PSACreateProjectFromTemplate Enabled
Tab Permission Create_Project Visible
Create_Project_From_Template Visible
Proj__c Visible


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