PSA Permissions

PSA - Enter Expenses Against Projects and Assignments

API Name: PSAExpenseEntryAgainstProjectsAndAssignments

Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.

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
Object Permission Contact Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission CollateExpenseAttachmentsToPDFController Enabled
EM_CloneExpenseReportController Enabled
EM_CombineAttachmentsController Enabled
EM_ExpenseEntryController Enabled
EM_ExpenseReportFormController Enabled
ffui_documentController Enabled
FileAttachmentController Enabled
LoadFieldSet Enabled
LookupSearchController Enabled
ResourceInfoController Enabled
SObjectController Enabled
Field Permission Assignment__c.Closed_For_Expense_Entry__c Read
Assignment__c.Nick_Name__c Read
Assignment__c.Project__c Read
Assignment__c.Resource__c Read
Assignment__c.Is_Billable__c Read
Contact.Resource_Role__c Read
Contact.Salesforce_User__c Read
Expense__c.Applied_Expense_Rate__c Edit, Read
Expense__c.Assignment__c Edit, Read
Expense__c.Description__c Edit, Read
Expense__c.Distance__c Edit, Read
Expense__c.Expense_Report__c Edit, Read
Expense__c.Project__c Edit, Read
Expense__c.Rate_Unit__c Edit, Read
Expense__c.Resource__c Edit, Read
Expense__c.Type__c Edit, Read
Expense__c.Status__c Edit, Read
Expense__c.Billable__c Edit, Read
Expense_Report__c.Assignment__c Edit, Read
Expense_Report__c.Description__c Edit, Read
Expense_Report__c.Name Edit, Read
Expense_Report__c.Project__c Edit, Read
Expense_Report__c.Resource__c Edit, Read
Expense_Report__c.First_Expense_Date__c Edit, Read
Expense_Report__c.Billable__c Edit, Read
Expense_Report__c.Submitted__c Read
Expense_Report__c.Approved__c Read
Expense_Report__c.Include_In_Financials__c Read
Expense_Limit_Rate__c.Amount__c Read
Expense_Limit_Rate__c.Rate_Unit__c Read
Expense_Limit_Rate__c.Type__c Read
Proj__c.Account__c Read
Proj__c.Allow_Expenses_Without_Assignment__c Read
Proj__c.Closed_For_Expense_Entry__c Read
Proj__c.Is_Active__c Read
Proj__c.Is_Billable__c Read
Object Permission Assignment__c Read
Expense__c Create, Read, Edit, Delete
Expense_Limit_Rate__c Read
Expense_Report__c Create, Read, Edit, Delete
Proj__c Read
Apex Page Permission CollateExpenseAttachmentsToPDF Enabled
Tab Permission Expense_Report__c Visible


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