PSA Permissions

PSA - Manage Resourcing for Project Tasks

API Name: PSAManageResourcingForProjectTasks

Manage resource requests and assignments for project tasks.

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 Account Read
Contact Read
Opportunity Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission LightningOutController Enabled
LookupSearchController Enabled
RFPT_GroupingController Enabled
RFPT_HeldResourcingFromPTsController Enabled
RFPT_ResourcingFromPTsController Enabled
RFPT_UnheldResourcingFromPTsController Enabled
RLPTA_ResourceLinkingPtaController Enabled
ffui_headerController Enabled
Field Permission Assignment__c.Bill_Rate__c Edit, Read
Assignment__c.Cost_Rate_Amount__c Edit, Read
Assignment__c.End_Date__c Read
Assignment__c.Is_Billable__c Edit, Read
Assignment__c.Milestone__c Edit, Read
Assignment__c.Planned_Bill_Rate__c Edit, Read
Assignment__c.Planned_Hours__c Edit, Read
Assignment__c.Project__c Edit, Read
Assignment__c.Resource_Request__c Read
Assignment__c.Resource__c Edit, Read
Assignment__c.Role__c Edit, Read
Assignment__c.Schedule__c Edit, Read
Assignment__c.Start_Date__c Read
Assignment__c.Use_Resource_Default_Cost_Rate__c Edit, Read
Contact.Group__c Read
Contact.Is_Resource_Active__c Read
Contact.Is_Resource__c Read
Contact.Practice__c Read
Contact.Region__c Read
Contact.Resource_Role__c Read
Contact.Salesforce_User__c Read
Contact.Work_Calendar__c Read
Proj__c.Account__c Read
Proj__c.Allow_Expenses_Without_Assignment__c Read
Proj__c.Allow_Timecards_Without_Assignment__c Read
Proj__c.End_Date__c Read
Proj__c.Group__c Read
Proj__c.Is_Active__c Read
Proj__c.Is_Billable__c Read
Proj__c.Practice__c Read
Proj__c.Region__c Read
Proj__c.Start_Date__c Read
Project_Task_Assignment__c.Allocation_Hours__c Read
Project_Task_Assignment__c.Allocation_Percentage__c Read
Project_Task_Assignment__c.Assignment__c Edit, Read
Project_Task_Assignment__c.External_Resource__c Edit, Read
Project_Task_Assignment__c.Hours__c Read
Project_Task_Assignment__c.Project_Task_End_Date__c Read
Project_Task_Assignment__c.Project_Task_Start_Date__c Read
Project_Task_Assignment__c.Resource_Request__c Edit, Read
Project_Task_Assignment__c.Resource_Role__c Read
Project_Task_Assignment__c.Resource__c Edit, Read
Project_Task__c.End_Date__c Read
Project_Task__c.Estimated_Hours__c Read
Project_Task__c.Milestone__c Read
Project_Task__c.Project__c Read
Project_Task__c.Start_Date__c Read
Resource_Request__c.Assignment__c Read
Resource_Request__c.Average_Cost_Rate_Currency_Code__c Edit, Read
Resource_Request__c.Average_Cost_Rate_Number__c Edit, Read
Resource_Request__c.End_Date__c Edit, Read
Resource_Request__c.Group__c Edit, Read
Resource_Request__c.Milestone__c Edit, Read
Resource_Request__c.Notes__c Edit, Read
Resource_Request__c.Opportunity__c Edit, Read
Resource_Request__c.Percent_Allocated__c Edit, Read
Resource_Request__c.Practice__c Edit, Read
Resource_Request__c.Preferred_Schedule__c Edit, Read
Resource_Request__c.Project__c Edit, Read
Resource_Request__c.Rate_Card__c Edit, Read
Resource_Request__c.Region__c Edit, Read
Resource_Request__c.Request_Priority__c Edit, Read
Resource_Request__c.Resource_Held__c Edit, Read
Resource_Request__c.Resource_Request_Name__c Edit, 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_Resource__c Edit, Read
Resource_Request__c.Status__c Edit, Read
Resource_Request__c.Suggested_Bill_Rate_Currency_Code__c Edit, Read
Resource_Request__c.Suggested_Bill_Rate_Number__c Edit, Read
Schedule__c.Friday_End_Time__c Edit, Read
Schedule__c.Friday_Start_Time__c Edit, Read
Schedule__c.Monday_End_Time__c Edit, Read
Schedule__c.Monday_Start_Time__c Edit, Read
Schedule__c.Saturday_End_Time__c Edit, Read
Schedule__c.Saturday_Start_Time__c Edit, Read
Schedule__c.Scheduled_Days__c Edit, Read
Schedule__c.Scheduled_Hours__c Edit, Read
Schedule__c.Sunday_End_Time__c Edit, Read
Schedule__c.Sunday_Start_Time__c Edit, Read
Schedule__c.Thursday_End_Time__c Edit, Read
Schedule__c.Thursday_Start_Time__c Edit, Read
Schedule__c.Tuesday_End_Time__c Edit, Read
Schedule__c.Tuesday_Start_Time__c Edit, Read
Schedule__c.Wednesday_End_Time__c Edit, Read
Schedule__c.Wednesday_Start_Time__c Edit, Read
Work_Calendar__c.Friday_Hours__c Read
Work_Calendar__c.Monday_Hours__c Read
Work_Calendar__c.Saturday_Hours__c Read
Work_Calendar__c.Sunday_Hours__c Read
Work_Calendar__c.Thursday_Hours__c Read
Work_Calendar__c.Tuesday_Hours__c Read
Work_Calendar__c.Wednesday_Hours__c Read
Object Permission Assignment__c Create, Read, Edit
Grp__c Read
HolidayObj__c Read
Milestone__c Read
Practice__c Read
Proj__c Read
Project_Task_Assignment__c Read, Edit
Project_Task__c Read
RR_Milestone__c Create, Read
Rate_Card__c Read
Region__c Read
Resource_Request__c Create, Read, Edit
Schedule__c Create, Read, Edit
Work_Calendar__c Read
Apex Page Permission CreateResourceRequestForPTA Enabled
CreateResourceRequestForPTAHelp Enabled
Tab Permission Proj__c Available


© Copyright 2009–2021 FinancialForce.com, inc. All rights reserved. Various trademarks held by their respective owners.