PSA - Match and Assign Resources with Optimizer

API Name: PSAMatchAndAssignResourcesWithOptimizer

View the Resource Optimizer page and assign resources who are matched to resource requests.

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.

Type	Item	Permission
Object Permission	Opportunity	Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

Type	Item	Permission
Apex Class Permission	CustomSettingController	Enabled
	LookupSearchController	Enabled
	ResourcingAssignmentSchedController	Enabled
	ResourceOptimisationController	Enabled
Field Permission	Assignment__c.End_Date__c	Read
	Assignment__c.Resource__c	Read
	Assignment__c.Schedule__c	Read
	Assignment__c.Start_Date__c	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.Work_Calendar__c	Read
	Resource_Request__c.End_Date__c	Read
	Resource_Request__c.Group__c	Read
	Resource_Request__c.Practice__c	Read
	Resource_Request__c.Preferred_Schedule__c	Edit, Read
	Resource_Request__c.Region__c	Read
	Resource_Request__c.Resource_Held__c	Read
	Resource_Request__c.Resource_Request_Name__c	Read
	Resource_Request__c.Resource_Role__c	Read
	Resource_Request__c.Resource__c	Read
	Resource_Request__c.SOW_Hours__c	Read
	Resource_Request__c.Staffer_Resource__c	Read
	Resource_Request__c.Status__c	Read
	Resource_Skill_Request__c.Match_All__c	Read
	Resource_Skill_Request__c.Minimum_Rating__c	Read
	Resource_Skill_Request__c.Resource_Request__c	Read
	Schedule_Exception__c.End_Date__c	Read
	Schedule_Exception__c.Friday_Hours__c	Read
	Schedule_Exception__c.Monday_Hours__c	Read
	Schedule_Exception__c.Saturday_Hours__c	Read
	Schedule_Exception__c.Sunday_Hours__c	Read
	Schedule_Exception__c.Thursday_Hours__c	Read
	Schedule_Exception__c.Tuesday_Hours__c	Read
	Schedule_Exception__c.Wednesday_Hours__c	Read
	Schedule__c.Scheduled_Days__c	Read
	Schedule__c.Scheduled_Hours__c	Read
	Schedule__c.Week_Total_Hours__c	Read
	Skill_Certification_Rating__c.Rating__c	Read
	Skill_Certification_Rating__c.Numerical_Rating__c	Read
	Team_Schedule_Slot_Type__c.Is_Blocking__c	Read
	Team_Schedule_Slot_Type__c.Is_Holiday__c	Read
	Team_Schedule_Slot_Type__c.Is_Weekend__c	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.Standard_Hours_Per_Day__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	Read
	Grp__c	Read
	HolidayObj__c	Read
	Practice__c	Read
	Proj__c	Read
	Region__c	Read
	Resource_Request__c	Read, Edit
	Resource_Skill_Request__c	Read
	Schedule_Exception__c	Create, Read
	Schedule__c	Create, Read, Edit
	Skill__c	Read
	Team_Schedule_Slot_Type__c	Read
	Team_Schedule_Slot__c	Read
	Work_Calendar__c	Read
Tab Permission	Resource_Optimizer	Visible