PSA Permissions

PSA - View Forecast

API Name: PSAServicesForecastingProjectManager

View revenue forecasts and revenue forecast versions for relevant projects.

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 Opportunity Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission LookupSearchController Enabled
RFV_VersionAdjustmentsController Enabled
RFV_VersionDataController Enabled
RF_FilterController Enabled
RF_FilterTimePeriodsController Enabled
RF_SetupController Enabled
TimePeriodRangePickerController Enabled
ffui_documentController Enabled
ffui_fileIconController Enabled
ffui_headerController Enabled
ffui_icon Enabled
ffui_navigation Enabled
ffui_pageRef Enabled
Field Permission Milestone__c.Percent_Hours_Completed_For_Recognition__c Read
Milestone__c.Start_Date__c Edit, Read
Proj__c.Percent_Hours_Completed_For_Recognition__c Read
Proj__c.Revenue_Forecast_Last_Updated__c Read
Proj__c.Revenue_Forecast_Processing_Status__c Read
Revenue_Forecast_Batch_Log__c.Message__c Read
Revenue_Forecast_Batch_Log__c.Opportunity__c Read
Revenue_Forecast_Batch_Log__c.Project__c Read
Revenue_Forecast_Batch_Status__c.Opportunity__c Read
Revenue_Forecast_Batch_Status__c.Revenue_Forecast_Batch_Update_Pending__c Read
Revenue_Forecast_Batch_Status__c.Revenue_Forecast_Last_Updated__c Read
Revenue_Forecast_Batch_Status__c.Revenue_Forecast_Processing_Status__c Read
Revenue_Forecast_Batch__c.Batch_Id__c Read
Revenue_Forecast_Batch__c.Batch_Process__c Read
Revenue_Forecast_Batch__c.Status__c Read
Revenue_Forecast_Type__c.Actuals__c Read
Revenue_Forecast_Type__c.Corp_Actuals__c Read
Revenue_Forecast_Type__c.Corp_Currency__c Read
Revenue_Forecast_Type__c.Milestone__c Read
Revenue_Forecast_Type__c.Opportunity__c Read
Revenue_Forecast_Type__c.Project__c Read
Revenue_Forecast_Version_Adjustment__c.Active__c Read
Revenue_Forecast_Version_Adjustment__c.Corp_Currency__c Read
Revenue_Forecast_Version_Adjustment__c.Exchange_Rate__c Read
Revenue_Forecast_Version_Adjustment__c.Group__c Read
Revenue_Forecast_Version_Adjustment__c.Milestone__c Read
Revenue_Forecast_Version_Adjustment__c.Notes__c Read
Revenue_Forecast_Version_Adjustment__c.Opportunity__c Read
Revenue_Forecast_Version_Adjustment__c.Practice__c Read
Revenue_Forecast_Version_Adjustment__c.Project__c Read
Revenue_Forecast_Version_Adjustment__c.Region__c Read
Revenue_Forecast_Version_Adjustment__c.Revenue_Forecast_Version__c Read
Revenue_Forecast_Version_Adjustment__c.Scenario__c Read
Revenue_Forecast_Version_Adjustment__c.Time_Period__c Read
Revenue_Forecast_Version_Batch_Log__c.Message__c Read
Revenue_Forecast_Version__c.Apex_Job_Id__c Read
Revenue_Forecast_Version__c.Batch_Process__c Read
Revenue_Forecast_Version__c.Batch_Processing_Status__c Read
Revenue_Forecast_Version__c.Corp_Currency__c Read
Revenue_Forecast_Version__c.Exclude_Opportunity_Probabilities__c Read
Revenue_Forecast_Version__c.Include_Best_Case__c Read
Revenue_Forecast_Version__c.Include_Worst_Case__c Read
Revenue_Forecast_Version__c.Locked__c Read
Revenue_Forecast_Version__c.Opportunity_Best_Case_Threshold__c Read
Revenue_Forecast_Version__c.Opportunity_Expected_Case_Threshold__c Read
Revenue_Forecast_Version__c.Opportunity_Worst_Case_Threshold__c Read
Revenue_Forecast_Version__c.Status__c Read
Revenue_Forecast_Version__c.Version_Grouping_Primary__c Read
Revenue_Forecast__c.Actuals__c Read
Revenue_Forecast__c.Corp_Actuals__c Read
Revenue_Forecast__c.Corp_Currency__c Read
Revenue_Forecast__c.Corp_Revenue_Pending_Recognition__c Read
Revenue_Forecast__c.Corp_Revenue_Recognized_To_Date__c Read
Revenue_Forecast__c.Corp_Scheduled_Revenue__c Read
Revenue_Forecast__c.Corp_Unscheduled_Revenue__c Read
Revenue_Forecast__c.Last_Updated__c Read
Revenue_Forecast__c.Milestone__c Read
Revenue_Forecast__c.Opportunity_Probability__c Read
Revenue_Forecast__c.Opportunity__c Read
Revenue_Forecast__c.Project__c Read
Revenue_Forecast__c.Revenue_Pending_Recognition__c Read
Revenue_Forecast__c.Revenue_Recognized_To_Date__c Read
Revenue_Forecast__c.Scheduled_Revenue__c Read
Revenue_Forecast__c.Time_Period_End__c Read
Revenue_Forecast__c.Time_Period_Start__c Read
Revenue_Forecast__c.Unscheduled_Revenue__c Read
Object Permission Milestone__c Read
Practice__c Read
Proj__c Read
Region__c Read
Revenue_Forecast_Batch_Log__c Read
Revenue_Forecast_Batch_Status__c Read
Revenue_Forecast_Batch__c Read
Revenue_Forecast_Type__c Read
Revenue_Forecast_Version_Adjustment__c Read
Revenue_Forecast_Version_Batch_Log__c Read
Revenue_Forecast_Version__c Read, View All
Revenue_Forecast__c Read
Apex Page Permission RevenueForecastBatchLogHelp Enabled
RevenueForecastHelp Enabled
RevenueForecastTypeHelp Enabled
RevenueForecastVersionDetailHelp Enabled
RevenueForecastVersionHelp Enabled
Tab Permission Review_Forecast_Version Visible


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