PSA - Use Project Planner

API Name: PSAUseProjectPlanner

Find view and manage your active projects with the project planner.

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
Field Permission	Contact.AccountId	Read
Object Permission	Account	Read
	Contact	Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

Type	Item	Permission
Field Permission	Assignment__c.Bill_Rate__c	Edit, Read
	Assignment__c.End_Date__c	Edit, Read
	Assignment__c.Is_Billable__c	Edit, Read
	Assignment__c.Project__c	Edit, Read
	Assignment__c.Resource__c	Edit, Read
	Assignment__c.Schedule__c	Edit, Read
	Assignment__c.Scheduled_Hours__c	Edit, Read
	Assignment__c.Start_Date__c	Edit, Read
	Assignment__c.Team_Schedule_Slot__c	Read
	Assignment_Daily_Note__c.Note__c	Edit, Read
	Contact.Exclude_from_Resource_Planner__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.Salesforce_User__c	Read
	Contact.Work_Calendar__c	Read
	HolidayObj__c.Work_Calendar__c	Read
	Proj__c.Account__c	Read
	Proj__c.End_Date__c	Read
	Proj__c.Group__c	Read
	Proj__c.is_billable__c	Read
	Proj__c.is_active__c	Read
	Proj__c.location__c	Read
	Proj__c.Practice__c	Read
	Proj__c.Project_Id_Chain__c	Read
	Proj__c.Region__c	Read
	Proj__c.Start_Date__c	Read
	Resource_Request__c.End_Date__c	Edit, Read
	Resource_Request__c.Group__c	Read
	Resource_Request__c.Opportunity__c	Read
	Resource_Request__c.Practice__c	Read
	Resource_Request__c.Preferred_Schedule__c	Read
	Resource_Request__c.Project__c	Edit, Read
	Resource_Request__c.Region__c	Read
	Resource_Request__c.Resource__c	Read
	Resource_Request__c.Resource_Held__c	Read
	Resource_Request__c.Resource_Request_Name__c	Read
	Resource_Request__c.SOW_Hours__c	Edit, Read
	Resource_Request__c.Staffer_Resource__c	Edit, Read
	Schedule__c.Scheduled_Hours__c	Edit, Read
	Schedule__c.Week_Total_Hours__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
	Work_Calendar__c.Week_Start_Day__c	Read
	Work_Calendar__c.Week_Total_Hours__c	Read
Object Permission	Assignment__c	Create, Read, Edit
	Assignment_Daily_Note__c	Create, Read, Edit, Delete
	Filter_Set__c	Create, Read, Edit, Delete
	Grp__c	Read
	HolidayObj__c	Read
	Practice__c	Read
	Preference__c	Read
	Proj__c	Read
	Region__c	Read
	Resource_Request__c	Create, Read, Edit
	Schedule__c	Create, Read, Edit
	Team_Schedule_Slot__c	Read
	Work_Calendar__c	Read
Apex Page Permission	NewProjectPlannerHelp	Enabled
	PlannerScheduler	Enabled
	ProjectPlanner	Enabled
	ProjectPlannerForPM	Enabled
Tab Permission	Project_Planner	Visible
	Project_Planner_PM	Visible