PSA Permissions

PSA - Use Resource Planner

API Name: PSAUseResourcePlanner

Find view and manage your resources with the resource 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.

TypeItemPermission
Field Permission Contact.AccountId Read
Object Permission Contact Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
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.Group__c Read
Proj__c.Practice__c Read
Proj__c.Project_Id_Chain__c Read
Proj__c.Region__c Read
Resource_Request__c.End_Date__c Edit, Read
Resource_Request__c.Group__c Read
Resource_Request__c.Opportunity__c Edit, 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 Read, Edit
Schedule__c Create, Read, Edit
Team_Schedule_Slot__c Read
Utilization_Engine__c Read
Work_Calendar__c Read
Apex Page Permission NewResourcePlannerHelp Enabled
PlannerScheduler Enabled
ResourcePlanner Enabled
Tab Permission Resource_Planner Visible


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