PSA Permissions

PSA - View Cost and Revenue Summary for Opportunity

API Name: PSAViewCostAndRevenueSummaryForOpportunity

View cost and revenue summary for opportunities.

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 OpportunityLineItem.Product2Id Read
OpportunityLineItem.ServiceDate Read
OpportunityLineItem.UnitPrice Read
OpportunityLineItem.TotalPrice Read
Object Permission Contact Read
Opportunity Read
OpportunityLineItem Read
Product2 Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission PSACostAndRevenueSummaryController Enabled
Field Permission Assignment__c.Bill_Rate__c Read
Assignment__c.Cost_Rate_Amount__c Read
Assignment__c.Cost_Rate_Currency_Code__c Read
Assignment__c.Daily_Bill_Rate__c Read
Assignment__c.Daily_Cost_Rate__c Read
Assignment__c.Scheduled_Days__c Read
Assignment__c.Scheduled_Hours__c Read
Assignment__c.Resource_Request__c Read
Assignment__c.Resource__c Read
Contact.Daily_Default_Cost_Rate__c Read
Contact.Default_Cost_Rate__c Read
Contact.Work_Calendar__c Read
Resource_Request__c.Assignment__c Read
Resource_Request__c.Average_Cost_Rate_Currency_Code__c Read
Resource_Request__c.Average_Cost_Rate_Number__c Read
Resource_Request__c.Requested_Bill_Rate__c Read
Resource_Request__c.Resource_Role__c Read
Resource_Request__c.SOW_Hours__c Read
Resource_Request__c.Staffer_Resource__c Read
Resource_Request__c.Suggested_Bill_Rate_Currency_Code__c Read
Resource_Request__c.Suggested_Bill_Rate_Number__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_Total_Hours__c Read
Object Permission Assignment__c Read
Proj__c Read
Resource_Request__c Read
Work_Calendar__c Read
Apex Page Permission OpportunityCostAndRevenueSummary Enabled


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