PSA Permissions
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PSA Permissions
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Changes to Permissions in Fall 2021The following changes have been introduced in the Fall 2021 release.New Permissions AddedNew Permission SetsIHC - Configure MappingsPSA - Approve Expense Reports PSA - Calculate Missing Timecards PSA - Calculate Time Variance PSA - Calculate Utilization PSA - Close Assignments PSA - Create Projects PSA - Enter Expenses Against Milestones PSA - Enter Expenses Against Projects and Assignments PSA - Generate Billing Events PSA - Invoice Billing Events PSA - Manage Expense Limits and Rates PSA - Manage Gantt and Project Tasks PSA - Manage Project Assignments PSA - Manage Project Tasks PSA - Manage Projects PSA - Manage Resource Requests for an Opportunity PSA - Manage Resource Requests for an Project PSA - Manage Resourcing for Project Tasks PSA - Manage Self-Nominations on Work Opportunities PSA - Manage Teams PSA - Manage Vendor Invoices PSA - Match and Assign Resources with Optimizer PSA - Recalculate Actuals PSA - Recalculate Billing Data PSA - Recalculate Project Actuals PSA - Recalculate Resource Actuals PSA - Recalculate Schedules PSA - Release Billing Events PSA - Revert Billing Data PSA - Self Assign to a Project PSA - Self-Nominate for Work Opportunities PSA - Staff Resource Requests PSA - Swap Resources PSA - Use Project Planner PSA - Use Resource Planner PSA - Use Team Schedule Planner PSA - View Cost and Revenue Summary for Opportunity PSA - View Cost and Revenue Summary for Project PSA - View Project Team Schedule PSA - View Unfilled Resource Requests for a Project RevenueManagementPSAIntegrationFields New Permission Set GroupsNo changes have been made in this release.New Custom PermissionsNo changes have been made in this release.Deprecated PermissionsDeprecated Permission SetsPSA. API Name: PSAPSA - Adjust Forecast Version. API Name: PSAServicesForecastingOverrides PSA - Approve Timecards. API Name: PSAApproveTimecards PSA - Close Time Period for Forecasting. API Name: PSACloseTimePeriodForForecasting PSA - Configure Forecast Setup. API Name: PSAServicesForecastingSetup PSA - Configure Recognition Methods for Forecasting. API Name: PSAConfigureRecognitionMethodsForForecast PSA - Create Project From Opportunity. API Name: PSACreateProjectFromOpportunity PSA - Create Project From Opportunity. API Name: PSACreateProjectFromOpportunity PSA - Delete Forecasts. API Name: PSADeleteForecasts PSA - Edit Skill and Certification Ratings. API Name: PSAEditSkillAndCertificationRatings PSA - Enter Time Against Milestones. API Name: PSAEnterTimeAgainstMilestones PSA - Enter Time Against Projects and Assignments. API Name: PSAEnterTimeAgainstProjectsAndAssignments PSA - Enter Time Against Tasks. API Name: PSAEnterTimeAgainstProjectTask PSA - Expenses. API Name: PSAExpenses PSA - Expenses. API Name: PSAExpenses PSA - Lightning Component Apex Class Access. API Name: PSALightningComponentApexClassAccess PSA - Lightning Component Apex Class Access. API Name: PSALightningComponentApexClassAccess PSA - Lock Forecast Version. API Name: PSAServicesForecastingCommit PSA - Manage Configuration. API Name: PSAManageConfiguration PSA - Manage Skill and Certification Ratings. API Name: PSAManageSkillAndCertificationRatings PSA - Manage Skills. API Name: PSASkillsManagement PSA - Manage Your Skill and Certification Ratings. API Name: PSAManageYourSkillAndCertificationRatings PSA - Online Help. API Name: PSAOnlineHelp PSA - Operations. API Name: PSAOperations PSA - Operations. API Name: PSAOperations PSA - Project Management - Create Project From Template. API Name: PSAProjectManagementCreateProjectFromTemplate PSA - Project Management - Create Project From Template. API Name: PSAProjectManagementCreateProjectFromTemplate PSA - Project Versions. API Name: PSAProjectVersions PSA - Project Versions. API Name: PSAProjectVersions PSA - Project Versions - Delete. API Name: PSAProjectVersionsDelete PSA - Project Versions - Delete. API Name: PSAProjectVersionsDelete PSA - Project Versions - Delete. API Name: PSAProjectVersionsDelete PSA - Project Versions - Save. API Name: PSAProjectVersionsSave PSA - Project Versions - Save. API Name: PSAProjectVersionsSave PSA - Project Versions - Save. API Name: PSAProjectVersionsSave PSA - Project Versions - View. API Name: PSAProjectVersionsView PSA - Project Versions - View. API Name: PSAProjectVersionsView PSA - Project Versions - View. API Name: PSAProjectVersionsView PSA - Run Forecast. API Name: PSAServicesForecastingRun PSA - Time and Expense - Mobile Expense. API Name: PSATimeandExpenseMobileExpense PSA - Utilization Analytics. API Name: PSAUtilizationAnalytics PSA - View All Forecasts. API Name: PSAServicesForecastingRegionalManager PSA - View Forecast. API Name: PSAServicesForecastingProjectManager PSA - View Skills Capacity. API Name: PSAViewSkillsCapacity PSA Analytics Integration User Read Access. API Name: PSAAnalyticsIntegrationUserReadAccess PSA Project Manager - Gantt. API Name: PSAProjectManagerGantt PSA Project Manager - Gantt. API Name: PSAProjectManagerGantt PSA Resource API. API Name: PSAResourceAPI PSA Resource API - Assignment. API Name: PSAResourceAPIAssignment PSA Resource API - Contact. API Name: PSAResourceAPIContact PSA Resource API - Person Account. API Name: PSAResourceAPIPersonAccount PSA Timecard API. API Name: PSATimecardAPI TODPermissionSetTeamLead. API Name: TODPermissionSetTeamLead Deprecated Permission Set GroupsNo changes have been made in this release.Deprecated Custom PermissionsPSA - Revenue Forecast - Run. API Name: RevenueForecastRunUpdates to Permission SetsPermissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the FinancialForce Community.Billing Event to Billing Document Integration FF Group - PSA - Ops Team Member FF Group - PSA - Project Manager FF Group - PSA - Resource FF Group - PSA - System Administrator IHC Concur to PSA IHC Jira to PSA PSA - Adjust Forecast Version PSA - Approve Timecards PSA - Configure Forecast Setup PSA - Delete Forecasts PSA - Edit Skill and Certification Ratings PSA - Enter Time Against Milestones PSA - Enter Time Against Projects and Assignments PSA - Enter Time Against Tasks PSA - Lock Forecast Version PSA - Manage Configuration PSA - Manage Resources and Skills PSA - Manage Skill and Certification Ratings PSA - Manage Your Skill and Certification Ratings PSA - Online Help PSA - Run Forecast PSA - Utilization Analytics PSA - View All Forecasts PSA - View Forecast PSA - View Skills Capacity PSA Analytics Integration User Read Access PSA Resource API PSA Resource API - Assignment Updates to Permission Set LabelsFor information about changes to permission set labels, see the Technical Documentation Pack on the FinancialForce Community. |