Professional Services Automation Permissions

Certinia - PSA - Project Manager

API Name: PSAProjectManager

Includes permission sets for job functions related to the project manager role. For a full list of the included permission sets go to Permission Sets on this permission set group’s detail page and click Permission Sets in Group.


This permission set group contains the following permission sets:

PSAApproveExpenseReports
PSAApproveTimecards
PSACalculateMissingTimecards
PSACalculateTimeVariance
PSACloseAssignments
PSACombineBillingEvents
PSAConfigureRecognitionMethodsForForecast
PSACreateProjects
PSAEditProjectTeamSchedule
PSAEditWorkPlanner
PSAEnterTimeAgainstMilestones
PSAEnterTimeAgainstProjectsAndAssignments
PSAEnterTimeAgainstProjectTask
PSAExpenseEntryAgainstMilestone
PSAExpenseEntryAgainstProjectsAndAssignments
PSAGenerateBillingEvents
PSAInvoiceBillingEvents
PSAManageGanttAndProjectTasks
PSAManageProjectAssignments
PSAManageProjects
PSAManageResourceRequestsForAnOpportunity
PSAManageResourceRequestsForProject
PSAManageResourcingForProjectTasks
PSAOnlineHelp
PSARecalculateBillingData
PSARecalculateSchedules
PSAReleaseBillingEvents
PSARevertBillingData
PSAServicesForecastingOverrides
PSAServicesForecastingProjectManager
PSAServicesForecastingRun
PSAUseProjectPlanner
PSAViewResource
PSAViewCostAndRevenueSummaryForProject
PSAViewProjectTeamSchedule
PSAViewUnfilledResourceRequestsForAProject
PSAViewWorkPlanner
PSAViewRPGHierarchy


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