Professional Services Automation 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.

TypeItemPermissionDescription
Field Permission Contact.AccountId Read Find, view, and manage your resources with the resource planner.
Object Permission Contact Read Find, view, and manage your resources with the resource planner.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Field Permission Assignment__c.Bill_Rate__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.End_Date__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Is_Billable__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Project__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Resource__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Schedule__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Scheduled_Hours__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Start_Date__c Edit, Read Find, view, and manage your resources with the resource planner.
Assignment__c.Team_Schedule_Slot__c Read Find, view, and manage your resources with the resource planner.
Assignment_Daily_Note__c.Note__c Edit, Read Find, view, and manage your resources with the resource planner.
Contact.Exclude_from_Resource_Planner__c Read Find, view, and manage your resources with the resource planner.
Contact.Group__c Read Find, view, and manage your resources with the resource planner.
Contact.Is_Resource_Active__c Read Find, view, and manage your resources with the resource planner.
Contact.Is_Resource__c Read Find, view, and manage your resources with the resource planner.
Contact.Practice__c Read Find, view, and manage your resources with the resource planner.
Contact.Region__c Read Find, view, and manage your resources with the resource planner.
Contact.Resource_Role__c Read Find, view, and manage your resources with the resource planner.
Contact.Salesforce_User__c Read Find, view, and manage your resources with the resource planner.
Contact.Work_Calendar__c Read Find, view, and manage your resources with the resource planner.
HolidayObj__c.Work_Calendar__c Read Find, view, and manage your resources with the resource planner.
Preference__c.Feature__c Edit, Read Find, view, and manage your resources with the resource planner.
Preference__c.Value__c Edit, Read Find, view, and manage your resources with the resource planner.
Proj__c.Group__c Read Find, view, and manage your resources with the resource planner.
Proj__c.Practice__c Read Find, view, and manage your resources with the resource planner.
Proj__c.Project_Id_Chain__c Read Find, view, and manage your resources with the resource planner.
Proj__c.Region__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.End_Date__c Edit, Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Group__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Opportunity__c Edit, Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Practice__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Preferred_Schedule__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Project__c Edit, Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Region__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Resource__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Resource_Held__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Resource_Request_Name__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.SOW_Hours__c Edit, Read Find, view, and manage your resources with the resource planner.
Resource_Request__c.Staffer_Resource__c Edit, Read Find, view, and manage your resources with the resource planner.
Schedule__c.Scheduled_Hours__c Edit, Read Find, view, and manage your resources with the resource planner.
Schedule__c.Week_Total_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Friday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Monday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Saturday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Standard_Hours_Per_Day__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Sunday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Thursday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Tuesday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Wednesday_Hours__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Week_Start_Day__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c.Week_Total_Hours__c Read Find, view, and manage your resources with the resource planner.
Object Permission Assignment__c Create, Read, Edit Find, view, and manage your resources with the resource planner.
Assignment_Daily_Note__c Create, Read, Edit, Delete Find, view, and manage your resources with the resource planner.
Filter_Set__c Create, Read, Edit, Delete Find, view, and manage your resources with the resource planner.
Grp__c Read Find, view, and manage your resources with the resource planner.
HolidayObj__c Read Find, view, and manage your resources with the resource planner.
Practice__c Read Find, view, and manage your resources with the resource planner.
Preference__c Create, Read, Edit Find, view, and manage your resources with the resource planner.
Proj__c Read Find, view, and manage your resources with the resource planner.
Region__c Read Find, view, and manage your resources with the resource planner.
Resource_Request__c Read, Edit Find, view, and manage your resources with the resource planner.
Schedule__c Create, Read, Edit Find, view, and manage your resources with the resource planner.
Team_Schedule_Slot__c Read Find, view, and manage your resources with the resource planner.
Utilization_Engine__c Read Find, view, and manage your resources with the resource planner.
Work_Calendar__c Read Find, view, and manage your resources with the resource planner.
Apex Page Permission NewResourcePlannerHelp Enabled Find, view, and manage your resources with the resource planner.
PlannerScheduler Enabled Find, view, and manage your resources with the resource planner.
ResourcePlanner Enabled Find, view, and manage your resources with the resource planner.
Tab Permission Resource_Planner Visible Find, view, and manage your resources with the resource planner.


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