| Certinia - PSA - Line Manager |
Includes permission sets for job functions related to the line 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. |
PSALineManager Changes |
Certinia - PSA - Ops Team Member |
Includes permission sets for job functions related to the ops team member 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. |
PSAOpsTeamMember Changes |
Certinia - PSA - Project Manager |
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. |
PSAProjectManager Changes |
Certinia - PSA - Resource |
Includes permission sets for job functions related to the resource 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. |
PSAResources Changes |
Certinia - PSA - Resource Manager |
Includes permission sets for job functions related to the resource 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. |
PSAResourceManager Changes |
Certinia - PSA - Services Leader |
Includes permission sets for job functions related to the services leader 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. |
PSAServicesLeader Changes |
Certinia - PSA - System Administrator |
Includes permission sets for job functions related to the system administrator 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. |
PSASystemAdministrator Changes |
PSA - Create Projects |
Create, clone projects, and manage project setup activities. |
PSACreateProjects Changes |
PSA - Edit Project Team Schedule |
View and edit resource requests and assignments in the PSA Project Team Schedule for all resources assigned to a project. |
PSAEditProjectTeamSchedule Changes |
PSA - Edit Work Planner |
View and edit assignments and resource requests in the PSA Work Planner. |
PSAEditWorkPlanner Changes |
PSA - Enter Time Against Projects and Assignments |
Create, view, and delete timecards entered against projects and assignments from the Time Entry UI or PSA Time Entry Lightning component. Only applies when the default fields and custom settings are used. |
PSAEnterTimeAgainstProjectsAndAssignments Changes |
PSA - Enter Time Against Tasks |
Create, view, and delete timecards entered against project tasks from the Time Entry UI or PSA Time Entry Lightning component. Users must also be assigned the Enter Time Against Projects and Assignments permission set. |
PSAEnterTimeAgainstProjectTask Changes |
PSA - Manage Gantt and Project Tasks |
Edit gantt, manage project tasks and project task assignments. |
PSAManageGanttAndProjectTasks Changes |
PSA - Manage Project Assignments |
Assign resources to a project and manage their assignments. |
PSAManageProjectAssignments Changes |
PSA - Manage Project Tasks |
Create, edit, initiate, and complete project tasks. It also includes permissions to view project and project task gantt. |
PSAManageProjectTasks Changes |
PSA - Manage Resourcing for Project Tasks |
Manage resource requests and assignments for project tasks. |
PSAManageResourcingForProjectTasks Changes |
PSA - Match and Assign Resources with Optimizer |
View the Resource Optimizer page, and assign resources who are matched to resource requests. |
PSAMatchAndAssignResourcesWithOptimizer Changes |
PSA - PS Cloud Analytics Setup |
Assign this to the administrator to create, delete, and view PS Cloud Analytics Setup records. |
PSAPSAAnalyticsSetup Changes |
PSA - Self Assign to a Project |
Assign yourself to eligible projects. |
PSASelfAssignment Changes |
PSA - Start and Stop Timers |
Create, view, and delete Timers. |
PSAStartStopTimer Changes |
PSA - Use Project Planner |
Find, view, and manage your active projects with the project planner. |
PSAUseProjectPlanner Changes |
PSA - Use Resource Planner |
Find, view, and manage your resources with the resource planner. |
PSAUseResourcePlanner Changes |
PSA - Utilization Analytics |
Run a Utilization Analytics calculation and view the results. |
PSAUtilizationAnalytics Changes |
PSA - View Cost and Revenue Summary for Project |
View cost and revenue summary for projects. |
PSAViewCostAndRevenueSummaryForProject Changes |
PSA - View PSA Online Help |
View FinancialForce PSA context-sensitive help topics that provide information on related pages and objects. |
PSAOnlineHelp Changes |
PSA - View Project Team Schedule |
View resource requests and assignments in the PSA Project Team Schedule for all resources assigned to a project. |
PSAViewProjectTeamSchedule Changes |
PSA - View Resource |
View a resource's related information. |
PSAViewResource Changes |
PSA - View Work Planner |
View resources, resource requests and assignments in the PSA Work Planner. |
PSAViewWorkPlanner Changes |
