Professional Services Automation Permissions

PSA - Create Projects

API Name: PSACreateProjects

Create, clone projects, and manage project setup activities.

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 Opportunity.AccountId Read Create, clone projects, and manage project setup activities.
Opportunity.Amount Read Create, clone projects, and manage project setup activities.
Opportunity.IsPrivate Read Create, clone projects, and manage project setup activities.
OpportunityLineItem.ListPrice Read Create, clone projects, and manage project setup activities.
OpportunityLineItem.ServiceDate Read Create, clone projects, and manage project setup activities.
OpportunityLineItem.TotalPrice Read Create, clone projects, and manage project setup activities.
Object Permission Opportunity Read, Edit Create, clone projects, and manage project setup activities.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission AAFT_Controller Enabled Create, clone projects, and manage project setup activities.
AMFT_AddMilestonesFromTempController Enabled Create, clone projects, and manage project setup activities.
ARFT_AddRecordsFromTempController Enabled Create, clone projects, and manage project setup activities.
ARRFT_AddRRsFromTempController Enabled Create, clone projects, and manage project setup activities.
AsyncApexJobProgressController Enabled Create, clone projects, and manage project setup activities.
ATFT_AddTasksFromTemplateController Enabled Create, clone projects, and manage project setup activities.
CPFT_CreateProjectController Enabled Create, clone projects, and manage project setup activities.
CPFT_RecordAccordionController Enabled Create, clone projects, and manage project setup activities.
LookupSearchController Enabled Create, clone projects, and manage project setup activities.
PT_ProjectSearchGridController Enabled Create, clone projects, and manage project setup activities.
Field Permission Assignment_Milestone__c.Resource_Id__c Read Create, clone projects, and manage project setup activities.
Assignment__c.Bill_Rate__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Planned_Bill_Rate__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Cost_Rate_Amount__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Cost_Rate__c Read Create, clone projects, and manage project setup activities.
Assignment__c.Daily_Bill_Rate__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.End_Date__c Read Create, clone projects, and manage project setup activities.
Assignment__c.Is_Billable__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Milestone__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Planned_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Resource_Request__c Read Create, clone projects, and manage project setup activities.
Assignment__c.Resource__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Role__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Schedule__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Show_Assignment_Methodologies_Only__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Show_Assignment_Milestones_Only__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Show_Assignment_Phases_Only__c Edit, Read Create, clone projects, and manage project setup activities.
Assignment__c.Start_Date__c Read Create, clone projects, and manage project setup activities.
Assignment__c.Use_Resource_Default_Cost_Rate__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Account__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Description__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Expense_Amount__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Opportunity__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.PreBilledAmount__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Pre_Billed_Amount__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Status__c Edit, Read Create, clone projects, and manage project setup activities.
Budget__c.Total_Amount__c Read Create, clone projects, and manage project setup activities.
Budget__c.Type__c Edit, Read Create, clone projects, and manage project setup activities.
Contact.Work_Calendar__c Read Create, clone projects, and manage project setup activities.
Milestone__c.Actual_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Approver__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Description__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Estimated_Time_To_Completion__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Log_Milestone_Cost_As_External__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Milestone_Cost__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Planned_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Opportunity_Product__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Requires_Customer_Sign_off__c Edit, Read Create, clone projects, and manage project setup activities.
Milestone__c.Start_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Opportunity.Group__c Read Create, clone projects, and manage project setup activities.
Opportunity.Practice__c Read Create, clone projects, and manage project setup activities.
Opportunity.Pre_Billed_Amount__c Read Create, clone projects, and manage project setup activities.
Opportunity.Primary_Project__c Read Create, clone projects, and manage project setup activities.
Opportunity.Region__c Read Create, clone projects, and manage project setup activities.
Opportunity.Services_Attached_From_Products__c Read Create, clone projects, and manage project setup activities.
OpportunityLineItem.Added_To_Project__c Edit, Read Create, clone projects, and manage project setup activities.
OpportunityLineItem.IsServicesProductLine__c Read Create, clone projects, and manage project setup activities.
Proj__c.Account__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Action_Update_Current_Time_Period__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Copy_Child_Records_from_Template_Async__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.End_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Exclude_From_Billing__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Exclude_from_Backlog__c Read Create, clone projects, and manage project setup activities.
Proj__c.Group__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Is_Active__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Is_Billable__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Is_Template__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Notes__c Read Create, clone projects, and manage project setup activities.
Proj__c.Opportunity_Owner__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Opportunity__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Parent_Project__c Read Create, clone projects, and manage project setup activities.
Proj__c.Planned_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Practice__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Project_ID_Chain__c Read Create, clone projects, and manage project setup activities.
Proj__c.Project_Manager__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Region__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Start_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Time_Credited__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Time_Excluded__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Time_Zone__c Edit, Read Create, clone projects, and manage project setup activities.
Proj__c.Work_Calendar__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Location__c.Description__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Location__c.End_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Location__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Location__c.Start_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Methodology__c.Description__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Methodology__c.End_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Methodology__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Methodology__c.Start_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Phase__c.Description__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Phase__c.End_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Phase__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Phase__c.Start_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.Allocation_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.Allocation_Percentage__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.Assignment__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.External_Resource__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.Resource_Request__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.Resource__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c.Resource_Role__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Dependency__c.Lag_Time_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Dependency__c.Preceding_Task__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Dependency__c.Type__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task_Dependency__c.Dependency_Display_Units__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Assigned_Resources__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Description__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Duration_Unit__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.End_Date_Time__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Estimated_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Estimated_Time_To_Completion__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Hierarchy_Depth__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Milestone__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Order__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Parent_Task__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Points__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Projected_Hours__c Read Create, clone projects, and manage project setup activities.
Project_Task__c.Start_Date_Time__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Status__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Synchronize_Milestone_And_Task__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Top_level_Parent_Task__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.WBS_Element_Number__c Edit, Read Create, clone projects, and manage project setup activities.
Project_Task__c.Work_Calendar__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Assignment__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.End_Date__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Exclude_from_Planners__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Group__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Milestone__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Notes__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Opportunity__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Percent_Allocated__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Planned_Bill_Rate__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Practice__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Preferred_Schedule__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Primary_Skill_Certification__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Primary_Skill_Minimum_Rating__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Primary_Skill_Certification__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Primary_Skill_Minimum_Rating__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Region__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Request_Priority__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Requested_Bill_Rate__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Resource_Held__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Resource_Request_Name__c Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Resource_Role__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Resource__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.SOW_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Staffer_Approval_Required__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Staffer_Resource__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Request__c.Status__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c.Desirable__c Read Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c.Is_Primary__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c.Match_All__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c.Minimum_Rating__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c.Skill_Record_Type__c Edit, Read Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c.Resource_Request__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Contingency__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Date_Raised__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Impact__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Likelihood__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Milestone__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Project__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Project_Task__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Risk_Description__c Edit, Read Create, clone projects, and manage project setup activities.
Risk__c.Status__c Edit, Read Create, clone projects, and manage project setup activities.
Schedule__c.Scheduled_Hours__c Edit, Read Create, clone projects, and manage project setup activities.
UI_Helper__c.Date__c Edit, Read Create, clone projects, and manage project setup activities.
Object Permission Assignment__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Assignment_Milestone__c Create, Read Create, clone projects, and manage project setup activities.
Assignment_Project_Methodology__c Create, Read Create, clone projects, and manage project setup activities.
Assignment_Project_Phase__c Create, Read Create, clone projects, and manage project setup activities.
Budget__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Grp__c Read Create, clone projects, and manage project setup activities.
HolidayObj__c Read Create, clone projects, and manage project setup activities.
Milestone__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Practice__c Read Create, clone projects, and manage project setup activities.
Proj__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Project_Location__c Create, Read Create, clone projects, and manage project setup activities.
Project_Methodology__c Create, Read Create, clone projects, and manage project setup activities.
Project_Phase__c Create, Read Create, clone projects, and manage project setup activities.
Project_Task_Assignment__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Project_Task_Dependency__c Create, Read Create, clone projects, and manage project setup activities.
Project_Task__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Region__c Read Create, clone projects, and manage project setup activities.
Resource_Request__c Create, Read, Edit Create, clone projects, and manage project setup activities.
Resource_Skill_Request__c Create, Read Create, clone projects, and manage project setup activities.
Risk__c Create, Read Create, clone projects, and manage project setup activities.
Schedule__c Create, Read Create, clone projects, and manage project setup activities.
Skill__c Read Create, clone projects, and manage project setup activities.
Skill_Set__c Read Create, clone projects, and manage project setup activities.
UI_Helper__c Create, Read Create, clone projects, and manage project setup activities.
Work_Calendar__c Read Create, clone projects, and manage project setup activities.
Apex Page Permission CopyFromTemplateForward Enabled Create, clone projects, and manage project setup activities.
CreateProjectFromOpportunity Enabled Create, clone projects, and manage project setup activities.
CreateProjectFromOpportunityForward Enabled Create, clone projects, and manage project setup activities.
CreateProjectFromTemplate Enabled Create, clone projects, and manage project setup activities.
CreateProjectFromTemplateForward Enabled Create, clone projects, and manage project setup activities.
OppAddResReqFromTemplate Enabled Create, clone projects, and manage project setup activities.
PSACreateProjectFromTemplate Enabled Create, clone projects, and manage project setup activities.
Tab Permission Create_Project Visible Create, clone projects, and manage project setup activities.
Create_Project_From_Template Visible Create, clone projects, and manage project setup activities.
Proj__c Visible Create, clone projects, and manage project setup activities.


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