Professional Services Automation Permissions

PSA - Edit Work Planner

API Name: PSAEditWorkPlanner

View and edit assignments and resource requests in the PSA Work 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.ReportsToId Read View and edit assignments and resource requests in the PSA Work Planner.
Object Permission Contact Read View and edit assignments and resource requests in the PSA Work Planner.
Opportunity Read View and edit assignments and resource requests in the PSA Work Planner.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission AssignmentProgressController Enabled View and edit assignments and resource requests in the PSA Work Planner.
AssignmentTasksController Enabled View and edit assignments and resource requests in the PSA Work Planner.
LightningOutController Enabled View and edit assignments and resource requests in the PSA Work Planner.
LoadFieldSet Enabled View and edit assignments and resource requests in the PSA Work Planner.
LookupSearchController Enabled View and edit assignments and resource requests in the PSA Work Planner.
MatchQualityController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_ResourceRequestController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_CreateResourceRequestController Enabled View and edit assignments and resource requests in the PSA Work Planner.
SkillSetController Enabled View and edit assignments and resource requests in the PSA Work Planner.
SObjectController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_ContactCardAvailabilityController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_HoverDetailsController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_ResourceAvailabilityTilesController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_CloneAssignmentController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_CloneResourceRequestController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_SwapOrSplitRecordController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_WorkCalendarDataController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RMS_ReschedulingController Enabled View and edit assignments and resource requests in the PSA Work Planner.
CustomSettingController Enabled View and edit assignments and resource requests in the PSA Work Planner.
ResourcingAssignmentSchedController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RMS_ScheduleDataController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RMWP_LineManagerController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RMWP_ProjectManagerController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RMWP_ResourceWorkPlannerController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RMWP_WorkPlannerController Enabled View and edit assignments and resource requests in the PSA Work Planner.
ffui_documentController Enabled View and edit assignments and resource requests in the PSA Work Planner.
ffui_fileIconController Enabled View and edit assignments and resource requests in the PSA Work Planner.
RM_CreateAssignmentController Enabled View and edit assignments and resource requests in the PSA Work Planner.
Field Permission Assignment__c.Is_Billable__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Bill_rate__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Use_Resource_Default_Cost_Rate__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Cost_Rate_Amount__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Start_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.End_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Exclude_from_Planners__c Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Resource__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Role__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Milestone__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Schedule__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Scheduled_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Assignment__c.Project__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Resource_Role__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Group__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Is_Resource__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Is_Resource_Active__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Practice__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Region__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Salesforce_User__c Read View and edit assignments and resource requests in the PSA Work Planner.
Contact.Work_Calendar__c Read View and edit assignments and resource requests in the PSA Work Planner.
Milestone__c.Project__c Read View and edit assignments and resource requests in the PSA Work Planner.
HolidayObj__c.Work_Calendar__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Is_Active__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Allow_Expenses_Without_Assignment__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Allow_Timecards_Without_Assignment__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Start_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.End_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Project_Manager__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Region__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Practice__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Group__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Account__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c.Is_Billable__c Read View and edit assignments and resource requests in the PSA Work Planner.
Project_Task_Assignment__c.Assignment__c Read View and edit assignments and resource requests in the PSA Work Planner.
Project_Task__c.Start_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Project_Task__c.End_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.End_Date__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Exclude_from_Planners__c Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Group__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Practice__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Preferred_Schedule__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Project__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Region__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Resource_Held__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.SOW_Hours__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Resource__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Staffer_Resource__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Status__c Read View and edit assignments and resource requests in the PSA Work Planner.
Skill_Certification_Rating__c.Aspiration__c Read View and edit assignments and resource requests in the PSA Work Planner.
Skill_Certification_Rating__c.Certified__c Read View and edit assignments and resource requests in the PSA Work Planner.
Skill_Certification_Rating__c.Numerical_Rating__c Read View and edit assignments and resource requests in the PSA Work Planner.
Skill_Certification_Rating__c.Rating__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Friday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Saturday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Sunday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Monday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Tuesday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Wednesday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c.Thursday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule__c.Scheduled_Hours__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.End_Date__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Friday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Monday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Saturday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Sunday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Thursday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Tuesday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c.Wednesday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Total_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Assignment__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Status__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Monday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Tuesday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Wednesday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Thursday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Friday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Saturday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Sunday_Hours__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c.Resource__c Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Resource_Role__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c.Opportunity__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c.Desirable__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c.Minimum_Rating__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c.Is_Primary__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c.Skill_Set__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c.Resource_Request__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c.Match_All__c Edit, Read View and edit assignments and resource requests in the PSA Work Planner.
SkillSet_Skill__c.Rating__c Read View and edit assignments and resource requests in the PSA Work Planner.
SkillSet_Skill__c.Desirable__c Read View and edit assignments and resource requests in the PSA Work Planner.
Skill__c.Record_Type_Name__c Read View and edit assignments and resource requests in the PSA Work Planner.
Object Permission Assignment__c Create, Read, Edit View and edit assignments and resource requests in the PSA Work Planner.
Grp__c Read View and edit assignments and resource requests in the PSA Work Planner.
HolidayObj__c Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Request__c Create, Read, Edit View and edit assignments and resource requests in the PSA Work Planner.
Schedule__c Create, Read, Edit View and edit assignments and resource requests in the PSA Work Planner.
Schedule_Exception__c Read, Edit View and edit assignments and resource requests in the PSA Work Planner.
Practice__c Read View and edit assignments and resource requests in the PSA Work Planner.
Proj__c Read View and edit assignments and resource requests in the PSA Work Planner.
Project_Task__c Read View and edit assignments and resource requests in the PSA Work Planner.
Project_Task_Assignment__c Read View and edit assignments and resource requests in the PSA Work Planner.
Work_Calendar__c Read View and edit assignments and resource requests in the PSA Work Planner.
Region__c Read View and edit assignments and resource requests in the PSA Work Planner.
Timecard_Header__c Read View and edit assignments and resource requests in the PSA Work Planner.
Skill__c Read View and edit assignments and resource requests in the PSA Work Planner.
Resource_Skill_Request__c Create, Read View and edit assignments and resource requests in the PSA Work Planner.
Skill_Set__c Read View and edit assignments and resource requests in the PSA Work Planner.
Milestone__c Read View and edit assignments and resource requests in the PSA Work Planner.
SkillSet_Skill__c Read, View All View and edit assignments and resource requests in the PSA Work Planner.
Tab Permission Work_Planner Visible View and edit assignments and resource requests in the PSA Work Planner.


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