Professional Services Automation Permissions

PSA - View Forecast

API Name: PSAServicesForecastingProjectManager

View revenue forecasts and revenue forecast versions for relevant projects.

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
Object Permission Opportunity Read View revenue forecasts and revenue forecast versions for relevant projects.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission LookupSearchController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RFV_RenameController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RFV_VersionAdjustmentsController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RFV_VersionDataController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RF_FilterController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RF_FilterTimePeriodsController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RF_SetupController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
TimePeriodRangePickerController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ffui_documentController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ffui_fileIconController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ffui_headerController Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ffui_icon Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ffui_navigation Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ffui_pageRef Enabled View revenue forecasts and revenue forecast versions for relevant projects.
Field Permission Forecast_Curve__c.Max_Forecast_Period__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Curve__c.Total_Curve_Period__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation_Log__c.Message__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Backlog_Calculation__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Batch_Id__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Batch_Process__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Current__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Forecast_Setup__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Group__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Practice__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Region__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Time_Period__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c.Total_Number_Of_Logs__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Actuals__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Adjusted_Value__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Billings_Expenses__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Billings_Milestones__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Billings_Misc_Adjustments__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Billings_Timecards__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Category_Label__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Forecast_Enhanced_Override__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Forecast_Setup_Category__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Forecast_Value__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Override_CreatedBy__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Override_CreatedDate__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Override_Notes__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Override_Value__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Scheduled_Assignments__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Scheduled_Backlog__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Scheduled_Held_Resource_Requests__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Scheduled_Milestones__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Scheduled_Unheld_Resource_Requests__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c.Unscheduled_Backlog__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Billings_Budgets__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Billings_Expenses__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Billings_Milestones__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Billings_Misc_Adjustments__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Billings_Timecards__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Forecast_Enhanced_Calculation__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Opportunity__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Parent_Summary__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Backlog_Budgets__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Backlog_Held_RR__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Backlog_Unheld_RR__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Billings_Budgets__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Billings_Expenses__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Billings_Milestones__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Billings_Misc_Adjustments__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Perpetual_Billings_Timecards__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Project__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Scheduled_Assignments__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Scheduled_Held_Resource_Requests__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Scheduled_Milestones__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Scheduled_Unheld_Resource_Requests__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Unscheduled_Backlog__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c.Unscheduled_Revenue__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup_Category__c.Ordinal__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup__c.Actuals_Cutoff_Offset__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup__c.Default_Opportunity_Curve__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup__c.Default_Project_Curve__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup__c.Is_Active__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup__c.Use_Opportunity_Curve_For_Products__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Milestone__c.Percent_Hours_Completed_For_Recognition__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Milestone__c.Start_Date__c Edit, Read View revenue forecasts and revenue forecast versions for relevant projects.
Proj__c.Percent_Hours_Completed_For_Recognition__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Proj__c.Project_Manager__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Proj__c.Revenue_Forecast_Last_Updated__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Proj__c.Revenue_Forecast_Processing_Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Log__c.Message__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Log__c.Opportunity__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Log__c.Project__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Status__c.Opportunity__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Status__c.Revenue_Forecast_Batch_Update_Pending__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Status__c.Revenue_Forecast_Last_Updated__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Status__c.Revenue_Forecast_Processing_Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch__c.Batch_Id__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch__c.Batch_Process__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch__c.Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c.Actuals__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c.Corp_Actuals__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c.Corp_Currency__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c.Milestone__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c.Opportunity__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c.Project__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Active__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Corp_Currency__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Exchange_Rate__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Group__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Milestone__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Notes__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Opportunity__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Practice__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Project__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Region__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Revenue_Forecast_Version__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Scenario__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c.Time_Period__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Batch_Log__c.Message__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Apex_Job_Id__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Batch_Process__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Batch_Processing_Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Corp_Currency__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Exclude_Opportunity_Probabilities__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Include_Best_Case__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Include_Worst_Case__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Locked__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Locked_Datetime__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Opportunity_Best_Case_Threshold__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Opportunity_Expected_Case_Threshold__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Opportunity_Worst_Case_Threshold__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c.Version_Grouping_Primary__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Actual_Hours__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Actuals__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Actual_Weighted_Effort__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Corp_Actuals__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Corp_Currency__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Corp_Revenue_Pending_Recognition__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Corp_Revenue_Recognized_To_Date__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Corp_Scheduled_Revenue__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Corp_Unscheduled_Revenue__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Last_Updated__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Milestone__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Opportunity_Probability__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Opportunity__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Project__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Revenue_Pending_Recognition__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Revenue_Recognized_To_Date__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Scheduled_Hours__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Scheduled_Revenue__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Scheduled_Weighted_Effort__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Time_Period_End__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Time_Period_Start__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Unscheduled_Hours__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c.Unscheduled_Revenue__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Object Permission Forecast_Curve_Detail__c Create, Read, Edit View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Curve__c Create, Read, Edit View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation_Log__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail_Category__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Detail__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup_Category__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Setup__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Milestone__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Practice__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Proj__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Region__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Log__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch_Status__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Batch__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Type__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Adjustment__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version_Batch_Log__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast_Version__c Read, View All View revenue forecasts and revenue forecast versions for relevant projects.
Revenue_Forecast__c Read View revenue forecasts and revenue forecast versions for relevant projects.
Apex Page Permission ForecastCalculationHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastCurveHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastEnhancedCalculationBatchProgress Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastEnhancedCalculationHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastEnhancedCalculationLogHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastEnhancedDetailCategoryHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastEnhancedDetailHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastView Enabled View revenue forecasts and revenue forecast versions for relevant projects.
ForecastViewHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RevenueForecastBatchLogHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RevenueForecastHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RevenueForecastTypeHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RevenueForecastVersionDetailHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
RevenueForecastVersionHelp Enabled View revenue forecasts and revenue forecast versions for relevant projects.
Tab Permission Forecast_Curve__c Visible View revenue forecasts and revenue forecast versions for relevant projects.
Forecast_Enhanced_Calculation__c Visible View revenue forecasts and revenue forecast versions for relevant projects.
Review_Forecast_Version Visible View revenue forecasts and revenue forecast versions for relevant projects.


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