Professional Services Automation Permissions

PSA - Use Project Planner

API Name: PSAUseProjectPlanner

Find, view, and manage your active projects with the project 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 active projects with the project planner.
Object Permission Account Read Find, view, and manage your active projects with the project planner.
Contact Read Find, view, and manage your active projects with the project 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 active projects with the project planner.
Assignment__c.End_Date__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Is_Billable__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Project__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Resource__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Schedule__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Scheduled_Hours__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Start_Date__c Edit, Read Find, view, and manage your active projects with the project planner.
Assignment__c.Team_Schedule_Slot__c Read Find, view, and manage your active projects with the project planner.
Assignment_Daily_Note__c.Note__c Edit, Read Find, view, and manage your active projects with the project planner.
Contact.Exclude_from_Resource_Planner__c Read Find, view, and manage your active projects with the project planner.
Contact.Group__c Read Find, view, and manage your active projects with the project planner.
Contact.Is_Resource_Active__c Read Find, view, and manage your active projects with the project planner.
Contact.Is_Resource__c Read Find, view, and manage your active projects with the project planner.
Contact.Practice__c Read Find, view, and manage your active projects with the project planner.
Contact.Region__c Read Find, view, and manage your active projects with the project planner.
Contact.Resource_Role__c Read Find, view, and manage your active projects with the project planner.
Contact.Salesforce_User__c Read Find, view, and manage your active projects with the project planner.
Contact.Work_Calendar__c Read Find, view, and manage your active projects with the project planner.
HolidayObj__c.Work_Calendar__c Read Find, view, and manage your active projects with the project planner.
Preference__c.Feature__c Edit, Read Find, view, and manage your active projects with the project planner.
Preference__c.Value__c Edit, Read Find, view, and manage your active projects with the project planner.
Proj__c.Account__c Read Find, view, and manage your active projects with the project planner.
Proj__c.End_Date__c Read Find, view, and manage your active projects with the project planner.
Proj__c.Group__c Read Find, view, and manage your active projects with the project planner.
Proj__c.is_billable__c Read Find, view, and manage your active projects with the project planner.
Proj__c.is_active__c Read Find, view, and manage your active projects with the project planner.
Proj__c.location__c Read Find, view, and manage your active projects with the project planner.
Proj__c.Practice__c Read Find, view, and manage your active projects with the project planner.
Proj__c.Project_Id_Chain__c Read Find, view, and manage your active projects with the project planner.
Proj__c.Region__c Read Find, view, and manage your active projects with the project planner.
Proj__c.Start_Date__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.End_Date__c Edit, Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Group__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Opportunity__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Practice__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Preferred_Schedule__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Project__c Edit, Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Region__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Resource__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Resource_Held__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Resource_Request_Name__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.SOW_Hours__c Edit, Read Find, view, and manage your active projects with the project planner.
Resource_Request__c.Staffer_Resource__c Edit, Read Find, view, and manage your active projects with the project planner.
Schedule__c.Scheduled_Hours__c Edit, Read Find, view, and manage your active projects with the project planner.
Schedule__c.Week_Total_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Friday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Monday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Saturday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Standard_Hours_Per_Day__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Sunday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Thursday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Tuesday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Wednesday_Hours__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Week_Start_Day__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c.Week_Total_Hours__c Read Find, view, and manage your active projects with the project planner.
Object Permission Assignment__c Create, Read, Edit Find, view, and manage your active projects with the project planner.
Assignment_Daily_Note__c Create, Read, Edit, Delete Find, view, and manage your active projects with the project planner.
Filter_Set__c Create, Read, Edit, Delete Find, view, and manage your active projects with the project planner.
Grp__c Read Find, view, and manage your active projects with the project planner.
HolidayObj__c Read Find, view, and manage your active projects with the project planner.
Practice__c Read Find, view, and manage your active projects with the project planner.
Preference__c Create, Read, Edit Find, view, and manage your active projects with the project planner.
Proj__c Read Find, view, and manage your active projects with the project planner.
Region__c Read Find, view, and manage your active projects with the project planner.
Resource_Request__c Create, Read, Edit Find, view, and manage your active projects with the project planner.
Schedule__c Create, Read, Edit Find, view, and manage your active projects with the project planner.
Team_Schedule_Slot__c Read Find, view, and manage your active projects with the project planner.
Work_Calendar__c Read Find, view, and manage your active projects with the project planner.
Apex Page Permission NewProjectPlannerHelp Enabled Find, view, and manage your active projects with the project planner.
PlannerScheduler Enabled Find, view, and manage your active projects with the project planner.
ProjectPlanner Enabled Find, view, and manage your active projects with the project planner.
ProjectPlannerForPM Enabled Find, view, and manage your active projects with the project planner.
Tab Permission Project_Planner Visible Find, view, and manage your active projects with the project planner.
Project_Planner_PM Visible Find, view, and manage your active projects with the project planner.


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