| 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 |
PS Cloud Analytics Integration User Read Access |
Assign this to the Integration User to extract the data from your PSA objects and display it in Analytics. |
PSAAnalyticsIntegrationUserReadAccess Changes |
PSA - Combine Billing Events |
Combine billing events from the same project in Services Billing tabs. |
PSACombineBillingEvents Changes |
PSA - Configure Forecast Setup |
Configure the setup for revenue forecasts. |
PSAServicesForecastingSetup Changes |
PSA - Edit Work Planner |
View and edit assignments and resource requests in the PSA Work Planner. |
PSAEditWorkPlanner Changes |
PSA - Enter Expenses Against Projects and Assignments |
Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report. |
PSAExpenseEntryAgainstProjectsAndAssignments Changes |
PSA - Generate Billing Events |
Generate billing events and billing event batches for billing eligible business records. |
PSAGenerateBillingEvents Changes |
PSA - Invoice Billing Events |
Mark billing events as invoiced. |
PSAInvoiceBillingEvents Changes |
PSA - Lock Forecast Version |
Lock revenue forecast versions. |
PSAServicesForecastingCommit Changes |
PSA - Manage Gantt and Project Tasks |
Edit gantt, manage project tasks and project task assignments. |
PSAManageGanttAndProjectTasks 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 Projects |
Create and manage records and activities for projects. |
PSAManageProjects Changes |
PSA - Manage Skill and Certification Ratings |
View and manage skill and certification ratings for resources from the Skills Matrix page and through the Salesforce standard Contact and Skill/Certification objects. |
PSAManageSkillAndCertificationRatings Changes |
PSA - Manage Your Skill and Certification Ratings |
Manage your own skill and certification ratings from the PSA Manage Skills and Certifications Lightning component. |
PSAManageYourSkillAndCertificationRatings 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 - Recalculate Billing Data |
Recalculate billing event data to match associated records, where changes have been made since generation. |
PSARecalculateBillingData Changes |
PSA - Release Billing Events |
Release billing events and billing event batches. |
PSAReleaseBillingEvents Changes |
PSA - Revert Billing Data |
Remove billing events and billing event items, and revert all associated records to a state when they are eligible for billing again. |
PSARevertBillingData Changes |
PSA - Run Forecast |
Run a revenue forecast. |
PSAServicesForecastingRun Changes |
PSA - Staff Resource Requests |
View, hold, unhold, assign, and unassign a resource on a resource request. |
PSAStaffResourceRequests Changes |
PSA - Utilization Analytics |
Run a Utilization Analytics calculation and view the results. |
PSAUtilizationAnalytics Changes |
PSA - View All Forecasts |
View all revenue forecasts and revenue forecast versions. |
PSAServicesForecastingRegionalManager Changes |
PSA - View Forecast |
View revenue forecasts and revenue forecast versions for relevant projects. |
PSAServicesForecastingProjectManager 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 Work Planner |
View resources, resource requests and assignments in the PSA Work Planner. |
PSAViewWorkPlanner Changes |
