Professional Services Automation Permissions

PSA - Enter Expenses Against Projects and Assignments

API Name: PSAExpenseEntryAgainstProjectsAndAssignments

Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.

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 Contact Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission CollateExpenseAttachmentsToPDFController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
EM_CloneExpenseReportController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
EM_CombineAttachmentsController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
EM_ExpenseEntryController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
EM_ExpenseCommonController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
EM_ExpenseReportFormController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
ffui_documentController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
FileAttachmentController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
LoadFieldSet Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
LookupSearchController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
ResourceInfoController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
SObjectController Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Field Permission Assignment__c.Closed_For_Expense_Entry__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Assignment__c.Nick_Name__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Assignment__c.Project__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Assignment__c.Resource__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Assignment__c.Is_Billable__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Contact.Resource_Role__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Contact.Salesforce_User__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Contact.Group__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Contact.Practice__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Contact.Region__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Applied_Expense_Rate__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Assignment__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Billable_Amount__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Description__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Distance__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Exchange_Rate_Resource_Defined__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Expense_Report__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Incurred_Tax__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Incurred_Tax_Non_Billable__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Non_Billable_Incurred_Amount__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Non_Reimbursible__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Project__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Rate_Unit__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Reimbursement_Amount__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Resource__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Tax_Type__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Type__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Status__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c.Billable__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Assignment__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Description__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Name Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Project__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Resource__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.First_Expense_Date__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Billable__c Edit, Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Submitted__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Approved__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c.Include_In_Financials__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Limit_Rate__c.Amount__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Limit_Rate__c.Rate_Unit__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Limit_Rate__c.Type__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Account__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Allow_Expenses_Without_Assignment__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Closed_For_Expense_Entry__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Group__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Is_Active__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Is_Billable__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Practice__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c.Region__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Object Permission Assignment__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense__c Create, Read, Edit, Delete Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Limit_Rate__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Expense_Report__c Create, Read, Edit, Delete Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Grp__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Practice__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Proj__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Region__c Read Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Apex Page Permission CollateExpenseAttachmentsToPDF Enabled Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Tab Permission Expense_Report__c Visible Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.


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