| Billing Event to Billing Document Integration |
Permission set to be able to update billing events and billing event items, and create and update billing documents and billing document line items, using the Billing Events Integration. |
BillingEventtoBillingDocumentIntegration 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 - Adjust Forecast Version |
Perform revenue forecast version adjustments. |
PSAServicesForecastingOverrides Changes |
PSA - Approve Expense Reports |
Approve or reject pending expense reports. |
PSAApproveExpenseReports Changes |
PSA - Approve Timecards |
Approve or reject timecards using the Manage Timecards to Approve page. |
PSAApproveTimecards Changes |
PSA - Configure Forecast Setup |
Configure the setup for revenue forecasts. |
PSAServicesForecastingSetup Changes |
PSA - Create Projects |
Create, clone projects, and manage project setup activities. |
PSACreateProjects Changes |
PSA - Edit Skill and Certification Ratings |
Edit skill and certification ratings from the Skills Matrix page. |
PSAEditSkillAndCertificationRatings 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 - Enter Time Against Milestones |
Create, view, and delete timecards entered against milestones from the Time Entry UI or PSA Time Entry Lightning component. Users must also be assigned the Enter Time Against Projects and Assignments permission set. |
PSAEnterTimeAgainstMilestones Changes |
PSA - Enter Time Against Projects and Assignments |
Create, view, and delete timecards entered against projects and assignments from the Time Entry UI or PSA Time Entry Lightning component. Only applies when the default fields and custom settings are used. |
PSAEnterTimeAgainstProjectsAndAssignments Changes |
PSA - Manage Create Project Mappings |
Manage the opportunity to project field mappings that are used when creating a project from an opportunity. |
PSAManageCreateProjectMappings Changes |
PSA - Manage Gantt and Project Tasks |
Edit gantt, manage project tasks and project task assignments. |
PSAManageGanttAndProjectTasks Changes |
PSA - Manage Project Assignments |
Assign resources to a project and manage their assignments. |
PSAManageProjectAssignments 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 or Certification objects. |
PSAManageSkillAndCertificationRatings Changes |
PSA - Manage Work Events |
Create and manage work events and work event invites. |
PSAManageWorkEvents 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 - Mobile |
Allows access to PSA features on mobile app. |
PSAMobile 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 - Use Project Planner |
Find, view, and manage your active projects with the project planner. |
PSAUseProjectPlanner Changes |
PSA - Use Resource Planner |
Find, view, and manage your resources with the resource planner. |
PSAUseResourcePlanner Changes |
PSA - View All Forecasts |
View all revenue forecasts and revenue forecast versions. |
PSAServicesForecastingRegionalManager Changes |
PSA - View Financial Information for Project |
View financial information for projects. |
PSAViewCostAndRevenueSummaryForProject Changes |
PSA - View Forecast |
View revenue forecasts and revenue forecast versions for relevant projects. |
PSAServicesForecastingProjectManager Changes |
PSA - View Work Planner |
View resources, resource requests and assignments in the PSA Work Planner. |
PSAViewWorkPlanner Changes |
PSA Resource API |
Autogenerated 1st level PSA Resource API |
PSAResourceAPI Changes |
PSA Resource API - Assignment |
Allows access to create and update assignments, schedules, and timecards using the PSA Resource API. |
PSAResourceAPIAssignment Changes |
