| 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 - 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 - Combine Billing Events |
Combine billing events from the same project in Services Billing tabs. |
PSACombineBillingEvents Changes |
PSA - Create Projects |
Create, clone projects, and manage project setup activities. |
PSACreateProjects Changes |
PSA - Edit Work Planner |
View and edit assignments and resource requests in the PSA Work Planner. |
PSAEditWorkPlanner 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 - 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 - Manage Configuration |
Manage configuration and settings in the PSA package. |
PSAManageConfiguration 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 Resource Requests for a Project |
Create, view, update, and delete resource requests on a project. |
PSAManageResourceRequestsForProject Changes |
PSA - Manage Resource Requests for an Opportunity |
Create, view, update, and delete resource requests on an opportunity. |
PSAManageResourceRequestsForAnOpportunity 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 Actuals |
Recalculate actuals at the project, resource, region, practice or group level. |
PSARecalculateActuals 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 - Staff Resource Requests |
View, hold, unhold, assign, and unassign a resource on a resource request. |
PSAStaffResourceRequests Changes |
PSA - Start and Stop Timers |
Create, view, and delete Timers. |
PSAStartStopTimer Changes |
PSA - Utilization Analytics |
Run a Utilization Analytics calculation and view the results. |
PSAUtilizationAnalytics Changes |
PSA - View Work Planner |
View resources, resource requests and assignments in the PSA Work Planner. |
PSAViewWorkPlanner Changes |
