Services CPQ Permissions

SCPQ - Create Projects from Estimates

API Name: CreateProjectsFromEstimates

Create projects from estimates.

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 OpportunityLineItem.ServiceDate Edit, Read Create projects from estimates.
OpportunityLineItem.Product2Id Edit, Read Create projects from estimates.
OpportunityLineItem.PricebookEntryId Edit, Read Create projects from estimates.
OpportunityLineItem.UnitPrice Edit, Read Create projects from estimates.
OpportunityLineItem.Description Edit, Read Create projects from estimates.
Object Permission Opportunity Read Create projects from estimates.
OpportunityLineItem Create, Read, Edit Create projects from estimates.
PricebookEntry Read Create projects from estimates.
Product2 Read Create projects from estimates.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Application Access Services_CPQ_Lightning Visible Create projects from estimates.
Apex Class Permission BryntumGridController Enabled Create projects from estimates.
CPQCustomSettingController Enabled Create projects from estimates.
EditProjectDetailsController Enabled Create projects from estimates.
EstimateBuilderController Enabled Create projects from estimates.
EstimateSearchGridController Enabled Create projects from estimates.
LookupController Enabled Create projects from estimates.
CPFE_GroupingCriteriaController Enabled Create projects from estimates.
OpportunityEstimateSummaryController Enabled Create projects from estimates.
OpportunityProductAccordionController Enabled Create projects from estimates.
PermissionsController Enabled Create projects from estimates.
RateCardController Enabled Create projects from estimates.
ResourceRequestPreviewController Enabled Create projects from estimates.
CPFE_ProjectTaskPreviewController Enabled Create projects from estimates.
CPFE_MilestonePreviewController Enabled Create projects from estimates.
ScheduleController Enabled Create projects from estimates.
WorkCalendarController Enabled Create projects from estimates.
SObjectController Enabled Create projects from estimates.
SObjectSaveController Enabled Create projects from estimates.
RoleRequestSaveController Enabled Create projects from estimates.
cpfe_AddToProjectActionController Enabled Create projects from estimates.
cpfe_CreateFromEstimateController Enabled Create projects from estimates.
cpfe_CreateProjectActionController Enabled Create projects from estimates.
cpfe_PushToOpportunityActionController Enabled Create projects from estimates.
CPFE_BudgetPreviewController Enabled Create projects from estimates.
EstimateLockController Enabled Create projects from estimates.
Field Permission Estimate_Line_Set__c.Estimate__c Read Create projects from estimates.
Estimate_Line_Set__c.Billing_Type__c Read Create projects from estimates.
Estimate_Line_Set__c.End_Date__c Read Create projects from estimates.
Estimate_Line_Set__c.Estimate_Product__c Read Create projects from estimates.
Estimate_Line_Set__c.Net_Bill_Amount__c Read Create projects from estimates.
Estimate_Line_Set__c.Start_Date__c Read Create projects from estimates.
Estimate_Line_Set__c.Order__c Read Create projects from estimates.
Estimate_Product_Instance__c.Billing_Type__c Read Create projects from estimates.
Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c Read Create projects from estimates.
Estimate_Product_Instance__c.Opportunity_Line_Item__c Edit, Read Create projects from estimates.
Estimate_Product_Instance__c.Project__c Read Create projects from estimates.
Estimate_Product__c.Product__c Read Create projects from estimates.
Estimate_Role_Request__c.Estimate__c Read Create projects from estimates.
Estimate_Role_Request__c.Actual_Cost_Rate__c Read Create projects from estimates.
Estimate_Role_Request__c.Average_Cost_Rate__c Read Create projects from estimates.
Estimate_Role_Request__c.Estimate_Product__c Read Create projects from estimates.
Estimate_Role_Request__c.Estimate_Task__c Read Create projects from estimates.
Estimate_Role_Request__c.Is_Hours_Calculated__c Read Create projects from estimates.
Estimate_Role_Request__c.External_Resource__c Read Create projects from estimates.
Estimate_Role_Request__c.Group__c Read Create projects from estimates.
Estimate_Role_Request__c.Percent_Discount__c Read Create projects from estimates.
Estimate_Role_Request__c.Practice__c Read Create projects from estimates.
Estimate_Role_Request__c.Region__c Read Create projects from estimates.
Estimate_Role_Request__c.Requested_Bill_Rate__c Read Create projects from estimates.
Estimate_Role_Request__c.Resource_Request__c Edit, Read Create projects from estimates.
Estimate_Role_Request__c.Suggested_Bill_Rate__c Read Create projects from estimates.
Estimate_Role_Request__c.Net_Amount__c Read Create projects from estimates.
Estimate_Task__c.Estimate__c Read Create projects from estimates.
Estimate_Task__c.Bill_Amount__c Read Create projects from estimates.
Estimate_Task__c.Cost_Amount__c Read Create projects from estimates.
Estimate_Task__c.End_Date__c Read Create projects from estimates.
Estimate_Task__c.Estimate_Product__c Read Create projects from estimates.
Estimate_Task__c.Hours__c Read Create projects from estimates.
Estimate_Task__c.Margin__c Read Create projects from estimates.
Estimate_Task__c.Net_Bill_Amount__c Read Create projects from estimates.
Estimate_Task__c.Order__c Read Create projects from estimates.
Estimate_Task__c.Percent_Discount__c Read Create projects from estimates.
Estimate_Task__c.Start_Date__c Read Create projects from estimates.
Estimate_Task__c.Estimate_Line_Set__c Read Create projects from estimates.
Estimate_Task__c.Parent_Estimate_Task__c Read Create projects from estimates.
Estimate__c.Account__c Read Create projects from estimates.
Estimate__c.Amount__c Read Create projects from estimates.
Estimate__c.Apply_Discount_To_Cost_Contingency__c Read Create projects from estimates.
Estimate__c.Billing_Type__c Read Create projects from estimates.
Estimate__c.Independent_Line_Set_Billing_Type__c Read Create projects from estimates.
Estimate__c.Independent_Line_Set_FP_Margin_Percent__c Read Create projects from estimates.
Estimate__c.Cost_Contingency__c Read Create projects from estimates.
Estimate__c.Cost__c Read Create projects from estimates.
Estimate__c.Discount__c Read Create projects from estimates.
Estimate__c.Duration__c Read Create projects from estimates.
Estimate__c.End_Date__c Read Create projects from estimates.
Estimate__c.Expense__c Read Create projects from estimates.
Estimate__c.Total_Non_Billable_Expenses__c Read Create projects from estimates.
Estimate__c.Global_Discount__c Read Create projects from estimates.
Estimate__c.Group__c Read Create projects from estimates.
Estimate__c.Is_Primary__c Read Create projects from estimates.
Estimate__c.Is_Pushed_To_Opportunity__c Read Create projects from estimates.
Estimate__c.Margin__c Read Create projects from estimates.
Estimate__c.Net_Amount__c Read Create projects from estimates.
Estimate__c.Opportunity__c Read Create projects from estimates.
Estimate__c.Opportunity_Line_Item__c Edit, Read Create projects from estimates.
Estimate__c.Percent_Discount__c Read Create projects from estimates.
Estimate__c.Percent_Global_Discount__c Read Create projects from estimates.
Estimate__c.Percent_Margin__c Read Create projects from estimates.
Estimate__c.Practice__c Read Create projects from estimates.
Estimate__c.Project__c Read Create projects from estimates.
Estimate__c.Region__c Read Create projects from estimates.
Estimate__c.Stage_Name__c Read Create projects from estimates.
Estimate__c.Start_Date__c Read Create projects from estimates.
Estimate__c.State__c Read Create projects from estimates.
OpportunityLineItem.pse__IsServicesProductLine__c Edit, Read Create projects from estimates.
pse__Budget__c.pse__Account__c Edit, Read Create projects from estimates.
pse__Budget__c.pse__Expense_Amount__c Edit, Read Create projects from estimates.
pse__Budget__c.pse__Opportunity__c Edit, Read Create projects from estimates.
pse__Budget__c.pse__Project__c Edit, Read Create projects from estimates.
pse__Budget__c.pse__Status__c Edit, Read Create projects from estimates.
pse__Budget__c.pse__Type__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Account__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Billing_Type__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__End_Date__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Group__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Is_Active__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Opportunity__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Practice__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Region__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Start_Date__c Edit, Read Create projects from estimates.
pse__Proj__c.pse__Is_Template__c Edit, Read Create projects from estimates.
pse__Project_Source__c.Entire_Estimate_to_Single_Project__c Edit, Read Create projects from estimates.
pse__Project_Source__c.Source_Estimate_Product_Instance__c Edit, Read Create projects from estimates.
pse__Project_Source__c.Source_Estimate__c Edit, Read Create projects from estimates.
pse__Project_Task_Assignment__c.pse__Allocation_Hours__c Edit, Read Create projects from estimates.
pse__Project_Task_Assignment__c.pse__Resource_Request__c Edit, Read Create projects from estimates.
pse__Project_Task_Assignment__c.pse__Resource_Role__c Edit, Read Create projects from estimates.
pse__Project_Task__c.pse__Order__c Edit, Read Create projects from estimates.
pse__Project_Task__c.pse__Start_Date__c Read Create projects from estimates.
pse__Project_Task__c.pse__Start_Date_Time__c Edit, Read Create projects from estimates.
pse__Project_Task__c.pse__End_Date__c Read Create projects from estimates.
pse__Project_Task__c.pse__End_Date_Time__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.Estimate__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Average_Cost_Rate_Currency_Code__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Average_Cost_Rate_Number__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__End_Date__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Group__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Notes__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Preferred_Schedule__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.Role_Request_Schedule__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Practice__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Region__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Requested_Bill_Rate__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Planned_Bill_Rate__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Project__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Opportunity__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Resource_Role__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__SOW_Hours__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Currency_Code__c Edit, Read Create projects from estimates.
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Number__c Edit, Read Create projects from estimates.
Object Permission Estimate_Line_Set__c Read, Edit Create projects from estimates.
Estimate_Product_Instance__c Read Create projects from estimates.
Estimate_Product__c Read Create projects from estimates.
Estimate_Role_Request__c Read, Edit Create projects from estimates.
Estimate_Task__c Create, Read, Edit Create projects from estimates.
Estimate__c Read Create projects from estimates.
pse__Budget__c Create, Read Create projects from estimates.
pse__Grp__c Read Create projects from estimates.
pse__Practice__c Read Create projects from estimates.
pse__Proj__c Create, Read Create projects from estimates.
pse__Project_Source__c Create, Read, Edit Create projects from estimates.
pse__Project_Task_Assignment__c Create, Read Create projects from estimates.
pse__Project_Task__c Create, Read Create projects from estimates.
pse__Region__c Read Create projects from estimates.
pse__Resource_Request__c Create, Read, Edit, Delete Create projects from estimates.
pse__Schedule__c Read, Edit Create projects from estimates.
Tab Permission Estimate__c Visible Create projects from estimates.
Services_CPQ_Workspace Visible Create projects from estimates.


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