Professional Services Automation Permissions

PSA - Match and Assign Resources with Optimizer

API Name: PSAMatchAndAssignResourcesWithOptimizer

View the Resource Optimizer page, and assign resources who are matched to resource requests.

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 Opportunity Read View the Resource Optimizer page, and assign resources who are matched to resource requests.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission CustomSettingController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
ExternalJobResource Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
LoadFieldSet Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
LookupSearchController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
MatchQualityController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
RM_ContactCardAvailabilityController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
RM_HoverDetailsController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
RM_ResourceAvailabilityTilesController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
RM_WorkHistoryController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
ResourceOptimisationController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
ResourceSkillRequestController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
ResourcingAssignmentSchedController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
SObjectController Enabled View the Resource Optimizer page, and assign resources who are matched to resource requests.
Field Permission Proj__c.Account__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Account__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.AccountId__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Proj__c.Region__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Proj__c.Practice__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Proj__c.Group__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Role__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Project__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Is_Billable__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Billable_Hours_Submitted__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Non_Billable_Hours_Submitted__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.End_Date__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Resource__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Schedule__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Start_Date__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Resource_Request__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Assignment__c.Status__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Group__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Is_Resource_Active__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Is_Resource__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Practice__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Region__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Resource_Role__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Salesforce_User__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Contact.Work_Calendar__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
External_Job__c.Completed_Date__c Edit, Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
External_Job__c.Initiated_Date__c Edit, Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.End_Date__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Group__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Opportunity__c Edit, Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Practice__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Preferred_Schedule__c Edit, Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Project__c Edit, Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Region__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Resource_Held__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Resource_Request_Name__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Resource_Role__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Resource__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.SOW_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Staffer_Resource__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c.Status__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Skill_Request__c.Desirable__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Skill_Request__c.Match_All__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Skill_Request__c.Minimum_Rating__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Skill_Request__c.Resource_Request__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.End_Date__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Friday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Monday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Saturday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Sunday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Thursday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Tuesday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c.Wednesday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule__c.Scheduled_Days__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule__c.Scheduled_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule__c.Week_Total_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Skill_Certification_Rating__c.Numerical_Rating__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Skill_Certification_Rating__c.Rating__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Team_Schedule_Slot_Type__c.Is_Blocking__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Team_Schedule_Slot_Type__c.Is_Holiday__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Team_Schedule_Slot_Type__c.Is_Weekend__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Friday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Monday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Saturday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Standard_Hours_Per_Day__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Sunday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Thursday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Tuesday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c.Wednesday_Hours__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Object Permission Assignment__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
External_Job__c Create, Read, Edit, Delete View the Resource Optimizer page, and assign resources who are matched to resource requests.
Grp__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
HolidayObj__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Practice__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Proj__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Region__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Request__c Read, Edit View the Resource Optimizer page, and assign resources who are matched to resource requests.
Resource_Skill_Request__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule_Exception__c Create, Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Schedule__c Create, Read, Edit View the Resource Optimizer page, and assign resources who are matched to resource requests.
Skill__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Team_Schedule_Slot_Type__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Team_Schedule_Slot__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Work_Calendar__c Read View the Resource Optimizer page, and assign resources who are matched to resource requests.
Tab Permission Resource_Optimizer Visible View the Resource Optimizer page, and assign resources who are matched to resource requests.


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