Professional Services Automation Permissions

PSA - View Financial Information for Project

API Name: PSAViewCostAndRevenueSummaryForProject

View financial information for projects.

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 View financial information for projects.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission PSACostAndRevenueSummaryController Enabled View financial information for projects.
Field Permission Assignment__c.Bill_Rate__c Read View financial information for projects.
Assignment__c.Cost_Rate_Amount__c Read View financial information for projects.
Assignment__c.Cost_Rate_Currency_Code__c Read View financial information for projects.
Assignment__c.Daily_Bill_Rate__c Read View financial information for projects.
Assignment__c.Daily_Cost_Rate__c Read View financial information for projects.
Assignment__c.Scheduled_Days__c Read View financial information for projects.
Assignment__c.Scheduled_Hours__c Read View financial information for projects.
Assignment__c.Resource_Request__c Read View financial information for projects.
Assignment__c.Resource__c Read View financial information for projects.
Contact.Daily_Default_Cost_Rate__c Read View financial information for projects.
Contact.Default_Cost_Rate__c Read View financial information for projects.
Contact.Work_Calendar__c Read View financial information for projects.
Milestone__c.Milestone_Amount__c Read View financial information for projects.
Milestone__c.Milestone_Cost__c Read View financial information for projects.
Project_Task__c.Estimated_Cost__c Read View financial information for projects.
Project_Task__c.Actual_Cost__c Read View financial information for projects.
Project_Task_Assignment__c.Estimated_Cost__c Read View financial information for projects.
Project_Task_Assignment__c.Actual_Cost__c Read View financial information for projects.
Resource_Request__c.Assignment__c Read View financial information for projects.
Resource_Request__c.Average_Cost_Rate_Currency_Code__c Read View financial information for projects.
Resource_Request__c.Average_Cost_Rate_Number__c Read View financial information for projects.
Resource_Request__c.Requested_Bill_Rate__c Read View financial information for projects.
Resource_Request__c.Resource_Role__c Read View financial information for projects.
Resource_Request__c.SOW_Hours__c Read View financial information for projects.
Resource_Request__c.Staffer_Resource__c Read View financial information for projects.
Resource_Request__c.Suggested_Bill_Rate_Currency_Code__c Read View financial information for projects.
Resource_Request__c.Suggested_Bill_Rate_Number__c Read View financial information for projects.
Timecard_Header__c.Include_In_Financials__c Read View financial information for projects.
Timecard_Header__c.Project__c Read View financial information for projects.
Work_Calendar__c.Friday_Hours__c Read View financial information for projects.
Work_Calendar__c.Monday_Hours__c Read View financial information for projects.
Work_Calendar__c.Saturday_Hours__c Read View financial information for projects.
Work_Calendar__c.Standard_Hours_Per_Day__c Read View financial information for projects.
Work_Calendar__c.Sunday_Hours__c Read View financial information for projects.
Work_Calendar__c.Thursday_Hours__c Read View financial information for projects.
Work_Calendar__c.Tuesday_Hours__c Read View financial information for projects.
Work_Calendar__c.Wednesday_Hours__c Read View financial information for projects.
Work_Calendar__c.Week_Total_Hours__c Read View financial information for projects.
Object Permission Assignment__c Read View financial information for projects.
Milestone__c Read View financial information for projects.
Proj__c Read View financial information for projects.
Rate_Card__c Read View financial information for projects.
Resource_Request__c Read View financial information for projects.
Timecard_Header__c Read View financial information for projects.
Work_Calendar__c Read View financial information for projects.
Apex Page Permission ProjectCostAndRevenueSummary Enabled View financial information for projects.
Tab Permission Proj__c Visible View financial information for projects.


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