| 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 - 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 - Delete Forecasts |
Delete records for the following: revenue forecasts, revenue forecast batch status, revenue forecast versions, and revenue forecast version adjustments. |
PSADeleteForecasts Changes |
PSA - Edit Project Team Schedule |
View and edit resource requests and assignments in the PSA Project Team Schedule for all resources assigned to a project. |
PSAEditProjectTeamSchedule 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 Projects and Assignments |
Create, view, and delete timecards entered against projects and assignments from the Time Entry UI, Time Entry Lightning component, or Timesheet Entry. Only applies when the default fields and custom settings are used. |
PSAEnterTimeAgainstProjectsAndAssignments Changes |
PSA - Invoice Billing Events |
Mark billing events as invoiced. |
PSAInvoiceBillingEvents 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 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 - 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 Project Actuals |
Recalculate actuals at the project level. |
PSARecalculateProjectActuals Changes |
PSA - Recalculate Resource Actuals |
Recalculate actuals at the resource level. |
PSARecalculateResourceActuals Changes |
PSA - Release Billing Events |
Release billing events and billing event batches. |
PSAReleaseBillingEvents Changes |
PSA - Self Assign to a Project |
Assign yourself to eligible projects. |
PSASelfAssignment Changes |
PSA - View Project Team Schedule |
View resource requests and assignments in the PSA Project Team Schedule for all resources assigned to a project. |
PSAViewProjectTeamSchedule Changes |
