Professional Services Automation Permissions
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Permission Changes
Standard Objects and Fields Permissions
Permission Set Groups
Certinia - PSA - Line Manager
Certinia - PSA - Ops Team Member
Certinia - PSA - Project Manager
Certinia - PSA - Resource
Certinia - PSA - Resource Manager
Certinia - PSA - Services Leader
Certinia - PSA - System Administrator
Permission Sets
ApexLib - Batch Process - Run with Functional Permission
Billing Event to Billing Document Integration
IHC - Configure Mappings
IHC Concur to PSA
IHC Jira to PSA
PS Cloud Analytics Integration User Read Access
PSA - Adjust Forecast Version
PSA - Approve Expense Reports
PSA - Approve Timecards
PSA - Calculate Missing Timecards
PSA - Calculate Time Variance
PSA - Calculate Utilization
PSA - Close Assignments
PSA - Close Time Period for Forecasting
PSA - Combine Billing Events
PSA - Configure Forecast Setup
PSA - Configure Recognition Methods for Forecasting
PSA - Create Project Resource Requests and Assign Automatically
PSA - Create Projects
PSA - Decision Intelligence
PSA - Delete Forecasts
PSA - Edit Project Team Schedule
PSA - Edit Skill and Certification Ratings
PSA - Edit Work Planner
PSA - Enter Expenses Against Milestones
PSA - Enter Expenses Against Projects and Assignments
PSA - Enter Time Against Milestones
PSA - Enter Time Against Projects and Assignments
PSA - Enter Time Against Tasks
PSA - Generate Billing Events
PSA - Invoice Billing Events
PSA - Lock Forecast Version
PSA - Manage Configuration
PSA - Manage Create Project Mappings
PSA - Manage Expense Limits and Rates
PSA - Manage Gantt and Project Tasks
PSA - Manage Project Assignments
PSA - Manage Project Tasks
PSA - Manage Projects
PSA - Manage Resource Requests for a Project
PSA - Manage Resource Requests for an Opportunity
PSA - Manage Resources and Skills
PSA - Manage Resourcing for Project Tasks
PSA - Manage Self-Nominations on Work Opportunities
PSA - Manage Services Credits Allocations
PSA - Manage Services Credits Customer Purchases
PSA - Manage Shortlists
PSA - Manage Skill and Certification Ratings
PSA - Manage Teams
PSA - Manage Vendor Invoices
PSA - Manage Work Events
PSA - Manage Your Skill and Certification Ratings
PSA - Match and Assign Resources with Optimizer
PSA - Mobile
PSA - My Weekly Summary
PSA - PS Cloud Analytics Setup
PSA - Recalculate Actuals
PSA - Recalculate Billing Data
PSA - Recalculate Project Actuals
PSA - Recalculate Resource Actuals
PSA - Recalculate Schedules
PSA - Release Billing Events
PSA - Revert Billing Data
PSA - Run Forecast
PSA - Self Assign to a Project
PSA - Self-Nominate for Work Opportunities
PSA - Staff Resource Requests
PSA - Start and Stop Timers
PSA - Start and Stop Timers - Cases
PSA - Swap Resources
PSA - Time and Expense - Mobile Expense
PSA - Use Project Planner
PSA - Use Resource Planner
PSA - Use Team Schedule Planner
PSA - Utilization Analytics
PSA - View All Forecasts
PSA - View Cost and Revenue Summary for Opportunity
PSA - View Financial Information for Project
PSA - View Forecast
PSA - View PSA Online Help
PSA - View Project Team Schedule
PSA - View RPG Hierarchy
PSA - View Resource
PSA - View Skills Capacity
PSA - View Unfilled Resource Requests for a Project
PSA - View Work Planner
PSA ApexLib - Batch Process
PSA ApexLib - Batch Process - Read Access
PSA ApexLib - Scheduler Configuration
PSA Resource API
PSA Resource API - Assignment
PSA Resource API - Contact
PSA Resource API - Person Account
PSA Timecard API
Custom Permissions
PSA - Revenue Forecast - Run
PSA - Utilization - Run
Professional Services Automation Permissions, Winter 2025
Updated Monday, February 10, 2025
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