Professional Services Automation Permissions

Changes to Permissions in Winter 2025

The following changes have been introduced in the Winter 2025 release.

New Permissions Added

New Permission Sets

PSA - Manage Services Credits Allocations
PSA - Manage Services Credits Customer Purchases

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.
Permission SetDescriptionView changes
Billing Event to Billing Document Integration Permission set to be able to update billing events and billing event items, and create and update billing documents and billing document line items, using the Billing Events Integration. BillingEventtoBillingDocumentIntegration Changes
IHC - Configure Mappings Manage the mapping of third-party integration fields to PSA fields through the Integration Hub Connector. IHCConfigureMappings Changes
IHC Concur to PSA Permission set to be able to create, update and delete expenses using the Integration Hub Connector. IHCConcurtoPSA Changes
IHC Jira to PSA Permission set to be able to update projects, create and update timecards using the Integration Hub Connector: Jira-PSA. IHCJiratoPSA Changes
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 - Adjust Forecast Version Perform revenue forecast version adjustments. PSAServicesForecastingOverrides Changes
PSA - Approve Expense Reports Approve or reject pending expense reports. PSAApproveExpenseReports Changes
PSA - Approve Timecards Approve or reject timecards using the Manage Timecards to Approve page. PSAApproveTimecards Changes
PSA - Calculate Missing Timecards Calculate and schedule missing timecards at the region, practice, or group level. PSACalculateMissingTimecards Changes
PSA - Calculate Time Variance Calculate and schedule time variance at the region, practice, or group level. PSACalculateTimeVariance Changes
PSA - Calculate Utilization Calculate and view utilization data for a region, practice, group, or resource. PSACalculateUtilization Changes
PSA - Close Assignments Close assignments for time and expense entries. PSACloseAssignments Changes
PSA - Close Time Period for Forecasting Close a time period for forecasting. PSACloseTimePeriodForForecasting Changes
PSA - Combine Billing Events Combine billing events from the same project in Services Billing tabs. PSACombineBillingEvents Changes
PSA - Configure Forecast Setup Configure the setup for revenue forecasts. PSAServicesForecastingSetup Changes
PSA - Configure Recognition Methods for Forecasting Configure recognition methods for revenue forecast calculations. PSAConfigureRecognitionMethodsForForecast Changes
PSA - Create Project Resource Requests and Assign Automatically Create project resource requests and assign them using Auto-Assign. PSACreateProjectResourceRequestsAssignAutomatically Changes
PSA - Create Projects Create, clone projects, and manage project setup activities. PSACreateProjects Changes
PSA - Decision Intelligence PSADecisionIntelligence Changes
PSA - Delete Forecasts Delete records for the following: cost forecasts, revenue forecasts, revenue forecast batch status, revenue forecast versions, and revenue forecast version adjustments. PSADeleteForecasts Changes
PSA - Edit Skill and Certification Ratings Edit Skill and Certification Ratings from the Skills Matrix page. PSAEditSkillAndCertificationRatings Changes
PSA - Edit Work Planner View and edit assignments and resource requests in the PSA Work Planner. PSAEditWorkPlanner Changes
PSA - Enter Expenses Against Milestones Manage and view expense items entered against milestones from the PSA Expense Entry Lightning component. PSAExpenseEntryAgainstMilestone 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 Milestones Create, view, and delete timecards entered against milestones from the Time Entry UI or PSA Time Entry Lightning component. Users must also be assigned the Enter Time Against Projects and Assignments permission set. PSAEnterTimeAgainstMilestones 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 - Enter Time Against Tasks Create, view, and delete timecards entered against project tasks from the Time Entry UI or PSA Time Entry Lightning component. Users must also be assigned the Enter Time Against Projects and Assignments permission set. PSAEnterTimeAgainstProjectTask Changes
PSA - Generate Billing Events Generate billing events and billing event batches for billing eligible business records. PSAGenerateBillingEvents Changes
PSA - Invoice Billing Events Mark billing events as invoiced. PSAInvoiceBillingEvents Changes
PSA - Lock Forecast Version Lock revenue forecast versions. PSAServicesForecastingCommit Changes
PSA - Manage Configuration Manage configuration and settings in the PSA package. PSAManageConfiguration Changes
PSA - Manage Create Project Mappings Manage the opportunity to project field mappings that are used when creating a project from an opportunity. PSAManageCreateProjectMappings Changes
PSA - Manage Expense Limits and Rates Create and manage expense limits and rates. PSAManageExpenseLimitsandRates 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 - Manage Resources and Skills Manage resources management administrator activities including skills, and certifications. PSASkillsManagement Changes
PSA - Manage Resourcing for Project Tasks Manage resource requests and assignments for project tasks. PSAManageResourcingForProjectTasks Changes
PSA - Manage Self-Nominations on Work Opportunities View and manage self-nominated candidates from the PSA Resourcing Lightning component and mark resource requests as open for self-nomination. PSAManageSelfNominationOnWorkOpportunities Changes
PSA - Manage Shortlists Manage Shortlists (This is for developer use, not packaged). PSAManageShortlists Changes
PSA - Manage Skill and Certification Ratings View and manage Skill and Certification Ratings for resources from the Skills Matrix page and through the Salesforce standard Contact and Skill or Certification objects. PSAManageSkillAndCertificationRatings Changes
PSA - Manage Teams Create teams and manage team memberships. PSAManageTeams Changes
PSA - Manage Vendor Invoices Create and manage invoices for vendors. PSAManageVendorInvoices Changes
PSA - Manage Work Events Create and manage work events and work event invites. PSAManageWorkEvents Changes
PSA - Manage Your Skill and Certification Ratings Manage your own Skill and Certification Ratings from the PSA Manage Skills and Certifications Lightning component. PSAManageYourSkillAndCertificationRatings Changes
PSA - Match and Assign Resources with Optimizer View the Resource Optimizer page, and assign resources who are matched to resource requests. PSAMatchAndAssignResourcesWithOptimizer Changes
PSA - Mobile Allows access to PSA features on mobile app. PSAMobile Changes
PSA - My Weekly Summary Allows user to see logged and schedule hours with assignments on PSA My Weekly Summary component. PSAMyWeeklySummary 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 Billing Data Recalculate billing event data to match associated records, where changes have been made since generation. PSARecalculateBillingData 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 - Recalculate Schedules Recalculate resource request and assignment schedules. PSARecalculateSchedules Changes
PSA - Release Billing Events Release billing events and billing event batches. PSAReleaseBillingEvents Changes
PSA - Revert Billing Data Remove billing events and billing event items, and revert all associated records to a state when they are eligible for billing again. PSARevertBillingData Changes
PSA - Run Forecast Run a revenue forecast. PSAServicesForecastingRun Changes
PSA - Self Assign to a Project Assign yourself to eligible projects. PSASelfAssignment Changes
PSA - Self-Nominate for Work Opportunities View upcoming resource requests that are flagged for self-nomination and express or withdraw interest using the PSA Resource Self-Nomination Lightning component. PSASelfNominateForWorkOpportunities Changes
PSA - Staff Resource Requests View, hold, unhold, assign, and unassign a resource on a resource request. PSAStaffResourceRequests Changes
PSA - Start and Stop Timers Create, view, and delete Timers. PSAStartStopTimer Changes
PSA - Start and Stop Timers - Cases Create, view, and delete timer sessions logged against cases. PSAStartStopTimerCases Changes
PSA - Swap Resources Swap the resource on project assignments, project task assignments, and resource requests. PSASwapResources Changes
PSA - Time and Expense - Mobile Expense Expense Entry Mobile permission set PSATimeandExpenseMobileExpense Changes
PSA - Use Project Planner Find, view, and manage your active projects with the project planner. PSAUseProjectPlanner Changes
PSA - Use Resource Planner Find, view, and manage your resources with the resource planner. PSAUseResourcePlanner Changes
PSA - Use Team Schedule Planner Create team schedules, schedule templates, and assign team members to schedules. PSAUseTeamSchedulePlanner Changes
PSA - Utilization Analytics Run a Utilization Analytics calculation and view the results. PSAUtilizationAnalytics Changes
PSA - View All Forecasts View all revenue forecasts and revenue forecast versions. PSAServicesForecastingRegionalManager Changes
PSA - View Cost and Revenue Summary for Opportunity View cost and revenue summary for opportunities. PSAViewCostAndRevenueSummaryForOpportunity Changes
PSA - View Financial Information for Project View financial information for projects. PSAViewCostAndRevenueSummaryForProject Changes
PSA - View Forecast View revenue forecasts and revenue forecast versions for relevant projects. PSAServicesForecastingProjectManager Changes
PSA - View PSA Online Help View PSA context-sensitive help topics that provide information on related pages and objects. PSAOnlineHelp Changes
PSA - View RPG Hierarchy View hierarchy of Region, Practice and Group. PSAViewRPGHierarchy Changes
PSA - View Resource View a resource's related information. PSAViewResource Changes
PSA - View Skills Capacity View available skills and associated resources from the Skills Capacity page. PSAViewSkillsCapacity Changes
PSA - View Unfilled Resource Requests for a Project View and delete unfilled resource requests for a project. PSAViewUnfilledResourceRequestsForAProject Changes
PSA - View Work Planner View resources, resource requests and assignments in the PSA Work Planner. PSAViewWorkPlanner Changes
PSA Resource API Autogenerated 1st level PSA Resource API PSAResourceAPI Changes
PSA Resource API - Assignment Allows access to create and update assignments, schedules, and timecards using the PSA Resource API. PSAResourceAPIAssignment Changes
PSA Resource API - Contact Allows access to create and update contacts using the PSA Resource API. PSAResourceAPIContact Changes
PSA Resource API - Person Account Allows access to create and update person accounts using the PSA Resource API. PSAResourceAPIPersonAccount Changes
PSA Timecard API Allows access to view all timecards using the PSA Timecard API. PSATimecardAPI Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.


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