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 |
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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 |