Services Estimator Permissions

Changes made to Services Estimator - Add from Template

Changes made since the last version

Added permissions

The table lists the permissions added for this version

TypeItemPermissionDescription
Field Permission Estimate_Product_Instance__c.Fixed_Price_Billing_Frequency__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Fixed_Price_Upfront_Billing_Percent__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Original_Hours__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Percent_FTE__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Independent_Fixed_Price_Billing_Freq__c Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Independent_Line_Set_FP_Upfrnt_Bll_Prcnt__c Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Scheduling_Strategy__c Read This allows the user to add records from estimate templates to estimates.

Removed permissions

No permissions were removed from this permission set for this version


Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Apex Class Permission AddFromTemplateController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
AsyncApexJobProgressController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
BryntumGridController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
CPQCustomSettingController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
EstimateBuilderController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
EstimateLockController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
EstimateSearchGridController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Object Permission Estimate_Contingency__c Create, Read Create, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Field Permission Estimate_Contingency__c.Billable_Amount__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Contingency__c.Description__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Contingency__c.Estimate_Line_Set__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Contingency__c.Estimate_Product_Instance__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Contingency__c.Estimate_Role_Request__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Contingency__c.Estimate_Task__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c Create, Read Create, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Billing_Type__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.End_Date__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Estimate_Product__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Estimate__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Fixed_Price_Margin_Percent__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Order__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Start_Date__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c Create, Read, Edit Create, Read, Edit This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Billing_Type__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Description__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.End_Date__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Fixed_Price_Margin_Percent__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Order__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product_Item__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Product__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c Create, Read Create, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Average_Cost_Rate__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Bill_Rate_Override__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Cost_Rate_Override__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate_Line_Set__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate_Product__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate_Task__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.External_Resource__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Group__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Is_Hours_Calculated__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Order__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Percent_Allocation_for_Calculated_Hours__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Percent_Discount__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Practice__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Region__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Role_for_Calculated_Hours__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Schedule__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Source_Estimate__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Suggested_Bill_Rate__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Work_Calendar__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c Create, Read Create, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Bill_Amount__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Cost_Amount__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.End_Date__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Estimate_Line_Set__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Estimate_Product__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Estimate__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Margin__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Net_Bill_Amount__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Order__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Parent_Estimate_Task__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Percent_Discount__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Source_Estimate__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Start_Date__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Top_Level_Parent_Estimate_Task__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Tab Permission Estimate__c Visible Visible This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Billing_Type__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Duration__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.End_Date__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Independent_Line_Set_Billing_Type__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Independent_Line_Set_FP_Margin_Percent__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Is_Pushed_To_Opportunity__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Is_Template__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Opportunity__c Edit, Read Edit, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Percent_Global_Discount__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Start_Date__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Estimate__c.Use_Work_Calendars_For_Scheduling__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
PermissionsController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Application Access Services_CPQ_Lightning Visible Visible This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
Services_CPQ_Workspace Visible Visible This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
WorkCalendarController Enabled Enabled This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Grp__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Grp__c.pse__Default_Work_Calendar__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__HolidayObj__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__HolidayObj__c.pse__Work_Calendar__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Practice__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Practice__c.pse__Default_Work_Calendar__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Region__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Region__c.pse__Default_Work_Calendar__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Schedule__c Create, Read Create, Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Friday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Monday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Saturday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Standard_Hours_Per_Day__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Sunday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Thursday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Tuesday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.
pse__Work_Calendar__c.pse__Wednesday_Hours__c Read Read This allows the user to add records from estimate templates to estimates. This allows the user to add records from estimate templates to estimates.


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