PSA - Manage Portfolios

API Name: PSAManagePortfolios

Create and manage records and activities for portfolios.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

Type	Item	Permission	Description
Field Permission	User.MediumPhotoUrl	Read	Create and manage records and activities for portfolios.
	User.MediumPhotoUrl	Read	Create and manage records and activities for portfolios.
	User.IsProfilePhotoActive	Read	Create and manage records and activities for portfolios.
Object Permission	Contact	Read	Create and manage records and activities for portfolios.
	User	Read	Create and manage records and activities for portfolios.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

Type	Item	Permission	Description
Apex Class Permission	LookupSearchController	Enabled	Create and manage records and activities for portfolios.
	PGM_ProjectOverviewController	Enabled	Create and manage records and activities for portfolios.
	SObjectController	Enabled	Create and manage records and activities for portfolios.
Field Permission	Contact.Salesforce_User__c	Read	Create and manage records and activities for portfolios.
	Grp__c.Group_ID_Chain__c	Read	Create and manage records and activities for portfolios.
	Portfolio__c.Name	Edit, Read	Create and manage records and activities for portfolios.
	Portfolio__c.Portfolio_Description__c	Edit, Read	Create and manage records and activities for portfolios.
	Portfolio_Item__c.Name	Read	Create and manage records and activities for portfolios.
	Practice__c.Practice_ID_Chain__c	Edit, Read	Create and manage records and activities for portfolios.
	Proj__c.Account__c	Read	Create and manage records and activities for portfolios.
	Proj__c.End_Date__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Group__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Hierarchy_Depth__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Is_Active__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Master_Project__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Name	Read	Create and manage records and activities for portfolios.
	Proj__c.Practice__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Project_Manager__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Project_Status__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Parent_Project__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Region__c	Read	Create and manage records and activities for portfolios.
	Proj__c.Start_Date__c	Read	Create and manage records and activities for portfolios.
	Region__c.Region_ID_Chain__c	Read	Create and manage records and activities for portfolios.
	Time_Period__c.Type__c	Read	Create and manage records and activities for portfolios.
Object Permission	Grp__c	Read	Create and manage records and activities for portfolios.
	Portfolio__c	Create, Read, Edit, Delete	Create and manage records and activities for portfolios.
	Portfolio_Item__c	Create, Read, Edit, Delete	Create and manage records and activities for portfolios.
	Practice__c	Read	Create and manage records and activities for portfolios.
	Proj__c	Read	Create and manage records and activities for portfolios.
	Region__c	Read	Create and manage records and activities for portfolios.
	Time_Period__c	Read	Create and manage records and activities for portfolios.
Tab Permission	Portfolio__c	Visible	Create and manage records and activities for portfolios.