| DEPRECATED: PSA - Use Team Schedule Planner |
Create team schedules, schedule templates, and assign team members to schedules. |
PSAUseTeamSchedulePlanner 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 - 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 - 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 - Edit Work Planner |
View and edit assignments and resource requests in the PSA Work Planner. |
PSAEditWorkPlanner 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 - 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 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 Services Credits Allocations |
Manage services credits allocations. It includes permissions to allocate and adjust the allocation of services credits. |
PSAManageServicesCreditsAllocations Changes |
PSA - Manage Services Credits Customer Purchases |
Manage the services credits customer purchases. It includes permission to manage the expiry of services credits and access to view services credits consumption and allocation records. |
PSAManageServicesCreditsPurchases Changes |
PSA - Manage Shortlists |
Manage shortlists in planners and resource requests. |
PSAManageShortlists Changes |
PSA - Manage Vendor Invoices |
Create and manage invoices for vendors. |
PSAManageVendorInvoices 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 - 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 - Staff Resource Requests |
View, hold, unhold, assign, and unassign a resource on a resource request. |
PSAStaffResourceRequests Changes |
PSA - Use Resource Planner |
Find, view, and manage your resources with the resource planner. |
PSAUseResourcePlanner 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 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 RPG Hierarchy |
View hierarchy of Region, Practice and Group. |
PSAViewRPGHierarchy 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 Timecard API |
Allows access to view all timecards using the PSA Timecard API. |
PSATimecardAPI Changes |
