Professional Services Automation Permissions

Changes made to PSA - Manage Portfolios

Changes made since the last version

Added permissions

The table lists the permissions added for this version

TypeItemPermissionDescription
Object Permission Filter_Set__c Create, Read, Edit, Delete Create and manage records and activities for portfolios.
Field Permission Filter_Set__c.Filters__c Edit, Read Create and manage records and activities for portfolios.
Filter_Set__c.Related_SObject_ID__c Read Create and manage records and activities for portfolios.
Apex Class Permission PFM_PortfolioController Enabled Create and manage records and activities for portfolios.
PFM_PortfolioFilterController Enabled Create and manage records and activities for portfolios.
Portfolio_Item__c.Filter_Set__c Edit, Read Create and manage records and activities for portfolios.
Portfolio_Item__c.Project_Is_Excluded__c Edit, Read Create and manage records and activities for portfolios.
Portfolio__c.Filter_Set_Count__c Edit, Read Create and manage records and activities for portfolios.
Portfolio__c.Filter_Type__c Edit, Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c.Billed__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c.Billings__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c.Bookings__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c.Is_Verification__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c.Margin__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__c.Total_Costs__c Read Create and manage records and activities for portfolios.
Project_Actuals__c Read Create and manage records and activities for portfolios.
Project_Actuals__c.Billed__c Read Create and manage records and activities for portfolios.
Project_Actuals__c.Billings__c Read Create and manage records and activities for portfolios.
Project_Actuals__c.Bookings__c Read Create and manage records and activities for portfolios.
Project_Actuals__c.Is_Verification__c Read Create and manage records and activities for portfolios.
Project_Actuals__c.Margin__c Read Create and manage records and activities for portfolios.
Project_Actuals__c.Total_Costs__c Read Create and manage records and activities for portfolios.
TelemetryLoggerController Enabled Create and manage records and activities for portfolios.

Removed permissions

The table lists the permissions removed for this version

TypeItemPermissionDescription
Field Permission Proj__c.Name Read Create and manage records and activities for portfolios.

Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Field Permission Practice__c.Practice_ID_Chain__c Edit, Read Read Create and manage records and activities for portfolios. Create and manage records and activities for portfolios.


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