Professional Services Automation Permissions

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.

TypeItemPermissionDescription
Field Permission 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.

TypeItemPermissionDescription
Apex Class Permission LookupSearchController Enabled Create and manage records and activities for portfolios.
PFM_PortfolioController Enabled Create and manage records and activities for portfolios.
PFM_PortfolioFilterController 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.
TelemetryLoggerController Enabled Create and manage records and activities for portfolios.
Field Permission Contact.Salesforce_User__c Read Create and manage records and activities for portfolios.
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.
Grp__c.Group_ID_Chain__c Read Create and manage records and activities for portfolios.
Portfolio__c.Filter_Type__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.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.
Portfolio_Item__c.Project_Is_Excluded__c Edit, Read Create and manage records and activities for portfolios.
Portfolio_Item__c.Filter_Set__c Edit, Read Create and manage records and activities for portfolios.
Practice__c.Practice_ID_Chain__c 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.Parent_Project__c 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.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.
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.
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.
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 Filter_Set__c Create, Read, Edit, Delete Create and manage records and activities for portfolios.
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.
Project_Actuals__c Read Create and manage records and activities for portfolios.
Project_Actuals_Converted__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.


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