Changes to Permissions in Summer 2025

The following changes have been introduced in the Summer 2025 release.

New Permissions Added

New Permission Sets

Developer Monthly Availability
PSA - Auto-Assign Resources to Resource Requests
PSA - Manage Services Deliverables
PSA - Staffing Log - Read

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

PSA - Geocoding Services API Key - Manage

Deprecated Permissions

Deprecated Permission Sets

PSA - Create Project Resource Requests and Assign Automatically. API Name: PSACreateProjectResourceRequestsAssignAutomatically
PSA - Edit Project Team Schedule. API Name: PSAEditProjectTeamSchedule
PSA - View Project Team Schedule. API Name: PSAViewProjectTeamSchedule
Powerful user compatible with Standard License. API Name: StandardUser
Testing Only - Forecasting PSA Group Objects. API Name: TestingOnlyForecastingPSAGroupObjects
Testing Only - Forecasting PSA Objects. API Name: TestingOnlyForecastingPSAObjects
Testing Only - Forecasting PSA Practice Objects. API Name: TestingOnlyForecastingPSAPracticeObjects
Testing Only - Forecasting PSA Region Objects. API Name: TestingOnlyForecastingPSARegionObjects
Testing Only - PSA - Adjust Forecast Version. API Name: TestingOnlyPSAServicesForecastingOverrides
Testing Only - PSA - Configure Forecast Setup. API Name: TestingOnlyPSAServicesForecastingSetup
Testing Only - PSA - Lock Forecast Version. API Name: TestingOnlyPSAServicesForecastingCommit
Testing Only - PSA - View All Forecasts. API Name: TestingOnlyPSAServicesForecastingRegionalManager
Testing Only - Queueable Revenue Forecasting. API Name: QueueableForecasting

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.

Permission Set	Description	View 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 - 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 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 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 - 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 Portfolios	Create and manage records and activities for portfolios.	PSAManagePortfolios Changes
PSA - Manage Projects	Create and manage records and activities for projects.	PSAManageProjects 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 Work Events	Create and manage work events and work event invites.	PSAManageWorkEvents Changes
PSA - Recalculate Actuals	Recalculate actuals at the project, resource, region, practice or group level.	PSARecalculateActuals 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 - Run Forecast	Run a revenue forecast.	PSAServicesForecastingRun Changes
PSA - Self-Nominate for Work Opportunities	View upcoming resource requests that are flagged for self-nomination and express or withdraw interest using the PSA Resource Self-Nomination Lightning component.	PSASelfNominateForWorkOpportunities Changes
PSA - Staff Resource Requests	View, hold, unhold, assign, and unassign a resource on a resource request.	PSAStaffResourceRequests Changes
PSA - Use Project Planner	Find, view, and manage your active projects with the project planner.	PSAUseProjectPlanner Changes
PSA - Use Resource Planner	Find, view, and manage your resources with the resource planner.	PSAUseResourcePlanner Changes
PSA - Use Resource Request Staffer	View the Resource Request Staffer page and staff resource requests with resources in bulk.	PSAUseResourceRequestStaffer 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 Unfilled Resource Requests for a Project	View and delete unfilled resource requests for a project.	PSAViewUnfilledResourceRequestsForAProject Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.