| 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 - Approve Timecards |
Approve or reject timecards using the Manage Timecards to Approve page. |
PSAApproveTimecards Changes |
PSA - Auto-Staff Resource Requests |
Staff resource requests by automatically holding and assigning resources. |
PSAAutoAssignResourcesToResourceRequests Changes |
PSA - Configure Forecast Setup |
Configure the setup for revenue forecasts. |
PSAServicesForecastingSetup 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 - Manage Configuration |
Manage configuration and settings in the PSA package. |
PSAManageConfiguration 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 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 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 Deliverables |
Create, edit, delete, and view services deliverables and deliverable items. It also includes permissions to view project services deliverables and deliverable items. |
PSAManageDeliverables Changes |
PSA - Manage Skill and Certification Ratings |
View and manage Skill and Certification Ratings for resources from the Skills Matrix page and through the Salesforce standard Contact and Skill or Certification objects. |
PSAManageSkillAndCertificationRatings Changes |
PSA - Manage Your Skill and Certification Ratings |
Manage your own Skill and Certification Ratings from the PSA Manage Skills and Certifications Lightning component. |
PSAManageYourSkillAndCertificationRatings Changes |
PSA - PS Cloud Analytics Setup |
Assign this to the administrator to create, delete, and view PS Cloud Analytics Setup records. |
PSAPSAAnalyticsSetup Changes |
PSA - Staff Resource Requests |
View, hold, unhold, assign, and unassign a resource on a resource request. |
PSAStaffResourceRequests Changes |
PSA - Swap Resources |
Swap the resource on project assignments, project task assignments, and resource requests. |
PSASwapResources Changes |
PSA - Use Resource Request Staffer |
View the Resource Request Staffer page and staff resource requests with resources in bulk. |
PSAUseResourceRequestStaffer Changes |
PSA - Utilization Analytics |
Run a Utilization Analytics calculation and view the results. |
PSAUtilizationAnalytics 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 |
