Professional Services Automation Permissions
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Permission Changes
Standard Objects and Fields Permissions
Permission Set Groups
Certinia - PSA - Line Manager
Certinia - PSA - Ops Team Member
Certinia - PSA - Project Manager
Certinia - PSA - Resource
Certinia - PSA - Resource Manager
Certinia - PSA - Services Leader
Certinia - PSA - System Administrator
Permission Sets
ApexLib - Batch Process - Run with Functional Permission
DEPRECATED: PSA - Edit Project Team Schedule
DEPRECATED: PSA - View Project Team Schedule
PS Cloud Analytics Integration User Read Access
PSA - Adjust Forecast Version
PSA - Approve Expense Reports
PSA - Approve Timecards
PSA - Auto-Staff Resource Requests
PSA - Calculate Missing Timecards
PSA - Calculate Time Variance
PSA - Calculate Utilization
PSA - Close Assignments
PSA - Close Time Period for Forecasting
PSA - Combine Billing Events
PSA - Configure Forecast Setup
PSA - Configure Recognition Methods for Forecasting
PSA - Create Projects
PSA - Decision Intelligence
PSA - Delete Forecasts
PSA - Edit Skill and Certification Ratings
PSA - Edit Work Planner
PSA - Enter Expenses Against Milestones
PSA - Enter Expenses Against Projects and Assignments
PSA - Enter Time Against Milestones
PSA - Enter Time Against Projects and Assignments
PSA - Enter Time Against Tasks
PSA - Generate Billing Events
PSA - Invoice Billing Events
PSA - Lock Forecast Version
PSA - Manage Configuration
PSA - Manage Create Project Mappings
PSA - Manage Expense Limits and Rates
PSA - Manage Gantt and Project Tasks
PSA - Manage Portfolios
PSA - Manage Project Assignments
PSA - Manage Project Tasks
PSA - Manage Projects
PSA - Manage Resource Requests for a Project
PSA - Manage Resource Requests for an Opportunity
PSA - Manage Resources and Skills
PSA - Manage Resourcing for Project Tasks
PSA - Manage Self-Nominations on Work Opportunities
PSA - Manage Services Credits Allocations
PSA - Manage Services Credits Customer Purchases
PSA - Manage Services Deliverables
PSA - Manage Shortlists
PSA - Manage Skill and Certification Ratings
PSA - Manage Teams
PSA - Manage Vendor Invoices
PSA - Manage Work Events
PSA - Manage Your Skill and Certification Ratings
PSA - Match and Assign Resources with Optimizer
PSA - Mobile
PSA - My Weekly Summary
PSA - PS Cloud Analytics Setup
PSA - Recalculate Actuals
PSA - Recalculate Billing Data
PSA - Recalculate Project Actuals
PSA - Recalculate Resource Actuals
PSA - Recalculate Schedules
PSA - Release Billing Events
PSA - Revert Billing Data
PSA - Run Forecast
PSA - Self Assign to a Project
PSA - Self-Nominate for Work Opportunities
PSA - Staff Resource Requests
PSA - Start and Stop Timers
PSA - Start and Stop Timers - Cases
PSA - Swap Resources
PSA - Time and Expense - Mobile Expense
PSA - Use Project Planner
PSA - Use Resource Planner
PSA - Use Resource Request Staffer
PSA - Utilization Analytics
PSA - View All Forecasts
PSA - View Cost and Revenue Summary for Opportunity
PSA - View Financial Information for Project
PSA - View Forecast
PSA - View PSA Online Help
PSA - View RPG Hierarchy
PSA - View Resource
PSA - View Skills Capacity
PSA - View Unfilled Resource Requests for a Project
PSA - View Work Planner
PSA ApexLib - Batch Process
PSA ApexLib - Batch Process - Read Access
PSA ApexLib - Scheduler Configuration
PSA Resource API
PSA Resource API - Assignment
PSA Resource API - Contact
PSA Resource API - Person Account
PSA Timecard API
Custom Permissions
PSA - Geocoding Services API Key - Manage
PSA - Revenue Forecast - Run
PSA - Services Credits - Adjust
PSA - Services Credits - Allocate
PSA - Services Credits - Expire
PSA - Timecards - Adjust
PSA - Utilization - Run
Use Resourcing Agent
Use Services Delivery Agent
Use Services Delivery Agent
Use the PSA Services Delivery agent in the AI Connector chat.
You can use custom permissions to give users access to custom processes or apps.
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