Permissions Available on Permission Set
The table lists the permissions available for this permission set.
Application Access |
Services_CPQ_Lightning |
Visible |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
Apex Class Permission |
AddFromTemplateController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
AsyncApexJobProgressController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
BryntumGridController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
ME_MoveEstimateDatesController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
ME_PrimaryEstimateController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
ME_UnsetPrimaryEstimateController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
CPQCustomSettingController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
EstimateBuilderController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
EstimateDateController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
EstimateSearchGridController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
LoadFieldSet |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
LookupSearchController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
LookupController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
MassRateOverrideController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
ManageEstimateProductsController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
MR_RefreshRatesController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
OpportunityEstimateSummaryController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
PermissionsController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
RateCardController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
RRCH_CalculatedRRModalController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
ScheduleController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
SObjectController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
SObjectSaveController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
RoleRequestSaveController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
EstimateTaskSaveController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
UpliftRatesController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
EstimateLockController |
Enabled |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
Field Permission |
Estimate__c.Account__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Amount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.End_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Cost__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Description__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Group__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Is_Primary__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Project__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Opportunity__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Is_Pushed_To_Opportunity__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Practice__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Region__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Stage_Name__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Start_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.State__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Billing_Type__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Independent_Line_Set_Billing_Type__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Independent_Line_Set_FP_Margin_Percent__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Cost_Contingency__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Global_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Apply_Discount_To_Cost_Contingency__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Duration__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Approval_Status__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Margin__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Expense__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Total_Non_Billable_Expenses__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Net_Amount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Is_Template__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Percent_Global_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Percent_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Percent_Margin__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Average_Hourly_Bill_Rate__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Duration_Weeks__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Total_Hours__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Is_Locked__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Role_Request_Uplift_Percentage__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Role_Request_Uplift_Cut_Off_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c.Product__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Estimate__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Bill_Rate_Override__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Actual_Cost_Rate__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Cost_Rate_Override__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Estimate_Task__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Is_Hours_Calculated__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.External_Resource__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Group__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Margin__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Percent_Margin__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Practice__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Region__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Average_Cost_Rate__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Source_Estimate__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Suggested_Bill_Rate__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Requested_Bill_Rate__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Total_Discount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Percent_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Schedule__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Work_Calendar__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Estimate_Line_Set__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Order__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Estimate_Product__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Percent_Allocation_for_Calculated_Hours__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c.Role_for_Calculated_Hours__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Estimate__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Estimate_Product__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Bill_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Cost_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.End_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Hours__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Margin__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Net_Bill_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Order__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Source_Estimate__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Start_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Percent_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Estimate_Line_Set__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Parent_Estimate_Task__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c.Top_Level_Parent_Estimate_Task__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Estimate__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Estimate_Product__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Billing_Type__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Fixed_Price_Margin_Percent__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.End_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Start_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Order__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Net_Bill_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Line_Set__c.Percent_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Phase_Type__c.Active__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product__c.Default_Billing_Type__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product__c.Default_Fixed_Price_Margin_Percent__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product__c.Is_Active__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product__c.Product__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Order__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.End_Date__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Bill_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Billing_Type__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Cost_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Fixed_Price_Margin_Percent__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Is_Processing__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Net_Bill_Amount__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Project__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c.Percent_Discount__c |
Edit, Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Rate_Card__c.pse__Role__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Rate_Card__c.pse__Start_Date__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Rate_Card__c.pse__End_Date__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Rate_Card__c.pse__Region__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Time_Period__c.Name |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Region__c.pse__Region_Id_Chain__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Practice__c.pse__Practice_Id_Chain__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Grp__c.pse__Group_Id_Chain__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
Object Permission |
Estimate__c |
Read, Edit |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Phase__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Phase_Type__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Instance__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Product_Item__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Task__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Time_Period_Override__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Role_Request__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Region__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Practice__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Grp__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Schedule__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Work_Calendar__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__HolidayObj__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Time_Period__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
ffscpq__Estimate_Line_Set__c |
Create, Read, Edit, Delete |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Proj__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Rate_Card__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate_Time_Period_Override__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
pse__Time_Period__c |
Read |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
Tab Permission |
Services_CPQ_Workspace |
Visible |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |
|
Estimate__c |
Visible |
View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. |