Services Estimator Permissions

Changes made to Services Estimator - Edit Estimates

Changes made since the last version

Added permissions

The table lists the permissions added for this version

TypeItemPermissionDescription
Apex Class Permission BS_ManageBillingController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
BS_MilestonePreviewController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
EB_DatedRatesController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
LookupFilterController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
SessionIdController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
pselib_AsyncApexJobProgressController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
pselib_LookupSearchController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
pselib_SObjectController Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Field Permission Custom_Billing_Schedule_Item__c.Billing_Date__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Custom_Billing_Schedule_Item__c.Estimate_Billing_Group__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Custom_Billing_Schedule_Item__c.Estimate_Product_Instance__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Custom_Billing_Schedule_Item__c.Flat_Amount__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Custom_Billing_Schedule_Item__c.Percentage__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Billing_Group__c.Fixed_Price_Upfront_Billing_Percent__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Billing_Group__c.Project__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Billing_Group__c.Scheduling_Option__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary_Row__c.Estimate_Pricing_Modifier_Instance__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary_Row__c.Total_Revenue__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary__c.Billing_Schedule_Amount_Est_Curr__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary__c.Billing_Schedule_Amount__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary__c.Fixed_Price_Milestone_Amount_Est_Curr__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary__c.Fixed_Price_Milestone_Amount__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Financial_Summary__c.Total_Pricing_Modifiers_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_Actual_Allocation__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.Percent_Target_Allocation__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.Total_Hours__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Milestone__c.Amount_Estimate_Currency__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Milestone__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_Milestone__c.Estimate_Billing_Group__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Milestone__c.Estimate_Product_Instance__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Milestone__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_Milestone__c.Fixed_Price_Billing_Frequency__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Method__c.Active__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Method__c.Description__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Modifier_Instance__c.Estimate_Pricing_Modifier__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Modifier_Instance__c.Estimate_Product_Instance__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Modifier_Instance__c.Percent_Value__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Modifier__c.Description__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.Estimate_Billing_Group__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.Estimate_Pricing_Method__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.Fixed_Price_Labor_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.Net_Amount_Before_Pricing_Modifiers__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.Total_Hours__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.Total_Pricing_Modifier_Amount__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Product__c.Estimate_Pricing_Method__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Product__c.Short_Description__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.Bill_Rate_Card__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.Cost_Rate_Card__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.Headcount__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_Actual_Allocation__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_Target_Allocation__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.Total_Bill_Amount__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_Cost_Amount__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_Hours__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_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_Role_Request__c.Use_Dated_Resource_Bill_Rates__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.Use_Dated_Resource_Cost_Rates__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_Actual_Allocation__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_Target_Allocation__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Default_Use_Dated_Resource_Bill_Rates__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Default_Use_Dated_Resource_Cost_Rates__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Estimate_Billing_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.Estimate_Fixed_Price_Billing_Frequency__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Estimate_Fixed_Price_Scheduling_Option__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Estimate_Fixed_Price_Upfront_Billing__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Fixed_Price_Estimate_Level_Billing__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Indep_Fixed_Price_Labor_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__c.Net_Amount_Before_Pricing_Modifiers__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Net_Bill_Amount_Independent_Records__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_Independent_Records__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate__c.Total_Pricing_Modifier_Amount__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Services_CPQ_Process_Lock__c.Locked_Record_Id__c Edit, Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Object Permission Custom_Billing_Schedule_Item__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_Financial_Summary_Row__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_Milestone__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_Pricing_Modifier_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_Pricing_Modifier__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Services_CPQ_Process_Lock__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
pse__Dated_Resource_Rate__c Read View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Apex Page Permission getUserSessionId Enabled View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Tab Permission Estimate_Billing_Group__c Visible View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Estimate_Pricing_Method__c Visible View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.

Removed permissions

The table lists the permissions removed for this version

TypeItemPermissionDescription
Apex Class Permission AsyncApexJobProgressController 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.
ManageEstimateProductsController 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.

Changed permissions

No permissions were changed from this permission set for this version



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