Permission Control Fields

Here is a description of the fields that make up a permission control Closed Determines whether a single user has permission to carry out specific tasks in PSA. record.

Note:

For more information about setting up Revenue Forecasting view and adjust permission controls, see Setting up Forecasting.

Key:
* – Mandatory
M – Mandatory, complete only one field.
Descriptions of checkbox settings describe the selected (true) case.

Information Fields

Field		Description
Cascading Permission		Indicates that permissions are extended to the children of the selected region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.,practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.,project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., or group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. Permission controls for individual resources do not cascade.
Opportunity	M	A lookup to the opportunity that this permission control applies to.
Project	M	A lookup to the project that this permission control applies to.
Region/ Practice/ Group	M	Indicates that access is granted to all resources and objects within the RPG Abbreviation of region, practice, group..
Resource	M	In most cases the user and the resource A contact that works on a project. are the same person. If your organization uses external resources, and you want to set up a proxy user (a user who can enter information on behalf of a resource) to enter their timecards and expenses, this field should contain the name of the external resource.
Start/End Date		Inclusive time period for the permissions to be applied. You can leave blank for perpetual permissions or leave one field blank for a one-sided range of perpetual permissions (for example, permissions with a defined start date and no defined end date).
Team		The team to which permissions apply.
User	*	A lookup to the name of the user being granted permissions.

Permissions Fields

Key: Descriptions of checkbox settings describe the selected (true) case.

Field		Description
Billing		Indicates that the user has permissions to generate and release billing events belonging to a specific RPG Abbreviation of region, practice, group. or project and to edit billing related fields such as the Billed and Billing Event Item checkboxes.
Expense Entry		Indicates that the user has permissions to enter and edit expenses for the defined resources.
Expense Ops Edit		Indicates that the user has permissions to edit expenses in admin mode for the defined resources after they have been approved but before they have been billed. See About Ops Edit Permission Controls.
Invoicing		Indicates that the user has permissions to edit Invoicing-related fields on a project's business records such as the Invoiced checkbox, Invoice Date and Invoice Number.
Project Task Gantt Edit		Indicates that the selected user can use Project Task Gantt and Gantt in edit mode when the user is not the project manager of the selected project. Granting Project Task Gantt Edit permissions includes Project Task Gantt View permissions.
Project Task Gantt View		Indicates that the selected user can use Project Task Gantt and Gantt in read-only mode when the user is not the project manager of the selected project.
Project Version Compare		Indicates that the user can compare project versions.
Project Version Create		Indicates that the user can create project versions.
Project Version Delete		Indicates that the user can delete project versions.
Resource Request Entry		Indicates that the user has permissions to enter or edit Resource Requests for a RPG Abbreviation of region, practice, group. other than the user's own.
Revenue Forecast Version Adjust		Indicates that the user has permissions to adjust revenue forecast version details for specific Regions, Practices, Groups, Projects, and Opportunities. This permission control respects Cascading Permission. Note: If you are using this permission control, you also need to select Respect Permission Controls.
Revenue Forecast Version View		Indicates that the user has permissions to review revenue forecast version details for specific Regions, Practices, Groups, Projects, and Opportunities. This permission control always cascades even when Cascading Permission is deselected. Note: If you are using this permission control, you also need to select Respect Permission Controls.
Skills And Certifications Entry		Indicates that the user has permissions to enter skills and certifications for the defined resources. Granting Skills and Certifications Entry permissions automatically includes Skills and Certifications View permissions.
Skills And Certifications View		Indicates that the user has permissions to view skills and certifications for the defined resources.
Staffing		Indicates that the user has permissions to staff resources on the specified region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., or project. See About Staffing Permission Controls.
Team Edit		Indicates the user has permissions to edit the indicated team in Team Schedule Planner.
Team View		Indicates the user can use Team Schedule Planner in read-only mode for the selected team.
Timecard Entry		Indicates that the user has permissions to enter or edit timecards for the defined resources.
Timecard Ops Edit		Indicates that the user has permissions to edit timecards in admin mode for the defined resources after they have been approved but before they have been billed. See About Ops Edit Permission Controls.