These permissions are for the Add Assignments from Template Lightning window.
Ensure that the following permissions are assigned to the relevant users to enable them to use the Add Assignments from Template functionality.
Object Permissions
The following object permissions are relevant.
| Object | Access |
|---|---|
| Assignment | Create, Read |
| Group | Read |
| Practice | Read |
| Project | Read |
| Region | Read |
| Schedule | Create, Read |
Field Permissions
The following field permissions are required on the objects shown.
|
Object |
Fields |
Access |
|---|---|---|
| Assignment | Assignment Name | Edit |
| Bill Rate | ||
| Billable | ||
| Currency | ||
| Planned Hours | ||
| Project | ||
| Resource | ||
| Schedule | ||
| Use Resource Default Cost Rate | ||
| Project | Group | View |
| Notes | ||
| Practice | ||
| Project Name | ||
| Region | ||
| Start Date | ||
| Template | ||
| Schedule | End Date | Edit |
| Friday Hours | ||
| Monday Hours | ||
| Scheduled Hours | ||
| Start Date | ||
| Thursday Hours | ||
| Tuesday Hours | ||
| Wednesday Hours |
Apex Class Access
The following Apex class access is required.
|
Apex Class |
Access |
Description |
Mandatory |
|---|---|---|---|
| AAFT_Controller | Enabled | Used to retrieve and add assignments. |
Yes |
| AsyncApexJobProgressController | Enabled | Used to track the asynchronous Apex job that creates the related records. | Yes |
| LookupSearchController | Enabled | Used when retrieving lookups for a field. | Yes |
| PT_ProjectSearchGridController | Enabled | Used to find a template project. | Yes |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.