These permissions are for the Add Milestones from Template Lightning window.
Ensure that the following permissions are assigned to the relevant users to enable them to use the Add Milestones from Template functionality.
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
|---|---|
| Group | Read |
| Milestone | Create, Read |
| Practice | Read |
| Project | Read |
| Region | Read |
| Risk | Create, Read |
Field Permissions
The following field permissions are required on the objects shown.
|
Object |
Fields |
Permission |
|---|---|---|
| Milestone | Approver | Edit |
| Currency | ||
| Description | ||
| Estimated Time To Completion | ||
| Log Milestone Cost As External | ||
| Milestone Amount | ||
| Milestone Cost | ||
| Milestone Name | ||
| Planned Hours | ||
| Project | ||
| Requires Customer Sign-off | ||
| Target Date | ||
| Project | Group | View |
| Notes | ||
| Practice | ||
| Project Name | ||
| Region | ||
| Start Date | ||
| Template | ||
| Risk | Date Raised | Edit |
| Milestone | ||
| Project | ||
| Risk Name |
Apex Class Access
The following Apex class access is required.
|
Apex Class |
Access |
Description |
Mandatory |
|---|---|---|---|
| AMFT_AddMilestonesFromTempController | Enabled | Used to retrieve and add milestones. |
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.