Permissions for the PSA Actions: Project Creation Lightning Component

These permissions are for creating a project from an existing project, a template, or an opportunity using the PSA Actions: Project Creation Lightning component.

Note:

Ensure users creating a project from an existing project or template have Read permission for the workspace or other app page that contains the component.

When creating a project from an opportunity, further permissions are required as well as the ones listed below. For more information, see Additional Permissions Required for Creating a Project from an Opportunity.

The PSA - Create Projects permission set contains all the standard permissions that are detailed in this topic. 

Tip:

The PSA - Manage Create Project Mappings permission set contains all the permissions required for mapping fields on an opportunity to fields on a project. For more information, see PSA Custom Mappings.

The following object permissions are relevant.

Object Permissions
Object Access Mandatory
Assignment Create, Read Yes
Assignment Milestone
Assignment Project Methodology
Assignment Project Phase
Budget
Group Read
Milestone Create, Read
Practice Read
Project Create, Read
Project Location
Project Methodology
Project Phase
Project Task
Project Task Assignment
Project Task Dependency
Region Read
Resource Request Create, Read
Schedule
Schedule Exception
Risk

The following field permissions are relevant to the objects shown. Additional permissions are required for any custom fields defined in the Create Project Personal custom setting field sets for the relevant objects. For more information, see Create Project Personal Custom Setting.

Field Permissions
Object Field Name Access Mandatory
Assignment Bill Rate Read, Edit Yes
Cost Rate Amount
Currency
Daily Bill Rate
Is Billable
Milestone
Name
Project
Resource
Role
Schedule
Show Assignment Methodology Only
Show Assignment Milestone Only
Show Assignment Phases Only
Use Resource Default Cost Rate
Assignment Milestone Assignment Read, Edit Yes
Milestone
Assignment Project Methodology Assignment Read, Edit Yes
Project Methodology
Assignment Project Phase Assignment Read, Edit Yes
Project Phase
Budget Amount Read, Edit Yes
Effective Date
Name
Project
Status
Type
Milestone Actual Date Read, Edit Yes
Amount
Currency
Name
Project
Target Date
Project Action: Update Current Time Period Read, Edit   Yes
Currency
Group
Is Active 
Is Billable
Name
Notes Read No
Opportunity Owner Read, Edit Yes
Owner
Planned Hours
Practice
Region
Start Date
Template Read Yes
Time Credited Read, Edit Yes 
Time Excluded
Project Location   Currency Read, Edit Yes 
Name
Project
Project Methodology Currency Read, Edit Yes
Name
Project
Project Phase Currency Read, Edit Yes
Name
Project
Project Task Duration Unit Read, Edit Yes
Name
Order
Parent Task
Project
Project Task Assignment Assignment Read, Edit Yes 
Project Task
Resource Request
Project Task Dependency  Dependency Display Units Read, Edit Yes 
Dependent Task
Lag Time Hours
Preceding Task
Type
Resource Request Assignment Read, Edit Yes 
Currency
End Date
Group
Milestone
Notes
Opportunity
Percent Allocated
Planned Bill Rate
Practice 
Preferred Schedule
Project
Region
Requested Bill Rate
Requested Hours
Request Priority
Resource
Resource Role
Start Date
Status
Suggested Resource
Risk Currency Read, Edit Yes
Name
Project
Schedule End Date Read, Edit Yes
Friday Hours
Monday Hours
Saturday Hours
Start Date
Sunday Hours
Thursday Hours
Tuesday Hours
Wednesday Hours
Schedule Exception Date Read, Edit Yes
End Date
Exception Hours
Friday Hours
Monday Hours
Saturday Hours
Schedule
Sunday Hours
Thursday Hours
Tuesday Hours

Wednesday Hours

The following Apex class access is required.

Apex Class Access

Apex Class

Access

Description

Mandatory
AsyncApexJobProgressController Enabled Used to track the async Apex job that creates the related records.

Yes
CPFT_CreateProjectController Enabled Used to create the project. Yes
CPFT_RecordAccordionController Enabled Used when retrieving information about the related records that are created. 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.

Additional Permissions Required for Creating a Project from an Opportunity

The PSA - Manage Create Project Mappings permission set contains all the permissions required for mapping fields on an opportunity to fields on a project. For more information, see PSA Custom Mappings.

The following additional object permissions are required.

Object Permissions
Object Access Mandatory

Notes
Opportunity Read Yes If the create project with no opp update permission configuration option is set to true, you only need Read permission for the Opportunity object and opportunity fields and for the Opportunity Product object and Added to Project field.

If set to false, you need Edit permission for the Opportunity object and Primary Project field and for the Opportunity Product object and Added to Project field.
Opportunity Product Read Yes  

The following additional field permissions are required on the objects shown. Permissions are also required for any custom fields.

Field Permissions
Object Field Access Mandatory

Notes
Milestone Opportunity Product Edit Yes Only mandatory if you are adding milestones from opportunity products.
Opportunity Account Name View Yes If the create project with no opp update permission configuration option is set to true, you only need Read permission for the Opportunity object and opportunity fields and for the Opportunity Product object and Added to Project field.

If set to false, you need Edit permission for the Opportunity object and Primary Project field and for the Opportunity Product object and Added to Project field.
Group
Practice
Primary Project
Region
Opportunity Product Added to Project View, Edit Yes
Is Services Product Line View
Name
Service Date
Total Price

The following additional Apex class access is required.

Apex Class Access
Apex Class Access Description Mandatory
CPFT_MilestonesFromOpportunityController Enabled Used to display the milestones that are created from opportunity products. Yes

For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.