These permissions are for the Add Project Tasks from Template Lightning window.
Ensure that the following permissions are assigned to the relevant users to enable them to use the Add Project Tasks from Template functionality.
Object Permissions
The following object permissions are relevant.
|
Object |
Permission |
|---|---|
| Group | Read |
| Holiday | Read |
| Milestone | Create, Read |
| Practice | Read |
| Project | Read |
| Project Task | Create, Read, Update |
| Project Task Assignment | Create, Read |
| Project Task Dependency | Create, Read |
| Region | Read |
Field Permissions
The following field permissions are required on the objects shown.
|
Object |
Fields |
Permission |
|---|---|---|
| Milestone | Actual Date | Edit |
| Approver | ||
| Currency | ||
| Estimated Time To Completion | ||
| Description | ||
| Milestone Amount | ||
| Milestone Cost | ||
| Milestone Cost as External | ||
| Milestone Name | ||
| Project | ||
| Requires Customer Sign-off | ||
| Target Date | ||
| Project | Group | View |
| Notes | ||
| Practice | ||
| Project Name | ||
| Region | ||
| Template | ||
| Project Task | Description | Edit |
| Duration Unit | ||
| End Date & Time | ||
| Estimated Hours | ||
| Estimated Time To Completion (Task | ||
| Hierarchy Depth | ||
| Milestone | ||
| Parent Task | ||
| Peer Order | ||
| Points | ||
| Project | ||
| Project Task Name | ||
| Start Date & Time | ||
| Status | ||
| Synchronize Milestone and Task | ||
| WBS Element Number | ||
| Project Task Assignment | Currency | Edit |
| External Resource | ||
| Project Task | ||
| Resource | ||
| Resource Role | ||
| Project Task Dependency | Dependency Display Units | Edit |
| Dependent Task | ||
| Lag Time | ||
| Preceding Task | ||
| Type |
Apex Class Access
The following Apex class access is required.
|
Apex Class |
Access |
Description |
Mandatory |
|---|---|---|---|
| ATFT_AddTasksFromTemplateController | Enabled | Used to retrieve and add project tasks. |
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.