SECTIONS
These permissions are for the Create Resource Requests from Project Tasks and Create Held Resource Requests from Project Tasks Lightning windows.
Ensure that the following object and field permissions are assigned to the relevant users.
|
Object |
Fields |
Permission |
|---|---|---|
| Project | Read | |
| Project Task | Read | |
| End Date | View | |
| Estimated Hours | ||
| Start Date | ||
| Project Task Assignment | Read | |
| Allocation Hours | View | |
| Allocation Percentage | ||
| External Resource | ||
| Project Task | ||
| Resource | ||
| Resource Role | ||
| Project Task Assignment | Update | |
| Resource Request | Edit | |
| Resource Request | Create Update* |
|
| Currency ISO Code | Edit | |
| End Date | ||
| Group | ||
| Notes | ||
| Opportunity | ||
| Practice | ||
| Region | ||
| Resource | ||
| Resource Role | ||
| SOW Hours | ||
| Start Date | ||
| Schedule | Create* | |
| Schedule Exception | Create* |
*Only required when creating held resource requests.