Permission Controls

Clicking the Permission Controls tab displays the Permission Controls home page. Close the expanding text drop-down element

More about the home page.

In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any permission control name to go directly to its detail.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

In addition to Salesforce CRUD permissions, permission controls are a security layer controlling individual user permissions to perform specific functions on objects and fields.

If you are an Operations or Administrator user, you can create permission controls on the Permission Controls tab granting individual resources access to regions, practices, groups, and projects.

You can use permission controls to:

Control administrative functions at various levels, including: the resource, region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., team, project version, or project.
Grant permissions starting or ending on specific dates, or apply permanent permissions.
Cascade permission controls to an assigned parent record and any child records. For example, a project manager has permission for a region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., every children in that region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., and any projects included that particular hierarchy.

Note:

If your organization uses contractors without a Salesforce login, you can set up a permission control to allow project managers to create timecards and expenses for these resources. To do this, enter the project manager as the user, select the appropriate resource or region, practice or group containing the appropriate resources, and then select the Timecard Entry and Expense Entry check boxes.

Note:

If your organization uses operations managers who need to create Resource Requests and assign Resources, create a Permission Control and select the Region, Practice or Group to which you want to grant access.

By default, only project managers can edit project tasks in Project Task Gantt. You can grant permission to view or edit project tasks to other users. To do so, create a permission control with the Project Task Gantt View or Project Task Gantt Edit checkboxes selected for the project.

Note:

For more information about setting up Revenue Forecasting view and adjust permission controls, see Setting up Forecasting.

To set up a permission control: