Project Tasks
Professional Services Cloud
As a system administrator, you must update your organization's Salesforce user profiles to allow access for users who will maintain project tasks. Grant users access to the following:
- RCED access to the Project Task objects:
- Project Tasks
- Project Task Assignments
- Project Task Dependencies
- Project Task Points Complete History
- Project Task Points History
- Read access to the project
- Access to the VisualForce Pages:
- ProjectTaskStart
- ProjectTaskComplete
- ProjectTaskMultiStart
- ProjectTaskMultiComplete
- Access to the new Apex Class ProjectTaskController
You must also ensure that these field-level security permissions exist:
Field-Level Security Permission | Object | Fields |
---|---|---|
Read | Project_Task__c | Name, Start_Date__c, End_Date__c, Actual_Start_Date__c, Actual_End_Date__c, Priority__c, Status__c, Percent_Complete_Points__c, Assigned_Resources__c, Description__c, Points__c, Points_Complete__c, Points_Remaining__c, Started__c, Completed__c, Blocked__c, Parent_Task__c, Hierarchy_Depth__c, Summary__c, Start_Date_Time__c, Project__c, Points_Baseline__c, Percent_Complete_Tasks__c, Number_of_Assignments__c, Long_Description__c, End_Date_Time__c, Do_Not_Auto_Update_This_Task__c, Do_Not_Auto_Update_Parents__c, Actual_Start_Date_Time__c, Actual_End_Date_Time__c |
Update | Project_Task__c | Name, Priority__c, Status__c, Percent_Complete_Points__c, Description__c,Points__c, Points_Complete__c, Points_Remaining__c, Started__c, Completed__c, Blocked__c, Parent_Task__c, Summary__c, Start_Date_Time__c, Project__c, Points_Baseline__c, Percent_Complete_Tasks__c, Number_of_Assignments__c, Long_Description__c, End_Date_Time__c, Do_Not_Auto_Update_This_Task__c, Do_Not_Auto_Update_Parents__c, Actual_Start_Date_Time__c, Actual_End_Date_Time__c |
Insert | Project_Task__c | Name, Parent_Task__c, Start_Date_Time__c, Project__c, End_Date_Time__c |
Read | Proj__c | Name |