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:

  • RCEDClosed 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