Permissions for the Project Task Board Lightning Component

These permissions are for the PSA Project Task Board component, which you can add to a project record or to an app page, such as a workspace.

Note:

If users are using the component from an app page, ensure they have Read permission for that page.

The following permission sets contain all the standard permissions that are detailed below:

  • PSA - Manage Gantt and Project Tasks
  • PSA - Manage Project Tasks

The following object permissions are relevant.

Object Permissions
Object Access Mandatory
Project Read Yes
Project Task Read, Edit Yes

The following field permissions are relevant to the objects shown. Additional permissions are required for any custom fields that are used.

Field Permissions
Object Field Access Mandatory
Project Name Read Yes
Project Task Actual Hours Read No
Assigned Resources
Description
End Date & Time
Estimated Hours
Milestone
Name Read Yes
Project Read No
Start Date & Time
Status Read/Edit Yes
WBS Number Read No

The following Apex class access is required.

Apex Class Access
Apex Class Access Description Mandatory
PTM_ProjectTaskController Enabled Used to retrieve project task record data for the Project Task Board on load. Yes

For information on Apex class access, search for "Apex Class Access" in the Salesforce Help.