Resource Request Lightning Page and Component Permissions

These permissions are for the Resource Request Lightning record page and its components.

Ensure that Apex class access, tab access, object, and field permissions are assigned to the relevant users to enable them to access the Resource Request Lightning page, which contains the following components:

• PSA Resourcing
• PSA Actions: Resource Request Details

Note:

For the Resource Schedule and Project Team Schedule, see Using the Resource Schedule. and Using the Project Team Schedule.

Permission Set

The PSA - Staff Resource Requests permission set contains all the standard permissions that are detailed in this topic.

For more details about PSA permission set groups, permission sets, permission changes, and standard objects and fields permissions, see Permission Sets and Other Technical Documentation, and click Permissions in the list.

Apex Class Access

The following Apex class permissions are required.

Apex Class Name	Description	Access	Mandatory
CustomSettingController	Used to determine which scheduling strategies to display.	Enabled	Yes
LoadFieldSet	Used to retrieve: Custom fields on the Resource Filter Custom columns for Resourcing
LookupSearchController	Used on some of our lookups, including: RPG Skills Skill Set Custom fields
ResourceScheduleController	Used when retrieving and managing data in the PSA Resourcing Lightning component.
ResourceSelectionListController	Used when retrieving the list of resources in Resourcing.
ResourceSkillController	Used when retrieving the skills in the Resource Details window.
ResourceSkillRequestController	Used when defaulting the skills in the: Resource Filter Manage Skills window
ResourcingAssignmentSchedController	Used when holding or assigning a resource.
SkillSetController	Used when adding a skill set to the list of skills in the: Resource Filter Manage Skills window

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

Tab Access

The following tab permission is required.

Type	Tab Name	Access	Mandatory
Tab Access	Resource Request	Available	Yes

Object Permissions

The following object permissions are required.

Type	Object Name	Create Access	Read Access	Edit Access	Delete Access	Mandatory
Object Permission	Assignment		Yes			Yes
	Group		Yes			No
	Holiday		Yes			Yes
	Practice		Yes			No
	Project		Yes			No
	Region		Yes			No
	Resource Request		Yes	Yes		Yes
	Resource Request Set	Yes	Yes	Yes		Yes
	Resource Skill Request		Yes			Yes
	Schedule	Yes	Yes	Yes	Yes	Yes
	Skill Certification Rating		Yes			No
	Skill		Yes			No
	Utilization Engine		Yes			No
	Work Calendar		Yes			Yes
	Skill Set		Yes			No
	Skill Set Skill		Yes			No

Note: The Skill Certification Rating object is dependent on the Skill object.

Field Permissions

The following field permissions are required on the objects shown.

Type	Object Name	Field Name	Read Access	Edit Access	Mandatory
Field Permission	Assignment	Schedule	Yes		Yes
		Resource	Yes		Yes
	Contact	Is Resource	Yes		Yes
		Is Resource Active	Yes		Yes
		Region	Yes		No
		Practice	Yes		No
		Group	Yes		No
		Resource Role	Yes		No
		Default Cost Rate	Yes		No
		External Resource	Yes		No
		Utilization Target	Yes		No
		Work Calendar	Yes		Yes
	Holiday	Work Calendar	Yes		Yes
	Resource Request	Assignment	Yes		Yes
		AccountId	Yes		No
		Distance Unit	Yes	Yes	No
		End Date	Yes	Yes	Yes
		Maximum Distance	Yes	Yes	No
		Region	Yes		No
		Practice	Yes		No
		Group	Yes		No
		Project	Yes		No
		Resource	Yes		Yes
		Resource Role	Yes		No
		Opportunity	Yes		No
		Requested Hours	Yes		Yes
		Notes	Yes		Yes
		Resource Held	Yes		Yes
		Start Date	Yes		Yes
		Suggested Resource	Yes		Yes
	Resource Skill Request	Resource Request	Yes		Yes
		Minimum Rating	Yes		Yes
	Resource Request Set	Account	Yes	Yes	Yes
		Master Resource Request	Yes	Yes	Yes
		Project	Yes	Yes	Yes
		Opportunity	Yes	Yes	Yes
	Skill Certification Rating	Aspiration	Yes		No
		Certified	Yes		No
		Rating	Yes		No
	Work Calendar	Monday Hours	Yes		Yes
		Tuesday Hours	Yes		Yes
		Wednesday Hours	Yes		Yes
		Thursday Hours	Yes		Yes
		Friday Hours	Yes		Yes
		Saturday Hours	Yes		Yes
		Sunday Hours	Yes		Yes