Permissions for the Project Gantt Lightning Component

The PSA - Manage Gantt and Project Tasks permission set contains all the standard permissions that are detailed in this topic.

The following object permissions are relevant.

Object Permissions

Object	Access	Mandatory
Assignment	Read	No
Contact		No
Holiday		No
Project		Yes
Project Task		Yes
Project Task Assignment		No
Project Task Dependency		No
Resource Request		No
Schedule		No
Schedule Exception		No
Version Item Task		No
Work Calendar		No

Notes

If users don’t have Read permission for the Work Calendar object, work calendars and holidays are not loaded into Gantt.

If users don’t have Read permission for the Holiday object, holidays are not loaded into Gantt.

If users don’t have Read permission for the Project Task Assignment object, the Assigned Resources column is not displayed.

If users don’t have Read permission for the Schedule or Schedule Exception objects, schedules are not loaded into Gantt.

If users don’t have Read permission for the Version Item Task object, the "Baseline" option in the button on the Gantt toolbar is not displayed.

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
Assignment	Project	Read	No
	Resource
	Schedule
Contact	Salesforce User	Read	No
	Work Calendar
Holiday	Date	Read	No
	Work Calendar
Project	End Date	Read	No
	Start Date
	Work Calendar
Project Task	Actual End Date & Time	Read	No
	Actual Start Date & Time	Read	No
	Duration Units	Read	Yes
	End Date	Read	No
	End Date & Time	Read	Yes
	Hierarchy Depth
	Parent Task
	Peer Order
	Project
	Start Date	Read	No
	Start Date & Time	Read	Yes
	Work Calendar	Read	No
Project Task Assignment	Project Task	Read	No
	Resource
	Role
Project Task Dependency	Dependency Display Units	Read	No
	Dependent Task
	Lag Time
	Preceding Task
Resource Request	Preferred Schedule	Read	No
	Project
	Resource
	Resource Held
Schedule	End Date	Read	No
	Friday Hours
	Monday Hours
	Saturday Hours
	Start Date
	Sunday Hours
	Thursday Hours
	Tuesday Hours
	Wednesday Hours
Schedule Exception	Default Exception Hours Per Day	Read	No
	End Date
	Friday Hours
	Monday Hours
	Saturday Hours
	Schedule
	Start Date
	Sunday Hours
	Thursday Hours
	Tuesday Hours
	Wednesday Hours
Version Item Task	End Date and Time	Read	No
	Original Id
	Start Date and Time
	Version
Work Calendar	Allow Start/End on Non-working Days	Read	No
	Friday End Hour
	Friday Hours
	Friday Start Hour
	Monday End Hour
	Monday Hours
	Monday Start Hour
	Saturday End Hour
	Saturday Hours
	Saturday Start Hour
	Sunday End Hour
	Sunday Hours
	Sunday Start Hour
	Thursday End Hour
	Thursday Hours
	Thursday Start Hour
	Tuesday End Hour
	Tuesday Hours
	Tuesday Start Hour
	Wednesday End Hour
	Wednesday Hours
	Wednesday Start Hour

Notes

For project task dependencies, object and field Read permissions are required to display them in Gantt. If any permissions are missing, the project task dependencies are not displayed.

For project task assignments, object and field Read permissions are required to display them in Gantt. If any permissions are missing, the project task assignments are not displayed.

For schedules and schedule exceptions, object and field Read permissions are required to display them in Gantt. If any permissions are missing, schedules are not loaded into Gantt and, as a result, over allocation details are not displayed.

For the start and end dates on a project:

• If users don’t have Read permission for the Start Date field for the project, the Project Start marker is not displayed.
• If users don’t have Read permission for the End Date field for the project, the Project End marker is not displayed.
• If project start and end dates are not loaded into Gantt, the Project Start marker aligns with the earliest task start date and Project End marker aligns with the latest task end date.

For work calendars:

• If users don’t have Read permission for the Work Calendar field on the Project object, the project work calendar is not loaded into Gantt.
• If users don’t have Read permission for the Work Calendar field on the Project Task object, no task work calendars are loaded into Gantt.

If work calendars are not loaded, non-working time on the project is not displayed.

If users want to view resource details from the Project Gantt component, you must assign them permissions for the fields they want to view, for example, the resource's region, practice, or group.

If users do not have Read permission for the Actual End Date & Time and Actual Start Date & Time fields in the Project Task object, then the "Actual Dates" option is not visible in the button on the Gantt toolbar.

If users do not have Read permission for the Version Item Task fields, then the "Baseline" option is not visible in the button on the Gantt toolbar.

The following Apex class access is required.

Apex Class Access

Apex Class	Access	Description	Mandatory
GNT_CustomColumnController	Enabled	Required for retrieving the column information to display in the Project Gantt component.	Yes
GNT_ExportController	Enabled	Required for exporting data from the Project Gantt component.	Yes
GNT_SecurityController	Enabled	Required for fetching the permissions context for the Project Gantt component.	Yes
LookupSearchController	Enabled	Required for fetching lookups for a field.	Yes
PTM_ProjectController	Enabled	Required for loading project data into the Project Gantt component.	Yes
PTM_ProjectTaskDependencyController	Enabled	Required for loading task dependency data for the Project Gantt component.	Yes
PTM_ProjectTaskController	Enabled	Required for retrieving project task record data for the Project Gantt component.	Yes
PTM_ResourceController	Enabled	Required for retrieving contact record data for the Project Gantt component.	Yes
PTM_ScheduleController	Enabled	Required for loading schedule and schedule exception data into the Project Gantt component.	Yes
PTM_WorkCalendarController	Enabled	Required for loading work calendar data into the Project Gantt component.	Yes
RM_ContactCardAvailabilityController	Enabled	Required for retrieving the daily availability hours for the Contact Card component.	Yes
RM_HoverDetailsController	Enabled	Required for retrieving the given details for the Contact Card component.	Yes
RM_ResourceAvailabilityTilesController	Enabled	Required for fetching the availability and logged hours for the selected resource in the Contact Card component.	Yes
TelemetryLoggerController	Enabled	Required to log data in Telemetry.	Yes

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

Data is displayed based on many different records. The table below shows what happens if some records are restricted to the user through sharing rules.

Sharing Restrictions

Object	Sharing Status	Effect
Holiday	Visible	Holiday date is displayed as non-working time. Holiday is included in warning feedback for over allocation.
Holiday	Hidden	Holiday date is not displayed as non-working time. Holiday is not included in warning feedback for over allocation.
Project Task	Visible	Task is displayed.
Project Task	Hidden	Task is not displayed. Child tasks of this task are not displayed, regardless of their sharing status. Dependencies linked to this task are not displayed.
Schedule	Visible	Schedule is included in warning feedback for over allocation.
Schedule	Hidden	Schedule is not included in warning feedback for over allocation.
Schedule Exception	Visible	Schedule Exception is included in warning feedback for over allocation.
Schedule Exception	Hidden	Schedule Exception is not included in warning feedback for over allocation.
Work Calendar	Visible	Work Calendar is used for non-working time (project). Work Calendar is included in warning feedback for over allocation.
Work Calendar	Hidden	An error is displayed and the Gantt chart is not visible. Work Calendar is not included in warning feedback for over allocation.