Permissions for Adding Records from a Template

These permissions are for the Add Records from Template window.

Ensure that the following permissions are assigned to the relevant users to enable them to use the Add Records from Template functionality.

Object Permissions

The following object permissions are relevant.

Object Permissions
Object	Access	Mandatory
Assignment	Create, Read	Yes
Assignment Milestone
Assignment Project Methodology
Assignment Project Phase
Group	Read
Holiday	Read
Milestone	Create, Read
Practice	Read
Project	Create, Read
Project Location
Project Methodology
Project Phase
Project Task	Create, Edit, Read
Project Task Assignment	Create, Read
Project Task Dependency	Create, Read
Region	Read
Resource Request	Create, Read
Resource Skill Request
Schedule
Schedule Exception
Risk

Field Permissions

The following field permissions are required on the objects shown.

Note:

If you are using a field set, including the default field set, you must also assign edit permissions to those fields.

Field Permissions
Object	Field Name	Access	Mandatory
Assignment	Bill Rate	View, Edit	Yes
	Cost Rate
	Cost Rate Amount
	Currency
	Is Billable
	Milestone
	Name
	Planned Hours
	Project
	Resource
	Role
	Schedule
	Show Assignment Methodology Only
	Show Assignment Milestone Only
	Show Assignment Phases Only
	Use Resource Default Cost Rate
Assignment Milestone	Assignment	View, Edit	Yes
Assignment Milestone	Milestone	View, Edit	Yes
Assignment Project Methodology	Assignment	View, Edit	Yes
Assignment Project Methodology	Project Methodology	View, Edit	Yes
Assignment Project Phase	Assignment	View, Edit	Yes
Assignment Project Phase	Project Phase	View, Edit	Yes
Milestone	Actual Date	View, Edit	Yes
	Amount
	Approver
	Currency
	Estimated Time to Completion
	Log Milestone Cost As External
	Milestone Cost
	Name
	Planner Hours
	Project
	Requires Customer Sign-off
	Target Date
Project	Account	View, Edit	Yes
	End Date
	Exclude from Billing
	Group
	Is Active
	Is Billable
	Name
	Notes	View	No
	Opportunity	View, Edit	Yes
	Opportunity Owner
	Owner
	Planned Hours
	Practice
	Project Manager
	Region
	Start Date
	Template	View	Yes
	Time Credited	View, Edit	Yes
	Time Excluded	View, Edit	Yes
Project Location	Currency	View, Edit	Yes
	Description
	End Date
	Name
	Project
	Start Date
Project Methodology	Currency	View, Edit	Yes
	Name
	Project
Project Phase	Currency	View, Edit	Yes
	Description
	End Date
	Name
	Project
	Start Date
Project Task	Description	View, Edit	Yes
	Duration Unit
	End Date & Time
	Estimated Time to Completion (Task)
	Estimated Hours
	Hierarchy Depth	View
	Name	View, Edit
	Order
	Parent Task
	Points
	Project
	Projected Hours	View
	Start Date & Time	View, Edit
	Status
	WBS Element Number
Project Task Assignment	Assignment	View, Edit	Yes
	External Resource
	Project Task
	Resource
	Resource Request
	Resource Role
Project Task Dependency	Dependency Display Units	View, Edit	Yes
	Dependent Task
	Lag Time Hours
	Preceding Task
	Type
Resource Request	Assignment	View, Edit	Yes
	Currency
	End Date
	Group
	Milestone
	Notes
	Percent Allocated
	Planned Bill Rate
	Practice
	Preferred Schedule
	Primary Skill or Certification
	Primary Skill Minimum Rating
	Project
	Region
	Requested Bill Rate
	Requested Hours
	Request Priority
	Resource
	Resource Role
	Start Date
	Status
	Suggested Resource
Resource Skill Request	Minimum Rating	View, Edit	Yes
	Primary
	Resource Request
	Skill or Certification
Risk	Contingency	View, Edit	Yes
	Currency
	Date Raised
	Impact
	Likelihood
	Milestone
	Name
	Project
	Project Task
	Risk Description
	Status
Schedule	End Date	View, Edit	Yes
	Friday Hours
	Monday Hours
	Saturday Hours
	Start Date
	Sunday Hours
	Thursday Hours
	Tuesday Hours
	Wednesday Hours

Apex Class Access

The following Apex class access is required.

Apex Class Access
Apex Class	Access	Description	Mandatory
ARFT_AddRecordsFromTempController	Enabled	Used to add records.	Yes
ATFT_AddTasksFromTemplateController	Enabled	Used when retrieving information about the project tasks that are added.	No
AsyncApexJobProgressController	Enabled	Used to track the async Apex job that creates the related records.	Yes
CPFT_RecordAccordionController	Enabled	Used when retrieving information about the related records that are created.	Yes
LookupSearchController	Enabled	Used when retrieving lookups for a field.	Yes
PT_ProjectSearchGridController	Enabled	Used to find a template project.	Yes