Permissions for the Project Budgets Lightning Component
These permissions are for the PSA Project Budgets Lightning component, which you can add to a project record.
Permission Set
The PSA - Manage Projects permission set contains all the standard permissions that are detailed in this topic.
Object Permissions
The following object permissions are relevant.
| Object | Access | Mandatory |
|---|---|---|
| Budgets | Read | Yes |
Field Permissions
The following field permissions are relevant to the objects shown. Additional permissions are required for any custom fields that are used.
| Object | Field | Access | Mandatory |
|---|---|---|---|
| Budget | Amount | Read | Yes |
| Amount Consumed | |||
| Description | |||
| Type |
Apex Class Access
The following Apex class access is required.
| Apex Class | Access | Description | Mandatory |
|---|---|---|---|
| FIN_ProjectBudgetSummaryController | Enabled | Retrieves budget data and performs permission checks. | Yes |
For information on Apex class access, search for "Apex Class Access" in the Salesforce Help.