Setting up Financial Information on Project Tasks

Providing project managers with financial information on project tasks and project task assignments enables them to make better informed decisions when considering changes to project plans. The following fields on the Project Task and Project Task Assignment objects, and columns in Gantt, contain this information.

Locations of Financial Information Fields

Location	Field
Project Task	Actual Cost Estimated Cost
Project Task Assignment	Actual Cost Estimated Cost Estimated Hours
Gantt Task Grid	Actual Cost Estimated Cost
Gantt Task Editor	Estimated Cost

The following fields on other objects are also needed to view and calculate the Estimated Cost fields.

Fields Needed to View and Calculate Estimated Cost Fields

Object	Field
Assignment	Cost Rate Amount
Contact	Default Cost Rate
Resource Request	Average Cost Rate

For users to have read access to this financial information, you must do the following tasks:

1. Assign the permission set group Certinia - PSA - Project Manager to the relevant users.

   This contains the PSA - View Financial Information for Project permission set, which has read access for all the fields needed to view and calculate the relevant fields on project tasks and project task assignments, and in Gantt.

2. Add the Actual Cost field to the Gantt Read Only Custom Columns field set on the Project Task object. This adds the Actual Cost column to the Gantt Task Grid.
3. Assign one of the following permission sets to users to give read access to the Estimated Hours field on the Project Task Assignment object, which is also used to calculate the Estimated Cost fields:
   • PSA - Manage Gantt and Project Tasks
   • PSA - Manage Resourcing for Project Tasks

For more information on permission set groups and permission sets, see Permission Sets and Other Technical Documentation and click Permissions.