Permissions for Manage Resource Requests Lightning Component
These permissions are for the Manage Resource Requests Lightning component, available on the Project record page.
The PSA - Manage Resource Requests for a Project permission set contains all the standard permissions that are detailed in this topic.
Set up a permission control with the following permissions selected, as required.
Permission | Description |
---|---|
Staffing | Enables the user to assign held resource requests |
The following object permissions are relevant.
Object | Access | Mandatory |
---|---|---|
Assignment | Read | Yes |
Group | Read | Yes |
Holiday | Read | Yes |
Practice | Read | Yes |
Project | Read | Yes |
Region | Read | Yes |
Resource Request | Read, Edit, Delete | Yes |
Resource Skill Request | Read, Create, Edit, Delete | Yes |
Schedule | Read, Create, Edit, Delete | Yes |
Skill or Certification | Read | Yes |
Skill or Certification Rating | Read | Yes |
Skill Sets | Read | Yes |
Skill Set Skills | Read | Yes |
Work Calendar | Read | Yes |
The following tab access is required.
Tab | Access | Mandatory |
---|---|---|
Project | Yes | Yes |
The following field permissions are relevant. Permissions are also required for any custom fields.
Object |
Field |
Access |
Mandatory |
---|---|---|---|
Assignment |
Resource |
Read |
Yes |
Assignment |
Schedule |
Read |
Yes |
Contact |
Is Resource |
Read |
Yes |
Contact |
Is Resource Active |
Read |
Yes |
Contact |
Work Calendar |
Read |
Yes |
Holiday |
Work Calendar |
Read |
Yes |
Project | Active |
Read |
Yes |
Project | Allow Expenses Without Assignment |
Read |
Yes |
Project | Allow Timecards Without Assignment |
Read |
Yes |
Project | Billable |
Read |
Yes |
Project | End Date |
Read |
Yes |
Project | Group |
Read |
Yes |
Project | Practice |
Read |
Yes |
Project | Region |
Read |
Yes |
Project | Start Date |
Read |
Yes |
Resource Request |
Assignment |
Read |
Yes |
Resource Request |
End Date |
Read, Edit |
Yes |
Resource Request |
Requested Hours |
Read, Edit |
Yes |
Resource Request | Resource |
Read |
Yes |
Resource Request |
Resource Held |
Read |
Yes |
Resource Request |
Resource Request Name |
Read, Edit |
Yes |
Resource Request |
Resource Role |
Read, Edit |
Yes |
Resource Request |
Status |
Read |
Yes |
Resource Skill Request |
Desirable |
Read, Edit |
Yes |
Resource Skill Request |
Match All |
Read, Edit |
Yes |
Resource Skill Request |
Minimum Rating |
Read, Edit |
Yes |
Resource Skill Request |
Primary |
Read, Edit |
Yes |
Resource Skill Request |
Resource Request |
Read, Edit |
Yes |
Resource Skill Request |
Skill Set |
Read, Edit |
Yes |
Skill or Certification Rating |
Rating |
Read |
Yes |
Skill Set Skill |
Rating |
Read |
Yes |
Work Calendar |
Friday Hours |
Read |
Yes |
Work Calendar |
Monday Hours |
Read |
Yes |
Work Calendar |
Saturday Hours |
Read |
Yes |
Work Calendar |
Sunday Hours |
Read |
Yes |
Work Calendar |
Thursday Hours |
Read |
Yes |
Work Calendar |
Tuesday Hours |
Read |
Yes |
Work Calendar |
Wednesday Hours |
Read |
Yes |
The following Apex class access is required.
Apex Class |
Access |
Description |
Mandatory |
---|---|---|---|
CustomSettingController |
Yes |
Used to fetch the value Enable Desirable Skills field of Skills Management custom setting. |
Yes |
EditResourceSkillRequestController |
Yes |
Used to save the updated Resource Skill Requests. |
Yes |
LookupSearchController |
Yes |
Used to search skill lookup in manage skill window. |
Yes |
ResourceSkillRequestController |
Yes |
Used to fetch the existing Resource Skill Requests. |
Yes |
RM_ResourceRequestUpdateController |
Yes |
Used to get, update, delete and assign resource requests. |
Yes |
SkillSetController |
Yes |
Used to check permission and fetch Skill set data. |
Yes |
SObjectController |
Yes |
Used to fetch the accessible fields for advance search lookup table. |
Yes |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.