Permissions for the Project Task Board Lightning Component

These permissions are for the PSA Project Task Board component, which is available on a project record page. You can also add it to any app page, such as a workspace, or to an Experience Cloud site.

Note:

If users are using the component from an app page, ensure they have Read permission for that page.

The following permission sets contain all the standard permissions that are detailed in this topic:

  • PSA - Manage Gantt and Project Tasks
  • PSA - Manage Project Tasks

The following object permissions are relevant.

Object Permissions
Object Access Mandatory
Contact Read No
Project Read Yes
Project Task Read, Edit Yes
Project Task Assignment Read No

The following field permissions are relevant to the objects shown. Additional permissions are required for any custom fields that are used.

Key:

Manage Resource - Fields visible in the Manage Resource window.

Field Permissions
Object

Window

 Field Access Mandatory
Contact   Salesforce User Read No
Assign Resources Contact Read Yes
Name Read Yes
Resource Role Read Yes
Practice Read Yes
Group Read Yes
Region Read Yes
Default Cost Rate Read Yes
Project   Name Read Yes
Project Task   Actual Hours Read No
  Assigned Resources
  Completed
  Description
  End Date & Time
  Estimated Hours
  Milestone
  Name Read Yes
  Project Read No
  Start Date & Time
  Status Read, Edit Yes
  Summary Read No
  WBS Element Number Read No
Project Task Assignment   External Resource Read No
  ID
  Name
  Project Task
  Resource
  Role
Project Task Assignment Manage Resources Actual Cost Read No
Allocation Hours Read, Edit
Allocation Percentage
End Date Read
Estimated Cost
Hours
Resource Name
Resource Role
Start Date

Notes

For assigned resources, including external resources, and roles on project tasks:

  • If you don’t have Read permission for the Resource, External Resource, and Role fields on the Project Task Assignment object, details of assigned resources, external resources, and roles are not displayed on tasks.
  • If you don't have Read permission for the Salesforce User field on the Contact object, the initials of the relevant resource are displayed instead of an avatar on tasks.

For time badges on project tasks that show when the task is due to end or show how long since it ended, the badges are not displayed if you don't have Read permission for the End Date & Time field on the Project Task object.

The following Apex class access is required.

Apex Class Access
Apex Class Access Description Mandatory
PTM_ProjectTaskController Enabled Required for retrieving project task record data for the Project Task Board on load. Yes
PTM_ResourceController Enabled Required for retrieving contact record data for the Project Task Board on load. 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.