Permission for the Expense-Based Budget Consumption Lightning Component
Professional Services Cloud
These permissions are for the PSA Expense-Based Budget Consumption Lightning component, which you can add to a budget 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 |
|---|---|---|
| Budget Allocation | Read | Yes |
| Expense | 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 Allocation | Billable Expenses Budget | Read | Yes |
| Non-Billable Expenses Budget | Read | Yes | |
| Expense | Assignment | Read | Yes |
| Billable Amount | |||
| Billing Currency | |||
| Budget Allocation | |||
| Exchange Rate Billing Currency | |||
| Exchange Rate Incurred Currency | |||
| Expense Date | |||
| Expense Report | |||
| Include in Financials | |||
| Milestone | |||
| Non-Billable Amount | |||
| Resource | |||
| Type |
Apex Class Access
The following Apex class access is required.
| Apex Class | Access | Description | Mandatory |
|---|---|---|---|
| FIN_ExpenseConsumptionController | Enabled | Used to retrieve data and check permissions. | Yes |
For information on Apex class access, search for "Apex Class Access" in the Salesforce Help.