Permission for the Milestone-Based Budget Consumption Lightning Component
Professional Services Cloud
These permissions are for the PSA Milestone-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 |
| Milestone | 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 | Customer Purchase Order | Read | Yes |
| Milestone | Actual Date | Read | Yes |
| Approved for Billing | |||
| Budget Allocation | |||
| Include in Financials | |||
| Milestone Amount |
Apex Class Access
The following Apex class access is required.
| Apex Class | Access | Description | Mandatory |
|---|---|---|---|
| FIN_MilestoneConsumptionController | Enabled | Used to retrieve data and check permissions. | Yes |
For information on Apex class access, search for "Apex Class Access" in the Salesforce Help.