Permissions for the Time-Based Budget Consumption Lightning Component
Professional Services Cloud
These permissions are for the PSA Time-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 |
| Timecard | 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 |
| Internal Budget 1 | |||
| Internal Budget 2 | |||
| Internal Budget 3 | |||
| Internal Budget 1 Percent Allocation | |||
| Internal Budget 2 Percent Allocation | |||
| Internal Budget 3 Percent Allocation | |||
| Scheduled Hours | |||
| Timecard | Assignment | Read | Yes |
| Budget Allocation | |||
| End Date | |||
| External Resource | |||
| Include in Financials | |||
| Milestone | |||
| Resource | |||
| Start Date | |||
| Total Billable Amount | |||
| Total Cost | |||
| Total Hours |
Apex Class Access
The following Apex class access is required.
| Apex Class | Access | Description | Mandatory |
|---|---|---|---|
| FIN_TimecardSplitsConsumptionController | Enabled | Checks permissions and populates data in the table. | Yes |
| FIN_TCSplitsConsumptionFiltersController | Enabled | Checks permissions and provides the options to the filters. | Yes |
For information on Apex class access, search for "Apex Class Access" in the Salesforce Help.