Expense Entry Lightning Component Permissions
Professional Services Cloud
Apex class access, tab access, Visualforce page access, object, and field permissions are all required to access and use the Expense Entry component.
For information about adding a Lightning component to a Lightning page, see PSA Lightning Components.
Apex Class Access
The following Apex class permissions are required.
| Type | Apex Class Name |
Description |
Access | Mandatory |
|---|---|---|---|---|
| Apex Class Access | CollateExpenseAttachmentsToPDFController | Enabled | Yes | |
| EM_CloneExpenseReportController | ||||
| EM_CombineAttachmentsController | ||||
| EM_ExpenseCommonController | ||||
| EM_ExpenseEntryController | ||||
| EM_ExpenseReportFormController | ||||
| ffui_documentController | ||||
| FileAttachmentController | ||||
| LoadFieldSet | ||||
| LookupSearchController | ||||
| ResourceInfoController | ||||
| SObjectController |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.
Tab Access
The following tab permission is required.
| Type | Tab Name |
Access |
Mandatory |
|---|---|---|---|
| Custom Tab Settings | Expense Reports | Yes | Yes |
Visualforce Page Access
The following Visualforcepage permission is required.
| Type | Visualforce Page Name |
Access |
Mandatory |
|---|---|---|---|
| Visualforce Page Access | CollateExpenseAttachmentsToPDF | Yes | Yes |
Object Permissions
The following object permissions are required.
| Type | Object Name |
Create Access |
Delete Access |
Edit Access |
Read Access |
Mandatory |
|---|---|---|---|---|---|---|
| Object Permission | Assignment | Yes | Yes | |||
| Contact | Yes | |||||
| Expense | Yes | Yes | Yes | Yes | Yes | |
| Expense Limit / Rate | Yes | Yes | ||||
| Expense Report | Yes | Yes | Yes | Yes | Yes | |
| Group | Yes | Yes | ||||
| Milestone | Yes | |||||
| Practice | Yes | Yes | ||||
| Project | Yes | Yes | ||||
| Region | Yes | Yes |
Field Permissions
The following field permissions are required on the objects shown.
| Type | Object Name | Field Name | Read Access | Edit Access | Mandatory |
|---|---|---|---|---|---|
| Field Permission | Assignment | Billable | Yes | Yes | |
| Closed for Expense Entry | Yes | ||||
| Nickname | Yes | ||||
| Project | Yes | ||||
| Resource | Yes | ||||
| Contact | Resource Role | Yes | |||
| Salesforce User | Yes | ||||
| Expense | Applied Expense Rate | Yes | Yes | ||
| Assignment | Yes | Yes | |||
| Billable | Yes | Yes | |||
| Description | Yes | Yes | |||
| Distance | Yes | Yes | |||
| Expense Report | Yes | Yes | |||
| Milestone | Yes | ||||
| Project | Yes | Yes | |||
| Rate Unit | Yes | Yes | |||
| Resource | Yes | Yes | |||
| Type | Yes | Yes | |||
| Status | Yes | Yes | |||
| Start Date | Yes | Yes | |||
| Expense Report | Approved | Yes | |||
| Assignment | Yes | Yes | |||
| Billable | Yes | Yes | |||
| Description | Yes | Yes | |||
| Expense Report Name | Yes | Yes | |||
| First Expense Date | Yes | Yes | |||
| Include in Financials | Yes | ||||
| Milestone | Yes | ||||
| Project | Yes | Yes | |||
| Resource | Yes | Yes | |||
| Submitted | Yes | ||||
| Closed for Time Entry | Yes | Yes | |||
| Expense Limit Rate | Amount | Yes | |||
| Rate Unit | Yes | ||||
| Type | Yes | ||||
| Group | Group ID Chain | Yes | |||
| Milestone | Closed for Expense Entry | ||||
| Project | |||||
| Practice | Practice ID Chain | Yes | |||
| Project | Account | Yes | |||
| Active | Yes | ||||
| Allow Expenses Without Assignment | Yes | ||||
| Closed for Expense Entry | Yes | ||||
| Billable | Yes | ||||
| Region | Region ID Chain | Yes |