Permissions for the Project Assignments Breakdown Lightning Component

These permissions are for the PSA Project Assignments Breakdown Lightning component, which you can add to a project record.

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

  • PSA - Manage Projects

The following object permissions are relevant.

Object Permissions
Object Access Mandatory
Assignments Read Yes
Resource Request Yes
Timecard Yes

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

Field Permissions
Object Field Access Mandatory
Assignment End Date Read Yes
Estimated Time to Completion
Planned Hours Hours
Project
Resource
Resource Request
Role
Scheduled Hours
Resource Request Requested Hours Read Yes
Timecard Assignment Read Yes
Status
Total Hours
Notes:
  • For assignments, object and field Read permissions are required to display them in the Project Assignments Breakdown grid. If any permissions are missing, the assignments are not displayed.
  • The field set containing the custom fields that are displayed when hovering over an assignment in the Project Assignments Breakdown grid are also displayed.

The following Apex class access is required.

Apex Class Access
Apex Class Access Description Mandatory
FIN_ProjectFinancialPopoverController Enabled Enables the popover summary to work. Yes
FIN_ProjectFinancialOverviewController Enabled Enables to retrieve data, and allows the component in general to work. Yes

For information on Apex class access, search for "Apex Class Access" in the Salesforce Help.