Permissions for the Project Assignments Breakdown Lightning Component
Professional Services Cloud
These permissions are for the PSA Project Assignments Breakdown Lightning component, which you can add to a project record.
Permission Set
The following permission sets contain all the standard permissions that are detailed in this topic:
- PSA - Manage Projects
Object Permissions
The following object permissions are relevant.
| Object | Access | Mandatory |
|---|---|---|
| Assignments | Read | Yes |
| Resource Request | 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 |
|---|---|---|---|
| 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 |
Apex Class Access
The following Apex class access is required.
| 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.