Permissions for Manage Resource Requests Lightning Component

These permissions are for the Manage Resource Requests Lightning component, available on the Project record page.

The PSA - Manage Resource Requests for a Project permission set contains all the standard permissions that are detailed in this topic.

Set up a permission control with the following permissions selected, as required.

Permission
Permission Description
Staffing Enables the user to assign held resource requests

The following object permissions are relevant.

Object Permissions
Object Access Mandatory
Assignment Read Yes
Group Read Yes
Holiday Read Yes
Practice Read Yes
Project Read Yes
Region Read Yes
Resource Request Read, Edit, Delete Yes
Resource Skill Request Read, Create, Edit, Delete Yes
Schedule Read, Create, Edit, Delete Yes
Skill or Certification Read Yes
Skill or Certification Rating Read Yes
Skill Sets Read Yes
Skill Set Skills Read Yes
Work Calendar Read Yes

The following tab access is required.

Tab Access
Tab Access Mandatory
Project Yes Yes

The following field permissions are relevant. Permissions are also required for any custom fields.

Field Permissions
Object Field Access Mandatory
Assignment Resource Read Yes
Assignment Schedule Read Yes
Contact Is Resource Read Yes
Contact Is Resource Active Read Yes
Contact Work Calendar Read Yes
Holiday Work Calendar Read Yes
Project Active Read Yes
Project Allow Expenses Without Assignment Read Yes
Project Allow Timecards Without Assignment Read Yes
Project Billable Read Yes
Project End Date Read Yes
Project Group Read Yes
Project Practice Read Yes
Project Region Read Yes
Project Start Date Read Yes
Resource Request Assignment Read Yes
Resource Request End Date Read, Edit Yes
Resource Request Requested Hours Read, Edit Yes
Resource Request Resource Read Yes
Resource Request Resource Held Read Yes
Resource Request Resource Request Name Read, Edit Yes
Resource Request Resource Role Read, Edit Yes
Resource Request Status Read Yes
Resource Skill Request Desirable Read, Edit Yes
Resource Skill Request Match All Read, Edit Yes
Resource Skill Request Minimum Rating Read, Edit Yes
Resource Skill Request Primary Read, Edit Yes
Resource Skill Request Resource Request Read, Edit Yes
Resource Skill Request Skill Set Read, Edit Yes
Skill or Certification Rating Rating Read Yes
Skill Set Skill Rating Read Yes
Work Calendar Friday Hours Read Yes
Work Calendar Monday Hours Read Yes
Work Calendar Saturday Hours Read Yes
Work Calendar Sunday Hours Read Yes
Work Calendar Thursday Hours Read Yes
Work Calendar Tuesday Hours Read Yes
Work Calendar Wednesday Hours Read Yes

The following Apex class access is required.

Apex Class Access
Apex Class Access Description Mandatory
CustomSettingController Yes Used to fetch the value Enable Desirable Skills field of Skills Management custom setting. Yes
EditResourceSkillRequestController Yes Used to save the updated Resource Skill Requests. Yes
LookupSearchController Yes Used to search skill lookup in manage skill window. Yes
ResourceSkillRequestController Yes Used to fetch the existing Resource Skill Requests. Yes
RM_ResourceRequestUpdateController Yes Used to get, update, delete and assign resource requests. Yes
SkillSetController Yes Used to check permission and fetch Skill set data. Yes
SObjectController Yes Used to fetch the accessible fields for advance search lookup table. Yes

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