Resource Request Lightning Page and Component Permissions

Professional Services Cloud

These permissions are for the Resource Request Lightning record page and its components.

Ensure that Apex class access, tab access, object, and field permissions are assigned to the relevant users to enable them to access the Resource Request Lightning page, which contains the following components:

PSA Resourcing
PSA Actions: Resource Request Details

Note:

For the Project Team Schedule, see Using the Project Team Schedule.

Standard Permission Set

The PSA - Staff Resource Requests permission set contains all the standard permissions that are detailed in this section.

For permissions related to shortlisting, see Permissions for Shortlisting.

For more details about PSA permission set groups, permission sets, permission changes, and standard objects and fields permissions, see Permission Sets and Other Technical Documentation, and click Permissions in the list.

Apex Class Access

The following Apex class permissions are required.

Apex Class Permissions for Resource Request Lightning Page and Component
Apex Class Name	Description	Access	Mandatory
CustomSettingController	Used to determine which scheduling strategies to display.	Enabled	Yes
LoadFieldSet	Used to retrieve: Custom fields on the Resource Filter Custom columns for Resourcing
LookupSearchController	Used on some of our lookups, including: RPG Skills Skill Set Custom fields
ResourceScheduleController	Used when retrieving and managing data in the PSA Resourcing Lightning component.
ResourceSelectionListController	Used when retrieving the list of resources in Resourcing.
ResourceSkillController	Used when retrieving the skills in the Resource Details window.
ResourceSkillRequestController	Used when defaulting the skills in the: Resource Filter Manage Skills window
ResourcingAssignmentSchedController	Used when holding or assigning a resource.
SkillSetController	Used when adding a skill set to the list of skills in the: Resource Filter Manage Skills window

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

Tab Access

The following tab permission is required.

Tab Permission for Resource Request Lightning Page and Component
Type	Tab Name	Access	Mandatory
Tab Access	Resource Request	Available	Yes

Object Permissions

The following object permissions are required.

Object Permissions for Resource Request Lightning Page and Component
Object Name	Create Access	Read Access	Edit Access	Delete Access	Mandatory
Assignment		Yes			Yes
Group		Yes			No
Holiday		Yes			Yes
Practice		Yes			No
Project		Yes			No
Region		Yes			No
Resource Request		Yes	Yes		Yes
Resource Request Set	Yes	Yes	Yes		Yes
Resource Skill Request		Yes			Yes
Schedule	Yes	Yes	Yes	Yes	Yes
Skill Certification Rating		Yes			No
Skill		Yes			No
Utilization Engine		Yes			No
Work Calendar		Yes			Yes
Skill Set		Yes			No
Skill Set Skill		Yes			No

Note: The Skill Certification Rating object is dependent on the Skill object.

Field Permissions

The following field permissions are required on the objects shown.

Field Permissions for Resource Request Lightning Page and Component
Object Name	Field Name	Read Access	Edit Access	Mandatory
Assignment	Schedule	Yes		Yes
Assignment	Resource	Yes		Yes
Contact	Is Resource	Yes		Yes
	Is Resource Active	Yes		Yes
	Region	Yes		No
	Practice	Yes		No
	Group	Yes		No
	Resource Role	Yes		No
	Default Cost Rate	Yes		No
	External Resource	Yes		No
	Utilization Target	Yes		No
	Work Calendar	Yes		Yes
Holiday	Work Calendar	Yes		Yes
Resource Request	Assignment	Yes		Yes
	AccountId	Yes		No
	Distance Unit	Yes	Yes	No
	End Date	Yes	Yes	Yes
	Maximum Distance	Yes	Yes	No
	Region	Yes		No
	Practice	Yes		No
	Group	Yes		No
	Project	Yes		No
	Resource	Yes		Yes
	Resource Role	Yes		No
	Opportunity	Yes		No
	Requested Hours	Yes		Yes
	Notes	Yes		Yes
	Resource Held	Yes		Yes
	Start Date	Yes		Yes
	Suggested Resource	Yes		Yes
Resource Skill Request	Resource Request	Yes		Yes
Resource Skill Request	Minimum Rating	Yes		Yes
Resource Request Set	Account	Yes	Yes	Yes
	Master Resource Request	Yes	Yes	Yes
	Project	Yes	Yes	Yes
	Opportunity	Yes	Yes	Yes
Skill Certification Rating	Aspiration	Yes		No
	Certified	Yes		No
	Rating	Yes		No
Work Calendar	Monday Hours	Yes		Yes
	Tuesday Hours	Yes		Yes
	Wednesday Hours	Yes		Yes
	Thursday Hours	Yes		Yes
	Friday Hours	Yes		Yes
	Saturday Hours	Yes		Yes
	Sunday Hours	Yes		Yes

Permissions for Shortlisting

This section details the specific access and permissions needed to use the shortlisting feature.