Permissions for the Project AI Summaries Component

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

The PSA - Manage Projects permission set is required for using Project AI summaries.

The following object permissions are required for using Project AI summaries:

  • Projects
  • Project Tasks
  • Issues
  • Risks

Field permissions must be assigned for the fields contained in the following objects:

  • Projects
  • Project Tasks
  • Issues
  • Risks

For more information, see:

The following Apex class access is required.

Apex Class Access Required for the Certinia Summary Component.
Apex Class Access Description Mandatory
GenAIController Enabled Required for all generative AI summaries in PSA. Yes
ProjectClientSummaryController Required for generating client Project AI summaries in PSA.
ProjectExecutiveSummaryController Required for generating executive Project AI summaries in PSA.
ProjectSummaryController Required for generating Project AI summaries in PSA.
ProjectTasksSummaryController Required for generating Project Task AI summaries in PSA.
RAIDSummaryController Required for generating RAID Project AI summaries in PSA.
TelemetryLoggerController Required to log data in Telemetry.

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