Permissions for the Project AI Summaries Component
Permission Set
The PSA - Manage Projects permission set is required for using Project AI summaries.
Object Permissions
The following object permissions are required for using Project AI summaries:
- Projects
- Project Tasks
- Issues
- Risks
Field Permissions
Field permissions must be assigned for the fields contained in the following objects:
- Projects
- Project Tasks
- Issues
- Risks
For more information, see:
Apex Class Access
The following Apex class access is required.
| 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.