Permissions

Permission Set Groups

You can assign the following permission set groups to users for access to Services Estimator:

Permission set groups in Services Estimator
Permission Set Group Name	Description
Certinia - Services Estimator - Estimate Approver	Includes permission sets for job functions related to the estimate approver role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.
Certinia - Services Estimator - Estimator	Includes permission sets for job functions related to the estimator role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.
Certinia - Services Estimator – Estimate Product Manager	Includes permission sets for job functions related to the estimate product manager role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.

For more information about permission set groups, see PSA Functional Permissions Overview.

Permission Sets

Salesforce Object Permissions Required for Permission Checks

Users assigned the permission sets listed in the table below will need Read access to Salesforce standard objects. For each permission set, the table below lists any fields that require field-level security access, and any additional access or permissions required.

Object Permission Sets in Services Estimator
Permission Set Name	Salesforce Object Permissions Required	Fields Requiring Read FLS Access	Description
Services Estimator - Add from Template	None	None	Add records from estimate templates to estimates.
Services Estimator - Add to Opportunity	Opportunity	Price Book	Add estimate details to the related opportunity.
	Opportunity Product	Line Description
		Product
		Is Services Product Line
		Date
		Total Billable Contingency Amount
		Sales Price
Services Estimator - Administrator	None	None	Configure Services Estimator.
Services Estimator - Approve Estimates	None	None	Approve or reject pending estimates.
Services Estimator - Create Estimates	Opportunity	Account Name	Create, edit, and view estimates, estimate templates and their related records with the exception of skills, and set up a permission control with the Resource Request Entry permission selected.
		Group
		Practice
		Region
Services Estimator - Create Milestones from Line Sets	None	None	Create milestones from line sets.
Services Estimator - Create Projects from Estimates	Opportunity	Account Name	Create projects from estimates.
	Opportunity Product	Line Description
		Product
		Is Services Product Line
		Date
		Sales Price
Services Estimator - Edit Estimates	None	None	View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.
Services Estimator - Edit Price and Cost	None	None	Edit the price and cost of estimates.
Services Estimator - Einstein Discovery	None	None	Use the Einstein Discovery features in Services Estimator.
Services Estimator - Estimate Products - Delete	None	None	Delete estimate products.
Services Estimator - Estimate Products - Edit	None	None	Edit estimate products.
Services Estimator - Manage Estimate Resources	Contact	Default Cost Rate is Daily Rate	Manage resources on estimates.
		Default Cost Rate
		Is Resource Active
		Is Resource
Services Estimator - Manage Estimate Role Skill Requests	None	None	View and edit estimate role skill requests.
Services Estimator - Manage Estimate Vendor Line Items	Opportunity Product	Total Vendor Line Item Bill Amount	View and edit estimate vendor line items.
Services Estimator - Manage Estimated Expenses	Opportunity Product	Total Estimated Expenses Billable Amount	View and edit estimated expenses.
Services Estimator - Manage Scoping Requirement Sets	None	None	Create, edit, and delete scoping requirement sets and related records.
Services Estimator - Manage Scoping Sessions	None	None	Create, edit, and delete scoping sessions.
Services Estimator - Submit Estimate	None	None	Submit estimates for approval.