Permissions for the PSA Project Summary Lightning Component

The PSA - Manage Projects permission set is required for using the Project summary and Project Tasks summary.

The following object permissions are required for using the Project summary and Project Tasks summary:

  • 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 Project AI Summary Component
Apex Class Access Description Mandatory
GenAIController Enabled Required for all generative AI summaries in PSA. Yes
ProjectClientSummaryController Required for generating the Client Project Summary. in PSA.
ProjectExecutiveSummaryController Required for generating The Executive Project summary in PSA.
ProjectSummaryController Required for generating the Project Summary in PSA.
ProjectTasksSummaryController Required for generating the Project Task Summary in PSA.
RAIDSummaryController Required for generating the RAID Next Steps Project summary in PSA.
TelemetryLoggerController Required to log data in Telemetry.

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