Licenses and Permissions Required for Services Forecasting

The Required Licenses and Permissions table details the licenses and permissions required for Services Forecasting per user type.

Required Licenses and Permissions
User Type Package Licenses Permission Sets
Administrators who need to set up and maintain Services Forecasting.
  • PSA
  • WorkGrid

  • CRM Analytics Platform Admin

    Note:

    This permission set automatically grants the Analytics Platform permission set license.

  • PSA - Delete Forecasts
  • PSA - PS Cloud Analytics Setup
  • PSA - Run Forecast
  • PSA - View All Forecasts
  • PSA - View Forecast
  • WorkGrid - Manage Data Sources and Plans
Users who need to work with forecasts.
  • PSA
  • WorkGrid

  • Analytics View Only User

    Note:

    This permission set automatically grants the Analytics View Only Embedded App permission set license.

  • PSA - Run Forecast
  • PSA - View Forecast

  • WorkGrid - View and Adjust Services Forecasts

    Note:

    This is an unmanaged permission set that you must manually create. For more information, see WorkGrid - View and Adjust Services Forecasts Permission Set.
Note:

If the PS Cloud Core Analytics app isn't already set up in your org, additional licenses and permissions are required. For more information, see PS Cloud Core Analytics Licensing and PS Cloud Core Analytics Permission Sets.