Task Management Classic

As a system administrator, you must update your organization’s Salesforce user profiles to allow access for users who will maintain project tasks.

Visualforce Pages

Enable these Visualforce pages on the user profile:

ProjectsJSON
ProjectTasksJSON
PSATaskManagementForward
psatasks
ResourceJSON

Apex Classes

Enable these Apex classes on the user profile:

PSATasksController
ProjectsJSONController
ProjectTaskController
ProjectTasksJSONController
ResourceJSONController
ProjectTaskMapper*
ResourceMapper*
ProjectMapper*
PSATasksFLSCheck*
ProjectTaskUnitPicker*
Resource*
ProjectTask*
Project*
ProjectTaskDependency*
ProjectsJSONControllerTest*
PSATasksControllerTest*
ProjectTasksJSONControllerTest*

* – optional.

Object Permissions

Proj__c

Grant Read permissions on the Proj__c object and its Name field.

Project_Task__c

Grant Read, Create, Edit, Delete and Modify All permissions on the Project_Task__c object. In addition, you must grant these field-level permissions on the object's fields:

Field-Level Security Permission	Field
Read	Start_Date__c
	End_Date__c
	Actual_Start_Date__c
	Actual_End_Date__c
	Assigned_Resources__c
	Hierarchy_Depth__c
Read, Update	Priority__c
	Status__c
	Description__c
	Percent_Complete_Points__c
	Points__c
	Points_Complete__c
	Points_Remaining__c
	Started__c
	Completed__c
	Blocked__c
	Parent_Task__c
	Summary__c
	Start_Date_Time__c
	Project__c
	Points_Baseline__c
	Percent_Complete_Tasks__c
	Number_of_Assignments__c
	Long_Description__c
	End_Date_Time__c
	Do_Not_Auto_Update_This_Task__c
	Do_Not_Auto_Update_Parents__c
	Actual_Start_Date_Time__c
	Actual_End_Date_Time__c
Read, Update, Insert	Name

Project_Task_Assignment__c

Grant Create and Read permissions on the Project_Task_Assignment__c object. In addition, grant these permissions on the object's fields:

Field-Level Security Permission	Fields
Read, Insert	Project_Task__c
Read, Insert	Resource__c

Contact

Grant Read permissions on the Contact object and its Name field.

Project_Task_Dependency__c

Grant Read, Create and Delete permissions on the Project_Task_Dependency__c object. In addition, grant these permissions on the object's fields:

Field-Level Security Permission	Field
Read, Insert	Name
	Dependent_Task__c
	Preceding_Task__c

Concept Information

Managing Profiles, Security and Sharing

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