Schedule Grid Permissions

When you configure PSA to use the Show Schedule Grid option, you must ensure that users have read permissions on the schedule object. When you configure PSA to use the Schedule Editable option, you must configure Insert and Delete permissions on the Schedule Exception object.

Timecard pages use With Sharing to retrieve and populate data in the Schedule Grid. With Sharing is Salesforce's sharing rules which are applied and displays records which users have permission to view. You might have to set up sharing rules and configure other record sharing to ensure timecard users can view appropriate schedules. For more information about sharing, search for "Sharing Rules" in the Salesforce Help.

Note:

The New Timecard UI retrieves data for the Schedule Grid Without Sharing and the Time Entry page operates With Sharing.

Related Tasks

Configuring the Easy Entry Popup Mode

Custom Fields on Timecards Best Practices

Adding Additional Fields to a Timecard Line

Reference

Timecard Settings

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