PSA - Enter Expenses Against Projects and Assignments
API Name: PSAExpenseEntryAgainstProjectsAndAssignments
Manage and view expense items entered against projects and assignments. You can also clone expense reports and combine expense attachments to an expense report.
Salesforce Standard Objects and Fields Permissions
The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.
Object Permission |
Contact |
Read |
Permissions Available on Permission SetThe table lists the permissions available for this permission set.
Apex Class Permission |
CollateExpenseAttachmentsToPDFController |
Enabled |
|
EM_CloneExpenseReportController |
Enabled |
|
EM_CombineAttachmentsController |
Enabled |
|
EM_ExpenseEntryController |
Enabled |
|
EM_ExpenseReportFormController |
Enabled |
|
ffui_documentController |
Enabled |
|
FileAttachmentController |
Enabled |
|
LoadFieldSet |
Enabled |
|
LookupSearchController |
Enabled |
|
ResourceInfoController |
Enabled |
|
SObjectController |
Enabled |
Field Permission |
Assignment__c.Closed_For_Expense_Entry__c |
Read |
|
Assignment__c.Nick_Name__c |
Read |
|
Assignment__c.Project__c |
Read |
|
Assignment__c.Resource__c |
Read |
|
Assignment__c.Is_Billable__c |
Read |
|
Contact.Resource_Role__c |
Read |
|
Contact.Salesforce_User__c |
Read |
|
Expense__c.Applied_Expense_Rate__c |
Edit, Read |
|
Expense__c.Assignment__c |
Edit, Read |
|
Expense__c.Description__c |
Edit, Read |
|
Expense__c.Distance__c |
Edit, Read |
|
Expense__c.Expense_Report__c |
Edit, Read |
|
Expense__c.Project__c |
Edit, Read |
|
Expense__c.Rate_Unit__c |
Edit, Read |
|
Expense__c.Resource__c |
Edit, Read |
|
Expense__c.Type__c |
Edit, Read |
|
Expense__c.Status__c |
Edit, Read |
|
Expense__c.Billable__c |
Edit, Read |
|
Expense_Report__c.Assignment__c |
Edit, Read |
|
Expense_Report__c.Description__c |
Edit, Read |
|
Expense_Report__c.Name |
Edit, Read |
|
Expense_Report__c.Project__c |
Edit, Read |
|
Expense_Report__c.Resource__c |
Edit, Read |
|
Expense_Report__c.First_Expense_Date__c |
Edit, Read |
|
Expense_Report__c.Billable__c |
Edit, Read |
|
Expense_Report__c.Submitted__c |
Read |
|
Expense_Report__c.Approved__c |
Read |
|
Expense_Report__c.Include_In_Financials__c |
Read |
|
Expense_Limit_Rate__c.Amount__c |
Read |
|
Expense_Limit_Rate__c.Rate_Unit__c |
Read |
|
Expense_Limit_Rate__c.Type__c |
Read |
|
Proj__c.Account__c |
Read |
|
Proj__c.Allow_Expenses_Without_Assignment__c |
Read |
|
Proj__c.Closed_For_Expense_Entry__c |
Read |
|
Proj__c.Is_Active__c |
Read |
|
Proj__c.Is_Billable__c |
Read |
Object Permission |
Assignment__c |
Read |
|
Expense__c |
Create, Read, Edit, Delete |
|
Expense_Limit_Rate__c |
Read |
|
Expense_Report__c |
Create, Read, Edit, Delete |
|
Proj__c |
Read |
Apex Page Permission |
CollateExpenseAttachmentsToPDF |
Enabled |
Tab Permission |
Expense_Report__c |
Visible |
|