ArticlesPSA: What Permission Sets are Required for Backlog, Actuals, and RPG Batch Jobs?

• What permission sets are required to run or schedule the backlog batch job?

• Which permission sets grant access to the actuals recalculation and delta batch processes?

• What level of access is needed for Region, Practice, Group (RPG) hierarchy batch jobs?

• Professional Services Automation

1. Backlog Batch Jobs

• To schedule or run backlog calculations for a Region, Practice, or Group (RPG), the following access is required:

• Permission Sets: 'PSA - Manage Configuration' and 'PSA ApexLib - Batch Process'

• Permission Control: A Permission Control record must be created for the user with the Region/Practice/Group field populated to grant access to objects within that hierarchy.

2.  Actuals Batch Jobs

• Access to recalculate project, resource, or global actuals depends on the specific action being performed:

• Recalculation: Requires the 'PSA - Recalculate Actuals', 'PSA - Recalculate Project Actuals', or 'PSA - Recalculate Resource Actuals' permission sets.

• Scheduling: To schedule the pse.ActualsScheduled job via the PSA Administration page or Developer Console, the user needs 'PSA ApexLib - Batch Process' and 'PSA ApexLib - Scheduler Configuration'

3. RPG Hierarchy and Schedule Batch Jobs

• For batch processes involving RPG hierarchies or schedule recalculations:

• Permission Sets: 'PSA - View Region, Practice, Group Hierarchy' and 'PSA - Recalculate Schedules'
• General Batch Access: The 'ApexLib - Batch Process - Run with Functional' permission set is often required to ensure the user has the underlying functional authority to execute the batch logic.

If using custom fields on PSA objects, ensure these fields are manually added to the relevant permission sets, as predefined sets only cover standard package fields.