PSA: What Permissions are Needed to be Able to Enter Timecards and Expense Reports?Sep 18, 2023Knowledge
Content Standard GuideTitlePSA: What Permissions are Needed to be Able to Enter Timecards and Expense Reports?URL NamePSA-What-Permissions-are-Needed-to-be-Able-to-Enter-Timecards-and-Expense-ReportsInformationQuestionHelp QuestionWhat permissions does a User need to be able to enter Timecards and Expense Reports in PSA? Product AreaHelp Product AreaTime Management,Expense ManagementEnvironmentHelp EnvironmentProfessional Services AutomationAll VersionsAnswerHelp AnswerPermissions required via profile or permission sets: Page Layouts can be modified to remove buttons such as Admin Edit and Clear Billing Data and to restrict field access Page Layouts are assigned at the profile level Standard Tab Settings: All Objects- "Tab Hidden" Custom Tab Settings: Expense Report -"Default On"Timecard -"Default On"PSA Mobile Expense -"Default On"PSA Mobile Timecard -"Default On" Access to Visualforce Pages: PSEHome PSELogin VF Pages for TC: pse.TCAjaxBrokerpse.TCEntrypse.TCEntryForwardpse.TCScheduleGridPSATimecardEntry (version 15.0 and later for Sencha Time Entry UI)PSATimecardEntryForward (version 15.0 and later for Sencha Time Entry UI) Visualforce Pages for Expense: pse.EditExpenseReportpse.EditExpenseReportForwardpse.EditExpensesForwardpse.EditExpenseEntryERForwardpse.EditExpensespse.ExpenseReportClonepse.ExpenseAjaxBrokerpse.MobileExpense Object access Accounts- ReadContacts- ReadTimecards - Read, Create, Edit, DeleteTimecard Split - ReadProjects - ReadAssignment - Read, Edit Milestone - ReadSchedule - Read, EditSchedule Exception - Read, Create, Edit, DeleteAssignment Daily Note - Create, Read, EditRegion - ReadPractice - ReadGroup - ReadEst vs Actuals - Read, Create, Edit, DeleteHours to Days Rules - ReadExpense Report- Read, Create, Edit, DeleteExpense- Read, Create, Edit, DeleteExpense Limit/Rates - ReadExpense Type GLA Mappings - ReadTemplate - ReadTemplate Mapping - Read Field-level Security on objects common to Timecards and Expenses Object - Assignment Read on NameRead on Description__cRead on Is_Billable__cRead on Project__cRead on Resource__cRead on Location__cRead on Schedule__cRead on Assignment_Number__cRead on Status__cRead on Closed_for_Time_Entry__cRead on Closed_for_Expense_Entry__cUpdate on Nick_Name__c Object - Contact Read on Salesforce_User__cRead on Is_Resource_Active__cRead on Is_Resource__cRead on External_Resource__cRead On Region__cRead On Practice__cRead on Group__C Object - Project Read on NameRead on Daily_Timecard_Notes_Required__cRead on Is_Active__cRead on Account__cRead on Is_Billable__cRead on Start_Date__cRead on End_Date__cRead on Allow_Timecards_Without_Assignment__cRead on Allow_Expense_Without_Assignment__cRead on Closed_for_Time_Entry__cRead on Closed_for_Expense_Entry__cRead Expense_Notes__c Object - Schedule Read on Sunday_Hours__cRead on Monday_Hours__cRead on Tuesday_Hours__cRead on Wednesday_Hours__cRead on Thursday_Hours__cRead on Friday_Hours__cRead on Saturday_Hours__cRead on Start_Date__cRead on End_Date__c Object- Schedule Exceptions Edit on Sunday_Hours__cEdit on Monday_Hours__cEdit onTuesday_Hours__cEdit onWednesday_Hours__cEdit onThursday_Hours__cEdit on Friday_Hours__cEdit onSaturday_Hours__cEdit on Start_Date__cEdit on End_Date__c Field-level security for Timecard entry Object - Timecard Edit on Approver_cEdit on Milestone__cEdit on Monday_Notes__cEdit on Tuesday_Notes__cEdit on Wednesday_Notes__cEdit on Thursday_Notes__cEdit on Friday_Notes__cEdit on Saturday_Notes__cEdit on Sunday_Notes__cEdit on Travel_Mon__cEdit on Travel_Tue__cEdit on Travel_Wed__cEdit on Travel_Thu__cEdit on Travel_Fri__cEdit on Travel_Sat__cEdit on Travel_Sun__cEdit on Location_Sun__cEdit on Location_Mon__cEdit on Location_Tue__cEdit on Location_Wed__cEdit on Location_Thu__cEdit on Location_Fri__cEdit on Location_Sat__cEdit on Audit_Notes__cEdit on Timecard_Notes__cEdit on Sunday HoursEdit on Monday HoursEdit on Tuesday HoursEdit on Wednesday HoursEdit on Thursday HoursEdit on Friday HoursEdit on Saturday HoursEdit on Assignment__cEdit on Status__cEdit on Project__cEdit on Project MethodologyEdit on Project PhaseEdit on Estimated_Time_To_Completion__cEdit on Billable__cRead on Billed__cRead on Invoiced__c Object Field-level security for Expense entry: Object - Expense Report Edit on Project__cEdit on Assignment__cEdit on Description__cEdit on Resource__cEdit on Milestone__cEdit on Billable__c Object - Expense Read, Create, DeleteEdit on Type__cEdit on Description__cEdit on Project__cEdit on Assignment__cEdit on Distance__cEdit on Rate_Unit__cEdit on Non_Reimbursible__cEdit on Notes__cEdit on Non_Billable_Incurred_Amount__cEdit on Incurred_Tax_Non_Billable__cEdit on Incurred_Tax__cEdit on Tax_Type__cEdit on Exchange_Rate_Resource_Defined__cEdit on Billable__cRead and Edit on Expense GLA Code__cRead on Applied_Expense_Rate__c Expense Type GLA Mappings Readon Expense TypeRead on GLA Code (Billable)Read on GLA Code (Non-Billable)Read on Data Load Key Object - Est vs Actuals Read, Edit, Delete on Estimated_HoursRead, Edit, Delete on Estimated_DaysRead, Edit, Delete on Actual_HoursRead, Edit, Delete on Actual_Days Additional Permissions for Time Entry (Sencha) and for MobileTime app Object - Assignment Milestone needs Read AccessObject - Assignment Project Methodologies needs Read AccessObject - Assignment Project Phase needs Read Access Object - Region Read on Region ID Chain Object - Practice Read on Practice ID Chain Object - Group Read on Group ID Chain Object -Project Read on AccountRead on Allow Timecards without AssignmentsRead on ActiveRead on BillableRead on Closed for Time EntryRead on Daily Timecard Notes RequiredRead on Start DateRead on End Date Object - Project Methodology Read on Start DateRead on End Date Object - Project Phase Read on Start DateRead on End Date Object - Location Read on Start DateRead on End Date Object - Work Calendar Read on Week Start Day Object - Milestone Read on StatusRead on Closed for Time EntryRead on Project Object - Assignment Read on StatusRead on DescriptionRead on Closed for Time EntryRead on Daily Timecard Notes RequiredRead on BillableRead on Show Assignment Methodologies OnlyRead on Show Assignment Phases OnlyRead on Show Assignment Milestones Only Object- Timecard Read, Create, DeleteRead on Additional NotesRead on Exclude from Daily Maximum Additional NotesHelp Additional NotesMore information can be found in PSA Permissions and Permission ControlsCheck the browser's error Inspect Console tab for any additional field access that may be required for the Time Entry UI If Sharing Settings on the object is set to "private", share that object's record with the User by using the Shared button on the individual record If Task Time is enabled then "Read", "Create", "Edit" and "Delete" will be required on the Task Time object and related fieldsRelease VersionHelp Release Version
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