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Persona Profile/Permission Set

Consultant Consultant
R&D Engineer
Consulting Executive Resource Manager
ITS Engineer/Consultant
Practice
Resource Lead
Manager/MSP Manager Manager
R&D Manager
ITS Manager
Consulting Director Project Manager
ITS PMO
PSA Admin (BusOps (Not Sales)) Business Operations (Super Admin)
Delivery
Field Assurance
BusOps
ITS FFDC (previously PMO)
(Not Sales)
Support System Administrator
Project
R&D
System Manager
BusOps
Administrator
Sales Representative Sales Rep
TOMG TOMG
Consulting Director Consulting Director
Description PSA Objects
- They will represent approx 80% of all the PSA users Assignments
- These Their primary
are thefunctions
individuals within
who PSA will be
will own thetoResource
enter Expense Reports
Timecards.
-process The Practice Manager will own the "people", or the Group
Assignments
--Resources Teradata
They
The Project employees
will find the rightwill
themselves
Manager will enter
Resources
manage expenses
and into
Skill
all aspects Workday
sets
of for
thea Practice
Nominee
Expense Reports
Assignments
but
Project
- They Contractors
and have
will maintain will
the enter expenses
ability to nominate
the PSA Resource's into PSA
Resources
Contact to a
record Project
Practice
Group
-PSA Project
Responsible for adminisration of the PSA application Billing
All PSAEvents**
objects
- They
-Project Teradata
can employees
coordinate will also
staffing have
needs ability
with to
the enter
Project Region
Project
Missing Timecard
- This Most will
Responsibleinclude
likely will
for using
have the All/Modify
View
administration Project Estimator/Bid
All permissions
of Salesforce instance on Billing
All Event
Salesforce Items**
objects
-expenses
Manager
Review They can
to into
andcreate
manage PSA
review Resource
theavailable
revenue Requests
Resources
and costs and
of a Skills
Project, Schedules
Project
Missing
Billing Estimator
Timecard
Event Calculations
Batch**
-the CanPSA
**They objects
create
will Objects,
notSkills
require Fields,
access Workflows,
to PSA Validation
or Salesforce **Lee
-the
needed
-- These
They
View will
only
for
Resource have
afor
arehave
limited
Project
thePlan,
PSA and permissions
Certifications
Milestones,
super users
within
Budgets, as thedata
the
ExpensePSAwill app Project Planner with Allison and Pete on
Practice
Budgets
to follow-up
Skill/Certifications
Rules,
They Own
They etc.
pre-sales
will
can view projects
limited
their access
Timecards, to PSA
Expenses, Projects and whether
Orders current model
Skill/Certification will be used
be
-- They
Details, batched
Quotes
--Assignments
can
approve Assets,
and
time
and
also imported
manage maythe
andexpenses
Orders
and OCS nightly
require
on
into
Resource's PSA from
addt'l license;
pre-sales
SIMS
if so, a
projects
Rate
Project
ExpenseCardsReportsRating
Primarily
They will
Skills/Certifications will
work need
with read-only
Quotes permissions
and the Project on Orders
Estimator Billing
TimecardsEvents?
Assignments
Region
Rate Cards
- Additionally,
second dicussion theywillcanneednominate
to occurResources, create Group
but
--Resource may
View onlyalso forrequire
Skills Edit
and access to managing
Certifications Billing
as Events
the ifwill
in the
OtherBid Review
responsibilites
Requests process
andmay include
Assignments, andthe data
approve Billing
Resource
Region Events
Milestones Request
necessary
be batched
-bench/utilization
They will and
also imported
have
of thethe nightly
ability
PSA tointo
make
Resources PSA from
Resource
and SIMS
missing Billing
Resource Event Items
Planner
Timecards and Expense Reports logged to the Project Nominee Request
-Requests
Cost
-timecards Rates
*Quotes andand Project
Orders mayfinancials will belicense;
require addt'l hiddenifon so,alla Billing
SchedulesEvent Batch
Skill/Certifications
Orders*
-objects
Same
- View only
second for these
permissions
for Skills
dicussion usersas
willand PM
need accept
Certifications
to occur access to Quotes
as the data will Budgets
Skill/Certifications
Skill/Certification Rating
Practice
--beThey
and
Would cannot
Salesforce
batchednot and neededit
sideSchedules
(Oppty's,
imported
access nightly
to etc.)
Oppty into PSA
- the PMfromstaysSIMSon the Expense
TimecardsReportsRating
Skill/Certification
Project
PSA side Group
Timecards
Utilization Calculation
Project Actuals
- Consutling Director would be bridge between Oppty Milestones
Utilization
Project Task Detail
and the PSA side Nominee
Work Calendar
Project Estimator
- PMs have ability to generate billing events Orders
Project Planner
Practice
Quotes*
Project
Rate Cards
Project
Region Actuals
Project
Resource Task
Request
Project
Resource Estimator
Planner
Project
Schedules Planner
Quotes
Timecards
Rate Cards
Region
Resource Request
Resource Planner
Schedules
Timecards