Progress Billings - User Permissions

Progress Billings

Job Role	None	Read Only	Standard	Admin
Add Invoice Contacts to a Purchase Order or Subcontract from the Progress Billings Tool				1
Add a New Payment to the Payments Issued Tab of the Progress Billings Tool				1
Bulk Edit the Status of Subcontractor Invoices in the Progress Billings Tool				1
Bulk Send Subcontractor Invoices to DocuSign® from the Progress Billings Tool				1
Compile Invoice Backups in the Progress Billings Tool				1
Configure Settings: Progress Billings				1
Create Automatic Billing Periods in the Progress Billings Tool				1
Create Manual Billing Periods in the Progress Billings Tool				1
Create a Payment Received for a GC/Client Invoice with the Progress Billings Tool				1
Create a Payment Schedule from the Progress Billings Tool				1
Delete a Subcontractor Invoice from the Progress Billings Tool				1
Edit a Billing Period with the Progress Billings Tool				1
Edit a Configurable PDF of a GC/Client Invoice in the Progress Billings Tool				1
Email a GC/Client Invoice from the Progress Billings Tool				1
Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool				1
Export a Subcontractor Invoice from the Progress Billings Tool				1
Export the Subcontractor Invoicing Page from the Progress Billings Tool				1
Forward a Subcontractor Invoice by Email from the Progress Billings Tool				1
Update a Subcontractor SOV as an Invoice Administrator from the Progress Billings Tool			2	1
Preview a Subcontractor Invoice from the Progress Billings Tool
Revise & Resubmit an Invoice as an Invoice Contact in the Progress Billings Tool			2	1
Search, Filter, and Group Invoices in the Progress Billings Tool				1
Send an 'Invite to Bill' to an Invoice Contact from the Progress Billings Tool				1
Set Retainage on a Subcontractor Invoice as an Invoice Administrator in the Progress Billings Tool				1
Set or Release Retainage for All Line Items on a GC/Client Invoice from the Progress Billings Tool				1
Update a Subcontractor Schedule of Values as an Invoice Administrator from the Progress Billings Tool				1
Update a Subcontractor Schedule of Values as an Invoice Contact from the Progress Billings Tool		2	2	1
Update and Set Up DocuSign® on a GC/Client Invoice with the Progress Billings Tool				1

¹ To perform this task from the project's Progress Billings tool, users must be granted 'Admin' level permissions on the project's Commitments tool.   

² To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

Client Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Create a Configurable PDF of a GC/Client Invoice in the Client Contracts Tool
Create a GC/Client Invoice for a Client Contract
Create a Payment Received for a GC/Client Invoice with the Client Contracts Tool
Edit a Configurable PDF of a GC/Client Invoice in the Client Contracts Tool
Email a GC/Client Invoice from the Client Contracts Tool
Export a Configurable PDF of a GC/Client Invoice from the Client Contracts Tool
Export a GC/Client Invoice from the Client Contracts Tool
Set or Release Retainage on a GC/Client Invoice from the Client Contracts Tool

Commitments

The following table highlights which user permissions are required to perform the described user action with the Progress Billings tool.

Task	None	Read Only	Standard	Admin
Accept or Decline an 'Invite to Bill' as an Invoice Contact		4
Add Invoice Contacts to a Purchase Order or Subcontract
Add a Subcontractor SOV to a Commitment
Create a Payment Issued
Create an Invoice on Behalf of an Invoice Contact			1
Create a Subcontractor Invoice for Release of Retainage			3
Create Invoice Contacts
Create a Payment Received for a Prime Contract
Delete a Subcontractor Invoice from the Commitments Tool
Enable or Disable a Subcontractor SOV Tab on a Commitment
Enable the Payments Issued Tab on a Commitment
Forward a Subcontractor Invoice by Email			2
Review a Subcontractor Invoice as an Admin
Review Invoice Line Items as an Invoice Contact			2
Revise & Resubmit an Invoice as an Invoice Contact			4
Send an 'Invite to Bill' to an Invoice Contact
Set or Release Retainage on a Subcontractor Invoice			3
Submit a New Invoice as an Invoice Contact		1	1
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool		5	5

¹ To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See Add Invoice Contacts to a Commitment. 

² To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment. 

³ To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment. To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.  

⁴ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.

⁵ To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.