Progress Billings - User Permissions

Progress Billings

User access to the Progress Billings tool depends on the user's access permission to the contract in the Client Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Progress Billings tool. 

Progress Billings

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

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   icon-mindtouch-table-check.png 4    
Add Invoice Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Invoice for Release of Retainage     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Create a Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Delete a Subcontractor Invoice from the Commitments Tool       icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Forward a Subcontractor Invoice by Email     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Review a Subcontractor Invoice as an Admin       icon-mindtouch-table-check.png
Review Invoice Line Items as an Invoice Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit an Invoice as an Invoice Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Invoice Contact       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

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.