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Permissions

Table of contents

Reports

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

Task None Read-only Standard Admin
Add a Custom Report       icon_checkmark_h17.png
Configure Advanced Settings: Reports       icon_checkmark_h17.png
Delete a Custom Project Report       icon_checkmark_h17.png**
View Assignment Report       icon_checkmark_h17.png
View All Schedule Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View All Daily Log Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Change Order Reconciliation Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Change Order Report By Change Reason   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Committed Cost Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Cost Code Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Draw Requests by Date Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Overdue Commitment Change Orders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Overdue Prime Contract Change Orders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Punch List Delays   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View RFI Delays   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Submittal Approvers' Response Time   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Timecard Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Unexpected Prime Contract Change Orders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View User Sessions Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Vendor Insurance   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Watch Folders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *

* Users also need 'Read-only' permissions or above on the project tool associated with the report data for all non-financial tools. For financial tools, the user must have 'Admin' permissions on that tool to be associated with report data.

​** Users can only delete the reports they created.

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent       icon_checkmark_h17.png

 

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Last modified
08:30, 23 Jun 2017

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