The following table highlights which user permissions are required to perform the described user action.
Task | 'Vendor' (Project) | 'Limited' (Project) | 'Full Access' (Project) | 'Building Admin' | 'Company Admin' |
---|---|---|---|---|---|
Add a Component to a Project in Portfolio Financials | |||||
Add Allocation Rules for Components in Portfolio Financials | |||||
Associate an Allocation Rule with an Item in Portfolio Financials | |||||
Edit a Component for a Project in Portfolio Financials | |||||
Enable Cost Allocations and Components for a Project in Portfolio Financials | |||||
View Details of an Allocation Rule in Portfolio Financials |