Dashboard - User Permissions (Portfolio Financials)

Dashboard

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 New Project in Portfolio Financials       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments for Projects from the Dashboard in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Project Types in Portfolio Financials         icon-mindtouch-table-check.png
Archive a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Project from the Dashboard in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark a Project as Complete from the Dashboard in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Projects in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Projects on the Dashboard in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png