Reporting - User Permissions (Portfolio Financials)

Reporting

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'
Compare Projects in Portfolio Financials and Capital Planning     icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Cost Item Detail Report in Portfolio Financials and Capital Planning     icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Report in Portfolio Financials and Capital Planning     icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Invoice Report in Portfolio Financials and Capital Planning     icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a Project Status Report in Portfolio Financials and Capital Planning     icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Merge Rows for a Project Comparison in Portfolio Financials and Capital Planning     icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png