Funding - User Permissions

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Funding

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

Task	Read Only	Standard
Add a Related Item to a Funding Change Order
Add Filters to the Change Orders Tab on a Funding
Add Financial Markup to Funding Change Orders
Add Line Items to a Schedule of Values on a Funding
Approve a Funding
Configure Settings: Funding
Configure the Number of Change Order Tiers for the Funding Tool
Create a Change Order Request for a Funding
Create a Commitment Change Order from a Funding Change Order
Create a Configurable PDF of a Funding Invoice
Create a Funding Change Order
Create a Funding Invoice
Create a Payment Received
Create a Potential Change Order for a Funding ¹
Create a Potential Change Order with DocuSign®
Create a Schedule of Values on a Funding using the Project's Budget
Create Fundings	+	+
Delete a Funding	+	+
Delete a Funding Change Order
Edit a Commitment Change Order Linked to a Potential Change Order for a Funding
Edit a Funding	+	+
Edit the Advanced Settings on a Funding
Edit an Owner Invoice's Configurable PDF View
Email a Funding
Email a Funding Invoice
Email a Potential Change Order for a Funding
Enable Financial Markup on a Funding
Export a Configurable PDF of an Owner Invoice
Export a Funding ³
Export a Funding Invoice
Export a Funding List
Import a Funding Schedule of Values from a CSV File
Manage Rows & Columns in the Funding Tool
Remove a Potential Change Order or Change Order Request
Remove a Change Order from a Funding
Search for and Apply Filters to the Funding Tool
Set or Release Retainage on a Funding Invoice
Update the Schedule of Values on a Funding
View Fundings ²
View the Change History of a Funding

¹ Users with 'Standard' level permissions can only create a Funding Change Order (FCO) if the 'Allow Standard Level Users to Create FCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Settings: Funding.

² Users with 'Read Only' and 'Standard' level permissions can only view a funding that is private if they have been added to the 'Private' drop-down list on the funding.

³ Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.