Prime Contracts - User Permissions

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Prime Contract

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

Task	Read Only	Standard
Add Financial Markup to Prime Contract Change Orders
Add a Related Item to a Prime Contract Change Order
Approve a Prime Contract
Configure Advanced Settings: Prime Contract
Create Change Order Request
Create Payment Received for a Prime Contract
Create Owner Invoices
Create a Prime Contract	+	+
Create a Potential Change Order for a Prime Contract ¹
Create a Prime Contract Change Order
Create Schedule of Values (SOV) from the Budget
Delete a Prime Contract	+	+
Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract
Edit a Prime Contract ²	+	+
Edit the Advanced Settings on a Prime Contract
Email Owner Invoices
Email a Potential Change Order for a Prime Contract
Email Prime Contract
Enable Financial Markup on a Prime Contract
Export Owner Invoices
Export a Prime Contract ³
Filter Prime Contract Change Orders
Import a Prime Contract CSV
Remove a Change Order from a Prime Contract
Delete a Prime Contract Change Order
Search for and Add Filters to Prime Contracts
Set Up a Prime Contract
View Prime Contract ²
View the Change History of a Prime Contract

¹ Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Prime Contract.

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

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.