Permissions

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Prime Contract

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

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task	Read Only	Standard
Add Financial Markup to Prime Contract Change Orders (PCCOs)
Add a Related Item to a Prime Contract Change Order
Approve a Prime Contract
Configure Advanced Settings: Prime Contract
Create a CCO From a PCO
Create a Configurable PDF of an Owner Invoice
Create Change Order Request
Create Payment
Create an Owner Invoice
Create a Prime Contract	+	+
Create a Potential Change Order ¹
Create Prime Contract Change Order
Create Schedule of Values (SOV) from the Budget
Delete a Prime Contract	+	+
Edit a CCO Linked to a PCO
Edit an Owner Invoice's Configurable PDF View
Edit a Prime Contract	+	+
Edit Advanced Settings Subtab in Prime Contract
Email an Owner Invoice
Email a Potential Change Order (PCO)
Email Prime Contract
Enable Financial Markup on a Prime Contract
Export a Configurable PDF of an Owner Invoice
Export a Prime Contract to DOCX or PDF ³
Export a Prime Contract to PDF
Filter Prime Contract Change Orders
Import a Prime Contract CSV
Import a ProEst Estimate for the Prime Contract SOV
Remove a Potential Change Order or Change Order Request
Remove a Prime Contract Change Order
Search for and Add Filters to Prime Contracts
Set or Release Retainage For All Line Items For an Owner Invoice
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.