Prime Contracts - User Permissions

Last updated
Save as PDF

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 a Commitment Change Order from a Prime Contract Change Order
Create a Configurable PDF of an Owner Invoice
Create Change Order Request
Create Payment Received for a Prime Contract
Create an Owner Invoice
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 an Owner Invoice's Configurable PDF View
Edit a Prime Contract ²	+	+
Edit the Advanced Settings on a Prime Contract
Email an Owner Invoice
Email a Potential Change Order for a Prime Contract
Email Prime Contract
Enable Financial Markup on a Prime Contract
Export a Configurable PDF of an Owner Invoice
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 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.