Project Reports - User Permissions
Permissions are separated into Custom Reports and Enhanced Reporting sections
Custom Reports
The following table highlights which user permissions are required to perform the described user action.
| General Tasks | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Add a Visual to Custom Reports |  |
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| Configure Advanced Settings: Reports | |
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| Create a Custom Project Report | 1 |
1 |
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| Delete a Custom Project Report | 2 |
2 |
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| Share a Custom Project Report | |
| Project Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View Cost Code Report | 3 |
3 |
3 |
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| View Assignment Report | 3 |
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| View User Sessions Reports | 3 |
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| View Outbound Emails Report | |
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| View RFI Delays | 3 |
3 |
3 |
|
| View Submittal Approvers' Response Time | 3 |
3 |
3 |
|
| View Deficiency List Delays | 3 |
3 |
3 |
|
| View Vendor Insurance Report | 4 |
4 |
4 |
|
| View Watch Folders Report | 3 |
3 |
3 |
|
| View Labour Budget to Actual Report | 3 |
3 |
3 |
|
| View Field Production Report | 3 |
3 |
3 |
|
| View Timecard Reports | 3 |
3 |
3 |
| Financial Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Create a Custom Financial Line Items Report to Compare Budget Snapshots | |
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| View Budget Modifications Report | 5 |
5 |
5 |
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| View Budget Detail Report | 5 |
5 |
5 |
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| View Buyout Summary Report | 6 |
6 |
6 |
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| View Overdue Prime Contract Change Orders | |
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| View Committed Cost Report | |
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| View Overdue Commitment Change Orders | |
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| View Subcontractor Invoices by Date | |
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| View Unexecuted Prime Contract Change Orders | |
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| View Prime Potential Change Order Report By Change Reason | |
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| View Monitored Resources Report | 5 |
5 |
5 |
| Schedule Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View All Schedule Reports | |
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| Daily Log Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View All Daily Log Reports | |
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1 To create a custom report, user with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory.
2 Users can only delete the reports they created.
3 To view project reports, users may also need additional permissions on the project tool associated with the report data. See View a Report.
4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.
5 To view budget reports, users also need 'Read Only' permissions or higher on the project's Budget tool. See View Budget Reports.
6 To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports.
Enhanced Reporting
The following table highlights which user permissions are required to perform the described user action.
| General Tasks | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View a Report | |
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| Create a Report | |
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| Edit a Report | |
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| Delete a Report | |
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| Share a Report | |
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| Export a Report | |
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| Distribute a Report | |
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| Clone a Report | |
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In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.
| Field Group | Source Tool | None | Read Only | Standard | Admin |
|---|---|---|---|---|---|
| Action Plan | Action Plans | |
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| Action Plan Approver | Action Plans | |
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| Action Plan Line Item | Action Plans | |
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| Action Plan Line Item Assignee | Action Plans | |
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| Action Plan Line Item Record | Action Plan | |
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| Action Plan Line Item Record Request | Action Plans | |
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| Action Plan Line Item Reference | Action Plans | |
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| Action Plan Receiver | Action Plan | |
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| Actual Production Quantities | Budget OR Timesheets | |
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| Budget Change Adjustment Line Items | Budget | |
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| Budget Changes | Budget | |
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| Budget Code | N/A | |
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| Budget Line Item | Budget | |
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| Budget Modification | Budget | |
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| Budget Workflow Responses | Budget | |
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| Budget Workflow Steps | Budget | |
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| Budgeted Production Quantities |
Budget OR Timesheets |
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| Change Event | Change events | |
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| Change Event Line Item | Change events | |
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| Change Event Production Quantity | Change events | |
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| Commitment | Commitments | |
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| Commitment Change Order | Commitments | |
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| Commitment Change Order Line Item | Commitments | |
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| Commitment Change Order Markup | Commitments | |
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| Commitment Change Order Request | Commitments | |
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| Commitment Change Order workflow Responses | Commitments | |
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| Commitment Change Order workflow steps | Commitments | |
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| Commitment Line Item | Commitments | |
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| Commitment Potential Change Order | Commitments | |
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| Commitment Workflow Responses | Commitments | |
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| Commitment Workflow Steps | Commitments | |
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| Company (Vendor) - used in company reporting | N/A | |
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| Company (Vendor) - used in project reporting | N/A | |
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| Company Global Insurance | Directory | |
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| Company Project Insurance | Directory | |
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| Coordination Issue | Coordination Issues | |
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| Correspondence | Correspondence | 1 |
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| Correspondence Assignee | Correspondence | 1 |
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| Correspondence Distribution List | Correspondence | 1 |
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| Correspondence Response | Correspondence | 1 |
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| Crew | Crews | |
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| Daily Log Accident | Daily Log | |
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| Daily Log Completion | Daily Log | |
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| Daily Log Construction Report | Daly Log | |
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| Daily Log Delay | Daily Log | |
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| Daily Log Delivery | Daily Log | |
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| Daily Log Dumpster | Daly Log | |
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| Daily Log Equipment | Daily Log | |
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| Daily Log Inspection | Daily Log | |
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| Daily Log Manpower | Daly Log | |
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| Daily Log Note | Daily Log | |
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| Daily Log Observed Weather Condition | Daily Log | |
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| Daily Log Phone Call | Daly Log | |
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| Daily Log Plan Revision | Daily Log | |
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| Daily Log Productivity | Daily Log | |
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| Daily Log Quantity | Daly Log | |
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| Daily Log Safety Violation | Daily Log | |
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| Daily Log Scheduled Work | Daily Log | |
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| Daily Log Scheduled Work Task | Daly Log | |
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| Daily Log Visitor | Daily Log | |
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| Daily Log Waste | Daily Log | |
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| Direct Cost | Direct costs | |
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| Direct Cost Line Item | Direct costs | |
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| Distribution List | RFI | |
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| Drawing Revision | Drawing | |
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| Drawing Markup Link | Drawing | |
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| Employees | Directory | |
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| ERP Job Costs Summary | Budget | |
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| Form | Forms | |
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| Incident | Incident | |
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| Incident Action | Incident | |
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| Incident Alert | Incident | |
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| Incident Distribution Member | Incident | |
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| Incident Injury Body Part | Incident | |
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| Incident Record | Incident | |
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| Inspection | Inspection | |
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| Inspection Assignee | Inspection | |
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| Inspection Distribution List | Inspection | |
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| Inspection Item | Inspection | |
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| Inspection Item Activity | Inspection | |
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| Inspection Item Comment | Inspection | |
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| Inspection Schedule | Inspection | |
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| Inspection Schedule Assignee | Inspection | |
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| Inspection Schedule Distribution List | Inspection | |
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| Inspection Signature Request | Inspection | |
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| Instructions | Instructions | |
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| Labor Productivity |
Budget OR timesheets |
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| Labor Productivity: Budget | Budget | |
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| Location | N/A | |
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| Meeting | Meeting | |
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| Meeting Attendee | Meeting | |
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| Meeting Item | Meeting | |
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| Meeting Item Assignee | Meeting | |
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| Meeting Item Attendee | Meeting | |
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| Monitored Resource | Budget | |
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| Observation | Observation | |
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| Observation Activity | Observation | |
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| Observation Distribution Member | Observation | |
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| Owner Invoice | Prime contracts | |
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| Owner Invoice Line Item | Prime contracts | |
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| Photo | Photo | |
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| Deficiency Item | Deficiency List | |
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| Deficiency Item Assignee | Deficiency List | |
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| Deficiency Item Ball in Court | Deficiency List | |
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| Deficiency Item Comments | Deficiency List | |
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| Deficiency Item Distribution Member | Deficiency List | |
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| Prime Contract | Prime contracts | |
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| Prime Contract Change Order | Prime contracts | |
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| Prime Contract Change Order Line Item | Prime contracts | |
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| Prime Contract Change Order Markup | Prime contracts | |
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| Prime Contract Change Order Request | Prime contracts | |
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| Prime Contract Change Order Workflow Responses | Prime contracts | |
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| Prime Contract Change Order Workflow Steps | Prime contracts | |
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| Prime Contract Line Item | Prime contracts | |
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| Prime Contract Potential Change Order | Prime contracts | |
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| Prime Potential Change Order Production Quantity | Prime contracts | |
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| Prime Workflow Responses | Prime contracts | |
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| Prime Workflow Steps | Prime contracts | |
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| Project | N/A | |
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| Project Roles | N/A | |
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| Request for Quote | Change events | |
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| Request for Quote Quote | Change events | |
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| Request for Quote Response | Change events | |
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| RFI | RFI | |
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| RFI Assignee | RFI | |
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| RFI Question | RFI | |
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| RFI Response | RFI | |
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| Schedule Calendar Item | Schedule | |
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| Schedule Lookahead | Schedule | |
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| Schedule Lookahead Task | Schedule | |
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| Schedule Task | Schedule | |
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| Schedule Task Request | Schedule | |
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| Specifications | Specifications | |
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| Sub Invoice Workflow Responses | Commitments | |
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| Sub Invoice Workflow Steps | Commitments | |
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| Subcontractor Invoice | Commitments | |
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| Subcontractor Invoice Line Item | Commitments | |
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| Submittal | Submittal | |
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| Submittal Approver | Submittal | |
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| Submittal Ball In Court | Submittal | |
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| Submittal Distribution List | Submittal | |
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| T&M Ticket | T&M Tickets | |
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| T&M Ticket Equipment | T&M Tickets | |
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| T&M Ticket Labor | T&M Tickets | |
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| T&M Ticket Material | T&M Tickets | |
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| Task | Task | |
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| Task Activity | Task | |
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| Task Assignee | Task | |
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| Timecard Entry | Timesheets | |
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1 Correspondence Type Admins can access all Correspondence field sets and are limited to columns and rows of data by correspondence types. Super Private Correspondence records are not available in Enhanced Reporting.
Permissions for Datasets
Access to datasets is determined by access to field groups within a dataset. In order to be granted access to a dataset, a user must have access to one of the field groups within the given dataset. The user will still only have access to the data within the field groups which they have access.
| Dataset | Field Group |
|---|---|
| Financials | Budget Line Items, Prime Contract, Commitments, Change Events, Direct Costs |
| Project Execution | Action Plan, Correspondence, Coordination Issue, Daily Log, Drawing, Form, Incident, Inspection, Meeting, Observation, Photo, Deficiency List, RFI, Schedule, Submittal or Task |
| Workforce Management | Budget Line Items, Prime Contract, Commitments, Change Events, Direct Costs, Crews, Time & Material or Timesheets |