Permissions

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

Task	'Vendor' (Project)	'Limited' (Project)	'Full Access' (Project)	'Building Admin'	'Company Admin'
Add a Budget to a Project in Portfolio Financials
Add a Contract to a Cost Item in Portfolio Financials
Add a Cost Item to the Cost Tracker in Portfolio Financials
Add a Revision to a Budget in Portfolio Financials
Add a Section to the Cost Tracker in Portfolio Financials
Add or Manage Holds in the Cost Tracker in Portfolio Financials
Add or Manage Schedule of Values for a Budget in Portfolio Financials
Add or Manage Schedule of Values for a Cost Item in the Cost Tracker in Portfolio Financials
Apply a Template to the Cost Tracker in Portfolio Financials
Break Down an Overall Project Budget in Portfolio Financials
Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
Delete Cost Items in the Cost Tracker in Portfolio Financials
Delete Sections in the Cost Tracker in Portfolio Financials
Edit Cost Items in the Cost Tracker in Portfolio Financials
Edit Sections in the Cost Tracker in Portfolio Financials
Export a Project Budget in Portfolio Financials
Export the Cost Tracker in Portfolio Financials
Rename a Cost Item in the Cost Tracker in Portfolio Financials
Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
View a Cash Flow Forecast in Portfolio Financials and Capital Planning
View Published Budget History for a Project in Portfolio Financials
View the Budget for a Project in Portfolio Financials
View the Cost Tracker in Portfolio Financials