What additional user permissions are required to access reportable data with 360 reporting?
Answer
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 360 Reporting tool. The table below shows each 360 Reporting > Financials field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.
Field Group | Source Tool | Required Permissions on the Source Tool | |||
|---|---|---|---|---|---|
None | Read Only | Standard | Admin | ||
Budget Change Adjustment Line Items | Budget |
|
|
| |
Budget Changes | Budget |
|
|
| |
Budget Code | Budget |
|
|
|
|
Budget Forecast Line Item | Budget |
|
|
| |
Budget Line Item | Budget |
|
|
| |
Budget Modification | Budget |
|
|
| |
Change Event | Change Events |
|
|
| |
Change Event Line Item | Change Events |
|
|
| |
Commitment | Commitments |
| |||
Commitment Change Order | Commitments |
| |||
Commitment Change Order Line Item | Commitments |
| |||
Commitment Change Order Markup | Commitments |
| |||
Commitment Change Order Request | Commitments |
| |||
Commitment Line Item | Commitments |
| |||
Commitment Potential Change Order | Commitments |
| |||
Company (Vendor) - Company Reports | N/A |
|
|
|
|
Company (Vendor) - Project Reports | N/A |
|
|
|
|
Company Global Insurance | Directory |
|
|
| |
Company Project Insurance | Directory |
|
|
| |
Employees | Directory |
|
|
| |
Direct Cost | Direct Costs |
|
|
| |
Direct Cost Line Item | Direct Costs |
|
|
| |
ERP Job Costs Summary | Budget |
|
|
| |
Monitored Resource | Budget |
|
|
| |
Owner Invoice | Prime Contracts |
| |||
Owner Invoice Line Item | Prime Contracts |
| |||
Prime Contract | Prime Contracts |
| |||
Prime Contract Change Order | Prime Contracts |
| |||
Prime Contract Change Order Line Item | Prime Contracts |
| |||
Prime Contract Change Order Markup | Prime Contracts |
| |||
Prime Contract Change Order Request | Prime Contracts |
| |||
Prime Contract Line Item | Prime Contracts |
| |||
Prime Contract Potential Change Order | Prime Contracts |
| |||
Project | N/A |
|
|
|
|
Project Roles | N/A |
|
|
|
|
Request for Quote | Change Events |
|
|
| |
Request for Quote Quote | Change Events |
|
|
| |
Request for Quote Response | Change Events |
|
|
| |
Subcontractor Invoice | Commitments |
| |||
Subcontractor Invoice Line Item | Commitments |
| |||
Timecard Entries | Timesheets |
|
|
| |
Production Quantities | Timesheets or Budget |
|
|
|
