Permissions
Progress Billings
User access to the Progress Billings tool depends on the user's access permission to the contract in the Client Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Progress Billings tool.
Progress Billings
1 To perform this task from the project's Progress Billings tool, users must be granted 'Admin' level permissions on the project's Commitments tool.
2 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.
Client Contracts
The following table highlights which user permissions are required to perform the described user action.
Commitments
The following table highlights which user permissions are required to perform the described user action with the Progress Billings tool.
Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
4 | ||||
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1 |
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3 |
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2 |
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2 |
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4 | ||||
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3 |
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1 |
1 |
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Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool |
5 |
5 |
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1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See Add Invoice Contacts to a Commitment.
2 To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment.
3 To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment. To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.
4 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.
5 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.