Permissions
To complete this workflow, you must have 'Admin' level permissions to the following tools:
Company Level
Portfolio
Note: You can also have 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.
Project Level
Bidding
Budget
Commitments
Documents (if using 3D Models)
Drawings
Estimating
Models (if applicable)