Permissions

Client Contracts

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

Icon Mindtouch Table Check+ : Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Task

None

Read Only

Standard

Admin

Add Filters to the Change Orders Tab on a Client Contract

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Add Financial Markup to Client Contract Change Orders

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Add a Related Item to a Client Contract Change Order

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Add Line Items to a Schedule of Values on a Client Contract

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Approve a Client Contract

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Configure Settings: Client Contracts

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Configure the Number of Client Contract Change Order Tiers

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Create Client Contracts

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Create a Change Order Request for a Client Contract

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Create a Client Contract Change Order

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Create a Commitment Change Order from a Client Contract Change Order

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Create a Configurable PDF of a GC/Client Invoice

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Create a GC/Client Invoice

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Create a Payment Received for a Client Contract

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Create a Potential Change Order for a Client Contract 1

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Create a Schedule of Values on a Client Contract Using the Project's Budget

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Delete a Client Contract

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Delete a Client Contract Change Order

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Edit a Client Contract

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Edit a Commitment Change Order Linked to a Potential Change Order

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Edit the Advanced Settings on a Client Contract

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Email a Client Contract

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Email a Potential Change Order for a Client Contract

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Email a GC/Client Invoice

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Enable Financial Markup on a Client Contract

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Export a Client Contract 2

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Export a Client Contracts List

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Export a Configurable PDF of a GC/Client Invoice

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Export a GC/Client Invoice

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Import a Client Contract Schedule of Values from a CSV File

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Manage Rows & Columns in the Client Contracts Tool

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Record Changes to Production Quantities on a Potential Change Order for a Client Contract

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Remove a Change Order from a Client Contract

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Search for and Apply Filters to the Client Contracts Tool

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Set or Release Retainage on a GC/Client Invoice

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Update the Schedule of Values on a Client Contract

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View Client Contracts 3

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View the Change History of a Client Contract

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1 Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Client Contract.

2 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.

3 Users with 'Read Only' and 'Standard' level permissions can only view a client contract that is private if they have been added to the 'Private' drop-down list on the client contract.