Permissions

User Permissions

Funding

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 a Related Item to a Funding Change Order

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Add Filters to the Change Orders Tab on a Funding

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Add Financial Markup to Funding Change Orders

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Add Line Items to a Schedule of Values on a Funding

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Approve a Funding

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Configure Settings: Funding

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Configure the Number of Change Order Tiers for the Funding Tool

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Create a Change Order Request for a Funding

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Create a Commitment Change Order from a Funding Change Order

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Create a Configurable PDF of a Funding Invoice

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Create a Funding Change Order

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Create a Funding Invoice

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Create a Payment Received

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Create a Potential Change Order for a Funding 1

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Create a Potential Change Order with DocuSign®

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Create a Schedule of Values on a Funding using the Project's Budget

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Create Fundings

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Delete a Funding

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Delete a Funding Change Order

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Edit a Commitment Change Order Linked to a Potential Change Order for a Funding

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Edit a Funding

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Edit the Advanced Settings on a Funding

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Edit an Owner Invoice's Configurable PDF View

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Email a Funding

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Email a Funding Invoice

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Email a Potential Change Order for a Funding

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Enable Financial Markup on a Funding

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Export a Configurable PDF of an Owner Invoice

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Export a Funding 3

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Export a Funding Invoice

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Export a Funding List

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Import a Funding Schedule of Values from a CSV File

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Manage Rows & Columns in the Funding Tool

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Remove a Potential Change Order or Change Order Request

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Remove a Change Order from a Funding

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Search for and Apply Filters to the Funding Tool

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Set or Release Retainage on a Funding Invoice

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Update the Schedule of Values on a Funding

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View Fundings 2

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View the Change History of a Funding

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1 Users with 'Standard' level permissions can only create a Funding Change Order (FCO) if the 'Allow Standard Level Users to Create FCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Settings: Funding.

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

3 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.