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Permissions

Contrato primario

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

icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Tarea None Solo Lectura Estándar Administrador
Add Financial Markup to Prime Contract Change Orders (PCCOs)       icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve a Prime Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Prime Contract       icon-mindtouch-table-check.png
Crear una OCC a partir de una OCP       icon-mindtouch-table-check.png
Create a Configurable PDF of an Owner Invoice       icon-mindtouch-table-check.png
Crear una solicitud de orden de cambio       icon-mindtouch-table-check.png
Create Payment       icon-mindtouch-table-check.png
Create an Owner Invoice        icon-mindtouch-table-check.png
Create a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Change Order 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Prime Contract Change Order       icon-mindtouch-table-check.png
Crear Partidas (SOV) a partir del Presupuesto       icon-mindtouch-table-check.png
Eliminar un contrato primario   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a CCO Linked to a PCO       icon-mindtouch-table-check.png
Editar la vista PDF configurable de una factura de propietario       icon-mindtouch-table-check.png
Editar un contrato primario   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Advanced Settings Subtab in Prime Contract       icon-mindtouch-table-check.png
Email an Owner Invoice        icon-mindtouch-table-check.png
Email a Potential Change Order (PCO)       icon-mindtouch-table-check.png
Email Prime Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Prime Contract       icon-mindtouch-table-check.png
Export a Configurable PDF of an Owner Invoice       icon-mindtouch-table-check.png
Exportar un contrato primario a DOCX       icon-mindtouch-table-check.png
Exportar un contrato primario a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Prime Contract Change Orders     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Prime Contract CSV       icon-mindtouch-table-check.png
Import a ProEst Estimate for the Prime Contract SOV       icon-mindtouch-table-check.png
Remove a Potential Change Order or Change Order Request       icon-mindtouch-table-check.png
Crear una orden de cambio de contrato primario       icon-mindtouch-table-check.png
Set or Release Retainage For All Line Items For an Owner Invoice       icon-mindtouch-table-check.png
Establecer un contrato primario       icon-mindtouch-table-check.png
View Prime Contract  2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Ver el historial de cambios de un contrato primario       icon-mindtouch-table-check.png

1 Los usuarios con permiso "Estándar" solo pueden crear un OCP si la casilla de verificación "Permitir que los usuarios de nivel estándar creen OCP" está habilitada en la página Configurar opciones. Para obtener más información, consulte Configurar opciones avanzadas: Contrato primario.

2 Los usuarios con permisos de "Solo lectura" y "Estándar" solo pueden ver un contrato primario que sea privado si se los ha agregado a la lista desplegable "Privado" en el contrato primario.

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