What additional user permissions are required to access reportable data with enhanced reporting?
Answer
Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting > Financials field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.
Field Group | Source Tool | Required Permissions on the Source Tool | |||
---|---|---|---|---|---|
None | Read Only | Standard | Admin | ||
Budget Change Adjustment Line Items | Budget | ||||
Budget Changes | Budget | ||||
Budget Code | Budget | ||||
Budget Forecast Line Item | Budget | ||||
Budget Line Item | Budget | ||||
Budget Modification | Budget | ||||
Change Event | Change Events | ||||
Change Event Line Item | Change Events | ||||
Commitment | Commitments | ||||
Commitment Variation | Commitments | ||||
Commitment Variation Line Item | Commitments | ||||
Commitment Variation Markup | Commitments | ||||
Commitment Variation Request | Commitments | ||||
Commitment Line Item | Commitments | ||||
Commitment Potential Variation | Commitments | ||||
Company (Vendor) - Company Reports | N/A | ||||
Company (Vendor) - Project Reports | N/A | ||||
Company Global Insurance | Directory | ||||
Company Project Insurance | Directory | ||||
Employees | Directory | ||||
Direct Cost | Direct Costs | ||||
Direct Cost Line Item | Direct Costs | ||||
ERP Job Costs Summary | Budget | ||||
Monitored Resource | Budget | ||||
Owner Progress Claim | Head Contracts | ||||
Owner Progress Claim Line Item | Head Contracts | ||||
Head Contract | Head Contracts | ||||
Head Contract Variation | Head Contracts | ||||
Head Contract Variation Line Item | Head Contracts | ||||
Head Contract Variation Markup | Head Contracts | ||||
Head Contract Variation Request | Head Contracts | ||||
Head Contract Line Item | Head Contracts | ||||
Head Contract Potential Variation | Head Contracts | ||||
Project | N/A | ||||
Project Roles | N/A | ||||
Request for Quote | Change Events | ||||
Request for Quote Quote | Change Events | ||||
Request for Quote Response | Change Events | ||||
Subcontractor Progress Claim | Commitments | ||||
Subcontractor Progress Claim Line Item | Commitments | ||||
Timecard Entries | Timesheets | ||||
Production Quantities | Timesheets or Budget |