Client Contracts - User Permissions

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Client Contracts

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

Task	Read Only	Standard
Add Filters to the Variations Tab on a Client Contract
Add Financial Markup to Client Contract Variations
Add a Related Item to a Client Contract Variation
Add Line Items to a Schedule of Values on a Client Contract
Approve a Client Contract
Configure Settings: Client Contracts
Configure the Number of Client Contract Variation Tiers
Create Client Contracts	+	+
Create a Variation Request for a Client Contract
Create a Client Contract Variation
Create a Commitment Variation from a Client Contract Variation
Create a Configurable PDF of a HC/Client Progress Claim
Create a HC/Client Progress Claim
Create a Payment Received for a Client Contract
Create a Potential Variation for a Client Contract ¹
Create a Schedule of Values on a Client Contract Using the Project's Budget
Delete a Client Contract	+	+
Delete a Client Contract Variation
Edit a Client Contract	+	+
Edit a Commitment Variation Linked to a Potential Variation
Edit the Advanced Settings on a Client Contract
Email a Client Contract
Email a Potential Variation for a Client Contract
Email a HC/Client Progress Claim
Enable Financial Markup on a Client Contract
Export a Client Contract ²
Export a Client Contracts List
Export a Configurable PDF of a HC/Client Progress Claim
Export a HC/Client Progress Claim
Import a Client Contract Schedule of Values from a CSV File
Manage Rows & Columns in the Client Contracts Tool
Record Changes to Production Quantities on a Potential Variation for a Client Contract
Remove a Variation from a Client Contract
Search for and Apply Filters to the Client Contracts Tool
Set or Release Retention on a HC/Client Progress Claim
Update the Schedule of Values on a Client Contract
View Client Contracts ³
View the Change History of a Client Contract

¹ Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PVs' 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.