Client Contracts - User Permissions

Client Contracts

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Filters to the Variations Tab on a Client Contract   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Financial Markup to Client Contract Variations       icon-mindtouch-table-check.png
Add a Related Item to a Client Contract Variation       icon-mindtouch-table-check.png
Add Line Items to a Schedule of Values on a Client Contract       icon-mindtouch-table-check.png
Approve a Client Contract       icon-mindtouch-table-check.png
Configure Settings: Client Contracts       icon-mindtouch-table-check.png
Configure the Number of Client Contract Variation Tiers       icon-mindtouch-table-check.png
Create Client Contracts   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Variation Request for a Client Contract       icon-mindtouch-table-check.png
Create a Client Contract Variation       icon-mindtouch-table-check.png
Create a Commitment Variation from a Client Contract Variation       icon-mindtouch-table-check.png
Create a Configurable PDF of a HC/Client Progress Claim       icon-mindtouch-table-check.png
Create a HC/Client Progress Claim       icon-mindtouch-table-check.png
Create a Payment Received for a Client Contract       icon-mindtouch-table-check.png
Create a Potential Variation for a Client Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Schedule of Values on a Client Contract Using the Project's Budget       icon-mindtouch-table-check.png
Delete a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Client Contract Variation       icon-mindtouch-table-check.png
Edit a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Variation Linked to a Potential Variation       icon-mindtouch-table-check.png
Edit the Advanced Settings on a Client Contract       icon-mindtouch-table-check.png
Email a Client Contract       icon-mindtouch-table-check.png
Email a Potential Variation for a Client Contract       icon-mindtouch-table-check.png
Email a HC/Client Progress Claim       icon-mindtouch-table-check.png
Enable Financial Markup on a Client Contract       icon-mindtouch-table-check.png
Export a Client Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Client Contracts List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Configurable PDF of a HC/Client Progress Claim       icon-mindtouch-table-check.png
Export a HC/Client Progress Claim       icon-mindtouch-table-check.png
Import a Client Contract Schedule of Values from a CSV File       icon-mindtouch-table-check.png
Manage Rows & Columns in the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Record Changes to Production Quantities on a Potential Variation for a Client Contract       icon-mindtouch-table-check.png
Remove a Variation from a Client Contract       icon-mindtouch-table-check.png
Search for and Apply Filters to the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set or Release Retention on a HC/Client Progress Claim       icon-mindtouch-table-check.png
Update the Schedule of Values on a Client Contract       icon-mindtouch-table-check.png
View Client Contracts 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Client Contract       icon-mindtouch-table-check.png

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.