Funding - User Permissions

Last updated
Save as PDF

Funding

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

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

¹ Users with 'Standard' level permissions can only create a Funding Variation (FV) 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.