Invoicing - User Permissions

Last updated

Apr 8, 2024
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Progress Claiming

User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Head Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.

Progress Claiming

Task	Read Only	Standard	Admin
Bulk Edit Subcontractor Progress Claim Status with the Invoicing Tool			¹
Bulk Send Subcontractor Progress Claims to DocuSign® with the Invoicing Tool			¹
Compile Subcontractor Progress Claim Backups with the Invoicing Tool			¹
Configure Settings: Invoicing			¹
Create Automatic Billing Periods			¹
Create Manual Billing Periods			¹
Create a Subcontractor Schedule of Values (SSOV)	²	²	¹
Edit Billing Periods			¹
Manage Billing Periods			¹
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool	²	²

¹ To perform this task from the project's Invoicing tool, you must be an progress claim administrator.

² To perform this task, you must have the permissions designated in the tutorial and you must be an progress claim contact. By default, progress claim contacts are added to the 'Private' list of a commitment.

Head Contracts

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

Task	None	Read Only	Standard	Admin
Create a Owner Progress Claims
Create a Record for a Payment Received
Delete Head Contract Progress Claim
Edit Head Contract Progress Claim
Email Owner Progress Claims
Export Head Contract Progress Claim
View a Summary Preview of an Owner Progress Claim

Commitments

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

Task	Read Only	Standard
Accept or Decline an 'Invite to Bill' as a Progress Claim Contact	⁴
Add a New Payment to the Payments Issued Tab of a Commitment
Add Progress Claim Contacts to a Purchase Order or Subcontract (Legacy)
Add Progress Claim Contacts to a Purchase Order or Subcontract
Add a Subcontractor SOV to a Commitment
Create a Payment Issued
Create a Progress Claim on Behalf of a Progress Claim Contact		¹
Create a New Subcontractor Progress Claim as a Progress Claim Contact		¹
Create a Subcontractor Progress Claim for Release of Retention		³
Create a Payment Received for a Head Contract
Delete a Subcontractor Progress Claim		⁶
Enable or Disable a Subcontractor SOV Tab on a Commitment
Enable the Payments Issued Tab on a Commitment
Forward a Subcontractor Progress Claim by Email		²
Review a Subcontractor Progress Claim as a Progress Claim Administrator
Review Progress Claim Line Items as an Progress Claim Contact		²
Revise & Resubmit a Subcontractor Progress Claim as a Progress Claim Contact		⁴
Send an 'Invite to Bill' to a Progress Claim Contact
Set or Release Retention on a Subcontractor Progress Claim		³
Submit a New Progress Claim as a Progress Claim Contact	¹	¹
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool	⁵	⁵

¹ To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Progress Claim Contact on the commitment. See What is a progress claim contact?

² To perform this task, downstream collaborators should be designated as a progress claim contact on the commitment. See What is a progress claim contact?

³ To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See What is a progress claim contact? To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.

⁴ To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract.

⁵ To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a progress claim contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.

⁶ The progress claim must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.