Head Contracts - User Permissions

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Head Contract

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

Task	Read Only	Standard
Add Financial Markup to Head Contract Variations
Add a Related Item to a Head Contract Variation
Approve a Head Contract
Configure Advanced Settings: Head Contract
Create a Commitment Variation from a Head Contract Variation
Create a Configurable PDF of an Owner Progress Claim
Create Variation Request
Create Payment Received for a Head Contract
Create an Owner Progress Claim
Create a Head Contract	+	+
Create a Potential Variation for a Head Contract ¹
Create a Head Contract Variation
Create Schedule of Values (SOV) from the Budget
Delete a Head Contract	+	+
Edit a Commitment Variation Linked to a Potential Variation for a Head Contract
Edit an Owner Progress Claim's Configurable PDF View
Edit a Head Contract ²	+	+
Edit the Advanced Settings on a Head Contract
Email an Owner Progress Claim
Email a Potential Variation for a Head Contract
Email Head Contract
Enable Financial Markup on a Head Contract
Export a Configurable PDF of an Owner Progress Claim
Export a Head Contract ³
Filter Head Contract Variations
Import a Head Contract CSV
Remove a Variation from a Head Contract
Delete a Head Contract Variation
Search for and Add Filters to Head Contracts
Set or Release Retention For All Line Items For an Owner Progress Claim
Set Up a Head Contract
View Head Contract ²
View the Change History of a Head 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: Head Contract.

² Users with 'Read Only' and 'Standard' level permissions can only view a head contract that is private if they have been added to the 'Private' drop-down list on the head contract.

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.