Permissions

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Head Contract

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

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task	Read Only	Standard
Add Financial Markup to Head Contract Variations (PCCOs)
Add a Related Item to a Head Contract Variation
Approve a Head Contract
Configure Advanced Settings: Head Contract
Create a CV From a PV
Create a Configurable PDF of an Owner Progress Claim
Create Variation Request
Create Payment
Create an Owner Progress Claim
Create a Head Contract	+	+
Create a Potential Variation ¹
Create Head Contract Variation
Create Program of Values (SOV) from the Budget
Delete a Head Contract	+	+
Edit a CV Linked to a PV
Edit an Owner Progress Claim's Configurable PDF View
Edit a Head Contract	+	+
Edit Advanced Settings Subtab in Head Contract
Email an Owner Progress Claim
Email a Potential Variation (PV)
Email Head Contract
Enable Financial Markup on a Head Contract
Export a Configurable PDF of an Owner Progress Claim
Export a Head Contract to DOCX or PDF ³
Export a Head Contract to PDF
Filter Head Contract Variations
Import a Head Contract CSV
Import a ProEst Estimate for the Head Contract SOV
Remove a Potential Variation or Variation Request
Remove 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 PCOs' 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.