Head Contracts - User Permissions

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 Variation Request
Create Payment Received for a Head Contract
Create Owner Progress Claims
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 a Head Contract ²	+	+
Edit the Advanced Settings on a Head Contract
Email Owner Progress Claims
Email a Potential Variation for a Head Contract
Email Head Contract
Enable Financial Markup on a Head Contract
Export Head Contract 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 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.