Progress Billings - User Permissions

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Progress Billings

User access to the Progress Billings tool depends on the user's access permission to the contract in the Client Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Progress Billings tool.

Progress Billings

Job Role	Read Only	Standard	Admin
Add Progress Claim Contacts to a Purchase Order or Subcontract from the Progress Billings Tool			¹
Add a New Payment to the Payments Issued Tab of the Progress Billings Tool			¹
Bulk Edit the Status of Subcontractor Progress Claims in the Progress Billings Tool			¹
Bulk Send Subcontractor Progress Claims to DocuSign® from the Progress Billings Tool			¹
Compile Progress Claim Backups in the Progress Billings Tool			¹
Configure Settings: Progress Billings			¹
Create Automatic Billing Periods in the Progress Billings Tool			¹
Create Manual Billing Periods in the Progress Billings Tool			¹
Create a Payment Received for a HC/Client Progress Claim with the Progress Billings Tool			¹
Create a Payment Program from the Progress Billings Tool			¹
Delete a Subcontractor Progress Claim from the Progress Billings Tool			¹
Edit a Billing Period with the Progress Billings Tool			¹
Edit a Configurable PDF of a HC/Client Progress Claim in the Progress Billings Tool			¹
Email a HC/Client Progress Claim from the Progress Billings Tool			¹
Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool			¹
Export a Subcontractor Progress Claim from the Progress Billings Tool			¹
Export the Subcontractor Invoicing Page from the Progress Billings Tool			¹
Forward a Subcontractor Progress Claim by Email from the Progress Billings Tool			¹
Update a Subcontractor SOV as a Progress Claim Administrator from the Progress Billings Tool		²	¹
Preview a Subcontractor Progress Claim from the Progress Billings Tool
Revise & Resubmit a Progress Claim as a Progress Claim Contact in the Progress Billings Tool		²	¹
Search, Filter and Group Progress Claims in the Progress Billings Tool			¹
Send an 'Invite to Bill' to a Progress Claim Contact from the Progress Billings Tool			¹
Set Retention on a Subcontractor Progress Claim as a Progress Claim Administrator in the Progress Billings Tool			¹
Set or Release Retention for All Line Items on a HC/Client Progress Claim from the Progress Billings Tool			¹
Update a Subcontractor Schedule of Values as a Progress Claim Administrator from the Progress Billings Tool			¹
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Progress Billings Tool	²	²	¹
Update and Set Up DocuSign® on a HC/Client Progress Claim with the Progress Billings Tool			¹

¹ To perform this task from the project's Progress Billings tool, users must be granted 'Admin' level permissions on the project's Commitments tool.

² 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.

Client Contracts

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

Task	None	Read Only	Standard	Admin
Create a Configurable PDF of a HC/Client Progress Claim in the Client Contracts Tool
Create a HC/Client Progress Claim for a Client Contract
Create a Payment Received for a HC/Client Progress Claim with the Client Contracts Tool
Edit a Configurable PDF of a HC/Client Progress Claim in the Client Contracts Tool
Email a HC/Client Progress Claim from the Client Contracts Tool
Export a Configurable PDF of a HC/Client Progress Claim from the Client Contracts Tool
Export a HC/Client Progress Claim from the Client Contracts Tool
Set or Release Retention on a HC/Client Progress Claim from the Client Contracts Tool

Commitments

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

Task	Read Only	Standard
Accept or Decline an 'Invite to Bill' as a Progress Claim Contact	⁴
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 Subcontractor Progress Claim for Release of Retention		³
Create Progress Claim Contacts
Create a Payment Received for a Head Contract
Delete a Subcontractor Progress Claim from the Commitments Tool
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 an Admin
Review Progress Claim Line Items as an Progress Claim Contact		²
Revise & Resubmit a 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 Commitments 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 Add Progress Claim Contacts to a Commitment.

² To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment.

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 Add Progress Claim Contacts to a Commitment. 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.