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Feature permissions
Several permissions are available on the Features tab of a security role.
You may need to grant a combination of feature, record, and field permissions to allow a specific action such as creating reports. For more details, see Permissions guide.
Name | Description |
---|---|
Can Access Models Folder | View the Models link in the navigation menu and on the project dashboard (if the user has the File Library feature permission and access to a Trimble Connect project). |
Name | Description |
---|---|
File Library | Access the File Library module.
|
Name | Description |
---|---|
[ERP-Name] - Link Companies * | Can import and link customers and vendors from an ERP to ProjectSight companies in the portfolio settings. |
[ERP-Name] - Link Projects * | Can link ERP projects to ProjectSight projects in the project settings. |
[ERP-Name] - Send Contracts * | Can send contracts to an ERP so that they're synced. |
[ERP-Name] - Send Purchase Orders * | Can send purchase orders to an ERP so that they're synced. |
ERP Links - Can Access Billing Dashboard link ** | Can view the Billing Dashboard link for in the app switcher on the topbar. |
ERP Links - Can Access Change Order Log link ** | Can view the Change Order Log link in the app switcher on the topbar. |
ERP Links - Can Access Change Orders link ** | Can view the Change Orders link in the app switcher on the topbar. |
ERP Links - Can Access Change Request Log link ** | Can view the Change Request Log link in the app switcher on the topbar. |
ERP Links - Can Access Cost Projections link ** | Can view the Cost Projections link in the app switcher on the topbar. |
ERP Links - Can Access Draw Request link ** | Can view the Draw Request link in the app switcher on the topbar. |
ERP Links - Can Access Equipment Log link ** | Can view the Equipment Log link in the app switcher on the topbar. |
ERP Links - Can Access Invoice Approval link ** | Can view the Invoice Approval link in the app switcher on the topbar. |
ERP Links - Can Access Invoice Review link ** | Can view the Invoice Review link in the app switcher on the topbar. |
ERP Links - Can Access Job Analysis link ** | Can view the Job Analysis link in the app switcher on the topbar. |
ERP Links - Can Access Job Materials link ** | Can view the Job Materials link in the app switcher on the topbar. |
ERP Links - Can Access Job Timecard Approval link ** | Can view the Job Timecard Approval link in the app switcher on the topbar. |
ERP Links - Can Access Open Billing Review link ** | Can view the Open Billing Review link in the app switcher on the topbar. |
ERP Links - Can Access PO Dashboard link ** | Can view the PO Dashboard link in the app switcher on the topbar. |
ERP Links - Can Access Progress Entry link ** | Can view the Progress Entry link in the app switcher on the topbar. |
ERP Links - Can Access Projected Cost link ** | Can view the Projected Cost link in the app switcher on the topbar. |
ERP Links - Can Access Quantity Complete link ** | Can view the Quantity Complete link in the app switcher on the topbar. |
* ERP feature permissions are available if the ERP integration is configured for the portfolio account.
** The available ERP links depend on your account's ERP link type, which is set by ProjectSight Support.
The MEP Solutions feature permissions are available if the portfolio is part of a Project MEP account.
Name | Description |
---|---|
Access Connect2Fab link | Can view the Connect2Fab link in the app switcher on the topbar. |
Access Estimation MEP link | Can view the Estimation MEP link in the app switcher on the topbar. |
Access Submittal Manager link | Can view the Submittal Manager link in the app switcher on the topbar. |
Access Supplier Xchange link | Can view the Supplier Xchange link in the app switcher on the topbar. |
Name | Description |
---|---|
Budget - Can Transfer Budget | Can transfer budget amounts. |
Can Export Projects | Can export all the records as PDF reports from the current project. |
Can perform actions on behalf of other users via the API | Can submit requests to the API on behalf of another user. The API creates or updates the records as if the requests are from that user. |
Can Resend Notifications | Can resend portfolio invitations, project invitations, and assignment reminders. |
Can Unlock Locked Records | Unlock drawing sets and records with a locked workflow status. |
Can view the history tab for all record types | View the History tab in drawing sets, project forms, and all record types that have the tab. |
Contract Invoices - Can Access Contract Invoices for All Companies | View and modify contract invoices for all companies.
If this permission is not selected, users can only see contract invoices for their own company and not for any other companies. |
Daily Reports - Can Access Equipment Records for All Companies | View and modify equipment entries for all companies in a daily report. If this permission is not selected, users can only see equipment records for their own company and not for any other companies. |
Daily Reports - Can Access Labor Records for All Companies | View and modify labor details for all companies in a daily report. If this permission is not selected, users can only see labor records for their own company and not for any other companies. |
Daily Reports - Can Create Daily Report Records in the future | Create daily reports for future dates. If this permission is not selected, users can only create daily reports for today's date, based on the timezone in their profile, or earlier. |
Drawings - Can Create and Modify Public Annotations | Create and modify annotations that are visible to other users. |
Drawings - Can Download As Built Drawings | Download as-built drawings with linked items. |
Drawings . Can Edit Published Drawings | Edit drawing details in the drawing viewer after the drawings are published. |
Links - Create | Link an item to another item. |
Links - Delete | Delete the link to an item. |
Links - Modify | Select whether the linked item is included in notifications. For linked files, edit the file name and description. |
Links - View | View a linked item. |
Potential Change Orders - Can Access PCO Items for All Companies | View and modify PCO items for any company in a PCO. If this permission is not selected, users can only see PCO items for their own company and not for any other companies. |
Create the selected reports from the Reports section of the Features tab. | |
Specifications - Can Create and Modify Public Annotations | Create and modify annotations that are visible to other users. |
Specifications - Can Download As Built Specifications | Download as-built specifications with linked items. |
Name | Description |
---|---|
Reports | Access the selected report in the Print Report dialog. |
Name | Description |
---|---|
Can Share Views with Security Roles | Share your custom views with selected security roles. |
Can Share Views with Users | Share your custom views with selected users. |