Permissions guide

Permissions are assigned to security roles in the portfolio settings. Depending on the permissions, users may not see everything in the user interface.

You may need to grant a combination of feature, record, and field permissions to allow a specific action such as creating reports.

Drawings

Action	Permission
Drawings - Access Drawing viewer	Records tab > Drawings and Specifications > Drawing > View
Drawings - Delete	Records tab > Drawings and Specifications > Drawing > Remove
Drawings - Download as-built drawings	Features tab > Record Features > Drawings > Can Download As Built Drawings —And— Records tab > Drawings and Specifications > Drawing > View You also need permission and/or access to any linked items.
Drawings - Edit published drawings in the drawing viewer	Features tab > Record Features > Drawings > Can Edit Published Drawings —And— Records tab > Drawings and Specifications > Drawing > Modify
Drawings - Modify	Records tab > Drawings and Specifications > Drawing > Modify Fields tab > Drawing > FieldName > (Modify)
Drawings - Upload to drawing sets	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing > Create
Annotations - Create and modify	Records tab > Drawings and Specifications > Drawing > Modify —And— Features tab > Record Features > Drawings > Can Create & Modify Public Annotations Users who only have the Modify permission for drawings can add and edit their own annotations. Only users with permission to view linked items can see annotations with linked items.
Annotations - Add and modify notes and replies for public annotations	Records tab > Drawings and Specifications > Drawing > Modify —And— Features tab > Record Features > Drawings > Can Create & Modify Public Annotations Users who only have the Modify permission for drawings can add and edit notes and replies for their own annotations.
Photo annotations - Create, modify, and delete	Features tab > Drawings > Can Create & Modify Public Annotations
Assignments - Edit fields	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing > Modify —And— Records tab > Drawings and Specifications > Drawing > Assignment > Modify —And— Fields tab > Drawing > Assignment > FieldName > (Modify)
Assignments - Manage	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing > Modify —And— Records tab > Drawings and Specifications > Drawing > Assignment > Create, Modify, or Remove
Assignments - View	Records tab > Drawings and Specifications > Drawing Set > View —And— Records tab > Drawings and Specifications > Drawing > View —And— Records tab > Drawings and Specifications > Drawing > Assignment > View The View permission is selected automatically for Assignment and can't be cleared.
Reports - Create reports or export drawings	Features tab > Record Features > Print —And— Features tab > Reports > Drawings > Drawings —And— Features tab > Reports > Drawings > Drawings > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.
Reports - Save to the File Library	Features tab > File Library —And— Features tab > Record Features > Print —And— Features tab > Reports > Drawings > Drawings —And— Features tab > Reports > Drawings > Drawings > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.

Drawing sets

The workflow status and sharing setting affect a user's access to specific drawing sets.

In the Assignments panel, users can see all the fields regardless of their field-level permissions.

Action	Permission
Drawing sets - Access module	Records tab > Drawings and Specifications > Drawing Set > View
Drawing sets - Create	Records tab > Drawings and Specifications > Drawing Set > Create
Drawing sets - Delete	Records tab > Drawings and Specifications > Drawing Set > Remove
Drawing sets - Modify	Records tab > Drawings and Specifications > Drawing Set > Modify Fields tab > Drawing Set > FieldName > (Modify)
Drawing sets - Export drawings to Excel	Records tab > Drawings and Specifications > Drawing Set > View
Drawing sets - Modify sharing setting	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Fields tab > Drawing Set > Fields > Shared With > (Modify)
Drawing sets - Unlock	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Features tab > Record Features > Can Unlock Locked Records
Drawing sets - Update drawings from Excel	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing > Modify The (Modify) field permission is required for fields to be updated.
Drawing sets - Upload from File Library	Records tab > Drawings and Specifications > Drawing Set > Create —And— Features tab > File Library
Assignments - Edit fields	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing Set > Assignment > Modify —And— Fields tab > Drawing Set > Assignment > FieldName > (Modify)
Assignments - Manage	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing Set > Assignment > Create, Modify, or Remove
Assignments - View	Records tab > Drawings and Specifications > Drawing Set > View —And— Records tab > Drawings and Specifications > Drawing Set > Assignment > View The View permission is selected automatically for Assignment and can't be cleared.
Courtesy copies - Manage	Records tab > Drawings and Specifications > Drawing Set > Modify —And— Records tab > Drawings and Specifications > Drawing Set > Courtesy Copy > Create, Modify, or Remove
Courtesy copies - View	Records tab > Drawings and Specifications > Drawing Set > View —And— Records tab > Drawings and Specifications > Drawing Set > Courtesy Copy > View The View permission is selected automatically for Courtesy Copy and can't be cleared.

ERP integration

Action	Permission
Job costs - View the job cost description for a budget item transaction	Records tab > Budget and Cost Management > Job Costs > View

File Library

Permissions can also be set on individual files and folders in the File Library.

If a user doesn't have access to the record that a quick upload file is linked to, the user's access to that file is based on the file permission.

Action	Permission
File Library - Access module	Features tab > File Library
PDF viewer - View PDFs in viewer	Features tab > File Library —And— View permission for the PDF
PDF viewer - Add annotations to PDFs	Features tab > File Library —And— Edit permission for the PDF

Financials

If the user doesn't have the View or Modify permission for system-required fields, they're still available:

For drawing sets and records that use the Draft workflow status. After the item is saved in a non-draft status, the field permissions are enforced.
In the Add Budget Item and in the Create dialogs for records such as BCM records. The field permissions are enforced in the full record.

In the Assignments panel, users can see all the fields regardless of their field-level permissions.

All record types

Action	Permission
Record types - Access records	Records tab > ModuleName > RecordType > View Other factors also affect a user's access to specific records.
Records - Create	Records tab > ModuleName > RecordType > Create
Records - Delete	Records tab > ModuleName > RecordType > Remove
Records - Modify	Records tab > ModuleName > RecordType > Modify Fields tab > RecordType > FieldName > (Modify)
Records - Modify sharing setting	Records tab > ModuleName > RecordType > Modify —And— Fields tab > RecordType > Fields > Shared With > (Modify)
Records - Export to Excel	Records tab > ModuleName > RecordType > View
Records - Create from Excel	Records tab > ModuleName > RecordType > Create
Records - Modify from Excel	Records tab > ModuleName > RecordType > Modify The (Modify) field permission is required for fields to be updated.
Records - Unlock	Records tab > ModuleName > RecordType > Modify —And— Features tab > Record Features > Can Unlock Locked Records
Assignments - Edit fields	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Assignment > Modify —And— Fields tab > RecordType > Assignment > FieldName > (Modify)
Assignments - Manage	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Assignment > Create, Modify, or Remove
Assignments - View	Records tab > ModuleName > RecordType > View —And— Records tab > ModuleName > RecordType > Assignment > View The View permission is selected automatically for Assignment and can't be cleared.
Courtesy copies - Manage	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Courtesy Copy > Create, Modify, or Remove
Courtesy copies - View	Records tab > ModuleName > RecordType > View —And— Records tab > ModuleName > RecordType > Courtesy Copy > View The View permission is selected automatically for Courtesy Copy and can't be cleared.
Reports - Create	Features tab > Record Features > Print —And— Records tab > ModuleName > RecordType > View —And— Features tab > Reports > ModuleName > RecordType > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.
Reports - Save to the File Library	Features tab > File Library —And— Features tab > Record Features > Print —And— Records tab > ModuleName > RecordType > View —And— Features tab > Reports > ModuleName > RecordType > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.

Financials

Action	Permission
Applications for payment (AFPs) - Add change orders	Records tab > Budget and Cost Management > Application for Payment > Modify —And— Records tab > Budget and Cost Management > Prime Contract Change Order > View
Budgets - Add budget items	Records tab > Budget and Cost Management > Budget > Create
Budgets - Access columns	Fields tab > Budget > Fields > ColumnName
Budgets - Export to Excel	Records tab > Budget and Cost Management > Budget > View
Budgets - Create budgets items from Excel	Records tab > Budget and Cost Management > Budget > Create
Budgets - Modify budget items from Excel	Records tab > Budget and Cost Management > Budget > Modify The (Modify) field permission is required for fields to be updated.
Budgets - Modify budget groups from Excel	Features tab > Administration > Portfolios > Access Portfolio Settings —Or— Features tab > Administration > Project > Access Project Settings
Budgets - Create snapshots	Records tab > Budget and Cost Management > Budget > Snapshots > Create
Budgets - Delete snapshots created by other users	Records tab > Budget and Cost Management > Budget > Snapshots > Remove If you don't have the Remove permission, you can still delete the snapshots that you created.
Budgets - Edit snapshots created by other users	Records tab > Budget and Cost Management > Budget > Snapshots > Modify If you don't have the Modify permission, you can still edit the snapshots that you created.
Budgets - View snapshots	Records tab > Budget and Cost Management > Budget > Snapshots > View
Budgets - Transfer amounts	Records tab > Budget and Cost Management > Budget > Modify —And— Features tab > Record Features > Budget > Can Transfer Budget
Change order requests (CORs) - Edit Approved Days field	Records tab > Budget and Cost Management > Change Order Request > Modify —And— Fields tab > Change Order Request > Fields > Approved Days > (Modify) —And— Fields tab > Change Order Request > Fields > Approved Days Unlocked > (Modify)
Contract invoices - Manage contract invoices for all companies	Features tab > Record Features > Contract Invoices > Can Access Contract Invoices for All Companies —And— Records tab > Budget and Cost Management > Contract Invoice > Create, Modify, or Remove Fields tab > Contract Invoice > FieldName > (Modify)
Contract invoices - Manage contract invoices for own company	Records tab > Budget and Cost Management > Contract Invoice > Create, Modify, or Remove Fields tab > Contract Invoice > FieldName > (Modify)
Contract invoices - Manage contract invoice items	Records tab > Budget and Cost Management > Contract Invoice > Contract Invoice Item > Create, Modify, or Remove
Contracts - Add revenue codes to non-committing contracts	Records tab > Budget and Cost Management > Contract > Create or Modify —And— Records tab > Budget and Cost Management > Budget > View —And— Fields tab > Contract > Schedule of Values > Revenue Code > (Modify)
Potential change orders (PCOs) - Manage PCO items for all companies	Features tab > Record Features > Potential Change Orders > Can Access PCO Items for All Companies —And— Records tab > Budget and Cost Management > Potential Change Order > Modify —And— Records tab > Budget and Cost Management > Potential Change Order > Potential Change Order Item > Create, Modify, or Remove Fields tab > Potential Change Order > Potential Change Order Item > FieldName > (Modify)
PCOs - View PCO items for all companies	Features tab > Record Features > Potential Change Orders > Can Access PCO Items for All Companies —And— Records tab > Budget and Cost Management > Potential Change Order > View —And— Records tab > Budget and Cost Management > Potential Change Order > Potential Change Order Item > View If a PCO is linked to a BCM record such as a change order, the PCO is visible in the record to all users regardless of the company that's associated with the PCO items.
PCOs - Manage PCO items for own company	Records tab > Budget and Cost Management > Potential Change Order > Modify —And— Records tab > Budget and Cost Management > Potential Change Order > Potential Change Order Item > Create, Modify, or Remove Fields tab > Potential Change Order > Potential Change Order Item > FieldName > (Modify)
PCOs - Manage assignments for PCO items	Records tab > Budget and Cost Management > Potential Change Order > Modify —And— Records tab > Budget and Cost Management > Potential Change Order > Potential Change Order Item > Assignment > Create, Modify, or Remove
PCOs - Manage courtesy copies for PCO items	Records tab > Budget and Cost Management > Potential Change Order > Modify —And— Records tab > Budget and Cost Management > Potential Change Order > Potential Change Order Item > Courtesy Copy > Create, Modify, or Remove
Prime contract change orders (PCCOs) - Link PCOs from CORs	Records tab > Budget and Cost Management > Change Order Request > View
PCCOs - Link PCOs	Records tab > Budget and Cost Management > Prime Contract Change Order > Modify —And— Records tab > Budget and Cost Management > Potential Change Order > View
Subcontract change orders (SCOs) - Link to PCO items	Records tab > Budget and Cost Management > Subcontract Change Order > Modify —And— Records tab > Budget and Cost Management > Potential Change Order > View

Links

Action	Permission
Links - Delete links to items	Modify permission for the item type —And— Features tab > Record Features > Links > Delete Users with access to the record, drawing, specification set, or spec section can delete links to photos regardless of their photo permissions.
Links - Modify linked items	Modify permission for the item type —And— Features tab > Record Features > Links > Modify Users with access to the record, drawing, specification set or spec section can modify linked photos in the Links panel regardless of their photo permissions.
Links - View linked items in the Links panel	View permission for the item type —And— Features tab > Record Features > Links > View For linked model views, the user must also have access in Trimble Connect.
Existing items - Select and link	View permission for the item type —And— Features tab > Record Features > Links > Create
Files - Upload and link	Features tab > File Library —And— Features tab > Record Features > Links > Create
Model views - Link	Features tab > Can Access Trimble Connect Models Link —And— Access to a Trimble Connect project
Photos - Upload and link to photo annotations in drawings	Features tab > Drawings > Can Create & Modify Public Annotations
Records - Create and link	Records tab > ModuleName > RecordType > Create —And— Features tab > Record Features > Links > Create

MEP solutions

Action	Permission
Launch Estimation MEP from PCO	Records tab > Budget and Cost Management > Potential change order > Create or Modify

Models

Action	Permission
Models (dashboard) - Access module	Features tab > Can Access Trimble Connect Models —And— Access to a Trimble Connect project

Photos

These permissions only apply to the Photos module. To upload and link photos to items or to view photos that are linked to items, users must have the related permissions for the item.

Action	Permission
Photos - Access module	Records tab > Photos > View Security roles must have access to the Photos module before you can assign album permissions to them.
Photos - Delete all photos	Records tab > Photos > Remove —And— Manager permission for the album
Photos - Delete own photos	Records tab > Photos > View —And— Contributor or Manager permission for the album
Photos - Edit all photos	Records tab > Photos > Modify —And— Manager permission for the album
Photos - Edit own photos	Records tab > Photos > View —And— Contributor or Manager permission for the album
Photos - Move photos	Records tab > Photos > Modify —And— Contributor or Manager permission for the new album
Photos - Upload photos	Records tab > Photos > Create To upload to a specific album, users must also have the Contributor or Manager permission.
Photos - View photos in the Photos module	Records tab > Photos > View Users can view a photo in the Photos module if: The photo doesn't belong to any albums. The photo belongs to an album that you have access to. The photo isn't linked to any items. The photo is linked to one or more items, and you have access to at least one linked item. If users don't have access to any linked items, they can view the photo in the corresponding item folder in the File Library.
Photo annotations - Edit linked photos	Records tab > Photos > View —Or— Records tab > Photos > Modify Users without the View permission can still view linked photos in read-only mode.

Portfolios

For permissions related to portfolio settings, see Settings.

Action	Permission
Portfolio images - Upload image for tile	Portfolio Administrator security role for the portfolio

Projects

You can grant access to specific projects in the user settings. For permissions related to project settings, see Settings.

Action	Permission
Projects - Create	Records tab > Administration > Project > Create
Projects - Delete	Records tab > Administration > Project > Remove
Projects - Edit	Records tab > Administration > Project > Modify Fields tab > Project > FieldName > (Modify)
Projects - Export	Features tab > Record Features > Can Export Projects —And— Features tab > Reports > ReportName that is selected in the Project Export settings —And— Records tab > ModuleName > RecordType > View
Project images - Upload image for tile	Features tab > Administration > Project Settings > Upload Project Images
Team members - Invite or edit members from own company	Team Management tab > Companies > Invite or modify team members and companies > Their own —And— Team Management tab > Roles > RoleName > Invite/Edit
Team members - Invite or edit members from all companies	Team Management tab > Companies > Invite or modify team members and companies > All —And— Team Management tab > Roles > RoleName > Invite/Edit
Team members - Invite members dialog - Cellphone field	Fields tab > Company > Contact > Cellphone > (Modify)
Team members - Remove members from own company	Team Management tab > Companies > Invite or modify team members and companies > Their own —And— Team Management tab > Roles > RoleName > Remove
Team members - Remove members from all companies	Team Management tab > Companies > Invite or modify team members and companies > All —And— Team Management tab > Roles > RoleName > Remove

Records

If the user doesn't have the View or Modify permission for system-required fields, they're still available:

For drawing sets and records that use the Draft workflow status. After the item is saved in a non-draft status, the field permissions are enforced.
In the Add Budget Item and in the Create dialogs for records such as BCM records. The field permissions are enforced in the full record.

In the Assignments panel, users can see all the fields regardless of their field-level permissions.

All record types

Action	Permission
Record types - Access records	Records tab > ModuleName > RecordType > View Other factors also affect a user's access to specific records.
Records - Create	Records tab > ModuleName > RecordType > Create
Records - Delete	Records tab > ModuleName > RecordType > Remove
Records - Modify	Records tab > ModuleName > RecordType > Modify Fields tab > RecordType > FieldName > (Modify)
Records - Modify sharing setting	Records tab > ModuleName > RecordType > Modify —And— Fields tab > RecordType > Fields > Shared With > (Modify)
Records - Export to Excel	Records tab > ModuleName > RecordType > View
Records - Create from Excel	Records tab > ModuleName > RecordType > Create
Records - Modify from Excel	Records tab > ModuleName > RecordType > Modify The (Modify) field permission is required for fields to be updated.
Records - Unlock	Records tab > ModuleName > RecordType > Modify —And— Features tab > Record Features > Can Unlock Locked Records
Assignments - Edit fields	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Assignment > Modify —And— Fields tab > RecordType > Assignment > FieldName > (Modify)
Assignments - Manage	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Assignment > Create, Modify, or Remove
Assignments - View	Records tab > ModuleName > RecordType > View —And— Records tab > ModuleName > RecordType > Assignment > View The View permission is selected automatically for Assignment and can't be cleared.
Comments - Add supporting comment	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Comment > Create This permission controls the ability to add supporting comments. This is separate from the field permissions for adding questions and answers for RFIs and descriptions and resolutions for other record types.
Comments - Add answer or resolution	Records tab > ModuleName > RecordType > Modify —And— Fields tab > RecordType > Fields > Answer (RFIs) or Resolution (other record types) > (Modify) Users with this permission can also edit an answer or resolution that's added by another user.
Comments - Add question or description	Records tab > ModuleName > RecordType > Modify —And— Fields tab > RecordType > Fields > Question (RFIs) or Description (other record types) > (Modify)
Comments - Promote / demote comment	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Comment > Modify —And— Fields tab > RecordType > Fields > Answer (RFIs) or Resolution (other record types) > (Modify)
Comments - Remove supporting comment from another user	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Comment > Remove Users without this permission can still remove their own supporting comments.
Comments - View answer or resolution	Records tab > ModuleName > RecordType > View —And— Fields tab > RecordType > Fields > Answer (RFIs) or Resolution (other record types) > visibility (View)
Comments - View question or description	Records tab > ModuleName > RecordType > View —And— Fields tab > RecordType > Fields > Question (RFIs) or Description (other record types) > visibility (View)
Comments - View supporting comment	Records tab > ModuleName > RecordType > View —And— Records tab > ModuleName > RecordType > Comment > View The View and Modify permissions for comments are granted by default so that users can view all supporting comments and modify their own supporting comments. Separate field permissions are required for viewing questions and answers for RFIs and descriptions and resolutions for other record types.
Courtesy copies - Manage	Records tab > ModuleName > RecordType > Modify —And— Records tab > ModuleName > RecordType > Courtesy Copy > Create, Modify, or Remove
Courtesy copies - View	Records tab > ModuleName > RecordType > View —And— Records tab > ModuleName > RecordType > Courtesy Copy > View The View permission is selected automatically for Courtesy Copy and can't be cleared.
Reports - Create	Features tab > Record Features > Print —And— Records tab > ModuleName > RecordType > View —And— Features tab > Reports > ModuleName > RecordType > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.
Reports - Save to the File Library	Features tab > File Library —And— Features tab > Record Features > Print —And— Records tab > ModuleName > RecordType > View —And— Features tab > Reports > ModuleName > RecordType > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.

Document Control

Action	Permission
Meeting minutes - Manage attendees	Records tab > Document Control > Meeting > Modify —And— Records tab > Document Control > Meeting > Attendee > Create, Modify, or Remove Fields tab > Meeting > Attendee > Status > (Modify)
Meeting minutes - Manage linked action items	Records tab > Document Control > Meeting > Modify —And— Records tab > Document Control > Meeting > Topic > Modify —And— Records tab > Document Control > Action Item > Create, Modify, or Remove Fields tab > Action Item > FieldName > (Modify)
Meeting minutes - Manage topic notes	Records tab > Document Control > Meeting > Modify —And— Records tab > Document Control > Meeting > Topic > Modify —And— Fields tab > Meeting > Topic > Notes > (Modify)
Meeting minutes - Manage topics	Records tab > Document Control > Meeting > Modify —And— Records tab > Document Control > Meeting > Topic > Create, Modify, or Remove Fields tab > Meeting > Topic > FieldName > (Modify)
Meeting names - Add meeting locations in records	Features tab > Lookup Lists > Meeting Location —And— Records tab > Document Control > Meeting > Create or Modify —And— Fields tab > Meeting > Fields > Meeting Location > (Modify)
Meeting names - Add meeting names in records	Features tab > Lookup Lists > Meeting Name —And— Records tab > Document Control > Meeting > Create or Modify —And— Fields tab > Meeting > Fields > Meeting Name > (Modify)
Meeting names - Add meeting topics in records	Features tab > Lookup Lists > Meeting Location —And— Records tab > Document Control > Meeting > Create or Modify —And— Fields tab > Meeting > Topic > Topic > (Modify)
Meeting names - Add meeting topics in records	Features tab > Lookup Lists > Meeting Location —And— Records tab > Document Control > Meeting > Create or Modify —And— Fields tab > Meeting > Meeting Minute > Topic > (Modify)
Submittal packages - Add existing submittal records in submittal packages	Records tab > Document Control > Submittal Package > Create or Modify —And— Records tab > Document Control > Submittal > View
Submittal packages - Create and add submittal records in submittal packages	Records tab > Document Control > Submittal Package > Create or Modify —And— Records tab > Document Control > Submittal > Create
Submittals (Submittal Package field) - Add lookup items in submittal records	Features tab > Lookup Lists > Submittal Package —And— Records tab > Document Control > Submittal > Create or Modify —And— Fields tab > Submittal > Fields > Submittal Package > (Modify) The lookup list is used in the Submittal Package field if submittal packages are not made available in the record settings.
Submittals (Submittal Package field) - Add submittals to submittal package records	Records tab > Document Control > Submittal > Create or Modify —And— Records tab > Document Control > Submittal Package > View —And— Fields tab > Submittal > Fields > Submittal Package > (Modify) Submittal package records are used in the Submittal Package field if submittal packages are made available in the record settings.
Submittals - Export to Excel	Records tab > Document Control > Submittal > View
Submittals - Update from Excel	Records tab > Document Control > Submittal > Modify The (Modify) field permission is required for fields to be updated.

Field Management

Action	Permission
Checklists - Add approvers to checklists (mobile)	Records tab > Field Management > Checklist > Approver > Create
Checklists - Add items to checklists (mobile)	Records tab > Field Management > Checklist > Checklist Items> Create
Checklists - Manage checklist items	Records tab > Field Management > Checklist > Checklist Items> Create, Modify, or Remove —And— Fields tab > Checklist > Checklist Items > FieldName > (Modify)
Checklists - Manage assignments for checklist items	Records tab > Field Management > Checklist > Modify —And— Records tab > Field Management > Checklist > Checklist Items > Assignment > Create, Modify, or Remove
Checklists - Manage courtesy copies for checklist items	Records tab > Field Management > Checklist > Modify —And— Records tab > Field Management > Checklist > Checklist Items > Courtesy Copy > Create, Modify, or Remove
Daily reports - Manage equipment entries for all companies	Features tab > Record Features > Daily Reports > Can Access Equipment Records for All Companies —And— Records tab > Field Management > Daily Report > Create, Modify, or Remove —And— Records tab > Field Management > Daily Report > Equipment > Create, Modify, or Remove Fields tab > Daily Report > Equipment > FieldName > (Modify)
Daily reports - Manage equipment entries for own company	Records tab > Field Management > Daily Report > Modify —And— Records tab > Field Management > Daily Report > Equipment > Create, Modify, or Remove Fields tab > Daily Report > Equipment > FieldName > (Modify)
Daily reports - Manage File Library links for labor cards	Features tab > File Library —And— Features tab > Record Features > Links > View —And— Features tab > Record Features > Links > Create Features tab > File Library —And— Features tab > Record Features > Links > View —And— Features tab > Record Features > Links > Delete
Daily reports - Manage labor cards for all companies	Features tab > Record Features > Daily Reports > Can Access Labor Records for All Companies —And— Records tab > Field Management > Daily Report > Create, Modify, or Remove —And— Records tab > Field Management > Daily Report > Labor > Create, Modify, or Remove Fields tab > Daily Report > Labor > FieldName > (Modify)
Daily reports - Manage labor cards for own company	Records tab > Field Management > Daily Report > Modify —And— Records tab > Field Management > Daily Report > Labor > Create, Modify, or Remove Fields tab > Daily Report > Labor > FieldName > (Modify)
Daily reports - Manage weather cards	Records tab > Field Management > Daily Report > Modify —And— Records tab > Field Management > Daily Report > Weather > Create, Modify, or Remove Fields tab > Daily Report > Weather > FieldName > (Modify)
Daily reports - View linked files	Features tab >Record Features > Links > View —And— Records tab > Field Management > Daily Report > Notes > View
Daily reports - View the Notes section	Records tab > Field Management > Daily Report > Notes > View For users who don't have the View permission: Linked files aren't visible in the Links panel. Comments and linked files aren't included in reports.
Daily reports - Unlock Total Rainfall field	Fields tab > Daily Report > Fields > Total Rainfall > (Modify)

Settings

To edit locked project settings, you also need the Can Unlock Project Settings feature permission.

Action	Permission
Portfolio settings - Access	Access to at least one setting under Features tab > Administration > Portfolio Settings
Project settings - Access	Access to at least one setting under Features tab > Administration > Project Settings
Checklist templates - Manage	Features tab > Administration > Project Settings > Record Settings > Records > Checklists —And— Records tab > Administration > Checklist Template > Create, Modify, or Remove Fields tab > Checklist Template > FieldName > (Modify)
Checklist templates - Export to Excel	Features tab > Administration > Project Settings > Record Settings > Records > Checklists —And— Records tab > Administration > Checklist Template > View
Checklist templates - Update from Excel	Features tab > Administration > Project Settings > Record Settings > Records > Checklists —And— Records tab > Administration > Checklist Template > Modify
Companies - Manage	Features tab > Administration > Portfolio Settings > Companies —Or— Features tab > Administration > Project Settings > Companies —And— Records tab > Administration > Company > Create, Modify, or Remove Records tab > Administration > Company > Contact > Create, Modify, or Remove Fields tab > Company > FieldName > (Modify)
Companies - Export to Excel	Features tab > Administration > Portfolio Settings > Companies —Or— Features tab > Administration > Project Settings > Companies —And— Records tab > Administration > Company > View
Companies - Create from Excel	Features tab > Administration > Portfolio Settings > Companies —Or— Features tab > Administration > Project Settings > Companies —And— Records tab > Administration > Company > Create
Companies - Update from Excel	Features tab > Administration > Portfolio Settings > Companies —Or— Features tab > Administration > Project Settings > Companies —And— Records tab > Administration > Company > Modify The (Modify) field permission is required for fields to be updated.
Company contacts - Export to Excel	Records tab > Administration > Company > View —And— Records tab > Administration > Company > Contact > View
Company contacts - Create from Excel	Records tab > Administration > Company > Modify —And— Records tab > Administration > Company > Contact > Create
Company contacts - Update from Excel	Records tab > Administration > Company > Modify —And— Records tab > Administration > Company > Contact > Modify
Custom fields - Access	Features tab > Administration > Portfolio Settings > Record Settings > ModuleName > RecordType
Distribution lists - Manage	Features tab > Administration > Project Settings > Distribution Lists
External links - Manage	Features tab > Administration > Portfolio Settings > External Links —Or— Features tab > Administration > Project Settings > External Links
Field attributes - Manage	Features tab > Administration > Portfolio Settings > Record Settings > ModuleName > RecordType —Or— Features tab > Administration > Project Settings > Record Settings > ModuleName > RecordType
Locations - Manage	Features tab > Administration > Project Settings > Locations
Lookup lists - Manage lookup lists in the settings	Features tab > Administration > Portfolio Settings > Lookup Lists —Or— Features tab > Administration > Project Settings > Lookup Lists This set of permissions also allows users to export to and update from Excel.
Lookup lists - Create new lookup list items from a record	Features tab > Administration > Add Lookup List Items > LookupListName
Nomenclature - Manage	Features tab > Administration > Portfolio Settings > Record Settings > ModuleName > RecordType —Or— Features tab > Administration > Project Settings > Record Settings > ModuleName > RecordType
Projects - Select reports for exports	Features tab > Administration > Portfolio Settings > Project Export —Or— Features tab > Administration > Project Settings > Project Export
Purchase order catalog - Manage	Features tab > Administration > Portfolio Settings > Record Settings > Financials > Purchase Orders
Record settings - Manage	Features tab > Administration > Portfolio Settings > Record Settings > ModuleName > RecordType —Or— Features tab > Administration > Project Settings > Record Settings > ModuleName > RecordType
Report logos - Manage	Features tab > Administration > Portfolio Settings > Reports —Or— Features tab > Administration > Project Settings > Reports
Report settings for records - Manage	Features tab > Administration > Portfolio Settings > Record Settings > ModuleName > RecordType
Roles - Manage	Features tab > Administration > Portfolio Settings > Security Roles
Trimble Connect - Manage	Features tab > Administration > Project Settings > General —And— Features tab > Trimble Connect —And— Access to a Trimble Connect project
Users - Manage	Features tab > Administration > Portfolio Settings > Users —Or— Features tab > Administration > Project Settings > Team members
Users - Export to and update from Excel	Features tab > Administration > Portfolio Settings > Users

Specification sets

Action	Permission
Specification sets - Access module	Records tab > Drawings and Specifications > Specification Set > View
Specification sets - Create	Records tab > Drawings and Specifications > Specification Set > Create
Specification sets - Delete	Records tab > Drawings and Specifications > Specification Set > Remove
Specification sets - Download as-built specification sets	Features tab > Record Features > Specifications > Can Download As Built Specifications —And— Records tab > Drawings and Specifications > Specification Set > View You also need permission and/or access to any linked items.
Specification sets - Modify	Records tab > Drawings and Specifications > Specification Set > Modify
Specification sets - Modify sharing setting	Records tab > Drawings and Specifications > Specification Set > Modify —And— Fields tab > Specification Set > Fields > Shared With > (Modify)
Specification sets - Upload from File Library	Records tab > Drawings and Specifications > Specification Set > Create —And— Features tab > File Library
Annotations - Create and modify	Records tab > Drawings and Specifications > Specification Set > Modify —And— Features tab > Record Features > Specifications > Can Create & Modify Public Annotations Users who only have the Modify permission for specification sets can add and edit their own annotations. Only users with permission to view linked items can see annotations with linked items.
Annotations - Add and modify notes and replies for public annotations	Records tab > Drawings and Specifications > Specification Set > Modify —And— Features tab > Record Features > Specifications > Can Create & Modify Public Annotations Users who only have the Modify permission for specification sets can add and edit notes and replies for their own annotations.
Assignments - Edit fields	Records tab > Drawings and Specifications > Specification Set > Modify —And— Records tab > Drawings and Specifications > Specification Set > Assignment > Modify —And— Fields tab > Specification Set > Assignment > FieldName > (Modify)
Assignments - Manage	Records tab > Drawings and Specifications > Specification Set > Modify —And— Records tab > Drawings and Specifications > Specification Set > Assignment > Create, Modify, or Remove
Assignments - View	Records tab > Drawings and Specifications > Specification Set > View —And— Records tab > Drawings and Specifications > Specification Set > Assignment > View The View permission is selected automatically for Assignment and can't be cleared.
Courtesy copies - Manage	Records tab > Drawings and Specifications > Specification Set > Modify —And— Records tab > Drawings and Specifications > Specification Set > Courtesy Copy > Create, Modify, or Remove
Courtesy copies - View	Records tab > Drawings and Specifications > Specification Set > View —And— Records tab > Drawings and Specifications > Specification Set > Courtesy Copy > View The View permission is selected automatically for Courtesy Copy and can't be cleared.

Spec sections

Action	Permission
Spec sections - Access Specification viewer	Records tab > Drawings and Specifications > Specification > View
Spec sections - Delete	Records tab > Drawings and Specifications > Specification > Remove
Spec sections - Download as-built spec sections	Features tab > Record Features > Specifications > Can Download As Built Specifications —And— Records tab > Drawings and Specifications > Specification > View You also need permission and/or access to any linked items.
Spec sections - Modify	Records tab > Drawings and Specifications > Specification > Modify Fields tab > Specification > FieldName > (Modify)
Annotations - Create and modify	Records tab > Drawings and Specifications > Specification > Modify —And— Features tab > Record Features > Specifications > Can Create & Modify Public Annotations Users who only have the Modify permission for spec sections can add and edit their own annotations. Only users with permission to view linked items can see annotations with linked items.
Annotations - Add and modify notes and replies for public annotations	Records tab > Drawings and Specifications > Specification > Modify —And— Features tab > Record Features > Specifications > Can Create & Modify Public Annotations Users who only have the Modify permission for spec sections can add and edit notes and replies for their own annotations.
Assignments - Edit fields	Records tab > Drawings and Specifications > Specification > Modify —And— Records tab > Drawings and Specifications > Specification > Modify —And— Records tab > Drawings and Specifications > Specification > Assignment > Modify —And— Fields tab > Specification > Assignment > FieldName > (Modify)
Assignments - Manage	Records tab > Drawings and Specifications > Specification > Modify —And— Records tab > Drawings and Specifications > Specification > Modify —And— Records tab > Drawings and Specifications > Specification > Assignment > Create, Modify, or Remove
Assignments - View	Records tab > Drawings and Specifications > Specification > View —And— Records tab > Drawings and Specifications > Specification > View —And— Records tab > Drawings and Specifications > Specification > Assignment > View The View permission is selected automatically for Assignment and can't be cleared.
Reports - Create reports	Features tab > Record Features > Print —And— Features tab > Reports > Drawings and Specifications > Specifications —And— Features tab > Reports > Drawings and Specifications > Specifications > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.
Reports - Save to the File Library	Features tab > File Library —And— Features tab > Record Features > Print —And— Features tab > Reports > Drawings and Specifications > Specifications —And— Features tab > Reports > Drawings and Specifications > Specifications > ReportName Users with the Portfolio Administrator role have access to all reports even if some reports aren't selected for that role.

ProjectSight Mobile

Permissions guide