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
Add lookup list items Edit lookup lists in the settings.
Portfolios settings Access the portfolio settings from the navigation menu.

If you select the Portfolio settings checkbox, the checkboxes for all the portfolio settings are selected automatically.
Portfolio settings - (Setting-Name) Access the (Setting-Name) setting in the portfolio settings.
Project settings Access the project settings from the navigation menu or the project dashboard.

If you select the Project settings checkbox, the checkboxes for all the project settings are selected automatically.
Project settings - Can unlock project settings Unlock project-level settings so that they are not inherited from the portfolio settings.
Project settings - Upload project images Upload images for the project tiles.
Project settings - (Setting-Name) Access the (Setting-Name) setting in the project settings.
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 file management system.
  • Users must have this permission to save reports to the File Library.
  • Users without this permission don't see the File Library and Models links in the navigation menu and on the project dashboard. They can still access the Models model from the Trimble Connect link.
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 Potential change orders * Can send PCOs to an ERP so that they're synced
[ERP-Name] - Send Prime contract change orders * Can send PCCOs to an ERP so that they're synced
[ERP-Name] - Send Purchase orders * Can send purchase ordrs 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 banner.
ERP links - Can access change order log link ** Can view the Change Order Log link in the app switcher on the banner.
ERP links - Can access change orders link ** Can view the Change Orders link in the app switcher on the banner.
ERP links - Can access change request log link ** Can view the Change Request Log link in the app switcher on the banner.
ERP links - Can access cost projections link ** Can view the Cost Projections link in the app switcher on the banner.
ERP links - Can access draw request link ** Can view the Draw Request link in the app switcher on the banner.
ERP links - Can access equipment log link ** Can view the Equipment Log link in the app switcher on the banner.
ERP links - Can access invoice approval link ** Can view the Invoice Approval link in the app switcher on the banner.
ERP links - Can access invoice review link ** Can view the Invoice Review link in the app switcher on the banner.
ERP links - Can access job analysis link ** Can view the Job Analysis link in the app switcher on the banner.
ERP links - Can access job materials link ** Can view the Job Materials link in the app switcher on the banner.
ERP links - Can access job timecard approval link ** Can view the Job Timecard Approval link in the app switcher on the banner.
ERP links - Can access open billing review link ** Can view the Open Billing Review link in the app switcher on the banner.
ERP links - Can access PO dashboard link ** Can view the PO Dashboard link in the app switcher on the banner.
ERP links - Can access progress entry link ** Can view the Progress Entry link in the app switcher on the banner.
ERP links - Can access projected cost link ** Can view the Projected Cost link in the app switcher on the banner.
ERP links - Can access quantity complete link ** Can view the Quantity Complete link in the app switcher on the banner.
ERP links - Can access subcontracts ** Can view the Subcontracts link in the app switcher on the banner.

* 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.

NameDescription
Access Connect2Fab linkCan view the Connect2Fab link in the app switcher on the banner.
Access Estimation MEP linkCan view the Estimation MEP link in the app switcher on the banner.
Access Submittal Manager linkCan view the Submittal Manager link in the app switcher on the banner.
Access Supplier Xchange linkCan view the Supplier Xchange link in the app switcher on the banner.
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 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 ll Companies View and modify contract invoices for all companies.

If this permission is not selected, users can only see records 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 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 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.
Daily reports - Can use AI Dailies on Mobile In the ProjectSight mobile app, create daily reports with the Daily Reports AI Assistant.
Drawings - Can create and modify public annotations Create and modify annotations that are visible to other users. This includes 360 captures, which are public annotations with their own permission configuration.

The ProjectSight 360 Capture module is available as an add-on for your account. This must be selected to enable users to capture 360 photos and videos.
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 records for their own company and not for any other companies.
Print 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.
Workflow - Can view in record View the Workflow button in items that use a workflow template so that you can see the workflow steps.
  • Workflow managers of the applied workflow template and portfolio administrators can see this button even if this permission isn't selected in the security role.
  • This button is not available if the item is in read-only mode.
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.