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The access matrix table defines access permissions between specific project roles, modules and tasks.
Budget Module user permissions
CREATE/EDIT/IMPORT BUDGET LINES | VIEW BUDGET LINES | ||||
PC - No Financials | NO | NO | |||
PC - FinancialsProject Coordinator | NO | YES | |||
Safety | NO | YES | |||
Site Accountant 1 | YES | YES | |||
Site Accountant | YES | YES | |||
Superintendent 1 | YES | YES | |||
Superintendent | YES | YES | |||
APM | YES | YES | |||
PM - JV | YES | YES | |||
PM | YES | YES | /CM | YES | YES |
Estimator | NO | YES | |||
Lead Estimator | NO | YES | |||
Ops Manager | NO | YES | |||
Area Manager | NO | YES |
For information on managing budget tiers, click here.
For information on how to create a budget line, click here.
For information on how to import budget lines, click here.
For information on how to assign cost accounts, click here.