Budget Module Project User Access and Permissions

The access matrix table defines access permissions between specific project roles, modules and tasks.

	CREATE/EDIT/IMPORT BUDGET LINES	VIEW BUDGET LINES
Project 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/CM	YES	YES
Estimator	NO	YES
Lead Estimator	NO	YES
Ops Manager/ Sector VP	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.

Gate Three Documentation