Project Management:
- Folders/Files: Access to the Files tool. Access to upload files or create folders is further restricted on a per folder basis then.
- Meeting Notes: Access to the Meeting Notes tool. Access to each Meeting Series is granted by the Series Admins.
- Lists: Access to the Lists tool, including creating new Lists.
- My Action Items: Access to My Action Items to see a list of items currently assigned to yourself that are still open.
- Add Task: Access to the Tasks tool, including creating new tasks.
- Activities: Access to the Activities tool, including creating new activities.
- Memo: Access to the Memos tool, including creating new memos.
- Transmittals: Access to the Transmittals tool, including creating new transmittals.
- Drawing List View: Access to the Drawings/Specs tool.
- Estimate View: Access to the Estimate tool.
- Estimate Admin: Access to the Estimate tool, including creating new items.
- Drawing List Admin: Access to the Drawings/Specs tool, including adding new drawings.
Construction Administration:
- ASI: Access to the ASI tool.
- Pre-Bid RFIs: Access to the Pre-Bid RFI tool, including creating new Pre-Bid RFIs.
- RFIs: Access to the RFI tool, including creating new RFIs.
- Field Observations: Access to the Field Observations tool, including creating new Field Observations.
- Punch List: Access to the Punch List tool, including creating new Punch Lists.
- Submittals: Access to the Submitals tool, including creating new Submittals.
- Submittal Manager: Access to act on behalf of anyone else within your Company on Submittals.
- Final Submittal Reviewer: Access to mark Submittals as Complete.
- ASI Manager: Access to create new ASIs as well as viewing the ASI Cost Report.
Contract Administration:
- Schedule of Values: Access to the Schedule of Values tool, including creating new Schedule of Values.
- Field Orders / RFPs: Access to the Field Orders/RFPs tool. Only Project Admin and Contract Admin can create new FO/RFPs.
- Proposals: Access to the Proposals tool, including creating new Proposals.
- Change Orders: Access to the Change Orders tool. Only Project Admin and Contract Admin can create new Change Orders.
- Pay App: Access to the Pay App tool, including creating new Pay Apps.
- Work Order View: Access to the Work Orders tool, but can only view ones they are listed as Participants on. Only Project Admins and Work Order Admins can create new Work Orders.
- Work Order Manager: Access to view all Work Orders. Also have access to edit Labor, Materials and Rental/Other and approve Labor.
- Work Order Admin: Full access to everything with all Work Orders.
Construction Management:
- Work Reports: Access to the Work Reports tool, including creating new Work Reports.
- Jobsite Reports: Access to the Jobsite Reports tool, including creating new Jobsite Reports.
- Schedule: Access to the Schedule tool, including creating new Schedules.
- Safety View: Access to the Safety tool, including creating new Safety Audits.
- Safety Admin: Full access to the Safety tool, including adding Participants.
Bid Management:
- Bid View: Access to view Bid Packages, Addenda and Questions.
- Bid Answer Questions: Access to answer Question on any Bid Package.
- Bid Review: Access to see all Bid Packages, Addenda and Questions.
- Bid Admin: Access to see all Bid Packages, Addenda and Questions. Also able to create new Bid Packages.
Design Review:
- Design Review: Access to the Design Review tool, including creating new Design Reviews.
- Design Review Admin: Access to the Design Review tool, including creating new Design Reviews. Also able to Comment, Complete and Archive all Design Reviews.
Project Administration:
- Contract View: Access to view all Contracts, including the Contract Summary page.
- Owner Contract Admin: Access to review Proposals and flag them as approved, declined or revise & resubmit.
- Contract Admin: Full access to view and manage all Contracts.
- Estimate Admin: Access to the Estimate tool, including creating new items.
- Drawing List Admin: Access to the Drawings/Specs tool, including adding new drawings.
- Design Review Admin: Access to the Design Review tool, including creating new Design Reviews. Also able to Comment, Complete and Archive all Design Reviews.
- Project Admin: Full access to project admin settings including managing the project team and setting user access control.
Files & Folders:
- View Files: Access to view files in the main folder in the Files tool.
- Upload Files: Access to upload files in the main folder in the Files tool.
- Folder Admin: Full access to create new folders and modify user permissions in the main folder in the Files tool.
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