Manage Permissions for Project

Account and project administrators can manage the permission settings for members and roles across all modules of a project. Permission settings are critical for user access rights to certain features. When troubleshooting access rights, user and role permissions should be the first area of investigation to ensure roles/users have appropriate access to product features. Typically, permissions are configured at the start of a project and as new project members are added on.

The top portion of this page is a filter that you can use to narrow down the list of roles/users that display in the table below it. The second portion of this page lists all account roles, and then team members. In e-Builder, account roles are used to group team members, permission for both of which can be modified on this page.

Roles that appear in red are Administrator Roles. Administrator Roles are eligible to receive additional permissions typically reserved for the account administrator. For more information or for the list of additional permissions that can be granted, see About e-Builder Administrative Roles.

To filter by roles and/ or users

  1. In the Filter Roles and Users section, you can specify the following filter criteria:
    • Roles: Select this check box to filter for all roles.
      • All Roles: Lists all the user roles available on the account. For instructions on adding account roles, see Add New Account Roles.
      • Admin Roles Only: Select this check box to filter by Admin roles.
      • Selected Roles: Lists all roles that have been selected to be included in the filter. You can add or remove roles from the filter to the Selected Roles box using the directional arrows.
    • Users: Select this check box to filter for an individual user.
      • User Name: Enter the username of the user to filter by.
      • First Name: Enter a name in this field to filter by a user's first name.
      • Last Name: Enter a name in this field to filter by a user's last name.
      • Select a custom field: Click the drop-down arrow to select a custom field type to filter by. Click the Lookup button to view a list of qualifying custom fields.
    • Show All: Click to disregard filter entries and see all account roles.
  2. Click Filter. The filter results are displayed.
  1. Click Projects from the top navigation tabs.
  2. Choose a project from the All Projects menu.

    3. The Project Details page is displayed.

  3. From the Project Menu, click Manage Permissions.

Permission Settings

To grant permission to a role, select the check box for each permission. A description of the permission settings available on each tab of this page is provided below.

The asterisk indicates that users have to be in this role at the account level in order to inherit this permission. In other words, this permission cannot be applied to a project level role. For more information, see About Project Level Roles.

  • View Bidding: Gives users in this role the ability to view an entire bid package.
  • Create Bid Package:Gives users in this role the ability to create bid packages.
  • Modify Bidding: Gives users in this role the ability to modify bid package details.
  • View/ Open Bid Tabulation: Gives users in this role the ability to view and open the bid tabulation.
  • Create Public Project Event: Gives users in this role the ability to create public events. Everyone on a project is able to view public events, even if they are not an attendee of the event.
  • View Project Contacts: Gives users in this role the ability to view contact details for the projects they have access to.

    If there are 50 people in your company, but only five are working on a particular project, you may not want contractors to know every other contractor or A/E that you're working with.

Cost processes do not abide by these settings. Permissions for cost processes are set on the process properties page. For more information, see Properties Tab Overview.

  • View Cost: Gives users in this role the ability to view the overall cost summary and all cost related information on the projects they have access to.
  • Add/Edit Budget: Gives users in this role the ability to add and edit approved budgets and cash flow.
  • Add Budget Item: Gives users in this role the ability to add budget line items to approved budgets and budget changes.
  • Approve Final Budget: Gives users in this role the ability to approve the final budget.

    Users will not receive an email notification on approval requests unless the Notify user when approval requested setting is enabled in Cost Settings.

  • Approve Budget Changes: Gives users in this role the ability to approve budget changes.
  • Add/Edit Commit: Gives users in this role the ability to add and edit commitment changes.
  • Approve Final Commit: Gives users in this role the ability to approve commitments.
  • Approve Commit Changes: Gives users in this role the ability to approve commitment changes and change commitment line items.
  • Change Approved Commit Line Item: Gives users in this role the ability to approve changes made to approved commitment line items.

    If a commitment was accidentally saved against the Contingency budget line item, when it should have been saved toward General Costs, persons with this permission setting will have the ability to approve this change or make such changes themselves.

  • Add/Edit Actual: Gives users in this role the ability to add and edit invoices.
  • Edit Retainage of Actual: Gives users in this role the ability to manually edit item retainage amounts on commitment items in the 'Draft' or 'Received' status. If you select the Edit Retainage permission for a role or user, the check boxes for Add/Edit Actual and View Cost permissions will also be selected automatically for the role or user.
  • Approve Final Actual: Gives users in this role the ability to approve invoices.
  • Change Approved Gen. Invoice Line Item: Gives users in this role the ability to approve changes made to approved general invoice line items.

    If an invoice was accidentally added toward Contingency, when it should have been added to General Costs, persons with this permission setting will have the ability to approve this change or make such changes themselves.

  • Import: Gives users in this role the ability to import cost data.
  • Modify Forecast: Gives users in this role the ability to make changes to the forecast. This permission setting will likely be restricted to project managers.
  • View All Sent Items: Gives users in this role the ability to see all of their sent items as well as the items sent by everyone else.
  • View Equipment Items: Gives users the ability to view the list of equipment items.
  • Add/Edit Equipment Items: Gives users the ability to add and edit equipment items.
  • Update Date Required on Job: Gives users the ability to update the date that items are required to be installed.
  • View Funding: Ability to see funding sources under the Project Cost.
  • Add / Edit Funding: Ability to Add a new funding source and complete deposits against the source.
  • View Planning Scenarios: Gives users in this role the ability to view planning scenarios. In some cases, there may be someone responsible for managing capital plan and another responsible for scenarios.
  • Modify Planning Scenarios: Gives users in this role the ability to add/edit planning scenarios.
  • Manage Workflow: Gives users in this role the ability to manage process instances, which includes the right to override steps, update and take action on steps of the processes they have access to.
  • Update Project Details: Gives users in this role the ability to update project details, such as project name, the project administrator, address, project start and end dates, and project custom fields.
  • View Schedule: Gives users the read-only ability to view the schedule from the Project menu.

    This permission is available only for accounts with the current schedule enabled.

  • Manage Baselines: Gives users in this role the ability to create and delete baselines.

    Users with this permission can overwrite the baseline after it has been created and saved.

  • View Submittals: Gives users in this role the ability to view submittal items. When the View draft submittals setting is turned on, all team members who have the View Submittals permission will be able to see Submittal Register Items and Packages that are in Draft status.
  • Add/Edit Submittals: Gives users in this role the ability to add and edit submittal items. This permission should be given to contractors, as they will need to add, edit and send submittal items for review.
  • Manage Project Bill Rates: Gives users in this role the ability to manage project bill rates. Although rates can be set at the account level, they can also be modified at the project level. Changes made on either page are reconciled and updated simultaneously. For instructions, see Manage Project Bill Rates.
  • Manage Membership: Gives users in this role the ability to manage the projects that users are on and user roles.