Design Team Role

The Design Team role can create Items, edit basic Item information, add Milestone and Item attachments, and have view-only access to most other information. By default, this role can see Markups allocated but not a breakdown of individual Markup line items. They cannot change costs or the status of an Item.

Default Role Permissions

Limit access by Category: No

Cost Permissions

Cost display options: View Only - (Hide all costs disabled)

Markup display options: Markups allocated, Direct costs only

Estimate Permissions

Feature Permission
Milestone estimate direct costs details View Only
Milestone target budget details View Only
Item/option direct cost details View Only
Estimate markups details None
Item estimate template View Only
Estimate cost subtotals View Only

Project Permissions

Feature Permission
Project details View Only
Team View Only
Permission templates None
Categories View Only
Project terminology View Only
Project units of measure View Only
Project currency / Rounding display View Only
Timeline View Only
Report distribution None
Report notes Standard
Shared reports View Only

Milestone Permissions

Feature Permission
Milestones View Only
Milestone attachments Standard
Draft milestones (other users) None
Draft estimates (other users) None
Metrics View Only

Item and Option Permissions

Feature Permission
Items, item import, and options Standard
Schedule impact View Only
Milestones and events View Only
Categories Admin
Assignees Admin
Status View Only
Attachments Standard
Comments Standard
Draw activity None
Item integration activity View Only
Share draft items/scenarios Standard
Publish draft items/scenarios Standard

 

 

 

Note:  In older projects, this role may be referred to as Architect