Owner Role

The Owner role has view-only access to most information, and they cannot see itemized cost details, including markups. Owners can add and assign items and edit items they’ve created. 

Default Role Permissions

Limit Access by Category: No

Cost Display Permissions

Hide All Costs: View Only - (Hide all costs disabled)

Markups Display Options: Markups allocated

Cost Detail Permissions

Feature Permission
Milestone cost details None
Milestone Budget cost details None
Item/option cost details None
Markups subtotals None
Markups details None
Default Item Template (Settings) None
Owner costs Admin

 

 

 

 

 

 

Project Permissions

Project Settings

Feature Permission
Project details View Only
Categorizations View Only
Project units of measure View Only
Project currency / Rounding display View Only
Project terminology View Only

Project Administration

 

Feature Permission
Team / Teammates View Only
Project Roles, Permissions & Previews None
Timeline View Only

Report Permissions

Feature Permission
Shared reports View Only
Report distribution None
Report Notes Standard

 

 

 

 

 

 

 

 

 

 

 

 

Milestone Permissions

Feature Permission
Milestones View Only
Draft Milestones (created by others) None
Milestone Metrics None
Draft Estimates and Budgets (created by others) None
Milestone Attachments Standard

Items and Options Permissions

 

 

 

Feature Permission
Items, Item import, and Options Standard
Share draft items / scenarios Standard
Publish draft items/scenarios Standard
Item Number Standard
Item Status View Only
Assignees and Due Dates Admin
Draw activity (Contingencies & Allowances) None
Milestones and Events View Only
Categories View Only
Schedule impact View Only
Attachments Standard
Item Integrations View Only
Comments Standard