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 Permissions

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

Markup display options: Markups allocated

Estimate Permissions

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

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 None

Item and Option Permissions

Feature Permission
Items, item import, and options Standard
Schedule impact View Only
Milestones and events View Only
Categories View Only
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