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 |