The Subcontractor role can create items, edit item information, including costs, and has view-only access to most other information. By default, you can also limit whether cost editing should be restricted to their specific trade, in which case they will only be allowed to edit trade-specific costs. This same trade filtering can also be applied to other item details if you want to limit other functionality as well. They cannot change an item’s status nor see markups in items or milestones.
Default Role Permissions
Limit access by Category: Yes
Cost Permissions
Cost display options: Direct costs only
Feature | Permission |
Milestone estimate direct costs details | View Only |
Milestone target budget details | View Only |
Item/option direct costs details (with category permissions) | Admin |
Item/option direct costs details (without category permissions) | View Only |
Estimate markups details | None |
Item estimate template | View Only |
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 notes | Standard |
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
When a user has access to the Item's categories
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 |
Share draft items | Standard |
Publish draft items | Standard |
When a user does not have access to the Item's categories
Feature | Permission |
Items, item import, and options | Standard |
Schedule impact | View Only |
Milestones and events | View Only |
Categories | View Only |
Assignees | View Only |
Status | View Only |
Attachments | Standard |
Comments | Standard |
Draw activity | None |
Share draft items | Standard |
Publish draft items | Standard |