Subcontractor Role

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 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

When a user does not have access to the Item's categories

Feature Permission
Items 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