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 Display Permissions

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

Markups Display Options: Direct costs only

Cost Detail Permissions

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

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

Items and Options Permissions

Items and Options with Category Access

 

 

 

 

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 Admin
Schedule impact View Only
Attachments Standard
Item Integrations None
Comments Standard

Items and Options without Category Access

 

 

 

 

 

 

 

 

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 View Only
Draw activity (Contingencies & Allowances) None
Milestones and Events View Only
Categories View Only
Schedule impact View Only
Attachments Standard
Item Integrations None
Comments Standard