What additional user permissions are required to access reportable data with 360 reporting?
Answer
Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project 360 Reporting tool. The table below shows each 360 Reporting > Financials field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.
Field Group | Source Tool | Required Permissions on the Source Tool | |||
---|---|---|---|---|---|
None | Read Only | Standard | Admin | ||
Budget Change Adjustment Line Items | Budget | ||||
Budget Changes | Budget | ||||
Budget Code | Budget | ||||
Budget Forecast Line Item | Budget | ||||
Budget Line Item | Budget | ||||
Budget Modification | Budget | ||||
Change Event | Change Events | ||||
Change Event Line Item | Change Events | ||||
Commitment | Commitments | ||||
Commitment Variation | Commitments | ||||
Commitment Variation Line Item | Commitments | ||||
Commitment Variation Markup | Commitments | ||||
Commitment Variation Request | Commitments | ||||
Commitment Line Item | Commitments | ||||
Commitment Potential Variation | Commitments | ||||
Company (Vendor) - Company Reports | N/A | ||||
Company (Vendor) - Project Reports | N/A | ||||
Company Global Insurance | Directory | ||||
Company Project Insurance | Directory | ||||
Employees | Directory | ||||
Direct Cost | Direct Costs | ||||
Direct Cost Line Item | Direct Costs | ||||
ERP Job Costs Summary | Budget | ||||
Monitored Resource | Budget | ||||
Owner Payment application | Main Contracts | ||||
Owner Payment application Line Item | Main Contracts | ||||
Main Contract | Main Contracts | ||||
Main Contract Variation | Main Contracts | ||||
Main Contract Variation Line Item | Main Contracts | ||||
Main Contract Variation Markup | Main Contracts | ||||
Main Contract Variation Request | Main Contracts | ||||
Main Contract Line Item | Main Contracts | ||||
Main Contract Potential Variation | Main Contracts | ||||
Project | N/A | ||||
Project Roles | N/A | ||||
Request for Quote | Change Events | ||||
Request for Quote Quote | Change Events | ||||
Request for Quote Response | Change Events | ||||
Subcontractor Payment application | Commitments | ||||
Subcontractor Payment application Line Item | Commitments | ||||
Timecard Entries | Timesheets | ||||
Production Quantities | Timesheets or Budget |