Payment applications - User Permissions
Payment Applications
User access to the Project level Payment applications tool depends on the user's access permission to the contracts in the Project level Main Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Payment applications tool.
Payment Applications
1 To perform this task from the project's Payment applications tool, you must be an payment application administrator.
2 To perform this task, you must have the permissions designated in the tutorial and you must be an payment application contact. By default, payment application contacts are added to the 'Private' list of a commitment.
Main Contracts
The following table highlights which user permissions are required to perform the described user action.
Commitments
The following table highlights which user permissions are required to perform the described user action with the Payment Applications tool.
1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Payment application Contact on the commitment. See What is a payment application contact?
2 To perform this task, downstream collaborators should be designated as a payment application contact on the commitment. See What is a payment application contact?
3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as a payment application contact on the commitment. See What is a payment application contact? To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.
4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a payment application contact on the purchase order or subcontract.
5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as a payment application contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.
6 The payment application must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.