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

Task	Read Only	Standard	Admin
Bulk Edit Subcontractor Payment application Status with the Payment Applications Tool			¹
Bulk Send Subcontractor Payment applications to DocuSign® with the Payment Applications Tool			¹
Compile Subcontractor Payment application Backups with the Payment Applications Tool			¹
Configure Settings: Payment Applications			¹
Create Automatic Billing Periods			¹
Create Manual Billing Periods			¹
Create a Subcontractor Bill of Quantities (SBOQ)	²	²	¹
Edit Billing Periods			¹
Manage Billing Periods			¹
Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Payment Applications Tool	²	²

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.

Task	None	Read Only	Standard	Admin
Create a Main Contract Payment Applications
Create a Record for a Payment Received
Delete Main Contract Payment Applications
Edit Main Contract Payment Applications
Email Main Contract Payment Applications
Export Main Contract Payment Applications
View a Summary Preview of an Owner Payment application

Commitments

The following table highlights which user permissions are required to perform the described user action with the Payment Applications tool.

Task	Read Only	Standard
Accept or Decline an 'Invite to Bill' as a Payment Application Contact	⁴
Add a New Payment to the Payments Issued Tab of a Commitment
Add Payment application Contacts to a Purchase Order or Subcontract (Legacy)
Add Payment application Contacts to a Purchase Order or Subcontract
Add a Subcontractor BOQ to a Commitment
Create a Payment Issued
Create a Payment Application on Behalf of a Payment Application Contact		¹
Create a New Subcontractor Payment application as a Payment Application Contact		¹
Create a Subcontractor Payment application for Release of Retention		³
Create a Payment Received for a Main Contract
Delete a Subcontractor Payment application		⁶
Enable or Disable a Subcontractor BOQ Tab on a Commitment
Enable the Payments Issued Tab on a Commitment
Forward a Subcontractor Payment application by Email		²
Review a Subcontractor Payment application as a Payment Application Administrator
Review Payment Application Line Items as a Payment Application Contact		²
Revise & Resubmit a Subcontractor Payment application as a Payment Application Contact		⁴
Send an 'Invite to Bill' to a Payment Application Contact
Set or Release Retention on a Subcontractor Payment Application		³
Submit a New Payment application as a Payment Application Contact	¹	¹
Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Payment Applications Tool	⁵	⁵

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.