Permissions

Main Contract

The following table highlights which user permissions are required to perform the described user action.

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task	None	Read Only	Standard	Admin
Add Financial Markup to Main Contract Variations (PCCOs)
Add a Related Item to a Main Contract Variation
Approve a Main Contract
Configure Advanced Settings: Main Contract
Create a CV From a PV
Create a Configurable PDF of an Owner Payment Application
Create Variation Request
Create Payment
Create an Owner Payment Application
Create a Main Contract		+	+
Create a Potential Variation 1
Create Main Contract Variation
Create Programme of Values (BOQ) from the Budget
Delete a Main Contract		+	+
Edit a CV Linked to a PV
Edit an Owner Payment Application's Configurable PDF View
Edit a Main Contract		+	+
Edit Advanced Settings Subtab in Main Contract
Email an Owner Payment Application
Email a Potential Variation (PV)
Email Main Contract
Enable Financial Markup on a Main Contract
Export a Configurable PDF of an Owner Payment Application
Export a Main Contract to DOCX or PDF 3
Export a Main Contract to PDF
Filter Main Contract Variations
Import a Main Contract CSV
Import a ProEst Estimate for the Main Contract BOQ
Remove a Potential Variation or Variation Request
Remove a Main Contract Variation
Search for and Add Filters to Main Contracts
Set or Release Retention For All Line Items For an Owner Payment Application
Set Up a Main Contract
View Main Contract  2
View the Change History of a Main Contract

¹ Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Main Contract.

² Users with 'Read Only' and 'Standard' level permissions can only view a main contract that is private if they have been added to the 'Private' drop-down list on the main contract.

³ Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.