Main Contracts - User Permissions

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Main Contract

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

Task	Read Only	Standard
Add Financial Markup to Main Contract Variations
Add a Related Item to a Main Contract Variation
Approve a Main Contract
Configure Advanced Settings: Main Contract
Create Variation Request
Create Payment Received for a Main Contract
Create Main Contract Payment Applications
Create a Main Contract	+	+
Create a Potential Variation for a Main Contract ¹
Create a Main Contract Variation
Create Bill of Quantities (BOQ) from the Budget
Delete a Main Contract	+	+
Edit a Commitment Variation Linked to a Potential Variation for a Main Contract
Edit a Main Contract ²	+	+
Edit the Advanced Settings on a Main Contract
Email Main Contract Payment Applications
Email a Potential Variation for a Main Contract
Email Main Contract
Enable Financial Markup on a Main Contract
Export Main Contract Payment Applications
Export a Main Contract ³
Filter Main Contract Variations
Import a Main Contract CSV
Remove a Variation from a Main Contract
Delete a Main Contract Variation
Search for and Add Filters to Main Contracts
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 PVs' tickbox 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.