Main Contracts - User Permissions

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.