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Default Permissions

Legend

Icon

Explanation

The permission is activated by default for this role.

The permission is deactivated by default for this role

The permission is internal only and cannot be activated for a role that includes external members.

Overview

Permission

Admin

Designer

Owner

Has access to Overview module

Can see Calibrate widget

Can see Components widget

Can see Costs Breakdown widget

Can see Estimate Summary widget

Can see Issues widget

Can see Project settings button

Vision

Permission

Admin

Designer

Owner

Has access to Vision module

Can see Cost Overview widget

Can see Program Overview widget

ForeSite

Permission

Admin

Designer

Owner

Can add Scenario

Can approve Scenario

Can edit Scenario

Can delete Scenario

Can add Markups

Can add Value Option Item

Can approve Value Option Item

Can delete Markups

Can delete Value Option Item

Can edit Markups

Can see Markups

Can add V.O. Item Scope

Can edit V.O. Item Scope

Can delete V.O. Item Scope

Can edit any Value Option Item, even those who are not assigned to the user

Can edit their own Value Option Item

Has access to ForeSite module

Can export ForeSite data

Can revert V.O. Item status

Can clone a V.O. Item

Target Value Design

Permission

Admin

Designer

Owner

Has access to Target Value Design module

Can edit Targets and Goals

Calibrate

Permission

Admin

Designer

Owner

Has access to Calibrate module

Can export Calibrate data

Procurement

Permission

Admin

Designer

Owner

Has access to Procurement module

Risk

Permission

Admin

Designer

Owner

Can export Risk data

Has access to Risk module

Reporting

Permission

Admin

Designer

Owner

Can add Custom Report

Can edit Custom Report

Can delete Custom Report

Has access to Reporting module

Can run Custom Report

Issue

Permission

Admin

Designer

Owner

Has access to Issue Management module

Can export Issue data

Project

Permission

Admin

Designer

Owner

Can add Project

Can edit Project

Can delete Project

Can invite members to project

Can manage NDA all projects in the business unit

Can manage NDA on projects they are a member of

Can add project group

Can access all projects within their assigned Business Units

Timeline

Permission

Admin

Designer

Owner

Can add Design Milestone

Can edit Design Milestone

Can delete Design Milestone

Has access to Timeline module

Can add Timeline Activity

Can edit Timeline Activity

Can delete Timeline Activity

Can add Timeline Contract Event

Can edit Timeline Contract Event

Can delete Timeline Contract Event

Can add Timeline Phase

Can edit Timeline Phase

Can delete Timeline Phase

Component

Permission

Admin

Designer

Owner

Can add Component

Can edit Component

Can delete Component

Has access to Components module

Estimate

Permission

Admin

Designer

Owner

Can create revised estimates

Can delete revised estimates

Can view revised estimates and variance columns

Can download an Estimate

Has access to Estimates module

Can upload an Estimate

Program

Permission

Admin

Designer

Owner

Has access to Program module

Portfolio

Permission

Admin

Designer

Owner

Has access to Portfolio module

Library

Permission

Admin

Designer

Owner

Can add Idea

Can edit Idea

Can delete Idea

Has access to Ideas Library module

Account Administration

Permission

Admin

Designer

Owner

Can edit Company Details

Can delete Users

Can see Users

Can manage Classification Standards

Can manage Users, Roles and Business Units access

Can impersonate a role

Format Settings

Permission

Admin

Designer

Owner

Can manage Format Settings

Public API

Permission

Admin

Designer

Owner

Can add API key

Can edit API keys

Can see API keys

Markup Templates

Permission

Admin

Designer

Owner

Can add Markup Templates

Can edit Markup Templates

Can delete Markup Templates

Can see Markup Templates

Can add Markup Templates Group

Can edit Markup Templates Group

Can delete Markup Templates Group

Can see Markup Templates Group

Has access to Markup Templates module

Dashboards

Permission

Admin

Designer

Owner

Can add Dashboard

Can manage All Project Dashboards

Concept Hub

Permission

Admin

Designer

Owner

Can add Concept Hub Analysis

Can edit Concept Hub Analysis

Can delete Concept Hub Analysis

Can see Concept Hub Analysis

Has access to Concept Hub module

Units of Measure

Permission

Admin

Designer

Owner

Can add Units of Measure

Can edit Units of Measure

Can delete Units of Measure

Has access to Units of Measure module

Custom Attributes

Permission

Admin

Designer

Owner

Can add Custom Attributes

Can edit Custom Attributes

Can delete Custom Attributes

Can add Custom Attribute Groups

Can edit Custom Attribute Groups

Can delete Custom Attribute Groups

Has access to the Custom Attributes module

Normalization Indices

Permission

Admin

Designer

Owner

Can add Normalization Indices

Can edit Normalization Indices

Can delete Normalization Indices

Can see Normalization Indices

Has access to Normalization Indices module

Bid Leveling

Permission

Admin

Designer

Owner

Has access to Bid Leveling module

Contingency

Permission

Admin

Designer

Owner

Can add Contingency transaction

Can delete Contingency transaction

Can edit Contingency transaction

Can view Contingency module

Content Management

Permission

Admin

Designer

Owner

Can upload files

Can create tags

Can edit file details

Can edit tags

Has access to Content Management module

Can delete files

Can delete tags

Design Management

Permission

Admin

Designer

Owner

Can create annotations

Can link annotations to entities

Can edit annotations

Can delete annotations

Can remove annotation-entity links

Can view annotations

Audit Trail

Permission

Admin

Designer

Owner

Has access to Audit Trail module

Amplify

Permission

Admin

Designer

Owner

Has access to Amplify module

Has access to MCP module

Shared Saved Views

Permission

Admin

Designer

Owner

Can delete shared saved views

Can edit and publish shared saved views

Can view shared saved views

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