The following capabilities assume that the user has been given access/edit rights to the documents and sections in question. See Document Update Rights and General Document Capabilities.
DOC | Post Expenses (RI)
- R is a required permission for this capability.
- I allows the user to post expenses.
DOC | Post Revenue (RI)
- R is a required permission for this capability.
- I allows the user to post revenue.
PAGE | Select/Designate target SOV Line for Change Item (R)
- R allows the user to designate where Change Items will be listed in the SOV workbook.
DOC | Change Order Linking (RIS)
- R is a required permission for this capability.
- I allows the user to create a CCO, Commitment or RFQ document from the Budget Entries window.
- S allows the user to break an RFQ out of a Change Order workflow and create an independent CCO or Commitment from the RFQ.
PAGE | ItemTask/Budget Detail (R)
- R allows the user to view and access the Budget Entries from a Change Item on the CI tab. What the user is allowed to do in Budget Entries comes from permissions for the Items and Doc type, but see Permissions for any item on the document below.
DOC | Permissions for any item on the document (RS)
- R allows the user to view Items on a document (in grid view only) even if not a Collaborator and even if the document is closed.
- S allows the user to expand Items even if not a Collaborator and even if the document is closed. Note: this permission is required in order to expand budget entries on a CI tab once the document is closed.
PAGE | Document Save Confirmation (everyone) (R)
- R allows the user to confirm saving of CCOs when posting expenses on a Change Order.
DOC | Permissions for any item on the document (RUDS)
- R allows the user to view Change Items on the document (in grid view only) even if not a Collaborator and even if the document is closed.
- U + D allow the user to delete Change Items even if not a Collaborator.
- U + S allow the user to update Change Items even if not a Collaborator.
- S allows the user to expand Change Items even if not a Collaborator and even if the document is closed. Note: this permission is required in order to expand budget entries on a CI tab once the document is closed.
Note:
In order for a user to be able to Get Existing Items from the CI tab, the user must have Document Access to the Change Item Register also.