| Projects | - Can edit projects.
- Can add partners.
- Can invite team members.
- Can invite customer team members.
- Can edit customer domains.
- Can set visibility.
- Can delete projects.
- Can manage which tabs in the project will be visible to the team and to customers.
- Cannot edit actual start date.
- Cannot edit actual completed date.
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| Project fields | - Can view project field values.
- Can edit project field values.
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| Note field values | |
| Project team member permissions | - Can associate project permissions to a project team member.
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| Phase | - Can create phase.
- Can manage phase visibility, Both.
- Can edit phase name.
- Can edit phase dates.
- Can edit phase effort.
- Can delete phases.
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| Tasks | - Can view tasks.
- Can create tasks, Private and shared.
- Can edit tasks.
- Can edit assignee.
- Can change status of the task.
- Can change start and due date.
- Can edit task name.
- Can edit task description.
- Cannot edit completed on date.
- Cannot edit started on date.
- Can edit effort.
- Can edit progress.
- Can edit priority.
- Can send messages.
- Can convert to milestone.
- Can mark task as at risk.
- Can mark task as private.
- Can move tasks across phases.
- Can request approval.
- Can add and edit attachments.
- Can delete attachments.
- Can create subtasks.
- Can create dependencies.
- Can delete tasks.
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| Task field values | - Can view task field values.
- Can edit task field values.
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| Spaces | - Can view documents.
- Can edit a document.
- Can edit the URL of an embedded document.
- Can rearrange documents.
- Can create a space, Private and Shared.
- Can create a document, Private and Shared.
- Can embed a URL.
- Can delete a space.
- Can delete a document.
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| Chat | - Can view project conversations.
- Can send messages.
- Can invite team members to a project conversation.
- Can edit name and description of a project conversation.
- Can create both private and shared conversations.
- Can delete a conversation.
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| Files and Folders | - Can view files and folders.
- Can create folders and upload files, Shared and private.
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| Status updates | - Can view published updates.
- Can create and publish status updates, Private and Shared.
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| Form responses | |
| Sprints | - Can create sprints.
- Can manage sprints.
- Can delete sprints.
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| Key events and Intervals | - Can view Key event and Interval field values.
- Can manage Key event and Interval field values.
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| Time tracking | - Can report time and submit timesheets.
- Can approve timesheets, Global, for all team members.
- Can add or change time entries while approving.
- Can approve their own timesheets.
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| Resource management | - Can view allocation totals.
- Can turn auto-allocations on/off for a project.
- Can manage level of effort planning.
- Can raise a resource request for a project.
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| Financials | - Can view financial fields and numbers.
- Can view Budgets and Revenue.
- Can view Bill rates.
- Cannot view Cost, Profit and margins.
- Can change billing type.
- Can change budgeted amount.
- Can change budgeted hours.
- Can apply and manage standard rate cards.
- Can apply and manage project-specific rate cards.
- Cannot manually override bill rates.
- Can manually override cost rates.
- Can edit currency on projects.
- Can edit subscription fields.
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| Revenue recognition entry | - Can view revenue recognition entries.
- Can create revenue recognition entries.
- Can manage revenue recognition entries.
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| Invoicing | - Can access invoices.
- Can create and edit invoices.
- Can request for approvals on invoices.
- Can edit approval requests on invoices.
- Can approve or reject approval requests assigned to them.
- Can approve or reject any approval requests on invoices.
- Can manually override invoice status to approved.
- Can create and manage payment records.
- Can create and manage write-off records.
- Can void an invoice.
- Can delete an invoice.
- Can apply a credit note to an invoice.
- Can remove an applied credit note from an invoice.
- Can view billing events for the project.
- Can create and manage billing events for the project.
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| Credit notes | - Can access credit notes and invoices.
- Can create and edit credit notes.
- Can void a credit note.
- Can delete a credit note.
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| Expenses | - Can create and manage expense budgets.
- Can view expenses and expense reports.
- Can create expenses and expense reports.
- Can submit expenses and expense reports.
- Can manage expenses and expense reports.
- Cannot manage billable defaults.
- Can approve or reject any expense.
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| Customer team member fields | - Can view customer team member field values.
- Can edit customer team member field values.
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| Change customer portal | - Can change customer portal from the project settings page.
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| Spotlight | - Can add or remove spotlight on resources.
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| Sheet | Sheets - Can view sheet tabs.
- Can create sheet tabs.
- Can edit sheet tab properties: assignee, status, due date, conditional highlights.
- Cannot rename a sheet tab.
- Can delete sheet tabs, Created by user.
- Can edit sheet properties: freeze, versions, comments, visualisations, run a scenario.
Sheet tab - Can view sheet columns.
- Can create sheet columns.
- Can edit sheet cell values.
- Can edit sheet column options.
- Can delete sheet columns, Created by user.
- Can manage sheet settings.
Sheet settings - Can create new sheet fields.
- Can edit existing sheet fields.
- Can delete sheet fields.
- Can create new sheet field sections.
- Can create sheet column sections.
- Can manage sheet permissions, All groups.
Sheet field values - Can view sheet field values.
- Can edit sheet field values.
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