Use this dialog box to set access rights to a project for each user. You can set access rights individually for each Contract Management module.

Project

This read-only field contains the name of the project for which you are setting security access restrictions.

User

This read-only field contains the name of the Contract Management user for whom you are setting security access restrictions.

Note: The settings in this dialog box apply only to this user and project.

Set Access For All Modules

Click to open the Module Access Dialog Box, where you can set a user's access rights for all modules at one time.

Module section:

This section contains the names of the Contract Management modules to which you can set access rights. Select the appropriate options for the access rights you want to set for each module for this user. This controls access to all modules on the project tree.

View

Enables the user to view information for this module.

Add

Enables the user to add a new document in this module.

You must also have Edit rights to add line items to an existing document.

Edit

Enables the user to edit information, including adding line items, in this module.

Export

Enables the user to export from the module.

If the user does not have export rights, Contract Management removes all e_ reports from the report list when a user selects a .PBL file.

Delete

Enables the user to delete information in this module.

Notes:

• Clearing the options denies the user access to the module. The module will not appear in the Project View for that user.
• In order for the Request - Answer, Request - Question, and Request - Proposed Solution fields in the Module section of the User Project Access Dialog Box to be available for a user, the View option in the Module Requests field must be selected. Then, the Add option or the Edit option (or both) must be selected for those options to be available to the user. This only enables a user to answer a request, pose a question regarding a request, or propose a solution for a request. No other fields in the Requests section will be available to the user, unless they are set at the requests level.
• You can also give edit rights to the requests module, and view-only rights to the question, answer, and proposed solution fields.
• Add and edit rights differ for the question, answer, and proposed solution fields. Users that have only add rights can only enter text if the field is blank. Users must have edit rights to add more information.

Reject/Close Change Management

Select this option to authorize the user to reject or close Change Management documents. In addition to this authorization, this user also requires Edit access to the Change Management module.

Copy Commitments to Budget

Mark to authorize the user to add up commitments items from the Change Management Commitments section and generate a document in the Change Management Budget section.

Edit Original Estimate

Mark to authorize the user to edit the original estimate for a procurement item.

Apply/View Markup

Mark to authorize the user to apply markup to documents.

This also enables the markup feature for the Project Settings Dialog Box, contracts, purchase orders, and change orders. If this option is cleared, the Markup option will not appear in the Select an action drop-down list for those modules.

Update Submittals From Schedule

Mark to automatically update submittals from a P6 EPPM schedule. Edit access is needed for submittals in order to perform this function.

Notes:

• Issues - Linked documents that do not contain the restricted contact in the To/From fields will be filtered out of the Issues document window.
• Inbox - The rows are visible for all contacts, but the message You do not have proper access rights to view this document will appear if you try to open a document that does not contain the restricted contact abbreviation.

Approval section:

Use this section to select the documents the user can approve. The user also requires Edit access to the modules.

Contracts

Mark to authorize the user to approve contracts.

In the Limit: field to the right, enter the limit beyond which the user may not approve.

Purchase Orders

Mark to authorize the user to approve purchase orders.

In the Limit: field to the right, enter the limit beyond which the user may not approve.

Change Orders

Mark to authorize the user to approve change orders.

In the Limit: field to the right, enter the limit beyond which the user may not approve.

Requisitions

Mark to authorize the user to approve and certify requisitions.

In the Limit: field to the right, enter the limit beyond which the user may not approve.

Daily Reports

Mark to authorize the user to approve daily report documents.

Meeting Minutes

Mark to authorize the user to approve meeting minute documents.

Requests

Mark to authorize the user to approve RFI documents.

Procurement

Mark to authorize the user to approve procurement items documents.

Access by Company section:

Access by Company can be used to further restrict a user's access to project documents. For the Access by Company field, click Select and choose a company to associate with the current user. When a user is associated with a company, the user has access to documents that contain that company in the To or From fields of the document and to submittals in which that company is listed as the BIC.

Users can also view documents linked with a contract in which the user's associated company is listed as the To, From, or BIC. A request for information, notice, noncompliance notice, payment requisition, Change Management record, material record, or insurance record may be viewed through this method. Users can also view a material request that is linked to a requisition which is then linked to a contract in which the user's associated company is listed as the To or From.

Note: Access by Company, also known as contact-level security, is not enforced in the Companies and Cost Worksheets modules.
For example, contact-level security is not enforced in the Companies module. If you do not want users to see company documents, switch off their access rights in the Companies module as explained in the Module section.

How to access this dialog box:

1. Right-click on a project in the Project View and choose Project Access.
2. Click Edit next to a user in the Project Access Dialog Box.

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