Oversite

All users can view projects they have been given access to.

Only Admins can see all projects, even if they have not been added as a user of the project.

Only Project Managers and Admins can access project settings, change a project's status, and delete a project.

Project Managers, Inspectors, and Viewers can only access projects they have explicitly been given access to.

- All users can view projects they have been given access to.
- Only Admins can see all projects, even if they have not been added as a user of the project.
- Only Project Managers and Admins can access project settings, change a project's status, and delete a project.
- Project Managers, Inspectors, and Viewers can only access projects they have explicitly been given access to.

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If you can't edit Pay Requests, inspections, change orders, etc., within a project, it is most likely because the project is in a COMPLETED state. Projects marked COMPLETED cannot be edited. You will need to change the project back to UNDER CONSTRUCTION to edit anything with the project.

A quick overview of the rules and workflows associated with projects.

Project Rules and Workflow

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Status	Rules
DRAFT	Only Admins and Project Managers can access. Only project settings can be accessed. Project retainage can be adjusted. Cannot add inspections, Pay Requests, change orders, or files. Cannot view the project dashboard. Projects can be deleted in this state.
UNDER CONSTRUCTION	Can be accessed by Admins, Project Managers, and other users have explicitly been given access. Project dashboard is accessible. Inspections, Pay Requests, and change orders can be created. Files can be uploaded to the File Cabinet. Project retainage settings cannot be changed. Projects cannot be deleted in this state.
COMPLETE	Can be accessed by Admins, Project Managers, and other users have explicitly been given access. All details of the project are locked and cannot be changed. Project settings cannot be changed. New inspections, Pay Requests, and change orders cannot be added. Current inspections, Pay Requests, and change orders cannot be edited or modified. Files cannot be modified or added in the File Cabinet. Projects cannot be deleted in this state.

Project Rules and Workflow

Users

Workflow

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