About Project Roles

Roles

Users must have the appropriate User Can permissions for the roles they are assigned
Permissions are selected in the User Profile, under the User Can section
See Create User for Head Contractors for more information about the User Profile.

Required Project Roles

Each project must have a user assigned to the following roles:

Project Manager (PM)
- Manages projects
- Edits the Work Breakdown
- Enters the progress claim
  Notes:
  - Until a Project Manager (PM) is assigned, the Enterprise or Local Administrator is the PM by default. Users with Create Projects permissions have the ability to assign or reassign project roles, whether or not they are Administrators.
  - Project Managers have the ability to assign or reassign project responsibilities, whether or not they have an Administrator user role.
Compliance Manager—Manages document compliance. A user must have the Manage Compliance permissions to create compliance requirements.
Progress Claim Approver—Approves progress claims.
Serial Signatory Approver The number of Serial Signatory Approvers will be dependent on the Payment Schedule Document you are using. One of each approver number will be required to sign Payment Schedules, in the order in which Approvers are assigned on this page.

Caution: Projects that use Conditional Approval Rules default to Serial Signatory Approval, but only the default approver set are listed on the Manage Project Users screen. Use the Project approval Rules link on the Manage Project User page to see non-default rules and Approvers that apply to contracts on a project.
Signer— Signs project documents on behalf of the company.

If your organisation decides to use TPM to disburse project funds to the Head Contractor or Subcontractors working on your project, you may also need to assign the Disburser role.

Disb0urser—Disburses company funds for the project. This role is not required when a user in your organisation has the Disburse Enterprise Wide Funds permission and uses the Enterprise Wide Disbursement feature.

See Enterprise Wide Disbursement.

Next: Assigning Users to Project Roles