About Project Roles

Required Roles

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

Project Manager (PM)
- Manages projects
- Edits the Work Breakdown
- Enters the Payment Application
  Note: 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.
Compliance Manager (Main Contractors)—Manages document compliance. A user must have the Manage Compliance permissions to create compliance requirements.
Signer—Signs project documents on behalf of the company
Disburser—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 Disburse Enterprise Wide Funds.

Project settings may require a user assigned to the roles:

Payment Application Approver—Approves Payment Applications . Approver roles differ slightly for projects with Parallel Signatory Approval, Serial Signatory Approval, and Conditional Approval.
Caution: Projects that use Conditional Approval Rules for subcontracts with Serial Signatory Approval do not show Conditional Approvers on the Project Users page. Use the Project Approval Rules link on the Manage Project User page to see rules and Approvers that apply to contracts on a project.

See Project Approval Rules.
Authoriser (Main Contractors)—Authorises project disbursements. This role is added when the Require Disbursement Authorisation Main Contractor project setting is chosen. As a Main Contractor, see Choose Project Settings.
Owner Funding Manager (Main Contractors)—Tracks owner funding and enters owner payment information. This role is added when the Track Owner Funding Date Main Contractor project setting is chosen. See Configuring Owner Funding Settings.