About Required Project Rules
Each project must have a user assigned to the roles:
- Project Manager (PM)
- Manages projects
- Edits the Work Breakdown
- Enters the Payment application
Project Managers have the ability to assign or reassign project responsibilities, whether or not they are Administrators. Until a Project Manager (PM) is assigned, the Enterprise Administrator is the Project Manager by default.
- Compliance Manager: Manages document compliance
Note: VAT Invoice Only Subcontractors (VAT Subs) do not need a Compliance Manager.
- Signer: Signs project documents on behalf of the company
See User Roles List for Subcontractors for more information about User Roles.
Last Published Wednesday, July 10, 2024