About Project Roles

Required Project Roles

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

Project Manager (PM)
- Manages projects
- Edits the Schedule of Values
- Enters the invoice
  Note: Until a Project Manager (PM) is assigned, the Enterprise or Local Administrator is the PM by default. Users with the Create Projects permission have the ability to assign or reassign project roles, whether or not they are Administrators.
Compliance Manager—Manages document compliance. A user must have the Manage Compliance permission 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 organization has the Disburse Enterprise Wide Funds permission and uses the Enterprise Wide Disbursement feature.

Project settings may require a user assigned to the roles:

Invoice Approver—Approves invoices. 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.
Authorizer—Authorizes project disbursements. This role is added when the Require Disbursement Authorization project setting is chosen.
Owner Funding Manager—Tracks Owner funding and enters owner payment information. This role is added when the Track Owner Funding Date project setting is chosen.