About Project Roles

Required Project Roles

Each project must have a user assigned to the Project Manager (PM) role.

A PM:

Manages projects
Edits the Schedule of Values (companies acting as a General Contractor or Subcontractor organization)
Enters the invoice (companies acting as a General Contractor or Subcontractor organization)
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.

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

Disbursers: Release 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.

Next: Assigning Users to Project Roles