Setting Required Permissions for Purchase to Project Custom Roles

To set the required permissions for custom roles:

1. Go to Setup > Users/Roles > Manage Roles.

2. Click Edit beside the custom role.

   The following permission levels are available:

   • View – Users with this permission can only view records.

   • Create – Users with this permission can create and view records.

   • Edit – Users with this permission can create, view, and edit records.

   • Full – Users with this permission can create, view, edit, and delete records.

   Refer to the following table for the custom roles required for this SuiteApp and the corresponding minimum permissions required for these roles.

   Custom Role	Subtab	Permission	Minimum Permission Level Required
   Project Manager	Transactions	Bills	Edit
   		Invoice	View
   		Purchase Order	Edit
   	Lists	Customers	View
   		Projects	Edit
   		Project Tasks	Edit
   		Vendors	View Note: You need Edit permission to tag a vendor as a project vendor. For more information, see Tagging a Vendor as a Project Vendor.
   	Setup	(Optional) Import CSV File	Full
   		(Optional) Set Up Company	View
   Consultant	Transactions	Bills	View
   		Invoice	View
   		Purchase Order	Edit
   	Lists	Customers	View
   		Projects	View
   		Project Tasks	Create
   		Vendors	View Note: Edit permission is required for a role to be able to tag a vendor as a project vendor. For more information, see Tagging a Vendor as a Project Vendor.
   	Setup	(Optional) Import CSV File	Full
   		(Optional) Set Up Company	View

Related Topics

• Setting Up the Purchase to Project SuiteApp
• Customizing or Creating NetSuite Roles
• Setting Employee Restrictions for the Purchase to Project Custom Consultant Role

General Notices