This section contains all the additional roles created/added for projects360 and aec360 products, along with their associated duties. You’ll also find the corresponding license types required for each role.
Role – projects360 employee | License type – Team Member
Duties Access expense management workspace Approve changes to a project Approve modifications to worker images Approve modifications to worker professional experience Approve modifications to worker trusted position history Committed cost updates Create performance journal entries Daily timesheet entry duty Enhanced preview for released products Inquire into budget check errors or warnings Inquire into procurement category guidelines Inquire into your loaned equipment KPIDetailsGridDuty Maintain automatic workflow delegation Maintain confirmation of product receipts Maintain create time from my project activities Maintain electronic time registration Maintain project timesheets Maintain rejected confirmation of product receipts Maintain shopping carts Maintain the external catalog punchout. Maintains my project activities Overtime maintain duty Pay statement Pay statements report PayrollMyPayStatementInquire PMIPPTOBalancesCurrentWorkerBalanceMaintain ProjTimesheetDelegate SearchExistingFixes Send feedback Service operations for expense management Simple adjustments SysAppController TaskRecorder duty Teams chat with approver maintain Teams chat with project manager maintain Teams chat with resource maintain Timesheet line level approval Timesheet staging table entity maintain TSTimesheetMyTimesheetsEnable Use basic external functionality Use basic functionality View and complete questionnaires View basic information about workers in the system View the company directory
Role – projects360 project accountant | License type – Project and Finance
Duties Approve fixed-price revenue recognition Approve project timesheets Approve project transactions Approve purchase order Category reporting groups duty Configure and use project client add-in Contract agreement maintain Contract billing frequency Maintain Default Dimension Maintain Default dimension view Deferment maintain Deferment view Dim default rule entity maintain Dim default rule entity view Enable calendar management process Enable case management Enable resource management process Enable updates to logistics information Enhanced preview for released products Expense report maintain FlowViewFlowsDuty Forecast proposal maintain Forecast sales maintain Forecast sales packing slip maintain Generate proposal lines maintain Inquire eInvoice CFDI for project invoice Inquire into activities Inquire into customer master Inquire into estimate project master Inquire into fixed price projects revenue recognition Inquire into grant master Inquire into inventory status Inquire into missing timesheets Inquire into project budgets Inquire into project case progress Inquire into project category master Inquire into project contract master Inquire into project invoices Inquire into project master Inquire into project schedule master Inquire into project transaction status Inquire into purchase agreement master Inquire into purchase order to invoice progress Inquire into purchase order to invoice progress for public sector Inquire into purchase requisition Inquire into purchase requisition consolidation Inquire into request for quotation status Inquire into resource capacity Inquire into sales agreement master Inquire into sales order progress Invoice email maintain KPIDetailsGridDuty Maintain calendar master Maintain cases Maintain customer retention Maintain estimate project master Maintain fee management Maintain fixed price projects revenue recognition Maintain grant master Maintain invoice cancellation proposals Maintain invoice document review instructions Maintain invoice documents Maintain number sequence settings Maintain personal details using self service Maintain project activity cost tracking master Maintain project activity effort tracking master Maintain project activity master Maintain project budgets Maintain project cases Maintain project contract master Maintain project document print management settings Maintain project forecasts Maintain project invoice proposal Maintain project master Maintain project quotation Maintain project sales packing slips Maintain project schedule master Maintain project timesheets Maintain project transactions Maintain project transactions Maintain qualification view Maintain resource master Maintain vendor retention Maintain work locations Maintain workflow and alerts settings Overtime maintain duty Personal time off maintain Personal time off view PMIPBillingScheduleGroupsMaintain PMIPExpLineLevelWorkflowMaintain PMIPLanguageTableEntityMaintain PMIPProjProformaInvoiceRecordCleanupMaintain PMIPPTOBalancesApproverBalanceMaintain PMIPPTOBalancesCurrentWorkerBalanceMaintain PMIPPurgePTObalancesMaintain PMIPTimesheetCommentsPartMaintain PMIPUnitCodesEntryMaintain PMIPViewBillingInstructionsMaintain Project invoice journal maintain Project invoice journal view Project invoicing group maintain PTO assign approver maintain PTO Inquiry Maintain Purchase requisition workflow maintain Qualification set up maintain Reports Resource skill search maintain Resource skill search view Resourcing Revenue adjustments Review case process Review project control Review project control – cash flow Review project control – hour utilization Review project control – invoice control Role center URL redirection Run, or schedule, the exporting CFDI job. SearchExistingFixes Service to create Project WBS Simple adjustments Subcontractor reconciliation maintain SysAppController TaskRecorder duty Teams chat with approver maintain Teams chat with resource maintain TS workflow maintain TSTimesheetMyTimesheetsEnable Update categories on billing rules Use basic external functionality Use basic functionality Vendor invoices View goods receipt note View qualification view View relationship between mapping table and attribute table View sensitive bank account information for company accounts View tax document View tax document temporary table View tax document transaction View tax document transit relation WBS WBS Merge WIP aging report by project
Role – projects360 project manager | License type – Project
Duties Approve project timesheets Configure and use project client add-in Contract agreement maintain Contract billing frequency Maintain Dim default rule entity maintain Dim default rule entity view Enable updates to logistics information Enhanced preview for released products Expense report maintain Forecast proposal maintain Forecast sales maintain Forecast sales packing slip maintain Inquire eInvoice CFDI for project invoice Inquire into fixed price projects revenue recognition Inquire into missing timesheets Inquire into project budgets Invoice email maintain KPIDetailsGridDuty Maintain fee management Maintain fixed price projects revenue recognition Maintain invoice cancellation proposals Maintain invoice document review instructions Maintain invoice documents Maintain personal details using self service Maintain project activity cost tracking master Maintain project activity effort tracking master Maintain project activity master Maintain project document print management settings Maintain project sales packing slips Personal time off maintain Personal time off view PMIPBillingScheduleGroupsMaintain PMIPExpLineLevelWorkflowMaintain PMIPProjProformaInvoiceRecordCleanupMaintain PMIPPurgePTObalancesMaintain PMIPTimesheetCommentsPartMaintain PMIPUnitCodesEntryMaintain PMIPViewBillingInstructionsMaintain Project invoice journal maintain Project invoice journal view PTO assign approver maintain PTO Inquiry Maintain Reports Resource skill search maintain Resource skill search view Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Review case process Review project control – cash flow Review project control – hour utilization Review project control – invoice control Role center URL redirection Run, or schedule, the exporting CFDI job. Service to create Project WBS Simple adjustments Subcontractor reconciliation maintain Teams chat with approver maintain Teams chat with resource maintain TS workflow maintain TSTimesheetMyTimesheetsEnable Use basic external functionality Use basic functionality Vendor invoices View goods receipt note View relationship between mapping table and attribute table View sensitive bank account information for company accounts View tax document View tax document temporary table View tax document transit relation WBS WBS Merge
Role – AEC employee | License type – Team member
Duties Access expense management workspace AEC Employee project tasks maintain AEC Employee travel requisitions and expenses maintain AEC inquire into employee information view Approve changes to a project Approve modifications to worker images Approve modifications to worker professional experience Approve modifications to worker trusted position history Approve travel requisitions and expenses Committed cost updates Create performance journal entries Daily timesheet entry duty Enhanced preview for released products Inquire into budget check errors or warnings Inquire into procurement category guidelines Inquire into your loaned equipment KPIDetailsGridDuty Maintain automatic workflow delegation Maintain confirmation of product receipts Maintain create time from my project activities Maintain electronic time registration Maintain mobile timesheets Maintain project timesheets Maintain rejected confirmation of product receipts Maintain shopping carts Maintain the external catalog punchout. Maintain travel requisitions and expenses Maintains my project activities No access to Learning plans Overtime maintain duty Pay statement Pay statements report PayrollMyPayStatementInquire Power BI embedded report view ProjTimesheetDelegate PTO balances current worker balances maintain Quick project search for expense view SearchExistingFixes Send feedback Service operations for expense management SysAppController TaskRecorder duty Teams chat with approver maintain Teams chat with project manager maintain Teams chat with resource maintain Timesheet line level approval Timesheet staging table entity maintain TSTimesheetMyTimesheetsEnable Use basic external functionality Use basic functionality View and complete questionnaires View basic information about workers in the system View the company directory
Role – AEC project accountant | License type – Project and Finance
Duties Adjustment Request Maintain Approve fixed-price revenue recognition Approve project timesheets Approve project transactions Approve purchase order Billing schedule groups maintain Category reporting groups duty Configure and use project client add-in Contract agreement maintain Contract billing frequency Maintain Create archive file Current IP Billing Schedule Maintain Default Dimension Maintain Default dimension view Deferment maintain Deferment view Dim default rule entity maintain Dim default rule entity view Enable calendar management process Enable case management Enable resource management process Enable updates to logistics information Enhanced preview for released products ETC EAC Cost multiplier maintain Exp line level worflow maintain Expense report maintain FlowViewFlowsDuty Forecast proposal maintain Forecast sales maintain Forecast sales packing slip maintain Generate proposal lines maintain Inquire eInvoice CFDI for project invoice Inquire into activities Inquire into customer master Inquire into estimate project master Inquire into fixed price projects revenue recognition Inquire into grant master Inquire into inventory status Inquire into missing timesheets Inquire into project budgets Inquire into project case progress Inquire into project category master Inquire into project contract master Inquire into project invoices Inquire into project master Inquire into project schedule master Inquire into project transaction status Inquire into purchase agreement master Inquire into purchase order to invoice progress Inquire into purchase order to invoice progress for public sector Inquire into purchase requisition Inquire into purchase requisition consolidation Inquire into request for quotation status Inquire into resource capacity Inquire into sales agreement master Inquire into sales order progress Invoice Aging List Maintain Invoice email maintain Invoices Approval Maintain KPIDetailsGridDuty Language table entity maintain Maintain calendar master Maintain cases Maintain customer retention Maintain estimate project master Maintain fee management Maintain fixed price projects revenue recognition Maintain grant master Maintain invoice cancellation proposals Maintain invoice document review instructions Maintain invoice documents Maintain number sequence settings Maintain personal details using self service Maintain project accountant dashboard Maintain project activity cost tracking master Maintain project activity effort tracking master Maintain project activity master Maintain project budgets Maintain project cases Maintain project contract master Maintain project document print management settings Maintain Project Fee Management Accountant Maintain project forecasts Maintain project invoice proposal Maintain project manager dashboard Maintain project master Maintain project quotation Maintain project sales packing slips Maintain project schedule master Maintain project timesheets Maintain project transactions Maintain qualification view Maintain resource master Maintain vendor retention Maintain work locations Maintain workflow and alerts settings Maintains project accounting Maintains project management My Project Tasks My Timesheets Maintain My PTO Assigned To Me No access to Learning plans Overtime maintain duty Personal time off maintain Personal time off view PM Worker Card Maintain PMBIExpenseLineLevelApprovalMaintain Power BI embedded report view Pre Billing Schedule Maintain Progress billing phase maintain Project Fee Management Maintain Project invoice journal maintain Project invoice journal view Project invoicing group maintain Project proforma invoice record cleanup maintain ProjProjectManagementWorkspaceInquire PTO assign approver maintain PTO balances approver maintain PTO balances current worker balances maintain PTO Inquiry Maintain Purchase requisition workflow maintain Purge PTO balances maintain Qualification set up maintain Reports Resource skill search maintain Resource skill search view Resourcing Revenue adjustments Review case process Review project control Review project control – cash flow Review project control – hour utilization Review project control – invoice control Role center URL redirection Run, or schedule, the exporting CFDI job. SearchExistingFixes Service to create Project WBS Subcontractor reconciliation maintain SysAppController TaskRecorder duty Teams chat with approver maintain Teams chat with resource maintain Timesheet comments part maintain Timesheet Line Level Approval Maintain Trv Expense Report List TS workflow maintain TSTimesheetMyTimesheetsEnable Unit codes entry maintain Update categories on billing rules Use basic external functionality Use basic functionality Vendor invoices View billing instructions maintain View financial period close processes View goods receipt note View qualification view View relationship between mapping table and attribute table View sensitive bank account information for company accounts View tax document View tax document temporary table View tax document transaction View tax document transit relation WBS WBS Merge WIP aging report by project
Role – AEC project manager | License type – Project
Duties Adjustment Request Maintain AEC Fee management maintain AEC Ledger postings maintain Approve project timesheets Billing schedule groups maintain Configure and use project client add-in Contract agreement maintain Contract billing frequency Maintain Create archive file Current IP Billing Schedule Maintain Dim default rule entity maintain Dim default rule entity view Enable updates to logistics information Enhanced preview for released products ETC EAC Cost multiplier maintain Exp line level worflow maintain Expense report maintain Forecast proposal maintain Forecast sales maintain Forecast sales packing slip maintain Inquire eInvoice CFDI for project invoice Inquire into fixed price projects revenue recognition Inquire into missing timesheets Inquire into project budgets Invoice Aging List Maintain Invoice email maintain Invoices Approval Maintain KPIDetailsGridDuty Maintain fee management Maintain fixed price projects revenue recognition Maintain invoice cancellation proposals Maintain invoice document review instructions Maintain invoice documents Maintain personal details using self service Maintain project activity cost tracking master Maintain project activity effort tracking master Maintain project activity master Maintain project document print management settings Maintain project manager dashboard Maintain project sales packing slips Maintains project management My Project Tasks My Timesheets Maintain My PTO Assigned To Me Personal time off maintain Personal time off view PM Worker Card Maintain PMBIExpenseLineLevelApprovalMaintain Pre Billing Schedule Maintain Progress billing phase maintain Project Fee Management Maintain Project invoice journal maintain Project invoice journal view Project proforma invoice record cleanup maintain Project resource plan edit Project Task Missing Timesheets Maintain ProjTimesheetDelegate PTO assign approver maintain PTO Inquiry Maintain Purge PTO balances maintain Reports Resource skill search maintain Resource skill search view Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Review case process Review project control – cash flow Review project control – hour utilization Review project control – invoice control Role center URL redirection Run, or schedule, the exporting CFDI job. Service to create Project WBS Subcontractor reconciliation maintain Teams chat with approver maintain Teams chat with resource maintain Timesheet comments part maintain Timesheet Line Level Approval Maintain Trv Expense Report List TS workflow maintain TSTimesheetMyTimesheetsEnable Unit codes entry maintain Use basic external functionality Use basic functionality Vendor invoices View billing instructions maintain View goods receipt note View relationship between mapping table and attribute table View sensitive bank account information for company accounts View tax document View tax document temporary table View tax document transit relation WBS WBS Merge
Role – AEC principal | License type – Project
Duties Access expense management workspace Adjustment Request Maintain AEC Employee enable expense managment process maintain AEC Employee project tasks maintain AEC Employee travel requisitions and expenses maintain AEC inquire into employee information view Approve changes to a project Approve modifications to worker images Approve modifications to worker professional experience Approve modifications to worker trusted position history Approve project timesheets Billing schedule groups maintain Committed cost updates Configure and use project client add-in Contract agreement maintain Create archive file Create performance journal entries Current IP Billing Schedule Maintain Dim default rule entity maintain Dim default rule entity view Enable updates to logistics information Enhanced preview for released products Exp line level worflow maintain Expense report maintain Forecast proposal maintain Forecast sales maintain Forecast sales packing slip maintain Inquire eInvoice CFDI for project invoice Inquire into budget check errors or warnings Inquire into fixed price projects revenue recognition Inquire into missing timesheets Inquire into procurement category guidelines Inquire into project budgets Inquire into your loaned equipment Invoice Aging List Maintain Invoice email maintain Invoices Approval Maintain KPIDetailsGridDuty Maintain automatic workflow delegation Maintain confirmation of product receipts Maintain create time from my project activities Maintain electronic time registration Maintain fee management Maintain fixed price projects revenue recognition Maintain invoice cancellation proposals Maintain invoice document review instructions Maintain invoice documents Maintain mobile timesheets Maintain personal details using self service Maintain project activity cost tracking master Maintain project activity effort tracking master Maintain project activity master Maintain project document print management settings Maintain project manager dashboard Maintain project sales packing slips Maintain project timesheets Maintain rejected confirmation of product receipts Maintain shopping carts Maintain the external catalog punchout. Maintains my project activities Maintains project management My Project Tasks My Timesheets Maintain My PTO Assigned To Me No access to Learning plans Overtime maintain duty Pay statement Pay statements report PayrollMyPayStatementInquire Personal time off maintain Personal time off view PM Worker Card Maintain PMBIExpenseLineLevelApprovalMaintain Power BI embedded report view Pre Billing Schedule Maintain Progress billing phase maintain Project Fee Management Maintain Project invoice journal maintain Project invoice journal view Project proforma invoice record cleanup maintain ProjTimesheetDelegate PTO assign approver maintain PTO balances current worker balances maintain PTO Inquiry Maintain Purge PTO balances maintain Reports Resource skill search maintain Resource skill search view Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Revenue adjustments Review case process Review project control – cash flow Review project control – hour utilization Review project control – invoice control Role center URL redirection Run, or schedule, the exporting CFDI job. SearchExistingFixes Send feedback Service operations for expense management Service to create Project WBS Subcontractor reconciliation maintain SysAppController TaskRecorder duty Teams chat with approver maintain Teams chat with project manager maintain Teams chat with resource maintain Timesheet comments part maintain Timesheet line level approval Timesheet Line Level Approval Maintain Timesheet staging table entity maintain Trv Expense Report List TS workflow maintain TSTimesheetMyTimesheetsEnable Unit codes entry maintain Use basic external functionality Use basic functionality Vendor invoices View and complete questionnaires View basic information about workers in the system View goods receipt note View relationship between mapping table and attribute table View sensitive bank account information for company accounts View tax document View tax document temporary table View tax document transit relation View the company directory WBS WBS Merge
Role – Restrict access to cost prices | License type – None
Duties PMIPRestrictCostPrice