Permissions: Proposals
The permissions for proposal-related features affect the proposal management capabilities of a role, and they control what a role can do with proposal settings.
A role's ability to toggle between input hours/units/cost totals and direct cost totals on the Estimates page is also determined here.
| Feature | Access | Edit | Add | Delete |
|---|---|---|---|---|
| Proposals | View, sort, and select proposals on the Proposals page. | Access/Edit/Add/Delete all other proposal-related features (according to their enabled permissions). | Create and copy proposals. |
Permanently delete proposals. Anybody with permission to delete proposals can also delete locked and unlocked proposals from ProPricer™ EstimatorFLEX. |
| Proposal Properties | View the Properties settings. | Change the Properties settings. | Not applicable. | Not applicable. |
| Proposal Integration | View the Integration settings. | Change the Integration settings. | Not applicable. | Not applicable. |
| Proposal Configuration/Estimates | View the Configuration settings and Estimates settings. | Change the Configuration settings and Estimates settings. | Not applicable. | Not applicable. |
| Proposal Workflow | View the Workflow settings. | Change the Workflow settings. | Not applicable. | Not applicable. |
| Proposal Information | View the Information settings. | Change the Information settings. | Not applicable. | Not applicable. |
| Proposal Text | View and enter information in the Text settings, without the ability to save changes. | Save the Text settings. | Not applicable. | Not applicable. |
| Local Custom Resource Fields | View the properties of proposal-level custom resource fields and field values. | Change the properties of custom resource fields and field values. | Create custom resource fields and field values. | Permanently delete custom resource fields and field values from proposals. |
| Local Custom Task Fields | View the properties of proposal-level custom task fields and field values. | Change the properties of custom task fields and field values. | Create custom task fields and field values. | Permanently delete custom task fields and field values from proposals. |
| Direct Cost | View direct cost totals in proposals. | Not applicable. | Not applicable. | Not applicable. |
| Total Price | View price totals in proposals. | Not applicable. | Not applicable. | Not applicable. |
| Lock/Unlock Proposals | Lock and unlock proposals on the Proposals page. | Not applicable. | Not applicable. | Not applicable. |
| Access Tag Info | View the access tags assigned to proposals, PBS elements, and tasks. | Change the access tags assigned to proposals, PBS elements, and tasks. | Not applicable. | Not applicable. |
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