| BTHelp for BTSales | © BuildTopia 2008 |
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Revised April 24, 2009
The scheduling & purchasing roles and permissions are defined by the company, exclusive of the system defined Administrator role. The Scheduling/Purchasing Administrator role has full permissions on all functionality within the Scheduling & Purchasing module. This role is not editable.
Below lists the different permissions available and a brief description of what each permission. Please note that messages are not permission based. This allows you to control the messages sent to users within BuildTopia.
|
Permissions |
Description |
| General | |
|
Access PM Module |
Display the Scheduling & Purchasing button |
|
View Trade Partners |
Ability to view trade partners associated to the project |
| Purchase Orders | |
|
Print Pending Purchase Orders |
Ability to print pending purchase orders |
|
View Purchase Orders |
Ability to view purchase orders |
|
Generate Purchase Orders |
Ability to generate purchase orders |
|
Create Manual Purchase Orders |
Ability to generate manual purchase order |
| Release Manual Purchase Order | |
|
Edit Purchase Orders |
Ability to edit a purchase order |
|
Approve Purchase Orders |
Ability to approve purchase orders |
|
Partially Approve Purchase Orders |
Ability to approve a purchase order that is not complete. Ability to enter the received quantity on purchase order line items. User will be able to create a new purchase order for outstanding items. |
|
Void Purchase Orders |
Ability to void purchase orders |
|
Re-open Purchase Orders |
Ability to re-open approved or voided purchase orders and the purchase order has not been exported to the accounting system. |
| Reassign Purchase Orders | |
| Edit Purchase Order Variance Codes | |
| Activity List | |
|
View Activity List |
Ability to view the resource list |
|
Edit Activity List Schedule Tasks |
Ability to modify the schedule tasks linked to activities in the resource list. |
|
Add Activity to Activity List |
Ability to manually add additional activities to the resource |
| Edit Activity List | |
|
Delete Activities from Activity List |
Ability to manually remove activities from the resource list |
| Access Update Wizard | |
|
View Budgets |
Ability to view the budgets for a unit. |
|
Edit Original Budget |
Ability to manually modify the original budget on an activity on the resource list |
|
Edit Current Budget |
Ability to manually modify the current budget on an activity on the resource list |
| Apply COs to Activity Lists | |
| Schedule | |
|
View Schedule |
Ability to view the schedule on a unit |
|
Accept to Production & Generate Schedule |
Ability to accept lot from Sales and apply a schedule template to a unit |
|
Approve Schedules |
Ability to approve a schedule on a unit |
|
Pull Back Schedule |
Ability to pull a schedule back from a unit |
| Place Schedule on Hold | |
|
Edit Schedules |
Ability to manually modify the schedule on a unit |
| Edit Construction Log Variance Code | |
|
Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com |
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