1. Construction PM
  2. Roles and permissions
Reference

Who can do what in Construction PM

Set clear ownership for site planning, labour approval and inspection decisions.

Who can do what

Permissions by role
RoleProjects and contractorsWork packages and site tasksTrades and labour timeRFIs and construction risksMilestones and site exceptionsReviews and inspection evidence
Project ManagerEditEditViewEditEditView
Site ManagerEditEditEditViewEditEdit
Trade LeadEditEditEdit—EditEdit
Crew MemberEditEditEdit—ViewEdit
Quality InspectorViewViewEditViewEditEdit
AdminEditViewEditView—View

Each role in detail

Project Manager

Owns the project programme, work packages and delivery exceptions.

Can

  • Manage construction projects, work packages, construction risks
  • View site tasks, site milestones, Timesheets, RF is site issues, inspection receipts

Starts on: Site Tasks In Flight

Site Manager

Coordinates the daily site plan and investigates labour approval results.

Can

  • Manage site tasks, site milestones, RF is site issues
  • View construction projects, work packages, trades crew, inspection evidence, Timesheets, inspection receipts

Starts on: Site Tasks In Flight

Trade Lead

Assigns work within a package and checks the crew's recorded progress.

Can

  • Manage site tasks, work packages
  • View trades crew, construction projects, Timesheets, RF is site issues

Starts on: Site Tasks In Flight

Crew Member

Records labour against the relevant project and task and raises site issues.

Can

  • Manage Timesheets, RF is site issues
  • View construction projects, work packages, site tasks, site milestones

Starts on: My Site Tasks

Quality Inspector

Reviews site evidence, subjects and unresolved issues.

Can

  • Manage inspection evidence, submittal reviews, RF is site issues
  • View site milestones, construction risks, inspection receipts, construction projects

Starts on: Site Milestones At Risk

Admin

Maintains people, organizations and application access.

Can

  • Manage Users, trades crew, clients contractors
  • View construction projects, work packages, inspection receipts

Set up Construction PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started