Admin
Configures organization access and checks that project records and reviewers have clear ownership.
Can
- Manage Organizations, crew and subcontractors, clients owners, Users
- View Projects, operation receipts, review decisions
- Construction Projects PSA
- Roles and permissions
Who can do what in Construction Projects PSA
Give field, review, commercial and billing work clear owners.
Who can do what
| Role | Project and owner setup | Field work and milestones | Crew time and site costs | Review and evidence | Progress billing | Commercial oversight |
|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | View | View | View |
| Project Manager | — | Edit | View | Edit | Edit | Edit |
| Site Lead | — | Edit | View | Edit | Edit | Edit |
| Crew Member | — | Edit | Edit | Edit | View | Edit |
| Work Reviewer | — | View | — | View | View | View |
| Commercial Lead | — | View | — | View | Approve | Edit |
| Billing Clerk | — | View | — | View | Edit | Edit |
Each role in detail
Project Manager
Owns project setup, field handoffs and the decision to submit work for review.
Can
- Manage Projects, work packages, site milestones
- View subcontractor time, site expenses, progress billings, review decisions
Starts on: Site Expenses Awaiting Approval
Site Lead
Coordinates field delivery and milestone evidence with crew members.
Can
- Manage work packages, site milestones, record attachments
- View Projects, crew and subcontractors, subcontractor time
Starts on: Field workboard
Crew Member
Records personal work and site costs against assigned projects.
Can
- Manage subcontractor time, site expenses, work packages
- View Projects, site milestones
Work Reviewer
Reviews work package outcomes and helps resolve failed submissions.
Can
- View work packages, review decisions, Projects, record attachments, operation receipts
Starts on: Field workboard
Commercial Lead
Reviews milestone billing and contract consumption before invoicing.
Can
- Manage progress billings
- View Projects, work packages, operation receipts
Reviews and approves
- Approve site milestones
Starts on: Site Expenses Awaiting Approval
Billing Clerk
Tracks pay applications, due dates and received progress billings.
Can
- Manage progress billings
- View site milestones, Projects, operation receipts
Starts on: Progress Billings Overdue Or Disputed
Set up Construction Projects PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.