Projects and Construction: Predefined User Roles

Struggling to set up project and construction employees' access to needed resources? With predefined user roles in MYOB Acumatica 2025.2.1, it’s easy to control and set up access to project and construction capabilities.

Control Access with Built-In User Roles

A predefined set of project- and construction-related roles simplifies user access management. Assigning these roles prevents unauthorized access to sensitive data because users see only the forms they need in their daily work.

As a system administrator, you can assign the following predefined roles to users.


Role	Provides Access To	Description
PJ Admin	Construction management settings	Has access to construction-related configuration and maintenance forms—but not to forms with project-related documents, such as RFIs or project issues
PM Admin	Project management settings	Has access to configuration and mass processing forms—but not to forms with project-related documents
PM Financial Controller	Project-related financial analytics	Has full access to: Project budget, transactions, and quotes; change management documents; and project- and construction-related reports Tasks, events, activities, and incoming and outgoing emails Approvals, employee time cards and activities, equipment time cards, expense claims, and expense receipts AR and AP project-related reports Can view projects
PM Operations Manager	Project management analytics	Has access to financial and operational reports, including budgeting, with full access to: Budget and budget forecast, change management documents, date-sensitive cost projections, pro forma invoices, and project quotes Subcontracts and compliance management documents Tasks, events, activities, and incoming and outgoing emails Approvals, employee time cards and activities, equipment time cards, expense claims, and expense receipts AR and AP project-related reports Views daily field reports, photo logs, and submittals
PM Project Manager	Project management functions and analytics	Oversees project execution and oversight to meet the owner's (customer's or general contractor's) expectations. Has full access to: Projects, project tasks, budget and budget forecast, transaction details, commitments, date-sensitive cost projections, project quotes, and pro forma invoices Change management documents and subcontracts Daily field reports, photo logs, RFIs, project issues, and compliance management forms Tasks, events, activities, and incoming and outgoing emails Approvals, employee time cards and activities, equipment time cards, expense claims, and expense receipts AR and AP project-related reports Views progress worksheets, drawing logs, and submittals
PM Project Manager Assistant	Project administration functions and analytics	Manages project execution and oversight by performing operational work. Has full access to: Projects and their templates, project tasks and their templates, budget and budget forecasts, transaction details, commitments, and project transactions Project quotes, pro forma invoices, and their correction history Change management documents, subcontracts, submittals, expense receipts, and drawing and photo logs Project performance, profitability, and progress reports; vendor compliance documents; and lien waivers Daily field reports, photo logs, RFIs, project issues, and compliance management forms Expense claims and expense receipts Tasks, events, activities, employee time cards, incoming and outgoing emails AR and AP project-related reports Views approvals, employee time cards and activities, and weekly crew time entries
PM Superintendent	Project site-related functions	Oversees on-site daily activities, time and expenses, and approval processes, with full access to: Daily field reports, progress worksheets, project issues and RFIs, change management documents, and drawing and photo logs Change management and compliance documents Tasks, events, and activities; incoming and outgoing emails Approvals, employee time cards and activities, equipment time cards, expense claims, expense receipts, and weekly crew time entries Views subcontracts and submittals
PM Viewer	Read-only access to projects	Has view-only access to projects and project tasks