1. CONSULT THE REPORTS
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      2. AGENCY MANAGEMENT
      3. 1. CONSULT THE REPORTS

      What permission do I need to access project reports?

      Set up your permissions to manage access to project reports for yourself and your collaborators.

      ✅ Make sure you are a member of the project.

      🔓 Required Permissions

      Permission management: Super Admin ⭐

      Access to project reports: Super Admin ⭐; Update Projects; Manage Costs; View Invoices.

      Reading time 5min
      Setup time 5min
      Steps 2

      SUMMARY

      I - MANAGE PROJECT PERMISSIONS

       

      I - MANAGE PROJECT PERMISSIONS

       

      Go to your profile > collaborators.

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      Then in Permissions.
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      Go to Project Level > click on a permission group.

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      Each user is assigned to a permissions group, which defines their access rights.

      By default, you will find the following groups: Admin,  Accountant,  Director,  Member, and Project Manager. Each of these groups has specific permissions for the projects they participate in. Here’s a detailed overview of these project permissions:

       

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      II - PROJECT MANAGEMENT REPORTS

       

      In the left-hand menu, click on Reports

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      In the project reports, find the list of project management reports:

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      To access the reports below, it is necessary to be a project member only.

      • Project timeline
      • Deliverables
      • Progress

       

      However, some reports require specific permissions in addition to being a member:

      • Project Summary = Update Projects ✅
      • Hours Spent = Update Projects ✅
      • Collaborator scheduling Progress = Update Projects ✅
       
       
      III - BUDGET REPORTS

       

      Discover the list of available budget reports below:

      To view the reports listed below, it is essential to be a project member.

      Here is the list of these reports, along with the "Manage fees" permission required to access each of them:

      • Budget
      • Budget Review
      • Billable Budget
      • Contractors Fees

       

      IV - INVOICING REPORTS

       

      In the section dedicated to projects, you will find a comprehensive list of invoicing reports:

      To access the reports listed below, it is essential to be a project member.

      Here is the list of these reports, along with the "View Invoices" permission required to access each of them:

      • Billed Progress
      • Billing Schedule
      • Invoicing History
      • Hours billable 
      • Account Statement
      • Invoicing Status
      • Invoices
      • Price Revisions
      • Contractor Invoicing

       

      V - COST REPORTS

       

      In the project reports, here is the list of cost reports:

      To view the reports listed below, it is essential to be a member of the relevant project.

      Here is the list of these reports, along with the "View Revenue" permission required to access each of them:

      • Expense Reports
      • Subcontractor Invoices

       

      VI - FINANCE REPORTS

       
      In the project reports, here is the list of finance reports:
      Here is the list of these reports, along with the "View Revenue" permission required to access each of them:
      • Invoicing
      • Margin
      • Invoicing forecast
      • Cost
      • Production Invoicing

       

       

      You are now familiar with the necessary permissions to access the various project reports. 🎉