Projects
|
Project Manager |
Supervisor |
Contributor |
Supplier |
Client |
Spectator |
|
| Can create a new project linked to company* | ✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
| Can create single-user project | ✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
| Can add billing info in single-user project (new members can be added) to convert to standalone project | ✔️ |
✔️ |
⛔ |
⛔ |
⛔ |
⛔ |
| Can view project | ✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
| Can edit project details |
✔️ |
✔️ |
⛔ |
⛔ |
⛔ |
⛔ |
| Can enable/disable project feature set |
✔️ |
✔️ |
⛔ |
⛔ |
⛔ |
⛔ |
| Can fine-tune permissions for project members | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can import/replace project checklist | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can generate, view, download Checklist Report | ✔️ | ✔️ | ✔️ | ✔️ | ⛔ |
⛔ |
| Can generate, view, download Issues Report | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
⛔ |
| Can generate, view, download Project Report (Daily, Weekly) | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can view project member list | ✔️ | ✔️ | ✔️ | ✔️ |
✔️ |
⛔ |
| Can invite new members | ✔️ | ✔️ | ✔️ | ✔️ |
✔️ |
⛔ |
| Can block project members | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can mark project as completed | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can remove project** (auto-request sent to Fonn Support) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
⛔ |
* Only if the person is a member of the company's organisation in Fonn. Otherwise the project will be a stand-alone project with no link to the company and its organisation templates, and it will not be possible to invite other project members to the project via the company billing plan.
** Only the Project Owner can remove projects. They can do so regardless of role.
Checklists
|
Project Manager |
Supervisor |
Contributor |
Supplier |
Client |
Spectator |
|
| Can view checklist |
✔️ |
✔️ |
✔️ |
✔️ |
✔️* |
⛔ |
| Can add data to checklist item |
✔️ |
✔️ |
✔️ |
✔️ |
✔️* |
⛔ |
| Can update time spent, progress in checklist item |
✔️ |
✔️ |
✔️ |
✔️ |
✔️* |
⛔ |
| Can change checklist status (except verified status) |
✔️ |
✔️ |
✔️ |
✔️ |
✔️* |
⛔ |
| Can verify checklist item | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can edit checklist, incl. details in checklist items (responsible, dates, estimates) | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
* Only if Project Manager has given Client permission to view and update the project checklist in Project Settings.
Documents
|
Project Manager |
Supervisor |
Contributor |
Supplier |
Client |
Spectator |
|
|
Can view organisational folders* |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
| Can view public folders |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️*** |
| Can create private/public folder** |
✔️* |
✔️* |
✔️ |
✔️ |
✔️* |
⛔ |
| Can upload, update document in any folder (if access) | ✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can move, rename, delete own private/public folder | ✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can move, rename, delete own document |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can view all private folders | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can move, rename, delete someone else's private/public folder** |
✔️ |
✔️ |
⛔ |
⛔ |
⛔ |
⛔ |
| Can move, rename, delete someone else's document | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ | ⛔ |
| Can view Contracts folder |
✔️ |
✔️ |
⛔ |
⛔ |
✔️ |
⛔ |
| Can create private/public folder inside Contracts folder |
✔️ |
✔️ |
⛔ |
⛔ |
✔️ |
⛔ |
| Can upload, rename, move, remove document in Contracts folder |
✔️ |
✔️ |
⛔ |
⛔ |
✔️ |
⛔ |
| Can view Forms folder | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
⛔ |
| Can fill out new Form | ✔️ | ✔️ | ✔️ | ✔️ | ⛔ |
⛔ |
* Contracts folder has separate permissions, see separate line items.
** Does not apply to Contracts folder (move, delete), Checklist folder, Forms folder.
*** Does not apply to Forms folder.
Issues
|
Project Manager |
Supervisor |
Contributor |
Supplier |
Client |
Spectator |
|
| Can view public issue |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
| Can create new private/public issue |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can view private issue if assigned to it |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can add comment/entry to issue |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can invite member to issue |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can change own issue to private or public |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can add category, rename, resolve, reopen own issue |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can view any private issue | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can change someone else's issue to private or public | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can add category, rename, resolve, reopen someone else's issue | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can add Change Request to issue | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can remove member from issue | ✔️ | ⛔ | ⛔ | ⛔ | ⛔ |
⛔ |
Tasks
|
Project Manager |
Supervisor |
Contributor |
Supplier |
Client |
Spectator |
|
| Can view task |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
| Can create task in issue or from project landing page |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can rename, comment, complete, reject, reopen, re-assign, change due date, remove in own task |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
⛔ |
| Can rename, comment, complete, reject, reopen, re-assign, change due date, remove someone else's task | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
Change Requests
|
Project Manager |
Supervisor |
Contributor |
Supplier |
Client |
Spectator |
|
| Can view Change Request |
✔️ |
✔️ |
⛔ |
⛔ |
✔️ |
⛔ |
| Can add Change Request | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can accept/reject Change Request | ✔️ | ✔️ | ⛔ | ⛔ | ✔️ |
⛔ |
| Can delete pending Change Request | ✔️ | ✔️ | ⛔ | ⛔ | ⛔ |
⛔ |
| Can delete accepted/rejected Change Request | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
⛔ |
Coming soon:
- RFI
- Submittals
- Project reports
- Check-ins
- Offline mode
- Organisation panel
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