Who Can See Actual Hours, Billable Hours, And Financial Data In Project Insight?

Project Insight uses role-based visibility rules to control who can see actual hours, billable hours, and financial information such as cost, price, billable totals, and invoiced amounts.

In this article, the word money refers to financial values calculated from hours, rates, actual totals, billable totals, and non-labor costs. Project Insight workspaces may use different currencies, so the term money is used broadly instead of referring only to dollars.

If a user fits into more than one role or category, they receive the greatest level of visibility available to them.

Who Can See Hours?

The following table explains who can see work hours, actual hours, and billable hours.

* These are system roles in the user profile. See the User System Roles article for more information.

Who Can See Financial Values?

The following table explains who can see work cost or price, actual cost, and billable price.

* These are system roles in the user profile. See the User System Roles article for more information.

Can I Restrict Visibility Further?

Yes. You can restrict financial visibility for Project Managers further if your organization does not want Project Managers to see certain actual, billable, or invoiced values.

1. Install the Project Budgets add-on if it is not already installed.
2. Click the Configure button for the Project Budgets add-on.
3. Scroll to the Actual & Billable Hours and Money Visibility Rules section.

The last four options in this section can restrict Project Managers from seeing some combination of:

• Actual cost
• Billable hours
• Billable totals
• Invoiced amounts

Select the restrictions that fit your company’s financial visibility policy, then click Save.

Common Questions

Can team members see financial values?

No. Team members can see their own work hours and actual hours, but they cannot see work cost, actual cost, or billable price.

Can Project Managers see financial values?

Yes, by default Project Managers can see financial values for projects where they are the Project Manager. Your organization can further restrict some of this visibility in the Project Budgets add-on configuration.

Who has the broadest visibility?

Roles such as PMO Manager, Time / Expense / Invoice Manager, Project Report Viewer, and Time/Expense Report Viewer may have broad visibility depending on their system role settings and access.

What happens if a user has multiple roles?

If a user fits into multiple categories, they receive the greatest level of visibility available to them.

In Short

Project Insight uses role-based rules to control visibility into actual hours, billable hours, and financial values. This helps organizations share the project financial information people need while protecting sensitive cost, billable, and invoicing data.