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To open an invoice you need the cost center permission View Projects for   or need to be on the PM teams for all projects on the invoice.Fields are only editable on draft invoices.

You can change fields on this tab if you have one of the following:edit UDFs:

  • If the invoice is not issued, and
  • If you have permission to edit the invoice either via Cost Center permission Create and Approve Invoices for the invoice cost center The system setting Project Manager Act as Finance flag AND you are on PM team for all on projects on the invoiceor via being on the PM teams of all projects or if, for permissioned UDFs, you have the associated custom global or cost center permission.