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| UDF Entity | Permissions Required |
|---|---|
| Client | Anyone with the global permission Clients set to Update |
| Engagement | The engagement manager or anyone with the cost center permission Maintain Projects and Engagements |
| Contract Line Item | The engagement manager or anyone with the cost center permission Maintain Projects and Engagements |
| Project | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Edit Project Info. Anyone with the cost center permission Maintain Projects and Engagements |
| Role | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Create Roles. Anyone with the cost center permission Maintain Projects and Engagements. |
| Task | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Edit Project Info. Anyone with the cost center permission Maintain Projects and Engagements |
| Budget Baselines | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Create Baselines or Edit and Delete Baselines. Anyone with the cost center permission Maintain Projects and Engagements. |
| Issue | Anyone who can edit an issue |
| Resource | Anyone with the cost center permission Maintain Resources |
| Time Cards | Anyone who can enter time. This feature is unsupported by /wiki/spaces/docworkspace/pages/10331051 and mobile time entry. |
| Cost Cards | Anyone who can enter costs. This feature is unsupported by /wiki/spaces/docworkspace/pages/10321998 and mobile expense entry. |
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