How your permissions affect what report data is available to you

Your assigned permissions determine what data you can view in reports. In some cases, your permissions may restrict you from viewing certain reports entirely. In other cases, they may limit what fields and data display in reports.

The table below provides an overview of how permissions determine report data access for each Polaris role.

In order to view any reports, you need the Report User role assigned in your permission sets.

Role	What data they can view in reports
Administrator	Can view data in the User and Department templates for all users they have access to
Supervisor	Can only see data for employees they supervise Need View permission for each of the following to see that type of data: Timesheets Time Off Expenses
Project Manager	The following Project Management permissions determine what projects, clients, and programs they can view: My Projects, All Projects, Projects for My Clients, Projects in My Programs Clients for My Projects, All Clients, My Clients Programs for My Projects, All Programs, My Programs The following Project Management permissions determine what data they can view for each project: Projects - Required to view project report data Tasks - Required to view Task reports Team - Required to view Team reports Expense Codes - Required to view expense data (for example, actual expenses) Billing Data - Required to view billing data (for example, actual billing, actual billable hours, actual non-billable hours) Cost Data - Required to view cost data (for example, actual cost, actual normalized cost) Estimates - Required to view estimate fields (for example, estimated hours, remaining hours) CapEx/OpEx Data - Required to view cost type and actual CapEx and OpEx cost The above applies only to projects they have access to.
Resource Manager	Can view resource and project reports. Can be allowed to view cost data. Cannot view billing data.
Client Rep	Can view their own user data only
Billing Manager	Can view time and expense data for all users. Cannot view cost data.
Cost Manager	Can view time and expense data for all users. Cannot view billing data.
Schedule Manager	Can view their own user data only
User	Can view their own user data only

Help Administrators

How your permissions affect what report data is available to you

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