Project Manager Access Levels: What Admins Need to Know
Understand the three Project Manager configurations in PSOhub and choose the right financial visibility setting for your team
Published: 1 June 2026
Audience
- Admin
Objective
Understand what the Project Manager access level is, where it sits among the other access levels in PSOhub, and how to choose between its three financial security levels.
Introduction
The Project Manager access level in PSOhub is designed for users who own and run projects. A Project Manager can create and manage their own projects, plan resources, assign tasks, track time and expenses, and access project and personal dashboards.
What makes the Project Manager access level distinct from others — such as Team Member or Team Member Plus — is the degree of financial visibility it can be configured with. When setting up a Project Manager, admins control financial access using two toggles in the user settings: Allow financial access and Allow cost rate access. The combination of these two settings determines which of three configurations applies.
📌 Note: If a user with the Project Manager access level is added as a team member on a project they do not own, they will not be able to modify that project. Only the assigned project manager of a project can make changes to it.
Comparing the three Project Manager configurations
PSOhub offers three Project Manager configurations, each determined by the combination of two toggles in the user settings: Allow financial access and Allow cost rate access. The table below shows what each configuration unlocks across every module — use it to identify the right setting before navigating to the detailed article.
| Module or area | Project Manager | Project Manager with financial access | Project Manager with financial and cost rate access |
|---|---|---|---|
| Allow financial access toggle | Off | On | On |
| Allow cost rate access toggle | Off | Off | On |
| Projects (own projects) | Hours only — no monetary values | Full financials including amounts, budgets, and invoices | Full financials including amounts, budgets, and invoices |
| Quotes | No access | Full access | Full access |
| Resource Planning | Hours only — no rates or values | Selling rate and planned value visible | Selling rate and planned value visible |
| Profitability reports | No access | No access | Estimated and actual profitability, margin % |
| Invoices | No access | All invoices for owned or assigned projects | All invoices for owned or assigned projects |
| Tasks | Full access | Full access | Full access |
| Time & Expenses | Own entries only | Full access including rates and totals | Full access including rates and totals |
| Resources module | No Project Planning access | Project Planning access | Project Planning access |
| Contacts & Companies | No access | Full access | Full access |
| Dashboards | Personal and Project | Personal and Project | Personal and Project |
| Organizational settings | No access | No access | No access |
Choosing the right configuration
Project Manager (no financials)
Use this for Project Managers who manage delivery but have no involvement in pricing, billing, or cost management. They can run their projects, assign tasks, plan resources by hours, and track time — but no monetary values, rates, or invoices are visible anywhere in the platform. This is the right choice when your organization separates project delivery from financial oversight entirely, or when a PM works on internal projects with no commercial dimension.
Project Manager (financial access)
Use this for Project Managers who are responsible for the commercial health of their projects. They can see contract values, budgets, invoiced amounts, and resource rates based on selling prices — giving them enough visibility to track whether a project is on budget and flag risks early. Internal cost rates and profitability margins remain hidden, keeping sensitive cost data restricted to roles that need it. This is the most common configuration for client-facing project environments.
Project Manager (financial and cost rate access)
Use this for Project Managers who are accountable for both revenue and margin. In addition to full financial visibility, they can see internal cost rates for all resources and access estimated and actual profitability reports for their projects. This is appropriate for senior project managers, practice leads, or anyone whose performance is measured against margin targets rather than delivery alone.