Project Manager with Financials (No Cost Rate) Access Level & Permission
Understand what a Project Manager with financial access can see and do across PSOhub
Published: 1 June 2026
Audience
- Admin
Objective
Understand what the Project Manager with financial access configuration is, where it sits among the three Project Manager configurations in PSOhub, and what a user assigned this configuration can see and do.
Introduction
PSOhub has several access levels — including Admin, Team Member, and Team Member Plus — each designed for a different role in the organization. The Project Manager access level is built for users who own and run projects, and it comes in three configurations depending on how much financial visibility the user needs.
This article covers the middle configuration: Project Manager with financial access. The Allow financial access toggle is on and the Allow cost rate access toggle is off. This configuration is designed for Project Managers who need full visibility into project financials — including contract values, budgets, invoices, and resource selling rates — while keeping internal cost rates and profitability margins restricted.
A Project Manager in this configuration has access to Customers, Quotes, Projects, Tasks, Resources, Time & Expenses, Invoices, and Reports. They can create and manage their own projects with full financial visibility, work with quotes, manage and invoice their projects, and plan resources with selling rates visible. They have no access to cost rates, profitability reports, or organizational settings.
What a Project Manager with financial access can access
A Project Manager with financial access extends the base Project Manager configuration with full financial visibility across all modules. They can see contract values, budgets, selling rates, and invoices across their own projects. Internal cost rates and profitability margins remain hidden. Being added as a team member on another project does not grant modification rights — a Project Manager can only make changes to projects where they are the assigned project manager.
The table below summarizes what is included at this configuration. For a detailed breakdown of what a Project Manager with financial access can do in each module, see the section below.
| Module or area | Access |
|---|---|
| Customers | Contacts and Companies |
| Quotes | Create and manage own quotes with full financial information |
| Projects | View and manage own projects where assigned as Project Manager; view projects where assigned as Team Member |
| Tasks | Full access on own projects |
| Resources | Capacity Management, Forecast By Project, and My Planning |
| Time & Expenses | My Timesheets, My Scheduler, All Hours, All Expenses, Approval By Project Manager |
| Invoices | View and manage invoices across own and assigned projects |
| Reports | Project Portfolio and Personal Summary |
💡 Tip: A Project Manager can own projects and also be a team member on others. They can create, edit, and manage their own projects, but can only view and work on assigned tasks where they are a team member.
What a Project Manager with financial access can do in each module
Customers
In the Customers module, a Project Manager has access to Contacts and Companies. Contacts stores the individuals linked to customer accounts — including name, job title, email address, and phone number. Companies stores the organizations that projects and invoices are linked to. The Project Manager can view and manage both, and use them when creating quotes and projects.
Quotes
In the Quotes module, a Project Manager can create and manage their own quotes. The Quotes overview shows each quote's Stage, Date, Expiration Date, Customer, Quote Number, Name, and Sales Rep, along with summary figures for Total Value and Expected Profit.
When a quote is selected, contract lines are displayed with their Amount and Budget values, as well as the total quote value. When adding team members or roles to a quote, the Project Manager can see the Selling Rate but not the Cost Rate.
Projects
In the Projects module, a Project Manager can see all projects they own and projects they are assigned to. The project list shows financial summary figures — Total Amount, Total Budget, Total Used, and Unbilled Revenue — alongside Status, Customer, Project Number, Target Start Date, Expected End Date, Project name, Type, and Stage.
When a project is selected, the following tabs are available:
Financials displays the full contract structure with Amount, Budget, Used, and Invoiced values per contract line. The project sidebar shows financial summary data including Deal Amount, Total Project Value, and Invoicing settings.
Budget shows the budget grid for the project, where the Project Manager can review budgeted hours and values per contract line and resource.
Tasks gives access to the project's task lists, where work can be assigned, tracked, and updated.
Resource Planning shows team allocation and capacity for the project. Resources are displayed with their planned hours per month and selling rate values — no cost rates are visible.
Team lists all project members with their Role and Selling Rate. The Cost Rate column is visible but empty at this configuration level.
Hours shows all time entries logged against the project, filterable by date range, user, role, and customer.
Expenses shows all expenses submitted against the project, filterable by date range, user, and customer.
Invoices shows all invoices linked to the project, including their status, amounts, and due dates.
Report provides a project-level performance overview, including a performance timeline and financial insights such as completion percentage, budget used, and hours consumed.
Tasks
In the Tasks module, a Project Manager has access to two views from the navigation:
My Tasks shows the same personal task view with the same grouping and layout options.
All Tasks provides a centralized view of all tasks across all projects the user owns and projects where they are a team member. Tasks can be filtered by status, priority, and due date.
Resources
In the Resources module, a Project Manager with financial access has access to two views:
Forecast By Project shows resource planning across all projects, with planned hours and revenue per month broken down by project and business unit. The view can be toggled between Planned and Actuals, and between Hours and Revenue, and filtered by stage, type, and business unit.
My Planning shows the Project Manager's own planned hours across all assigned projects and contract lines, broken down by month.
Time and Expenses
In the Time & Expenses module, a Project Manager has access to the following from the navigation:
My Timesheets is the primary time entry view. The user can log time by week using the grouped timesheet grid, and retrieve planning, add lines, or copy from the previous week.
My Scheduler shows the Project Manager's personal absence and holiday schedule in a calendar view.
All Hours contains two tabs — My Hours and All Hours — showing time entries filterable by date range, user, role, customer, project, and classification.
All Expenses contains two tabs — My Expenses and All Expenses — showing expense entries filterable by date range, user, customer, project, project number, and line ID.
Approval By Project Manager is where a Project Manager reviews, approves, or rejects time entries submitted by team members on their projects. Rejected entries are returned to the team member for correction. This view is only active when Project Manager Approval for Hours is enabled for your organization.
📌 Note: Approval By Project Manager requires Project Manager Approval for Hours to be enabled at the business unit level by an Admin.
Invoices
In the Invoices module, a Project Manager can view and manage all invoices across their own and assigned projects. The Invoices overview shows summary figures for Outstanding, Overdue, Draft Value, and Paid amounts, filterable by All, To be approved, To be sent, Due today, and Overdue. From this module, the Project Manager can create new invoices, review draft invoices, and track payment status across their project portfolio.
Reports
In the Reports module, a Project Manager has access to two reports:
Project Portfolio shows an overview of the Project Manager's projects, including project health, budget burn, and milestone progress, as well as a project activities feed.
Personal Summary tracks the Project Manager's own target utilization, logged hours, active projects, and top 10 tasks to do.