Project Manager with Financials & Cost Rate Access Level & Permission
Understand what a Project Manager with financial and cost rate access can see and do across PSOhub
Published: 1 June 2026
Audience
- Admin
Objective
Understand what the Project Manager with financial and cost rate 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 most advanced configuration: Project Manager with financial and cost rate access. Both the Allow financial access and Allow cost rate access toggles are on. This configuration is designed for Project Managers who are accountable for both revenue and margin — giving them full visibility into contract values, budgets, selling rates, internal cost rates, and profitability reports.
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, access profitability reports including cost rates and margin percentages, and plan resources with both selling and cost rates visible. They have no access to organizational settings.
What a Project Manager with financial and cost rate access can access
A Project Manager with financial and cost rate access extends the Project Manager with financial access configuration with full cost rate visibility and profitability reporting. They can see contract values, budgets, selling rates, internal cost rates, invoices, and estimated and actual profitability across their own projects. 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 and cost rate 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 including cost rates |
| 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 | 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 |
⚠️ Important: 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 and cost rate access can do in each module
Customers
In the Customers module, a Project Manager has access to Contacts and Companies. They can view and manage company and contact records across the organization.
Quotes
In the Quotes module, a Project Manager can see and manage their own quotes with full financial information. The quotes list shows Stage, Date From, Date To, Expiration Date, Customer, Quote Number, and Name.
When a quote is selected, the contract lines are displayed with the full financial breakdown, including Amount, Budget, and Total Quote Value. A Project Manager at this configuration level can also access the Estimated Profitability report for a quote, which displays the Budget (Sales) based on the selling rate, the Budget (Costs) based on the cost rate, Profit, and Profit Margin %.
When adding team members or roles to a quote, the Project Manager can see both the Selling Rate and the Cost Rate.
Projects
In the Projects module, a Project Manager can see all projects they own. The project list shows each project's Status, Customer, Project Number, Target Start Date, Expected End Date, Project Name, Type, and Stage.
When a project is selected, the Financials tab displays the full contract structure including monetary values — Amount, Budget, Used, Invoiced, and Delta per contract line. The Project Manager has access to all three profitability reports: Estimated Profitability, Actual Profitability, and Planned vs Used Hours. These reports include selling rates, cost rates, profit amounts, and margin percentages.
The project includes the following tabs: Tasks, Resource Planning, Team, Hours, Expenses, Invoices, and Reports.
In the Resource Planning tab within a project, a Project Manager can plan resources and manage capacity for projects they own. Resources are displayed with their planned hours per month, the selling rate, and the total planned value.
Tasks
In the Tasks module, a Project Manager has access to two views from the navigation:
My Tasks shows all tasks assigned to the Project Manager personally, grouped by Due Today, Due This Week, and Overdue. From this view, the user can update task status, log time directly on a task, and mark tasks as complete. Tasks can be viewed in List, Kanban, Grid, or Timeline layout.
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. The Assigned To column shows which resource or role is assigned to each task.
Resources
In the Resources module, a Project Manager has access to two views:
Forecast By Project shows resource planning across all projects, with planned hours per month broken down by project and business unit. The view can be toggled between Planned and Actuals, and between Hours and Revenue. It can also be 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. At this configuration level, the Project Manager can see the full Selling Rate and Total Amount for all entries.
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.
📌 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 has full access to all invoices for projects they own or are assigned to as a team member. The invoice list shows Date From, Date To, Expiration Date, Invoice Name, Invoice Number, Customer, and Project.
The Project Manager can create, view, and manage invoices directly from this module.
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.