Cost Management enables collaboration between contractors, owners, and suppliers through controlled access permissions. External partners can view and edit specific information assigned to them while maintaining project security.
The collaborative permission allows members to view and edit limited attributes on items assigned to them. To collaborate within Cost Management, every member needs an Autodesk Build license.
Suppliers can collaborate in multiple areas of Cost Management:
Request for Quotation and Change Orders
Provide work breakdown and pricing
Upload or download attachments
Export reports
Payment Applications
View and Response Access: Fill in and submit payment applications, view previous submissions, generate documents, upload attachments
Create, View, and Response Access: All view and response capabilities plus create billing periods, set due dates, delete applications (with status limitations)
Contract Management
Upload or download contract exhibits and attachments
To enable effective collaboration, ensure accurate company and contact information is configured in Company Setup.
Inviting Suppliers to Collaborate
To add a supplier as a collaborator:
Select the Members tool from the left menu.
Click Add members and enter the supplier's email.
Select the supplier's Company and Role. Ensure that the Access level is set to Project Member.
Click Send invitations.
Troubleshooting Collaboration Access
If collaboration access isn't working, verify:
Members tool: Supplier's email and name are linked with their company
Settings → Permissions: Company has Collaborator access to Contract tool
Contract flyout: Contact company matches supplier's company
Contract status: Contract is not in the Draft status
Owner Access to Main Contract
To give owners collaborative access for document uploads:
Go to the Settings tool.
Scroll down to the Company Setup section.
Select company and contact for the owner role.
In the main contract's flyout panel, assign the correct owner in Owner Details.
Owners with collaborative permission can view contract details in the Main Contract table and upload documents to the Attachment section. Access to individual SOV item links is restricted.
Advanced Collaboration Features
Collaborators as Reviewers
Collaborative users can participate in approval workflows:
Workflow-Based Reviews: Grant collaborate permissions in Settings for external companies to enable approval/rejection of OCOs and budget payment applications.
Manual Review Process:
Grant collaborate permissions to external companies in Settings
Select external architect in Architect Details for COR/OCO approval requests
Add external reviewers in the Additional Collaborators section outside workflow engine