The capabilities that matter
project.manage is the big one. Everything structural goes through it.
Which roles hold them
These are the seeded defaults. Custom roles can mix them differently – see /team/custom-roles.
Finance owns money, not delivery. Finance can set a budget and read rates, but cannot create or restructure a project. Project Manager is the mirror image.
Capability is not scope
Holdingproject.manage does not mean you can manage every project.
A project manager scoped to their own projects holds
project.manage, but only over projects they manage or are staffed on. Both checks run on every action. See /projects/project-visibility.
What each capability unlocks on screen
- No project.manage
- project.manage
- budget.manage
- Cost visibility
- You can open projects within your reach and work their tasks.
- There is no Actions menu – no Archive, Delete or Restore.
- The Settings tab’s controls are unavailable to you.
- Section three-dot menus and Add section do not work.
Server-side enforcement
Every capability is re-checked when the change is written, not just when the button is drawn. Hiding a control is a convenience; the refusal is what actually protects the data. That means:- A saved link into a project you cannot reach behaves like a project that does not exist.
- A role change takes effect on your next action – no sign-out needed.
- A control you never see is also a control the server would refuse.
Cost visibility is not a plan question
Who may see cost is a capability. What your plan gates is one write: setting a cost rate requires Pro.
See /concepts/plans-and-features.
App gating
Projects live inside the Projects & tasks app.
Several project surfaces depend on other apps too:
See /concepts/apps-and-modules.
Example
At Northwind Studio, on Website Redesign:Common questions
Can a Member create a project?
Can a Member create a project?
Not by default. Add
project.manage to a custom role if you want them to.Can a Project Manager see project costs?
Can a Project Manager see project costs?
Only with
rate.viewCost or time.viewCost. The budget card and the cost column are separate gates on purpose.Why can Finance set a budget but not edit the project?
Why can Finance set a budget but not edit the project?
Because Finance owns the money surface, not delivery. If your finance lead also runs projects, build a custom role.
Can I grant permissions on one project only?
Can I grant permissions on one project only?
Capabilities are set on the role, not per project. What is per project is reach – who is on the roster. Combine a narrow scope with project membership to get the same effect.
Can I deny one person a capability their role holds?
Can I deny one person a capability their role holds?
Some capabilities can be denied per person. See /team/per-person-permissions.
Does the project manager get extra permissions?
Does the project manager get extra permissions?
Being the manager grants reach to that project. It does not grant capabilities – those come from the role.
Troubleshooting
Related guides
Roles and capabilities
All seven roles, all 66 capabilities.
Project visibility
The scope half of access.
Custom roles
Build a role that fits.
Per-person permissions
Deny a capability for one person.
Apps and modules
What switching an app off does.
Client permissions
The same model, for clients.