Table

Permissions

Name

Why Siteline needs it

CR_BID_ITEM_DES_MC

SELECT

Bid Item Description

Reads the display names of billing groups on unit-price contracts, so unit-price schedule of values lines come into Siteline with the same labels you use in Spectrum.

CR_CHANGE_ORDER_HEADER_MC

SELECT

Change Order Header

Reads the description, status and approval date of each change order, so change orders entered directly against a contract arrive in Siteline dated and flagged rather than mixed in with original contract scope.

CR_CHNG_ORD_REV_MC

SELECT

Change Order Revenue Detail

Reads the billing amounts on change orders entered directly against a contract, rather than through a change request. Without it those change orders come into Siteline with no value.

CR_CHNG_REQ_CON_DET_MC

SELECT

Change Request Contract Detail

Reads the cost breakdown on each change request so Siteline can show what the change order covers.

CR_CHNG_REQ_HDR_MC

SELECT

Change Request Header

Reads your change requests — number, description, and approval date — so Siteline can bring change orders onto the schedule of values.

CR_CHNG_REQ_REV_MC

SELECT

Change Request Revenue Detail

Reads the billing amounts on each change request, which become the change order line amounts in Siteline.

CR_CONTRACT_MASTER1_V

SELECT

Contract Master

Reads each prime contract — contract number, customer, contract date, retention percentage, and tax code — which Siteline uses to set up the project.

CR_CUSTOMER_MASTER_MC

SELECT

Customer Master

Reads your customer list so Siteline can show the correct general contractor on each project and invoice.

CR_DRAW_REQUEST_DETAIL_MC

SELECT

Draw Request Detail

Reads the schedule of values line items on fixed-price contracts, so your billing breakdown in Siteline matches Spectrum.

CR_DRAW_UNIT_PRICE_BILL_MC

SELECT

Draw Unit Price Billing

Reads the schedule of values line items on unit-price contracts — the bid items you bill against.

CR_INVOICE_DETAIL_MC

INSERT

Customer Invoice Detail

Writes one line per schedule of values item when you sync a pay app, so the invoice in Spectrum carries your full billing breakdown rather than a single total.

CR_INVOICE_HEADER_MC

SELECT, INSERT

Customer Invoice Header

Writes the invoice itself when you sync a pay app, and reads existing invoices to avoid creating a duplicate invoice number and to tell when an invoice has been posted.

CR_PAY_ADJUST_HISTORY_MC

SELECT

Payment and Adjustment History

Reads the payments your customers have made against invoices, so Siteline can mark pay apps as paid automatically.

CR_SALES_TAX_MASTER_MC

SELECT

Sales Tax Master

Reads your sales tax codes and rates so Siteline can apply the right tax to a pay app.

CR_TERMS_MASTER_MC

SELECT

Terms Master

Reads your payment terms (for example "Net 30") so Siteline can show the description rather than a bare code.

CR_TRANSACTION_MC

SELECT

A/R Transaction Codes

Reads the receivable G/L account your A/R transaction codes are set up with. Invoices Siteline creates need it to post; without this access they arrive with a blank A/R G/L account.

JC_JOB_CASH_FLOW_MC

SELECT

Job Cash Flow

Reads the total cost booked to each job, used on cost and margin views.

JC_JOB_MASTER_MC

SELECT

Job Master

Reads your jobs — name, number, and address — which become projects in Siteline. Also provides the list of company codes shown during setup.

JC_PHASE_MASTER_MC

SELECT

Phase Master

Reads your cost codes (phases) and their original estimated budgets.

JC_PROJECTED_ESTIMATED_BY_JOB_MC

SELECT

Projected and Estimated Cost by Job

Reads projected cost per job. This is the default source; your company can point Siteline at a different projected-cost field in settings.

JC_TRANSACTION_HISTORY_MC

SELECT

Job Transaction History

Reads posted job cost transactions, used to break cost down by cost code.

PO_PURCHASE_ORDER_HEADER_MC

SELECT

Purchase Order Header

Reads your purchase orders so Siteline knows which vendors are committed on a job, for lower-tier lien waiver tracking.

VN_CHNG_REQ_SUB_HDR_MC

SELECT

Subcontract Change Request Header

Reads the executed change orders on each subcontract so lower-tier lien waivers show the correct approved change order total for that vendor.

VN_GL_DISTRIBUTION_DETAIL_MC

SELECT

Vendor GL Distribution Detail

Reads the line items on vendor invoices, including which job each line hits.

VN_GL_DISTRIBUTION_HEADER_MC

SELECT

Vendor GL Distribution Header

Reads the vendor invoices you have entered, so Siteline can populate lower-tier lien waivers with real invoice amounts.

VN_PAYMENT_HISTORY_MC

SELECT

Vendor Payment History

Reads the payments you have issued to vendors so Siteline can show payment status on lower-tier lien waivers.

VN_SUBCONTRACT_MC

SELECT

Subcontract

Reads your subcontracts — original amount, billed to date, and retention — so Siteline knows each vendor commitment on a job.

VN_VENDOR_CONTACT_DETAIL

SELECT

Vendor Contact Detail

Reads vendor contact names and email addresses so Siteline can send lien waiver requests to the right person.

VN_VENDOR_MASTER_MC

SELECT

Vendor Master

Reads your vendor list, which becomes the vendor directory in Siteline.