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No. Project creation is restricted to Org Admins and Org Managers. Org Members cannot create projects or request to do so. An Org Admin or Manager must create the project and add the Org Member to it.
Only the Project Owner can commit the schedule and download the XER export. The Lead Planner has full workflow access and can approve all assumptions, but the final commit and export step belongs exclusively to the Project Owner.
Yes. External users are invited directly to a specific project by the Project Owner. They receive Read Only access, can view all project documents and the Basis of Schedule, and have no visibility into any other projects or organisation settings.
No. The XER export is locked until every assumption in the Basis of Schedule has been approved. This rule is enforced at the API level and cannot be bypassed by any user role.
No. ConstructMind is a schedule preparation and assumption management platform. It produces a fully structured XER file for import into P6. Primavera P6 remains your system of record for live schedule management, reporting, and control.
Yes. The Project Owner role can be reassigned to another project member at any time by the current Project Owner or an Org Admin, from the Project Settings page.
Uploading a new or revised document after the Generate workflow has been run does not automatically update the schedule. The Project Owner or Lead Planner would need to re-run Generate to incorporate new document content. Any previously approved assumptions would need to be re-reviewed.
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