Roles & access

Three roles. Clear lines of access.

Project Vision has exactly three roles inside a company, each with a defined scope. It's internal by design — your team uses it to get the house in order. Clients and suppliers never get access.

The owner

Company Manager

Key responsibilities
  • Sees every project and KPI in one dashboard
  • Approves invoices, supplier payments, and contracts
  • Sets budget thresholds and escalation rules
Access scope

Sees everything across the company and approves what matters — projects, invoices, supplier payments, and contracts. One per company.

A day in the life

Opens the portfolio dashboard with coffee: four projects, one behind, one budget at 78%. Approves two supplier payments, signs off a contract, and asks AI Reports for a risk summary before a site visit.

The books

Accountant

Key responsibilities
  • Issues client invoices and tracks collections
  • Processes supplier payments and cost centers
  • Generates financial summaries on demand
Access scope

Full access to financial operations — invoicing, payments, cost centers, and collections. No access to attendance.

A day in the life

Issues a milestone invoice with ZATCA e-invoicing, verifies two supplier invoices, records a receipt voucher, and generates a financial summary for the owner — without ever touching site attendance.

On site

Project Manager

Key responsibilities
  • Runs the schedule and reports real progress
  • Oversees daily attendance on assigned projects
  • Logs site expenses and verifies deliveries
Access scope

Schedule, progress, and attendance for their assigned projects only. Cannot see other PMs' projects or company-wide financials.

A day in the life

Updates progress on three activities, reviews the morning attendance digest and clears two off-site flags, logs a delivery and a site expense, and flags an activity that's slipping behind plan.

Internal by design

Internal by design

Every role belongs to the contractor's own team. There is no client portal and no supplier login — Project Vision is the contractor's internal source of truth, not a shared workspace. Get your own house in order first.

Get your projects in order.

Project Vision is in active development. Join the early-access list to be first in line when it launches.