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Procore (en-GB)

What granular permissions are available for the project's Funding tool?

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary.  To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for the project's Funding tool.

Answer

Granular Permission Name Granular Permission Description
Create Funding Grants users the privilege to create fundings in the project's Funding tool. See Create Fundings.
Update Funding Grants users the privilege to edit a funding in the project's Funding tool. See Edit a Funding.
Delete Funding Grants users the privilege to delete a funding in the project's Funding tool. See Delete a Funding.
View Payment Application Detail Grants users the privilege to view the Details tab of the payment application and the tab's Export button. See Create a Funding Payment application.