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Procore

Procore iOS App - User Permissions

The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?

icon-apple-logo.png Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.

icon-android-logo.svg Click this icon in the chart below to see the corresponding Android tutorial for that functionality.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Announcements Documents Models Settings
Camera 1 Drawings My Time Specifications
Change Events Equipment Observations Submittals
Commitments Forms Photos Tasks
Conversations (Beta) Incidents Main Contracts Timesheets
Coordination Issues Inspections Project Dashboard Daywork Sheets
Correspondence Instructions Project Overview Screen  
Crews Documents Snag List  
Site Diary Locations RFIs  
Directory  Meetings Programme  



  1  This tool is only available on Android.
     Note: The Camera function is available on both Android and iOS. However, 'Camera' is not listed as a tool in the iOS app.

Announcements

Learn which user permissions are required to take the described actions in this tool.

 Important
Permissions for Announcements are granted by assigning permissions for the Project level Home tool.

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Create Announcements

 iOS     Android

      check-green2.png  

View Announcements

 iOS     Android

 

check-green2.png check-green2.png check-green2.png  

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Camera

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Take and Add Photos to an Album with the Camera Tool

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

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Change Events

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Line Item to a Change Event

    iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline will sync with Procore once a network connection has been reestablished.

Create a Change Event

    iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline will sync with Procore once a network connection has been reestablished.

Edit a Change Event that you created

    iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline will sync with Procore once a network connection has been reestablished.

Edit a Change Event that someone else created

    iOS     Android

    check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline will sync with Procore once a network connection has been reestablished.

Search and Filter Change Events

    iOS     Android

  check-green2.png check-green2.png check-green2.png This action can be performed offline  provided that the item was previously viewed and cached on your mobile device.

View Change Events Summary

    iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed offline provided that the asset/item was previously viewed and cached on your mobile device.

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Commitments

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

Action None Read Only Standard Admin Notes

Create a Purchase Order

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create Purchase Order Contract

icon-mindtouch-table-check.png

  • Create Purchase Order Contract
check-green2.png This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.

Edit a Commitment's Bill of Quantities

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract
check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Edit a Purchase Order

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract

icon-mindtouch-table-check.png

  • Update Purchase Order Contract
    AND
  • Update Work Order Contract
check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

Search Commitments 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

View Variations

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

View Inclusions/Exclusions for Subcontracts

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

View Purchase Orders and Subcontracts

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished.

 


Conversations (Beta)

Learn which user permissions are required to take the described actions in this tool.

 Important

The Conversations tool does not have its own set of permissions to assign and instead relies on users being part of a project's Directory and having access to items within that project.

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add Items to a Message

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You can only add items from the project that you have access to.

Create a Group in the Conversations Tool

 iOS     Android

     

icon-mindtouch-table-check.png

By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool. 

Edit or Delete a Message in the Conversations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png Users can only edit and delete their own messages (within 5 minutes of sending and if the feature is enabled).

Manage a Group in the Conversations Tool

 iOS     Android

     

icon-mindtouch-table-check.png

By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool. 

Manage Push Notifications for the Conversations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Mention a User in a Conversation

 iOS     Android

  check-green2.png check-green2.png check-green2.png Users can only message or mention users who exist in the project's Directory, as well as Company Admins.

Send a Direct Message in the Conversations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png
  • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
  • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
  • Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
    Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.

Send a Group Message in the Conversations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png
  • Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
  • Messages within a group conversation can only be seen by members of that group. 

Send a Message Related to an Item

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool and appropriate access if an item is marked as Private).

View Messages in the Conversations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png Users can only hide a conversation from their own view.

Co-ordination Issues

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Comment to a Co-ordination Issue

 iOS

check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished.

Edit a Coordination Issue

 iOS

  check-green2.png check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device.

Search for and Filter Coordination Issues

 iOS

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device.

View the Activity Feed of a Coordination Issue

 iOS

  check-green2.png check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished.

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Correspondence

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

PERMISSIONS

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

Action None Read Only Standard Admin Notes

Add a Related Item to a Correspondence Item

 Web  

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check.png

Standard users can perform this task for correspondence items that they created.

Archive a Correspondence Item

 Web   

     

icon-mindtouch-table-check.png

 

Change the Status of a Correspondence Item You Created

 Web

 

icon-mindtouch-table-check-gp.png

  • Create Item
    (for 'Draft' items)
    OR
  • Edit Open Items They Create 
    (for 'Open' items)

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. 

Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created. 

Change the Status of a Correspondence Item Someone Else Created 

 Web
      icon-mindtouch-table-check.png  

Complete a Correspondence Item with DocuSign®

 Web

      icon-mindtouch-table-check.png Admin permissions needed on the correspondence type for which you want to initiate, download or withdraw a DocuSign®.

Configure Advanced Settings: Correspondence

 Web

      icon-mindtouch-table-check.png  

Create a Correspondence Item                          

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. 

Create and Link a New Correspondence Item from a Correspondence Response

 Web

 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check.png

 

These are the permission levels needed on the correspondence type used to create the new item. 
Create and Link an RFI to an Existing Correspondence Item

 Web    
 

icon-mindtouch-table-check-gp.png

  • Create Item

icon-mindtouch-table-check-gp.png

  • Create Item

icon-mindtouch-table-check-gp.png

All levels need additional permissions in the project's RFI tool: 

Create and link a 'Draft' RFI:
'Standard' level permissions or higher on the project's RFI tool.

Create and link an 'Open' or 'Closed' RFI: 'Standard' level permissions on the project's RFI tool with 'Act as RFI Manager' granular permissions enabled on your permissions template. Or "Admin' level permissions on the project's RFI tool. 

Create and Link a Change Event to an Existing Correspondence Item

 Web    
  icon-mindtouch-table-check-gp.png
  • Create Item
icon-mindtouch-table-check-gp.png
  • Create Item
icon-mindtouch-table-check-gp.png All levels need additional permissions:

'Standard' level permissions or higher in the project's Change Events tool. 
Create and Link a Correspondence Item to an Existing Correspondence Item

 Web    
  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png

 
icon-mindtouch-table-check-gp.png

All levels need additional permissions in the new item's correspondence type:

'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. 

OR

'Standard' level permissions or higher on the new item's correspondence type.

Customise the Column Display in the Correspondence Tool

 Web  
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Correspondence Item You Created  

 Web     iOS     Android

 

 

icon-mindtouch-table-check-gp.png

+Create Item (for 'Draft' Items)

OR

+ Edit Open Items They Created (for 'Open' Items)

icon-mindtouch-table-check.png
 
icon-mindtouch-table-check.png

Shows permissions needed for each correspondence type.

If the 'non-editable' setting is enabled (by Procore) at the company level, the granular permission 'Edit Open Items they Created' is not available because 'Open' and 'Closed' items cannot be edited by any user or Admin.


On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Correspondence Item Someone Else Created 

 Web     iOS     Android

      icon-mindtouch-table-check.png

Shows permissions needed for each correspondence type.

If the 'non-editable' setting is enabled (by Procore) at the company level, it is not possible for any user or Admin to edit a correspondence item that someone else created.

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Export a Correspondence Item

 Web   
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to a correspondence item for this task. See View a Correspondence Item.
Export a List of Correspondence Items

 Web   
  icon-mindtouch-table-check.png
(Excludes correspondences marked as Private)
icon-mindtouch-table-check.png
(Excludes correspondences marked as Private)
icon-mindtouch-table-check.png
 
Learn about Super Private to explore more restrictions on Admin level permissions.
Generate a QR Code for a Correspondence Item

 Web   
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to a correspondence item for this task. See View a Correspondence Item.
Link a Correspondence Item on your personal layer on a drawing

 Web   
  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png

All levels need additional permissions:

'Read Only' level permissions or higher on the project's Drawings tool.

Link a Correspondence Item and publish the markups to the drawing 

 Web   
  icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings tool
icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings tool
icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings  tool

Additional permissions needed in Drawings tool:

'Standard' level permissions or higher on the project's Drawings tool.

Perform Bulk Actions on Correspondence Items

 Web   
   

 
icon-mindtouch-table-check.png  

Respond to a Correspondence Item                   

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Respond to Items They are On*

                  OR
     
  • Respond to Items Accessible to Users within Same Company**

icon-mindtouch-table-check-gp.png

  • Respond to Items They are On*

                  OR
     
  • Respond to Items Accessible to Users within Same Company**
icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.

* In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.

**In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.

Access Workflow information and actions
 

 Web

 

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

icon-mindtouch-table-check.png To learn more about the Workflows tool see About the Workflows.
Scan a Correspondence Item QR Code              

 iOS   Android
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to the correspondence item for this task. See View a Correspondence Item.

Search, Sort and Filter Correspondences       

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can perform these actions for each correspondence type they have read-only or higher permissions for.  

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
View a Correspondence Item                               

 Web     iOS     Android

  icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting
icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting
icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting

Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting.  Expand the Tip box on View a Correspondence Item to learn more. 

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

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Crews

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Worker

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have the following permissions for the project's Directory Tool to take this action:
    • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
    • 'Admin' level permissions
  • Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.

Create a Crew

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Crew 

 Web

      icon-mindtouch-table-check.png  

Edit a Crew

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Worker

 Web     iOS     Android

      icon-mindtouch-table-check.png

Users must also have the following permissions for the project's Directory Tool to take this action:

  • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
  • 'Admin' level permissions

Remove a Worker

 Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permissions on project's Directory tool to take this action.

Search Crews

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search for a Worker

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Crew

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Worker

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

 

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Site Diary

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

 

Action None Read Only Standard Admin Notes

Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have 'Read Only' level permissions to the Photos tool to take this action.
  • Users with 'Admin' level permissions can view photos marked as 'private'.

Add a Related Item to a Site Diary Entry

 Web

      icon-mindtouch-table-check.png  

Approve Any Site Diary Entry Created by Collaborators

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Approve Copied Site Diary Entries Created by Collaborators

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Site Diary

 Web

      icon-mindtouch-table-check.png  

Copy a Site Diary

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Copy Log

icon-mindtouch-table-check.png

  • Copy Log
icon-mindtouch-table-check.png On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create a Site Diary Entry from the Calendar View     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Accident Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Accident Diary Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

 

Create Phone Call Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Phone Call Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

 

Create Daily Construction Report Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Daily Construction Report Diary Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

 

Create Site Diary Entries as a Collaborator 

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

Create Delay Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Delay Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Delivery Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Delivery Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Skip Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Skip Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Equipment Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Equipment Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Inspection Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Inspection Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Manpower Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Manpower Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 

Create Note Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Pending Note Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Observed Weather Entries

 Web     iOS     Android

      icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Plan Revision Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Plan Revision Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Productivity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Productivity Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Quantity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Quantity Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Safety Violation Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Safety Violation Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Programmed Work Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Programmed Work Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Timecard Entries for Any User

 Web     iOS     Android

      icon-mindtouch-table-check.png

This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Timecard Entries for Yourself

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users with 'Standard' level permissions must also be marked as an employee of your company.
  • This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Visitor Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Visitor Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Waste Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Pending Waste Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Delete Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.

Delete a Site Diary Item You Created

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png

Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.

Delete a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be deleted after they are approved by a Site Diary Admin.

 

Delete Related Items from Site Diary Entries

 Web

      icon-mindtouch-table-check.png  

Edit Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Site Diary Item You Created

 Web     iOS     Android

   

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be edited after they are approved by a Site Diary Admin.

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Email a Site Diary

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Enter Logs for a Previous Day

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can also be performed on mobile.

Export a Site Diary as PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Mark a Site Diary as Complete

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reject Any Site Diary Entry Created by Collaborators

 Web     iOS

      icon-mindtouch-table-check.png  

Reopen a Site Diary

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Resubmit a Site Diary Entry as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Search and Filter Site Diaries

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter Site Diary Entries You Created as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Upload Photos to the Site Diary

 Web

         

Upload Photos to the Site Diary from the Photos Tool

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' permissions or higher on the project's Photos tool.

View and Attach Files to a Site Diary

 iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.

View Any Site Diary Items

 Web     iOS     Android

  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png
  • This excludes the ability to view the change history log. See below for more details about the View Change History Log permission .
  • Users with a 'Collaborator Entry Only' granular permission can only view their site diary items. 

View Your Site Diary Items as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

View Site Diary Items by Users at your Company as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.

View Change History Log 

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Site Diary Notes Report

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users also need 'Read Only' level permissions or higher on the project's Reports tool.

View Site Diaries in the Calendar View

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png    

Back to Top


Directory

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Directory tool?

 Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.
Action None Read Only Standard Admin Notes

Add a Company to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Distribution Group to the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Add a Contact to your Device

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline.

Add a Phone Calls Entry from the Directory 

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a User Account to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png Users with the 'Add from Company Directory' should instead add users by bulk adding.

Add Project Insurance to a Company Record in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Company Insurance Information

icon-mindtouch-table-check.png

  • Manage Company Insurance Information
icon-mindtouch-table-check.png  

Assign a Project Permissions Template to a User in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission.
  • Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies from the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions Template in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions Manually in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Configure the Project Team on the Project Home Page

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory: Edit Permissions

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory: Edit Project Roles

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure the Project Team on the Project Overview Page

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure Programme Notification Emails

 Web

     

icon-mindtouch-table-check.png

Users also need 'Admin' level access to the project's Programme tool.

Create a Project Specific Permissions Template from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Create a User Account in the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Customise the Column Display in the Directory Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Deactivate a Company in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Delete a Distribution Group from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Download vCard for a User Account in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Project Directory

 Web     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Edit a Distribution Group

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Edit a User's Default Email Notifications

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Edit an Active Account in the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Email Forward Contact Information 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Enable Programme Notifications for a User on a Project

 Web

      icon-mindtouch-table-check.png  

Enable Weather Delay Alerts by Phone or Email

 Web

      icon-mindtouch-table-check.png  

Export the Project Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward Contact Information by Email 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Invite or Reinvite a User to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Reactivate a Company in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Reactivate a User in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Remove a Company from the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Remove a User from a Project

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove Project Insurance from a Company Record

 Web

 

icon-mindtouch-table-check.png

  • Manage Company Insurance Information

icon-mindtouch-table-check.png

  • Manage Company Insurance Information
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

   

icon-mindtouch-table-check.png

  • Request Company and People Imports
icon-mindtouch-table-check.png  

Save Contact to Phone on a Mobile Device 

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Message or WhatsApp to a Contact

 iOS

      icon-mindtouch-table-check.png  

Set Tenderer Information at the Project Level

 Web

      icon-mindtouch-table-check.png  

Switch Between Views in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Inactive Users, Contacts and Companies in the Project Directory

 Web     iOS     Android

      icon-mindtouch-table-check.png  

View the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View Company Insurance Information

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • View Company Insurance Information

icon-mindtouch-table-check.png

  • View Company Insurance Information
icon-mindtouch-table-check.png  

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Documents

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Documents tool?

Action None Read Only Standard Admin Notes

Add a Related Item to a File

 Web

      icon-mindtouch-table-check.png  

Add or Edit a File Description

 Web

      icon-mindtouch-table-check.png  

Change Permission Settings on a Folder or File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Check In or Out a File

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Documents

 Web

      icon-mindtouch-table-check.png  

Create a Folder

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Files or Folders

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files
icon-mindtouch-table-check.png  

Download a Previous Version of a File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Files and Folders

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Email Files and Folders

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Export Information

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export Object Data from a Model

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Read Only' or higher permission to the Models tool.

Manage and Set Tags for Documents

 Web

      icon-mindtouch-table-check.png  

Manage Permissions for Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Manage Who Tracks Files and Folders

 Web

      icon-mindtouch-table-check.png  

Move and Copy Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders
icon-mindtouch-table-check.png

 

Open or Edit a File in Microsoft Office 365

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Preview a File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Rename a Folder

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Retrieve a File or Folder from the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search for and Filter Documents

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.

Sort Document Folder Contents

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Track a Folder or File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload a New Version of a File

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload Files into a Folder

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished.

View a File in Microsoft Office 365

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Documents

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Private File or Folder

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files
icon-mindtouch-table-check.png The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders.

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Drawings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Access Recently Viewed Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Add Measurements to a Drawing 

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Add Observations to a Drawing

 iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users must also have 'Standard' permissions or higher on the project's Observations tool.

Add Photos to a Drawing

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • Users must also have 'Read Only' permissions or higher on the project's Photos tool.
  • This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Add Snag List Items to Drawings

 iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • Users must also have 'Standard' permissions or higher on the project's Snag List tool.
  • This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Compare Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Delete Drawing Markups (personal)

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Delete Drawing Markups (published) 

 iOS     Android

    check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Email Drawings

 iOS     Android

    check-green2.png check-green2.png  

Link a Correspondence Item on a Drawing

 iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • Users must also have 'Read Only' permissions or higher on the project's Correspondence tool.
  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Link Items to a Drawing 

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Link Observations to a Drawing 

 iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • Users must also have 'Standard' permissions or higher on the project's Observations tool.
  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Link RFIs to a Drawing 

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • Users must also have 'Standard' permissions or higher on the project's Correspondence tool.
  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Mark Up a Drawing (personal)

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Print Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Publish Personal Drawing Markups

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Search for and Filter Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Share Drawings Within Procore

 iOS     Android

    check-green2.png check-green2.png  

Sync and Download Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Drawing Area 

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

View Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

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Equipment

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add Equipment to Projects

 Web

  check-green2.png check-green2.png  

Remove Equipment from Projects

 Web

      check-green2.png  

Scan an Equipment QR Code

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Equipment Details

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

 

 Legacy Content

For the legacy Equipment experience, reference these permissions.

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Forms

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Article Title

 Web     iOS     Android

   

icon-mindtouch-table-check.png

  • Granular Permission Name
    AND
  • Granular Permission Name
check-green2.png  

Edit a Form You Created

 Web     iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Edit Any Form

 Web     iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Email a Form

 Web     iOS     Android

    check-green2.png check-green2.png  

Delete a Project Level Form

 Web     iOS     Android

      check-green2.png  

Download Form Templates

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

Fill out a Form

 Web     iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

View a Form

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

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Incidents

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Contact to an Incident

 iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission.

Add a Record to an Incident

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Add a Witness Statement to an Incident

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Close Any Incident

 iOS     Android

      icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Close Incidents You Created

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Create Incidents

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished.

Edit Any Incident

 iOS     Android

      icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Edit Incidents You Created

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Search and Filter for Incidents

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View Incidents

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

 

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Inspections

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Inspections tool?

Action None Read Only Standard Admin Notes

Add a Related Item to an Inspection

 Web

      icon-mindtouch-table-check.png

 

Add Comments to an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Company Level Inspection Templates to Your Project 

 Web

      icon-mindtouch-table-check.png

 

Add Conditional Logic to a Project Level Inspection Template

Web

      icon-mindtouch-table-check.png  

Add Attachments to Inspection Items

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Signers to an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Add Signers to an Inspection Item

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

+ Create Contact

icon-mindtouch-table-check-gp.png

+ Create Contact

  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Clone a Project Inspection Template to a Company

 Web

      icon-mindtouch-table-check.png  

Close an Inspection You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Close Any Inspection

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Inspections

 Web

      icon-mindtouch-table-check.png  

Create an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create an Observation from an Inspection

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

 

  • Users must also have 'Standard' level permission or higher on the Observations tool to take this action.
  • On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Delete an Inspection

 Web

      icon-mindtouch-table-check.png  

Create an Inspection Programme

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Programmes
check-green2.png icon-mindtouch-table-check.png  

Delete an Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit Any Inspection

 Web     iOS     Android

      icon-mindtouch-table-check.png

On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection Programme

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Programmes
check-green2.png icon-mindtouch-table-check.png  

Email Inspections

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Individual Inspection

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Perform an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Retrieve an Inspection From the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

Sign a Completed Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Sign an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

View Project Level Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Activity Feed of Items in an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

View Change History of an Inspection 

 Web

      icon-mindtouch-table-check.png  

View Signatures on an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

 

 

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Instructions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Create an Instruction

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device

Delete an Instruction

 iOS     Android

      check-green2.png  

Edit an Instruction You Created

 iOS     Android

  check-green2.png check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device

Edit Any Instruction

 iOS     Android

      check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device

Search for and Filter Instructions

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device

View Instructions 

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device

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Locations

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important
Actions taken on web require permissions to the project's Admin tool. See Project Admin Tool Permissions.
Action None Read Only Standard Admin Notes

Add Locations

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • For mobile users:
    • You can only add locations on the Procore app if locations were originally created manually or imported. If locations were originally generated from Drawings, you can NOT add new locations using a mobile device.
    • Users must be permitted to create locations in tools outside the Location Manager. See Allow or Disallow Users to Create Locations within a Tool.

Add Photos to a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Photos tool.

Create a Snag List Item from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Snag List tool.

Create an Incident from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Incidents tool.

Create an Inspection from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Inspections tool.

Create an Observation from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Observations tool.

Create an RFI from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the RFIs tool.

Scan Location QR Code in the Locations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Items Associated with a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have access to view the item within the relevant Procore tool.

View Locations and Heat Map 

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have access to view the item within the relevant Procore tool.

View Location Hierarchy

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Locations on Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

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Meetings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

icon-mindtouch-table-check.png

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward a Meeting by Email

 Web

 

icon-mindtouch-table-check.png

  • Email Meeting

icon-mindtouch-table-check.png

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png  

 

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Models

Learn which user permissions are required to take the described actions in this tool.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Note
'Standard' level permission does not exist for the Models tool.
Action None Read Only Standard Admin Notes

Add a Section Box to a Model

 Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Associate a Model with a Procore Project

 Web

      icon-mindtouch-table-check.png  

Create a Co-ordination Issue in the Model Viewer

  Web     iOS     Android

      icon-mindtouch-table-check.png Users also need 'Standard' or 'Admin' level permissions to the Co-ordination Issues tool.

Create an Observation in the Model Viewer

  iOS

         

Delete a Model

 Web

      icon-mindtouch-table-check.png

 

Download the Procore Plugin for the Models Tool

 Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Edit Information for a Model

  Web

      icon-mindtouch-table-check.png  

Edit a Co-ordination Issue in the Model Viewer

  Web

      icon-mindtouch-table-check.png Users also need 'Standard' or 'Admin' level permissions to the Co-ordination Issues tool.

Measure Distances on a Model

  Web     iOS     Android

         

Publish a Model to Procore

  Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Publish a New Version of a Model

  Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Reassociate a Model with a Procore Project

  Web

      icon-mindtouch-table-check.png  

Search for and Filter Co-ordination Issues in the Model Viewer

  Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Co-ordination Issues tool.

Search for and Sort Models

  Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Use the Section Tool on a Model

  Web     iOS     Android

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

View a Model

  Web     iOS     Android

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

View the Version History of a Model

  Web

      icon-mindtouch-table-check.png  

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My Time

Learn which user permissions are required to take the described actions in this tool.

 Important

Permissions for My Time are granted by assigning permissions for the Company level Timecards tool.

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a My Time Entry

 iOS     Android

 

  check-green2.png check-green2.png This action can be performed offline. Tasks performed in offline will be synced with Procore once a network connection has been reestablished.

Clock Your Time

 iOS     Android

    check-green2.png check-green2.png  

Edit a My Time Entry

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Search and Filter My Time Entries

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline provided that the information was previously viewed and cached on your mobile device.

Sign My Time Entries

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Start and Stop Lunch Break

 iOS     Android

    check-green2.png check-green2.png  

View My Time Entries

 iOS     Android

  check-green2.png check-green2.png check-green2.png

 

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Observations

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Comment to an Observation

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Add Observations to a Drawing

 Web     iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users must also have 'Standard' level permissions or higher on the project's Drawings tool.

Close an Observation

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Create an Observation

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Create an Observation from an Inspection

 Web     iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • Users must also have 'Standard' level permissions or higher on the project's Inspections tool.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Create Observations on a Drawing

 Web     iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users must also have 'Standard' level permissions or higher on the project's Drawings tool.

Edit an Observation You Created

 Web     iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Edit Any Observation

 Web     iOS     Android

      check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Email an Observation

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to an Observation

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Search and Filter for Observations

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

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Photos

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Comment to a Photo

 iOS     Android

    check-green2.png check-green2.png

This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Bulk Edit Photos

 iOS     Android

      check-green2.png  

Create a Photo Album

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Create Before and After Photos

 iOS     Android

    check-green2.png check-green2.png  

Create Items from Photos

 iOS     Android

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users must also have 'Standard' level permissions or higher for the tool where you are creating the item.

Delete Photos

 iOS     Android

      check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.
 

Drag and Drop Images into Procore's Photos Tool

 iOS

    check-green2.png check-green2.png  

Download a Photo

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Edit Photo Information

 iOS     Android

    check-green2.png check-green2.png  

Email a Photo

 iOS     Android

    check-green2.png check-green2.png  

Mark Up a Photo

 iOS     Android

    check-green2.png check-green2.png  

Mention Someone in a Photo Comment

 iOS     Android

    check-green2.png check-green2.png  

Search and Filter for Photos

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Send Photos from the Photos tool to the Site Diary

 iOS     Android

    check-green2.png check-green2.png  

Sort Photo Albums

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Take and Add Photos to an Album

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

View Photos

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

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Project Dashboard

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

View the Project Dashboard

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

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Project Overview Screen

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add, Edit or Delete Project Details from the Project Overview

 Web

 

Users must also have the following permissions:

  • 'Admin' level permissions to the project Admin tool.
    OR
  • 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.

Add, Edit or Delete Project Links from the Project Overview

 Web

       

Add, Edit or Delete the Project Message and Notes from the Project Overview

 Web

       

Change the Project Stage from the Project Overview

 Web

       

Manage Project Team Roles from the Project Overview

 Web

      Users must also have 'Admin' level permissions to the Project Directory tool.

Quick Create an Item from the Project Overview

 Web

  Users must also have permissions to create the item in the relevant Procore tool.

View Open Items from the Project Overview

 Web

  Users must also have permissions to view the item in the relevant Procore tool.

View Project Details from the Project Overview

 Web

   

View Project Message from the Project Overview

 Web

   

View Project Team from the Project Overview

 Web

   

View Project Weather from the Project Overview

 Web

   

View Details of Recent Project Activity from the Project Overview

 Web

 
  • You can only see open items for tools you have access to.
  • The count of overdue, due next and total items reflects all items for that tool. However, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.

View Recent Project Activity from the Project Overview

 Web

   

 

 

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Main Contracts

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

View a Main Contract You were Added To

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png
  • Users must also be added to the drop-down in the 'Private' field of the client contract.
  • This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

View Any Main Contract

 iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

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Snag List

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

Action None Read Only Standard Admin Notes

Add a Photo to a Snag List Item

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Close a Snag List Item

 iOS     Android

      check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Create a Snag List Item

 iOS     Android

 

   

icon-mindtouch-table-check.png

check-green2.png
  • 'Standard' level users can create snag list items, they cannot assign a snag list item unless they have been granted special permission to act as the Snag Item Manager. 
  • 'Standard' level users can view all responses, but can only update their response if they are listed as an assignee on the snag list item.
  • This action can be performed offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished. 

Download Attachments from a Snag List Item

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Edit a Snag List Item

 iOS     Android

   

icon-mindtouch-table-check.png

check-green2.png
  • 'Standard' level users can edit snag list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'
  • 'Standard' level users who have been granted permission to act as Snag Item Manager can edit items in which they are listed as the Snag Item Manager, except when the item's status is 'Draft'.
    Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Snag Item Manager' section of the Snag List tool's configure settings in order to be selected as a Snag Item Manager.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Notify Assignees of Snag Items

 iOS     Android

      check-green2.png  

Reassign a Snag List Item

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Respond to a Snag List Item

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Respond to a Snag List Item Assigned to Users within your Company

 iOS     Android

   

icon-mindtouch-table-check.png

  • 'Respond to Snag List Items Assigned to Users Within Same Company'
check-green2.png Alternatively, 'Standard' level users can respond to a snag list item if they are listed as the item's 'Snag Item Manager', 'Assignee' or 'Final Approver'.

Search and Filter the Snag List

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View non-Private Snag List Item

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png
  • 'Standard' and 'Read Only' users can only view these items after they have been sent to the Assignee.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View Private Snag List Item

 iOS     Android

   

icon-mindtouch-table-check.png

check-green2.png
  • 'Standard' level users can view Private snag list items if you are:
    • The item's creator.
    • An assignee on the snag list item.
    • A member of the item’s distribution list.
    • Listed as the item's Snag Item Manager.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View Snag List Items Assigned to Users within your Company

 iOS     Android

 

icon-mindtouch-table-check.png

  • 'View Private Snag List Items Assigned to Users Within Same Company'

icon-mindtouch-table-check.png

  • 'View Private Snag List Items Assigned to Users Within Same Company'
check-green2.png
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

 

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RFIs

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Close an RFI       icon-mindtouch-table-check.png iOS  Android*
Create an RFI      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  iOS* Android*
Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png     iOS**  Android*
Edit an RFI        icon-mindtouch-table-check.png    iOS**   Android**
Email an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png iOS  Android  
Respond to an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png iOS   Android
Search for and Filter RFIs    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png   iOS** Android  
View RFIs   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   iOS**  Android   

1 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for details.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

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Programme

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Programme tool?

Action None Read Only Standard Admin Notes

Add Related Items to a Programmed Task

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Programme

 Web

      icon-mindtouch-table-check.png  

Configure Programme Notification Emails

 Web

      icon-mindtouch-table-check.png  

Configure the Project Level Programme Tool for Primavera P6

 Web

      icon-mindtouch-table-check.png  

Clear an Integrated Programme

 Web

      icon-mindtouch-table-check.png  

Create a Calendar Item

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Create Lookaheads

icon-mindtouch-table-check.png

  • Create Lookaheads
icon-mindtouch-table-check.png  

Create Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
     

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
icon-mindtouch-table-check.png  

Delete Calendar Item

 Web

      icon-mindtouch-table-check.png  

Delete Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookaheads

icon-mindtouch-table-check.png

  • Delete Lookaheads
icon-mindtouch-table-check.png  

Delete Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks
icon-mindtouch-table-check.png  

Edit Any Calendar Item

 Web

      icon-mindtouch-table-check.png  

Edit a Calendar Item You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Lookahead Task

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Export a Project Programme

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Programme Change

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter for Programmed Tasks

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send Recurring Project and Resource Programmes

 Web

      icon-mindtouch-table-check.png  

Update a Project Programme File

 Web

      icon-mindtouch-table-check.png  

Update Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Update Task Completion Percentage

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Task Completion Percentage

icon-mindtouch-table-check.png

  • Update Task Completion Percentage
icon-mindtouch-table-check.png  

Upload a Project Programme File to Procore's Web Application

 Web

      icon-mindtouch-table-check.png  

Upload an Asta Powerproject Programme

 Web

      icon-mindtouch-table-check.png  

View a Project Programme

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Programmed Task

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Lookaheads

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of Lookaheads

 Web

 

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead
icon-mindtouch-table-check.png  

 

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Settings

The following table highlights which user permissions are required to perform the described user action. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles. 


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Manage App Preferences (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Manage Project Settings (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  
View Current Items in the Upload Queue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Specifications

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Related Item to a Specification

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Specifications

 Web

      icon-mindtouch-table-check.png  

Create a Specification Set

 Web

      icon-mindtouch-table-check.png  

Delete Pending Specification Uploads

 Web

      icon-mindtouch-table-check.png  

Delete Specification Section Revisions

 Web

      icon-mindtouch-table-check.png  

Download Specifications

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Specification Sections and Divisions

 Web

      icon-mindtouch-table-check.png  

Email Specifications 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export Specifications as a PDF or CSV

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Manually Create Divisions

  Web

      icon-mindtouch-table-check.png  

Manually Create Specification Sections

  Web

      icon-mindtouch-table-check.png  

Mark Specifications as Obsolete

  Web

      icon-mindtouch-table-check.png  

Review and Publish Specifications

  Web

      icon-mindtouch-table-check.png  

Search and Filter for Specifications 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Submittal Builder: Add Submittals

  Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Admin' level permission on the project's Submittals tool. 

Submittal Builder: Configure Submittal Titles

  Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Admin' level permission on the project's Submittals tool. 

Submittal Builder: Generate Submittals from Specifications

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have 'Admin' level permissions to the Submittals tool.

Upload Specification Revisions

  Web

      icon-mindtouch-table-check.png  

Upload Specifications 

  Web

      icon-mindtouch-table-check.png  

View a Deleted Specifications Report

  Web

      icon-mindtouch-table-check.png  

View Report of All Specification Revisions

  Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Specifications 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Change History for Specifications

  Web

      icon-mindtouch-table-check.png  

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Submittals

The following table highlights which user permissions are required to perform the described user action.

Note: Click the Mobile Platform in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Email Submittals     icon-mindtouch-table-check.png icon-mindtouch-table-check.png iOS     Android 
Scan a Submittal QR Code   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png iOS*    Android  
Search and Filter for Submittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png iOS**    Android**
View a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png iOS**     Android**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Tasks

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add Comments to Any Task

 iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Add Comments to Tasks You Created or are the Assignee

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Add Tasks 

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Assign a Task You Created to Yourself or an Admin User

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Assign Task to Any User

 iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Change the Status of a Task to Any Status

 iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Change the Status of a Task to 'Initiated', 'In Progress' or 'Ready for Review'

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Delete a Task

 iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Edit Any Task

 iOS     Android

      check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Edit a Task you Created

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Search for Tasks 

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

Send Tasks

 iOS     Android

      check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

View Tasks 

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device.

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Timesheets

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Timesheets tool?

 

Action None Read Only Standard Admin Notes

Add a Crew to an Existing Timesheet You Created

 Web     iOS     Android 

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • Users also need 'Read-only' level permissions or higher on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add a Crew to any Existing Timesheet

 Web     iOS     Android 

 

 

 

icon-mindtouch-table-check-gp.png
  • Users also need 'Read-only' level permissions or higher on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add Employees to a Timesheet you Created

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Employees to any Timesheet

 Web     iOS     Android

 

 

 

  icon-mindtouch-table-check.png  

Add Quantities to a Timesheet you Created

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Quantities to Any Timesheet 

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Approve a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Bulk Enter Time in a Timesheet

 Web     iOS     Android

 

 

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Configure Advanced Settings: Project Level Timesheets

 Web

      icon-mindtouch-table-check.png  

Copy Previous Timesheet

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Timesheet

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If adding a Crew, 'Read-only' or higher level permissions are required on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Delete a Timesheet You Created

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Delete Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png

 

 

Delete Budgeted Labour Hours and Budgeted Production Quantities

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Delete Quantities on a Timesheet

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only delete quantities to timesheets they have created.

Edit a 'Pending' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png Users with granular permissions can in line edit one timesheet at a time.

Edit a Timesheet You Created

 Web     iOS     Android

 

 

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Edit Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png  

Edit the Status of a 'Reviewed' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit Quantities on a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.

Export a Project's Timesheets

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export the Field Production Report

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Export the Labour Budget to Actual Report

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Import a Unit Quantity Based Budgeted 

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Review a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Search for and Filter Project Level Timesheets

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set Up a Daily Reminder for Timesheets

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set up a Field Production Report

 Web

      icon-mindtouch-table-check-gp.png

Additional permissions are needed to complete this action:

Sign a Timesheet

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

Sign Timesheets for All Projects

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

View a Field Production Report

 Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Labour Budget to Actual Report

 Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Private Timesheet You Created or are Assigned

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

View a Timesheet (not Private)

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users who have 'Admin' permissions to the Company Timesheets tool can also see any timesheet.
  • On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View a Timesheet Entry Signature

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Quantities on a Timesheet

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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Daywork Sheets

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

To view a Daywork Sheet linked to a change event, you can use the Project Level Change Events tool.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Daywork Sheet to a Change Event 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Add Equipment Entries on a Daywork Sheet

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Best Practices for Configuring Daywork Sheets

 Web

      icon-mindtouch-table-check.png  

Create a Daywork Sheet 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Close or Reopen a Daywork Sheet You Created

 Web 

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' permission are only permitted to modify the sheets they create.

Close or Reopen Any Daywork Sheet

 Web 

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Daywork Sheets

 Web

 

      icon-mindtouch-table-check.png  

Create a Change Event from a Daywork Sheet 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Create Equipment from a Daywork Sheet You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Equipment from Any Daywork Sheet 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Delete a Daywork Sheet You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any Daywork Sheet 

 Web

      icon-mindtouch-table-check.png  

Edit a Daywork Sheet You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Edit Any Daywork Sheet 

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Export a Daywork Sheet as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Signature on a Daywork Sheet 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve a Daywork Sheet You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve Any Daywork Sheet 

 Web

      icon-mindtouch-table-check.png  

Search and Filter Daywork Sheets 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.
 

Sign a Daywork Sheet 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

View a Daywork Sheet 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.

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