Procore iOS App - User Permissions
- Last updated
- Apr 3, 2025
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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?
Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.
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.
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.
Users can take the action with this permission level.
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 |
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Create Announcements |
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View Announcements |
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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.
Users can take the action with this permission level.
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 |
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Take and Add Photos to an Album with the Camera Tool |
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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.
Users can take the action with this permission level.
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 |
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Add a Line Item to a Change Event |
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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 |
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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 |
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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 |
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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 |
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This action can be performed offline provided that the item was previously viewed and cached on your mobile device. | |
View Change Events Summary |
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This item can be viewed offline provided that the asset/item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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Create a Purchase Order |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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.
Users can take the action with this permission level.
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 |
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Add Items to a Message |
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You can only add items from the project that you have access to. | |
Create a Group in the Conversations Tool |
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Edit or Delete a Message in the Conversations Tool |
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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 |
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Manage Push Notifications for the Conversations Tool |
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Mention a User in a Conversation |
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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 |
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Send a Group Message in the Conversations Tool |
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Send a Message Related to an Item |
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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 |
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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.
Users can take the action with this permission level.
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 |
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Add a Comment to a Co-ordination Issue |
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This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished. |
Edit a Coordination Issue |
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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 |
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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 |
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This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished. |
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.
Users can take the action with this permission level.
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 |
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Add a Related Item to a Correspondence Item |
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Standard users can perform this task for correspondence items that they created. | ||
Archive a Correspondence Item |
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Change the Status of a Correspondence Item You Created |
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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. |
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Change the Status of a Correspondence Item Someone Else Created Web |
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Complete a Correspondence Item with DocuSign® |
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Admin permissions needed on the correspondence type for which you want to initiate, download or withdraw a DocuSign®. | |||
Configure Advanced Settings: Correspondence |
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Create a Correspondence Item |
+ Create Item |
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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 |
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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 |
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All levels need additional permissions in the project's RFI tool: Create and link a 'Draft' RFI: |
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Create and Link a Change Event to an Existing Correspondence Item Web |
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All levels need additional permissions: 'Standard' level permissions or higher in the project's Change Events tool. |
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Create and Link a Correspondence Item to an Existing Correspondence Item Web |
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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. |
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Customise the Column Display in the Correspondence Tool Web |
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Edit a Correspondence Item You Created
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+Create Item (for 'Draft' Items) OR + Edit Open Items They Created (for 'Open' Items) |
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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.
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Edit a Correspondence Item Someone Else Created |
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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. |
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Export a Correspondence Item Web |
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User needs access to a correspondence item for this task. See View a Correspondence Item. | |
Export a List of Correspondence Items Web |
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Learn about Super Private to explore more restrictions on Admin level permissions. | |
Generate a QR Code for a Correspondence Item Web |
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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 |
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All levels need additional permissions: |
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Link a Correspondence Item and publish the markups to the drawing Web |
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Additional permissions needed in Drawings tool: |
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Perform Bulk Actions on Correspondence Items Web |
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Respond to a Correspondence Item |
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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. |
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Access Workflow information and actions |
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To learn more about the Workflows tool see About the Workflows. | |
Scan a Correspondence Item QR Code iOS Android |
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User needs access to the correspondence item for this task. See View a Correspondence Item. | |
Search, Sort and Filter Correspondences |
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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. |
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View a Correspondence Item | ![]()
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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. |
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.
Users can take the action with this permission level.
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 |
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Add a Worker |
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Create a Crew |
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Delete a Crew |
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Edit a Crew |
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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. |
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Edit a Worker |
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Users must also have the following permissions for the project's Directory Tool to take this action:
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Remove a Worker |
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Users must also have 'Admin' level permissions on project's Directory tool to take this action. | |||
Search Crews |
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Search for a Worker |
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View a Crew |
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View a Worker |
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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.
Users can take the action with this permission level.
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 |
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Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool |
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Add a Related Item to a Site Diary Entry |
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Approve Any Site Diary Entry Created by Collaborators |
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Approve Copied Site Diary Entries Created by Collaborators |
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Configure Advanced Settings: Site Diary |
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Copy a Site Diary |
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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. | |
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Create Accident Diary Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Accident Diary Entries as a Collaborator |
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Create Phone Call Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Phone Call Entries as a Collaborator |
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Create Daily Construction Report Diary Entries |
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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 |
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Create Site Diary Entries as a Collaborator |
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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. |
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Create Delay Entries |
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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. |
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Create Pending Delay Entries as a Collaborator |
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Create Delivery Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Delivery Entries as a Collaborator |
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Create Skip Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Skip Entries as a Collaborator |
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Create Equipment Entries |
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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. |
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Create Pending Equipment Entries as a Collaborator |
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Create Inspection Entries |
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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 |
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Create Manpower Entries |
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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 |
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Create Note Entries |
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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. |
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Create Pending Note Entries as a Collaborator |
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Create Observed Weather Entries |
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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 |
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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 |
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Create Productivity Entries |
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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 |
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Create Quantity Entries |
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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 |
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Create Safety Violation Entries |
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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 |
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Create Programmed Work Entries |
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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 |
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Create Timecard Entries for Any User |
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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. |
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Create Timecard Entries for Yourself |
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Create Visitor Entries |
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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 |
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Create Waste Entries |
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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 |
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Delete Any Site Diary Item |
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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 |
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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. |
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Delete a Site Diary Item You Created as a Collaborator |
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Entries cannot be deleted after they are approved by a Site Diary Admin.
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Delete Related Items from Site Diary Entries |
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Edit Any Site Diary Item |
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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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Edit a Site Diary Item You Created |
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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 |
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Entries cannot be edited after they are approved by a Site Diary Admin. |
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Email a Site Diary |
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Enter Logs for a Previous Day |
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This action can also be performed on mobile. | |
Export a Site Diary as PDF |
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Mark a Site Diary as Complete |
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Reject Any Site Diary Entry Created by Collaborators |
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Reopen a Site Diary |
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Resubmit a Site Diary Entry as a Collaborator |
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Search and Filter Site Diaries |
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Search and Filter Site Diary Entries You Created as a Collaborator |
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Upload Photos to the Site Diary |
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Upload Photos to the Site Diary from the Photos Tool |
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Users also need 'Standard' permissions or higher on the project's Photos tool. | ||
View and Attach Files to a Site Diary |
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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 |
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View Your Site Diary Items as a Collaborator |
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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 |
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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 |
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View Site Diary Notes Report |
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Users also need 'Read Only' level permissions or higher on the project's Reports tool. |
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View Site Diaries in the Calendar View |
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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.
Users can take the action with this permission level.
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 |
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Add a Company to the Project Directory |
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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 |
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Add a Contact to your Device |
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On a mobile device, this action can be performed offline. | |
Add a Phone Calls Entry from the Directory |
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Add a User Account to the Project Directory |
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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 |
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Assign a Project Permissions Template to a User in the Project Directory |
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Users with granular permissions have the following limitations:
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Bulk Add Users and Companies from the Company Directory |
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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 |
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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 |
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Configure the Project Team on the Project Home Page |
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Configure Advanced Settings for the Project Directory: Edit Permissions |
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Configure Advanced Settings for the Project Directory: Edit Project Roles |
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Configure the Project Team on the Project Overview Page |
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Configure Programme Notification Emails |
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Users also need 'Admin' level access to the project's Programme tool. | |||
Create a Project Specific Permissions Template from the Project Directory |
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Create a User Account in the Project Directory |
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Customise the Column Display in the Directory Tool |
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Deactivate a Company in the Project Directory |
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Delete a Distribution Group from the Project Directory |
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Download vCard for a User Account in the Project Directory |
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Edit a Company in the Project Directory |
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Edit a Distribution Group |
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Edit a User's Default Email Notifications |
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Edit an Active Account in the Project Directory |
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Only users with 'Admin' level permissions can edit inactive user accounts. | |
Edit an Inactive Account in the Project Directory |
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Email Forward Contact Information |
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Enable Programme Notifications for a User on a Project |
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Enable Weather Delay Alerts by Phone or Email |
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Export the Project Directory to CSV or PDF |
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Forward Contact Information by Email |
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Invite or Reinvite a User to Join a Procore Project |
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Reactivate a Company in the Project Directory |
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Reactivate a User in the Project Directory |
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Remove a Company from the Project Directory |
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Remove a User from a Project |
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Remove Project Insurance from a Company Record |
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Request Company and People Imports |
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Save Contact to Phone on a Mobile Device |
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Search and Filter the Project Directory |
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Send a Message or WhatsApp to a Contact |
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Set Tenderer Information at the Project Level |
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Switch Between Views in the Project Directory |
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View Inactive Users, Contacts and Companies in the Project Directory |
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View the Project Directory |
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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 |
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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.
Users can take the action with this permission level.
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 |
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Add a Related Item to a File |
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Add or Edit a File Description |
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Change Permission Settings on a Folder or File |
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Check In or Out a File |
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Configure Advanced Settings: Documents |
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Create a Folder |
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Delete Files or Folders |
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Download a Previous Version of a File |
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Download Files and Folders |
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Email Files and Folders |
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Export Information |
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Export Object Data from a Model |
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Users must also have 'Read Only' or higher permission to the Models tool. | |
Manage and Set Tags for Documents |
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Manage Permissions for Files and Folders |
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Manage Who Tracks Files and Folders |
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Move and Copy Files and Folders |
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Open or Edit a File in Microsoft Office 365 |
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Preview a File |
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Rename a File |
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Rename a Folder |
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Retrieve a File or Folder from the Recycle Bin |
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Search for and Filter Documents |
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This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
Sort Document Folder Contents |
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Track a Folder or File |
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Upload a New Version of a File |
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Upload Files into a Folder |
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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 |
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View Documents |
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View a Private File or Folder |
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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. |
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.
Users can take the action with this permission level.
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 |
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Add Measurements to a Drawing |
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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 |
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Users must also have 'Standard' permissions or higher on the project's Observations tool. | ||
Add Photos to a Drawing |
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Add Snag List Items to Drawings |
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Compare Drawings |
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Delete Drawing Markups (personal) |
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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) |
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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 |
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Link a Correspondence Item on a Drawing |
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Link Items to a Drawing |
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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 |
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Link RFIs to a Drawing |
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Mark Up a Drawing (personal) |
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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 |
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Publish Personal Drawing Markups |
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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 |
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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 |
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Sync and Download Drawings |
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View Drawing Area |
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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 |
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This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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Remove Equipment from Projects |
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Scan an Equipment QR Code |
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View Equipment Details |
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Legacy Content
For the legacy Equipment experience, reference these permissions.
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.
Users can take the action with this permission level.
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 |
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Edit a Form You Created |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
Edit Any Form |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
Email a Form |
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Delete a Project Level Form |
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Download Form Templates |
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Fill out a Form |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
View a Form |
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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.
Users can take the action with this permission level.
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 |
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User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission. |
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Add a Record to an Incident |
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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 |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
Close Any Incident |
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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 |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
Create Incidents |
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This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished. | ||
Edit Any Incident |
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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 |
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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 |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |
View Incidents |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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Add Comments to an Inspection Item |
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Add Company Level Inspection Templates to Your Project |
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Add Conditional Logic to a Project Level Inspection Template |
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Add Attachments to Inspection Items |
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Add Signers to an Inspection |
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Add Signers to an Inspection Item |
+ Create Contact |
+ Create Contact |
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Clone a Project Inspection Template to a Company |
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Close an Inspection You Created |
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Close Any Inspection |
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Configure Advanced Settings: Inspections |
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Create an Inspection |
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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 |
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Create an Observation from an Inspection |
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Delete an Inspection |
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Create an Inspection Programme |
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Delete an Inspection Template |
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Edit an Inspection You Created |
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On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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Edit Any Inspection |
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On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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Edit a Project Level Inspection Template |
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Edit an Inspection Programme |
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Email Inspections |
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Export an Individual Inspection |
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Perform an Inspection |
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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 |
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Search and Filter for Inspections |
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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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Sign a Completed Inspection |
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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 |
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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 |
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View the Activity Feed of Items in an Inspection |
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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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View Change History of an Inspection |
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View Signatures on an Inspection |
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On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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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 |
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Edit an Instruction You Created |
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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 |
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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 |
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This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device | |
View Instructions |
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This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device |
Locations
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
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Add Photos to a Location |
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You must also have 'Standard' permissions or higher on the Photos tool. | |
Create a Snag List Item from a Location |
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You must also have 'Standard' permissions or higher on the Snag List tool. | |
Create an Incident from a Location |
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You must also have 'Standard' permissions or higher on the Incidents tool. | |
Create an Inspection from a Location |
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You must also have 'Standard' permissions or higher on the Inspections tool. | |
Create an Observation from a Location |
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You must also have 'Standard' permissions or higher on the Observations tool. | |
Create an RFI from a Location |
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You must also have 'Standard' permissions or higher on the RFIs tool. | |
Scan Location QR Code in the Locations Tool |
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View Items Associated with a Location |
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You must also have access to view the item within the relevant Procore tool. | |
View Locations and Heat Map |
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You must also have access to view the item within the relevant Procore tool. | |
View Location Hierarchy |
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View Locations on Drawings |
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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.
Users can take the action with this permission level.
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 |
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Add a Meeting Category |
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Add a Meeting Item |
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Add a Meeting To Your Personal Calendar |
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Add a Related Item to a Meeting |
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Add Meeting Minutes |
|
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Configure Advanced Settings: Meetings |
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Convert a Meeting from Agenda to Minutes Mode |
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Create a Follow-up Meeting |
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Create a Meeting |
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Delete Any Meeting Comment |
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Delete Own Meeting Comment |
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Create a Meeting from a Template |
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Delete a Meeting |
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Delete a Meeting Category |
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Delete a Meeting Item |
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Distribute a Meeting Agenda |
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Distribute and Redistribute Meeting Minutes |
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Edit a Meeting |
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Edit a Meeting Item |
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Export a Meeting as a PDF |
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Forward a Meeting by Email |
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Initiate an Email Communication Thread for a Meeting |
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Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. | |
Record Meeting Attendance |
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Reorder Meeting Categories |
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Reorder Meeting Items |
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Search for a Meeting |
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Star Previous Minutes |
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View a Meeting |
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View Previous Minutes |
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View the Change History of a Meeting |
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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.
Users can take the action with this permission level.
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 |
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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 |
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Create a Co-ordination Issue in the Model Viewer |
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Users also need 'Standard' or 'Admin' level permissions to the Co-ordination Issues tool. | |||
Create an Observation in the Model Viewer |
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Delete a Model |
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Download the Procore Plugin for the Models Tool |
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Edit Information for a Model |
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Edit a Co-ordination Issue in the Model Viewer |
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Users also need 'Standard' or 'Admin' level permissions to the Co-ordination Issues tool. | |||
Measure Distances on a Model |
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Publish a Model to Procore |
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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 |
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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 |
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Search for and Filter Co-ordination Issues in the Model Viewer |
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Users also need 'Read Only' or higher level permissions to the Co-ordination Issues tool. | ||
Search for and Sort Models |
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Use the Section Tool on a Model |
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View a Model |
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View the Version History of a Model |
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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.
Users can take the action with this permission level.
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 |
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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 |
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Edit a My Time Entry |
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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 |
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This action can be performed offline provided that the information was previously viewed and cached on your mobile device. | ||
Sign My Time Entries |
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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 |
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View My Time Entries |
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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.
Users can take the action with this permission level.
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 |
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Add a Comment to an Observation |
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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 |
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Users must also have 'Standard' level permissions or higher on the project's Drawings tool. | ||
Close an Observation |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
Create an Observation |
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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 |
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Create Observations on a Drawing |
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Users must also have 'Standard' level permissions or higher on the project's Drawings tool. | ||
Edit an Observation You Created |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
Edit Any Observation |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |||
Email an Observation |
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Respond to an Observation |
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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 |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. |
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Bulk Edit Photos |
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Create a Photo Album |
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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 |
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Create Items from Photos |
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Users must also have 'Standard' level permissions or higher for the tool where you are creating the item. | ||
Delete Photos |
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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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Drag and Drop Images into Procore's Photos Tool |
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Download a Photo |
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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 |
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Email a Photo |
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Mark Up a Photo |
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Mention Someone in a Photo Comment |
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Search and Filter for Photos |
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Send Photos from the Photos tool to the Site Diary |
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Sort Photo Albums |
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Take and Add Photos to an Album |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
View Photos |
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This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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View the Project Dashboard |
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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.
Users can take the action with this permission level.
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 |
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Add, Edit or Delete Project Details from the Project Overview |
Users must also have the following permissions:
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Add, Edit or Delete Project Links from the Project Overview |
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Add, Edit or Delete the Project Message and Notes from the Project Overview |
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Change the Project Stage from the Project Overview |
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Manage Project Team Roles from the Project Overview |
Users must also have 'Admin' level permissions to the Project Directory tool. | ||||
Quick Create an Item from the Project Overview |
Users must also have permissions to create the item in the relevant Procore tool. | ||||
View Open Items from the Project Overview |
Users must also have permissions to view the item in the relevant Procore tool. | ||||
View Project Details from the Project Overview |
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View Project Message from the Project Overview |
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View Project Team from the Project Overview |
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View Project Weather from the Project Overview |
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View Details of Recent Project Activity from the Project Overview |
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View Recent Project Activity from the Project Overview |
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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.
Users can take the action with this permission level.
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 |
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View a Main Contract You were Added To |
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View Any Main Contract |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. |
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.
Users can take the action with this permission level.
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 |
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Add a Photo to a Snag List Item |
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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 |
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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
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Download Attachments from a Snag List Item |
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Edit a Snag List Item |
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Notify Assignees of Snag Items |
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Reassign a Snag List Item |
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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 |
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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 |
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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 |
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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 |
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View Private Snag List Item |
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View Snag List Items Assigned to Users within your Company |
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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 | ||||
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None | Read Only | Standard | Admin | iOS | Android | |
Close an RFI | ![]() |
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Create an RFI | ![]() |
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iOS* | Android* | ||
Create a Change Event from an RFI | ![]() |
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iOS** | Android* | ||
Edit an RFI | ![]() |
iOS** | Android** | |||
Email an RFI | ![]() |
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iOS | Android | ||
Respond to an RFI | ![]() |
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iOS | Android* | ||
Search for and Filter RFIs | ![]() |
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iOS** | Android | |
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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.
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.
Users can take the action with this permission level.
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 |
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Add Related Items to a Programmed Task |
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Configure Advanced Settings: Programme |
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Configure Programme Notification Emails |
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Configure the Project Level Programme Tool for Primavera P6 |
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Clear an Integrated Programme |
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Create a Calendar Item |
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Create Lookahead |
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Create Lookahead Tasks |
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Delete Calendar Item |
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Delete Lookahead |
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Delete Lookahead Tasks |
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Edit Any Calendar Item |
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Edit a Calendar Item You Created |
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Edit Lookahead Task |
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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 |
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Request a Programme Change |
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Search and Filter for Programmed Tasks |
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Send Recurring Project and Resource Programmes |
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Update a Project Programme File |
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Update Lookahead Tasks |
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Update Task Completion Percentage |
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Upload a Project Programme File to Procore's Web Application |
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Upload an Asta Powerproject Programme |
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View a Project Programme |
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View a Programmed Task |
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View Lookaheads |
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View the Change History of Lookaheads |
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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 | ||||
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None | Read Only | Standard | Admin | iOS | Android | |
Manage App Preferences (iOS) | ![]() |
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Manage Project Settings (iOS) | ![]() |
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View Current Items in the Upload Queue | ![]() |
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* 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.
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.
Users can take the action with this permission level.
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 |
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Add a Related Item to a Specification |
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Configure Advanced Settings: Specifications |
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Create a Specification Set |
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Delete Pending Specification Uploads |
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Delete Specification Section Revisions |
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Download Specifications |
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Edit Specification Sections and Divisions |
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Email Specifications |
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Export Specifications as a PDF or CSV |
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Manually Create Divisions |
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Manually Create Specification Sections |
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Mark Specifications as Obsolete |
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Review and Publish Specifications |
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Search and Filter for Specifications |
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Submittal Builder: Add Submittals |
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Users must also have 'Admin' level permission on the project's Submittals tool. | |
Submittal Builder: Configure Submittal Titles |
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Users must also have 'Admin' level permission on the project's Submittals tool. | |
Submittal Builder: Generate Submittals from Specifications |
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Users must also have 'Admin' level permissions to the Submittals tool. | |
Upload Specification Revisions |
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Upload Specifications |
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View a Deleted Specifications Report |
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View Report of All Specification Revisions |
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View Specifications |
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View Change History for Specifications |
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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 | ||||
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None | Read Only | Standard | Admin | iOS | Android | |
Email Submittals | ![]() |
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iOS | Android | ||
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iOS* | Android | |
Search and Filter for Submittals | ![]() |
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iOS** | Android** | |
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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.
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.
Users can take the action with this permission level.
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 |
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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 |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
Add Tasks |
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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 |
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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 |
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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 |
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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' |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
Delete a Task |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
Edit Any Task |
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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 |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
Search for Tasks |
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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 |
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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 |
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This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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Add a Crew to an Existing Timesheet You Created |
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Add a Crew to any Existing Timesheet |
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Add Employees to a Timesheet you Created |
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Add Employees to any Timesheet |
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Add Quantities to a Timesheet you Created |
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Add Quantities to Any Timesheet |
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Approve a Timesheet |
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Bulk Enter Time in a Timesheet |
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On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. |
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Configure Advanced Settings: Project Level Timesheets |
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Copy Previous Timesheet |
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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 |
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Delete a Timesheet You Created |
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Delete Any Timesheet |
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Delete Budgeted Labour Hours and Budgeted Production Quantities |
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'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
Delete Quantities on a Timesheet |
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Users with 'Standard' level permissions can only delete quantities to timesheets they have created. | ||
Edit a 'Pending' Timesheet |
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Users with granular permissions can in line edit one timesheet at a time. | |
Edit a Timesheet You Created |
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Edit Any Timesheet |
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Edit the Status of a 'Reviewed' Timesheet |
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Edit Quantities on a Timesheet |
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Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet. | ||
Export a Project's Timesheets |
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Export the Field Production Report |
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'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 |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
Import a Unit Quantity Based Budgeted |
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'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
Review a Timesheet |
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Search for and Filter Project Level Timesheets |
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Set Up a Daily Reminder for Timesheets |
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Set up a Field Production Report |
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Additional permissions are needed to complete this action:
|
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Sign a Timesheet |
Permissions for this action are set in the company's Timecard tool. | ||||
Sign Timesheets for All Projects |
Permissions for this action are set in the company's Timecard tool. | ||||
View a Field Production Report |
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'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 |
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'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 |
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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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View a Timesheet (not Private) |
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View a Timesheet Entry Signature |
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View Quantities on a Timesheet |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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.
Users can take the action with this permission level.
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 |
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Add a Daywork Sheet to a Change Event |
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Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
Add Equipment Entries on a Daywork Sheet |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Best Practices for Configuring Daywork Sheets |
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Create a Daywork Sheet |
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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 |
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Users with 'Standard' permission are only permitted to modify the sheets they create. | ||
Close or Reopen Any Daywork Sheet |
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Configure Advanced Settings: Daywork Sheets
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Create a Change Event from a Daywork Sheet |
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Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
Create Equipment from a Daywork Sheet You Created |
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Create Equipment from Any Daywork Sheet |
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Delete a Daywork Sheet You Created |
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Delete Any Daywork Sheet |
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Edit a Daywork Sheet You Created |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Edit Any Daywork Sheet |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Export a Daywork Sheet as a PDF |
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Request a Signature on a Daywork Sheet |
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Retrieve a Daywork Sheet You Created |
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Retrieve Any Daywork Sheet |
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Search and Filter Daywork Sheets |
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This action can be performed offline when using a mobile device. |
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Sign a Daywork Sheet |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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View a Daywork Sheet |
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This action can be performed offline when using a mobile device. |