Project Admin Tool - User Permissions
Project Level Admin
Important
Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Activate Budget Codes on a Project |
|
|
|||
Add a Project to a Program |
|
||||
Add and Remove Project Tools |
|
|
|||
Add Custom Segments to the Project Budget Code Structure | |||||
|
|
||||
Add Equipment | |||||
Add Segment Items to a Project |
|
|
|
||
Add Spec Sections to the Admin Tool | |||||
Add Sub Job Segment Items to a Project |
|
|
|||
Add Tiered Locations to a Project (Legacy) |
|
|
|||
Allow or Disallow Users to Create Locations within a Tool | |||||
Arrange the Project Budget Code Structure |
|
|
|||
Assign an Office Location to a Project |
|
|
|||
Assign a Project to a Different Program |
|
|
|||
Assign Project Cost Codes to Sub Jobs | |||||
Change a Project's Status to Active or Inactive |
|
|
|||
Change Your Project's Stage of Construction |
|
|
|||
Change the Name of a Procore Project |
|
|
|||
Change the Project Address |
|
|
|||
Configure General Settings: Project Admin |
|
|
|||
Configure Project Webhooks | |||||
Copy Company Cost Codes to a Project |
|
|
|||
Copy Company Segments to a Project | |||||
Copy People From One Project to Another |
|
|
|||
Create Your Project's Work Breakdown Structure | |||||
Deactivate Budget Codes on a Project |
|
|
|||
Delete Tiered Location from a Project (Legacy) |
|
|
|||
Delete Spec Sections from the Admin Tool | |||||
Delete Sub Jobs from a Project |
|
|
|||
Delete Unused Segment Items from a Project |
|
|
Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. | ||
Edit an Existing Budget View | |||||
Edit or Add General Project Information |
|
|
|||
Edit Segment Items on a Project |
|
|
Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool. Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. |
||
Edit Spec Sections in the Admin Tool | |||||
Edit Sub Jobs on a Project |
|
|
|||
Edit Tiered Locations (Legacy) |
|
|
|||
Enable Classifications on a Project | |||||
Enable the DocuSign® Integration |
|
|
|||
Enable the Labour Productivity Cost Features for Project Financials | |||||
Export Locations (Legacy) |
|
|
|||
Export WBS Segments to CSV |
|
|
|||
Extract Project Data Using Procore Extracts | You must also have Admin level permissions to the Project level tool you want to extract data from. | ||||
|
|
||||
Generate and Print QR Codes for Locations (Legacy) |
|
|
|||
|
|
||||
Import Segment Items into your Project Level Admin Tool | |||||
Import Spec Sections to the Admin Tool | |||||
Rearrange the Tool's in the Project Toolbox |
|
|
|||
Remove a Project from a Program |
|
|
|||
Remove Segments from the Project Budget Code Structure | |||||
Request to Import Segment Items | |||||
Request a Multi-tiered Locations Import (Legacy) |
|
|
|||
Set the Project Type |
|
|
|||
Set Up a Labour Budget to Actual Report for the Timesheets Tool | The Project level Timesheets tool must also be enabled. 'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process. |
||||
Set User Permissions for the Project Admin Tool | The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. | ||||
Upload a Project Logo |
|
|
|||
Users with Read Only or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission. | |||||
View Project Insights |