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Procore (en-GB)

Permissions

Project Level Admin

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

NEW : Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

BETA : Indicates the task requires you to contact your Procore point of contact to participate in the Beta program. 

tool-icon_integration.png : Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
BETA Activate Budget Codes on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Project to a Programme   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add and Remove Project Tools   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Add Custom Segments to the Project Budget Code Structure       icon-mindtouch-table-check.png
Add Equipment       icon-mindtouch-table-check.png
NEW Add Segment Items to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
NEW Add Sub Job Segment Items to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Tiered Locations to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
tool-icon_integration.png Add Sage 300 CRE Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Allow or Disallow Users to Create Locations within a Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Arrange the Project Budget Code Structure       icon-mindtouch-table-check.png
Assign an Office Location to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Assign a Project to a Different Programme   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Assign Project Cost Codes to Sub Jobs       icon-mindtouch-table-check.png
Change a Project's Status to Active or Inactive   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change Your Project's Stage of Construction   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Name of a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Project Address   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Close Out a Project       icon-mindtouch-table-check.png
Configure General Settings: Project Admin   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Project Webhooks       icon-mindtouch-table-check.png
NEW Copy Company Cost Codes to a Project       icon-mindtouch-table-check.png
NEW Copy Company Segments to a Project       icon-mindtouch-table-check.png
Copy People From One Project to Another   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Create Your Project's Work Breakdown Structure       icon-mindtouch-table-check.png
BETA Deactivate Budget Codes on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Tiered Location from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png
NEW Delete Sub Jobs from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Delete Unused Segment Items from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit an Existing Budget View       icon-mindtouch-table-check.png
Edit or Add General Project Information   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Edit Segment Items on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png
NEW Edit Sub Jobs on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Tiered Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Classifications on a Project       icon-mindtouch-table-check.png
tool-icon_integration.png Enable ERP Job Cost Transaction Syncing on a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the DocuSign Integration   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the Labour Productivity Cost Features for Project Financials       icon-mindtouch-table-check.png
Export Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Export Segments to CSV   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png1
Generate and Print QR Codes for Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import Segment Items into your Project Level Admin Tool       icon-mindtouch-table-check.png
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Rearrange the Tool's in the Project Toolbox   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
tool-icon_integration.png Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Remove a Project from a Programme   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Remove Segments from the Project Budget Code Structure       icon-mindtouch-table-check.png
 Request to Import Segment Items       icon-mindtouch-table-check.png
Request a Multi-tiered Locations Import   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set the Project Type   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Labour Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png2
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png3
Upload a Project Logo   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 You must have 'Admin' permissions to the Project level tool that you want to extract data from.

2 The Project level Timesheets tool must also be enabled. 

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.