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Procore

Variations - User Permissions

Variations

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

Task None Read Only Standard Admin
Add a Related Item to a Commitment Variation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Main Contract Variation       icon-mindtouch-table-check.png
Approve or Reject Commitment Variations 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Variations       icon-mindtouch-table-check.png
Create a PDF of a Variation   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Variation 2       icon-mindtouch-table-check.png
Email Forward a Variation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Variations 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To perform this task as a user with 'Standard' level permissions on the Variations tool, you must be the 'Designated Reviewer' on the variation. See Create a Commitment Variation.

2 Users with 'Admin' level permissions on the project's Variations tool must be granted additional tool permissions: (1) To edit a Commitment Variation (CV), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Main Contract Variation (MCV), 'Admin' level permissions on the project's Main Contracts tool. Additional factors may also apply. For details, see Edit a Variation.  

Users with 'Read Only' or 'Standard' level permissions on the project's Variations tool can view variations for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

4 Users with 'Admin' level permissions to the project's Variations tool can also view variations for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Main Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Variations Tool       icon-mindtouch-table-check.png