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Procore (en-GB)

Permissions

Payment Applications

User access to the Invoicing tool depends on the user's access permission to the contract in the Main Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool. 

Payment Applications

Job Role None Read Only Standard Admin
Create Automatic Billing Periods       icon-mindtouch-table-check.png 1
Create Manual Billing Periods       icon-mindtouch-table-check.png 1

1 To perform this task in the project's Invoicing tool, users must be granted 'Admin' level permissions on the project's Commitments tool.   

Main Contracts

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

Task None Read Only Standard Admin
Create Payment       icon-mindtouch-table-check.png
Create an Owner Payment Application        icon-mindtouch-table-check.png
Edit an Owner Payment Application's Configurable PDF View       icon-mindtouch-table-check.png
Email an Owner Payment Application        icon-mindtouch-table-check.png

Commitments

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

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as an Payment Application Contact   icon-mindtouch-table-check.png 4    
Add Payment Application Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor BOQ to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Payment Application on Behalf of an Payment Application Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Payment Application for Release of Retention     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create Payment Application Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Payment Applications        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete an Payment Application       icon-mindtouch-table-check.png
Enable or Disable a Subcontractor BOQ Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Review a Subcontractor Payment Application as an Admin       icon-mindtouch-table-check.png
Review Payment Application Line Items as an Payment Application Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit an Payment Application as an Payment Application Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Payment Application Contact       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Payment Application     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Payment Application as an Payment Application Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor BOQ as an Payment Application Contact    icon-mindtouch-table-check.png5  icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Payment Application Contact on the commitment. See Add Payment Application Contacts to a Commitment

2 To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as a payment application contact on the commitment. See Add Payment Application Contacts to a Commitment

3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an payment application contact on the commitment. See Add Payment Application Contacts to a Commitment. To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.  

4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as an payment application contact on the purchase order or subcontract.

5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as an payment application contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list.