Payment applications - User Permissions

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User access to the Project level Payment applications tool depends on the user's access permission to the contracts in the Project level 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 Payment applications tool.

PAYMENT applications

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Important

Permissions for Payment applications are granted by assigning permissions for the Project level Commitments tool.

Action	None	Read Only	Standard	Admin	Notes
Bulk Edit Subcontractor Payment application Status with the Payment Applications Tool Web
Bulk Send Subcontractor Payment applications to DocuSign® with the Payment Applications Tool Web
Compile Subcontractor Payment application Backups with the Payment Applications Tool Web
Configure Settings: Payment Applications Web
Create Automatic Billing Periods Web
Create Manual Billing Periods Web
Edit Billing Periods Web
Manage Billing Periods Web

Main Contracts

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Important

What granular permissions are available for the project's Main Contracts tool?

Action	None	Read Only	Standard	Admin	Notes
Create a Main Contract Payment Applications Web
Create a Record for a Payment Received Web
Delete Main Contract Payment Applications Web
Edit Main Contract Payment Applications Web
Email Main Contract Payment Applications Web
Export Main Contract Payment Applications Web
View a Summary Preview of an Owner Payment application Web
View a Main Contract That is Not Private Web iOS Android
View a Private Main Contract You were Added To Web iOS Android					Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Main Contracts. This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Commitments

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Important

What granular permissions are available for the project's Commitments tool?

PROCORE SUPPORT: INTERNAL NOTES

Some Procore customers choose to grant downstream collaborators a higher level of permissions than documented in this matrix. Although this practice is supported, it is NOT recommended for the reasons stated below:

'Standard' level permissions on the project's Commitments tool. Although this permission gives designated payment application contacts the ability to create payment applications with the Commitments tool, it also gives users permission to see ALL purchase orders and subcontracts that are NOT marked 'Private.' Because payment application contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to payment application contacts.
'Admin' level permission on the project's Commitments tool. Although this permission gives users the ability to create payment applications, it gives the user full edit access to all of the commitments in the project's Commitments tool. It also gives the user permission to create payment applications before and after the 'Due Date.' Because payment application contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to payment application contacts.

Action	Read Only	Standard	Notes
Accept or Decline an 'Invite to Bill' as a Payment Application Contact Web			Users must also be the payment application contact on the purchase order or subcontract.
Add a New Payment to the Payments Issued Tab of a Commitment Web
Add Payment application Contacts to a Purchase Order or Subcontract Web
Add a Subcontractor BOQ to a Commitment Web
Create a Payment Issued Web
Create a Purchase Order Web iOS Android	Create a Purchase Order Contract	Create a Purchase Order Contract	This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.
Create a Payment Application on Behalf of a Payment Application Contact Web
Create a New Subcontractor Payment application as a Payment Application Contact Web			Users with 'Read Only' level permissions must also be designated as an payment application contact on the purchase order or subcontract.
Create a Subcontractor Payment application for Release of Retention Before, During or After the Current Billing Period Web
Create a Subcontractor Payment application for Release of Retention During the Current Billing Period Web			Users with 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.
Create a Subcontractor Bill of Quantities (SBOQ) Web	Create Purchase Order AND Create Subcontract	Create Purchase Order AND Create Subcontract
Create a Payment Received for a Main Contract Web
Delete a Subcontractor Payment application Web	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract
Edit a Commitment's Bill of Quantities Web iOS Android	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract	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 Web iOS Android			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.
Enable or Disable a Subcontractor BOQ Tab on a Commitment Web
Enable the Payments Issued Tab on a Commitment Web
Forward a Subcontractor Payment application by Email Web
Review a Subcontractor Payment application as a Payment Application Administrator Web
Review Payment Application Line Items as a Payment Application Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.
Revise & Resubmit a Subcontractor Payment application as a Payment Application Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.
Search Commitments Web iOS Android			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.
Send an 'Invite to Bill' to a Payment Application Contact Web
Set or Release Retention on a Subcontractor Payment application Before, During or After the Current Billing Period Web
Set or Release Retention on a Subcontractor Payment application During the Current Billing Period Web			Users with 'Standard' level permissions must also be designated as an payment application contact on the purchase order or subcontract.
Submit a New Payment application as a Payment Application Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be the payment application contact on the purchase order or subcontract.
Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Payment Applications Tool Web			Users with 'Read Only' and 'Standard' level permissions must also be an payment application contact.