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Procore (en-GB)

Permissions

Main Contract

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

icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add Financial Markup to Main Contract Variations (MCVs)       icon-mindtouch-table-check.png
Add a Related Item to a Main Contract Variation       icon-mindtouch-table-check.png
Approve a Main Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Main Contract       icon-mindtouch-table-check.png
Create a CV From a PV       icon-mindtouch-table-check.png
Create a Configurable PDF of an Owner Payment Application       icon-mindtouch-table-check.png
Create Variation Request       icon-mindtouch-table-check.png
Create Payment       icon-mindtouch-table-check.png
Create an Owner Payment Application        icon-mindtouch-table-check.png
Create a Main Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Variation 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Main Contract Variation       icon-mindtouch-table-check.png
Create Bill of Quantities (BOQ) from the Budget       icon-mindtouch-table-check.png
Delete a Main Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a CV Linked to a PV       icon-mindtouch-table-check.png
Edit an Owner Payment Application's Configurable PDF View       icon-mindtouch-table-check.png
Edit a Main Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Advanced Settings Subtab in Main Contract       icon-mindtouch-table-check.png
Email an Owner Payment Application        icon-mindtouch-table-check.png
Email a Potential Variation (PV)       icon-mindtouch-table-check.png
Email Main Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Main Contract       icon-mindtouch-table-check.png
Export a Configurable PDF of an Owner Payment Application       icon-mindtouch-table-check.png
Export a Main Contract to DOCX       icon-mindtouch-table-check.png
Export a Main Contract to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Main Contract Variations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Main Contract CSV       icon-mindtouch-table-check.png
Import a ProEst Estimate for the Main Contract BOQ       icon-mindtouch-table-check.png
Remove a Potential Variation or Variation Request       icon-mindtouch-table-check.png
Remove a Main Contract Variation       icon-mindtouch-table-check.png
Set or Release Retention For All Line Items For an Owner Payment Application       icon-mindtouch-table-check.png
Set Up a Main Contract       icon-mindtouch-table-check.png
View Main Contract  2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Main Contract       icon-mindtouch-table-check.png

1 Users with 'Standard' permission can only create a PV if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Main Contract.

2 Users with 'Read-Only' and 'Standard' permission can only view a main contract that is private if they have been added to the 'Private' drop-down list on the main contract.