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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 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.

Task None Read Only Standard Admin
Add Financial Markup to Main Contract Variations       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 Commitment Variation from a Main Contract Variation       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 Received for a Main Contract       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 for a Main Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a 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 Commitment Variation Linked to a Potential Variation for a Main Contract       icon-mindtouch-table-check.png
Edit an Owner Payment Application's Configurable PDF View       icon-mindtouch-table-check.png
Edit a Main Contract 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Main Contract       icon-mindtouch-table-check.png
Email an Owner Payment Application        icon-mindtouch-table-check.png
Email a Potential Variation for a Main Contract       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 3   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
Remove a Variation from a Main Contract       icon-mindtouch-table-check.png
Delete a Main Contract Variation       icon-mindtouch-table-check.png
Search for and Add Filters to Main Contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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' level permissions can only create a PV if the 'Allow Standard Level Users to Create PVs' tickbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Main Contract.

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

3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.