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Procore (en-GB)

User Permissions Matrix - Web

The following reference page is a comprehensive breakdown of all user actions and the specific user permissions (Read Only, Standard, and/or Admin) that are required to be able to perform that action. Since certain tools are available at both the Company and Project levels, be sure to select the appropriate navigational hyperlink below.

Company Level

Project Level


Company Level

Admin (Company Level)

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

NEW - Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

LEGACY - Indicates the task can only be performed until your company receives the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

tool-icon_integration.png - Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
Add a Budget View for Real-Time Labour Costing       icon-mindtouch-table-check.png
Add a Custom Department       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Programme       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add a Template Correspondence Type       icon-mindtouch-table-check.png
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
NEW Add Company Cost Codes       icon-mindtouch-table-check.png
NEW Add Company Cost Types       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
NEW Add Custom Segments       icon-mindtouch-table-check.png
LEGACY Add, Edit and Delete Company Cost Codes       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
NEW Add Segment Items       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
tool-icon_integration.png Archive and Unarchive Cost Codes Synced with an ERP Integration       icon-mindtouch-table-check.png
NEW Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
tool-icon_integration.png Configure Cost Code Preferences for ERP Integrations       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
NEW Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
NEW Deactivate Segment Items       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Programme       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
NEW Delete Custom Segments       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
NEW Edit Custom Segment Settings       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Programme Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
NEW Edit Segment Items       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
NEW Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords and Session Timeout Intervals       icon-mindtouch-table-check.png
NEW Enable Sub Jobs for WBS       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png
NEW Export Segments to CSV       icon-mindtouch-table-check.png
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png
NEW Reactivate Segment Items       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Up the Procore Labour Productivity Cost Budget View        icon-mindtouch-table-check.png
Set Default Variation Configuration       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.png
NEW View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools. 

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Cost Catalogue

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Directory (Company Level)

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 Company Permissions Template for more information.

 Important
A user who is granted 'Admin' permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools and all Company level tools.
Task None Read Only Standard Admin
Add a Company to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Company Directory       icon-mindtouch-table-check.png
Add a User Account to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add an Existing User to Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Allow Users to Create New Projects       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Permissions to Company Tools in the Company Directory       icon-mindtouch-table-check.png
Change a User's Project Permissions Template in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Company Directory       icon-mindtouch-table-check.png
Customise the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Deactivate a Company in the Company Directory       icon-mindtouch-table-check.png
Delete a Distribution Group from the Company Directory       icon-mindtouch-table-check.png
Designate an Insurance Manager for Your Procore Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Download a vCard for a User Account in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Company or User Import Template     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Edit a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group in the Company Directory       icon-mindtouch-table-check.png
Edit a User Account in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export the Company Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Inactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Procore Users to Join a Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite or Re-invite a User to Procore   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Log in to Procore Web icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Merge Companies       icon-mindtouch-table-check.png
Perform Bulk Actions on the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove an Existing User from Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Company Insurance   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Respond to a 'Welcome to Procore' Email icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Company or User Import Template to Procore     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png
Set Tenderer Information at the Company Level   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update Expiring Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Update the Company or User Import Template Requires Microsoft Excel 2
View Company Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View User Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1  A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See Grant Granular Permissions in a Project Permissions Template and Request Company and User Imports.

2  The template is designed for use with Microsoft Excel. Although not recommended, you may be able to use a spreadsheet program that is compatible with the XLSX format. A user with 'Admin' level permission or a user with 'Standard' level permission plus the 'Request Company and People Imports' granular permission can download the template from the Procore web application. See Download the Company or User Import Template.

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Documents (Company Level)

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

Task None Read Only Standard Admin
Add or Edit a File Description in the Company Level Documents Tool       icon-mindtouch-table-check.png
Check Files In or Out in the Company Level Documents Tool     icon-mindtouch-table-check.png 1, 2 icon-mindtouch-table-check.png
Configure Advanced Settings: Company Documents       icon-mindtouch-table-check.png
Create a New Folder in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files and Folders in the Company Level Documents Tool       icon-mindtouch-table-check.png
Download a Previous Version of a File in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Download Files and Folders from the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Email Files or Folders from the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Export Information from the Company Level Documents Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage File and Folder Tracking in the Company Level Documents Tool       icon-mindtouch-table-check.png
Manage Permissions for Company Level Documents       icon-mindtouch-table-check.png
Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Rename a File in the Company Level Documents Tool       icon-mindtouch-table-check.png
Rename a Folder in the Company Level Documents Tool       icon-mindtouch-table-check.png
Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Company Level Documents   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Upload a New Version of a File in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files or Folders to the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Documents in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only check in a file that they have checked out.

2 Users with 'Read Only' or 'Standard' level permissions can only access 'Private' files and folders if they have been granted access to the file or folder.

3 Search results will only include the documents the user performing the search has access to.

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ERP Integrations

 

Integration by Procore | Integration by Ryvit | Sage 100 Contractor | Sage 300 CRE | QuickBooks


Integration by Procore

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Integration by Ryvit

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Sage 100 Contractor

Sage 300 CRE

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QuickBooks

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Permissions

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

Task None Read Only Standard Admin
Assign Company Permissions Templates in the Permissions Tool       icon-mindtouch-table-check.png 1
Assign Default Project Permissions Templates in the Permissions Tool       icon-mindtouch-table-check.png 2, 3
Create a Company Permissions Template       icon-mindtouch-table-check.png
Create a Project Permissions Template       icon-mindtouch-table-check.png 4
Delete a Company Permissions Template       icon-mindtouch-table-check.png
Delete a Project Permissions Template       icon-mindtouch-table-check.png
Duplicate a Project Permissions Template       icon-mindtouch-table-check.png
Edit a Company Permissions Template       icon-mindtouch-table-check.png
Edit a Project Permissions Template       icon-mindtouch-table-check.png
Export Company Permissions Templates       icon-mindtouch-table-check.png
Export Project Permissions Template Assignments       icon-mindtouch-table-check.png
Export Project Permissions Templates       icon-mindtouch-table-check.png
Grant Granular Permissions in a Company Permissions Template       icon-mindtouch-table-check.png
Grant Granular Permissions in a Project Permissions Template       icon-mindtouch-table-check.png
Manage Company Permissions Templates       icon-mindtouch-table-check.png
Manage Project Permissions Templates       icon-mindtouch-table-check.png
Rename a Company Permissions Template       icon-mindtouch-table-check.png
Rename a Project Permissions Template       icon-mindtouch-table-check.png
Search for and Filter Users in the Permissions Tool       icon-mindtouch-table-check.png

1 Users with the appropriate permissions can assign company permissions templates to users in the Company level Directory tool when creating or editing a user account. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

2 Users with the appropriate permissions on the Company level Directory tool can assign a default project permissions template to a user when creating or editing the user's Directory record. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

3 Users with the appropriate permissions on the Company level Directory or Project level Directory tools can change a user's project permissions template on a specific project when adding the user to a project or editing the user's Directory records. See Add a User Account to the Project DirectoryEdit a User Account in the Company Directory and Edit a User Account in the Project Directory.

4 Users with the appropriate permissions can create project specific permission templates in the Project level Directory tool. See Create a Project Specific Permissions Template from the Project Directory.

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Planroom

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

Task None Read Only Standard Admin
Configure Advanced Settings: Planroom       icon-mindtouch-table-check.png
Download Tender Documents * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reading Your Tender Package * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Tender Packages in the Company       icon-mindtouch-table-check.png
View Tender Package (that they have access to) * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom Tool * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

*Tenderers need to be added to the Company level Directory in order for you to invite them to tender on a project. Once a company is added to a tender package, tenderers within that company will automatically be given access to the Planroom upon logging into Procore.

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Portfolio

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

Task None Read Only Standard Admin
Add Favourites to the Company Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Filters to the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Project Notes       icon-mindtouch-table-check.png
Apply a Project Template to a New Project       icon-mindtouch-table-check.png
Change Your Password   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure a Project Template       icon-mindtouch-table-check.png
Configure Advanced Settings: Portfolio       icon-mindtouch-table-check.png
Create a New Project   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Edit a Project Template       icon-mindtouch-table-check.png
Export a List of Projects from the Company Portfolio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Your 'My Open Items' List for a Company Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revoke Access for Connected Apps   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search the Company Portfolio for Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Dashboard View Permissions       icon-mindtouch-table-check.png
Set Up and Manage Your Favourites   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set User Permissions for the Portfolio Tool       icon-mindtouch-table-check.png
Show Projects on Google Maps from the Portfolio Tool    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Financial Project Views       icon-mindtouch-table-check.png
Switch Between the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload Your Avatar or Profile Photo to Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Inactive Projects   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View My Open Items in the Portfolio Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Health Dashboard in the Portfolio Tool       icon-mindtouch-table-check.png

1 This task requires 'Admin' level permissions on the Company level Directory tool or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

2 Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

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Prequalification Portal

The following table highlights which user permissions are required to perform the described user action.
Note: Users will only have access to prequalification forms that they have been invited to collaborate on.

Task None Read Only Standard Admin
Edit a Prequalification Form via the Prequalification Portal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Prequalification Variation Request   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

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Prequalifications

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

Task None Read Only Standard Admin
Add a Comment on a Prequalification Form     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Assign a Prequalification Primary Contact       icon-mindtouch-table-check.png
Bulk Invite Companies to Prequalify          icon-mindtouch-table-check.png2
Configure Advanced Settings: Prequalifications       icon-mindtouch-table-check.png
Create a Variation Request for a Prequalification Form       icon-mindtouch-table-check.png
Customise the Column Display in the Prequalification Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Comment on a Prequalification Form       icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Edit the Prequalification Form        icon-mindtouch-table-check.png
Filter Prequalification Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite a Company to Prequalify          icon-mindtouch-table-check.png2
Preview the Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review a Submitted Prequalification Form       icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Set the Status on a Prequalification Form        icon-mindtouch-table-check.png
View a Comment on a Prequalification Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Company's Prequalification Information     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Prequalification Form        icon-mindtouch-table-check.png
View the Prequalification Company List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

'Standard' level users can view all categories response data except for Financials.

'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.

'Standard' level users can perform functions on items they have created.

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Programs

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

Task None Read Only Standard Admin
Add Programmes       icon-mindtouch-table-check.png*
Add a Project to a Programme       icon-mindtouch-table-check.png*
Assign a Project to a Different Programme       icon-mindtouch-table-check.png*
Delete a Programme       icon-mindtouch-table-check.png*
Edit Programme Information       icon-mindtouch-table-check.png*
Remove a Project from a Programme       icon-mindtouch-table-check.png*
View Programmes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

* These actions require the displayed permissions on either the Company or Project level Admin tool.

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Reports (Company Level)

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

Task None Read Only Standard Admin
Add a Visual to a Custom Company Report     icon-mindtouch-table-check.png1, 2 icon-mindtouch-table-check.png1, 2
Aggregate Data in a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Delete a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Distribute a Snapshot of a Custom Company Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Download an Open Submittals Report   icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5
Edit a Company Level Custom Report     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Export a Custom Company Report   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Share a Custom Company Report       icon-mindtouch-table-check.png1
Share a Dashboard       icon-mindtouch-table-check.png6
View Company Reports   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

This task can only be completed by the creator of a report's visuals.

5 The Company Level Open Submittals Report must be enabled on the backend by Procore.

This task can only be completed by the dashboard's creator.

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Programme (Company Level)

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

Task None Read Only Standard Admin
Create Calendar Items     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Level Programme       icon-mindtouch-table-check.png
Search Project Programmes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Programme Tasks (for projects they have access to)  mobile-icon-sm.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Programmed Tasks for All Projects       icon-mindtouch-table-check.png

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Timecard

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

Task None Read Only Standard Admin
Configure Advanced Settings: Timecard       icon-mindtouch-table-check.png
Configure Your Company For The Timecard       icon-mindtouch-table-check.png
Create  a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Timecards Report       icon-mindtouch-table-check.png
Delete a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Timecard       icon-mindtouch-table-check.png
View a Timecard 1,2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users with 'Standard' level permissions can view, create, edit and delete their own timecards. 

 2 Users with 'Read Only' level permissions can only view their own timecards. 

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Timesheets (Company Level)

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

Task None Read Only Standard Admin
Configure Advanced Settings: Company Level Timesheets        icon-mindtouch-table-check.png
Configure the Company Timesheets Payroll Settings        icon-mindtouch-table-check.png
Customise the Column Display in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Timecard Entry in the Company Level Timesheets Tool       icon-mindtouch-table-check.png1,2 icon-mindtouch-table-check.png
Duplicate Your Company's Timesheets in Bulk        icon-mindtouch-table-check.png
Edit a Timecard Entry in the Company Level Timesheets Tool       icon-mindtouch-table-check.png1,2  icon-mindtouch-table-check.png
Edit Your Company's Timesheets in Bulk        icon-mindtouch-table-check.png
Export a Timer List as an IIF file from QuickBooks® Desktop 3,5 This task is performed in QuickBooks® Desktop
Export Timecard Entries from Procore to Import into QuickBooks® Desktop 3,5          icon-mindtouch-table-check.png3
Export Timesheet Data from Procore into Sage 300 CRE® 4,5       icon-mindtouch-table-check.png4
Export Your Company's Timecard Entries to CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Timecard Entries from the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Procore Time Entries into QuickBooks® Desktop 3,5 This task is performed in QuickBooks® Desktop
Mark a Timecard Entry as Completed in the Company Level Timesheets Tool       icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png
Perform Bulk Approval Actions in the Company Level Timesheets Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reallocate Timecard Entry Hours for an Employee     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter Time Entries in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Rounding Rule for Your Company Timesheets       icon-mindtouch-table-check.png
Transfer Procore Timecard Entries to QuickBooks® Desktop 3,5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Timecard Entry in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png7

1 'Admin' users on the project's Timesheets tool can perform functions on all time entries.

'Standard' users on the project's Timesheets tool can perform functions on time entries that they have created. 

3 'Admin' level permissions are required on QuickBooks® Desktop to complete this function.

4 'Admin' level permissions are required on Sage 300 CRE® Desktop to complete this function.

5 Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector and/or Procore + Sage 300 CRE® Connector

6 'Admin' users on the Company's Timesheets tool who have been added to the project can perform functions.

7 'Admin' users on the Company's Timesheets tool can perform functions on all time entries.

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Workforce Planning

To access the Workforce Planning tool, users must have 'Read Only' permissions or higher for the Workforce Planning tool in the Company level directory. Their ability to take  actions within the Workforce Planning tool are managed by these additional granular permissions.

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Project Level

Action Plans

icon-mindtouch-table-mobile.pngDenotes an action supported in Procore's iOS and/or Android mobile application.

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
Approve an Action Plan to be Performed     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete an Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit an Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export an Action Plan   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Perform an Action Plan  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Action Plans  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sign a Completed Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View an Action Plan  mobile-icon-med.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History       icon-mindtouch-table-check.png

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Admin (Project Level)

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.

NEW : Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

BETA : Indicates the task requires you to contact your Procore point of contact to participate in the Beta program. 

tool-icon_integration.png : Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
BETA Activate Budget Codes on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Project to a Programme   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add and Remove Project Tools   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Add Custom Segments to the Project Budget Code Structure       icon-mindtouch-table-check.png
Add Equipment       icon-mindtouch-table-check.png
NEW Add Segment Items to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
NEW Add Sub Job Segment Items to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Tiered Locations to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
tool-icon_integration.png Add Sage 300 CRE Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Allow or Disallow Users to Create Locations within a Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Arrange the Project Budget Code Structure       icon-mindtouch-table-check.png
Assign an Office Location to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Assign a Project to a Different Programme   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Assign Project Cost Codes to Sub Jobs       icon-mindtouch-table-check.png
Change a Project's Status to Active or Inactive   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change Your Project's Stage of Construction   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Name of a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Project Address   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Close Out a Project       icon-mindtouch-table-check.png
Configure General Settings: Project Admin   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Project Webhooks       icon-mindtouch-table-check.png
NEW Copy Company Cost Codes to a Project       icon-mindtouch-table-check.png
NEW Copy Company Segments to a Project       icon-mindtouch-table-check.png
Copy People From One Project to Another   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Create Your Project's Work Breakdown Structure       icon-mindtouch-table-check.png
BETA Deactivate Budget Codes on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Tiered Location from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png
NEW Delete Sub Jobs from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Delete Unused Segment Items from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit an Existing Budget View       icon-mindtouch-table-check.png
Edit or Add General Project Information   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Edit Segment Items on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png
NEW Edit Sub Jobs on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Tiered Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Classifications on a Project       icon-mindtouch-table-check.png
tool-icon_integration.png Enable ERP Job Cost Transaction Syncing on a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the DocuSign Integration   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the Labour Productivity Cost Features for Project Financials       icon-mindtouch-table-check.png
Export Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Export Segments to CSV   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png1
Generate and Print QR Codes for Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import Segment Items into your Project Level Admin Tool       icon-mindtouch-table-check.png
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Rearrange the Tool's in the Project Toolbox   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
tool-icon_integration.png Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Remove a Project from a Programme   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Remove Segments from the Project Budget Code Structure       icon-mindtouch-table-check.png
 Request to Import Segment Items       icon-mindtouch-table-check.png
Request a Multi-tiered Locations Import   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set the Project Type   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Labour Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png2
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png3
Upload a Project Logo   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 You must have 'Admin' permissions to the Project level tool that you want to extract data from.

2 The Project level Timesheets tool must also be enabled. 

The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. 

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Tendering

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 New Companies and Contacts to the Company Directory from the Tendering Tool 5       icon-mindtouch-table-check.png
Add Notes to the Tender List 1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Award a Winning Tender and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Tender and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Tendering       icon-mindtouch-table-check.png
Create a Tender Package       icon-mindtouch-table-check.png
Delete a Tender Package       icon-mindtouch-table-check.png
Edit Tender Package       icon-mindtouch-table-check.png
Export a Tender Package's Tender List to a PDF or CSV       icon-mindtouch-table-check.png
Reinvite Users to Tender       icon-mindtouch-table-check.png
Respond to Pre-Tender Questions       icon-mindtouch-table-check.png
Retrieve a Tender Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Tender       icon-mindtouch-table-check.png
Search for and Invite Tenderers       icon-mindtouch-table-check.png
Send a New Correspondence in the Tendering Tool       icon-mindtouch-table-check.png
Update and Redistribute Tender Package       icon-mindtouch-table-check.png
Update Tender Documents       icon-mindtouch-table-check.png
Upload Tender Documents 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Tender Package 4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Tasks Performed by Tenderers with Planroom Tool None Read Only Standard Admin
Check the Status of your Tender 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-tender Question 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender  3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users with 'Standard' level permission can view Tender Notes by default.

2 'Standard' or 'Admin' level permissions are required to the project's Documents tool to complete this function. 

3 The tendering-related tasks are performed by tenderers using the Company level Planroom tool. See Planroom.

4 Users with 'Read Only' or higher level permissions to the project's Tendering tool AND added to the Tendering CC Group can complete this function. 

5 Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.

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Budget

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.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Budget View for Real-Time Labour Costing This task must be completed in the Company's Admin tool. Also requires Procore's Field Productivity tools. 
Add Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations erp-integration.png This task must be completed in the Company's Admin tool. Also requires the Procore + Sage 300 CRE® connector.
Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations erp-integration.png This task must be completed in the Company's Admin tool. Also requires the ERP Integrations tool. Should NOT be used with Sage 300 CRE® if syncing job cost transactions.
Add a Goods & Services Tax (GST) to a Budget 1       icon-mindtouch-table-check.png
Add a Partial Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply Advanced Forecasting Curves       icon-mindtouch-table-check.png
Apply the View, Snapshot, Group and Filter Options on a Budget View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png
Create a Budget Modification     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report 2       icon-mindtouch-table-check.png
Create a Custom Financial Line Items Report to Compare Budget Snapshots This task must be completed in the Reports tool.
Delete a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Import a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import a Budget from Sage 100 Contractor® erp-integration.png This task must be completed in the ERP Integrations tool.
Import a Budget from Sage 300 CRE® erp-integration.png This task must be completed in the ERP Integrations tool.
Import a Viewpoint® Spectrum® Budget into a Procore Project erp-integration.png This task must be completed in the ERP Integrations tool.
Import an Original Estimate from Viewpoint® Vista™ into Procore erp-integration.png This task must be completed in the ERP Integrations tool.
Import a ProEst Estimate for the Budget BOQ  3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Installed Production Quantities for the Labour Productivity Cost Budget View       icon-mindtouch-table-check.png
Lock a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Read a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Re-import a Budget from Sage 100 Contractor® erp-integration.png This task must be completed in the ERP Integrations tool.
Re-import a Budget from Sage 300 CRE® erp-integration.png This task must be completed in the ERP Integrations tool.
Re-import a Viewpoint® Spectrum® Budget into a Procore Project erp-integration.png This task must be completed in the ERP Integrations tool.
Re-import an Original Estimate from Viewpoint® Vista™ into Procore erp-integration.png This task must be completed in the ERP Integrations tool.
Retrieve a Budget from ERP Integrations Before Acceptance tool-icon_erp-integrations_web-company-level.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set up a Budget in a New Procore Project     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w50.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Budget View for Custom Reporting This task must be completed in the Company Admin tool.
Set Up a New Budget View This task must be completed in the Company Admin tool.
Set Up a New Forecasting View This task must be completed in the Company Admin tool. 
Unlock a Budget       icon-mindtouch-table-check.png
Unlock a Budget with Budget Modifications       icon-mindtouch-table-check.png
Use the 'Forecast to Complete' Feature     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Reports  4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter the Change History of the Budget       icon-mindtouch-table-check.png

1 This task also requires 'Admin' permissions on the project's Client Contracts, Funding or Main Contracts tool. 

2 Also requires 'Admin' permissions on the Company level Reports tool.

3 These steps require that your company has enabled the ProEst by Procore integration.  

4 The Reports tool must be an active Project Tool. See Add and Remove Project Tools

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Change Events

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

icon-mindtouch-table-mobile.png - Denotes an action that is supported by Procore for Android or Procore for iOS.

Task None Read Only Standard Admin
Add Production Quantities to a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Commitment 1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Main Potential Variation  1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Commitment Variation 1       icon-mindtouch-table-check.png
Add a Related Item to a Change Event       icon-mindtouch-table-check.png
Configure Advanced Settings: Change Events       icon-mindtouch-table-check.png
Create a Commitment Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event from an RFI  1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Potential Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Main Contract Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Main Potential Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order from a Change Event 1       icon-mindtouch-table-check.png
Create a Subcontract from a Change Event 1       icon-mindtouch-table-check.png
Create RFQs from a Change Event 1       icon-mindtouch-table-check.png
Create a Budget Modification from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Change Event 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Event 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Bill of Quantities Line Item to a Change Event 1       icon-mindtouch-table-check.png
Record Changes to Production Quantities in a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an RFQ on Behalf of a Collaborator 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Deleted Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review RFQ Responses   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Apply Filters to the Change Events Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Quote as a Collaborator 5     icon-mindtouch-table-check.png  
View a Change Event   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter RFQs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Void a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 These tasks also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.

 2 Users with 'Standard' permission can only delete the change events they create.

 3 Users with 'Standard' permission can only edit the change events they create.

 4 Users also need 'Standard' or 'Admin' level permissions on the Commitments tool.  

 5 Collaborators can submit a quote only if they receive an RFQ email notification. To be eligible to receive an email, the collaborator's user account must be granted 'Standard' level permissions on the project's Change Events tool and designated as the 'Assignee' on the RFQ. For details, see Assign and Send an RFQ to a Collaborator and Submit a Quote as a Collaborator.

 

 

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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

 

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Commitments

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

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.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Line Item to a Commitment's Bill of Quantities       icon-mindtouch-table-check.png
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png

Legacy  Add a Related Item to a Purchase Order or Subcontract

      icon-mindtouch-table-check.png
Add a Related Item to a Commitment Variation       icon-mindtouch-table-check.png
Add Financial Markup to Commitment Variations       icon-mindtouch-table-check.png
Allow or Prevent Overbilling on a Subcontractor Payment application       icon-mindtouch-table-check.png
Approve and Sign a Subcontract N/A N/A N/A N/A
Change the Privacy Settings for a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Complete a Commitment Variation with DocuSign® 2,8       icon-mindtouch-table-check.png
Configure Settings: Commitments       icon-mindtouch-table-check.png
Configure the Default Privacy Settings for New Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Variation Tiers       icon-mindtouch-table-check.png
Create a Variation Request for a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Variation       icon-mindtouch-table-check.png
Create a Commitment Potential Variation from a Change Event 9     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Payment Programme       icon-mindtouch-table-check.png
Create a Purchase Order icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontractor Payment Application for the Release of Retention 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Payment Application on Behalf of a Subcontractor 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Payment Application Contacts       icon-mindtouch-table-check.png
Delete a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 4 erp-integration.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Subcontractor Payment application from the Commitments Tool       icon-mindtouch-table-check.png
Edit a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System erp-integration.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings Tab on a Commitment       icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Financial Markup on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor BOQ Tab on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Enable Retention on a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Sliding Scale Retention Rules on a Commitment's Payment Applications       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Export a Commitment Variation to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment 5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitments List 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Commitment BOQ Line Items from a CSV File   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Review a Subcontractor BOQ for a Commitment       icon-mindtouch-table-check.png
Review Payment applications as a Subcontractor 1     icon-mindtouch-table-check.png  
Review Subcontractor Payment Applications as an Admin       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Search for and Apply Filters to Commitments icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment Variation to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Payment application 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a New Payment application as a Payment Application Contact 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Subcontractor Bill of Quantities as a Payment Application Contact from the Commitments Tool 1, 6   icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
View a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Inclusions/Exclusions for Subcontracts icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.png

1 User must have 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as a Payment Application Contact. See Add Payment application Contacts to a Commitment

2 Also requires a DocuSign© account.

3  Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as a Payment Application Contact. See Add Payment application Contacts to a Commitment

4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® and Delete a Commitment Synced with Sage 300 CRE®. The payment application must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it. 

5 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See BOQ Items' tickbox is enabled.

6 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

7 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list. 

8 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

9 Users with 'Standard' level permissions on the project's Commitments tool can create PVs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PVs' configuration must be selected.

 

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Co-ordination Issues

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

Task None Read Only Standard Admin
Add or Manage Comments on a Coordination Issue   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Associate a Model with a Procore Project       icon-mindtouch-table-check.png
Close a Coordination Issue       icon-mindtouch-table-check.png
Create a Coordination Issue     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Download the Procore Plugin for Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Elevate a Coordination Issue to an RFI     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Export a List of Coordination Issues     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Viewpoints to the Co-Ordination Issues Tool       icon-mindtouch-table-check.png
Mark a Coordination Issue as Complete     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Move a Coordination Issue to an Observation       icon-mindtouch-table-check.png6
Reassign a Coordination Issue     icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5
Reassociate a Model with a Procore Project       icon-mindtouch-table-check.png
Reopen a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Save NWD with all Coordination Issues as Viewpoints      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Coordination Issue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Activity Feed of a Coordination Issue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Coordination Issues Dashboard   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users will also need 'Standard' or 'Admin' permissions on the RFIs tool.

 2 'Standard' users can only edit, reopen and delete coordination issues that they created.

 3 'Standard' users can only mark a coordination issue as complete if they are listed as the Assignee.

 4  Users can only edit or delete comments that they have added.

 5  Users can only reassign a co-ordination issue to another user if they are currently listed as the Assignee on the issue. However, 'Admin' users can change the assignee for a co-ordination issue by editing the Assignee field on the issue. See Edit a Co-ordination Issue.

 6  Users will also need 'Standard' or 'Admin' permissions to the project's Observations tool. 

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Correspondence

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

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 a Related Item to a Correspondence Item       icon-mindtouch-table-check.png
Archive a Correspondence Item       icon-mindtouch-table-check.png
Change the Status of a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Complete a Correspondence Item with DocuSign®       icon-mindtouch-table-check.png
Configure Advanced Settings: Correspondence       icon-mindtouch-table-check.png
Create a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link a New Correspondence Item from a Correspondence Response   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Customise the Column Display in the Correspondence Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a List of Correspondence Items   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Correspondence Item on a Drawing   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Perform Bulk Actions on Correspondence Items       icon-mindtouch-table-check.png
Respond to a Correspondence Item    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search, Sort and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 Users with 'Read Only' level permissions and the necessary granular permissions on a correspondence type can perform this task for correspondence items that they created.

Users with 'Standard' level permissions on a correspondence type can perform this task for correspondence items that they created.

Users will need additional permissions depending on the new item's tool.

Users will need additional permissions on the project's Drawings tool.

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Crews

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

icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Worker 1, 2 icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Crew icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Crew        icon-mindtouch-table-check.png
Edit a Crew 2 icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Worker 1 icon-mindtouch-table-mobile.png        icon-mindtouch-table-check.png
Remove a Worker 3       icon-mindtouch-table-check.png
Search Crews   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for a Worker   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Crew icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Worker icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users must also be granted 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on their permission template OR must be granted 'Admin' level permissions on the Project level Directory tool to perform this task.

Users with 'Standard' permission can only edit a crew when designated as the 'Crew Lead'. See Create a Crew.

'Admin' users must also be granted 'Admin' permission on the project's Directory tool to perform this task.

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Site Diary

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

icon-mindtouch-table-mobile.png: Indicates an action supported in Procore's iOS and/or Android mobile application.

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 a Related Item to a Site Diary Entry       icon-mindtouch-table-check.png
Create Accident Diary Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Call Diary Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Daily Construction Report Diary Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Site Diary Entries as a Collaborator    icon-mindtouch-table-check.png+6 icon-mindtouch-table-check.png+6  
Create Delay Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Delivery Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Skip Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Equipment Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Inspection Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Manpower Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Note Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Observed Weather Entries icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Create Plan Revision Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Productivity Entries     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Quantity Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Safety Violation Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Programmed Work Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Timecard Entries icon-mindtouch-table-mobile.png     icon-inspections-pass-mobile.svg icon-mindtouch-table-check.png
Create Visitor Entries icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Waste Entries icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve Collaborator-submitted Site Diary Entries       icon-mindtouch-table-check.png
Change the Date to Enter Information for a Previous Day icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Site Diary       icon-mindtouch-table-check.png
Copy a Site Diary  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Delete a Site Diary Item     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Delete Related Items from Site Diary Entries       icon-mindtouch-table-check.png
Edit a Site Diary Item icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 3 icon-mindtouch-table-check.png 2, 3 icon-mindtouch-table-check.png
Email a Site Diary  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable "Related To" For Site Diary Items       icon-mindtouch-table-check.png
Export a Site Diary as PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark a Site Diary as Complete  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Search Site Diary Reports icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Site Diary Items icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png
View Change History Log      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Site Diary Notes Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Site Diaries in the Calendar View  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

Users also need 'Read Only' or above permissions on the Directory tool to create Manpower Log entries.

Users with 'Standard' permissions who are granted the ‘Standard Users Can Edit and Delete Own Entries’ granular permission can edit or delete their own entries for days that have not been marked as complete.

Users with 'Read Only' or 'Standard' permissions who are granted the 'Collaborator Entry Only' granular permission can edit their own entries until they are approved.

Users with 'Read Only' or 'Standard' permissions who are granted the ‘Collaborator Entry Only’ granular permission can only view logs that they created. 

The Calendar View is not visible to users with the ‘Collaborator Entry Only’ granular permission enabled on their permission template.

The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings.
 

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Direct Costs

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
Configure Advanced Settings: Direct Costs       icon-mindtouch-table-check.png
Create a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Email a Direct Cost     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable the Direct Costs Tool       icon-mindtouch-table-check.png
Export Direct Costs to CSV or PDF    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Direct Costs     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search for and Apply Filters to Direct Costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Views in the Direct Costs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Directory (Project Level)

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

 Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

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 a Company to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a User Account to the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Project Insurance to a Company Record in the Project Directory       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Bulk Add Users and Companies to a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Permissions in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure the Project Team on the Project Home Page   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Project Directory       icon-mindtouch-table-check.png
Create a Project Specific Permissions Template from the Project Directory       icon-mindtouch-table-check.png
Customise the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Distribution Group from the Project Directory       icon-mindtouch-table-check.png
Download vCard for a User Account in the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a User Account in the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Programme Notifications for a User on a Project       icon-mindtouch-table-check.png
Enable Weather Delay Alerts by Phone or Email       icon-mindtouch-table-check.png
Export the Project Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward Contact Information by Email  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite or Reinvite a User to Join a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Users to Join a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Perform Bulk Actions on the Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Project Directory       icon-mindtouch-table-check.png
Reactivate a User in the Project Directory       icon-mindtouch-table-check.png
Remove a Company from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove a User from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Project Insurance from a Company Record       icon-mindtouch-table-check.png
Remove a Batch of User Accounts from a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove a Batch of Companies from a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Save Contact to Phone on a Mobile Device  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Tenderer Information at the Project Level       icon-mindtouch-table-check.png
Set up a Project Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Project Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Company or User Import Template Anyone with the file can update the template 
View the Project Directory  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Documents (Project Level)

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Drawings

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

icon-mindtouch-table-mobile.png: Indicates an action supported in Procore's iOS and/or Android mobile application.

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 a Link to a Drawing icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add Photos to a Drawing     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Add Snag List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set       icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png