Skip to main content
Procore

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

Admin (Company Level)

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

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
Add Company Cost Codes       icon-mindtouch-table-check.png
Add Company Cost Types       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
Add Custom Segments       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
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
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
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
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
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
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
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
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
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
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
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
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. 

Back to Top


Tender Board

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

Task None Read Only Standard Admin
Add a Tender Board Project to the Portfolio Tool       icon-mindtouch-table-check.png 1
Add a Project to the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Estimates in the Tender Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Takeoffs in the Tender Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Tender Board List View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Tenders from the Tender Board       icon-mindtouch-table-check.png
Rename Project Stages on the Tender Board       icon-mindtouch-table-check.png
Respond to a Tender from the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Projects on the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Documents to a Project in the Tender Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects.

 

Back to Top


Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action.
Note: The Conversations tool does not have its own set of permissions to assign and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.

Task None Read Only Standard Admin
Create a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Edit or Delete a Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Follow or Unfollow a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Go to an Item in Procore from the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Hide a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Manage a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Mention a User in a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Reply to a Message in a Thread within a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Direct Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Group Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Message Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View a Conversation Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View Messages in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View Threaded Replies within a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2


1  The permission required for creating and managing a group depends on the 'Group Conversations Permissions' setting in the Company level Admin tool of the Procore account. See Configure Access and Settings for the Conversations Tool.

  • If 'Administrators' is selected, 'Admin' level permissions to the Project or Company level Directory tool.
  • If 'Internal Employees' is selected, users who are marked as internal employees. See How do I add someone as an employee of my company?
  • If 'Everyone' is selected, any user in the Company Directory.

2  This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:

  • Direct Messages:
    • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
    • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
    • Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
      Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
  • Group Conversations:
    • Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
    • Messages within a group conversation can only be seen by members of that group. 
  • Item Conversations:
    • Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool and appropriate access if an item is marked as Private).
  • All conversations:
    • Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
    • Users can only edit and delete their own messages (within 5 minutes of sending and if the feature is enabled).
    • Users can only hide a conversation from their own view.

Back to Top


Cost Catalogue

Back to Top


Directory (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Company level Directory tool?

 Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.
Action None Read Only Standard Admin Notes

Accept or Deny a User's Request to Join Your Company

 Web

      icon-mindtouch-table-check.png  

Add a Company to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Add a Distribution Group to the Company Directory

 Web

      icon-mindtouch-table-check.png  

Add a User Account to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Add an Existing User to Projects in Your Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions can only add other users to projects that they have already been added to.

Add Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Allow Users to Create New Projects

 Web

      icon-mindtouch-table-check.png  

Assign a Company Permission Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only assign users to assignable company permissions templates
  • Can only assign users to projects that they are a part of.
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Assign a Default Project Permissions Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only assign users to assignable default project permissions templates

Assign a Project Permissions Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.
  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 

Change a User's Permissions to Company Tools in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates

Change a User's Project Permissions Template in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Configure Advanced Settings: Company Directory

 Web

      icon-mindtouch-table-check.png  

Customise the Column Display in the Directory Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Deactivate a Company in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Delete a Distribution Group from the Company Directory

 Web

      icon-mindtouch-table-check.png  

Designate an Insurance Manager for Your Procore Company

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Download a vCard for a User Account in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download a Company or User Import Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Edit a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Edit a Distribution Group in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Edit a User Account in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Export the Company Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Inactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Inactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Inactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Inactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Invite a Batch of Procore Users to Join a Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Invite or Re-invite a User to Procore

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Merge Companies

 Web

      icon-mindtouch-table-check.png  

Reactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Reactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Reactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Reactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Reactivate a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Refresh Tender Contacts for Connected Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Remove an Existing User from Projects in Your Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only remove other users from projects that they are a part of.

Remove Company Insurance

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to a 'Welcome to Procore' Email

 Web

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

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Company or User Import Template to Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Procore Company to ERP Integrations for Accounting Acceptance

 Web

      icon-mindtouch-table-check.png  

Set Tenderer Information at the Company Level

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Switch Between Views in the Company Directory

 Web

  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

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

View Company Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail
icon-mindtouch-table-check.png  

View Merge Company History

 Web

      icon-mindtouch-table-check.png  

View User Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail
icon-mindtouch-table-check.png  

 

Back to Top


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.

Back to Top


ERP Integrations

 

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


Integration by Procore

Back to Top


Integration by Ryvit

Back to Top


Sage 100 Contractor

Sage 300 CRE

Back to Top


QuickBooks

Back to Top


Inspections (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add Custom Response Sets to a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Clone a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Company Level Inspections

 Web

      icon-mindtouch-table-check.png  

Create a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Delete a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Delete an Inspection Type

 Web

      icon-mindtouch-table-check.png  

Edit a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspection Templates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of an Inspection Template

 Web

      icon-mindtouch-table-check.png  

 

Back to Top


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.

Back to Top


Planroom

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

Task None Read Only Standard Admin
Check the Status of your Tender  icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Planroom icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-tender Question  icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a tender package you have been invited to icon-mindtouch-table-check.png 1 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

1 Bidders must be added to the Company level Directory in order for you to invite them to place a 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.

Back to Top


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 1
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
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 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
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 This task requires 'Admin' level permissions on the Company level Directory tool OR 'Admin' level permissions on the Project level Admin tool for the project template. See Add an Existing User to Projects in Your Company's Procore Account.

3 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.

Back to Top


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.

Back to Top


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 Change 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.

Back to Top


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.

Back to Top


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 Report1,2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Aggregate Data in a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Snapshot of a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company Level Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Custom Company Report3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Company Report1       icon-mindtouch-table-check.png
Share a Dashboard6       icon-mindtouch-table-check.png
View a Report2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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.

Back to Top


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

Back to Top


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. 

Back to Top


Timesheets (Company Level)

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

To see employees across all projects the following must be true:

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 

Action None Read Only Standard Admin Notes

Configure Advanced Settings: Company Level Timesheets

 Web

       icon-mindtouch-table-check.png  

Configure the Company Timesheets Payroll Settings

 Web

       icon-mindtouch-table-check.png  

Customise the Column Display in the Company Level Timesheets Tool

 Web

  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 You Created

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any Timecard Entry in the Company Level Timesheets Tool

 Web

       icon-mindtouch-table-check.png  

Duplicate Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Edit a Timecard Entry in the Company Level Timesheets Tool You Created

 Web

      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  

Edit Any Timecard Entry in the Company Level Timesheets Tool

 Web

        icon-mindtouch-table-check.png  

Edit Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Export Timecard Entries from Procore to Import into QuickBooks® Desktop

 Web

       icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

Export Timesheet Data from Procore into Sage 300 CRE®

 Web

      icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on Sage 300 CRE® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + Sage 300 CRE® Connector

Export Your Company's Timecard Entries to CSV

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import Procore Time Entries into QuickBooks® Desktop

 Web

      icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

Mark a Timecard Entry as Completed in the Company Level Timesheets Tool

 Web

       icon-mindtouch-table-check-gp.png

Additional permissions are required to complete this action:

  • 'Read Only' level or higher permissions at the project's Timesheets tool.
  • You must be added to the project.

Perform Bulk Approval Actions in the Company Level Timesheets Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Reallocate Timecard Entry Hours for an Employee

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter Time Entries in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Rounding Rule for Your Company Timesheets

 Web

      icon-mindtouch-table-check.png  

Transfer Procore Timecard Entries to QuickBooks® Desktop

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

View a Timecard Entry in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If the Private timecard setting is enabled, users with 'Read Only' or 'Standard' level permissions can only see timecards they are assigned to or they created.
  • Users who are 'Admins' on a project's Timesheets tool can see all timecards created in their projects.

View Timecard Summaries in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If the Private timecard setting is enabled, users with 'Read Only' or 'Standard' level permissions can only see timecards they are assigned to or they created.
  • Users who are 'Admins' on a project's Timesheets tool can see all timecards created in their projects.

 

Back to Top


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.

Back to Top

 


Project Level

Action Plans

Back to Top


Admin (Project Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes
Activate Budget Codes on a Project  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Add a Project to a Program  

 

 

  icon-mindtouch-table-check.png  
Add and Remove Project Tools  

icon-mindtouch-table-check.png

  • Update Active Tools

icon-mindtouch-table-check.png

  • Update Active Tools
icon-mindtouch-table-check.png  
Add Custom Segments to the Project Budget Code Structure       icon-mindtouch-table-check.png  
Add Equipment       icon-mindtouch-table-check.png  
Add Segment Items to a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png

 

Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png  
Add Sub Job Segment Items to a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png  
Add Tiered Locations to a Project  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Allow or Disallow Users to Create Locations within a Tool       icon-mindtouch-table-check.png  
Arrange the Project Budget Code Structure  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Assign an Office Location to a Project  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Assign a Project to a Different Program  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
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

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Change Your Project's Stage of Construction  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Change the Name of a Procore Project  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Change the Project Address  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Configure General Settings: Project Admin  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Configure Project Webhooks       icon-mindtouch-table-check.png  
Copy Company Cost Codes to a Project  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Copy Company Segments to a Project       icon-mindtouch-table-check.png  
Copy People From One Project to Another  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Create Your Project's Work Breakdown Structure       icon-mindtouch-table-check.png  
Deactivate Budget Codes on a Project  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Delete Tiered Location from a Project   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png  
Delete Sub Jobs from a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png  
Delete Unused Segment Items from a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes
Edit an Existing Budget View       icon-mindtouch-table-check.png  
Edit or Add General Project Information  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Edit Segment Items on a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png

Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool.

Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See  Admin: Manage WBS Codes

Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png  
Edit Sub Jobs on a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png  
Edit Tiered Locations   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Enable Classifications on a Project       icon-mindtouch-table-check.png  
Enable the DocuSign® Integration  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
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

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Export WBS Segments to CSV  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png You must also have Admin level permissions to the Project level tool you want to extract data from.

Generate Locations From Drawings

 

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Generate and Print QR Codes for Locations   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
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  
Manually Create Locations  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Rearrange the Tool's in the Project Toolbox  

icon-mindtouch-table-check.png

  • Update Active Tools

icon-mindtouch-table-check.png

  • Update Active Tools
icon-mindtouch-table-check.png  
Remove a Project from a Program  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
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

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Search and Filter Locations  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Set the Project Type  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Set Up a Labour Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png The Project level Timesheets tool must also be enabled.

'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process.
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png 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. 
Upload a Project Logo  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
View Item Locations  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png You must also have access to view the item within the tool.

View Locations

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with Read Only  or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission.
View Project Insights       icon-mindtouch-table-check.png  

Back to Top


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 a New Company to the Directory from the Tendering Tool       icon-mindtouch-table-check.png 1
Add a New Contact to the Directory from the Tendering Tool       icon-mindtouch-table-check.png 1
Add Tenderers from the Directory to a Tender Form       icon-mindtouch-table-check.png
Add Tenderers from the Procore Construction Network to a Tender Form       icon-mindtouch-table-check.png
Add Notes to the Tender List    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 2 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
Copy Tender Forms from a Previous Tender Package       icon-mindtouch-table-check.png
Create a Tender Form       icon-mindtouch-table-check.png
Create a Tender Package       icon-mindtouch-table-check.png
Delete a Tender Form       icon-mindtouch-table-check.png
Delete a Tender Package       icon-mindtouch-table-check.png
Edit a Tender Form       icon-mindtouch-table-check.png
Edit a Tender Package       icon-mindtouch-table-check.png
Export a Tender Package's Tender List to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Filter and Sort Tendering Information   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Import Tender Forms to the Tendering Tool       icon-mindtouch-table-check.png
Invite Tenderers       icon-mindtouch-table-check.png
Level Tenders for a Tender Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Preview a Tender Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Reinvite Users to Tender       icon-mindtouch-table-check.png
Resend Invitations 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.png7 icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png 
Search for and Filter Companies to Add to a Tender Form       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
Show or Hide Blind Tenders on a Tender Package   icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png6
Soft Award a Tender       icon-mindtouch-table-check.png
Update and Redistribute Tender Package       icon-mindtouch-table-check.png
Update Tender Documents        icon-mindtouch-table-check.png 3
View a Tender Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
View and Manage Tenderers on a Tender Form       icon-mindtouch-table-check.png
View a Tender Package    icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Tasks Performed by Tenderers in the Planroom Tool 5 None Read Only Standard Admin
Check the Status of your Tender  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender  icon-mindtouch-table-check.png 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 icon-mindtouch-table-check.png
Submit a Pre-tender Question  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Tender Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

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

3  Users must also have 'Read Only' or higher permissions to the Documents, Drawings or Specifications tools. Users can only view and update items that they have access to. 

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 action. 

5  These tasks are performed by tenderers using the Company level Planroom tool. See Planroom.

 Users with 'Read Only', 'Standard' or 'Admin' level permissions to the project's Tendering tool AND assigned as the Blind Tendering Manager on a tender package can complete this action. 

7  Users with 'Read Only' or 'Standard' level permissions to the project's Tendering tool are NOT able to edit tender values. However, they may still view and download tender attachments.

Back to Top


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 Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for the 'Budget Changes' Feature to a Budget View This task must be completed in the Company's Admin tool.
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
Approve Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Budget Changes   icon-mindtouch-table-check.png+ 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
Delete Budget Changes   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
Edit Budget Changes   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
Export Budget Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.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 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
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 Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Change Detail for a Budget Line Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Reports  3   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
Void Budget Changes     icon-mindtouch-table-check.png 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 The Reports tool must be an active Project Tool. See Add and Remove Project Tools

Back to Top


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 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
      icon-mindtouch-table-check.png
Create RFQs from a Change Event 1       icon-mindtouch-table-check.png

Legacy  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 Commitments 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.

 

 

Back to Top


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

 

Back to Top


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
Add a Related Item to a Purchase Order or Subcontract (Legacy)       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
Add Payment application Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add Payment application Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Allow Collaborators to Submit Site-initiated Variations       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 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 Payment Application Contact (Legacy) 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Payment Application on Behalf of a Payment Application Contact 3     icon-mindtouch-table-check.png 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
Delete a Subcontractor Payment application  10     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Purchase Order (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Subcontract (Legacy) 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
Export a Payment Programme       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 Site-initiated Variation as a Collaborator   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 Payment applications 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 To perform this task, downstream collaborators should be designated as a payment application contact on the commitment. 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 Purchase Order or Subcontract

4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.  

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.

10 The payment application must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.

 

Back to Top


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 Co-ordination Issues from a BCF File     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  
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. 

Back to Top


Correspondence

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

PERMISSIONS

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

Action None Read Only Standard Admin Notes

Add a Related Item to a Correspondence Item

 Web  

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check.png

Standard users can perform this task for correspondence items that they created.

Archive a Correspondence Item

 Web   

     

icon-mindtouch-table-check.png

 

Change the Status of a Correspondence Item You Created

 Web

 

icon-mindtouch-table-check-gp.png

  • Create Item
    (for 'Draft' items)
    OR
  • Edit Open Items They Create 
    (for 'Open' items)

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. 

Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created. 

Change the Status of a Correspondence Item Someone Else Created 

 Web
      icon-mindtouch-table-check.png  

Complete a Correspondence Item with DocuSign®

 Web

      icon-mindtouch-table-check.png Admin permissions needed on the correspondence type for which you want to initiate, download or withdraw a DocuSign®.

Configure Advanced Settings: Correspondence

 Web

      icon-mindtouch-table-check.png  

Create a Correspondence Item                          

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. 

Create and Link a New Correspondence Item from a Correspondence Response

 Web

 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check.png

 

These are the permission levels needed on the correspondence type used to create the new item. 
Create and Link an RFI to an Existing Correspondence Item

 Web    
 

icon-mindtouch-table-check-gp.png

  • Create Item

icon-mindtouch-table-check-gp.png

  • Create Item

icon-mindtouch-table-check-gp.png

All levels need additional permissions in the project's RFI tool: 

Create and link a 'Draft' RFI:
'Standard' level permissions or higher on the project's RFI tool.

Create and link an 'Open' or 'Closed' RFI: 'Standard' level permissions on the project's RFI tool with 'Act as RFI Manager' granular permissions enabled on your permissions template. Or "Admin' level permissions on the project's RFI tool. 

Create and Link a Change Event to an Existing Correspondence Item

 Web    
  icon-mindtouch-table-check-gp.png
  • Create Item
icon-mindtouch-table-check-gp.png
  • Create Item
icon-mindtouch-table-check-gp.png All levels need additional permissions:

'Standard' level permissions or higher in the project's Change Events tool. 
Create and Link a Correspondence Item to an Existing Correspondence Item

 Web    
  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png

 
icon-mindtouch-table-check-gp.png

All levels need additional permissions in the new item's correspondence type:

'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. 

OR

'Standard' level permissions or higher on the new item's correspondence type.

Customise the Column Display in the Correspondence Tool

 Web  
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Correspondence Item You Created  

 Web     iOS     Android

 

 

icon-mindtouch-table-check-gp.png

+Create Item (for 'Draft' Items)

OR

+ Edit Open Items They Created (for 'Open' Items)

icon-mindtouch-table-check.png
 
icon-mindtouch-table-check.png

Shows permissions needed on the item's correspondence type.


On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Correspondence Item Someone Else Created 

 Web     iOS     Android

      icon-mindtouch-table-check.png Shows permissions needed on the item's correspondence type.

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
Export a Correspondence Item

 Web   
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to a correspondence item for this task. See View a Correspondence Item.
Export a List of Correspondence Items

 Web   
  icon-mindtouch-table-check.png
(Excludes correspondences marked as Private)
icon-mindtouch-table-check.png
(Excludes correspondences marked as Private)
icon-mindtouch-table-check.png
 
Learn about Super Private to explore more restrictions on Admin level permissions.
Generate a QR Code for a Correspondence Item

 Web   
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to a correspondence item for this task. See View a Correspondence Item.
Link a Correspondence Item on your personal layer on a drawing

 Web   
  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png

All levels need additional permissions:

'Read Only' level permissions or higher on the project's Drawings tool.

Link a Correspondence Item and publish the markups to the drawing 

 Web   
  icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings tool
icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings tool
icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings  tool

Additional permissions needed in Drawings tool:

'Standard' level permissions or higher on the project's Drawings tool.

Perform Bulk Actions on Correspondence Items

 Web   
   

 
icon-mindtouch-table-check.png  

Respond to a Correspondence Item                   

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Respond to Items They are On*

                  OR
     
  • Respond to Items Accessible to Users within Same Company**

icon-mindtouch-table-check-gp.png

  • Respond to Items They are On*

                  OR
     
  • Respond to Items Accessible to Users within Same Company**
icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.

* In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.

**In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.

Access Workflow information and actions
 

 Web

 

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

icon-mindtouch-table-check.png To learn more about the Workflows tool see About the Workflows.
Scan a Correspondence Item QR Code              

 iOS   Android
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to the correspondence item for this task. See View a Correspondence Item.

Search, Sort and Filter Correspondences       

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can perform these actions for each correspondence type they have read-only or higher permissions for.  

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.
View a Correspondence Item                               

 Web     iOS     Android

  icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting
icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting
icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting

Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting.  Expand the Tip box on View a Correspondence Item to learn more. 

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Back to Top


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.

Back to Top


Site Diary

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

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

 

Action None Read Only Standard Admin Notes

Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have 'Read Only' level permissions to the Photos tool to take this action.
  • Users with 'Admin' level permissions can view photos marked as 'private'.

Add a Related Item to a Site Diary Entry

 Web

      icon-mindtouch-table-check.png  

Approve Any Site Diary Entry Created by Collaborators

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Approve Copied Site Diary Entries Created by Collaborators

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Site Diary

 Web

      icon-mindtouch-table-check.png  

Copy a Site Diary

 Web     iOS     Android

      icon-mindtouch-table-check.png On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create a Site Diary Entry from the Calendar View     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Accident Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Call Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Daily Construction Report Diary Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Daily Construction Report Diary Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

 

Create Site Diary Entries as a Collaborator 

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

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.

Create Delay Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Delivery Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Delivery Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Skip Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Equipment Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Inspection Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Manpower Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Manpower Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 

Create Note Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
 

Create Note Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Observed Weather Entries

 Web     iOS     Android

      icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Plan Revision Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Productivity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Quantity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Safety Violation Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Programmed Work Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Timecard Entries for Any User

 Web     iOS     Android

      icon-mindtouch-table-check.png

 

Create Timecard Entries for Yourself

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions must also be marked as an employee of your company.

Create Visitor Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Pending Visitor Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  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.

Create Waste Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Change Event from a Site Diary Entry

 Web

         

Create a Custom Report from the Site Diary

 Web

         

Delete Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.

Delete a Site Diary Item You Created

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png

Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary.

Delete a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be deleted after they are approved by a Site Diary Admin.

 

Delete Related Items from Site Diary Entries

 Web

      icon-mindtouch-table-check.png  

Edit Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Site Diary Item You Created

 Web     iOS     Android

   

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Site Diary Item You Created as a Collaborator

 Web     iOS