What is the Project Team in Portfolio Financials and what are the varying permission levels?
Note
The information in this FAQ applies to accounts with the
Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information.
What is the Project Team?
The Project Team is the group of individuals at your organization who are working together on a given project within the Portfolio Financials product in Procore.
What do users with 'Full Access' project permissions have access to?
Users with the 'Full Access' tag next to their name are able to see all information related to the project, including:
- All schedule and milestone information
- All project costs
- All bid rooms and bid pricing
- All documents
- All comments and entries in the Activity Log
What do users with 'Limited' project permissions have access to?
'Limited' access users are able to see the following information for the project:
- All documents
- Bid rooms that they have been granted access to
Note: To see steps for granting a 'Limited' user access to a Bid Room, see
Users with the 'Limited' tag next to their name are NOT able to see information such as the project schedule and milestones, the Comments and Activity feed, or cost information at the project level.
How do I grant a 'Limited' user access to a Bid Room?
- Click the vertical ellipsis icon on their profile.
- Click Manage Bid Room Access.
- Use the Select All or Unselect All buttons, or toggle their access by individual bid room(s).
- Click Done.
How do I add a team member to my project team?
Caution
Inviting a 'Full Access' team member will allow them to see all cost items, bid rooms, contract rooms, and financial information associated with the project. We generally recommend that you only invite individuals who work at your organization to the Project Team.
- Scroll to the Team section of the Project Page.
- Click the plus (+) icon.
- Mark the checkbox next to the name of the individual you want to invite.
- If you want to notify the individual that they have been added to the project team, mark the checkbox next to 'Notify via email'.
- Click Add.