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Permissions

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Dexter + Chaney Spectrum

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Dexter + Chaney Spectrum. 

Admin
Task Standard Admin Procore point of contact
Enable the ERP Integrations Tool     icon_checkmark_h17.png
Request to Enable ERP Integrations for Spectrum   icon_checkmark_h17.png  
Budget
Task Standard Admin  
Create a Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Missing Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Budget Modification icon_checkmark_h17.png icon_checkmark_h17.png  
Import a Budget (CSV) icon_checkmark_h17.png icon_checkmark_h17.png  
Lock a Budget   icon_checkmark_h17.png  
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Retrieve a Budget from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Send a Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Commitments
Task Standard Admin  
Create a Commitment icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Commitment Change Order (CCO)   icon_checkmark_h17.png  
Create a CCO from a Change Event   icon_checkmark_h17.png1  
Create a Subcontract icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Purchase Order icon_checkmark_h17.png2 icon_checkmark_h17.png  
Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Edit a Commitment (Unsynced) icon_checkmark_h17.png3 icon_checkmark_h17.png  
Edit a Commitment Synced With Spectrum icon_checkmark_h17.png3 icon_checkmark_h17.png  
Request to Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Resend a Rejected CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Retrieve a CCO from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Retrieve a Commitment from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Send a Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Send a CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Directory
Task Standard Admin  
Add a Company to the Company Directory   icon_checkmark_h17.png  
Add a Company to the Project Directory icon_checkmark_h17.png4 icon_checkmark_h17.png  
Consolidate Duplicate Vendors in the Company Directory   icon_checkmark_h17.png  
Create and Sync Vendors with the Spectrum Integration   icon_checkmark_h17.png5  
Link a Spectrum Vendor to a Procore Company   icon_checkmark_h17.png  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Restore an Archived Spectrum Vendor in ERP Integrations icon_checkmark_h17.png    
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Company for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Add a Spectrum Job to Procore icon_checkmark_h17.png icon_checkmark_h17.png
Add a Spectrum Vendor to the Company Directory icon_checkmark_h17.png icon_checkmark_h17.png
Archive a Spectrum Vendor in Procore icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: ERP Integrations for Spectrum   icon_checkmark_h17.png  
Configure ERP Integrations Settings   icon_checkmark_h17.png  
Configure the Vendor Type Import Settings for Spectrum   icon_checkmark_h17.png  
Export a Budget to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a CCO to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Refresh the Vendor List   icon_checkmark_h17.png  
View a Spectrum Job Costs Report   icon_checkmark_h17.png  
View an Accountant Report for Spectrum   icon_checkmark_h17.png  
View the Archived Vendors List for Spectrum   icon_checkmark_h17.png  

1 Also requires 'Standard' level permission or higher on the Change Events tool. 

2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.

3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks.See Grant Granular Permissions in a Permission Template

4 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Permission Template.

5 Also requires the 'Admin' level permission on the ERP Integrations tool.

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