Prerequisites

Procore Tools

The following Procore Tools are required in order to use all features of the myCOI application with Procore.

• Commitments
• Directory
• Portfolio

Permissions

'Admin' level permissions on the Project's Directory to Add Project Insurance to a Company Record in the Project Directory

'Read-only' permissions on the Company's Directory.

'Read-only' permissions on the Portfolio's Directory.

'Admin' permissions on the Project's Commitments tool.

Subscriptions and Licensing

• myCOI Account