Procore iOS App - User Permissions
The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?
Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.
Click this icon in the chart below to see the corresponding Android tutorial for that functionality.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Action Plans
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 Action Plans tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
|
|
|
You must also have permissions to view the item in the respective tool. | ||
|
Approve an Action Plan to be Performed |
|
|
|
||
|
Approve an Action Plan to be Performed on Behalf of Another User |
|
|
|
||
|
Create an Action Plan |
|
|
|
The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
|
|
Create and Edit a Project Level Action Plan Template |
|
|
|
||
|
Delete an Action Plan |
|
|
|
||
|
Edit Item Notes |
|
|
|
Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
|
Edit Action Plan Item Status |
|
|
|
Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
|
Edit an Action Plan |
|
|
|
To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. | |
|
Configure Action Plans Notifications |
|
|
|
||
|
Export an Action Plan |
 |
|
|
||
|
Perform an Action Plan |
|
|
|
This action involves many sub actions. See the required permissions for the following actions:
|
|
|
Sign an Action Plan Item for Items Assigned to You |
|
|
|
||
|
Sign an Action Plan Item for Any User |
|
|
|
||
|
Sign an Action Plan Item for Users within the Same Company |
|
|
|
||
|
Remove Records from Items |
|
|
|
|
|
|
Request Records in Published Plans |
|
|
|
Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
|
Search for and Filter Action Plans |
|
|
|
||
|
Sign a Completed Action Plan as Yourself |
|
|
|
||
|
Sign a Completed Action Plan for Another User within the Same Company |
|
|
|
||
|
View an Action Plan |
|
|
|
Announcements
Important
Permissions for Announcements are granted by assigning permissions for the Project level Home tool.| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
Create Announcements |
 |
||||
|
View Announcements |
|
|
|
|
Camera
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
Take and Add Photos to an Album with the Camera Tool |
|
|
Change Events
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Line Item to a Change Event |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline will sync with Procore once a network connection has been reestablished. | ||
|
Create a Change Event |
|
|
This action can be performed offline. Tasks performed offline will sync with Procore once a network connection has been reestablished. | ||
|
Edit a Change Event that you created |
|
|
This action can be performed offline. Tasks performed offline will sync with Procore once a network connection has been reestablished. | ||
|
Edit a Change Event that someone else created |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline will sync with Procore once a network connection has been reestablished. | ||
|
Search and Filter Change Events |
|
|
|
This action can be performed offline provided that the item was previously viewed and cached on your mobile device. | |
|
View Change Events Summary |
|
|
|
This item can be viewed offline provided that the asset/item was previously viewed and cached on your mobile device. |
Commitments
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 Commitments tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Create a Purchase Order |
|
|
|
This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished. | |
|
Edit a Commitment's Schedule of Values |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
|
Edit a Purchase Order |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
|
Search Commitments |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
|
View Change Orders |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
|
View Inclusions/Exclusions for Subcontracts |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
|
View Purchase Orders and Subcontracts |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. |
Conversations (Beta)
Important
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.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 Items to a Message |
|
|
|
You can only add items from the project that you have access to. | |
|
Create a Group in the Conversations Tool |
|
By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool. |
|||
|
Edit or Delete a Message in the Conversations Tool |
|
|
|
Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled). | |
|
Manage a Group in the Conversations Tool |
|
By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees, or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool. |
|||
|
Manage Push Notifications for the Conversations Tool |
|
|
|
||
|
Mention a User in a Conversation |
|
|
|
Users can only message or mention users who exist in the project's Directory, as well as Company Admins. | |
|
Send a Direct Message in the Conversations Tool |
|
|
|
|
|
|
Send a Group Message in the Conversations Tool |
|
|
|
|
|
|
Send a Message Related to an Item |
|
|
|
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). | |
|
View Messages in the Conversations Tool |
|
|
|
Users can only hide a conversation from their own view. |
Coordination Issues
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Comment to a Coordination Issue |
|
|
|
|
This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished. |
|
Edit a Coordination Issue |
|
|
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device. | |
|
Search for and Filter Coordination Issues |
|
|
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device. | |
|
View the Activity Feed of a Coordination Issue |
|
|
|
This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished. |
Correspondence
Important
PERMISSIONS
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|
|
Standard users can perform this task for correspondence items that they created. | ||
|
Archive a Correspondence Item |
|
||||
|
Change the Status of a Correspondence Item You Created |
|
|
|
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 |
|
||||
|
Complete a Correspondence Item with DocuSign® |
|
Admin permissions needed on the correspondence type for which you want to initiate, download, or withdraw a DocuSign®. | |||
|
Configure Advanced Settings: Correspondence |
|
||||
|
Create a Correspondence Item |
+ Create Item |
|
|
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 |
+ Create Item |
+ Create Item |
|
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 |
|
|
|
All levels need additional permissions in the project's RFI tool: Create and link a 'Draft' RFI: |
|
| Create and Link a Change Event to an Existing Correspondence Item Web |
|
|
|
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 |
|
|
|
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. |
|
| Customize the Column Display in the Correspondence Tool Web |
|
|
|
||
|
Edit a Correspondence Item You Created
|
+Create Item (for 'Draft' Items) OR + Edit Open Items They Created (for 'Open' Items) |
|
|
Shows permissions needed for each correspondence type. If the 'non-editable' setting is enabled (by Procore) at the company level, the granular permission 'Edit Open Items they Created' is not available because 'Open' and 'Closed' items cannot be edited by any user or Admin.
|
|
|
Edit a Correspondence Item Someone Else Created |
|
Shows permissions needed for each correspondence type. If the 'non-editable' setting is enabled (by Procore) at the company level, it is not possible for any user or Admin to edit a correspondence item that someone else created. |
|||
| Export a Correspondence Item Web |
|
|
|
User needs access to a correspondence item for this task. See View a Correspondence Item. | |
| Export a List of Correspondence Items Web |
(Excludes correspondences marked as Private) |
(Excludes correspondences marked as Private) |
|
Learn about Super Private to explore more restrictions on Admin level permissions. | |
| Generate a QR Code for a Correspondence Item Web |
|
|
|
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 |
|
|
|
All levels need additional permissions: |
|
| Link a Correspondence Item and publish the markups to the drawing Web |
|
|
|
Additional permissions needed in Drawings tool: |
|
| Perform Bulk Actions on Correspondence Items Web |
|
||||
|
Respond to a Correspondence Item |
|
|
|
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 |
|
|
|
To learn more about the Workflows tool see About the Workflows. | |
| Scan a Correspondence Item QR Code iOS Android |
|
|
|
User needs access to the correspondence item for this task. See View a Correspondence Item. | |
|
Search, Sort, and Filter Correspondences |
|
|
|
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 |
|
|
|
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. |
Crews
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Worker |
 |
|
|
||
|
Create a Crew |
|
|
|||
|
Delete a Crew |
|
||||
|
Edit a Crew |
|
|
Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action. 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 Worker |
|
Users must also have the following permissions for the project's Directory Tool to take this action:
|
|||
|
Remove a Worker |
|
Users must also have 'Admin' level permissions on project's Directory tool to take this action. | |||
|
Search Crews |
|
|
|
||
|
Search for a Worker |
|
|
|
||
|
View a Crew |
|
|
|
||
|
View a Worker |
|
|
|
Daily Log
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 Daily Log tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool |
|
|
|
||
|
Add a Related Item to a Daily Log Entry |
|
||||
|
Approve Any Daily Log Entry Created by Collaborators |
|
||||
|
Approve Copied Daily Log Entries Created by Collaborators |
|
|
|||
|
Configure Advanced Settings: Daily Log |
|
||||
|
Copy a Daily Log |
|
|
|
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 Daily Log Entry from the Calendar View | |
|
|||
|
Create Accident Log Entries |
|
|
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 Pending Accident Log Entries as a Collaborator |
|
|
|
||
|
Create Phone Call Entries |
|
|
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 Pending Phone Call Entries as a Collaborator |
|
|
|
||
|
Create Daily Construction Report Log Entries |
|
|
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 Pending Daily Construction Report Log Entries as a Collaborator |
|
|
|
||
|
Create Daily Log Entries as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. |
||
|
Create Delay Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||
|
Create Pending Delay Entries as a Collaborator |
|
|
|
||
|
Create Delivery Entries |
|
|
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 Pending Delivery Entries as a Collaborator |
|
|
|
||
|
Create Dumpster Entries |
|
|
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 Pending Dumpster Entries as a Collaborator |
|
|
|
||
|
Create Equipment Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||
|
Create Pending Equipment Entries as a Collaborator |
|
|
|
||
|
Create Inspection Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Inspection Entries as a Collaborator |
|
|
|
||
|
Create Manpower Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Manpower Entries as a Collaborator |
|
|
|
||
|
Create Note Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||
|
Create Pending Note Entries as a Collaborator |
|
|
|
||
|
Create Observed Weather Entries |
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |||
|
Create Plan Revision Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Plan Revision Entries as a Collaborator |
|
|
|
||
|
Create Productivity Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Productivity Entries as a Collaborator |
|
|
|
||
|
Create Quantity Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Quantity Entries as a Collaborator |
|
|
|
||
|
Create Safety Violation Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Safety Violation Entries as a Collaborator |
|
|
|
||
|
Create Scheduled Work Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Scheduled Work Entries as a Collaborator |
|
|
|
||
|
Create Timecard Entries for Any User |
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
|||
|
Create Timecard Entries for Yourself |
|
|
|
||
|
Create Visitor Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Visitor Entries as a Collaborator |
|
|
|
||
|
Create Waste Entries |
|
|
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Create Pending Waste Entries as a Collaborator |
|
|
|
||
|
Delete Any Daily Log Item |
|
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 Daily Log. | |||
|
Delete a Daily Log Item You Created |
|
|
|
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 Daily Log. |
|
|
Delete a Daily Log Item You Created as a Collaborator |
|
|
Entries cannot be deleted after they are approved by a Daily Log Admin.
|
||
|
Delete Related Items from Daily Log Entries |
|
||||
|
Edit Any Daily Log Item |
|
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 Daily Log Item You Created |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | ||
|
Edit a Daily Log Item You Created as a Collaborator |
|
|
Entries cannot be edited after they are approved by a Daily Log Admin. |
||
|
Email a Daily Log |
|
|
|||
|
Enter Logs for a Previous Day |
|
|
|
This action can also be performed on mobile. | |
|
Export a Daily Log as PDF |
|
|
|
||
|
Mark a Daily Log as Complete |
|
||||
|
Reject Any Daily Log Entry Created by Collaborators |
|
||||
|
Reopen a Daily Log |
|
||||
|
Resubmit a Daily Log Entry as a Collaborator |
|
|
|||
|
Search and Filter Daily Logs |
|
|
|
||
|
Search and Filter Daily Log Entries You Created as a Collaborator |
|
|
|||
|
Upload Photos to the Daily Log |
|||||
|
Upload Photos to the Daily Log from the Photos Tool |
|
|
Users also need 'Standard' permissions or higher on the project's Photos tool. | ||
|
View and Attach Files to a Daily Log |
|
|
On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device. | ||
|
View Any Daily Log Items |
|
|
|
|
|
|
View Your Daily Log Items as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. | ||
|
View Daily Log Items by Users at your Company as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings. | ||
|
View Change History Log |
|
|
|||
|
View Daily Log Notes Report |
|
|
|
Users also need 'Read Only' level permissions or higher on the project's Reports tool. |
|
|
View Daily Logs in the Calendar View |
|
|
Directory
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Company to the Project Directory |
|
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
|
Add a Distribution Group to the Project Directory |
|
|
|
||
|
Add a Contact to your Device |
|
|
|
On a mobile device, this action can be performed offline. | |
|
Add a Phone Calls Entry from the Directory |
|
|
|||
|
Add a User Account to the Project Directory |
|
|
|
||
|
Add Project Insurance to a Company Record in the Project Directory |
|
|
|
||
|
Assign a Project Permissions Template to a User in the Project Directory |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Bulk Add Users and Companies from the Company Directory |
|
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
|
Change a User's Permissions Template in the Project Directory |
|
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
|
Change a User's Permissions Manually in the Project Directory |
|
||||
|
Configure the Project Team on the Project Home Page |
|
|
|
||
|
Configure Advanced Settings for the Project Directory: Edit Permissions |
|
||||
|
Configure Advanced Settings for the Project Directory: Edit Project Roles |
|
|
|
||
|
Configure the Project Team on the Project Overview Page |
|
|
|
||
|
Configure Schedule Notification Emails |
|
Users also need 'Admin' level access to the project's Schedule tool. | |||
|
Create a Project Specific Permissions Template from the Project Directory |
|
||||
|
Create a User Account in the Project Directory |
|
|
|
||
|
Customize the Column Display in the Directory Tool |
|
|
|
||
|
Deactivate a Company in the Project Directory |
|
|
|
||
|
Delete a Distribution Group from the Project Directory |
|
||||
|
Download vCard for a User Account in the Project Directory |
|
|
|
||
|
Edit a Company in the Project Directory |
|
|
|
||
|
Edit a Distribution Group |
|
|
|
||
|
Edit a User's Default Email Notifications |
|
|
|
||
|
Edit an Active Account in the Project Directory |
|
|
|
Only users with 'Admin' level permissions can edit inactive user accounts. | |
|
Edit an Inactive Account in the Project Directory |
|
||||
|
Email Forward Contact Information |
|
|
|
||
|
Enable Schedule Notifications for a User on a Project |
|
||||
|
Enable Weather Delay Alerts by Phone or Email |
|
||||
|
Export the Project Directory to CSV or PDF |
|
|
|
||
|
Forward Contact Information by Email |
|
|
|
||
|
Invite or Reinvite a User to Join a Procore Project |
|
|
|
||
|
Reactivate a Company in the Project Directory |
|
||||
|
Reactivate a User in the Project Directory |
|
||||
|
Remove a Company from the Project Directory |
|
|
|
||
|
Remove a User from a Project |
|
|
|
||
|
Remove Project Insurance from a Company Record |
|
|
|
||
|
Request Company and People Imports |
|
|
|||
|
Save Contact to Phone on a Mobile Device |
|
|
|
||
|
Search and Filter the Project Directory |
|
|
|
||
|
Send a Message or WhatsApp to a Contact |
|
||||
|
Set Bidder Information at the Project Level |
|
||||
|
Switch Between Views in the Project Directory |
|
|
|
||
|
View Inactive Users, Contacts, and Companies in the Project Directory |
|
||||
|
View the Project Directory |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |
|
View Company Insurance Information |
|
|
|
Documents
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 level Documents tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to a File |
|
||||
|
Add or Edit a File Description |
|
||||
|
Change Permission Settings on a Folder or File |
|
|
|
||
|
Check In or Out a File |
|
|
|||
|
Configure Advanced Settings: Documents |
|
||||
|
Create a Folder |
|
|
|||
|
Delete Files or Folders |
|
|
|
||
|
Download a Previous Version of a File |
|
|
|
||
|
Download Files and Folders |
|
|
|
||
|
Email Files and Folders |
|
|
|
||
|
Export Information |
|
|
|
||
|
Export Object Data from a Model |
|
|
|
Users must also have 'Read Only' or higher permission to the Models tool. | |
|
Manage and Set Tags for Documents |
|
||||
|
Manage Permissions for Files and Folders |
|
|
|
||
|
Manage Who Tracks Files and Folders |
|
||||
|
Move and Copy Files and Folders |
|
|
|
|
|
|
Open or Edit a File in Microsoft Office 365 |
|
|
|||
|
Preview a File |
|
|
|
||
|
Rename a File |
|
|
|
||
|
Rename a Folder |
|
|
|
||
|
Retrieve a File or Folder from the Recycle Bin |
|
||||
|
Search for and Filter Documents |
|
|
|
This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
|
Sort Document Folder Contents |
|
|
|
||
|
Track a Folder or File |
|
|
|
||
|
Upload a New Version of a File |
|
|
|||
|
Upload Files into a Folder |
|
|
This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished. | ||
|
View a File in Microsoft Office 365 |
|
|
|
||
|
View Documents |
|
|
|
||
|
View a Private File or Folder |
|
|
|
The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders. |
Drawings
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
Access Recently Viewed Drawings |
|
|
|
||
|
Add Measurements to a Drawing |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
Add Observations to a Drawing |
|
|
Users must also have 'Standard' permissions or higher on the project's Observations tool. | ||
|
Add Photos to a Drawing |
|
|
|
|
|
|
Add Punch List Items to Drawings |
|
|
|
||
|
Compare Drawings |
|
|
|
||
|
Delete Drawing Markups (personal) |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
Delete Drawing Markups (published) |
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | ||
|
Email Drawings |
|
|
|||
|
Link a Correspondence Item on a Drawing |
|
|
|
||
|
Link Items to a Drawing |
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | ||
|
Link Observations to a Drawing |
|
|
|
||
|
Link RFIs to a Drawing |
|
|
|
|
|
|
Mark Up a Drawing (personal) |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
Print Drawings |
|
|
|
||
|
Publish Personal Drawing Markups |
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | ||
|
Search for and Filter Drawings |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
Share Drawings Within Procore |
|
|
|||
|
Sync and Download Drawings |
|
|
|
||
|
View Drawing Area |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
View Drawings |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
Forms
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
Article Title |
|
|
|||
|
Edit a Form You Created |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Edit Any Form |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
|
Email a Form |
|
|
|||
|
Delete a Project Level Form |
|
||||
|
Download Form Templates |
|
|
|
||
|
Fill out a Form |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
View a Form |
|
|
|
Incidents
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Contact to an Incident |
|
|
User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission. |
||
|
Add a Record to an Incident |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Add a Witness Statement to an Incident |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Close Any Incident |
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |||
|
Close Incidents You Created |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Create Incidents |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore after a network connection has been reestablished. | ||
|
Edit Any Incident |
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |||
|
Edit Incidents You Created |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Search and Filter for Incidents |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |
|
View Incidents |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. |
Inspections
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 level Inspections tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to an Inspection |
|
|
|||
|
Add Comments to an Inspection Item |
|
|
|
||
|
Add Company Level Inspection Templates to Your Project |
|
|
|||
|
Add Conditional Logic to a Project Level Inspection Template |
|
||||
|
Add Attachments to Inspection Items |
|
|
|
||
|
Add Signers to an Inspection |
|
|
|
||
|
Add Signers to an Inspection Item |
|
|
On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
||
|
Clone a Project Inspection Template to a Company |
|
||||
|
Close an Inspection You Created |
|
|
|||
|
Close Any Inspection |
|
||||
|
Configure Advanced Settings: Inspections |
|
||||
|
Create an Inspection |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Create a Project Level Inspection Template |
|
||||
|
Create an Observation from an Inspection |
|
|
|
||
|
Delete an Inspection |
|
||||
|
Create an Inspection Schedule |
|
|
|
||
|
Delete an Inspection Template |
|
||||
|
Edit an Inspection You Created |
|
|
On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
||
|
Edit Any Inspection |
|
On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|||
|
Edit a Project Level Inspection Template |
|
||||
|
Edit an Inspection Schedule |
|
|
|
||
|
Email Inspections |
|
|
|||
|
Export an Individual Inspection |
|
|
|
||
|
Perform an Inspection |
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | ||
|
Retrieve an Inspection From the Recycle Bin |
|
||||
|
Search and Filter for Inspections |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
Sign a Completed Inspection |
|
|
On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Sign an Inspection Item |
|
|
On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
View Project Level Inspections |
|
|
|
||
|
View the Activity Feed of Items in an Inspection |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
View Change History of an Inspection |
|
||||
|
View Signatures on an Inspection |
|
|
|
On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
Instructions
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
Create an Instruction |
|
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device | ||
|
Delete an Instruction |
|
||||
|
Edit an Instruction You Created |
|
|
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device | |
|
Edit Any Instruction |
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device | |||
|
Search for and Filter Instructions |
|
|
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device | |
|
View Instructions |
|
|
|
This item can be viewed or edited offline provided that the asset/item was previously viewed and cached on your mobile device |
Locations
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
Actions taken on web require permissions to the project's Admin tool. See Project Admin Tool Permissions.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Locations |
|
|
|
|
|
|
Add Photos to a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Photos tool. | |
|
Create a Punch List Item from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Punch List tool. | |
|
Create an Incident from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Incidents tool. | |
|
Create an Inspection from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Inspections tool. | |
|
Create an Observation from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Observations tool. | |
|
Create an RFI from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the RFIs tool. | |
|
Scan Location QR Code in the Locations Tool |
|
|
|
||
|
View Items Associated with a Location |
|
|
|
You must also have access to view the item within the relevant Procore tool. | |
|
View Locations and Heat Map |
|
|
|
You must also have access to view the item within the relevant Procore tool. | |
|
View Location Hierarchy |
|
|
|
||
|
View Locations on Drawings |
|
|
|
Meetings
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 level Meetings tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Comment to a Meeting Item |
|
|
|
||
|
Add a Meeting Category |
|
|
|
||
|
Add a Meeting Item |
|
|
|
||
|
Add a Meeting To Your Personal Calendar |
|
|
|
||
|
Add a Related Item to a Meeting |
|
|
|
||
|
Add Meeting Minutes |
|
|
|
||
|
Configure Advanced Settings: Meetings |
|
||||
|
Convert a Meeting from Agenda to Minutes Mode |
|
|
|
||
|
Create a Follow-up Meeting |
|
||||
|
Create a Meeting |
|
|
|
||
|
Delete Any Meeting Comment |
|
||||
|
Delete Own Meeting Comment |
|
|
|
||
|
Create a Meeting from a Template |
|
|
|
||
|
Delete a Meeting |
|
||||
|
Delete a Meeting Category |
|
|
|
||
|
Delete a Meeting Item |
|
|
|
||
|
Distribute a Meeting Agenda |
|
|
|
||
|
Distribute and Redistribute Meeting Minutes |
|
|
|
||
|
Edit a Meeting |
|
|
|
||
|
Edit a Meeting Item |
|
|
|
||
|
Export a Meeting as a PDF |
|
|
|
||
|
Forward a Meeting by Email |
|
|
|
||
|
Initiate an Email Communication Thread for a Meeting |
|
|
|
Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. | |
|
Record Meeting Attendance |
|
||||
|
Reorder Meeting Categories |
|
|
|
||
|
Reorder Meeting Items |
|
|
|
||
|
Search for a Meeting |
|
|
|
||
|
Star Previous Minutes |
|
||||
|
View a Meeting |
|
|
|
||
|
View Previous Minutes |
|
|
|
||
|
View the Change History of a Meeting |
|
Models
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Note
'Standard' level permission does not exist for the Models tool.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Section Box to a Model |
|
Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model. | |||
|
Associate a Model with a Procore Project |
|
||||
|
Create a Coordination Issue in the Model Viewer |
|
Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool. | |||
|
Create an Observation in the Model Viewer |
|||||
|
Delete a Model |
|
|
|||
|
Download the Procore Plugin for the Models Tool |
|
|
|||
|
Edit Information for a Model |
|
||||
|
Edit a Coordination Issue in the Model Viewer |
|
Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool. | |||
|
Measure Distances on a Model |
|||||
|
Publish a Model to Procore |
|
Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model. | |||
|
Publish a New Version of a Model |
|
Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model. | |||
|
Reassociate a Model with a Procore Project |
|
||||
|
Search for and Filter Coordination Issues in the Model Viewer |
|
|
Users also need 'Read Only' or higher level permissions to the Coordination Issues tool. | ||
|
Search for and Sort Models |
|
|
|||
|
Use the Section Tool on a Model |
|
|
|||
|
View a Model |
|
|
|||
|
View the Version History of a Model |
|
My Time
Important
Permissions for My Time are granted by assigning permissions for the Company level Timecards tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 a My Time Entry |
|
|
|
This action can be performed offline. Tasks performed in offline will be synced with Procore once a network connection has been reestablished. | |
|
Clock Your Time |
|
|
|||
|
Edit a My Time Entry |
|
|
This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Search and Filter My Time Entries |
|
|
This action can be performed offline provided that the information was previously viewed and cached on your mobile device. | ||
|
Sign My Time Entries |
|
|
This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
|
Start and Stop Lunch Break |
|
|
|||
|
View My Time Entries |
|
|
|
|
Observations
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Comment to an Observation |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Add Observations to a Drawing |
|
|
Users must also have 'Standard' level permissions or higher on the project's Drawings tool. | ||
|
Close an Observation |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Create an Observation |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Create an Observation from an Inspection |
|
|
|
||
|
Create Observations on a Drawing |
|
|
Users must also have 'Standard' level permissions or higher on the project's Drawings tool. | ||
|
Edit an Observation You Created |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Edit Any Observation |
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |||
|
Email an Observation |
|
|
|||
|
Respond to an Observation |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Search and Filter for Observations |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. |
Photos
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Comment to a Photo |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. |
||
|
Bulk Edit Photos |
|
||||
|
Create a Photo Album |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Create Before and After Photos |
|
|
|||
|
Create Items from Photos |
|
|
Users must also have 'Standard' level permissions or higher for the tool where you are creating the item. | ||
|
Delete Photos |
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
|||
|
Drag and Drop Images into Procore's Photos Tool |
|
|
|||
|
Download a Photo |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
Edit Photo Information |
|
|
|||
|
Email a Photo |
|
|
|||
|
Mark Up a Photo |
|
|
|||
|
Mention Someone in a Photo Comment |
|
|
|||
|
Search and Filter for Photos |
|
|
|
||
|
Send Photos from the Photos tool to the Daily Log |
|
|
|||
|
Sort Photo Albums |
|
|
|
||
|
Take and Add Photos to an Album |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
View Photos |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
Project Dashboard
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
View the Project Dashboard |
|
|
|
Project Overview Screen
Important
Permissions for Project Overview are granted by assigning permissions for the project's Home tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 and Manage Bookmarks |
|
|
|
||
|
Add, Edit, or Delete Project Details from the Project Overview |
|
|
|
Users must also have the following permissions:
|
|
|
Add, Edit, or Delete Project Links from the Project Overview |
|
||||
|
Add, Edit, or Delete the Project Message and Notes from the Project Overview |
|
||||
|
Change the Project Stage from the Project Overview |
|
||||
|
Configure Project Overview Screen Preferences |
|
|
|
||
|
Configure Tool Order for Project |
|
|
|
||
|
Manage Project Team Roles from the Project Overview |
|
Users must also have 'Admin' level permissions to the Project Directory tool. | |||
|
Navigate to a Different Company in Procore |
|
|
|
You must have access to the company you are navigating to. |
|
|
Navigate to a Different Project |
|
|
|
You must have access to the project you are navigating to. | |
|
Open Project Links |
|
|
|
||
|
Quick Create an Item from the Project Overview |
|
|
|
Users must also have permissions to create the item in the relevant Procore tool. | |
|
Share Project Location |
|
|
|
||
|
Sort Projects |
|
|
|
||
|
View Open Items from the Project Overview |
|
|
|
Users must also have permissions to view the item in the relevant Procore tool. | |
|
View Project Details from the Project Overview |
|
|
|
||
|
View Project Message from the Project Overview |
|
|
|
No instructions for viewing on web -The project message is immediately visible to all users when viewing the Project Overview on the web. | |
|
View Project Team from the Project Overview
|
|
|
|
No instructions for viewing on web -The project team is immediately visible to all users when viewing the Project Overview on the web. | |
|
View Project Weather from the Project Overview |
|
|
|
||
|
View Details of Recent Project Activity from the Project Overview |
|
|
|
|
|
|
View Recent Project Activity from the Project Overview |
|
|
|
Prime Contracts
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
View a Prime Contract You were Added To |
|
|
|
|
|
|
View Any Prime Contract |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. |
Punch List
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 Punch List tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Photo to a Punch List Item |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Close a Punch List Item |
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |||
|
Create a Punch List Item
|
|
|
|
||
|
Download Attachments from a Punch List Item |
|
|
|
||
|
Edit a Punch List Item |
|
|
|
||
|
Notify Assignees of Punch Items |
|
||||
|
Reassign a Punch List Item |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Respond to a Punch List Item |
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | ||
|
Respond to a Punch List Item Assigned to Users within your Company |
|
|
Alternatively, 'Standard' level users can respond to a punch list item if they are listed as the item's 'Punch Item Manager', 'Assignee', or 'Final Approver'. | ||
|
Search and Filter the Punch List |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. | |
|
View non-Private Punch List Item |
|
|
|
|
|
|
View Private Punch List Item |
|
|
|
||
|
View Punch List Items Assigned to Users within your Company |
|
|
|
|
RFIs
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Close an RFI | |
iOS | Android* | |||
| Create an RFI | |
|
iOS* | Android* | ||
| Create a Change Event from an RFI | |
|
iOS** | Android* | ||
| Edit an RFI | |
iOS** | Android** | |||
| Email an RFI | |
|
iOS | Android | ||
| Respond to an RFI | |
|
iOS | Android* | ||
| Search for and Filter RFIs | |
|
|
iOS** | Android | |
| View RFIs | 1 |
1 |
|
iOS** | Android | |
1 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for details.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Schedule
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 level Schedule tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Related Items to a Scheduled Task |
|
||||
|
Configure Advanced Settings: Schedule |
|
||||
|
Configure Schedule Notification Emails |
|
Users also need 'Admin' level permission to the project's Directory tool. | |||
|
Configure the Project Level Schedule Tool for Primavera P6 |
|
||||
|
Clear an Integrated Schedule |
|
||||
|
Create a Calendar Item |
|
|
|||
|
Create Lookahead |
|
|
|
||
|
Create Lookahead Tasks |
|
|
|
||
|
Delete Calendar Item |
|
||||
|
Delete Lookahead |
|
|
|
||
|
Delete Lookahead Tasks |
|
|
|
||
|
Edit Any Calendar Item |
|
||||
|
Edit a Calendar Item You Created |
|
|
|||
|
Edit Lookahead Task |
|
|
|
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 Project Schedule |
|
|
|||
|
Request a Schedule Change |
|
|
|||
|
Search and Filter for Scheduled Tasks |
|
|
|
||
|
Send Recurring Project and Resource Schedules |
|
||||
|
Update a Project Schedule File |
|
||||
|
Update Lookahead Tasks |
|
|
|
||
|
Update Task Completion Percentage |
|
|
|
||
|
Upload a Project Schedule File to Procore's Web Application |
|
||||
|
Upload an Asta Powerproject Schedule |
|
||||
|
View a Project Schedule |
|
|
|
||
|
View a Scheduled Task |
|
|
|
||
|
View Lookahead |
|
|
|
||
|
View the Change History of Lookaheads |
|
|
|
Sidebar Screen
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
Access the Sidebar Screen |
|
|
|
||
|
Configure App Preferences |
|
|
|
Specifications
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a Related Item to a Specification |
|
||||
|
Configure Advanced Settings: Specifications |
|
||||
|
Create a Specification Set |
|
||||
|
Delete Pending Specification Uploads |
|
||||
|
Delete Specification Section Revisions |
|
||||
|
Download Specifications |
|
|
|
||
|
Edit Specification Sections and Divisions |
|
||||
|
Email Specifications |
|
|
|||
|
Export Specifications as a PDF or CSV |
|
|
|
||
|
Manually Create Divisions |
|
||||
|
Manually Create Specification Sections |
|
||||
|
Mark Specifications as Obsolete |
|
||||
|
Review and Publish Specifications |
|
||||
|
Search and Filter for Specifications |
|
|
|
||
|
Submittal Builder: Add Submittals |
|
|
|
Users must also have 'Admin' level permission on the project's Submittals tool. | |
|
Submittal Builder: Configure Submittal Titles |
|
|
|
Users must also have 'Admin' level permission on the project's Submittals tool. | |
|
Submittal Builder: Generate Submittals from Specifications |
|
|
|
Users must also have 'Admin' level permissions to the Submittals tool. | |
|
Upload Specification Revisions |
|
||||
|
Upload Specifications |
|
||||
|
View a Deleted Specifications Report |
|
||||
|
View Report of All Specification Revisions |
|
|
|
||
|
View Specifications |
|
|
|
||
|
View Change History for Specifications |
|
Submittals
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Email Submittals | |
|
iOS | Android | ||
| Scan a Submittal QR Code | |
|
|
iOS* | Android | |
| Search and Filter for Submittals | |
|
|
iOS** | Android** | |
| View a Submittal | |
|
|
iOS** | Android** | |
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Tasks
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 Comments to Any Task |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
|
Add Comments to Tasks You Created or are the Assignee |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Add Tasks |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Assign a Task You Created to Yourself or an Admin User |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Assign Task to Any User |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
|
Change the Status of a Task to Any Status |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
|
Change the Status of a Task to 'Initiated', 'In Progress' or 'Ready for Review' |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Delete a Task |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
|
Edit Any Task |
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |||
|
Edit a Task you Created |
|
|
This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
|
Search for Tasks |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |
|
Send Tasks |
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. | |||
|
View Tasks |
|
|
|
This item can be viewed or edited in offline mode provided that the item was previously viewed and cached on your mobile device. |
Timesheets
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 level Timesheets tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Crew to an Existing Timesheet You Created |
 |
|
|
||
|
Add a Crew to any Existing Timesheet |
|
|
|
|
|
|
Add Employees to a Timesheet you Created |
|
|
|||
|
Add Employees to any Timesheet |
|
|
|
||
|
Add Quantities to a Timesheet you Created |
|
|
|||
|
Add Quantities to Any Timesheet |
|
||||
|
Approve a Timesheet |
|
||||
|
Bulk Enter Time in a Timesheet |
|
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. |
|
|
Configure Advanced Settings: Project Level Timesheets |
|
||||
|
Copy Previous Timesheet |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Create a Timesheet |
|
|
|
|
|
|
Delete a Timesheet You Created |
|
|
|
|
|
|
Delete Any Timesheet |
|
|
|||
|
Delete Budgeted Labor Hours and Budgeted Production Quantities |
|
'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
|
Delete Quantities on a Timesheet |
|
|
Users with 'Standard' level permissions can only delete quantities to timesheets they have created. | ||
|
Edit a 'Pending' Timesheet |
|
|
|
Users with granular permissions can in line edit one timesheet at a time. | |
|
Edit a Timesheet You Created |
|
|
|
||
|
Edit Any Timesheet |
|
||||
|
Edit the Status of a 'Reviewed' Timesheet |
|
|
|
||
|
Edit Quantities on a Timesheet |
|
|
Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet. | ||
|
Export a Project's Timesheets |
|
|
|
||
|
Export the Field Production Report |
|
|
|
'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
|
Export the Labor Budget to Actual Report |
|
|
|
'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
|
Import a Unit Quantity Based Budgeted |
|
'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
|
Review a Timesheet |
|
|
|
||
|
Search for and Filter Project Level Timesheets |
|
|
|
||
|
Set Up a Daily Reminder for Timesheets |
|
|
|||
|
Set up a Field Production Report |
|
Additional permissions are needed to complete this action:
|
|||
|
Sign a Timesheet |
Permissions for this action are set in the company's Timecard tool. | ||||
|
Sign Timesheets for All Projects |
Permissions for this action are set in the company's Timecard tool. | ||||
|
View a Field Production Report |
|
|
|
'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
|
View a Labor Budget to Actual Report |
|
|
|
'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
|
View a Private Timesheet You Created or are Assigned |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
View a Timesheet (not Private) |
|
|
|
|
|
|
View a Timesheet Entry Signature |
|
|
|
||
|
View Quantities on a Timesheet |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |
T&M Tickets
Important
To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 a T&M Ticket to a Change Event |
|
|
Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
|
Add Equipment Entries on a T&M Ticket |
|
|
On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
||
|
Best Practices for Configuring T&M Tickets |
|
||||
|
Create a T&M Ticket |
|
|
On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. | ||
|
Close or Reopen a T&M Ticket You Created |
|
|
Users with 'Standard' permission are only permitted to modify the tickets they create. | ||
|
Close or Reopen Any T&M Ticket |
|
||||
|
Configure Advanced Settings: T&M Tickets
|
|
||||
|
Create a Change Event from a T&M Ticket |
|
|
Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
|
Create Equipment from a T&M Ticket You Created |
|
|
|||
|
Create Equipment from Any T&M Ticket |
|
||||
|
Delete a T&M Ticket You Created |
|
|
|||
|
Delete Any T&M Ticket |
|
||||
|
Edit a T&M Ticket You Created |
|
|
On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
||
|
Edit Any T&M Ticket |
|
On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
|||
|
Export a T&M Ticket as a PDF |
|
|
|
||
|
Request a Signature on a T&M Ticket |
|
|
|||
|
Retrieve a T&M Ticket You Created |
|
|
|||
|
Retrieve Any T&M Ticket |
|
||||
|
Search and Filter T&M Tickets |
|
|
|
This action can be performed offline when using a mobile device. |
|
|
Sign a T&M Ticket |
|
|
|
On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
|
|
View a T&M Ticket |
|
|
|
This action can be performed offline when using a mobile device. |