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Procore

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?

icon-apple-logo.png Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.

icon-android-logo.svg 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.

Announcements Documents Models Settings
Camera Drawings My Time Specifications
Change Events Equipment Observations Submittals
Commitments Forms Photos Tasks
Conversations (Beta) Incidents Prime Contracts Timesheets
Coordination Issues Inspections Project Dashboard T&M Tickets
Correspondence Instructions Project Overview Screen  
Crews Documents Punch List  
Daily Log Locations RFIs  
Directory  Meetings Schedule  

 

Announcements

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create Announcements       icon-mindtouch-table-check.png1 icon-apple-logo.png icon-android-logo.png
View Announcements   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-apple-logo.png icon-android-logo.png

Users must have 'Admin' permissions on the project's Home tool.

Users must have 'Read Only' or above permissions on the project's Home tool.

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Camera

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Take and Add Photos to an Album with the Camera Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png ios-gray-icon.jpg 1 icon-android-logo.png

The camera function is available on both iOS and Android. See Take and Add Photos to an Album in the Photos section of the permissions matrix. 

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Change Events

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*

Edit a Change Event that you created

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit a Change Event that someone else created       icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Add a Line Item to a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   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 sync 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.

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Commitments

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Purchase Order   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png* icon-android-logo.png *
Edit a Commitment's Schedule of Values   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png     icon-apple-logo.png **    icon-android-logo.png ** 
Edit a Purchase Order   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png    icon-apple-logo.png**  icon-android-logo.png**
Search Commitments    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png    icon-apple-logo.png**  icon-android-logo.png**
View Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**  icon-android-logo.png**
View Inclusions/Exclusions for Subcontracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png**
View Purchase Orders and Subcontracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**

Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order Contract' granular permission is enabled on the permission template associated with their account

2 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order Contract' and 'Update Work Order Contract' granular permissions are enabled on the permission template associated with their account.

 *   This action can be performed in offline mode. Tasks performed in offline mode will sync with Procore once a network connection is 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 sync with Procore once a network connection is reestablished.

 


Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action. Click the Mobile Platform icons in the table to navigate to the relevant support articles.

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
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Group in the Conversations Tool (iOS)       icon-mindtouch-table-check.png 1 icon-apple-logo.png   icon-android-logo.png
Edit or Delete a Message in the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png   icon-android-logo.png
Manage a Group in the Conversations Tool (iOS)       icon-mindtouch-table-check.png 1 icon-apple-logo.png   icon-android-logo.png
Manage Push Notifications for the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png   icon-android-logo.png
Mention a User in a Conversation (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png   icon-android-logo.png
Send a Message in the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2   icon-apple-logo.png   icon-android-logo.png
View Messages in the Conversations Tool (iOS)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-apple-logo.png icon-android-logo.png


1  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. 

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.

Coordination Issues

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to a Coordination Issue (iOS)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*     
Edit a Coordination Issue (iOS)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    
Search for and Filter Coordination Issues (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**     
View the Activity Feed of a Coordination Issue (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*     

 *   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.

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Correspondence

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Correspondence item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
Edit a Correspondence item1     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
Respond to a Correspondence item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png *   icon-android-logo.png  * 
Search for and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Scan a Correspondence Item QR Code   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png   icon-android-logo.png
View a Correspondence item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1 If the 'non-editable' setting is enabled (by Procore) at the company level, the 'Edit Open Items they Created' granular permission is not available, and 'Open' and 'Closed' items cannot be edited by any user or Admin. 

2 Users with 'Standard' permissions can only edit correspondence items that they have created. And if the 'non-editable' setting is enabled (by Procore) at the company level, only items in 'Draft' status can be edited.

 *   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.

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Crews

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.

Action None Read Only Standard Admin Notes

Add a Worker

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have the following permissions for the project's Directory Tool to take this action:
    • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
    • 'Admin' level permissions
  • Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.

Create a Crew

 Web     iOS     Android

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

Delete a Crew 

 Web

      icon-mindtouch-table-check.png  

Edit a Crew

 Web     iOS     Android

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

 Web     iOS     Android

      icon-mindtouch-table-check.png

Users must also have the following permissions for the project's Directory Tool to take this action:

  • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
  • 'Admin' level permissions

Remove a Worker

 Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permissions on project's Directory tool to take this action.

Search Crews

 Web

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

Search for a Worker

 Web

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

View a Crew

 Web     iOS     Android

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

View a Worker

 Web     iOS     Android

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

 

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Daily Log

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 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

 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 Daily Log Entry

 Web

      icon-mindtouch-table-check.png  

Approve Any Daily Log Entry Created by Collaborators

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Approve Copied Daily Log Entries Created by Collaborators

 Web     iOS     Android

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

Configure Advanced Settings: Daily Log

 Web

      icon-mindtouch-table-check.png  

Copy a Daily Log

 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 Daily Log Entry from the Calendar View     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Accident Log 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 Log 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 Log 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 Log 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 Daily Log 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 Daily Log 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 Daily Log 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 Daily Log 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 Dumpster 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 Daily Log 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 Daily Log 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 Scheduled 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 Daily Log configuration settings.

Create Waste Entries

 Web     iOS     Android

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

Create a Change Event from a Daily Log Entry

 Web

         

Create a Custom Report from the Daily Log

 Web

         

Delete Any Daily Log 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 Daily Log.

Delete a Daily Log 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 Daily Log.

Delete a Daily Log 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 Daily Log Admin.

 

Delete Related Items from Daily Log Entries

 Web

      icon-mindtouch-table-check.png  

Edit Any Daily Log 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 Daily Log 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 Daily Log 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 edited after they are approved by a Daily Log Admin.

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.

Email a Daily Log

 Web     iOS     Android

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

Enter Logs for a Previous Day

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can also be performed on mobile.

Export a Daily Log as PDF

 Web

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

Mark a Daily Log as Complete

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reject Any Daily Log Entry Created by Collaborators

 Web     iOS

      icon-mindtouch-table-check.png  

Reopen a Daily Log

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Resubmit a Daily Log Entry as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Search and Filter Daily Logs

 Web

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

Search and Filter Daily Log Entries You Created as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Upload Photos to the Daily Log

 Web

         

Upload Photos to the Daily Log from the Photos Tool

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' permissions or higher on the project's Photos tool.

View and Attach Files to a Daily Log

 iOS     Android

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

 Web     iOS     Android

  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png
  • This excludes the ability to view the change history log. See below for more details about the View Change History Log permission .
  • Users with a 'Collaborator Entry Only' granular permission can only view their daily log items. 

View Your Daily Log Items 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 Daily Log configuration settings.

View Daily Log Items by Users at your Company as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company
  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 

 Web

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

View Daily Log Notes Report

 Web

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

Users also need 'Read Only' level permissions or higher on the project's Reports tool.

View Daily Logs in the Calendar View

 Web     iOS     Android

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

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Directory

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 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

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Add a Contact to your Device

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline.

Add a Phone Calls Entry from the Directory 

 iOS     Android

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

Add a User Account to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
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.

Add Project Insurance to a Company Record in the Project Directory

 Web

      icon-mindtouch-table-check.png  

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

 Web

 

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission.
  • Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies to a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)
icon-mindtouch-table-check.png 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 in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Configure the Project Team on the Project Home Page

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory: Edit Permissions

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory: Edit Project Roles

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Create a Project Specific Permissions Template from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Customize the Column Display in the Directory Tool

 Web

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

Delete a Distribution Group from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Download vCard for a User Account in the Project Directory

 Web

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

Edit a Company in the Project Directory

 Web     Android

 

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 Distribution Group

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Edit an Active Account in the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Email Forward Contact Information 

 Android

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

Enable Schedule Notifications for a User on a Project

 Web

      icon-mindtouch-table-check.png  

Enable Weather Delay Alerts by Phone or Email

 Web

      icon-mindtouch-table-check.png  

Export the Project Directory to CSV or PDF

 Web

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

Forward Contact Information by Email 

 Android

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

Invite or Reinvite a User to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

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

Invite a Batch of Users to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

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

Reactivate a Company in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Reactivate a User in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Remove a Company from the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Remove a User from a Project

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove Project Insurance from a Company Record

 Web

      icon-mindtouch-table-check.png  

Remove a Batch of User Accounts from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove a Batch of Companies from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

   

icon-mindtouch-table-check.png

  • Request Company and People Imports
icon-mindtouch-table-check.png  

Save Contact to Phone on a Mobile Device 

 iOS     Android

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

Search and Filter the Project Directory

 Web     iOS     Android

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

Send a Message or WhatsApp to a Contact

 iOS

      icon-mindtouch-table-check.png  

Set Bidder Information at the Project Level

 Web

      icon-mindtouch-table-check.png  

Switch Between Views in the Project Directory

 Web

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

View the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png 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.

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Documents

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 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 level Documents tool?

Action None Read Only Standard Admin Notes

Add a Related Item to a File

 Web

      icon-mindtouch-table-check.png  

Add or Edit a File Description

 Web

      icon-mindtouch-table-check.png  

Change Permission Settings on a Folder or File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Check In or Out a File

 Web

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

Configure Advanced Settings: Documents

 Web

      icon-mindtouch-table-check.png  

Create a Folder

  Web     iOS     Android

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

Delete Files or Folders

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files
icon-mindtouch-table-check.png  

Download a Previous Version of a File

 Web

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

Download Files and Folders

  Web     iOS     Android

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

Email Files and Folders

  Web     iOS     Android

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

 

Export Information

 Web

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

Export Object Data from a Model

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Read Only' or higher permission to the Models tool.

Manage and Set Tags for Documents

 Web

      icon-mindtouch-table-check.png  

Manage Permissions for Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Manage Who Tracks Files and Folders

 Web

      icon-mindtouch-table-check.png  

Move and Copy Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders
icon-mindtouch-table-check.png

 

Open or Edit a File in Microsoft Office 365

 Web

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

Preview a File

 Web

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

Rename a File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Rename a Folder

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Retrieve a File or Folder from the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search for and Filter Documents

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.

Sort Document Folder Contents

 Web

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

Track a Folder or File

 Web

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

Upload a New Version of a File

 Web

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

Upload Files into a Folder

 Web     iOS     Android

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

 Web

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

View Documents

 Web     iOS     Android

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

View a Private File or Folder

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files
icon-mindtouch-table-check.png 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.

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Drawings

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.

 

 


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Access Recently Viewed Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Measurements to a Drawing    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Add Observations to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Photos to a Drawing   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1   icon-apple-logo.png** icon-android-logo.png**
Add Punch List Items to Drawings     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Compare Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Delete Drawing Markups (personal)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Delete Drawing Markups (published)        icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Sync and Download Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Email Drawings     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Link a Correspondence Item on a Drawing     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-apple-logo.png* icon-android-logo.png   
Link Items to a Drawing      icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Link RFIs to a Drawing      icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png icon-android-logo.png**
Link Observations to a Drawing      icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-apple-logo.png*  
Mark Up a Drawing (personal)   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Publish Personal Drawing Markups     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Print Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png   
Search for and Filter Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Share Drawings Within Procore     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  
Sync and Download Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
View Drawing Area    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
View Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

2  Users must also have 'Read Only' or higher permissions on the correspondence type.

3  Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.

'Read Only' level users can markup drawings but cannot publish their markups.

 *   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.

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Equipment

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.

Action None Read Only Standard Admin Notes

Add Equipment to Projects

 Web     iOS     Android
  check-green2.png check-green2.png  

Check in Project Equipment

    iOS     Android

    check-green2.png check-green2.png  

Create an Equipment Record in the Project Equipment Tool

 Web

    check-green2.png check-green2.png  

Create an Inspection for Equipment

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have 'Standard' level permissions or higher to the Inspections tool.

Remove Equipment from Projects

 Web     iOS     Android

      check-green2.png  

Scan an Equipment QR Code

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Equipment Details

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

 

 Legacy Content

For the legacy Equipment experience, reference these permissions.

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Forms

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Edit a Form's Information     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Email a Form      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Delete a Project Level Form       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Download Form Templates   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Fill out a Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png**
View a Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png icon-android-logo.png

1 Standard level users may edit the information of a form they created.

* 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.

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Incidents

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Witness Statement to an Incident     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Close Incidents     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Create Incidents     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit Incidents     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Search and Filter for Incidents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Incidents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

'Standard' level users can perform this action for incidents that they have created.

 *   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.

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Inspections

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 level Inspections tool?

Action None Read Only Standard Admin Notes

Add a Related Item to an Inspection

 Web

      icon-mindtouch-table-check.png

 

Add Comments to an Inspection Item

 Web     iOS     Android

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

Add Company Level Inspection Templates to Your Project 

 Web

      icon-mindtouch-table-check.png

 

Add Attachments to Inspection Items

 Web     iOS     Android

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

Add Signers to an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Add Signers to an Inspection Item

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

+ Create Contact

icon-mindtouch-table-check-gp.png

+ Create Contact

  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Clone a Project Inspection Template to a Company

 Web

      icon-mindtouch-table-check.png  

Close an Inspection You Created

 Web

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

Close Any Inspection

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Inspections

 Web

      icon-mindtouch-table-check.png  

Create an Inspection

 Web     iOS     Android

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

 Web

      icon-mindtouch-table-check.png  

Create an Observation from an Inspection

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

 

  • Users must also have 'Standard' level permission or higher on the Observations tool 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.

Delete an Inspection

 Web

      icon-mindtouch-table-check.png  

Create an Inspection Schedule

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Schedules
check-green2.png icon-mindtouch-table-check.png  

Delete an Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection You Created

 Web     iOS     Android

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

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

 Web     iOS     Android

      icon-mindtouch-table-check.png

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

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection Schedule

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Schedules
check-green2.png icon-mindtouch-table-check.png  

Email Inspections

 Web     iOS     Android

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

Export an Individual Inspection

 Web

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

Perform an Inspection

 Web     iOS     Android

    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.

Retrieve an Inspection From the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png 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.
 

Sign a Completed Inspection

 Web     iOS     Android

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

 Web     iOS     Android

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

 Web     iOS     Android

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

View the Activity Feed of Items in an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png 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.
 

View Change History of an Inspection 

 Web

      icon-mindtouch-table-check.png  

View Signatures on an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

 

 

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Instructions

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create an Instruction     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Delete an Instruction       icon-mindtouch-table-check.png icon-apple-logo.png     icon-android-logo.png  
Edit an Instruction     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Search for and Filter Instructions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
View Instructions    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1 Users with 'Standard' permissions can only edit instructions that they have created.

 *   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.

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Locations

   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.

 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

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

  • For mobile users:
    • You can only add locations on the Procore app if locations were originally created manually or imported. If locations were originally generated from Drawings, you can NOT add new locations using a mobile device.
    • Users must be permitted to create locations in tools outside the Location Manager. See Allow or Disallow Users to Create Locations within a Tool.

Add Photos to a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Photos tool.

Create a Punch List Item from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Punch List tool.

Create an Incident from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Incidents tool.

Create an Inspection from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Inspections tool.

Create an Observation from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the Observations tool.

Create an RFI from a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have 'Standard' permissions or higher on the RFIs tool.

Scan Location QR Code in the Locations Tool

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Items Associated with a Location

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have access to view the item within the relevant Procore tool.

View Locations and Heat Map 

 iOS     Android

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

You must also have access to view the item within the relevant Procore tool.

View Location Hierarchy

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Locations on Drawings

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

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Meetings

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 level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

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

Add a Related Item to a Meeting

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

icon-mindtouch-table-check.png

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

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

Export a Meeting as a PDF

 Web

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

Forward a Meeting by Email

 Web

 

icon-mindtouch-table-check.png

  • Email Meeting

icon-mindtouch-table-check.png

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

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

Search for a Meeting

 Web     iOS     Android

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

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

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

View Previous Minutes

 Web

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

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png  

 

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Models

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create Coordination Issues from a Model (iOS)   icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1 icon-apple-logo.png  
Create Observations from a Model (iOS)   icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png2 icon-apple-logo.png  
Download or Remove Models from a Device (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Measure Distances on a Model (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Send Logs to Support for Issues with a Model (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Settings: Models (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
View Models (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png


Note: 'Standard' level permissions do not exist for the Models tool.

1  'Standard' or 'Admin' permissions to the Coordination Issues tool are also required to create coordination issues on a model. 

2  'Standard' or 'Admin' permissions to the Observations tool are also required to create observations from a model. 

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My Time

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Observations

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Add Observations to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Close an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Create an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png
Create an Observation from an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png**
Create Observations on a Drawing     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-apple-logo.png*  
Edit an Observation     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Email an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Respond to an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Search and Filter for Observations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**

1 Also requires 'Standard' or 'Admin' permissions on the Drawings tool.

2  'Standard' level users can only edit observations that they have created.

 *   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.

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Photos

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png  
Bulk Edit Photos       icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png 
Create a Photo Album     icon-mindtouch-table-check.png icon-mindtouch-table-check.png      icon-apple-logo.png*      icon-android-logo.png
Delete Photos       icon-mindtouch-table-check.png  icon-apple-logo.png    icon-android-logo.png**
Drag and Drop Images into Procore's Photos Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png     
Download a Photo   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Mark Up a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Mention Someone in a Photo Comment     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Email a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png  
Search and Filter for Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Send Photos from the Photos tool to the Daily Log     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Sort Photo Albums   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png  
Take and Add Photos to an Album     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png
View Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**

 *   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.

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Project Dashboard

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
View the Project Dashboard   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png

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Project Overview Screen

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

 Important

Permissions for Project Overview are granted by assigning permissions for the project's Home tool.

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.

Action None Read Only Standard Admin Notes

Add and Manage Bookmarks

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Add, Edit, or Delete Project Details from the Project Overview

 Web

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

Users must also have the following permissions:

  • 'Admin' level permissions to the project Admin tool.
    OR
  • 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.

Add, Edit, or Delete Project Links from the Project Overview

 Web

      check-green2.png  

Add, Edit, or Delete the Project Message and Notes from the Project Overview

 Web

      check-green2.png  

Change the Project Stage from the Project Overview

 Web

      check-green2.png  

Configure Project Overview Screen Preferences

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Manage Project Team Roles from the Project Overview

 Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permissions to the Project Directory tool.

Navigate to a Different Company in Procore

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png You must have access to the company you are navigating to.
 

Navigate to a Different Project

 iOS     Android

  check-green2.png check-green2.png check-green2.png You must have access to the project you are navigating to.

Open Project Links

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

Quick Create an Item from the Project Overview

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have permissions to create the item in the relevant Procore tool.

Share Project Location

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Sort Projects

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Open Items from the Project Overview

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have permissions to view the item in the relevant Procore tool.

View Project Details from the Project Overview

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Project Message from the Project Overview

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png 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

 

 Web     iOS     Android

 

  check-green2.png check-green2.png check-green2.png 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

 Web

  check-green2.png check-green2.png check-green2.png  

View Details of Recent Project Activity from the Project Overview

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • You can only see open items for tools you have access to.
  • The count of overdue, due next, and total items reflects all items for that tool. However, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.

View Recent Project Activity from the Project Overview

 Web

  check-green2.png check-green2.png check-green2.png  

 

 

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Prime Contracts

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
View a Prime Contract   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*

'Read Only' and Standard' level users can only view a prime contract if they have been added to the drop-down in the 'Private' field of the prime contract.

 *   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.

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Punch List

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Photo to a Punch List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png     icon-android-logo.png**  
Close a Punch List Item        icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png** 
Create a Punch List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png*   icon-android-logo.png*  
Download Attachments from a Punch List Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   
Edit a Punch List Item     icon-mindtouch-table-check.png1, 2 icon-mindtouch-table-check.png      icon-apple-logo.png**    icon-android-logo.png**
Notify Assignees of Punch Items       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Reassign a Punch List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png   icon-android-logo.png**
Respond to a Punch List Item      icon-mindtouch-table-check.png icon-mindtouch-table-check.png     icon-apple-logo.png**    icon-android-logo.png**  
Search and Filter the Punch List    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png    icon-apple-logo.png**  icon-android-logo.png** 

 'Standard' level users can edit punch list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

 'Standard' level users who have been granted permission to act as Punch Item Manager can edit items in which they are listed as the Punch Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Punch Item Manager' section of the Punch List tool's configure settings in order to be selected as a Punch Item Manager. 

 *   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.

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RFIs

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Close an RFI       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Create an RFI      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png*
Edit an RFI        icon-mindtouch-table-check.png    icon-apple-logo.png**   icon-android-logo.png**
Email an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Respond to an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png*
Search for and Filter RFIs    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png
View RFIs   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png

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.

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Schedule

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 level Schedule tool?

Action None Read Only Standard Admin Notes

Add Related Items to a Scheduled Task

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Schedule

 Web

      icon-mindtouch-table-check.png  

Configure Schedule Notification Emails

 Web

      icon-mindtouch-table-check.png  

Configure the Project Level Schedule Tool for Primavera P6

 Web

      icon-mindtouch-table-check.png  

Clear an Integrated Schedule

 Web

      icon-mindtouch-table-check.png  

Create a Calendar Item

 Web

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

Create Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Create Lookaheads

icon-mindtouch-table-check.png

  • Create Lookaheads
icon-mindtouch-table-check.png  

Create Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
     

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
icon-mindtouch-table-check.png  

Delete Calendar Item

 Web

      icon-mindtouch-table-check.png  

Delete Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookaheads

icon-mindtouch-table-check.png

  • Delete Lookaheads
icon-mindtouch-table-check.png  

Delete Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks
icon-mindtouch-table-check.png  

Edit Any Calendar Item

 Web

      icon-mindtouch-table-check.png  

Edit a Calendar Item You Created

 Web

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

Edit Lookahead Task

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
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.

Export a Project Schedule

 Web

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

Request a Schedule Change

 Web

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

Search and Filter for Scheduled Tasks

 Web     iOS     Android

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

Send Recurring Project and Resource Schedules

 Web

      icon-mindtouch-table-check.png  

Update a Project Schedule File

 Web

      icon-mindtouch-table-check.png  

Update Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Update Task Completion Percentage

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Task Completion Percentage

icon-mindtouch-table-check.png

  • Update Task Completion Percentage
icon-mindtouch-table-check.png  

Upload a Project Schedule File to Procore's Web Application

 Web

      icon-mindtouch-table-check.png  

Upload an Asta Powerproject Schedule

 Web

      icon-mindtouch-table-check.png  

View a Project Schedule

 Web     iOS     Android

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

View a Scheduled Task

 Web     iOS     Android

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

View Lookahead

 Web

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

View the Change History of Lookaheads

 Web

 

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead
icon-mindtouch-table-check.png  

 

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Settings

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles. 


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Manage App Preferences (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Manage Project Settings (iOS)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  
View Current Items in the Upload Queue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   

 *   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.

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Specifications

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Email Specifications     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   
Search Contextually within Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Search for Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   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.

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Submittals

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Email Submittals     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png
Scan a Submittal QR Code   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png*    icon-android-logo.png 
Search and Filter for Submittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
View a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**     icon-android-logo.png**

 *   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.

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Tasks

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add Comments to Tasks     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Add Tasks      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Change the Status of a Task      icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Delete a Task       icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit Tasks      icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Search for Tasks    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Send Tasks       icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Tasks    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1  'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

2  'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

3  'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.

4  'Standard' level users can only edit tasks that they have created.

 *   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.

 

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Timesheets

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 level Timesheets tool?

 

Action None Read Only Standard Admin Notes

Add a Crew to an Existing Timesheet You Created

 Web     iOS     Android 

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • Users also need 'Read-only' level permissions or higher on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add a Crew to any Existing Timesheet

 Web     iOS     Android 

 

 

 

icon-mindtouch-table-check-gp.png
  • Users also need 'Read-only' level permissions or higher on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add Employees to a Timesheet you Created

 Web     iOS     Android

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

Add Employees to any Timesheet

 Web     iOS     Android

 

 

 

  icon-mindtouch-table-check.png  

Add Quantities to a Timesheet you Created

 Web     iOS     Android

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

Add Quantities to Any Timesheet 

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Approve a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Bulk Enter Time in a Timesheet

 Web     iOS     Android

 

 

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

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

 Web

      icon-mindtouch-table-check.png  

Copy Previous Timesheet

 Web     iOS     Android

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

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If adding a Crew, 'Read-only' or higher level permissions are required on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Delete a Timesheet You Created

 Web     iOS     Android

 

 

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

Delete Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png

 

 

Delete Budgeted Labor Hours and Budgeted Production Quantities

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Delete Quantities on a Timesheet

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only delete quantities to timesheets they have created.

Edit a 'Pending' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png Users with granular permissions can in line edit one timesheet at a time.

Edit a Timesheet You Created

 Web     iOS     Android

 

 

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

Edit Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png  

Edit the Status of a 'Reviewed' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit Quantities on a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.

Export a Project's Timesheets

 Web

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

Export the Field Production Report

 Web

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

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Import a Unit Quantity Based Budgeted 

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Review a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Search for and Filter Project Level Timesheets

 Web     iOS     Android

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

Set Up a Daily Reminder for Timesheets

 iOS     Android