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Procore Financials: Summary of New & Upcoming Granular Permissions for Construction Financials

Released: June 14, 2018

Summary of New & Upcoming Granular Permissions for Procore's Construction Financials Tools

In recent weeks, Procore has released several new granular permissions for the tools in our Construction Financials product line. Granular permissions allow you to assign specific task privileges to new or existing permission templates (see What is a permission template?) created in the Company Directory tool. They allow you to add task privileges normally reserved for users with 'Admin' or 'Standard' level permissions to user with 'Standard' or 'Read-Only' permissions.  They also allow you to remove certain task privileges from users with 'Standard' or 'Read Only' permissions.

For those who are not familiar with updating permission templates, when you add a granular permission to permission template and attempt to save it, you will be presented with the option to apply the new settings to the users who are already assigned to that template (see Edit a Permission Template in the Company Directory). For a complete list of articles that detail permission templates, see Manage a Permission Template. For specific information about granular permissions, see Grant Granular Permissions in a Permission Template.

Tip! If you want to find out which users have not been assigned a permission template, follow the steps in Download a Template Assignment Export (CSV) and then sort the list by the Template column. 

What are the granular permissions for Financials?

Below is a comprehensive summary of the granular permissions that have been added to the permission templates feature in the Company Directory to support Procore's Construction Financial Tools:

Tool Released? Available Granular Permission What does it do?
Budget icon-green-checkmark.png Import Budget CSV Grants users the privilege to import a budget from a CSV file.  See Import a Budget CSV.
  icon-green-checkmark.png Create and Edit Original Budget Amount Grants users the privilege to create and edit the original budget amount. See Create a Budget Line Item and Edit a Budget.
  COMING SOON! Delete a Budget Line Item Grants users the privilege to delete a budget line item. See Delete a Budget Line Item.
  icon-green-checkmark.png View Direct Cost Details Grants users the privilege to view transaction-level details being populated from the Direct Cost tool via a popup window that appears in the Budget tool. See View a Budget View on a Project.
  COMING SOON! Lock the Budget Grants users the privilege to lock a project's budget. See Lock a Budget.
Commitments icon-green-checkmark.png Create Purchase Order Grants users the privilege to create purchase orders. See Create a Purchase Order
  icon-green-checkmark.png Create Subcontract Create Subcontract. Grants users the privilege to create subcontracts. See Create a Subcontract
  icon-green-checkmark.png Update Purchase Order Grants users the privilege to edit purchase orders. See Edit a Commitment.
  icon-green-checkmark.png Update Subcontract Grants users the privilege to edit purchase orders. See Edit a Commitment.
  icon-green-checkmark.png View Private Purchase Orders Grants users the privilege to see purchase orders marked as private, without having to add them to the 'Private' drop-down. Users can also view information in the Change Orders tab on private purchase orders. See View a Purchase Order.
  icon-green-checkmark.png View Private Subcontracts Grants users the privilege to see subcontracts marked as private, without having to add them to the 'Private drop-down. Users can also view information in the Change Orders tab on private subcontracts. See View a Subcontract.
Direct Costs icon-green-checkmark.png Create Direct Cost Grants users the privilege to add a direct cost to the project's Direct Costs tool. See Create a Direct Cost.
  icon-green-checkmark.png Update Direct Cost Grants users the privilege to edit a direct cost in the project's Direct Costs tool. See Edit a Direct Cost.
  icon-green-checkmark.png Delete Direct Cost Grants users the privilege to delete a direct cost in the project's Direct Costs tool. See Delete a Direct Cost.
Prime Contract icon-green-checkmark.png Create Prime Contract Grants users the privilege to create a prime contract in the Project level Prime Contract tool. See Create a Prime Contract
  icon-green-checkmark.png Edit Prime Contract Grants users the privilege to edit a prime contract in the Project level Prime Contract tool. See Edit a Prime Contract.
  icon-green-checkmark.png Delete Prime Contract Grants users the privilege to delete a prime contract in the Project level Prime Contract tool. See Delete a Prime Contract.
  icon-green-checkmark.png View Payment Application Detail Grants users the privilege to view the Details tab of the pay app and the tab's Export button. See Create a Payment Application (Pay App)

See Also