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Procore

Permissions

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.
 Note
  • Only Project Admins can manage Locations Permissions.

  • To map locations, the Maps tool must be active on your project. You must have the necessary permissions for the Maps tool to be able to visualize locations on the map.

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The action is available on Procore's Web, iOS, and/or Android application.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp 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 Locations to Map

Web

     

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Manage Location Geometry

Web

 

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  • Manage Location Geometry on Map

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  • Manage Location Geometry on Map

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Users can add, edit, or remove location geometry on the map.

Configure Locations Settings

Web

 

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  • Configure Locations Settings

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  • Configure Locations Settings

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  • To view or edit permissions for the Locations tool users, Admin access to the Project Admin tool is required.

  • Project Admins can allow/disallow Locations to be created outside of the Locations tool and Locations Manager (Locations > Configure > Settings).

  • Users with the “Configure Locations Settings“ granular permission, can also manage and customize Location Types (Locations > Configure > Settings).

Create Locations

Web

 

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  • Create Locations

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  • Create Locations

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Delete Locations

Web

 

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  • Delete Locations

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  • Delete Locations

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Download BIM Plugin

Web

     

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Download Procore Imports and Template

Web

     

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Edit Locations

Web

 

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  • Edit Locations

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  • Edit Locations

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This includes reparent, merge, bulk edit (bulk edit type), and bulk delete actions.

Export Locations

Web

 

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  • Export Locations

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  • Export Locations

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Users can export Locations in CSV or PDF file format.

Import Locations

Web

     

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To import Locations from Revit, you must have the necessary permissions for the Models tool.
To import Locations via Procore Imports, you must be a Locations Admin (Imports does not support granular permissions).

Perform Bulk Actions on Locations

Web

     

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Print Location QR Codes

Web

 

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  • Print QR Codes

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Resize the Column Width in the Locations Table

Web

 

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View Locations

Web   iOS   Android

 

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View the Map of Locations

Web

 

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View Locations on Map

Web   iOS   Android

 

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Users can see the Location geometry on Maps.

View Location Details

Web

 

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