Company Direct Costs Tool

Key Features of Direct Costs in Procore:

• Centralized Invoice Management. All direct cost invoices are managed from a single company-level location.

• Seamless ERP Integration.  Approved invoices can be directly exported to an ERP system, and their sync status can be tracked.

• Secure Document Storage. All invoice attachments are securely stored and viewable within the system.

• Efficient Data Management. Improved table navigation facilitate data entry and reporting. Bulk actions, such as exporting or sending multiple invoices to an ERP system, are supported, and invoices can be filtered by payment or ERP sync status.

• Visual Document Viewer. Attached invoice files can be previewed directly within the tool.

Permissions 

Users can take the action with this permission level.

 Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Company level Direct Costs tool?

Action	None	Read Only	Standard	Admin	Notes
View Direct Costs [Web link]		View Direct Costs in Uploads Tab	View Direct Costs in Uploads Tab
Upload New Direct Costs [Web link]		Upload New Direct Cost	Upload New Direct Cost
Edit Direct Cost Uploads in Uploads Tab
Delete Direct Cost Uploads in Uploads Tab
Submit for Review
View All Direct Costs in Direct Costs Tab
Edit All Direct Costs in Direct Costs Tab
Review and Respond to Workflow for a Project's Direct Costs as Project Assignee
Add, Edit, and Delete Line Items for a Project's Direct Costs as Project Assignee
Send Direct Costs back to Uploads Tab
Restart Workflow
Send to ERP
View Settings
Edit Settings