Permissions

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With the Project Status Snapshots tool, teams can view and manage the project status snapshots captured in the Budget and Forecasting tabs of their project budgets from one centralized location. Project users can perform additional actions with the project's Budget tool.

Project Status Snapshots Tool

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Permissions

Users can take action with this permission level.

Users can take action with this permission level AND one or more role-based permissions.

	Permissions Tool				Notes
Action (Alphabetical)	None	Read Only	Standard	Admin	Notes
Beta Apply Filters to the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore.
Beta Change the Status of a Snapshot for the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Standard' or higher permission on the Budget tool to change its snapshot's status.
Beta: Configure Columns for the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore.
Beta Export a Snapshots List from the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore.
Beta View Snapshots in the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Read-Only' or higher permission in the Budget tool to see the snapshot.

Budget Tool

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Permissions

Users can take action with this permission level.

Users can take action with this permission level AND one or more role-based permissions.

	Permissions Tool				Notes
Action (Alphabetical)	None	Read Only	Standard	Admin	Notes
Beta Analyze Variance Between Project Status Snapshots Web					Learn how to join the beta in Manage Features With Procore Explore.
Beta Create a Budget Snapshot Web					Learn how to join the beta in Manage Features With Procore Explore.
Beta Export a Budget Snapshot Web					Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Standard' or higher permission on the Budget tool to change its snapshot's status.
Beta View a Budget Snapshot Web					Learn how to join the beta in Manage Features With Procore Explore. Project status snapshots are visible to anyone granted these permissions.