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Permissions

Project Level Admin

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

Task None Read-only Standard Admin
Activate a Project       icon_checkmark_h17.png
Add and Edit Project Cost Codes   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Project to a Program       icon_checkmark_h17.png
Add a Sub Job        icon_checkmark_h17.png
Add or Remove Tools on a Project   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png
Add Equipment       icon_checkmark_h17.png
Add Tiered Locations to a Project       icon_checkmark_h17.png
Add Spec Sections to the Admin Tool       icon_checkmark_h17.png
Add Sage 300 CRE Standard Cost Codes to a Project       icon_checkmark_h17.png
Allow or Disallow Users to Create Locations within a Tool       icon_checkmark_h17.png
Assign an Office Location to a Project       icon_checkmark_h17.png
Assign a Project to a Different Program       icon_checkmark_h17.png
Change a Project's Status to Active or Inactive       icon_checkmark_h17.png
Change Your Project's Stage of Construction       icon_checkmark_h17.png
Change Cost Code Description at the Project Level       icon_checkmark_h17.png
Change the Name of a Procore Project       icon_checkmark_h17.png
Configure Advanced Settings: Project Admin       icon_checkmark_h17.png
Configure Project Webhooks       icon_checkmark_h17.png
Copy People From One Project to Another       icon_checkmark_h17.png
Copy Your Company's Standard Cost Codes to a Project       icon_checkmark_h17.png
Deactivate a Project       icon_checkmark_h17.png
Delete a Budget View       icon_checkmark_h17.png
Delete Tiered Location from a Project       icon_checkmark_h17.png
Delete Project Cost Codes   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png
Delete Spec Sections from the Admin Tool       icon_checkmark_h17.png
Edit an Existing Budget View       icon_checkmark_h17.png
Edit Tiered Locations       icon_checkmark_h17.png
Edit or Add General Project Information       icon_checkmark_h17.png
Edit Spec Sections in the Admin Tool       icon_checkmark_h17.png
Enable the DocuSign Integration       icon_checkmark_h17.png
Export Locations       icon_checkmark_h17.png
Extract Project Information       icon_checkmark_h17.png
Generate a QR Code for a Location       icon_checkmark_h17.png
Import Custom Cost Codes to a Project       icon_checkmark_h17.png
Import Spec Sections to the Admin Tool       icon_checkmark_h17.png
Project Close-out       icon_checkmark_h17.png
Rearrange the Tool's in the Project Toolbox   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png
Refresh ERP Cost Codes on a Project       icon_checkmark_h17.png
Remove a Project from a Program       icon_checkmark_h17.png
Remove a Project Logo       icon_checkmark_h17.png
Remove a Project from a Program       icon_checkmark_h17.png
Request a Cost Code Import       icon_checkmark_h17.png
Request a Multi-tiered Locations Import       icon_checkmark_h17.png
Request to Copy Project Cost Codes to Another Project       icon_checkmark_h17.png
Set the Project Type       icon_checkmark_h17.png
Set User Permissions for the Project Admin Tool       icon_checkmark_h17.png
Upload a Project Logo       icon_checkmark_h17.png

1  Users with 'Read Only' or 'Standard' level permission can be granted the 'Manage Cost Codes' granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.  

2  Users with 'Read Only' or 'Standard' level permission can be granted the 'Manage Active Tabs' granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.  

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent icon_checkmark_h17.png      

 

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Last modified
14:28, 19 Oct 2017

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