Project Admin Tool - User Permissions
Project Level Admin
Important
| | The action is available on Procore's Web, iOS, and/or Android application.
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.
| Action | None | Read Only | Standard | Admin | Notes | |
|---|---|---|---|---|---|---|
| Activate Budget Codes on a Project |
|
|
|
|||
| Add a Project to a Program |
|
|
||||
| Add and Remove Project Tools |
|
|
|
|||
| Add Custom Segments to the Project Budget Code Structure | |
|||||
| Add Equipment | |
|||||
| Add Segment Items to a Project |
|
|
|
|
||
| Add Spec Sections to the Admin Tool | |
|||||
| Add Sub Job Segment Items to a Project |
|
|
|
|||
| Add Tiered Locations to a Project |
|
|
|
|||
| Allow or Disallow Users to Create Locations within a Tool | |
|||||
| Arrange the Project Budget Code Structure |
|
|
|
|||
| Assign an Office Location to a Project |
|
|
|
|||
| Assign a Project to a Different Program |
|
|
|
|||
| Assign Project Cost Codes to Sub Jobs | |
|||||
| Change a Project's Status to Active or Inactive |
|
|
|
|||
| Change Your Project's Stage of Construction |
|
|
|
|||
| Change the Name of a Procore Project |
|
|
|
|||
| Change the Project Address |
|
|
|
|||
| Configure General Settings: Project Admin |
|
|
|
|||
| Configure Project Webhooks | |
|||||
| Copy Company Cost Codes to a Project |
|
|
|
|||
| Copy Company Segments to a Project | |
|||||
| Copy People From One Project to Another |
|
|
|
|||
| Create Your Project's Work Breakdown Structure | |
|||||
| Deactivate Budget Codes on a Project |
|
|
|
|||
| Delete Tiered Location from a Project |
|
|
|
|||
| Delete Spec Sections from the Admin Tool | |
|||||
| Delete Sub Jobs from a Project |
|
|
|
|||
| Delete Unused Segment Items from a Project |
|
|
|
Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. | ||
| Edit an Existing Budget View | |
|||||
| Edit or Add General Project Information |
|
|
|
|||
| Edit Segment Items on a Project |
|
|
|
Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool. Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. |
||
| Edit Spec Sections in the Admin Tool | |
|||||
| Edit Sub Jobs on a Project |
|
|
|
|||
| Edit Tiered Locations |
|
|
|
|||
| Enable Classifications on a Project | |
|||||
| Enable the DocuSign® Integration |
|
|
|
|||
| Enable the Labor Productivity Cost Features for Project Financials | |
|||||
| Export Locations |
|
|
|
|||
| Export WBS Segments to CSV |
|
|
|
|||
| Extract Project Data Using Procore Extracts | |
You must also have Admin level permissions to the Project level tool you want to extract data from. | ||||
| Filter Locations |
|
|
|
You must also have access to view the item within the tool. | ||
|
|
|
|
||||
| Generate and Print QR Codes for Locations |
|
|
|
|||
| Import Segment Items into your Project Level Admin Tool | |
|||||
| Import Spec Sections to the Admin Tool | |
|||||
| Manually Create Locations Hierarchy |
|
|
|
|||
| Remove a Project from a Program |
|
|
|
|||
| Remove Segments from the Project Budget Code Structure | |
|||||
| Request to Import Segment Items | |
|||||
| Request a Multi-tiered Locations Import |
|
|
|
|||
| Search Locations | |
|
|
|||
| Set the Project Type |
|
|
|
|||
| Set Up a Labor Budget to Actual Report for the Timesheets Tool | |
The Project level Timesheets tool must also be enabled. 'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process. |
||||
| Set User Permissions for the Project Admin Tool | |
The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. | ||||
| Upload a Project Logo |
|
|
|
|||
| View Item Locations |
|
|
 |
You must also have access to view the item within the tool. | ||
|
|
|
Users with Read Only or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission. | |||
| View Locations Heat Map |
|
|
|
|||
| View Project Insights | |
|||||
| View the Change History of a Project |
|