Project Admin Tool - User Permissions
Project Level Admin
Important
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 |
|
|
![]() |
||
Rearrange the Tool's in the Project Toolbox |
|
|
![]() |
||
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 | ![]() |