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Procore

Permissions

Project Level Admin

The following table highlights which user permissions are required to perform the described user action.
icon-mindtouch-table-check-grey.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Activate a Project       icon-mindtouch-table-check.png
Add and Edit Project Cost Codes   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Add a Project to a Program       icon-mindtouch-table-check.png
Add a Sub Job        icon-mindtouch-table-check.png
Add and Remove Project Tools   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Add Equipment       icon-mindtouch-table-check.png
Add Tiered Locations to a Project   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Add Sage 300 CRE Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Allow or Disallow Users to Create Locations within a Tool   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Assign an Office Location to a Project       icon-mindtouch-table-check.png
Assign a Project to a Different Program       icon-mindtouch-table-check.png
Change a Project's Status to Active or Inactive       icon-mindtouch-table-check.png
Change Your Project's Stage of Construction       icon-mindtouch-table-check.png
Change Cost Code Description at the Project Level       icon-mindtouch-table-check.png
Change the Name of a Procore Project       icon-mindtouch-table-check.png
Change the Project Address       icon-mindtouch-table-check.png
Configure Advanced Settings: Project Admin       icon-mindtouch-table-check.png
Configure Project Webhooks       icon-mindtouch-table-check.png
Copy People From One Project to Another       icon-mindtouch-table-check.png
Copy Your Company's Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Deactivate a Project       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete Tiered Location from a Project   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Delete Project Cost Codes   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png
Edit an Existing Budget View       icon-mindtouch-table-check.png
Edit Tiered Locations   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit or Add General Project Information   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png
Enable the DocuSign Integration       icon-mindtouch-table-check.png
Export Locations   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png1
Generate and Print QR Codes for Locations       icon-mindtouch-table-check.png
Import Cost Codes to Procore       icon-mindtouch-table-check.png
Import Two-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Invite a Batch of Users to Join a Procore Project   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Perform Bulk Actions on the Project Directory       icon-mindtouch-table-check.png
Project Close-out       icon-mindtouch-table-check.png
Reactivate a Batch of Companies in a Project Directory       icon-mindtouch-table-check.png
Reactivate a Batch of User Accounts in a Project Directory       icon-mindtouch-table-check.png
Rearrange the Tool's in the Project Toolbox   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Remove a Batch of Companies from a Project Directory       icon-mindtouch-table-check.png
Remove a Batch of User Accounts from a Project Directory       icon-mindtouch-table-check.png
Remove a Project from a Program       icon-mindtouch-table-check.png
Remove a Project Logo       icon-mindtouch-table-check.png
Remove a Project from a Program       icon-mindtouch-table-check.png
Request a Cost Code Import       icon-mindtouch-table-check.png
Request a Multi-tiered Locations Import   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Request to Copy Project Cost Codes to Another Project       icon-mindtouch-table-check.png
Set the Project Type       icon-mindtouch-table-check.png
Set Up a Labor Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png2
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png
Upload a Project Logo       icon-mindtouch-table-check.png

1 You must have 'Admin' permissions to the Project level tool that you want to extract data from.

2 The Project level Timesheets tool must also be enabled. 

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-mindtouch-table-check.png      
Company Administrator       icon-mindtouch-table-check.png
Engineer icon-mindtouch-table-check.png      
Owner / Construction Manager icon-mindtouch-table-check.png      
Project Manager       icon-mindtouch-table-check.png
Subcontractor icon-mindtouch-table-check.png      
Superintendent icon-mindtouch-table-check.png      

 

 

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