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Procore

Permissions

Budget

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


icon_checkmark_gray_h17.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
Change Budget Values     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Budget       icon_checkmark_h17.png
Create a Budget PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Create a Budget Line Item   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Create a Budget Modification     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Budget Snapshot     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Custom Budget Report       icon_checkmark_h17.png
Create a Missing Budget Line Item     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Budget Line Item   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Edit a Budget   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w15.jpg       icon_checkmark_h17.png
Import Budget CSV   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Import a Budget from Sage     icon_checkmark_h17.png icon_checkmark_h17.png
Import a ProEst Estimate for the Budget SOV     icon_checkmark_h17.png icon_checkmark_h17.png
Lock a Budget   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Reading a Budget   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Set up a Budget     icon_checkmark_h17.png icon_checkmark_h17.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w15.jpg   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Unlock a Budget       icon_checkmark_h17.png
Use the "Forecast to Complete" Feature     icon_checkmark_h17.png icon_checkmark_h17.png
View a Budget View   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Budget Snapshot   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Budget Modifications Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Buyout Summary Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Budget Detail Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Direct Cost Details   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png

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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