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Procore

Permissions

The following table highlights which user permissions are required to perform the described user action.
mobile-icon-med.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read-only Standard Admin
*Add a Change Event Line Item to an Unapproved Commitment       icon-mindtouch-table-check.png
*Add a Change Event Line Item to an Unapproved Prime PCO       icon-mindtouch-table-check.png
*Add a Change Event Line Item to an Unapproved Commitment CO       icon-mindtouch-table-check.png
Configure Advanced Settings: Change Events       icon-mindtouch-table-check.png
*Create a CCO from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Commitment Potential Change Order (CPCO) from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Prime Contract Change Order (PCCO) from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Prime Potential Change Order from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Purchase Order from a Change Event       icon-mindtouch-table-check.png
*Create a Subcontract from a Change Event       icon-mindtouch-table-check.png
*Create RFQs from a Change Event       icon-mindtouch-table-check.png
*Create a Budget Modification from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Change Event     icon-mindtouch-table-check.png** icon-mindtouch-table-check.png
Edit a Change Event     icon-mindtouch-table-check.png*** icon-mindtouch-table-check.png
*Link a Schedule of Values Line Item to a Change Event       icon-mindtouch-table-check.png
*Respond to an RFQ as an RFQ Recipient      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an RFQ on Behalf of an RFQ Recipient     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Deleted Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review RFQ Responses   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter RFQs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Void a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

* These actions also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.

** 'Standard' level users can only delete change events they have created.

*** 'Standard' level users can only edit change events they have created.

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.

Change Events
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
Prime Contract
Job Role None Read-only Standard Admin
Owner / Construction Manager   icon-mindtouch-table-check.png    

* And added to the Prime Contract "Private" dropdown so they can see the PCO log, which will only have client change orders.

Commitments
Job Role None Read-only Standard Admin
Subcontractor     icon-mindtouch-table-check.png  

* And added to the Commitment's "Private" dropdown so they can respond to RFQs.

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