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Permissions

Commitments

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

Task None Read-only Standard Admin
Be Designated as an Approver of a Commitment Change Order   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Add a Line Item to the Schedule of Values       icon_checkmark_h17.png
Add Payments Issued       icon_checkmark_h17.png
Add Related Items To A Commitment       icon_checkmark_h17.png
Approve and Sign a Commitment Contract N/A N/A N/A N/A
Configure Advanced Settings: Commitments       icon_checkmark_h17.png
Create a Change Order Request (COR)     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create a Commitment       icon_checkmark_h17.png
Create a Commitment Change Order     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create a Draw Request     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Purchase Order       icon_checkmark_h17.png
Create a Requisition on Behalf of a Subcontractor     icon_checkmark_h17.png5 icon_checkmark_h17.png
Create a Subcontract       icon_checkmark_h17.png
Create Requisition Billing Distribution       icon_checkmark_h17.png
Edit a Billing Period for Requisitions        icon_checkmark_h17.png
Create Field Order       icon_checkmark_h17.png
Create Payment       icon_checkmark_h17.png
Delete a Draw Request       icon_checkmark_h17.png
Delete a Commitment Synced with an Integrated ERP System        icon_checkmark_h17.png4
Edit a Draw Request     icon_checkmark_h17.png2 icon_checkmark_h17.png
Edit a Commitment       icon_checkmark_h17.png
Edit a Commitment Synced with an Integrated ERP System        icon_checkmark_h17.png
Edit a Commitment Change Order       icon_checkmark_h17.png
Email a Commitment      icon_checkmark_h17.png icon_checkmark_h17.png
Email a Draw Request     icon_checkmark_h17.png icon_checkmark_h17.png
Email a Subcontract     icon_checkmark_h17.png icon_checkmark_h17.png
Enable the Payments Issued Subtab       icon_checkmark_h17.png
Export Subcontract to DOCX       icon_checkmark_h17.png
Export Subcontract to a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to an Integrated ERP System        icon_checkmark_h17.png
Retrieve a Commitment from ERP       icon_checkmark_h17.png
Request to Reset a Commitment Synced with an Integrated ERP System        icon_checkmark_h17.png
Search Commitments mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Commitment to ERP Integrations for Accounting Acceptance        icon_checkmark_h17.png
Send a CCO to ERP Integrations for Accounting Acceptance        icon_checkmark_h17.png
Set and Release Retainage on All Line Items For Draw Requests       icon_checkmark_h17.png
Start a New Billing Period and Send Requisition Emails       icon_checkmark_h17.png
Submit a Requisition as a Subcontractor     icon_checkmark_h17.png5 icon_checkmark_h17.png
View all Subcontracts and Purchase Orders       icon_checkmark_h17.png
View Purchase Order   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png
View Subcontract   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png
View Commitments mobile-icon-sm.png   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png

 Your company's Procore account must be integrated with a supported ERP system. See ERP Integrations (Company Level)

1 Admin users can allow 'Standard' level users to create CCOs, CORs, and PCOs, but this is not the default permission. For more information see Configure Advanced Settings: Commitments.

'Standard' users cannot edit the "Status" field once the draw request has been created. 

3 'Read only' and 'Standard' users will only be able to view commitments that they have been granted access to via the privacy drop-down menu when editing or creating a commitment.

4 Commitments synced with an ERP-integrated system (e.g., Sage 300 CRE or QuickBooks) cannot be deleted in Procore. However, a user with 'Admin' level permissions to the Commitments tool can submit a request to delete a commitment. See Request to Reset a Synced Commitment in Sage 300 CRE or Request to Delete a Synced Commitment in QuickBooks

5  Users must have 'Standard' permissions on the project's Commitments tool as well as be listed on the Private drop-down menu for that Commitment, or have 'Admin' permissions on the project's Commitments tool.  

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool perform the described user action.

Task None Read-only Standard Admin
Enable the Commitments Tool       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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Last modified
16:38, 9 Feb 2017

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