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Procore

Permissions

Commitments

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Line Item to a Commitment's Schedule of Values       icon-mindtouch-table-check.png
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add a Related Item to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Related Item to a Commitment Change Order       icon-mindtouch-table-check.png
Add Financial Markup to Commitment Change Orders       icon-mindtouch-table-check.png
Allow or Prevent Overbilling on a Subcontractor Invoice       icon-mindtouch-table-check.png
Approve and Sign a Subcontract N/A N/A N/A N/A
Change the Privacy Settings for a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Complete a Commitment Change Order with DocuSign® 2,8       icon-mindtouch-table-check.png
Configure Settings: Commitments       icon-mindtouch-table-check.png
Configure the Default Privacy Settings for New Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Change Order Tiers       icon-mindtouch-table-check.png
Create a Change Order Request for a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Change Order       icon-mindtouch-table-check.png
Create a Commitment Potential Change Order from a Change Event 9     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Payment Schedule       icon-mindtouch-table-check.png
Create a Purchase Order icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontractor Invoice for the Release of Retainage 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Invoice on Behalf of a Subcontractor 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Delete a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 4 erp-integration.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Subcontractor Invoice from the Commitments Tool       icon-mindtouch-table-check.png
Edit a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System erp-integration.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings Tab on a Commitment       icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Financial Markup on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Enable Retainage on a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Sliding Scale Retention Rules on a Commitment's Invoices       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Export a Commitment Change Order to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Purchase Order or Subcontract to DOCX or PDF 5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Commitments to CSV or PDF 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Commitment SOV Line Items from a CSV File   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Review a Subcontractor SOV for a Commitment       icon-mindtouch-table-check.png
Review Invoices as a Subcontractor 1     icon-mindtouch-table-check.png  
Review Subcontractor Invoices as an Admin       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Search for and Apply Filters to Commitments icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment Change Order to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool 1, 6   icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
View a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Inclusions/Exclusions for Subcontracts icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.png

1 User must have 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Commitment

2 Also requires a DocuSign© account.

3  Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Commitment

4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® and Delete a Commitment Synced with Sage 300 CRE®. The invoice must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it. 

5 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See SOV Items' check box is enabled.

6 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

7 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list. 

8 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

9 Users with 'Standard' level permissions on the project's Commitments tool can create PCOs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PCOs' configuration must be selected.