Skip to main content
Procore

Permissions

Commitments

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
Be Designated as an Approver of a Commitment Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Line Item to the Schedule of Values       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Add Related Items To A Commitment       icon-mindtouch-table-check.png
Approve and Sign a Commitment Contract N/A N/A N/A N/A
Configure Advanced Settings: Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Change Order Tiers       icon-mindtouch-table-check.png
Create a Change Order Request (COR)     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Create a Commitment   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Create a Commitment Change Order     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Create a Purchase Order   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Create an Invoice on Behalf of a Subcontractor     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Invoices        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System        icon-mindtouch-table-check.png3
Delete an Invoice       icon-mindtouch-table-check.png
Edit a Commitment   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System    icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit a Commitment Change Order       icon-mindtouch-table-check.png
Edit Commitment Subcontractor Schedule of Values (as a Sub)   icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable the Payments Issued Subtab       icon-mindtouch-table-check.png
Enable Retainage on a Commitment   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Export a Commitment to PDF or DOCX       icon-mindtouch-table-check.png6
Export a Commitment to an Integrated ERP System        icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System        icon-mindtouch-table-check.png
Search Commitments mobile-icon-sm.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Send a CCO to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Start a New Billing Period and Send Invoice Emails       icon-mindtouch-table-check.png
Submit an Invoice as a Subcontractor   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
View an Individual Purchase Order   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
View an Individual Subcontract   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
View Commitments mobile-icon-sm.png   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.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.

2 '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.

3 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

4  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 Create Invoice Contacts

5 Users must have 'Standard' permissions on the project's Commitments tool, be listed on the Private drop-down menu for that Commitment, and be listed in the Invoice Contacts drop-down menu for that Commitment.

6 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 as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.

7 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 subtab.

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
Add and Remove Project Tools       icon-mindtouch-table-check.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-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      

 

 

  • Was this article helpful?