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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 the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

 - 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 Commitment       icon-mindtouch-table-check.png
Add a Related Item to a Commitment Change Order       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment as a Subcontractor 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Financial Markup to Commitment Change Orders       icon-mindtouch-table-check.png
Approve and Sign a Commitment Contract N/A N/A N/A N/A
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Configure 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) for a Commitment 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Change Order (CCO) 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Change Order (CCO) with DocuSign® 2,9       icon-mindtouch-table-check.png
Create a Payment Schedule       icon-mindtouch-table-check.png
Create a Purchase Order   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 4     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 Invoice Contacts       icon-mindtouch-table-check.png
Delete a Commitment       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 5        icon-mindtouch-table-check.png
Delete an Invoice       icon-mindtouch-table-check.png
Edit a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System    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 Subtab       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 (CCO) to an Integrated ERP System        icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System        icon-mindtouch-table-check.png
Export a Purchase Order or Subcontract to DOCX or PDF 6       icon-mindtouch-table-check.png
Export Commitments to CSV or PDF 8   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
Request to Reset a Commitment Synced with an Integrated ERP System        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 CCO to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit an Invoice as a Subcontractor 4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Subcontractor SOV on a Commitment 1, 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View an Purchase Order 8   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 8   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Commitments 8 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 Reports in the Commitments Tool 10   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 Users 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 with 'Admin' permission can configure the 'Enable Purchase Orders' setting to provides Procore users with 'Standard' permission with the ability to create change orders. For details, see Configure Settings: Commitments.

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 Add Invoice Contacts to a Commitment

5 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®.

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 tab.

8 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. 

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

10 Individual report availability depend on your permission level. See View Reports in the Commitments Tool.

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