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Configure Advanced Settings: Direct Costs

Objective

To configure advanced settings for the project's Direct Costs tool.

Background

Users with 'Admin' permission can configure a variety of advanced settings for the project's Direct Costs tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Direct Costs tool.

Steps

Set User Permissions for the Direct Costs Tool

  1. Navigate to the project's Direct Costs tool.
  2. Click the Configure Settings  icon.
    This reveals the 'User Permissions for Direct Costs' page.
  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates
If you would like to learn more about Procore’s cost management software and how it can help your business, please visit our construction cost management software product page here.

 

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