Estimating - User Permissions
Estimating
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
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Add 3D Model Takeoffs |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Add 3D Model Takeoffs Using Auto-Mapping |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Add an Estimate |
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Add and Manage Internal Notes in a Bid Board Project |
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Add and Manage Tasks in a Bid Board Project |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | ||
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Add a Change Order for an Estimate |
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Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
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Assign a Budget Code from an Estimate |
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Configure Estimating Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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Copy or Move a Group to Another Estimate |
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Copy a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Copy Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Create a Prime Contract from an Estimate |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Create a Purchase Order from an Estimate |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Delete Documents from a Bid Board Project |
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Delete a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Delete Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Download Documents from a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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Edit Custom Fields for a Bid Board Project |
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Edit Customer Information for a Bid Board Project |
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Edit the Estimate Overview for a Bid Board Project |
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Expand or Collapse Takeoff Groups |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Export a Bid |
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Export an Estimate |
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Generate a Bid Proposal |
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Lock and Unlock Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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Move Takeoff Layers to a New Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Rename a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Respond to a Bid Invitation |
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Run Automated Area Takeoffs |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Search for Model Objects in Estimating |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Send a Change Order to the Change Events Tool |
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Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
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Send an Estimate to the Budget |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Set the Drawing Scale for Takeoffs |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Show or Hide Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Split Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Upload Documents from a Bid Board Project |
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View 3D Models in Estimating |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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View an Estimate |
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