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Procore

Permissions

Prime Contract

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

icon-mindtouch-table-check.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
Add Financial Markup to Prime Contract Change Orders (PCCOs)       icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve a Prime Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Prime Contract       icon-mindtouch-table-check.png
Create a CCO From a PCO       icon-mindtouch-table-check.png
Create a Configurable PDF of an Owner Invoice       icon-mindtouch-table-check.png
Create Change Order Request       icon-mindtouch-table-check.png
Create Payment       icon-mindtouch-table-check.png
Create an Owner Invoice        icon-mindtouch-table-check.png
Create a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Change Order 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Prime Contract Change Order       icon-mindtouch-table-check.png
Create Schedule of Values (SOV) from the Budget       icon-mindtouch-table-check.png
Delete a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a CCO Linked to a PCO       icon-mindtouch-table-check.png
Edit an Owner Invoice's Configurable PDF View       icon-mindtouch-table-check.png
Edit a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Advanced Settings Subtab in Prime Contract       icon-mindtouch-table-check.png
Email an Owner Invoice        icon-mindtouch-table-check.png
Email a Potential Change Order (PCO)       icon-mindtouch-table-check.png
Email Prime Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Prime Contract       icon-mindtouch-table-check.png
Export a Configurable PDF of an Owner Invoice       icon-mindtouch-table-check.png
Export a Prime Contract to DOCX       icon-mindtouch-table-check.png
Export a Prime Contract to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Prime Contract Change Orders     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Prime Contract CSV       icon-mindtouch-table-check.png
Import a ProEst Estimate for the Prime Contract SOV       icon-mindtouch-table-check.png
Remove a Potential Change Order or Change Order Request       icon-mindtouch-table-check.png
Remove a Prime Contract Change Order       icon-mindtouch-table-check.png
Set or Release Retainage For All Line Items For an Owner Invoice       icon-mindtouch-table-check.png
Set Up a Prime Contract       icon-mindtouch-table-check.png
View Prime Contract  2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Prime Contract       icon-mindtouch-table-check.png

1 Users with 'Standard' permission can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Prime Contract.

2 Users with 'Read-Only' and 'Standard' permission can only view a prime contract that is private if they have been added to the 'Private' drop-down list on the prime contract.

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