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Procore

Permissions

Prime Contract

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

icon_checkmark_gray_h17.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_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Create a Potential Change Order     icon-mindtouch-table-check.png 1 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_checkmark_gray_h17.png icon_checkmark_gray_h17.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_checkmark_gray_h17.png icon_checkmark_gray_h17.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   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 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 if they have been added to the 'Private' drop-down list on the prime contract.

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      

 

 

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