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Procore

Prime Contracts - User 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 one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Financial Markup to Prime Contract Change Orders       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 Change Order Request       icon-mindtouch-table-check.png
Create Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Create Owner Invoices        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 for a Prime Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a 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 Commitment Change Order Linked to a Potential Change Order for a Prime Contract       icon-mindtouch-table-check.png
Edit a Prime Contract 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Prime Contract       icon-mindtouch-table-check.png
Email Owner Invoices        icon-mindtouch-table-check.png
Email a Potential Change Order for a Prime Contract       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 Owner Invoices       icon-mindtouch-table-check.png
Export a Prime Contract 3   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 icon-mindtouch-table-check.png
Import a Prime Contract CSV       icon-mindtouch-table-check.png
Remove a Change Order from a Prime Contract       icon-mindtouch-table-check.png
Delete a Prime Contract Change Order       icon-mindtouch-table-check.png
Search for and Add Filters to Prime Contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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' level permissions 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' level permissions can only view a prime contract that is private if they have been added to the 'Private' drop-down list on the prime contract.

3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.