Skip to main content
Procore

Account and Company Settings - User Permissions (Portfolio Financials)

Account and Company Settings

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials         icon-mindtouch-table-check.png
Create a Project Cost Reporting View in Portfolio Financials         icon-mindtouch-table-check.png
Enable Daily Digest Emails for Portfolio Financials and Capital Planning       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update Your Profile in Portfolio Financials and Capital Planning icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png