Skip to main content
Procore

Portfolio Financials and Capital Planning User Permissions Matrix

User Permissions Matrix

 Note
This User Permissions Matrix is specific to the Portfolio Financials and Capital Planning products in Procore. Reach out to your Procore point of contact for more information. 

The following reference page is a comprehensive breakdown of user actions along with the specific user permissions that are required to be able to perform that action in Portfolio Financials.

  • A green checkmark  icon_checkmark_h17.png  indicates that users of this permission level can perform the action.
  • A gray checkmark    indicates that users of this permission level can perform the action if they have access to the item or if they created it themselves. 

Click a topic below to view the associated permissions:


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        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


Back to top

Approval Workflows

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'
Assign an Approval Workflow Template to a Building        
Create an Approval Workflow Template        
Delete an Approval Workflow Template        
Edit an Approval Workflow Template        
Remove an Approval Workflow Template from a Building        
Search for Approval Workflow Templates        
View Approval Workflow Templates        

 

 


Back to top

Bid Room

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'
Add a Bid for a Vendor in Portfolio Financials  
Add a Member to the Bid Room Team in Portfolio Financials  
Add or Manage Documents for a Bid Room in Portfolio Financials  
Assign an RFI to a Member of the Bid Room Team in Portfolio Financials  
Compare Bids in a Bid Room in Portfolio Financials  
Complete Trade Setup Details for a Bid Room in Portfolio Financials  
Create a Bid Form for a Bid Room in Portfolio Financials  
Create a Bid Room in Portfolio Financials  
Delete an RFI in a Bid Room in Portfolio Financials  
Edit an RFI in a Bid Room in Portfolio Financials  
Edit the 'Invitation to Bid' Email for a Bid Room in Portfolio Financials  
Edit Trade Setup Details for a Bid Room in Portfolio Financials  
Export RFIs from a Bid Room in Portfolio Financials
Freeze or Unfreeze a Bidder in a Bid Room in Portfolio Financials  
Invite Bidders to a Bid Room in Portfolio Financials  
Post an RFI in a Bid Room in Portfolio Financials  
Preview a Bid as a Bidder in Portfolio Financials  
Remove a Bidder from a Bid Room in Portfolio Financials  
Resend an Invitation to Bid for a Bid Room in Portfolio Financials  
Restore a Deleted RFI in a Bid Room in Portfolio Financials  
Revise a Bid Form for a Bid Room in Portfolio Financials  
Select a Bidder to Award a Contract to in a Bid Room in Portfolio Financials  
Send a Message to Bidders from a Bid Room in Portfolio Financials  
Set Up a Contract Room from a Bid Room in Portfolio Financials  
Unassign an RFI in a Bid Room in Portfolio Financials  
Unlock Bids in a Sealed Bid Room in Portfolio Financials  
View Bids in a Bid Room in Portfolio Financials  
View Messages and Activity in a Bid Room in Portfolio Financials  

 


Back to top

Contract Room

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'
Add a Change Order in Portfolio Financials
Add an Invoice in Portfolio Financials
Add Non-Contract Invoices in Portfolio Financials    
Add Owner Team Contacts to the Contract Room in Portfolio Financials    
Add Vendor Team Contacts to the Contract Room in Portfolio Financials
Adjust Retainage by Line Item in Portfolio Financials
Approve or Reject a Change Order in Portfolio Financials  
Approve or Reject an Invoice in Portfolio Financials    
Create a Contract Room in Portfolio Financials    
Delete an Invoice in Portfolio Financials  
Download a Schedule of Values PDF for a Contract in Portfolio Financials  
Download Contract Documents in Portfolio Financials  
Edit a Change Order in Portfolio Financials
Edit a Contract in Portfolio Financials  
Edit an Invoice in Portfolio Financials
Enable Cost Breakdown for a Contract in Portfolio Financials  
Export a Contract in Portfolio Financials
Remove a Team Contact from the Contract Room in Portfolio Financials
Send an Invoice to Accounts Payable in Portfolio Financials  
Send Messages from the Contract Room in Portfolio Financials
Set Retainage for a Contract in Portfolio Financials  
Share a Contract in Portfolio Financials  
Undo the Rejection of an Invoice in Portfolio Financials  
Unshare a Contract in Portfolio Financials  
View the Contract Room in Portfolio Financials

 


Back to top

 

Cost Allocations

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'
Add a Component to a Project in Portfolio Financials    
Add Allocation Rules for Components in Portfolio Financials    
Associate an Allocation Rule with an Item in Portfolio Financials    
Edit a Component for a Project in Portfolio Financials    
Enable Cost Allocations and Components for a Project in Portfolio Financials    
View Details of an Allocation Rule in Portfolio Financials    

 


Back to top

 

Cost Tracker

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'
Add a Budget to a Project in Portfolio Financials    
Add a Contract to a Cost Item in Portfolio Financials    
Add a Cost Item to the Cost Tracker in Portfolio Financials  
Add a Revision to a Budget in Portfolio Financials    
Add a Section to the Cost Tracker in Portfolio Financials    
Add or Manage Holds in the Cost Tracker in Portfolio Financials    
Add or Manage Schedule of Values for a Budget in Portfolio Financials    
Add or Manage Schedule of Values for a Cost Item in the Cost Tracker in Portfolio Financials    
Apply a Template to the Cost Tracker in Portfolio Financials    
Break Down an Overall Project Budget in Portfolio Financials    
Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning    
Delete Cost Items in the Cost Tracker in Portfolio Financials  
Delete Sections in the Cost Tracker in Portfolio Financials    
Edit Cost Items in the Cost Tracker in Portfolio Financials    
Edit Sections in the Cost Tracker in Portfolio Financials    
Export a Project Budget in Portfolio Financials    
Export the Cost Tracker in Portfolio Financials    
Rename a Cost Item in the Cost Tracker in Portfolio Financials  
Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning    
View a Cash Flow Forecast in Portfolio Financials and Capital Planning    
View Published Budget History for a Project in Portfolio Financials    
View the Budget for a Project in Portfolio Financials  
View the Cost Tracker in Portfolio Financials  

 


Back to top

 

Our Team and Vendors

 


Back to top

 

Project Page

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'
Close Out a Project in Portfolio Financials    
Configure and Export a Project Cost Report in Portfolio Financials    
Edit a Project in Portfolio Financials    
Enable Tenant Improvement Allowance for a Project in Portfolio Financials    
Review Vendors in Portfolio Financials    
Unarchive a Project in Portfolio Financials    
View the Comments and Activity Feed in Portfolio Financials    

 


Back to top

 

Project Team

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'
Change the Project Manager for a Project in Portfolio Financials    
Invite a Team Member to a Project in Portfolio Financials  
Manage Bid Room Access for a Project Team Member in Portfolio Financials  
Manage Permissions for Project Team Members in Portfolio Financials    
Remove a Team Member from a Project in Portfolio Financials    
View the Project Team

 


Back to top

Vendor Actions

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'
Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project        
Decline an Invitation to Bid for a Portfolio Financials Project        
Message the Project Team from the Bid Room for a Portfolio Financials Project        
Submit a Bid for a Portfolio Financials Project        
Submit a Change Order for a Portfolio Financials Project        
Submit an Invoice for a Portfolio Financials Project        
Submit an RFI for a Portfolio Financials Project        

 

 


Back to top