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 the Portfolio Financials and Capital Planning products in Procore.

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         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

 

 


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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         icon-mindtouch-table-check.png
Create an Approval Workflow Template         icon-mindtouch-table-check.png
Delete an Approval Workflow Template         icon-mindtouch-table-check.png
Edit an Approval Workflow Template         icon-mindtouch-table-check.png
Remove an Approval Workflow Template from a Building         icon-mindtouch-table-check.png
Search for Approval Workflow Templates         icon-mindtouch-table-check.png
View Approval Workflow Templates         icon-mindtouch-table-check.png

 

 


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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   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Member to the Bid Room Team in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Documents for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign an RFI to a Member of the Bid Room Team in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Compare Bids in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Complete Trade Setup Details for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Bid Form for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an RFI in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an RFI in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit the 'Invitation to Bid' Email for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Trade Setup Details for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export RFIs from a Bid Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Freeze or Unfreeze a Bidder in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite Bidders to a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Post an RFI in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Preview a Bid as a Bidder in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Bidder from a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Resend an Invitation to Bid for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Restore a Deleted RFI in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revise a Bid Form for a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Select a Bidder to Award a Contract to in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Message to Bidders from a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up a Contract Room from a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unassign an RFI in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unlock Bids in a Sealed Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Bids in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Messages and Activity in a Bid Room in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 


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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 icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Invoice in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Non-Contract Invoices in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Owner Team Contacts to the Contract Room in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Vendor Team Contacts to the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Adjust Retainage by Line Item in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve or Reject a Change Order in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve or Reject an Invoice in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Contract Room in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Invoice in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Schedule of Values PDF for a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Contract Documents in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an Invoice in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Cost Breakdown for a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Contract in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Team Contact from the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an Invoice to Accounts Payable in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Messages from the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Retainage for a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Undo the Rejection of an Invoice in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unshare a Contract in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Contract Room in Portfolio Financials icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 


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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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Allocation Rules for Components in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Associate an Allocation Rule with an Item in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Component for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Cost Allocations and Components for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Details of an Allocation Rule in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 


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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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Contract to a Cost Item in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Cost Item to the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Revision to a Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Section to the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Holds in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Schedule of Values for a Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Schedule of Values for a Cost Item in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply a Template to the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Break Down an Overall Project Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Cost Items in the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Sections in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Cost Items in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Sections in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Project Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rename a Cost Item in the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Cash Flow Forecast in Portfolio Financials and Capital Planning     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Published Budget History for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Budget for a Project in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 


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Dashboard

 


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Documents

 


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Milestones

 


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Our Team and Vendors

 


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Planning

 


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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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure and Export a Project Cost Report in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Tenant Improvement Allowance for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review Vendors in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unarchive a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Comments and Activity Feed in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 


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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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite a Team Member to a Project in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Bid Room Access for a Project Team Member in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Permissions for Project Team Members in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Team Member from a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Project Team 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

 


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Reporting

 


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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 icon-mindtouch-table-check.png        
Decline an Invitation to Bid for a Portfolio Financials Project icon-mindtouch-table-check.png        
Message the Project Team from the Bid Room for a Portfolio Financials Project icon-mindtouch-table-check.png        
Submit a Bid for a Portfolio Financials Project icon-mindtouch-table-check.png        
Submit a Change Order for a Portfolio Financials Project icon-mindtouch-table-check.png        
Submit an Invoice for a Portfolio Financials Project icon-mindtouch-table-check.png        
Submit an RFI for a Portfolio Financials Project icon-mindtouch-table-check.png        

 

 


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