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Procore

User Permissions Matrix - Web

The following reference page is a comprehensive breakdown of all user actions and the specific user permissions (Read Only, Standard, and/or Admin) that are required to be able to perform that action. Since certain tools are available at both the Company and Project levels, be sure to select the appropriate navigational hyperlink below.


Company Level

Admin (Company Level)

Learn which user permissions are required to take the described actions in this tool.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Action None Read Only Standard Admin Notes
Add a Budget View for Real-Time Labor Costing       icon-mindtouch-table-check.png  
Add a Custom Department       icon-mindtouch-table-check.png  
Add a Custom Owner Type       icon-mindtouch-table-check.png  
Add a Custom Program       icon-mindtouch-table-check.png  
Add a Custom Project Region       icon-mindtouch-table-check.png  
Add a Custom Project Role       icon-mindtouch-table-check.png  
Add a Custom Project Stage       icon-mindtouch-table-check.png  
Add a Custom Project Type       icon-mindtouch-table-check.png  
Add a Custom Trade       icon-mindtouch-table-check.png  
Add a Project Type       icon-mindtouch-table-check.png  
Add a Template Correspondence Type       icon-mindtouch-table-check.png  
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png  
Add an Office       icon-mindtouch-table-check.png  
Add Company Cost Codes       icon-mindtouch-table-check.png  
Add Company Cost Types       icon-mindtouch-table-check.png  
Add Company Level Observation Types       icon-mindtouch-table-check.png  
Add Custom Segments       icon-mindtouch-table-check.png  
Add Employer Identification Number       icon-mindtouch-table-check.png  
Add Multiple Office Locations       icon-mindtouch-table-check.png  
Add New Project Dates       icon-mindtouch-table-check.png  
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Add Segment Items       icon-mindtouch-table-check.png  
Add Task Categories       icon-mindtouch-table-check.png  
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png  
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png  
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png  
Configure Company Webhooks       icon-mindtouch-table-check.png  
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png  
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png  
Create a Meeting Template       icon-mindtouch-table-check.png  
Create Custom Portfolio Reports       icon-mindtouch-table-check.png  
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png  
Create Custom Submittal Types       icon-mindtouch-table-check.png  
Create a New Expense Allocation       icon-mindtouch-table-check.png  
Create New Configurable Fieldsets       icon-mindtouch-table-check.png  
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png  
Deactivate Segment Items       icon-mindtouch-table-check.png  
Delete a Budget View       icon-mindtouch-table-check.png  
Delete a Custom Trade       icon-mindtouch-table-check.png  
Delete a Meeting Template       icon-mindtouch-table-check.png  
Delete a Program       icon-mindtouch-table-check.png  
Delete Company Office Locations       icon-mindtouch-table-check.png  
Delete Custom Segments       icon-mindtouch-table-check.png  
Delete Observation Types       icon-mindtouch-table-check.png  
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png  
Edit a Meeting Template       icon-mindtouch-table-check.png  
Edit an Existing Budget View        icon-mindtouch-table-check.png  
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png  
Edit Company Name       icon-mindtouch-table-check.png  
Edit Company Office Locations       icon-mindtouch-table-check.png  
Edit Configurable Fieldsets       icon-mindtouch-table-check.png  
Edit Custom Segment Settings       icon-mindtouch-table-check.png  
Edit Observation Types       icon-mindtouch-table-check.png  
Edit Program Information       icon-mindtouch-table-check.png  
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Edit Segment Items       icon-mindtouch-table-check.png  
Enable Avatars       icon-mindtouch-table-check.png  
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png  
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png  
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png  
Enable Sub Jobs for WBS       icon-mindtouch-table-check.png  
Enable Terms and Conditions       icon-mindtouch-table-check.png  
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png  
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png  
Export Segments to CSV       icon-mindtouch-table-check.png  
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png  
Manage Apps       icon-mindtouch-table-check.png  
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png  
Reactivate Segment Items       icon-mindtouch-table-check.png  
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png  
Set up a New Budget View        icon-mindtouch-table-check.png  
Set Up the Procore Labor Productivity Cost Budget View        icon-mindtouch-table-check.png  
Set Default Change Order Configuration       icon-mindtouch-table-check.png  
Set Time Zone       icon-mindtouch-table-check.png  
Track Important Project Dates       icon-mindtouch-table-check.png  
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png  
Upload a Company Logo       icon-mindtouch-table-check.png  
View Account Information       icon-mindtouch-table-check.png  
View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png  

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Bid Board

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Show/Hide Permissions  

 Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the company's Bid Board tool?

Action

None Read Only Standard Admin Notes

Add a Bid Board Project to the Portfolio Tool

 Web

      icon-mindtouch-table-check.png Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects.

Add a Change Order for an Estimate

 Web

      icon-mindtouch-table-check.png  

Add an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Add and Manage Internal Notes in a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

  • Can Manage Notes and Tasks
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Add and Manage Tasks in a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

  • Can Manage Notes and Tasks
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Add Items to a Cost Catalog from Estimating

 Web

      icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Apply a Template in the Bid Board Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Assign a Budget Code from an Estimate

 Web

      icon-mindtouch-table-check.png  

Configure Bid Board Tool Settings

 Web

      icon-mindtouch-table-check.png Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool.

Copy a Group to Another Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Copy or Move a Group to Another Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Copy a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy a Takeoff Layer

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Project in the Bid Board

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png  

Delete a Project on the Bid Board

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Documents from a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

  • Can Manage Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Delete Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Download Documents from a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Edit a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

  • Can Edit Project Details
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Bid Proposal with the Proposal Builder

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Edit Project Stages on the Bid Board

 Web

      icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export a Bid Proposal

 Web

 

icon-mindtouch-table-check.png

  • Can Export Estimate and Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export an Estimate

 Web

 

icon-mindtouch-table-check.png

  • Can Export Estimate and Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export the Bid Board List View

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate Bid Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Manage Bids from the Bid Board

 Web

      icon-mindtouch-table-check.png  

Merge Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Move a Group of Takeoff Layers to a New Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Move a Group of Takeoff Layers to a New Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Rename a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Respond to a Bid from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Run Automated Area Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Search for and Filter Projects on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Set a Bid Board Project as a Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Drawing Scale for Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Show or Hide Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Split Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Submit a Bid Proposal

 Web

      icon-mindtouch-table-check.png  

Upload Documents to a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

View Any Bid Board Project

 Web

 

icon-mindtouch-table-check.png

  • Can Access Projects for all Users

icon-mindtouch-table-check.png

  • Can Access Projects for all Users
icon-mindtouch-table-check.png
 

View Bid Board Projects as the Assigned 'Estimator'

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Free Procore Accounts

Limited Release
Free Procore accounts are currently only available in the United States and Canada.

Show/Hide Permissions  

 Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

How do permissions work for free Procore accounts? 

Action None Member Team Administrator System Administrator Notes

Add an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Apply a Template in the Bid Board Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Project in the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Project on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Project Stages on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export a Bid Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export the Bid Board List View

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate Bid Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Manage Bids from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Move a Takeoff Layer to a New Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to a Bid from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set a Bid Board Project as a Template

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Drawing Scale for Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Show or Hide Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Submit a Bid Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also must be designated as a Bid Contact.

Upload Documents to a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Bid Board Projects

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

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Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action.
Note: The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.

Task None Read Only Standard Admin
Create a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Edit or Delete a Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Follow or Unfollow a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Go to an Item in Procore from the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Hide a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Manage a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Manage In-App Notifications for the Conversations Tool    icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Mention a User in a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Direct Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Group Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Message Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View a Conversation Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View Messages in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2


1  The permission required for creating and managing a group depends on the 'Group Conversations Permissions' setting in the Company level Admin tool of the Procore account. See Configure Access and Settings for the Conversations Tool.

  • If 'Administrators' is selected, 'Admin' level permissions to the Project or Company level Directory tool.
  • If 'Internal Employees' is selected, users who are marked as internal employees. See How do I add someone as an employee of my company?
  • If 'Everyone' is selected, any user in the Company Directory.

2  This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:

  • Direct Messages:
    • If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
    • If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
    • Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
      Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
  • Group Conversations:
    • Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
    • Messages within a group conversation can only be seen by members of that group. 
  • Item Conversations:
    • Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
  • All conversations:
    • Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
    • Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).
    • Users can only hide a conversation from their own view.

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Cost Catalog

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Activate or Deactivate Cost Catalog Items

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Category to the Cost Catalog

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a New Catalog to the Cost Catalog

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Items to a Cost Catalog

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy Cost Catalog Items

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Assemblies for a Cost Catalog

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Cost Catalog Items

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Cost Catalog Items

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export Cost Catalog Items

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import Material Catalog Items

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Move Cost Catalog Items

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search for and Filter Items in the Cost Catalog

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Cost Catalog

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

 

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Directory (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Company level Directory tool?

 Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.
Action None Read Only Standard Admin Notes

Accept or Deny a User's Request to Join Your Company

 Web

      icon-mindtouch-table-check.png  

Add a Company to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Add a Distribution Group to the Company Directory

 Web

      icon-mindtouch-table-check.png  

Add a User Account to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Add an Existing User to Projects in Your Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions can only add other users to projects that they have already been added to.

Add Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Allow Users to Create New Projects

 Web

      icon-mindtouch-table-check.png  

Assign a Company Permission Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only assign users to assignable company permissions templates
  • Can only assign users to projects that they are a part of.
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Assign a Default Project Permissions Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only assign users to assignable default project permissions templates

Assign a Project Permissions Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.
  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 

Change a User's Permissions to Company Tools in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates

Change a User's Project Permissions Template in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Configure Advanced Settings: Company Directory

 Web

      icon-mindtouch-table-check.png  

Customize the Column Display in the Directory Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Deactivate a Company in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Delete a Distribution Group from the Company Directory

 Web

      icon-mindtouch-table-check.png  

Designate an Insurance Manager for Your Procore Company

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Download a vCard for a User Account in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download a Company or User Import Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Edit a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Edit a Distribution Group in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Edit a User Account in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Export the Company Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Inactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Inactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Inactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Inactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Invite a Batch of Procore Users to Join a Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Invite or Re-invite a User to Procore

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Merge Companies

 Web

      icon-mindtouch-table-check.png  

Reactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Reactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Reactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Reactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Reactivate a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Refresh Bid Contacts for Connected Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Remove an Existing User from Projects in Your Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only remove other users from projects that they are a part of.

Remove Company Insurance

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to a 'Welcome to Procore' Email

 Web

icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Company or User Import Template to Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Procore Company to ERP Integrations for Accounting Acceptance

 Web

      icon-mindtouch-table-check.png  

Set Bidder Information at the Company Level

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Switch Between Views in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Update Expiring Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

View Company Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail
icon-mindtouch-table-check.png  

View Merge Company History

 Web

      icon-mindtouch-table-check.png  

View User Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail
icon-mindtouch-table-check.png  

 

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Documents (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add or Edit a File Description in the Company Level Documents Tool

 Web

      icon-mindtouch-table-check.png  

Change Privacy Settings on a Folder or File in the Company Level Documents Tool 

 Web     iOS

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Check In Files you Checked Out of the Company Level Documents Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Check Out a File in the Company Level Documents Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Company Documents

 Web

      icon-mindtouch-table-check.png  

Create a New Folder in the Company Level Documents Tool

 Web     iOS

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Files and Folders in the Company Level Documents Tool

 Web     iOS

      icon-mindtouch-table-check.png  

Download a Previous Version of a File in the Company Level Documents Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Files from the Company Level Documents Tool

 Web     iOS

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Folders from the Company Level Documents Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Drag and Drop Files into Procore's Company Documents Tool

 iOS

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Email Files from the Company Level Documents Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Email Folders from the Company Level Documents Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Export Information from the Company Level Documents Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Manage File and Folder Tracking in the Company Level Documents Tool

 Web

      icon-mindtouch-table-check.png  

Manage Permissions for Company Level Documents

 Web

      icon-mindtouch-table-check.png  

Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Print a File or Folder

 iOS

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a File in the Company Level Documents Tool

 Web     iOS

      icon-mindtouch-table-check.png  

Rename a Folder in the Company Level Documents Tool

 Web     iOS

      icon-mindtouch-table-check.png  

Reset a Checked Out File

 Web

      icon-mindtouch-table-check.png  

Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search for and Filter Company Level Documents

 Web     iOS

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Search results will only display files and folders the user has access to.
  • The files can be viewed or edited offline provided that the file was previously viewed and cached on your mobile device.

Upload a New Version of a File in the Company Level Documents Tool

 Web     iOS

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished.

Upload Files to the Company Level Documents Tool

 Web     iOS

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload Folders to the Company Level Documents Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Previous Version of a File in the Company Level Documents Tool

 Web     iOS

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View 'Private' Documents in the Company Level Documents Tool

 Web     iOS

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document.

View Documents in the Company Level Documents Tool

 Web     iOS

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to.

 

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ERP Integrations

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. 

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration

Action None Read Only Standard Admin Notes

Accept or Reject Cost Codes for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Owner Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Budget for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a CCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Commitment for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Company for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a PCCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Project for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Sub Job for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Add a Procore Project to your ERP System

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Company to the Procore Company Directory

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Job to Procore

 Web

      icon-mindtouch-table-check.png  

Archive an ERP Company in Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Assign Default Cost Types To ERP Standard Cost Codes

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: ERP Integrations

 Web

      icon-mindtouch-table-check.png  

Configure the Sync Schedule for your ERP Integration

 Web

      icon-mindtouch-table-check.png  

Enable or Disable ERP Direct Exports

 Web

      icon-mindtouch-table-check.png  

Import a Budget from ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import a Prime Contract from an Integrated ERP System into Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import an ERP Sub Job to a Procore Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Link ERP Companies to Procore Companies

 Web

      icon-mindtouch-table-check.png  

Refresh the Companies List for ERP

 Web

      icon-mindtouch-table-check.png  

Refresh the Cost Codes on an ERP Integrated Project

 Web

      icon-mindtouch-table-check.png  

Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Sync Paid Invoice Notifications from ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Unlink CCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Commitments Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Owner Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink PCCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Subcontractor Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink a Company Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a List of Synced Sub Jobs

 Web

   

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

      icon-mindtouch-table-check.png  

View an ERP Job Costs Report

 Web

     

icon-mindtouch-table-check.png

  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. 

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

 

 

Inspections (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add Custom Response Sets to a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Clone a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Company Level Inspections

 Web

      icon-mindtouch-table-check.png  

Create a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Delete a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Delete an Inspection Type

 Web

      icon-mindtouch-table-check.png  

Edit a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspection Templates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of an Inspection Template

 Web

      icon-mindtouch-table-check.png  

 

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Permissions

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

Task None Read Only Standard Admin
Assign Company Permissions Templates in the Permissions Tool       icon-mindtouch-table-check.png 1
Assign Default Project Permissions Templates in the Permissions Tool       icon-mindtouch-table-check.png 2, 3
Create a Company Permissions Template       icon-mindtouch-table-check.png
Create a Project Permissions Template       icon-mindtouch-table-check.png 4
Delete a Company Permissions Template       icon-mindtouch-table-check.png
Delete a Project Permissions Template       icon-mindtouch-table-check.png
Duplicate a Project Permissions Template       icon-mindtouch-table-check.png
Edit a Company Permissions Template       icon-mindtouch-table-check.png
Edit a Project Permissions Template       icon-mindtouch-table-check.png
Export Company Permissions Templates       icon-mindtouch-table-check.png
Export Project Permissions Template Assignments       icon-mindtouch-table-check.png
Export Project Permissions Templates       icon-mindtouch-table-check.png
Grant Granular Permissions in a Company Permissions Template       icon-mindtouch-table-check.png
Grant Granular Permissions in a Project Permissions Template       icon-mindtouch-table-check.png
Manage Company Permissions Templates       icon-mindtouch-table-check.png
Manage Project Permissions Templates       icon-mindtouch-table-check.png
Rename a Company Permissions Template       icon-mindtouch-table-check.png
Rename a Project Permissions Template       icon-mindtouch-table-check.png
Search for and Filter Users in the Permissions Tool       icon-mindtouch-table-check.png

1 Users with the appropriate permissions can assign company permissions templates to users in the Company level Directory tool when creating or editing a user account. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

2 Users with the appropriate permissions on the Company level Directory tool can assign a default project permissions template to a user when creating or editing the user's Directory record. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

3 Users with the appropriate permissions on the Company level Directory or Project level Directory tools can change a user's project permissions template on a specific project when adding the user to a project or editing the user's Directory records. See Add a User Account to the Project DirectoryEdit a User Account in the Company Directory, and Edit a User Account in the Project Directory.

4 Users with the appropriate permissions can create project specific permission templates in the Project level Directory tool. See Create a Project Specific Permissions Template from the Project Directory.

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Planroom

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

Task None Read Only Standard Admin
Check the Status of your Bid  icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Planroom icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Bid Documents icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Bid icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-Bid Question  icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Bid icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a bid package you have been invited to icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Bidders must be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.

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Portfolio

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

Task None Read Only Standard Admin
Add Favorites to the Company Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Filters to the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Project Notes       icon-mindtouch-table-check.png
Apply a Project Template to a New Project       icon-mindtouch-table-check.png 1
Change Your Password   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure a Project Template       icon-mindtouch-table-check.png
Configure Advanced Settings: Portfolio       icon-mindtouch-table-check.png
Create a New Project   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Export a List of Projects from the Company Portfolio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Your 'My Open Items' List for a Company Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revoke Access for Connected Apps   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search the Company Portfolio for Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Dashboard View Permissions       icon-mindtouch-table-check.png
Set Up and Manage Your Favorites   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set User Permissions for the Portfolio Tool       icon-mindtouch-table-check.png
Show Projects on Google Maps from the Portfolio Tool    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Financial Project Views       icon-mindtouch-table-check.png
Switch Between the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload Your Avatar or Profile Photo to Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Inactive Projects   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View My Open Items in the Portfolio Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Health Dashboard in the Portfolio Tool       icon-mindtouch-table-check.png

1 This task requires 'Admin' level permissions on the Company level Directory tool, or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

2 This task requires 'Admin' level permissions on the Company level Directory tool OR 'Admin' level permissions on the Project level Admin tool for the project template. See Add an Existing User to Projects in Your Company's Procore Account.

3 Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

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Prequalification Portal

The following table highlights which user permissions are required to perform the described user action.
Note: Users will only have access to prequalification forms that they have been invited to collaborate on.

Task None Read Only Standard Admin
Edit a Prequalification Form via the Prequalification Portal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Prequalification Change Request   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

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Prequalifications

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

Task None Read Only Standard Admin
Add a Comment on a Prequalification Form     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Assign a Prequalification Primary Contact       icon-mindtouch-table-check.png
Bulk Invite Companies to Prequalify          icon-mindtouch-table-check.png2
Configure Advanced Settings: Prequalifications       icon-mindtouch-table-check.png
Create a Change Request for a Prequalification Form       icon-mindtouch-table-check.png
Customize the Column Display in the Prequalification Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Comment on a Prequalification Form       icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Edit the Prequalification Form        icon-mindtouch-table-check.png
Filter Prequalification Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite a Company to Prequalify          icon-mindtouch-table-check.png2
Preview the Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review a Submitted Prequalification Form       icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Set the Status on a Prequalification Form        icon-mindtouch-table-check.png
View a Comment on a Prequalification Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Company's Prequalification Information     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Prequalification Form        icon-mindtouch-table-check.png
View the Prequalification Company List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

'Standard' level users can view all categories response data except for Financials.

'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.

'Standard' level users can perform functions on items they have created.

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Programs

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

Task None Read Only Standard Admin
Add Programs       icon-mindtouch-table-check.png*
Add a Project to a Program       icon-mindtouch-table-check.png*
Assign a Project to a Different Program       icon-mindtouch-table-check.png*
Delete a Program       icon-mindtouch-table-check.png*
Edit Program Information       icon-mindtouch-table-check.png*
Remove a Project from a Program       icon-mindtouch-table-check.png*
View Programs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

* These actions require the displayed permissions on either the Company or Project level Admin tool.

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Reports (Company Level)

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

Task None Read Only Standard Admin
Add a Visual to a Custom Company Report1,2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Aggregate Data in a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Snapshot of a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company Level Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Custom Company Report3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Company Report1       icon-mindtouch-table-check.png
Share a Dashboard6       icon-mindtouch-table-check.png
View a Report2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

This task can only be completed by the creator of a report's visuals.

5 The Company Level Open Submittals Report must be enabled on the backend by Procore.

This task can only be completed by the dashboard's creator.

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Schedule (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Configure Advanced Settings: Company Level Schedule

 Web

   

 

check-green2.png  

Search Project Schedules

 Web

 

  check-green2.png check-green2.png check-green2.png  

 

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Timecard

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a My Time Entry

 iOS     Android

 

  check-green2.png check-green2.png This action can be performed offline. Tasks performed in offline will be synced with Procore once a network connection has been reestablished.

Clock Your Time

 iOS     Android

    check-green2.png check-green2.png  

Configure Advanced Settings: Timecard

 Web

      icon-mindtouch-table-check.png  

Configure Your Company For The Timecard

 Web

      icon-mindtouch-table-check.png  
Create  a Timecard for Anyone

 Web

      icon-mindtouch-table-check.png  
Create a Timecard for Yourself

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a My Time Entry

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Edit Any Timecard

 Web

      icon-mindtouch-table-check.png  
Edit Your Timecard

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Export a Timecards Report

 Web

      icon-mindtouch-table-check.png  

Delete Any Timecard 

 Web

      icon-mindtouch-table-check.png  

Delete Your Timecard 

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter My Time Entries

 iOS     Android

    check-green2.png check-green2.png This action can be performed offline provided that the information was previously viewed and cached on your mobile device.

Sign a Timesheet

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action is performed in the Timesheets tool.

Sign Timesheets for All Projects

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action is performed in the Timesheets tool.
View the Change History of a Timecard

 Web

      icon-mindtouch-table-check.png  
           
View Any Timecard 

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
View Your Timecard 

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View My Time Entries

 iOS     Android

  check-green2.png check-green2.png check-green2.png

 

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Timesheets (Company Level)

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

To see employees across all projects the following must be true:

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 

Action None Read Only Standard Admin Notes

Configure Advanced Settings: Company Level Timesheets

 Web

       icon-mindtouch-table-check.png  

Configure the Company Timesheets Payroll Settings

 Web

       icon-mindtouch-table-check.png  

Customize the Column Display in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Timecard Entry in the Company Level Timesheets Tool You Created

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any Timecard Entry in the Company Level Timesheets Tool

 Web

       icon-mindtouch-table-check.png  

Duplicate Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Edit a Timecard Entry in the Company Level Timesheets Tool You Created

 Web

      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  

Edit Any Timecard Entry in the Company Level Timesheets Tool

 Web

        icon-mindtouch-table-check.png  

Edit Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Export Timecard Entries from Procore to Import into QuickBooks® Desktop

 Web

       icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

Export Timesheet Data from Procore into Sage 300 CRE®

 Web

      icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on Sage 300 CRE® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + Sage 300 CRE® Connector

Export Your Company's Timecard Entries to CSV

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import Procore Time Entries into QuickBooks® Desktop

 Web

      icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

Mark a Timecard Entry as Completed in the Company Level Timesheets Tool

 Web

       icon-mindtouch-table-check-gp.png

Additional permissions are required to complete this action:

  • 'Read Only' level or higher permissions at the project's Timesheets tool.
  • You must be added to the project.

Perform Bulk Approval Actions in the Company Level Timesheets Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Reallocate Timecard Entry Hours for an Employee

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter Time Entries in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Rounding Rule for Your Company Timesheets

 Web

      icon-mindtouch-table-check.png  

Transfer Procore Timecard Entries to QuickBooks® Desktop

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

View a Timecard Entry in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If the Private timecard setting is enabled, users with 'Read Only' or 'Standard' level permissions can only see timecards they are assigned to or they created.
  • Users who are 'Admins' on a project's Timesheets tool can see all timecards created in their projects.

 

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Workforce Planning

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level set in the company's Permissions tool.

icon-mindtouch-table-check.png Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Workforce Planning tool.

See What granular permissions are available for the company's Workforce Planning tool?

 Important
  • In Workforce Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool. 
    • There are four standard permissions templates in Workforce Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
    • The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Workforce Planning tool.
  • This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
 
Action None Read Only Standard Admin Notes

Add Attachments for People in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit People Attachments

icon-mindtouch-table-check.png

  • Edit People Attachments

icon-mindtouch-table-check.png

  • Edit People Attachments
 

Add Attachments for Projects in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit Project Attachments

icon-mindtouch-table-check.png

  • Edit Project Attachments

icon-mindtouch-table-check.png

  • Edit Project Attachments
 

Add People to Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Create People

icon-mindtouch-table-check.png

  • Create People

icon-mindtouch-table-check.png

  • Create People
 

Add or Edit Custom Fields for People in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit People Details

icon-mindtouch-table-check.png

  • Edit People Details

icon-mindtouch-table-check.png

  • Edit People Details
 

Add or Edit Custom Fields for Projects in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit Project Details

icon-mindtouch-table-check.png

  • Edit Project Details

icon-mindtouch-table-check.png

  • Edit Project Details
 

Add or Edit Sensitive Custom Fields for People in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit People Details
    AND
  • Edit People Sensitive Fields

icon-mindtouch-table-check.png

  • Edit People Details
    AND
  • Edit People Sensitive Fields

icon-mindtouch-table-check.png

  • Edit People Details
    AND
  • Edit People Sensitive Fields
 

Add or Edit Sensitive Custom Fields for Projects in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit Project Details
    AND
  • Edit Project Sensitive Fields

icon-mindtouch-table-check.png

  • Edit Project Details
    AND
  • Edit Project Sensitive Fields

icon-mindtouch-table-check.png

  • Edit Project Details
    AND
  • Edit Project Sensitive Fields
 

Add or Edit Custom Fields for a Workforce Assignment

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit/Delete Assignments

icon-mindtouch-table-check.png

  • Create/Edit/Delete Assignments

icon-mindtouch-table-check.png

  • Create/Edit/Delete Assignments
To send assignment alerts to assignees when making assignments, users also need the  'Create/Edit/Delete Alerts' granular permission.

Add or Edit Custom Fields for Any Workforce Request

 Web

 

icon-mindtouch-table-check.png

  • Edit/Delete Others Requests

icon-mindtouch-table-check.png

  • Edit/Delete Others Requests

icon-mindtouch-table-check.png

  • Edit/Delete Others Requests
 

Add or Edit Custom Fields for Workforce Requests You Created

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit/Delete Own Requests
     

icon-mindtouch-table-check.png

  • Create/Edit/Delete Own Requests
     

icon-mindtouch-table-check.png

  • Create/Edit/Delete Own Requests
     
 

Add or Edit Tags for People

 Web

 

icon-mindtouch-table-check.png

  • Edit People Tags

icon-mindtouch-table-check.png

  • Edit People Tags

icon-mindtouch-table-check.png

  • Edit People Tags
 

Add or Edit Tags for Projects in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit Project Tags

icon-mindtouch-table-check.png

  • Edit Project Tags

icon-mindtouch-table-check.png

  • Edit Project Tags
 

Add Wage Overrides in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit Project Wage Overrides

icon-mindtouch-table-check.png

  • Edit Project Wage Overrides

icon-mindtouch-table-check.png

  • Edit Project Wage Overrides
 

Assign Project Roles for Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit Project Roles

icon-mindtouch-table-check.png

  • Edit Project Roles

icon-mindtouch-table-check.png

  • Edit Project Roles
 

Assign or Edit a User's Notification Profile in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Edit People Details

icon-mindtouch-table-check.png

  • Edit People Details

icon-mindtouch-table-check.png

  • Edit People Details
 

Bulk Delete People in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Delete People

icon-mindtouch-table-check.png

  • Delete People

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  • Delete People
 

Bulk Delete Projects in Workforce Planning

 Web

 

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  • Delete Projects

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  • Delete Projects

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  • Delete Projects
 

Bulk Delete Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Bulk Delete Workforce Assignments

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Bulk Delete Any Workforce Requests

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

icon-mindtouch-table-check.png

  • Edit/Delete Others Requests
 

Bulk Delete Workforce Requests You Created

 Web

 

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     
 

Bulk Edit People in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

icon-mindtouch-table-check.png

  • Edit People Details
 

Bulk Edit Projects in Workforce Planning

 Web

 

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  • Edit Project Details

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  • Edit Project Details

icon-mindtouch-table-check.png

  • Edit Project Details
 

Bulk Edit Workforce Assignments

 Web

 

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  • Create/Edit/Delete Assignments

icon-mindtouch-table-check.png

  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Bulk Edit Any Workforce Request

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests
 

Bulk Edit Workforce Requests You Created

 Web
 

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     
 

Change a Person's User Type in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Change a User's Permission Template in Workforce Planning

 Web

 

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  • Edit People Permissions and Type

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  • Edit People Permissions and Type

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  • Edit People Permissions and Type
 

Configure Assignment and Request Statuses for Workforce Planning

 Web

 

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  • Edit Status Settings

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  • Edit Status Settings

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  • Edit Status Settings
 

Configure Company Details in Workforce Planning

 Web

 

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  • Edit Company Settings

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  • Edit Company Settings

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  • Edit Company Settings
 

Configure Costing in Workforce Planning

 Web

 

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  • Edit Costing Settings

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  • Edit Costing Settings

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  • Edit Costing Settings
 

Configure Custom Fields for Workforce Planning

 Web

 

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  • Edit Custom Field Settings

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  • Edit Custom Field Settings

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  • Edit Custom Field Settings
 

Configure Default Assignment Alerts for Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Configure Groups for Workforce Planning

 Web

 

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  • Edit Group Settings

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  • Edit Group Settings

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  • Edit Group Settings
 

Configure Integration Settings for Workforce Planning

 Web

 

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Users must be assigned the 'Admin' permissions template in Workforce Planning.

Configure Job Titles for Workforce Planning

 Web

 

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  • Edit Job Title Settings

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  • Edit Job Title Settings

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  • Edit Job Title Settings
 

Configure Notification Profiles for Workforce Planning

 Web

 

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  • Edit Notifications Settings

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  • Edit Notifications Settings

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  • Edit Notifications Settings
 

Configure QR Codes for Workforce Planning

 Web

 

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  • Edit QR Code Settings

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  • Edit QR Code Settings

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  • Edit QR Code Settings
 

Configure Sensitive Fields for Workforce Planning

 Web

 

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  • Edit Permission Settings

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  • Edit Permission Settings

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  • Edit Permission Settings
 

Configure Tags for Workforce Planning

 Web

 

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  • Edit People Tags

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  • Edit People Tags

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  • Edit People Tags
 

Create Custom Assignment Alerts for Projects

 Web

 

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  • Edit Project Custom Alert

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  • Edit Project Custom Alert

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  • Edit Project Custom Alert
 

Create Notes About People in Workforce Planning

 Web

 

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  • Edit People Notes

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  • Edit People Notes

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  • Edit People Notes
 

Create Notes About Projects in Workforce Planning

 Web

 

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  • Edit Project Notes

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  • Edit Project Notes

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  • Edit Project Notes
 

Create Permissions Templates for Workforce Planning

 Web

 

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  • Edit Permissions Settings

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  • Edit Permissions Settings

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  • Edit Permissions Settings
 

Create Project Categories for Workforce Planning

 Web

 

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  • Edit Project Categories

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  • Edit Project Categories

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  • Edit Project Categories
 

Create Projects in Workforce Planning

 Web

 

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  • Create Projects

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  • Create Projects

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  • Create Projects
 

Create QR Codes for People

 Web

 

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  • Edit QR Code Settings

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  • Edit QR Code Settings

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  • Edit QR Code Settings
 

Create QR Codes for Projects in Workforce Planning

 Web

 

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  • Edit QR Code Settings

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  • Edit QR Code Settings

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  • Edit QR Code Settings
 

Create Saved Reports in Workforce Planning

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Create Saved Views for Assignments in Workforce Planning

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Create Saved Views for the People List in Workforce Planning

 Web

 

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  • View People

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  • View People

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  • View People
 

Create Saved Views for Requests in Workforce Planning

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

Create Saved Views for Time Off in Workforce Planning

 Web

 

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  • View Time Off

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  • View Time Off

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  • View Time Off
 

Create Saved Views for the Totals Dashboard in Workforce Planning

 Web

 

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  • Access to Totals Page

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  • Access to Totals Page

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  • Access to Totals Page
 

Create Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Create Workforce Assignments Using Rapid Assign

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Create a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Create a Workforce Request

 Web

 

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  • Create/Edit/Delete Own Requests

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  • Create/Edit/Delete Own Requests

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  • Create/Edit/Delete Own Requests
 

Delete Messages for Workforce Planning

 Web

 

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Delete Scheduled Assignment Alerts for Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Delete Permissions Templates

 Web

 

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  • Edit Permissions Settings

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  • Edit Permissions Settings

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  • Edit Permissions Settings
 

Delete Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Delete a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

icon-mindtouch-table-check.png

  • Create/Edit/Delete Assignments
 

Delete Any Workforce Request

 Web

 

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  • Create/Edit/Delete Others Requests

icon-mindtouch-table-check.png

  • Create/Edit/Delete Others Requests

icon-mindtouch-table-check.png

  • Create/Edit/Delete Others Requests
 

Delete a Workforce Request You Created

 Web

 

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  • Create/Edit/Delete Own Requests

icon-mindtouch-table-check.png

  • Create/Edit/Delete Own Requests

icon-mindtouch-table-check.png

  • Create/Edit/Delete Own Requests
 

Delete People in Workforce Planning

 Web

 

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  • Delete People​​​​​​

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  • Delete People

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  • Delete People
 

Delete a Project in Workforce Planning

 Web

 

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  • Delete Projects

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  • Delete Projects

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  • Delete Projects
 

Download the Time Off List

 Web

 

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  • View People Time Off

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  • View People Time Off

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  • View People Time Off
 

Edit Assignment Alerts for Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Edit Attachments for People in Workforce Planning

 Web

 

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  • Edit People Attachments

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  • Edit People Attachments

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  • Edit People Attachments
 

Edit Attachments for Projects in Workforce Planning

 Web

 

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  • Edit Project Attachments

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  • Edit Project Attachments

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  • Edit Project Attachments
 

Edit Messages for Workforce Planning

 Web

 

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  • Create Messages

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  • Create Messages

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  • Create Messages
 

Edit or Delete Saved Reports in Workforce Planning

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

icon-mindtouch-table-check.png

  • Allow Exporting Data
 

Edit or Delete Saved Views for Assignments in Workforce Planning

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Edit or Delete Saved Views for the People List in Workforce Planning

 Web

 

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  • View People

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  • View People

icon-mindtouch-table-check.png

  • View People
 

Edit or Delete Saved Views for Requests in Workforce Planning

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

Edit or Delete Saved Views for Time Off in Workforce Planning

 Web

 

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  • View Time Off

icon-mindtouch-table-check.png

  • View Time Off

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  • View Time Off
 

Edit or Delete Saved Views for the Totals Dashboard in Workforce Planning

 Web

 

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  • Access to Totals Page

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  • Access to Totals Page

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  • Access to Totals Page
 

Edit People in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Edit Permissions Templates for Workforce Planning

 Web

 

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  • Edit Permissions Settings

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  • Edit Permissions Settings

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  • Edit Permissions Settings
 

Edit Project Details in Workforce Planning

 Web

 

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details
 

Edit Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Edit Wage Overrides in Workforce Planning

 Web

 

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides
 

Edit a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Edit Any Workforce Request

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests
 

Edit a Workforce Request You Created

 Web

 

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  • Edit/Delete Own Requests

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  • Edit/Delete Own Requests

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  • Edit/Delete Own Requests
 

End a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Export the Assignment History Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Assignments Gantt

 Web

 

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data
 

Export the Availability Look-Ahead Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the People List

 Web

 

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  • View People
    AND
  • Allow Exporting Data

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  • View People
    AND
  • Allow Exporting Data

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  • View People
    AND
  • Allow Exporting Data
 

Export the Project List

 Web

 

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  • View Projects
    AND
  • Allow Exporting Data

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  • View Projects
    AND
  • Allow Exporting Data

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  • View Projects
    AND
  • Allow Exporting Data
 

Export the Tags Requiring Action Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Time Off List

 Web

 

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  • View Time Off
    AND
  • Allow Exporting Data

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  • View Time Off
    AND
  • Allow Exporting Data

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  • View Time Off
    AND
  • Allow Exporting Data
 

Export the Totals Dashboard

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Assignments List

 Web

 

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data
 

Export the Workforce Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Workforce Request List

 Web

 

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data
 

Fill a Workforce Request

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'.

Inactivate People in Workforce Planning

 Web

 

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  • Edit People​​​​​​ Details

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  • Edit People​​​​​​ Details

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  • Edit People​​​​​​ Details
 

Inactivate a Project in Workforce Planning

 Web

 

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details
 

Manage Archived Messages for Workforce Planning

 Web

 

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Manage Your Inbox for Workforce Planning

 Web

 

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Receive Messages Sent from Workforce Planning via Email  People must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. See Edit People in Workforce Planning.
Receive Messages Sent from Workforce Planning via Email  People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. See Edit People in Workforce Planning.

Remove Wage Overrides in Workforce Planning

 Web

 

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides
 

Respond to Assignment Alerts for Workforce Planning

 Web

  • To receive alerts via email, recipients must have the 'Enable Email' checkbox selected, and an 'Email Address' entered on their Workforce Planning profile. 
  • To receive alerts via SMS, recipients must have the 'Enable SMS' checkbox selected, and a 'Phone Number' entered on their Workforce Planning profile. 
  • To receive alerts through the Workforce Planning/LaborChart mobile app, recipients must have the 'Enable Mobile Notifications' checkbox marked on their Workforce Planning profile.

Respond to a Workforce Planning Message

 Web

 

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  • Create Messages

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  • Create Messages

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  • Create Messages
 

Search and Filter the Assignments Gantt

 Web

 

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  • Access to Gantt Page

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  • Access to Gantt Page

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  • Access to Gantt Page
 

Search and Filter the Totals Dashboard

 Web

 

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  • Access to Totals Page

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  • Access to Totals Page

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  • Access to Totals Page
 

Search, Sort, and Filter People on the Assignments Boards

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Search, Sort, and Filter Projects on the Assignments Boards

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Search, Sort, and Filter the People List

 Web

 

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  • View People

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  • View People

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  • View People
 

Search, Sort, and Filter the Project List

 Web

 

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  • View Projects

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  • View Projects

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  • View Projects
 

Search, Sort, and Filter the Time Off List

 Web

 

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  • View People Time Off

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  • View People Time Off

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  • View People Time Off
 

Search, Sort, and Filter the Workforce Requests List

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

Send Assignment Alerts in Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Send a Message for Workforce Planning

 Web

 

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  • Create Message

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  • Create Message

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  • Create Message
 

Set Up Your SMS and Email Signature in Workforce Planning

 Web

 

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Shift Dates for a Future Project

 Web

 

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details
 

Sort and Filter the Workforce Assignments List

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

View Activity about a Person in Workforce Planning

 Web

 

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  • View People Activity

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  • View People Activity

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  • View People Activity
 

View Activity about a Project in Workforce Planning

 Web

 

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  • View Project Activity

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  • View Project Activity

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  • View Project Activity
 

View and Configure the Project Workforce Graph

 Web

 

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  • View Projects

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  • View Projects

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  • View Projects
 

View Assignment Alerts for Workforce Planning

 Web

 

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  • View Alerts

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  • View Alerts

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  • View Alerts
 

View Attachments for People in Workforce Planning

 Web

 

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  • View People Attachments

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  • View People Attachments

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  • View People Attachments
 

View Attachments for Projects in Workforce Planning

 Web

 

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  • View Projects Attachments

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  • View Projects Attachments

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  • View Projects Attachments
 

View Messages for Workforce Planning

 Web

 

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To see messages in Workforce Planning, the message must have been sent with the 'Shared' checkbox marked.

View Notifications in Workforce Planning

 Web

 

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View People Details in Workforce Planning

 Web

 

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  • View People

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  • View People

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  • View People
 

View Tag Attachments for Projects

 Web

 

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  • View People Attachments

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  • View People Attachments

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  • View People Attachments
 

View Tag Expiration Dates and Attachments for People

 Web

 

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  • View People Tags

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  • View People Tags

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  • View People Tags
 

View Time Off in Workforce Planning

 Web

 

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  • View People Time Off

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  • View People Time Off

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  • View People Time Off
 

View Sensitive Sensitive Custom Fields for People in Workforce Planning

 Web

 

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  • View People Sensitive Fields

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  • View People Sensitive Fields

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  • View People Sensitive Fields
 

View Sensitive Sensitive Custom Fields for Projects in Workforce Planning

 Web

 

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  • View Project Sensitive Fields

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  • View Project Sensitive Fields

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  • View Project Sensitive Fields
 

View the Activity Dashboard

 Web

 

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  • View People Activity
    AND/OR
  • View Project Activity

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  • View People Activity
    AND/OR
  • View Project Activity

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  • View People Activity
    AND/OR
  • View Project Activity
 

View the Assignments Boards

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

View the Assignments Gantt

 Web

 

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  • View Assignments
    AND

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  • View Assignments
    AND

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  • View Assignments
    AND
 

View the Map Dashboard

 Web

 

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  • Access to Map page

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  • Access to Map page

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  • Access to Map page
 

View the People List

 Web

 

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View the Projects List

 Web

 

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View the Time Off List

 Web

 

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View the Totals Dashboard

 Web

 

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  • Access to Totals page

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  • Access to Totals page

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  • Access to Totals page
 

View the Workforce Assignments List

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

View the Workforce Requests List

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

View Wage Overrides in Workforce Planning

 Web

 

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  • View Project Wage Overrides

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  • View Project Wage Overrides

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  • View Project Wage Overrides
 

 

Back to Top

 


Project Level

Action Plans

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Action Plans tool?

Action None Read Only Standard Admin Notes

Add Records to Action Plan Items

 Web     iOS     Android

 

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  • Add Records
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Approve an Action Plan to be Performed

 Web     iOS     Android

 

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  • Sign as Action Plan Approver
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Approve an Action Plan to be Performed on Behalf of Another User

 Web     iOS     Android

 

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  • Sign as Action Plan Approver for Users within the Same Company

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  • Sign as Action Plan Approver for Users within the Same Company
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Create an Action Plan

 Web

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
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Create and Edit a Project Level Action Plan Template

 Web

 

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  • Create and Edit Project Templates

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  • Create and Edit Project Templates
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Delete an Action Plan

 Web

 

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  • Delete Action Plan

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  • Delete Action Plan
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Edit Action Plan Item Notes

 Web     iOS     Android

 

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  • Edit Item Notes as Action Plans Assignee

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  • Edit Item Notes as Action Plans Assignee
icon-mindtouch-table-check.png Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.

Edit Action Plan Item Status

 Web     iOS     Android

 

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  • Edit Item Status as Action Plans Assignee

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  • Edit Item Status as Action Plans Assignee
icon-mindtouch-table-check.png Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.

Edit an Action Plan

 Web

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
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Configure Action Plans Notifications

 Web

 

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  • Edit Notifications

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  • Edit notifications
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Export an Action Plan

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Perform an Action Plan

  Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check.png

This action involves many sub actions. See the required permissions for the following actions:

  • Add Records
  • Request Records in Published Plans
  • Edit Action Plan Item Notes
  • Edit Action Plan Item Status
  • Sign for Action Plan Items

Sign an Action Plan Item for Items Assigned to You

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Sign an Action Plan Item for Any User

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee for Any User
     

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee for Any User
icon-mindtouch-table-check.png  

Sign an Action Plan Item for Users within the Same Company

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee for Users within the Same Company

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee for Users within the Same Company
icon-mindtouch-table-check.png  

Remove Records from Items

 Web     iOS     Android

 

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  • Remove Records
icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Request Records in Published Plans

 Web     iOS     Android