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)
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
Bid Board
Important
Paid Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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?
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Action |
None | Read Only | Standard | Admin | Notes |
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Add a Bid Board Project to the Portfolio Tool |
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Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
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Add a Change Order for an Estimate |
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Add an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Add and Manage Internal Notes in a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add and Manage Tasks in a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog from Estimating |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | |||
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Add Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Apply a Template in the Bid Board Tool |
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Assign a Budget Code from an Estimate |
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Configure Bid Board Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy or Move a Group to Another Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy a Takeoff Group |
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Copy a Takeoff Layer |
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Create a Project in the Bid Board |
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Create a Purchase Order from an Estimate |
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Delete a Project on the Bid Board |
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Delete Documents from a Bid Board Project |
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Delete a a Takeoff Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Delete Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Download Documents from a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Edit a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Edit Project Stages on the Bid Board |
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Expand or Collapse Takeoff Groups |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export a Bid Proposal |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Manage Bids from the Bid Board |
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Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Move a Group of Takeoff Layers to a New Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Move a Group of Takeoff Layers to a New Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Rename a Takeoff Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Respond to a Bid from the Bid Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Run Automated Area Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Search for and Filter Projects on the Bid Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Show or Hide Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Split Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Submit a Bid Proposal |
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Upload Documents to a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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View an Estimate |
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View Any Bid Board Project |
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View Bid Board Projects as the Assigned 'Estimator' |
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Free Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
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 |
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Add an Estimate |
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Add Takeoffs |
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Apply a Template in the Bid Board Tool |
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Takeoff Group |
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Copy Takeoff Layers |
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Create a Project in the Bid Board |
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Delete a Takeoff Group |
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Delete Takeoff Layers |
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Delete a Project on the Bid Board |
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Edit Project Stages on the Bid Board |
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Edit an Estimate |
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Expand or Collapse Takeoff Groups |
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Export a Bid Proposal |
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Export an Estimate |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Manage Bids from the Bid Board |
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Move a Takeoff Layer to a New Group |
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Rename a Takeoff Group |
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Respond to a Bid from the Bid Board |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Show or Hide Takeoff Layers |
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Submit a Bid Proposal |
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Users also must be designated as a Bid Contact. | |
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Upload Documents to a Bid Board Project |
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View an Estimate |
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View Bid Board Projects |
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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.
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.
Cost Catalog
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
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Activate or Deactivate Cost Catalog Items |
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Add a Category to the Cost Catalog |
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Add a New Catalog to the Cost Catalog |
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Add Items to a Cost Catalog |
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Configure Settings: Cost Catalog |
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Copy Cost Catalog Items |
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Create Assemblies for a Cost Catalog |
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Delete Cost Catalog Items |
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Edit Cost Catalog Items |
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Export Cost Catalog Items |
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Import Material Catalog Items |
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Move Cost Catalog Items |
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Search for and Filter Items in the Cost Catalog |
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View the Cost Catalog |
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Directory (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
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Accept or Deny a User's Request to Join Your Company |
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Add a Company to the Company Directory |
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Add a Distribution Group to the Company Directory |
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Add a User Account to the Company Directory |
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Users with granular permissions have the following limitations:
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Add an Existing User to Projects in Your Company's Procore Account |
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Users with granular permissions can only add other users to projects that they have already been added to. |
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Add Insurance for a Vendor in the Company Directory |
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Allow Users to Create New Projects |
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Assign a Company Permission Template to a User in the Company Directory |
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Users with granular permissions have the following limitations:
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Assign a Default Project Permissions Template to a User in the Company Directory |
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Users with granular permissions can only assign users to assignable default project permissions templates. | |
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Assign a Project Permissions Template to a User in the Company Directory |
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Users with granular permissions have the following limitations:
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Change a User's Permissions to Company Tools in the Company Directory |
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Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates. |
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Change a User's Project Permissions Template in the Company Directory |
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Users with granular permissions have the following limitations:
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Configure Advanced Settings: Company Directory |
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Customize the Column Display in the Directory Tool |
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Deactivate a Company in the Company Directory |
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Delete a Distribution Group from the Company Directory |
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Designate an Insurance Manager for Your Procore Company |
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Download a vCard for a User Account in the Company Directory |
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Download a Company or User Import Template |
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Edit a Company in the Company Directory |
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Edit a Contact in the Company Directory |
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Edit a Distribution Group in the Company Directory |
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Edit a User Account in the Company Directory |
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Users with granular permissions have the following limitations:
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Export the Company Directory to CSV or PDF |
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Inactivate a Batch of Companies in the Company Directory |
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Inactivate a Batch of User Accounts in the Company Directory |
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Inactivate a Contact in the Company Directory |
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Inactivate a Company in the Company Directory |
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Invite a Batch of Procore Users to Join a Company's Procore Account |
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Invite or Re-invite a User to Procore |
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Merge Companies |
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Reactivate a Batch of Companies in the Company Directory |
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Reactivate a Batch of User Accounts in the Company Directory |
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Reactivate a Contact in the Company Directory |
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Reactivate a Company in the Company Directory |
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Reactivate a User in the Company Directory |
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Refresh Bid Contacts for Connected Companies in the Company Directory |
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Remove an Existing User from Projects in Your Company's Procore Account |
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Users with granular permissions can only remove other users from projects that they are a part of. | |
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Remove Company Insurance |
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Request Company and People Imports |
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Respond to a 'Welcome to Procore' Email |
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Search and Filter the Company Directory |
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Send a Company or User Import Template to Procore |
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Send a Procore Company to ERP Integrations for Accounting Acceptance |
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Set Bidder Information at the Company Level |
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Switch Between Views in the Company Directory |
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Update Expiring Insurance for a Vendor in the Company Directory |
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View Company Details in the Company Level Directory Tool |
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View Merge Company History |
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View User Details in the Company Level Directory Tool |
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Documents (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
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Add or Edit a File Description in the Company Level Documents Tool |
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Change Privacy Settings on a Folder or File in the Company Level Documents Tool |
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Check In Files you Checked Out of the Company Level Documents Tool |
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Check Out a File in the Company Level Documents Tool |
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Configure Advanced Settings: Company Documents |
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Create a New Folder in the Company Level Documents Tool |
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Delete Files and Folders in the Company Level Documents Tool |
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Download a Previous Version of a File in the Company Level Documents Tool |
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Download Files from the Company Level Documents Tool |
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Download Folders from the Company Level Documents Tool |
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Drag and Drop Files into Procore's Company Documents Tool |
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Email Files from the Company Level Documents Tool |
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Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
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Email Folders from the Company Level Documents Tool |
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Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
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Export Information from the Company Level Documents Tool |
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Manage File and Folder Tracking in the Company Level Documents Tool |
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Manage Permissions for Company Level Documents |
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Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool |
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Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
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Print a File or Folder |
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Rename a File in the Company Level Documents Tool |
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Rename a Folder in the Company Level Documents Tool |
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Reset a Checked Out File |
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Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin |
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Search for and Filter Company Level Documents |
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Upload a New Version of a File in the Company Level Documents Tool |
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This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished. | ||
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Upload Files to the Company Level Documents Tool |
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Upload Folders to the Company Level Documents Tool |
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View a Previous Version of a File in the Company Level Documents Tool |
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View 'Private' Documents in the Company Level Documents Tool |
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Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document. | |
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View Documents in the Company Level Documents Tool |
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Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to. |
ERP Integrations
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
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Accept or Reject Cost Codes for Export to ERP |
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Accept or Reject Owner Invoices for Export to ERP |
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Accept or Reject Subcontractor Invoices for Export to ERP |
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Accept or Reject a Budget for Export to ERP |
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Accept or Reject a CCO for Export to ERP |
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Accept or Reject a Commitment for Export to ERP |
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Accept or Reject a Company for Export to ERP |
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Accept or Reject a PCCO for Export to ERP |
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Accept or Reject a Project for Export to ERP |
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Accept or Reject a Sub Job for Export to ERP |
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Add a Procore Project to your ERP System |
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Add an ERP Company to the Procore Company Directory |
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Add an ERP Job to Procore |
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Archive an ERP Company in Procore |
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Assign Default Cost Types To ERP Standard Cost Codes |
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Configure Advanced Settings: ERP Integrations |
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Configure the Sync Schedule for your ERP Integration |
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Enable or Disable ERP Direct Exports |
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Import a Budget from ERP |
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Import a Prime Contract from an Integrated ERP System into Procore |
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Import an ERP Sub Job to a Procore Project |
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Link ERP Companies to Procore Companies |
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Refresh the Companies List for ERP |
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Refresh the Cost Codes on an ERP Integrated Project |
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
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Sync Job Cost Transactions from an Integrated ERP into Procore |
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Sync Paid Invoice Notifications from ERP into Procore |
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Unlink CCOs Synced with ERP |
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Unlink Commitments Synced with ERP |
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Unlink Owner Invoices Synced with ERP |
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Unlink PCCOs Synced with ERP |
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Unlink Subcontractor Invoices Synced with ERP |
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Unlink a Company Synced with ERP |
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View a List of Synced Sub Jobs |
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Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
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'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:
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View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
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View the Archived Companies List for ERP |
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Inspections (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
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Add Custom Response Sets to a Company Level Inspection Template |
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Assign a Company Level Inspection Template to a Project |
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Clone a Company Level Inspection Template |
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Configure Advanced Settings: Company Level Inspections |
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Create a Company Level Inspection Template |
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Create a Custom Response Set for Inspections |
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Delete a Company Level Inspection Template |
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Delete an Inspection Type |
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Edit a Company Level Inspection Template |
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Edit a Custom Response Set for Inspections |
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Search and Filter for Inspection Templates |
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View the Change History of an Inspection Template |
|
Permissions
The following table highlights which user permissions are required to perform the described user action.
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 Directory, Edit 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.
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 | 1 |
|
|
|
| Configure Advanced Settings: Planroom | 1 |
|
|
|
| Download Bid Documents | 1 |
|
|
|
| Indicate your Intention to Bid | 1 |
|
|
|
| Submit a Bid | 1 |
|
|
|
| Submit a Pre-Bid Question | 1 |
|
|
|
| Update a Submitted Bid | 1 |
|
|
|
| View a bid package you have been invited to | 1 |
|
|
|
| View the Planroom tool | |
|
|
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.
Portfolio
The following table highlights which user permissions are required to perform the described user action.
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.
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.
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.
Prequalifications
The following table highlights which user permissions are required to perform the described user action.
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.
1 'Standard' level users can view all categories response data except for Financials.
2 'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.
3 'Standard' level users can perform functions on items they have created.
Programs
The following table highlights which user permissions are required to perform the described user action.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Add Programs | * |
|||
| Add a Project to a Program | * |
|||
| Assign a Project to a Different Program | * |
|||
| Delete a Program | * |
|||
| Edit Program Information | * |
|||
| Remove a Project from a Program | * |
|||
| View Programs | |
|
|
* These actions require the displayed permissions on either the Company or Project level Admin tool.
Schedule (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 |
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  |
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|
Search Project Schedules
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|
Timecard
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
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|
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 |
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Configure Advanced Settings: Timecard |
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Configure Your Company For The Timecard |
|
||||
| Create a Timecard for Anyone | |
||||
| Create a Timecard for Yourself | |
|
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|
Edit a My Time Entry |
|
|
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 | |
||||
| Edit Your Timecard | |
|
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| Export a Timecards Report | |
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Delete Any Timecard |
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Delete Your Timecard |
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Search and Filter My Time Entries |
|
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This action can be performed offline provided that the information was previously viewed and cached on your mobile device. | ||
|
Sign a Timesheet |
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This action is performed in the Timesheets tool. | |
|
Sign Timesheets for All Projects |
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|
This action is performed in the Timesheets tool. | |
| View the Change History of a Timecard | |
||||
| View Any Timecard | |
|
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| View Your Timecard | |
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|
View My Time Entries |
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Timesheets (Company Level)
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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:
- Users need 'Read Only' permissions or higher on the Company level Directory.
- Under Company Timesheets settings, the box must be marked for 'Can company employees be tracked on all projects?'.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Configure Advanced Settings: Company Level Timesheets |
|
||||
|
Configure the Company Timesheets Payroll Settings |
|
||||
|
Customize the Column Display in the Company Level Timesheets Tool |
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|
||
|
Delete a Timecard Entry in the Company Level Timesheets Tool You Created |
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|
Delete Any Timecard Entry in the Company Level Timesheets Tool |
|
||||
|
Duplicate Your Company's Timesheets in Bulk |
|
||||
|
Edit a Timecard Entry in the Company Level Timesheets Tool You Created |
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|
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|
Edit Any Timecard Entry in the Company Level Timesheets Tool |
|
||||
|
Edit Your Company's Timesheets in Bulk |
|
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|
Export Timecard Entries from Procore to Import into QuickBooks® Desktop |
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|
Export Timesheet Data from Procore into Sage 300 CRE® |
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|
Export Your Company's Timecard Entries to CSV |
|
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|
||
|
Import Procore Time Entries into QuickBooks® Desktop |
|
|
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|
Mark a Timecard Entry as Completed in the Company Level Timesheets Tool |
|
Additional permissions are required to complete this action:
|
|||
|
Perform Bulk Approval Actions in the Company Level Timesheets Tool |
|
|
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|
Reallocate Timecard Entry Hours for an Employee |
|
|
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|
Search and Filter Time Entries in the Company Level Timesheets Tool |
|
|
|
||
|
Set the Rounding Rule for Your Company Timesheets |
|
||||
|
Transfer Procore Timecard Entries to QuickBooks® Desktop |
|
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|
View a Timecard Entry in the Company Level Timesheets Tool |
|
|
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|
View Timecard Summaries in the Company Level Timesheets Tool |
|
|
|
|
Workforce Planning
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level set in the company's Permissions tool.
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 |
|
|
|
||
|
Add Attachments for Projects in Workforce Planning |
|
|
|
||
|
Add People to Workforce Planning |
|
|
|
||
|
Add or Edit Custom Fields for People in Workforce Planning |
|
|
|
||
|
Add or Edit Sensitive Custom Fields for People in Workforce Planning |
|
|
|
||
|
Add or Edit Custom Fields for a Workforce Assignment |
|
|
|
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 |
|
|
|
||
|
Add or Edit Custom Fields for Workforce Requests You Created |
|
|
|
||
|
Add or Edit Tags for People |
|
|
|
||
|
Add or Edit Tags for Projects in Workforce Planning |
|
|
|
||
|
Add Wage Overrides in Workforce Planning |
|
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|
||
|
Assign Project Roles for Workforce Planning |
|
|
|
||
|
Assign or Edit a User's Notification Profile in Workforce Planning |
|
|
|
||
|
Bulk Delete People in Workforce Planning |
|
|
|
||
|
Bulk Delete Time Off in Workforce Planning |
|
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|
||
|
Bulk Delete Workforce Assignments |
|
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|
||
|
Bulk Delete Any Workforce Requests |
|
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|
||
|
Bulk Delete Workforce Requests You Created |
|
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|
||
|
Bulk Edit People in Workforce Planning |
|
|
|
||
|
Bulk Edit Workforce Assignments |
|
|
|
||
|
Bulk Edit Any Workforce Request |
|
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|
||
|
Bulk Edit Workforce Requests You Created Web |
|
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|
||
|
Change a Person's User Type in Workforce Planning |
|
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|
||
|
Change a User's Permission Template in Workforce Planning |
|
|
|
||
|
Configure Assignment and Request Statuses for Workforce Planning |
|
|
|
||
|
Configure Company Details in Workforce Planning |
|
|
|
||
|
Configure Costing in Workforce Planning |
|
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|
||
|
Configure Custom Fields for Workforce Planning |
|
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|
||
|
Configure Default Assignment Alerts for Workforce Planning |
|
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|
||
|
Configure Groups for Workforce Planning |
|
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|
||
|
Configure Integration Settings for Workforce Planning |
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|
|
Users must be assigned the 'Admin' permissions template in Workforce Planning. | |
|
Configure Job Titles for Workforce Planning |
|
|
|
||
|
Configure Notification Profiles for Workforce Planning |
|
|
|
||
|
Configure QR Codes for Workforce Planning |
|
|
|
||
|
Configure Sensitive Fields for Workforce Planning |
|
|
|
||
|
Configure Tags for Workforce Planning |
|
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|
||
|
Configure View for the Projects List |
|
|
|
||
|
Create Custom Assignment Alerts for Projects |
|
|
|
||
|
Create Labor Plan |
|
|
|
||
|
Create Notes About People in Workforce Planning |
|
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|
||
|
Create Notes About Projects in Workforce Planning |
|
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|
||
|
Create Permissions Templates for Workforce Planning |
|
|
|
||
|
Create Project Categories for Workforce Planning |
|
|
|
||
|
Create Projects in Workforce Planning |
|
|
|
||
|
Create QR Codes for People |
|
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|
||
|
Create QR Codes for Projects in Workforce Planning |
|
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|
||
|
Create Saved Reports in Workforce Planning |
|
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|
||
|
Create Saved Views for Assignments in Workforce Planning |
|
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|
||
|
Create Saved Views for the People List in Workforce Planning |
|
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|
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|
Create Saved Views for Requests in Workforce Planning |
|
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|
||
|
Create Saved Views for Time Off in Workforce Planning |
|
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|
||
|
Create Saved Views for the Totals Dashboard in Workforce Planning |
|
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|
||
|
Create Time Off in Workforce Planning |
|
|
|
||
|
Create Workforce Assignments Using Rapid Assign |
|
|
|
||
|
Create a Workforce Assignment |
|
|
|
||
|
Create a Workforce Request |
|
|
|
||
|
Delete Messages for Workforce Planning |
|
|
|
||
|
Delete Scheduled Assignment Alerts for Workforce Planning |
|
|
|
||
|
Delete Permissions Templates |
|
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|
||
|
Delete Time Off in Workforce Planning |
|
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|
||
|
Delete a Workforce Assignment |
|
|
|
||
|
Delete Any Workforce Request |
|
|
|
||
|
Delete a Workforce Request You Created |
|
|
|
||
|
Delete People in Workforce Planning |
|
|
|
||
|
Delete a Project in Workforce Planning |
|
|
|
||
|
Edit Assignment Alerts for Workforce Planning |
|
|
|
||
|
Edit Attachments for People in Workforce Planning |
|
|
|
||
|
Edit Attachments for Projects in Workforce Planning |
|
|
|
||
|
Edit Messages for Workforce Planning |
|
|
|
||
|
Edit or Delete Saved Reports in Workforce Planning |
|
|
|
||
|
Edit or Delete Saved Views for Assignments in Workforce Planning |
|
|
|
||
|
Edit or Delete Saved Views for the People List in Workforce Planning |
|
|
|
||
|
Edit or Delete Saved Views for Requests in Workforce Planning |
|
|
|
||
|
Edit or Delete Saved Views for Time Off in Workforce Planning |
|
|
|
||
|
Edit or Delete Saved Views for the Totals Dashboard in Workforce Planning |
|
|
|
||
|
Edit People in Workforce Planning |
|
|
|
||
|
Edit Permissions Templates for Workforce Planning |
|
|
|
||
|
Edit Project Details in Workforce Planning |
|
|
|
||
|
Edit Time Off in Workforce Planning |
|
|
|
||
|
Edit Wage Overrides in Workforce Planning |
|
|
|
||
|
Edit a Workforce Assignment |
|
|
|
||
|
Edit Any Workforce Request |
|
|
|
||
|
Edit a Workforce Request You Created |
|
|
|
||
|
End a Workforce Assignment |
|
|
|
||
|
Export the Assignment History Report |
|
|
|
||
|
Export the Assignments Gantt |
|
|
|
||
|
Export the Availability Look-Ahead Report |
|
|
|
||
|
Export the People List |
|
|
|
||
|
Export the Project List |
|
|
|
||
|
Export the Tags Requiring Action Report |
|
|
|
||
|
Export the Time Off List |
|
|
|
||
|
Export the Totals Dashboard |
|
|
|
||
|
Export the Assignments List |
|
|
|
||
|
Export the Workforce Report |
|
|
|
||
|
Export the Workforce Request List |
|
|
|
||
|
Fill a Workforce Request |
|
|
|
To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
|
Inactivate People in Workforce Planning |
|
|
|
||
|
Inactivate a Project in Workforce Planning |
|
|
|
||
|
Manage Archived Messages for Workforce Planning |
|
|
|
||
|
Manage Your Inbox for Workforce Planning |
|
|
|
||
| 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 |
|
|
|
||
|
Respond to Assignment Alerts for Workforce Planning |
|
||||
|
Respond to a Workforce Planning Message |
|
|
|
||
|
Search and Filter the Assignments Gantt |
|
|
|
||
|
Search and Filter the Totals Dashboard |
|
|
|
||
|
Search, Sort, and Filter People on the Assignments Boards |
|
|
|
||
|
Search, Sort, and Filter Projects on the Assignments Boards |
|
|
|
||
|
Search, Sort, and Filter the People List |
|
|
|
||
|
Search, Sort, and Filter the Project List |
|
|
|
||
|
Search, Sort, and Filter the Time Off List |
|
|
|
||
|
Search, Sort, and Filter the Workforce Requests List |
|
|
|
||
|
Send Assignment Alerts in Workforce Planning |
|
|
|
||
|
Send a Message for Workforce Planning |
|
|
|
||
|
Set Up Your SMS and Email Signature in Workforce Planning |
|
|
|
||
|
Shift Dates for a Future Project |
|
|
|
||
|
Sort and Filter the Workforce Assignments List |
|
|
|
||
|
View Activity about a Person in Workforce Planning |
|
|
|
||
|
View Activity about a Project in Workforce Planning |
|
|
|
||
|
View and Configure the Project Labor Graph |
|
|
|
||
|
View Assignment Alerts for Workforce Planning |
|
|
|
||
|
View Attachments for People in Workforce Planning |
|
|
|
||
|
View Attachments for Projects in Workforce Planning |
|
|
|
||
|
View Messages for Workforce Planning |
|
|
|
To see messages in Workforce Planning, the message must have been sent with the 'Shared' checkbox marked. | |
|
View Notifications in Workforce Planning |
|
|
|
||
|
View People Details in Workforce Planning |
|
|
|
||
|
View Read Receipts for Messages for Workforce Planning |
|
|
|
To see messages in Workforce Planning, the message must have been sent with the 'Shared' checkbox marked. | |
|
View Sensitive Sensitive Custom Fields for People in Workforce Planning |
|
|
|
||
|
View Sensitive Sensitive Custom Fields for Projects in Workforce Planning |
|
|
|
||
|
View Tag Attachments for Projects |
|
|
|
||
|
View Tag Expiration Dates and Attachments for People |
|
|
|
||
|
View Time Off in Workforce Planning |
|
|
|
||
|
View the Activity Dashboard |
|
|
|
||
|
View the Assignments Boards |
|
|
|
||
|
View the Assignments Gantt |
|
|
|
||
|
View the Map Dashboard |
|
|
|
||
|
View the People List |
|
|
|
||
|
View the Projects List |
|
|
|
||
|
View the Time Off List |
|
|
|
||
|
View the Totals Dashboard |
|
|
|
||
|
View the Workforce Assignments List |
|
|
|
||
|
View the Workforce Requests List |
|
|
|
||
|
View Wage Overrides in Workforce Planning |
|
|
|
||
Project Level
Action Plans
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
|
|
|
|
You must also have permissions to view the item in the respective tool. | ||
|
Approve an Action Plan to be Performed |
|
|
|
||
|
Approve an Action Plan to be Performed on Behalf of Another User |
|
|
|
||
|
Create an Action Plan |
|
|
|
The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
|
|
Create and Edit a Project Level Action Plan Template |
|
|
|
||
|
Delete an Action Plan |
|
|
|
||
|
Edit Item Notes |
|
|
|
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 |
|
|
|
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 |
|
|
|
||
|
Configure Action Plans Notifications |
|
|
|
||
|
Export an Action Plan |
|
|
|
||
|
Perform an Action Plan |
|
|
|
This action involves many sub actions. See the required permissions for the following actions:
|
|
|
Sign an Action Plan Item for Items Assigned to You |
|
|
|
||
|
Sign an Action Plan Item for Any User |
|
|
|
||
|
Sign an Action Plan Item for Users within the Same Company |
|
|
|
||
|
Remove Records from Items |
|
|
|
|
|
|
Request Records in Published Plans |
|
|
|
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. | |
|
Search for and Filter Action Plans |
|
|
|
||
|
Sign a Completed Action Plan as Yourself |
|
|
|
||
|
Sign a Completed Action Plan for Another User within the Same Company |
|
|
|
||
|
View an Action Plan |