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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)

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

tool-icon_integration.png - Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
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
tool-icon_integration.png Archive and Unarchive Cost Codes Synced with an ERP Integration       icon-mindtouch-table-check.png
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
tool-icon_integration.png Configure Cost Code Preferences for ERP Integrations       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

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools. 

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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.

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

icon-mindtouch-table-check.png

  • 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

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  • 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

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  • Edit People Details
 

Bulk Edit Projects 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
 

Bulk Edit 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 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

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  • Create/Edit/Delete Assignments
 

Delete Any Workforce Request

 Web

 

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  • Create/Edit/Delete Others Requests

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  • Create/Edit/Delete Others Requests

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  • Create/Edit/Delete Others Requests
 

Delete a Workforce Request 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
 

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

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  • 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

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  • 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

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  • 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

icon-mindtouch-table-check.png

  • View Requests

icon-mindtouch-table-check.png

  • View Requests
 

Send Assignment Alerts in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit/Delete Alerts

icon-mindtouch-table-check.png

  • Create/Edit/Delete Alerts

icon-mindtouch-table-check.png

  • Create/Edit/Delete Alerts
 

Send a Message for Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • Create Message

icon-mindtouch-table-check.png

  • Create Message

icon-mindtouch-table-check.png

  • Create Message
 

Set Up Your SMS and Email Signature in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

Shift Dates for a Future Project

 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
 

Sort and Filter the Workforce Assignments List

 Web

 

icon-mindtouch-table-check.png

  • View Assignments

icon-mindtouch-table-check.png

  • View Assignments

icon-mindtouch-table-check.png

  • View Assignments
 

View Activity about a Person in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View People Activity

icon-mindtouch-table-check.png

  • View People Activity

icon-mindtouch-table-check.png

  • View People Activity
 

View Activity about a Project in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View Project Activity

icon-mindtouch-table-check.png

  • View Project Activity

icon-mindtouch-table-check.png

  • View Project Activity
 

View and Configure the Project Workforce Graph

 Web

 

icon-mindtouch-table-check.png

  • View Projects

icon-mindtouch-table-check.png

  • View Projects

icon-mindtouch-table-check.png

  • View Projects
 

View Assignment Alerts for Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View Alerts

icon-mindtouch-table-check.png

  • View Alerts

icon-mindtouch-table-check.png

  • View Alerts
 

View Attachments for People in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View People Attachments

icon-mindtouch-table-check.png

  • View People Attachments

icon-mindtouch-table-check.png

  • View People Attachments
 

View Attachments for Projects in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View Projects Attachments

icon-mindtouch-table-check.png

  • View Projects Attachments

icon-mindtouch-table-check.png

  • View Projects Attachments
 

View Messages for Workforce Planning

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

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

View Notifications in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

View People Details in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View People

icon-mindtouch-table-check.png

  • View People

icon-mindtouch-table-check.png

  • View People
 

View Tag Attachments for Projects

 Web

 

icon-mindtouch-table-check.png

  • View People Attachments

icon-mindtouch-table-check.png

  • View People Attachments

icon-mindtouch-table-check.png

  • View People Attachments
 

View Tag Expiration Dates and Attachments for People

 Web

 

icon-mindtouch-table-check.png

  • View People Tags

icon-mindtouch-table-check.png

  • View People Tags

icon-mindtouch-table-check.png

  • View People Tags
 

View Time Off in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View People Time Off

icon-mindtouch-table-check.png

  • View People Time Off

icon-mindtouch-table-check.png

  • View People Time Off
 

View Sensitive Sensitive Custom Fields for People in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View People Sensitive Fields

icon-mindtouch-table-check.png

  • View People Sensitive Fields

icon-mindtouch-table-check.png

  • View People Sensitive Fields
 

View Sensitive Sensitive Custom Fields for Projects in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View Project Sensitive Fields

icon-mindtouch-table-check.png

  • View Project Sensitive Fields

icon-mindtouch-table-check.png

  • View Project Sensitive Fields
 

View the Activity Dashboard

 Web

 

icon-mindtouch-table-check.png

  • View People Activity
    AND/OR
  • View Project Activity

icon-mindtouch-table-check.png

  • View People Activity
    AND/OR
  • View Project Activity

icon-mindtouch-table-check.png

  • View People Activity
    AND/OR
  • View Project Activity
 

View the Assignments Boards

 Web

 

icon-mindtouch-table-check.png

  • View Assignments

icon-mindtouch-table-check.png

  • View Assignments

icon-mindtouch-table-check.png

  • View Assignments
 

View the Assignments Gantt

 Web

 

icon-mindtouch-table-check.png

  • View Assignments
    AND

icon-mindtouch-table-check.png

  • View Assignments
    AND

icon-mindtouch-table-check.png

  • View Assignments
    AND
 

View the Map Dashboard

 Web

 

icon-mindtouch-table-check.png

  • Access to Map page

icon-mindtouch-table-check.png

  • Access to Map page

icon-mindtouch-table-check.png

  • Access to Map page
 

View the People List

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

View the Projects List

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

View the Time Off List

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

View the Totals Dashboard

 Web

 

icon-mindtouch-table-check.png

  • Access to Totals page

icon-mindtouch-table-check.png

  • Access to Totals page

icon-mindtouch-table-check.png

  • Access to Totals page
 

View the Workforce Assignments List

 Web

 

icon-mindtouch-table-check.png

  • View Assignments

icon-mindtouch-table-check.png

  • View Assignments

icon-mindtouch-table-check.png

  • View Assignments
 

View the Workforce Requests List

 Web

 

icon-mindtouch-table-check.png

  • View Requests

icon-mindtouch-table-check.png

  • View Requests

icon-mindtouch-table-check.png

  • View Requests
 

View Wage Overrides in Workforce Planning

 Web

 

icon-mindtouch-table-check.png

  • View Project Wage Overrides

icon-mindtouch-table-check.png

  • View Project Wage Overrides

icon-mindtouch-table-check.png

  • 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

 

icon-mindtouch-table-check-gp.png

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

Approve an Action Plan to be Performed

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

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

Create an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan
icon-mindtouch-table-check.png  

Create and Edit a Project Level Action Plan Template

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Project Templates

icon-mindtouch-table-check-gp.png

  • Create and Edit Project Templates
icon-mindtouch-table-check.png  

Delete an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Delete Action Plan

icon-mindtouch-table-check-gp.png

  • Delete Action Plan
icon-mindtouch-table-check.png  

Edit Action Plan Item Notes

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Edit Item Notes as Action Plans Assignee

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • Edit Item Status as Action Plans Assignee

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan
icon-mindtouch-table-check.png  

Configure Action Plans Notifications

 Web

 

icon-mindtouch-table-check-gp.png

  • Edit Notifications

icon-mindtouch-table-check-gp.png

  • Edit notifications
icon-mindtouch-table-check.png  

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

 

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

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

 

Request Records in Published Plans

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Add Record Requests to Published Plans as Assignee
icon-mindtouch-table-check.png 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.

Search for and Filter Action Plans 

 Web     iOS     Android

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

Sign a Completed Action Plan as Yourself

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

Sign a Completed Action Plan for Another User within the Same Company

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Sign as Completed Action Plan Receiver for Users within the Same Company

icon-mindtouch-table-check-gp.png

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

View an Action Plan

 Web     iOS     Android

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

Back to Top


Admin (Project Level)

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

NEW : Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

BETA : Indicates the task requires you to contact your Procore point of contact to participate in the Beta program. 

tool-icon_integration.png : Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
BETA Activate Budget Codes on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Project to a Program   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add and Remove Project Tools   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Add Custom Segments to the Project Budget Code Structure       icon-mindtouch-table-check.png
Add Equipment       icon-mindtouch-table-check.png
NEW Add Segment Items to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
NEW Add Sub Job Segment Items to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Tiered Locations to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
tool-icon_integration.png Add Sage 300 CRE Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Allow or Disallow Users to Create Locations within a Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Arrange the Project Budget Code Structure       icon-mindtouch-table-check.png
Assign an Office Location to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Assign a Project to a Different Program   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Assign Project Cost Codes to Sub Jobs       icon-mindtouch-table-check.png
Change a Project's Status to Active or Inactive   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change Your Project's Stage of Construction   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Name of a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change the Project Address   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Close Out a Project       icon-mindtouch-table-check.png
Configure General Settings: Project Admin   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Project Webhooks       icon-mindtouch-table-check.png
NEW Copy Company Cost Codes to a Project       icon-mindtouch-table-check.png
NEW Copy Company Segments to a Project       icon-mindtouch-table-check.png
Copy People From One Project to Another   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Create Your Project's Work Breakdown Structure       icon-mindtouch-table-check.png
BETA Deactivate Budget Codes on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Tiered Location from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png
NEW Delete Sub Jobs from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Delete Unused Segment Items from a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit an Existing Budget View       icon-mindtouch-table-check.png
Edit or Add General Project Information   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Edit Segment Items on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png
NEW Edit Sub Jobs on a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Tiered Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Classifications on a Project       icon-mindtouch-table-check.png
tool-icon_integration.png Enable ERP Job Cost Transaction Syncing on a Procore Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the DocuSign Integration   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable the Labor Productivity Cost Features for Project Financials       icon-mindtouch-table-check.png
Export Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Export Segments to CSV   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png1
Generate and Print QR Codes for Locations   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import Segment Items into your Project Level Admin Tool       icon-mindtouch-table-check.png
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Rearrange the Tool's in the Project Toolbox   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
tool-icon_integration.png Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Remove a Project from a Program   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
NEW Remove Segments from the Project Budget Code Structure       icon-mindtouch-table-check.png
 Request to Import Segment Items       icon-mindtouch-table-check.png
Request a Multi-tiered Locations Import   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set the Project Type   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Labor Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png2
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png3
Upload a Project Logo   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 You must have 'Admin' permissions to the Project level tool that you want to extract data from.

2 The Project level Timesheets tool must also be enabled. 

The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. 

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Bidding

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a New Company to the Directory from the Bidding Tool       icon-mindtouch-table-check.png 1
Add a New Contact to the Directory from the Bidding Tool       icon-mindtouch-table-check.png 1
Add Bidders from the Directory to a Bid Form       icon-mindtouch-table-check.png
Add Bidders from the Procore Construction Network to a Bid Form       icon-mindtouch-table-check.png
Add Notes to the Bid List    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png 
Award a Winning Bid and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Bid and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Bidding       icon-mindtouch-table-check.png
Copy Bid Forms from a Previous Bid Package       icon-mindtouch-table-check.png
Create a Bid Form       icon-mindtouch-table-check.png
Create a Bid Package       icon-mindtouch-table-check.png
Delete a Bid Form       icon-mindtouch-table-check.png
Delete a Bid Package       icon-mindtouch-table-check.png
Edit a Bid Form       icon-mindtouch-table-check.png
Edit a Bid Package       icon-mindtouch-table-check.png
Export a Bid Package's Bid List to a PDF or CSV       icon-mindtouch-table-check.png
Filter and Sort Bidding Information       icon-mindtouch-table-check.png
Import Bid Forms to the Bidding Tool       icon-mindtouch-table-check.png
Invite Bidders       icon-mindtouch-table-check.png
Level Bids for a Bid Form       icon-mindtouch-table-check.png
Preview a Bid Form       icon-mindtouch-table-check.png
Reinvite Users to Bid       icon-mindtouch-table-check.png
Resend Invitations to Bid       icon-mindtouch-table-check.png
Respond to Pre-Bid Questions       icon-mindtouch-table-check.png
Retrieve a Bid Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Bids       icon-mindtouch-table-check.png
Search for and Filter Companies to Add to a Bid Form       icon-mindtouch-table-check.png
Search for and Invite Bidders       icon-mindtouch-table-check.png
Send a New Correspondence in the Bidding Tool       icon-mindtouch-table-check.png
Soft Award a Bid       icon-mindtouch-table-check.png
Update and Redistribute Bid Package       icon-mindtouch-table-check.png
Update Bid Documents        icon-mindtouch-table-check.png 3
View a Bid Form       icon-mindtouch-table-check.png
View and Manage Bidders on a Bid Form       icon-mindtouch-table-check.png
View a Bid Package    icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Tasks Performed by Bidders in the Planroom Tool 5 None Read Only Standard Admin
Check the Status of your Bid  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Bid Documents icon-mindtouch-table-check.png 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 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid  icon-mindtouch-table-check.png 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 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Bid   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Bid Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

2  Users with 'Standard' level permission can view Bid Notes by default.

3  Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. 

4  Users with 'Read Only' or higher level permissions to the project's Bidding tool AND added to the Bidding CC Group can complete this function. 

5  These tasks are performed by bidders using the Company level Planroom tool. See Planroom.

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Budget

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Budget View for Real-Time Labor Costing This task must be completed in the Company's Admin tool. Also requires Procore's Field Productivity tools. 
Add Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for the 'Budget Changes' Feature to a Budget View This task must be completed in the Company's Admin tool.
Add a Goods & Services Tax (GST) to a Budget 1       icon-mindtouch-table-check.png
Add a Partial Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply Advanced Forecasting Curves       icon-mindtouch-table-check.png
Apply the View, Snapshot, Group, and Filter Options on a Budget View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report 2       icon-mindtouch-table-check.png
Create a Custom Financial Line Items Report to Compare Budget Snapshots This task must be completed in the Reports tool.
Delete a Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Budget     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Export Budget Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import a ProEst Estimate for the Budget SOV  3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Installed Production Quantities for the Labor Productivity Cost Budget View       icon-mindtouch-table-check.png
Lock a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Read a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve a Budget from ERP Integrations Before Acceptance tool-icon_erp-integrations_web-company-level.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set up a Budget in a New Procore Project     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w50.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Budget View for Custom Reporting This task must be completed in the Company Admin tool.
Set Up a New Budget View This task must be completed in the Company Admin tool.
Set Up a New Forecasting View This task must be completed in the Company Admin tool. 
Unlock a Budget       icon-mindtouch-table-check.png
Unlock a Budget with Budget Modifications       icon-mindtouch-table-check.png
Use the 'Forecast to Complete' Feature     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Change Detail for a Budget Line Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Reports  4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter the Change History of the Budget       icon-mindtouch-table-check.png
Void Budget Changes     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 This task also requires 'Admin' permissions on the project's Client Contracts, Funding, or Prime Contracts tool. 

2 Also requires 'Admin' permissions on the Company level Reports tool.

3 These steps require that your company has enabled the ProEst by Procore integration.  

4 The Reports tool must be an active Project Tool. See Add and Remove Project Tools

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Change Events

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

icon-mindtouch-table-mobile.png - Denotes an action that is supported by Procore for Android or Procore for iOS.

Task None Read Only Standard Admin
Add a Change Event Line Item to an Unapproved Commitment 1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Prime Potential Change Order  1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Commitment Change Order 1       icon-mindtouch-table-check.png
Add a Related Item to a Change Event       icon-mindtouch-table-check.png
Configure Advanced Settings: Change Events       icon-mindtouch-table-check.png
Create a Commitment Change Order from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event from an RFI  1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Potential Change Order from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Prime Contract Change Order from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Prime Potential Change Order from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order from a Change Event 1       icon-mindtouch-table-check.png
Create a Subcontract from a Change Event 1       icon-mindtouch-table-check.png
      icon-mindtouch-table-check.png
Create RFQs from a Change Event 1       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification from a Change Event 1

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Change Event 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Event 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Schedule of Values Line Item to a Change Event 1       icon-mindtouch-table-check.png
Record Changes to Production Quantities in a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an RFQ on Behalf of a Collaborator 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Deleted Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review RFQ Responses   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Apply Filters to the Change Events Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Quote as a Collaborator 5     icon-mindtouch-table-check.png  
View a Change Event   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter RFQs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Void a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 These tasks also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.

 2 Users with 'Standard' permission can only delete the change events they create.

 3 Users with 'Standard' permission can only edit the change events they create.

 4 Users also need 'Standard' or 'Admin' level permissions on the Commitments tool.  

 5 Collaborators can submit a quote only if they receive an RFQ email notification. To be eligible to receive an email, the collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool and designated as the 'Assignee' on the RFQ. For details, see Assign and Send an RFQ to a Collaborator and Submit a Quote as a Collaborator.

 

 

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Change Orders

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

Task None Read Only Standard Admin
Add a Related Item to a Commitment Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve or Reject Commitment Change Orders 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Change Orders       icon-mindtouch-table-check.png
Create a PDF of a Change Order   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order 2       icon-mindtouch-table-check.png
Email Forward a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change Orders 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To perform this task as a user with 'Standard' level permissions on the Change Orders tool, you must be the 'Designated Reviewer' on the change order. See Create a Commitment Change Order.

2 Users with 'Admin' level permissions on the project's Change Orders tool must be granted additional tool permissions: (1) To edit a Commitment Change Order (CCO), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Prime Contract Change Order (PCCO), 'Admin' level permissions on the project's Prime Contracts tool. Additional factors may also apply. For details, see Edit a Change Order.  

Users with 'Read Only' or 'Standard' level permissions on the project's Change Orders tool can view change orders for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

4 Users with 'Admin' level permissions to the project's Change Orders tool can also view change orders for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Prime Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Change Orders Tool       icon-mindtouch-table-check.png

 

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Commitments

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Line Item to a Commitment's Schedule of Values       icon-mindtouch-table-check.png
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add a Related Item to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Add a Related Item to a Commitment Change Order       icon-mindtouch-table-check.png
Add Financial Markup to Commitment Change Orders       icon-mindtouch-table-check.png
Add Invoice Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add Invoice Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Approve and Sign a Subcontract N/A N/A N/A N/A
Change the Privacy Settings for a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Complete a Commitment Change Order with DocuSign® 2,8       icon-mindtouch-table-check.png
Configure Settings: Commitments       icon-mindtouch-table-check.png
Configure the Default Privacy Settings for New Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Change Order Tiers       icon-mindtouch-table-check.png
Create a Change Order Request for a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Change Order       icon-mindtouch-table-check.png
Create a Commitment Potential Change Order from a Change Event 9     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontractor Invoice for the Release of Retainage 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact (Legacy) 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 4 erp-integration.png       icon-mindtouch-table-check.png
Delete a Subcontractor Invoice  10     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Purchase Order (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Subcontract (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System erp-integration.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings Tab on a Commitment       icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Financial Markup on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Enable Retainage on a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Sliding Scale Retention Rules on a Commitment's Invoices       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Export a Commitment Change Order to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment 5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitments List 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Payment Schedule       icon-mindtouch-table-check.png
Import Commitment SOV Line Items from a CSV File   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Review a Subcontractor SOV for a Commitment       icon-mindtouch-table-check.png
Review Invoices as a Subcontractor 1     icon-mindtouch-table-check.png  
Review Subcontractor Invoices as an Admin       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Search for and Apply Filters to Commitments icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment Change Order to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool 1, 6   icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
View a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Inclusions/Exclusions for Subcontracts icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.png

1 To perform this task, downstream collaborators should be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment

2 Also requires a DocuSign© account.

3  Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Purchase Order or Subcontract

4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.  

5 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See SOV Items' check box is enabled.

6 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

7 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list. 

8 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

9 Users with 'Standard' level permissions on the project's Commitments tool can create PCOs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PCOs' configuration must be selected.

10 The invoice must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.

 

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Coordination Issues

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

Task None Read Only Standard Admin
Add or Manage Comments on a Coordination Issue   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Associate a Model with a Procore Project       icon-mindtouch-table-check.png
Close a Coordination Issue       icon-mindtouch-table-check.png
Create a Coordination Issue     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Download the Procore Plugin for Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Elevate a Coordination Issue to an RFI     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Export a List of Coordination Issues     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Coordination Issues from a BCF File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Viewpoints to the Coordination Issues Tool       icon-mindtouch-table-check.png
Mark a Coordination Issue as Complete     icon-mindtouch-table-check.png3  
Move a Coordination Issue to an Observation       icon-mindtouch-table-check.png6
Reassign a Coordination Issue     icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5
Reassociate a Model with a Procore Project       icon-mindtouch-table-check.png
Reopen a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Save NWD with all Coordination Issues as Viewpoints      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Coordination Issue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Activity Feed of a Coordination Issue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Coordination Issues Dashboard   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users will also need 'Standard' or 'Admin' permissions on the RFIs tool.

 2 'Standard' users can only edit, reopen, and delete coordination issues that they created.

 3 'Standard' users can only mark a coordination issue as complete if they are listed as the Assignee.

 4  Users can only edit or delete comments that they have added.

 5  Users can only reassign a coordination issue to another user if they are currently listed as the Assignee on the issue. However, 'Admin' users can change the assignee for a coordination issue by editing the Assignee field on the issue. See Edit a Coordination Issue.

 6  Users will also need 'Standard' or 'Admin' permissions to the project's Observations tool. 

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Correspondence

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to a Correspondence Item     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Archive a Correspondence Item       icon-mindtouch-table-check.png
Change the Status of a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Complete a Correspondence Item with DocuSign®       icon-mindtouch-table-check.png
Configure Advanced Settings: Correspondence       icon-mindtouch-table-check.png
Create a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link a New Correspondence Item from a Correspondence Response   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Customize the Column Display in the Correspondence Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a List of Correspondence Items   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Correspondence Item on a Drawing   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Perform Bulk Actions on Correspondence Items       icon-mindtouch-table-check.png
Respond to a Correspondence Item    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search, Sort, and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 Users with 'Read Only' level permissions and the necessary granular permissions on a correspondence type can perform this task for correspondence items that they created.

Users with 'Standard' level permissions on a correspondence type can perform this task for correspondence items that they created.

Users will need additional permissions depending on the new item's tool.

Users will need additional permissions on the project's Drawings tool.

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Crews

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.

Action None Read Only Standard Admin Notes

Add a Worker

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have the following permissions for the project's Directory Tool to take this action:
    • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
    • 'Admin' level permissions
  • Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.

Create a Crew

 Web     iOS     Android

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

Delete a Crew 

 Web

      icon-mindtouch-table-check.png  

Edit a Crew

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.

Edit a Worker

 Web     iOS     Android

      icon-mindtouch-table-check.png

Users must also have the following permissions for the project's Directory Tool to take this action:

  • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
  • 'Admin' level permissions

Remove a Worker

 Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permissions on project's Directory tool to take this action.

Search Crews

 Web

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

Search for a Worker

 Web

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

View a Crew

 Web     iOS     Android

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

View a Worker

 Web     iOS     Android

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

 

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Daily Log

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 Daily Log tool?

 

Action None Read Only Standard Admin Notes

Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have 'Read Only' level permissions to the Photos tool to take this action.
  • Users with 'Admin' level permissions can view photos marked as 'private'.

Add a Related Item to a Daily Log Entry

 Web

      icon-mindtouch-table-check.png  

Approve Any Daily Log Entry Created by Collaborators

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Approve Copied Daily Log Entries Created by Collaborators

 Web     iOS     Android

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

Configure Advanced Settings: Daily Log

 Web

      icon-mindtouch-table-check.png  

Copy a Daily Log

 Web     iOS     Android

      icon-mindtouch-table-check.png On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Create a Daily Log Entry from the Calendar View     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Accident Log Entries

 Web     iOS     Android

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

Create Call Log Entries

 Web     iOS     Android

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

Create Daily Construction Report Log Entries

 Web     iOS     Android

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

Create Daily Construction Report Log Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

 

Create Daily Log Entries as a Collaborator 

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.

Create Delay Entries

 Web     iOS     Android

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

Create Delivery Entries

 Web     iOS     Android

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

Create Delivery Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
     

Create Dumpster Entries

 Web     iOS     Android

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

Create Equipment Entries

 Web     iOS     Android

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

Create Inspection Entries

 Web     iOS     Android

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

Create Manpower Entries

 Web     iOS     Android

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

Create Manpower Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 

Create Note Entries

 Web     iOS     Android

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

Create Note Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.
  • This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

Create Observed Weather Entries

 Web     iOS     Android

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

Create Plan Revision Entries

 Web     iOS     Android

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

Create Productivity Entries

 Web     iOS     Android

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

Create Quantity Entries

 Web     iOS     Android

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

Create Safety Violation Entries

 Web     iOS     Android

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

Create Scheduled Work Entries

 Web     iOS     Android

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

Create Timecard Entries for Any User

 Web     iOS     Android

      icon-mindtouch-table-check.png

 

Create Timecard Entries for Yourself

  Web     iOS     Android

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

Users with 'Standard' level permissions must also be marked as an employee of your company.

Create Visitor Entries

 Web     iOS     Android

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

Create Pending Visitor Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.

Create Waste Entries

 Web     iOS     Android

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

Create a Change Event from a Daily Log Entry

 Web

         

Create a Custom Report from the Daily Log

 Web

         

Delete Any Daily Log Item

 Web     iOS     Android

      icon-mindtouch-table-check.png Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log.

Delete a Daily Log Item You Created

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png

Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log.

Delete a Daily Log Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be deleted after they are approved by a Daily Log Admin.

 

Delete Related Items from Daily Log Entries

 Web

      icon-mindtouch-table-check.png  

Edit Any Daily Log Item

 Web     iOS     Android

      icon-mindtouch-table-check.png On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.

Edit a Daily Log Item You Created

 Web     iOS     Android

   

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png  

Edit a Daily Log Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be edited after they are approved by a Daily Log Admin.

Email a Daily Log

 Web     iOS     Android

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

Enter Logs for a Previous Day

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can also be performed on mobile.

Export a Daily Log as PDF

 Web

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

Mark a Daily Log as Complete

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reopen a Daily Log

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Resubmit a Daily Log Entry as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Search and Filter Daily Logs

 Web

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

Search and Filter Daily Log Entries You Created as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Upload Photos to the Daily Log

 Web

         

Upload Photos to the Daily Log from the Photos Tool

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' permissions or higher on the project's Photos tool.

View and Attach Files to a Daily Log

 iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.

View Any Daily Log Items

 Web     iOS     Android

  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png
  • This excludes the ability to view the change history log. See below for more details about the View Change History Log permission .
  • Users with a 'Collaborator Entry Only' granular permission can only view their daily log items. 

View Your Daily Log Items as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.

View Daily Log Items by Users at your Company as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company
  The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Daily Log configuration settings.

View Change History Log 

 Web

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

View Daily Log Notes Report

 Web

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

Users also need 'Read Only' level permissions or higher on the project's Reports tool.

View Daily Logs in the Calendar View

 Web     iOS     Android

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

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Direct Costs

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Configure Advanced Settings: Direct Costs       icon-mindtouch-table-check.png
Create a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Email a Direct Cost     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable the Direct Costs Tool       icon-mindtouch-table-check.png
Export Direct Costs to CSV or PDF    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Direct Costs     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search for and Apply Filters to Direct Costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Views in the Direct Costs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Directory (Project 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 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 level Directory tool?

 Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.
Action None Read Only Standard Admin Notes

Add a Company to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Distribution Group to the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Add a Contact to your Device

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline.

Add a Phone Calls Entry from the Directory 

 iOS     Android

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

Add a User Account to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add Project Insurance to a Company Record in the Project Directory

 Web

      icon-mindtouch-table-check.png  

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

 Web

 

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission.
  • Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies to a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Configure the Project Team on the Project Home Page

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory

 Web

      icon-mindtouch-table-check.png  

Create a Project Specific Permissions Template from the Project 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  

Delete a Distribution Group from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Download vCard for a User Account in the Project Directory

 Web

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

Edit a Company in the Project Directory

 Web     Android

 

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 Distribution Group

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Edit an Active Account in the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Email Forward Contact Information 

 Android

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

Enable Schedule Notifications for a User on a Project

 Web

      icon-mindtouch-table-check.png  

Enable Weather Delay Alerts by Phone or Email

 Web

      icon-mindtouch-table-check.png  

Export the Project Directory to CSV or PDF

 Web

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

Forward Contact Information by Email 

 Android

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

Invite or Reinvite a User to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

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

Invite a Batch of Users to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

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

Reactivate a Company in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Reactivate a User in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Remove a Company from the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Remove a User from a Project

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove Project Insurance from a Company Record

 Web

      icon-mindtouch-table-check.png  

Remove a Batch of User Accounts from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove a Batch of Companies from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

   

icon-mindtouch-table-check.png

  • Request Company and People Imports
icon-mindtouch-table-check.png  

Save Contact to Phone on a Mobile Device 

 iOS     Android

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

Search and Filter the Project Directory

 Web     iOS     Android

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

Send a Message or WhatsApp to a Contact

 iOS

      icon-mindtouch-table-check.png  

Set Bidder Information at the Project Level

 Web

      icon-mindtouch-table-check.png  

Switch Between Views in the Project Directory

 Web

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

View the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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Documents (Project 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 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 level Documents tool?

Action None Read Only Standard Admin Notes

Add a Related Item to a File

 Web

      icon-mindtouch-table-check.png  

Add or Edit a File Description

 Web

      icon-mindtouch-table-check.png  

Change Permission Settings on a Folder or File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Check In or Out a File

 Web

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

Configure Advanced Settings: Documents

 Web

      icon-mindtouch-table-check.png  

Create a Folder

  Web     iOS     Android

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

Delete Files or Folders

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files
icon-mindtouch-table-check.png  

Download a Previous Version of a File

 Web

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

Download Files and Folders

  Web     iOS     Android

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

Email Files and Folders

  Web     iOS     Android

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

 

Export Information

 Web

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

Export Object Data from a Model

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Read Only' or higher permission to the Models tool.

Manage and Set Tags for Documents

 Web

      icon-mindtouch-table-check.png  

Manage Permissions for Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Manage Who Tracks Files and Folders

 Web

      icon-mindtouch-table-check.png  

Move and Copy Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders
icon-mindtouch-table-check.png

 

Open or Edit a File in Microsoft Office 365

 Web

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

Preview a File

 Web

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

Rename a File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Rename a Folder

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Retrieve a File or Folder from the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search for and Filter Documents

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.

Sort Document Folder Contents

 Web

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

Track a Folder or File

 Web

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

Upload a New Version of a File

 Web

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

Upload Files into a Folder

 Web     iOS     Android

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

View a File in Microsoft Office 365

 Web

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

View Documents

 Web     iOS     Android

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

View a Private File or Folder

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files
icon-mindtouch-table-check.png The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders.

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Drawings

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

icon-mindtouch-table-mobile.png: Indicates an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add a Link to a Drawing icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Photos to a Drawing     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Add Punch List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png
Delete Pending Drawings       icon-mindtouch-table-check.png
Download Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Drawing Area Name       icon-mindtouch-table-check.png
Edit a Drawing Set          icon-mindtouch-table-check.png
Edit Drawings         icon-mindtouch-table-check.png
Email Drawings  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable or Disable Drawing Areas       icon-mindtouch-table-check.png
Export the Drawings Log to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Drawing Markups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link to Related Items on a Drawing  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Drawing Log       icon-mindtouch-table-check.png
Mark Drawings as Obsolete         icon-mindtouch-table-check.png
Mark Up a Drawing (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark Up a Drawing (published) icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open a Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Print Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Publish Drawings       icon-mindtouch-table-check.png
Publish Personal Drawing Markups icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reorder Drawings       icon-mindtouch-table-check.png
Review and Confirm Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search For and Filter Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subscribe to the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png3
Unsubscribe from the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png3
Upload a Drawing Sketch       icon-mindtouch-table-check.png
Upload Drawing Revisions   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Upload Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the All Drawing Sets and Revisions Report       icon-mindtouch-table-check.png
View the All Sketches Report    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Measurements Report for Drawings   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
View the Deleted Drawings Revision Report       icon-mindtouch-table-check.png
View Sketches icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Markup Activity Feed   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

Users with 'Standard' level permissions on the Drawings tool can delete published drawing markups if the 'Allow Standard level users to delete published markup' setting is enabled for the project. See Allow Users To Delete Published Markups.

3 Only users with 'Admin' permissions can subscribe or unsubscribe other users to the Drawings tool.

4 Users can only see their own measurements that they have added to drawings using the measurement markup tools. See Add Measurements to a Drawing.

 

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Emails

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

Task None Read Only Standard Admin
Apply a Tag to an Email       icon-mindtouch-table-check.png
Archive an Email       icon-mindtouch-table-check.png
Configure Advanced Settings: Emails       icon-mindtouch-table-check.png
Create a Tag to Filter Emails       icon-mindtouch-table-check.png
Create an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an Email as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Email       icon-mindtouch-table-check.png
Delete a Tag from the Emails Tool       icon-mindtouch-table-check.png
Filter Emails by Tag   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Email Signature to Procore Emails   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark an Email as Private or Public     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Mark an Email as Spam       icon-mindtouch-table-check.png
Remove a Tag from an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reply to an Email Sent from the Emails Tool icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Restore an Archived Email       icon-mindtouch-table-check.png
Retrieve an Email from the Recycle Bin       icon-mindtouch-table-check.png
Search Emails in the Emails Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an Inbound Email to the Project's Emails Tool icon-mindtouch-table-check.png2      
Set Up Your Outbound Email Signature   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unmark an Email as Spam       icon-mindtouch-table-check.png
View All Emails in the Emails Tool       icon-mindtouch-table-check.png

1  Users with 'Standard' permissions to the Emails tool can make an email private or public if they created it.

2  Anyone who knows the exact inbound email address for the project can send an email to the Emails tool, regardless of whether they are a project user in Procore. See Send An Inbound Email to the Project's Emails Tool.

3 The ability to set up an email signature is available under your name in the upper right corner of the Procore web application under 'My Settings'. 

4 Procore permissions are not required for a person to reply to an email using an email client outside of Procore. However, only 'Standard' and 'Admin' level users can use the reply function within the Emails tool in Procore.  

 

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Estimating

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.

Action None Read Only Standard Admin Notes

Add 3D Model Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add 3D Model Takeoffs Using Auto-Mapping

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add an Estimate

 Web

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

Add and Manage Internal Notes in a Bid Board Project

 Web

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

Add and Manage Tasks in a Bid Board Project

 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 Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add a Change Order for an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Assign a Budget Code from an Estimate

 Web

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

Configure Estimating 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  

Copy or Move a Group to Another Estimate

 Web

      icon-mindtouch-table-check.png  

Copy a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Copy Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Create a Prime Contract from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Delete Documents from a Bid Board Project

 Web

    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 Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Delete Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Download Documents from a Bid Board Project

 Web

  icon-mindtouch-table-check.png 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  

Edit an Estimate

 Web

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

Edit Custom Fields for a Bid Board Project

 Web

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

Edit Customer Information for a Bid Board Project

 Web

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

Edit the Estimate Overview for a Bid Board Project

 Web

    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 Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Export a Bid

 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  

Generate a Bid Proposal

 Web

    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 Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Merge Estimates

 Web

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

Move Takeoff Layers to a New Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Rename a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Respond to a Bid Invitation

 Web

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

Run Automated Area Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Search for Model Objects in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Send a Change Order to the Change Events Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Send an Estimate to the Budget

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Set the Drawing Scale for Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Show or Hide Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Split Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Upload Documents from a Bid Board Project

 Web

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

View 3D Models in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

 

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Forms

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

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application. 

Forms Tool

Task None Read Only Standard Admin
Configure Advanced Settings: Forms       icon-mindtouch-table-check.png
View a Form  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Search for and Filter Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email a Form  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Forms List to a CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Project Level Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Fill Out a Form icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Project Level Form  icon-mindtouch-table-mobile.png    
icon-mindtouch-table-check.png2
icon-mindtouch-table-check.png
Delete a Project Level Form  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Retrieve a Project Level Form from the Recycle Bin       icon-mindtouch-table-check.png

'Standard' users can view forms marked as private that they have created.

'Standard' users can edit forms they have created.

Admin Tool (Company Level)

Task None Read Only Standard Admin
Create a Company Level Form Template       icon-mindtouch-table-check.png
Delete a Company Level Form Template       icon-mindtouch-table-check.png

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Home

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

Note: Users with 'Admin' permission to the project's Home tool can send announcements from Procore's mobile app on iOS and Android. See Announcements.

Task None Read Only Standard Admin
Add a Project Photo to the Home Page This is set in the Project level Photos Tool.
Add Favorites to the Project Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add, Modify, and Remove Project Home Links       icon-mindtouch-table-check.png
Add the Project Team to the Project Home Page       icon-mindtouch-table-check.png
Change the Project Address This is updated in the Project level Admin Tool.
Change Your Login ID Email Address for Your Procore User Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Project Home       icon-mindtouch-table-check.png
Edit My Account Settings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open Items from the Project Overview in the Project's Home page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rearrange Your Project Level Navigation Bar       icon-mindtouch-table-check.png
Set Up a Persistent Project Message for the Home Page       icon-mindtouch-table-check.png
Show or Hide Project Weather on the Project Home Page       icon-mindtouch-table-check.png
View the Home Page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Project Weather on the Home Page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Recently Changed Items on a Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Incidents

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

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Related Item to an Incident       icon-mindtouch-table-check.png
Add an Environmental Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add an Injury/Illness Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Near Miss Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Property Damage Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Close an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Configure Advanced Settings: Incidents       icon-mindtouch-table-check.png
Create an Incident     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Incident       icon-mindtouch-table-check.png
Delete an Incident Record       icon-mindtouch-table-check.png
Edit a Near Miss Record     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Edit an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Edit an Injury/Illness Record     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Email Incidents     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export Incidents as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an Incident From the Recycle Bin       icon-mindtouch-table-check.png
View an Incident   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Standard' users can edit assets in incidents that they create.

'Standard' users can only email incidents that they create.

 

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Inspections (Project 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 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 level Inspections tool?

Action None Read Only Standard Admin Notes

Add a Related Item to an Inspection

 Web

      icon-mindtouch-table-check.png

 

Add Comments to an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Company Level Inspection Templates to Your Project 

 Web

      icon-mindtouch-table-check.png

 

Add Attachments to Inspection Items

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Signers to an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Close an Inspection You Created

 Web

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

Close Any Inspection

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Inspections

 Web

      icon-mindtouch-table-check.png  

Create an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create an Observation from an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • Users must also have 'Standard' level permission or higher on the Observations tool to take this action.
  • On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Delete an Inspection

 Web

      icon-mindtouch-table-check.png  

Create an Inspection Schedule

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Schedules
check-green2.png icon-mindtouch-table-check.png  

Delete an Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection You Created

 Web     iOS     Android

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

On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit Any Inspection

 Web     iOS     Android

      icon-mindtouch-table-check.png

On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Edit a Project Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection Schedule

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Schedules
check-green2.png icon-mindtouch-table-check.png  

Email Inspections

 Web     iOS     Android

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

Export an Individual Inspection

 Web

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

Perform an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Retrieve an Inspection From the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

Sign an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

View Project Level Inspections

 Web     iOS     Android

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

View the Activity Feed of Items in an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

View Change History of an Inspection 

 Web

      icon-mindtouch-table-check.png  

View Signatures on an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

 

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Instructions

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

Task None Read Only Standard Admin
Add a Related Item to an Instruction       icon-mindtouch-table-check.png
Add the Instructions Tool to a Project       icon-mindtouch-table-check.png1
Configure Advanced Settings: Instructions       icon-mindtouch-table-check.png
Create an Instruction from an RFI     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Create and Issue an Instruction     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit and Re-Issue an Instruction     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Email an Instruction       icon-mindtouch-table-check.png
Export an Instruction   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Instructions List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Instruction       icon-mindtouch-table-check.png
Retrieve an Instruction from the Recycle Bin       icon-mindtouch-table-check.png
Set User Permission for the Instructions Tool       icon-mindtouch-table-check.png
Switch Between Views in the Instructions Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 You must also be your company's Procore Administrator. 

2  You must also have access to the RFI and 'Read Only' level permissions or higher on the project's RFIs tool.

3  Users with 'Standard' permissions can only edit instructions that they have created.

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Invoicing

User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool. 

Invoicing

Task None Read Only Standard Admin
Bulk Edit Subcontractor Invoice Status with the Invoicing Tool       icon-mindtouch-table-check.png 1
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool       icon-mindtouch-table-check.png 1
Compile Subcontractor Invoice Backups with the Invoicing Tool       icon-mindtouch-table-check.png 1
Configure Settings: Invoicing       icon-mindtouch-table-check.png 1
Create Automatic Billing Periods       icon-mindtouch-table-check.png 1
Create Manual Billing Periods       icon-mindtouch-table-check.png 1
Create a Subcontractor Schedule of Values (SSOV)   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Edit Billing Periods       icon-mindtouch-table-check.png 1
Manage Billing Periods       icon-mindtouch-table-check.png 1
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2  

1 To perform this task from the project's Invoicing tool, you must be an invoice administrator.   

2 To perform this task, you must have the permissions designated in the tutorial, and you must be an invoice contact. By default, invoice contacts are added to the 'Private' list of a commitment. 

Prime Contracts

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

Task None Read Only Standard Admin
Create a Owner Invoices        icon-mindtouch-table-check.png
Create a Record for a Payment Received       icon-mindtouch-table-check.png
Delete Owner Invoices       icon-mindtouch-table-check.png
Edit Owner Invoices       icon-mindtouch-table-check.png
Email Owner Invoices       icon-mindtouch-table-check.png
Export Owner Invoices       icon-mindtouch-table-check.png
View a Summary Preview of an Owner Invoice       icon-mindtouch-table-check.png

Commitments

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

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as an Invoice Contact   icon-mindtouch-table-check.png 4    
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add Invoice Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Add Invoice Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Invoice on Behalf of an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a New Subcontractor Invoice as an Invoice Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Invoice for Release of Retainage     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create a Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Delete a Subcontractor Invoice     icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Forward a Subcontractor Invoice by Email     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Review a Subcontractor Invoice as an Invoice Administrator       icon-mindtouch-table-check.png
Review Invoice Line Items as an Invoice Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit a Subcontractor Invoice as an Invoice Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Invoice Contact       icon-mindtouch-table-check.png
Set or Release Retainage on a Subcontractor Invoice     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Invoice as an Invoice Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Invoice Contact on the commitment. See What is an invoice contact?

2 To perform this task, downstream collaborators should be designated as an invoice contact on the commitment. See What is an invoice contact?

3 To perform this task and to release retainage during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an invoice contact on the commitment. See What is an invoice contact? To set retainage, you must be a user with 'Admin' level permissions on the Commitments tool.  

4 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract.

5 To perform this task, you must have the permissions designated in the tutorial, and your user account must be designated as an invoice contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

6 The invoice must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it. 

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Meetings

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 level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

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

Add a Related Item to a Meeting

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

icon-mindtouch-table-check.png

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

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

Forward a Meeting by Email

 Web

 

icon-mindtouch-table-check.png

  • Email Meeting

icon-mindtouch-table-check.png

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

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

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

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

View Previous Minutes

 Web

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

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png  

 

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Models

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.

 Note
'Standard' level permission does not exist for the Models tool.
Action None Read Only Standard Admin Notes

Add a Section Box to a Model

 Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Associate a Model with a Procore Project

 Web

      icon-mindtouch-table-check.png  

Create a Coordination Issue in the Model Viewer

  Web     iOS     Android

      icon-mindtouch-table-check.png Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool.

Create an Observation in the Model Viewer

  iOS

         

Delete a Model

 Web

      icon-mindtouch-table-check.png

 

Download the Procore Plugin for the Models Tool

 Web

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

Edit Information for a Model

  Web

      icon-mindtouch-table-check.png  

Edit a Coordination Issue in the Model Viewer

  Web

      icon-mindtouch-table-check.png Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool.

Measure Distances on a Model

  Web     iOS     Android

         

Publish a Model to Procore

  Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Publish a New Version of a Model

  Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Reassociate a Model with a Procore Project

  Web

      icon-mindtouch-table-check.png  

Search for and Filter Coordination Issues in the Model Viewer

  Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Coordination Issues tool.

Search for and Sort Models

  Web

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

Use the Section Tool on a Model

  Web     iOS     Android

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

View a Model

  Web     iOS     Android

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

View the Version History of a Model

  Web

      icon-mindtouch-table-check.png  

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Observations

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

icon-mindtouch-table-mobile.png: Denotes an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Comment to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to an Observation        icon-mindtouch-table-check.png
Add Project Level Observation Types       icon-mindtouch-table-check.png1
Bulk Edit Observations       icon-mindtouch-table-check.png
Bulk Delete Observations       icon-mindtouch-table-check.png
Bulk Retrieve Observations       icon-mindtouch-table-check.png
Respond to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png
Close an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png
Configure Advanced Settings: Observations       icon-mindtouch-table-check.png
Customize the Column Display in the Observations Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Create an Observation from an Inspection     icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png
Delete an Observation        icon-mindtouch-table-check.png
Delete Project Level Observation Types       icon-mindtouch-table-check.png1
Edit Project Level Observation Types       icon-mindtouch-table-check.png1
Edit an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
Email Observations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Observations as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Can Be Included on the Distribution List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reject an Observation       icon-mindtouch-table-check.png
Respond to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Retrieve an Observation from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Observations  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Status of an Observation   icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png
View the Activity Stream of an Observation  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Observations  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png+6 icon-mindtouch-table-check.png
View Observations by Type  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Company level Observation Types are managed at the Company level Admin tool. See Permissions.

When a 'Standard' user is the creator of an observation line item, the user will have the ability to change the status, close, and leave a comment. When a 'Standard' user is the assignee, the user can change the status to Initiated or Ready for Review. When a 'Standard' user is not the assignee on an observation, that user can view the activity stream and leave a comment. However, that user cannot view or change the status options.

'Standard' users can only assign observations to an 'Admin' user unless they have been granted the granular permission 'Can Assign Standard Users to Observations', which allows them to assign observations to another 'Standard' user.

4 'Standard' users can edit observations they have created.

'Read only' users can view observations that are not marked private. 'Read only' users can view private observations if included on the distribution list.

6 'Standard' users can view observations if they created the item or if the item is not marked private. 'Standard' users can view private observations if they created the item, set as the assignee, or are on the distribution list.

7 'Standard' users will also need 'Standard' permission to the Inspections tool.

8 'Read Only' and 'Standard' users with the granular permission to 'Update Status and Comment on Observations Assigned to Users within Same Company' can only update the status to 'Ready for Review'.

 

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Photos

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

icon-mindtouch-table-mobile.png: Denotes an action supported in Procore's iOS and/or Android application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Comment to a Photo icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Description to a Photo icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Bulk Edit Photos     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Configure Advanced Settings: Photos       icon-mindtouch-table-check.png
Create a Photo Album icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Photo Album   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Photos icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Download Photos icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email Photos (Inbound) icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email Photos (Outbound)  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Photo as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Find Starred (Favorited) Photos       icon-mindtouch-table-check.png
Mark a Photo as Private       icon-mindtouch-table-check.png
Mark an Album as Private       icon-mindtouch-table-check.png
Move Photos       icon-mindtouch-table-check.png
Rename an Album icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Reorder a Photo Album   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve a Photo from the Recycle Bin       icon-mindtouch-table-check.png
Rotate Photos icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Search and Filter Photos icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set a Project Photo       icon-mindtouch-table-check.png
Set Photo Location     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Star a Photo       icon-mindtouch-table-check.png
Subscribe to Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Photos  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Photos icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Private Photos  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png 

1 Users with 'Standard' level permissions on the project's Photos tool may only bulk edit photo descriptions.

 

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Prime Contracts

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Financial Markup to Prime Contract Change Orders       icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve a Prime Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Prime Contract       icon-mindtouch-table-check.png
Create Change Order Request       icon-mindtouch-table-check.png
Create Payment Received for a Prime Contract       icon-mindtouch-table-check.png
Create Owner Invoices        icon-mindtouch-table-check.png
Create a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Change Order for a Prime Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Prime Contract Change Order       icon-mindtouch-table-check.png
Create Schedule of Values (SOV) from the Budget       icon-mindtouch-table-check.png
Delete a Prime Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract       icon-mindtouch-table-check.png
Edit a Prime Contract 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Prime Contract       icon-mindtouch-table-check.png
Email Owner Invoices        icon-mindtouch-table-check.png
Email a Potential Change Order for a Prime Contract       icon-mindtouch-table-check.png
Email Prime Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Prime Contract       icon-mindtouch-table-check.png
Export Owner Invoices       icon-mindtouch-table-check.png
Export a Prime Contract 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Prime Contract Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Prime Contract CSV       icon-mindtouch-table-check.png
Remove a Change Order from a Prime Contract       icon-mindtouch-table-check.png
Delete a Prime Contract Change Order       icon-mindtouch-table-check.png
Search for and Add Filters to Prime Contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up a Prime Contract       icon-mindtouch-table-check.png
View Prime Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Prime Contract       icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Prime Contract.

2 Users with 'Read Only' and 'Standard' level permissions can only view a prime contract that is private if they have been added to the 'Private' drop-down list on the prime contract.

3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF. 

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Punch List

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

icon-mindtouch-table-mobile.png: Denotes an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Attachments to a Punch List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Punch List Items     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Punch List Item to a 'Standard' or 'Admin' Level User  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Assign a Punch List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Punch List Item 3  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Punch List       icon-mindtouch-table-check.png
Customize the Column Display in the Punch List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Punch Item Template       icon-mindtouch-table-check.png
Create a Punch List Item 2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Punch Item Template Category at the Project Level       icon-mindtouch-table-check.png
Deactivate a Punch Item Template on a Project       icon-mindtouch-table-check.png
Delete a Punch Item Template Category at the Project Level       icon-mindtouch-table-check.png
Delete a Punch Item Template from a Project       icon-mindtouch-table-check.png
Delete a Punch List Item        icon-mindtouch-table-check.png
Edit a Punch List Item 6  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Punch Item Template Category at the Project Level       icon-mindtouch-table-check.png
Export Punch List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Punch List Log as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Punch List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Punch List Items 7       icon-mindtouch-table-check.png
Respond to a Punch List Item 4, 1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve Deleted Punch Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Punch List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Notify Assignees of Punch List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Punch List Item 5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Punch List Item       icon-mindtouch-table-check.png
View Private Punch Items Assigned to User Within the Same Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Punch Item Manager, Assignee, or Final Approver, or if they have been granted the granular permission "Respond to Punch Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a punch list item. However, 'Standard' level users who have been granted permission to act as a Punch Item Manager can list other 'Standard' level users as the 'Assignee' on a punch list item.

'Standard' level users can only close punch list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Punch Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Punch Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private punch list items after they have been sent to the Assignee.

Users with 'Standard' permissions can only perform this action for items they created.

This task also requires 'Admin' permissions on the project's Admin tool and 'Standard' permissions on the project's Directory tool.

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Reports (Project Level)

Permissions are separated into Custom Reports and Enhanced Reporting sections

Custom Reports

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

General Tasks None Read Only Standard Admin
Add a Visual to Custom Reports       icon-mindtouch-table-check.png
Configure Advanced Settings: Reports       icon-mindtouch-table-check.png
Create a Custom Project Report     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Delete a Custom Project Report     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Share a Custom Project Report       icon-mindtouch-table-check.png
Project Reports None Read Only Standard Admin
View Cost Code Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Assignment Report       icon-mindtouch-table-check.png 3
View User Sessions Reports       icon-mindtouch-table-check.png 3
View Outbound Emails Report       icon-mindtouch-table-check.png
View RFI Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Submittal Approvers' Response Time   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Punch List Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Vendor Insurance Report   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
View Watch Folders Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Labor Budget to Actual Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Field Production Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Timecard Reports   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
Financial Reports None Read Only Standard Admin
Create a Custom Financial Line Items Report to Compare Budget Snapshots       icon-mindtouch-table-check.png
View Budget Modifications Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Budget Detail Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Buyout Summary Report   icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6
View Overdue Prime Contract Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Committed Cost Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Overdue Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Subcontractor Invoices by Date   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Unexecuted Prime Contract Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Prime Potential Change Order Report By Change Reason   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Monitored Resources Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
Schedule Reports None Read Only Standard Admin
View All Schedule Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daily Log Reports None Read Only Standard Admin
View All Daily Log Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To create a custom report, user with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 

2 Users can only delete the reports they created.

3 To view project reports, users may also need additional permissions on the project tool associated with the report data. See View a Report.

4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.

5 To view budget reports, users also need 'Read Only' permissions or higher on the project's Budget tool. See View Budget Reports

6 To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports

Enhanced Reporting

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

General Tasks None Read Only Standard Admin
View a Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Clone a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

 

Field Group Source Tool None Read Only Standard Admin
Actual Production Quantities Budget OR Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Change Adjustment Line Items Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Changes Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Code N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Line Item Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Modification Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Workflow Responses Budget       icon-mindtouch-table-check.png
Budget Workflow Steps Budget       icon-mindtouch-table-check.png
Budgeted Production Quantities

Budget OR Timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Line Item Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Production Quantity Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Commitment Commitments       icon-mindtouch-table-check.png
Commitment Change Order Commitments       icon-mindtouch-table-check.png
Commitment Change Order Line Item Commitments       icon-mindtouch-table-check.png
Commitment Change Order Markup Commitments       icon-mindtouch-table-check.png
Commitment Change Order Request Commitments       icon-mindtouch-table-check.png
Commitment Change Order workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Change Order workflow steps Commitments       icon-mindtouch-table-check.png
Commitment Line Item Commitments       icon-mindtouch-table-check.png
Commitment Potential Change Order Commitments       icon-mindtouch-table-check.png
Commitment Workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Workflow Steps Commitments       icon-mindtouch-table-check.png
Company (Vendor) - used in company reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company (Vendor) - used in project reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Global Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Project Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Crew Crews   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Line Item Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribution List RFI       icon-mindtouch-table-check.png
Employees Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
ERP Job Costs Summary Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Instructions Instructions       icon-mindtouch-table-check.png
Labor Productivity

Budget OR timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Labor Productivity: Budget Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Location N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Monitored Resource Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Owner Invoice Prime contracts       icon-mindtouch-table-check.png
Owner Invoice Line Item Prime contracts       icon-mindtouch-table-check.png
Prime Contract Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Line Item Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Markup Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Request Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Workflow Responses Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Workflow Steps Prime contracts       icon-mindtouch-table-check.png
Prime Contract Line Item Prime contracts       icon-mindtouch-table-check.png
Prime Contract Potential Change Order Prime contracts       icon-mindtouch-table-check.png
Prime Potential Change Order Production Quantity Prime contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Prime Workflow Responses Prime contracts       icon-mindtouch-table-check.png
Prime Workflow Steps Prime contracts       icon-mindtouch-table-check.png
Project N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Project Roles N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Response Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
RFI RFI       icon-mindtouch-table-check.png
RFI Assignee RFI       icon-mindtouch-table-check.png
RFI Question RFI       icon-mindtouch-table-check.png
RFI Response RFI       icon-mindtouch-table-check.png
Specifications Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sub Invoice Workflow Responses Commitments       icon-mindtouch-table-check.png
Sub Invoice Workflow Steps Commitments       icon-mindtouch-table-check.png
Subcontractor Invoice Commitments       icon-mindtouch-table-check.png
Subcontractor Invoice Line Item Commitments       icon-mindtouch-table-check.png
T&M Ticket T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
T&M Ticket Equipment T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
T&M Ticket Labor T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
T&M Ticket Material T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Timecard Entry Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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RFIs

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to an RFI        icon-mindtouch-table-check.png
Add Assignees to an RFI as an Assignee on an RFI     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Choose an "Official Response" for an RFI   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Close an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Configure Settings: RFIs       icon-mindtouch-table-check.png
Create a Potential Change Order from an RFI       icon-mindtouch-table-check.png 3
Create an Instruction from an RFI   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Create an RFI  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+ 5 icon-mindtouch-table-check.png
Create and View a Custom RFI Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customize the Column Display in the RFIs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Response to an RFI       icon-mindtouch-table-check.png
Delete an RFI       icon-mindtouch-table-check.png
Designate the Default RFI Manager for a Project's RFIs       icon-mindtouch-table-check.png
Edit a Custom RFI Report     icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png
Export an RFI   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the RFIs List to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2, 5 icon-mindtouch-table-check.png
Forward an RFI by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an RFI for Review     icon-mindtouch-table-check.png 7 icon-mindtouch-table-check.png 7
Perform Bulk Actions on RFIs       icon-mindtouch-table-check.png
Reopen an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Respond to an RFI    icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2, 8 icon-mindtouch-table-check.png
Resize the Column Width in the RFIs Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an RFI from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter RFIs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom RFI Report       icon-mindtouch-table-check.png
Shift the Ball in Court on a RFI    icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
View RFIs   icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png 9 icon-mindtouch-table-check.png 9 icon-mindtouch-table-check.png
View the Distribution History of a Custom RFI Report       icon-mindtouch-table-check.png

1 The user adding to the RFI's 'Assignee' list must first be designated as an 'Assignee' and must be the current Ball In Court person.

2 Users with 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on their permissions template can perform this task for RFIs that they create ('Standard' only) or that they are designated as RFI Manager for. For more information about what tasks users with this granular permission enabled on their permissions template can perform, see What tasks does the RFI Manager granular permission allow users to perform?

3 To create a Potential Change Order from an RFI, you must first complete the steps in Create an RFI, the prime contract must be in the 'Approved' status, the Change Events tool must be disabled on the project, and the Prime Contracts tool must be configured for two (2) or three (3) tier change orders. If the Change Events tool is enabled, follow the steps in Create a Change Event from an RFI instead.

4 Users with 'Read Only' or 'Standard' level permissions on the RFIs tool AND 'Standard' level permissions or higher on the Instructions tool can create instructions from RFIs that they have access to.

5 Users with 'Standard' level permission without the 'Act as RFI Manager' granular permission enabled on their permissions template can only create or edit their RFIs in the 'Draft' status.

6 Users with 'Standard' level permission can only edit the custom reports that they create.

7 Users must be designated as an Assignee for the RFI and be the current Ball In Court person to forward the RFI for review.

8 Users with 'Standard' level permission can reply to RFIs if they have been added as members of the RFI's distribution list.

9 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs for details.

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Schedule (Project 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 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 level Schedule tool?

Action None Read Only Standard Admin Notes

Add Related Items to a Scheduled Task

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Schedule

 Web

      icon-mindtouch-table-check.png  

Configure Schedule Notification Emails

 Web

      icon-mindtouch-table-check.png  

Configure the Project Level Schedule Tool for Primavera P6

 Web

      icon-mindtouch-table-check.png  

Clear an Integrated Schedule

 Web

      icon-mindtouch-table-check.png  

Create a Calendar Item

 Web

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

Create Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Create Lookaheads

icon-mindtouch-table-check.png

  • Create Lookaheads
icon-mindtouch-table-check.png  

Create Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
     

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
icon-mindtouch-table-check.png  

Delete Calendar Item

 Web

      icon-mindtouch-table-check.png  

Delete Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookaheads

icon-mindtouch-table-check.png

  • Delete Lookaheads
icon-mindtouch-table-check.png  

Delete Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks
icon-mindtouch-table-check.png  

Edit Any Calendar Item

 Web

      icon-mindtouch-table-check.png  

Edit a Calendar Item You Created

 Web

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

Edit Lookahead Task

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Export a Project Schedule

 Web

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

Request a Schedule Change

 Web

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

Search and Filter for Scheduled Tasks

 Web     iOS     Android

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

Send Recurring Project and Resource Schedules

 Web

      icon-mindtouch-table-check.png  

Update a Project Schedule File

 Web

      icon-mindtouch-table-check.png  

Update Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Update Task Completion Percentage

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Task Completion Percentage

icon-mindtouch-table-check.png

  • Update Task Completion Percentage
icon-mindtouch-table-check.png  

Upload a Project Schedule File to Procore's Web Application

 Web

      icon-mindtouch-table-check.png  

Upload an Asta Powerproject Schedule

 Web

      icon-mindtouch-table-check.png  

View a Project Schedule

 Web     iOS     Android

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

View a Scheduled Task

 Web     iOS     Android

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

View Lookahead

 Web

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

View the Change History of Lookaheads

 Web

 

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead
icon-mindtouch-table-check.png  

 

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Specifications

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 Related Item to a Specification

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Specifications

 Web

      icon-mindtouch-table-check.png  

Create a Specification Set

 Web

      icon-mindtouch-table-check.png  

Delete Pending Specification Uploads

 Web

      icon-mindtouch-table-check.png  

Delete Spec Section Revisions

 Web

      icon-mindtouch-table-check.png  

Download Specifications

 Web

      icon-mindtouch-table-check.png  

Edit Spec Sections and Divisions

 Web

      icon-mindtouch-table-check.png  

Email Specifications 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Export Specifications as a PDF or CSV

 Web

      icon-mindtouch-table-check.png  

Manage Specification Log

 Web

      icon-mindtouch-table-check.png  

Manually Create Divisions

  Web

      icon-mindtouch-table-check.png  

Manually Create Spec Sections

  Web

      icon-mindtouch-table-check.png  

Mark Specifications as Obsolete

  Web

      icon-mindtouch-table-check.png  

Review and Publish Specifications

  Web

      icon-mindtouch-table-check.png  

Search and Filter for Specifications 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Search Contextually Within Specifications 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Submittal Builder: Add Submittals

  Web

      icon-mindtouch-table-check-gp.png Users must also have 'Admin' level permission on the project's Submittals tool. 

Submittal Builder: Configure Submittal Titles

  Web

      icon-mindtouch-table-check-gp.png Users must also have 'Admin' level permission on the project's Submittals tool. 

Upload Specification Revisions

  Web

      icon-mindtouch-table-check.png  

Upload Specifications 

  Web

      icon-mindtouch-table-check.png  

View a Deleted Specifications Report

  Web

      icon-mindtouch-table-check.png  

View Report of All Specification Revisions

  Web

      icon-mindtouch-table-check.png  

View Specifications 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

View Change History for Specifications

  Web

      icon-mindtouch-table-check.png  

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Submittals

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported by Procore for Android or Procore for iOS.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to a Submittal       icon-mindtouch-table-check.png
Add a Related Item to a Submittal Package       icon-mindtouch-table-check.png
Add a Submitter and Approvers to the Submittal Workflow     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Existing Submittal to a Submittal Package       icon-mindtouch-table-check.png
Apply a Submittal Workflow Template to a Submittal       icon-mindtouch-table-check.png
Bulk Edit Submittals in a Package       icon-mindtouch-table-check.png
Change the Ball in Court on a Submittal       icon-mindtouch-table-check.png
Close a Submittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Submittals Tool       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Responses       icon-mindtouch-table-check.png
Create Custom Submittal Types Configure this setting in the Admin Tool (Company Level)
Create a Bluebeam Studio Session       icon-mindtouch-table-check.png 1
Create a Custom Submittals Report     icon-mindtouch-table-check.png 2, 4 icon-mindtouch-table-check.png3, 4
Create a New Submittal in a Submittal Package       icon-mindtouch-table-check.png
Create a Submittal   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Package   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Revision   icon-mindtouch-table-check.png+5 icon-mindtouch-table-check.png+5 icon-mindtouch-table-check.png
Customize the Column Display in the Submittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Submittal Report       icon-mindtouch-table-check.png
Delete a Submittal        icon-mindtouch-table-check.png
Delete a Submittal Package       icon-mindtouch-table-check.png
Designate the 'Default Submittal Manager' for the Submittals Tool       icon-mindtouch-table-check.png
Distribute a Submittal       icon-mindtouch-table-check.png
Distribute the Submittals in a Package       icon-mindtouch-table-check.png
Download a Submittal's Attachments  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report     icon-mindtouch-table-check.png 2, 4 icon-mindtouch-table-check.png 3, 4
Edit a Submittal    icon-mindtouch-table-check.png+6 icon-mindtouch-table-check.png+6, 7 icon-mindtouch-table-check.png
Edit a Submittal Package        icon-mindtouch-table-check.png
Edit a Submittal Response       icon-mindtouch-table-check.png
Enable Submittals Schedule Calculations       icon-mindtouch-table-check.png
Enable the Submittals Tool       icon-mindtouch-table-check.png
Export a Custom Submittals Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Submittals Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Finalize a Bluebeam Studio Session       icon-mindtouch-table-check.png 1
Forward a Submittal by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Submittal for Review     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a PDF of a Submittal in a List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Submittal    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Personal Submittal Markup Stamps     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Submittal Workflow Templates       icon-mindtouch-table-check.png
Mark a Submittal as Private        icon-mindtouch-table-check.png
Mass Review Submittals in a Package       icon-mindtouch-table-check.png
Perform Bulk Actions on a Submittal       icon-mindtouch-table-check.png
Redistribute a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Submitter or Approver from the Submittal Workflow   icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png+8, 9 icon-mindtouch-table-check.png
Resend the Submittals in a Package for Review       icon-mindtouch-table-check.png
Resize the Column Width in the Submittals Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Forwarded Submittal as a Reviewer     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Submittal as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an Action Required Email for a Submittal Package as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Submittal from the Recycle Bin        icon-mindtouch-table-check.png
Review Submittal PDF Attachments     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Submittals icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Completed Submittals Import Template to Procore       icon-mindtouch-table-check.png
Send the Submittals in a Package for Review       icon-mindtouch-table-check.png
Set Up Submittal Schedule Calculations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Submittal Report     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 3
Switch Between Submittals Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload and Submit a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Use Bulk Actions > Apply Workflow in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Delete in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Edit in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Retrieve in the Submittals Tool       icon-mindtouch-table-check.png
View a Submittal icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png 10 icon-mindtouch-table-check.png 10 icon-mindtouch-table-check.png
View a Submittal Package   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Submittal Attachments   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Submittal Approvers Response Time Report       icon-mindtouch-table-check.png

1 Requires the Procore + Bluebeam Integration. See Bluebeam.

2 Users with 'Standard' level permission can only create personal reports. 

3 Users with 'Admin' level permission can create, edit, and view reports that have not been marked 'Personal' by another user.

4 Users will also need 'Read Only' level permission or higher on the Reports tool.

5 Users without 'Admin' level permissions on the project's Submittals tool can create revisions for submittals that they created.

Users without 'Admin' level permissions on the project's Submittals tool can edit certain fields in 'Draft' or 'Open' submittals that they created. 

7 Users with 'Standard' level permissions can edit certain fields in submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

8 Users without 'Admin' level permissions on the project's Submittals tool can update the submittal workflow in 'Draft' or 'Open' submittals that they created. 

9 Users with 'Standard' level permissions can update the submittal workflow for submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

10 When a submittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions on the project's Submittals tool can see the submittal only if one or more statements apply:

  • They are designated as the Submittal Manager
  • They are added to the submittal workflow as a Submitter or an Approver.
  • They are included in the distribution list.
  • They have the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver, or a Distribution List member.

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Tasks

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

icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Comment to a Task   icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Change the Status of a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Tasks       icon-mindtouch-table-check.png
Delete a Task  icon-mindtouch-table-mobile.png        icon-mindtouch-table-check.png
Edit a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Project's Task List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Project Tasks  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Task  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can add comments to tasks they have created, or when they have been designated as the task's assignee.

Users with 'Standard' level permissions can only assign tasks to users with 'Admin' level permissions to the Tasks tool.

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Timesheets (Project 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 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 level Timesheets tool?

 

Action None Read Only Standard Admin Notes

Add a Crew to an Existing Timesheet

 Web     iOS     Android 

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
icon-mindtouch-table-check-gp.png
  • 'Read-only' or higher level permissions are required on the project's Crews tool to complete this action.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add Employees to a Timesheet you Created

 Web     iOS     Android

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

Add Employees to any Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Add Quantities to a Timesheet 

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only add quantities to timesheets they have created.

Approve a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Bulk Enter Time in a Timesheet

 Web     iOS     Android

 

 

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

On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Configure Advanced Settings: Project Level Timesheets

 Web

      icon-mindtouch-table-check.png  

Copy Previous Timesheet

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Create a Timesheet

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If adding a Crew, 'Read-only' or higher level permissions are required on the project's Crews tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Delete a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png

Users with 'Read Only' level permissions can only delete 'Pending' timesheets.

 

 

Delete Budgeted Labor Hours and Budgeted Production Quantities

 Web

       icon-mindtouch-table-check.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Delete Quantities on a Timesheet

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only delete quantities to timesheets they have created.

Edit Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png  

Edit a 'Pending' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit a 'Reviewed' Timesheet

 Web     iOS     Android

   

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit a Timesheet You Created

 Web     iOS     Android

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

Edit a Pending Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit a Timesheet You Created

 Web     iOS     Android

 

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Edit Quantities on a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.

Export a Project's Timesheets

 Web

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

Export the Field Production Report

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Export the Labor Budget to Actual Report

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Import Budgeted Hours

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Import Budgeted Production Quantities

 Web

   

 

icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Review a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Search for and Filter Project Level Timesheets

 Web     iOS     Android

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

Set Up a Daily Reminder for Timesheets

 iOS     Android

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

Set up a Field Production Report

 Web

      icon-mindtouch-table-check-gp.png

Additional permissions are needed to complete this action:

Sign a Timesheet

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

Sign Timesheets for All Projects

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

View a Field Production Report

 Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Labor Budget to Actual Report

 Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Timesheet

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View a Timesheet Entry Signature

 Web     iOS     Android

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

View Quantities on a Timesheet

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

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T&M Tickets

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.

To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.

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.

Action None Read Only Standard Admin Notes

Add a T&M Ticket to a Change Event 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Add Equipment Entries on a T&M Ticket

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Best Practices for Configuring T&M Tickets

 Web

      icon-mindtouch-table-check.png  

Create a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Close or Reopen a T&M Ticket You Created

 Web 

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' permission are only permitted to modify the tickets they create.

Close or Reopen Any T&M Ticket

 Web 

      icon-mindtouch-table-check.png  

Configure Advanced Settings: T&M Tickets

 Web

 

      icon-mindtouch-table-check.png  

Create a Change Event from a T&M Ticket 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Create Equipment from a T&M Ticket You Created

 Web     iOS     Android

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

Create Equipment from Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Delete a T&M Ticket You Created

 Web

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

Delete Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Edit a T&M Ticket You Created

 Web     iOS     Android

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

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Edit Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Export a T&M Ticket as a PDF

 Web

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

Request a Signature on a T&M Ticket 

 Web     iOS     Android

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

Retrieve a T&M Ticket You Created

 Web

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

Retrieve Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Search and Filter T&M Tickets 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.
 

Sign a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

View a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.

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Transmittals

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Items to a Transmittal       icon-mindtouch-table-check.png
Add Related Items to a Transmittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Transmittals        icon-mindtouch-table-check.png
Create a Transmittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customize the Column Display in the Transmittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Transmittal       icon-mindtouch-table-check.png
Edit a Transmittal     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Export a Transmittal Letter to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Transmittal Log to CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Transmittal Log to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Transmittal by Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Resize Column Width in the Transmittals Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Transmittal from the Recycle Bin       icon-mindtouch-table-check.png
Search Transmittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Transmittal   icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png
View the Email Correspondence for a Transmittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Standard' users can only modify transmittals that they have created.

2 When a transmittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the transmittal only if one or more statements apply:

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