Skip to main content
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.

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

LEGACY - Indicates the task can only be performed until your company receives the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

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
NEW Add Company Cost Codes       icon-mindtouch-table-check.png
NEW Add Company Cost Types       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
NEW Add Custom Segments       icon-mindtouch-table-check.png
LEGACY Add, Edit, and Delete Company Cost Codes       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
NEW 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
NEW 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
NEW Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
NEW 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
NEW 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
NEW 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
NEW 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
NEW 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
NEW 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
NEW 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
NEW 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
NEW 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. 

Back to Top


Bid Board

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 Company Permissions Template for more information.

Task None Read Only Standard Admin
Add a Bid Board Project to the Portfolio Tool       icon-mindtouch-table-check.png 1
Add a Project to the Bid Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Estimates in the Bid Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Notes in a Bid Board Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Takeoffs in the Bid Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Tasks in a Bid Board Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Documents from a Bid Board Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Documents from a Bid Board Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Bid Board Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Project Stages on the Bid Board       icon-mindtouch-table-check.png
Export a Bid from a Bid Board Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an Estimate from a Bid Board Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Bid Board List View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate Bid Estimates for a Bid Board Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Bids from the Bid Board       icon-mindtouch-table-check.png
Respond to a Bid from the Bid Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Projects on the Bid Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Documents to a Project in the Bid Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Bid Board   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 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.

Users with 'Read Only' and 'Standard' level permissions can only view projects that they are marked as an 'Estimator' for, unless they have the 'Can Access Projects for All Users' granular permission enabled on their permission template.

 

Back to Top


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
Reply to a Message in a Thread within 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
View Threaded Replies within a Conversation   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.

Back to Top


Directory (Company 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 Company Permissions Template for more information.

 Important
A user who is granted 'Admin' permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools and all Company level tools.
Task None Read Only Standard Admin
Add a Company to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Distribution Group to the Company Directory       icon-mindtouch-table-check.png
Add a User Account to the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add an Existing User to Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Insurance for a Vendor in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Allow Users to Create New Projects       icon-mindtouch-table-check.png
Assign a Project Permissions Template to a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Change a User's Permissions to Company Tools in the Company Directory       icon-mindtouch-table-check.png
Change a User's Project Permissions Template in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Advanced Settings: Company Directory       icon-mindtouch-table-check.png
Customize the Column Display in the Directory Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Deactivate a Company in the Company Directory       icon-mindtouch-table-check.png
Delete a Distribution Group from the Company Directory       icon-mindtouch-table-check.png
Designate an Insurance Manager for Your Procore Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Download a vCard for a User Account in the Company Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Company or User Import Template     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Edit a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Distribution Group in the Company Directory       icon-mindtouch-table-check.png
Edit a User Account in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export the Company Directory to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Inactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Inactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite a Batch of Procore Users to Join a Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Invite or Re-invite a User to Procore   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Log in to Procore Web icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Merge Companies       icon-mindtouch-table-check.png
Perform Bulk Actions on the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of Companies in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Batch of User Accounts in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Contact in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a Company in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Reactivate a User in the Company Directory   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove an Existing User from Projects in Your Company's Procore Account   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Remove Company Insurance   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request Company and People Imports     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Respond to a 'Welcome to Procore' Email 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   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Company or User Import Template to Procore     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png
Set Bidder Information at the Company Level   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Switch Between Views in the Company Directory   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   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Update the Company or User Import Template Requires Microsoft Excel 2
View Company Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View User Details in the Company Level Directory Tool   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1  A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See Grant Granular Permissions in a Project Permissions Template and Request Company and User Imports.

2  The template is designed for use with Microsoft Excel. Although not recommended, you may be able to use a spreadsheet program that is compatible with the XLSX format. A user with 'Admin' level permission or a user with 'Standard' level permission plus the 'Request Company and People Imports' granular permission can download the template from the Procore web application. See Download the Company or User Import Template.

Back to Top


Documents (Company Level)

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

Task None Read Only Standard Admin
Add or Edit a File Description in the Company Level Documents Tool       icon-mindtouch-table-check.png
Check Files In or Out in the Company Level Documents Tool     icon-mindtouch-table-check.png 1, 2 icon-mindtouch-table-check.png
Configure Advanced Settings: Company Documents       icon-mindtouch-table-check.png
Create a New Folder in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files and Folders in the Company Level Documents Tool       icon-mindtouch-table-check.png
Download a Previous Version of a File in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Download Files and Folders from the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Email Files or Folders from the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Export Information from the Company Level Documents Tool   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       icon-mindtouch-table-check.png
Manage Permissions for Company Level Documents       icon-mindtouch-table-check.png
Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Rename a File in the Company Level Documents Tool       icon-mindtouch-table-check.png
Rename a Folder in the Company Level Documents Tool       icon-mindtouch-table-check.png
Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Company Level Documents   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Upload a New Version of a File in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files or Folders to the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Documents in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only check in a file that they have checked out.

2 Users with 'Read Only' or 'Standard' level permissions can only access 'Private' files and folders if they have been granted access to the file or folder.

3 Search results will only include the documents the user performing the search has access to.

Back to Top


ERP Integrations

 

Integration by Procore | Integration by Ryvit | Sage 100 Contractor | Sage 300 CRE | QuickBooks


Integration by Procore

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Viewpoint® Spectrum®. 

Admin
Task Standard Admin Procore point of contact
Enable the ERP Integrations Tool     icon-mindtouch-table-check.png
Integration by Procore: Request to Enable ERP Integrations for Viewpoint® Spectrum®   icon-mindtouch-table-check.png  
Integration by Procore: Delete Project Cost Codes from a Viewpoint® Spectrum®   icon-mindtouch-table-check.png  
Budget
Task Standard Admin Procore point of contact
Integration by Procore: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Retrieve a Budget from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Commitments
Task Standard Admin Procore point of contact
Delete a Commitment Synced with Spectrum   icon-mindtouch-table-check.png  
Integration by Procore: Edit a Commitment Synced With Viewpoint® Spectrum® icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png  
Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Retrieve a CCO from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Retrieve a Commitment from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Directory
Task Standard Admin  
Integration by Procore: Consolidate Duplicate Vendors in the Company Directory   icon-mindtouch-table-check.png  
Integration by Procore: Create and Sync Vendors with Viewpoint® Spectrum®   icon-mindtouch-table-check.png2  
Integration by Procore: Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor in ERP Integrations icon-mindtouch-table-check.png    
Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Integration by Procore: Accept or Reject a Budget for Export to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Accept or Reject a CCO for Export to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Accept or Reject a Commitment for Export to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Accept or Reject a Company for Export to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Add a Viewpoint® Spectrum® Job to Procore icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Configure Advanced Settings: ERP Integrations for Viewpoint® Spectrum®    icon-mindtouch-table-check.png  
Integration by Procore: Configure Advanced Settings   icon-mindtouch-table-check.png  
Integration by Procore: Configure the Vendor Type Import Settings for Viewpoint® Spectrum®   icon-mindtouch-table-check.png  
Integration by Procore: Export a Budget to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Export a CCO to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company icon-mindtouch-table-check.png3,4 icon-mindtouch-table-check.png3,4  
Integration by Procore: Export a Commitment to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Export a Vendor/Company to Viewpoint® Spectrum® icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-green-checkmark.png
Integration by Procore: Refresh the Vendor List   icon-mindtouch-table-check.png  
Integration by Procore: View a Spectrum Job Costs Report   icon-mindtouch-table-check.png  
Integration by Procore: View an Accountant Report for Viewpoint® Spectrum®   icon-mindtouch-table-check.png  
Integration by Procore: View the Archived Vendors List for Viewpoint® Spectrum®   icon-mindtouch-table-check.png  

1 Also requires the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.

2 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Project Permissions Template.

3 Also requires the 'Admin' level permission on the ERP Integrations tool.

4 Access permission to both the Company and Project Directory is not required to create a link.

Back to Top


Integration by Ryvit

Task Read Only Standard Accounting Approver1 Admin
Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Accept or Reject a CCO for Export to Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Accept or Reject a Prime Contract Change Order (PCCO) for Export to Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Accept or Reject a Project for Export to Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore   icon-mindtouch-table-check.png2    
Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Integration by Ryvit: Archive a Company Record in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Integration by Ryvit: Assign Default Cost Types To Viewpoint® Vista™ Cost Codes   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™       icon-mindtouch-table-check.png
Integration by Ryvit: Configure ERP Integrations Settings for Viewpoint® Vista™       icon-mindtouch-table-check.png
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records       icon-mindtouch-table-check.png
Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies       icon-mindtouch-table-check.png4
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™       icon-mindtouch-table-check.png
Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Export a Commitment to Viewpoint® Vista™   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Export a Prime Contract Change Order (PCCO) to Viewpoint® Vista™   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Import a Viewpoint® Vista™ Vendor Record to Procore       icon-mindtouch-table-check.png
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records       icon-mindtouch-table-check.png
Integration by Ryvit: Re-import an Original Estimate from Viewpoint® Vista™ into Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Request to Connect Procore to Viewpoint® Vista™       icon-mindtouch-table-check.png
Integration by Ryvit: Restore an Archived Procore Company   icon-mindtouch-table-check.png          icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Integration by Ryvit: Retrieve a Commitment from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Integration by Ryvit: Retrieve a CCO from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Integration by Ryvit: Retrieve a PCCO from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Integration by Ryvit: Search the ERP Integrations Tool icon-mindtouch-table-check.png      
Integration by Ryvit: Setup the Ryvit Service to Connect Procore to Viewpoint® Vista™ 3 Requires permission to create accounts in  Integration by Ryvit
Integration by Ryvit: Sync Procore Projects with Viewpoint® Vista™ Jobs       icon-mindtouch-table-check.png
Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record       icon-mindtouch-table-check.png
Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Integration by Ryvit: View an Accountant Report for Viewpoint® Vista™       icon-mindtouch-table-check.png
Integration by Ryvit: View the Archived Vendors List for Viewpoint® Vista™        
Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™       icon-mindtouch-table-check.png

1 An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Viewpoint ® Vista™ and requires the user to have permission to create accounts.

4 This task also requires 'Admin' level permission to the Company Directory.

Back to Top


Sage 100 Contractor

To complete the following tasks for Procore + Sage 100 Contractor®, you will need these permissions on ERP Integrations tool.

Task Read Only Standard Accounting Approver1 Admin
Accept or Reject a Budget for Export to Sage 100 Contractor     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a CCO for Export to Sage 100 Contractor     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Commitment for Export to Sage 100     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept a Reject a Company for Export to Sage 100     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Project for Export to Sage 100     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Sage 100 Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Add a Phase from Sage 100 to a Procore Project as a Sub Job   icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png
Add a Procore Project to Sage 100   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 100 Job to Procore   icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png
Add a Sage 100 Vendor to Procore's Company Directory       icon-mindtouch-table-check.png
Add 'Sub Job' Segment Items to a Procore Project       icon-mindtouch-table-check.png
Archive a Sage 100 Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Assign Default Cost Types to Cost Codes   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 100       icon-mindtouch-table-check.png
Configure the ERP Integration Settings       icon-mindtouch-table-check.png
Configure the Vendor Type Import Settings for Sage 100       icon-mindtouch-table-check.png
Create an hh2 Service Account in Sage 100 3 Requires permission to create accounts in Sage 100 Contractor®
Create and Sync Vendors with Sage 100 Contractor       icon-mindtouch-table-check.png
Delete a Commitment Synced with Sage 100 Contractor®       icon-mindtouch-table-check.png
Delete a CCO Synced with Sage 100 Contractor®       icon-mindtouch-table-check.png
Edit a Commitment Synced with Sage 100       icon-mindtouch-table-check.png
Edit the Name of a Sub Job from Sage 100 in a Procore Project       icon-mindtouch-table-check.png
Export a CCO to Sage 100     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment to Sage 100     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Procore Budget to Sage 100     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Vendor/Company to Sage 100 Contractor     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget from Sage 100   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Link a Sage 100 Contractor® Vendor to a Procore Company       icon-mindtouch-table-check.png
Perform an On-Demand Sync with Sage 100   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Re-import a Budget from Sage 100   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Request to Enable ERP Integrations for Sage 100 Contractor       icon-mindtouch-table-check.png
Restore an Archived Sage 100 Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Retrieve a Budget from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Retrieve a CCO from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Retrieve a Company from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Retrieve a Project from ERP Integrations Before Acceptance       icon-mindtouch-table-check.png
Search the ERP Integrations Tool icon-mindtouch-table-check.png      
Sync Procore Projects with Sage 100 Jobs       icon-mindtouch-table-check.png
Unlink CCOs Synced with Sage 100 Contractor®       icon-mindtouch-table-check.png
Unlink Commitments Synced with Sage 100 Contractor®       icon-mindtouch-table-check.png
Unlink a Synced Sage 100 Vendor       icon-mindtouch-table-check.png
Update Project Cost Codes for Export to Sage 100     icon-mindtouch-table-check.png  
View a List of Synced Sub Jobs for Sage 100   icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png
View a Sage 100 Job Costs Report       icon-mindtouch-table-check.png
View an Accountant Report for Sage 100       icon-mindtouch-table-check.png
View the Archived Vendors List for Sage 100       icon-mindtouch-table-check.png
View the Sync Schedule Page for Sage 100       icon-mindtouch-table-check.png

1 An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 100 Contractor® and requires the user to have permission to create accounts.

Sage 300 CRE

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on ERP Integrations tool.

Task Read Only Standard Accounting Approver 1 Admin
Accept or Reject a Budget for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Change Order for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Commitment for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Project for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Procore Company into Sage 300 CRE       icon-mindtouch-table-check.png
Add a Procore Project to Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job   icon-mindtouch-table-check.png2    
Add a Sage 300 CRE Job to Procore    icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 300 CRE Vendor to Procore's Company Directory       icon-mindtouch-table-check.png
Add Sage 300 CRE Standard Cost Codes to a Procore Project       icon-mindtouch-table-check.png
Archive a Sage 300 CRE Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Assign Default Categories to Cost Codes   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the ERP Integration Settings for Sage 300 CRE       icon-mindtouch-table-check.png
Configure Sync Schedule for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the Vendor Type Import Settings for Sage 300 CRE       icon-mindtouch-table-check.png
Consolidate and Link Sage 300 CRE Vendors to Procore Companies       icon-mindtouch-table-check.png
Create an hh2 Service Account in Sage 300 CRE 3 Requires permission to create accounts in Sage 300 CRE
Edit a Commitment Synced with Sage 300 CRE       icon-mindtouch-table-check.png
Export a Budget to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment Change Order to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget from Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Link Vendors in Sage 300 CRE to Matching Companies in Procore       icon-mindtouch-table-check.png4
Perform an On-Demand Sync with Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Re-import a Budget from Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Request to Enable ERP Integrations for Sage 300 CRE       icon-mindtouch-table-check.png
Restore an Archived Sage 300 CRE Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Retrieve a Budget from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Commitment Change Order from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Commitment from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Project from the ERP Integrations Tool       icon-mindtouch-table-check.png
Search the ERP Integrations Tool icon-mindtouch-table-check.png      
Unlink Commitments Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Unlink CCOs Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Unlink a Sage 300 CRE® Vendor       icon-mindtouch-table-check.png
Unarchive a Sage 300 CRE® Vendor   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Update Project Cost Codes for Export to Sage 300 CRE®     icon-mindtouch-table-check.png  
View a Sage 300 CRE® Job Costs Report       icon-mindtouch-table-check.png

1 An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.

4 Access permission to the Directory tool is not required to create a link.

 

Back to Top


QuickBooks

The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks. 

Admin
Task Standard Admin Procore point of contact
Configure Cost Code Preferences for QuickBooks   icon-mindtouch-table-check.png  
Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Delete Project Cost Codes from a Procore + QuickBooks® Project   icon-mindtouch-table-check.png  
Budget
Task Standard Admin Procore point of contact
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Retrieve a Budget from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Send a Budget to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Commitments
Task Standard Admin Procore point of contact
Delete a Commitment Synced with QuickBooks     icon-mindtouch-table-check.png
Edit a Commitment Synced with QuickBooks icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png  
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Resend a Rejected CCO to ERP for Accounting Acceptance   icon-mindtouch-table-check.png  
Retrieve a Commitment from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Retrieve a CCO from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png  
Send a Commitment to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Send a CCO to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Directory
Task Standard Admin  
Consolidate and Link QuickBooks Vendors to Procore Companies   icon-mindtouch-table-check.png  
Create and Sync Vendors with the QuickBooks Integration   icon-mindtouch-table-check.png 4  
Link a QuickBooks Vendor to a Procore Company   icon-mindtouch-table-check.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon-mindtouch-table-check.png 4  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon-mindtouch-table-check.png  
Portfolio
Task Standard Admin Procore point of contact
Add a New Procore Project into QuickBooks icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png  
Reports
Task Standard Admin Procore point of contact
View a QuickBooks Job Cost Report icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Accept or Reject a Commitment for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Accept or Reject a CCO for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Accept or Reject a Procore Company for Export to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Export a Budget to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Export a Commitment to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Export a CCO to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Export a Vendor/Company to QuickBooks icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-green-checkmark.png
Unlink CCOs Synced with QuickBooks®   icon-mindtouch-table-check.png 3  

1 Also requires the 'Can Push to Accounting' privilege. 

2 The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access. 

3 Also requires 'Admin' level permission on the Commitments tool. 

4 Also requires the 'Admin' level permission on the ERP Integrations tool.

5 Also requires the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.
 

Back to Top


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.

Back to Top


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.

Back to Top


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.

Back to Top


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.

Back to Top


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.

Back to Top


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.

Back to Top


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.

Back to Top


Schedule (Company Level)

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

Task None Read Only Standard Admin
Create Calendar Items     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Level Schedule       icon-mindtouch-table-check.png
Search Project Schedules   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Schedule Tasks (for projects they have access to)  mobile-icon-sm.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Scheduled Tasks for All Projects       icon-mindtouch-table-check.png

Back to Top


Timecard

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

Task None Read Only Standard Admin
Configure Advanced Settings: Timecard       icon-mindtouch-table-check.png
Configure Your Company For The Timecard       icon-mindtouch-table-check.png
Create  a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Timecards Report       icon-mindtouch-table-check.png
Delete a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Timecard       icon-mindtouch-table-check.png
View a Timecard 1,2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users with 'Standard' level permissions can view, create, edit, and delete their own timecards. 

 2 Users with 'Read Only' level permissions can only view their own timecards. 

Back to Top


Timesheets (Company Level)

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

Task None Read Only Standard Admin
Configure Advanced Settings: Company Level Timesheets        icon-mindtouch-table-check.png
Configure the Company Timesheets Payroll Settings        icon-mindtouch-table-check.png
Customize the Column Display in the Company Level Timesheets Tool   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       icon-mindtouch-table-check.png1,2 icon-mindtouch-table-check.png
Duplicate Your Company's Timesheets in Bulk        icon-mindtouch-table-check.png
Edit a Timecard Entry in the Company Level Timesheets Tool       icon-mindtouch-table-check.png1,2  icon-mindtouch-table-check.png
Edit Your Company's Timesheets in Bulk        icon-mindtouch-table-check.png
Export a Timer List as an IIF file from QuickBooks® Desktop 3,5 This task is performed in QuickBooks® Desktop
Export Timecard Entries from Procore to Import into QuickBooks® Desktop 3,5          icon-mindtouch-table-check.png3
Export Timesheet Data from Procore into Sage 300 CRE® 4,5       icon-mindtouch-table-check.png4
Export Your Company's Timecard Entries to CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Timecard Entries from the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Procore Time Entries into QuickBooks® Desktop 3,5 This task is performed in QuickBooks® Desktop
Mark a Timecard Entry as Completed in the Company Level Timesheets Tool       icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png
Perform Bulk Approval Actions in the Company Level Timesheets Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reallocate Timecard Entry Hours for an Employee     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter Time Entries in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Rounding Rule for Your Company Timesheets       icon-mindtouch-table-check.png
Transfer Procore Timecard Entries to QuickBooks® Desktop 3,5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Timecard Entry in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png7

1 'Admin' users on the project's Timesheets tool can perform functions on all time entries.

'Standard' users on the project's Timesheets tool can perform functions on time entries that they have created. 

3 'Admin' level permissions are required on QuickBooks® Desktop Desktop to complete this function.

4 'Admin' level permissions are required on Sage 300 CRE® Desktop to complete this function.

5 Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector and/or Procore + Sage 300 CRE® Connector

6 'Admin' users on the Company's Timesheets tool who have been added to the project can perform functions.

7 'Admin' users on the Company's Timesheets tool can perform functions on all time entries.

Back to Top


Workforce Planning

To access the Workforce Planning tool, users must have 'Read Only' permissions or higher for the Workforce Planning tool in the Company level directory. Their ability to take actions within the Workforce Planning tool are managed by these additional granular permissions.

Back to Top

 


Project Level

Action Plans

icon-mindtouch-table-mobile.pngDenotes 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
Approve an Action Plan to be Performed   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create and Edit a Project Level Action Plan Template   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete an Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit an Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Action Plans Notifications   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export an Action Plan   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Perform an Action Plan  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search for and Filter Action Plans  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sign a Completed Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View an Action Plan mobile-icon-med.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History       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. 

Back to Top


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
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
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.

Back to Top


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 the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations erp-integration.png This task must be completed in the Company's Admin tool. Also requires the Procore + Sage 300 CRE® connector.
Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations erp-integration.png This task must be completed in the Company's Admin tool. Also requires the ERP Integrations tool. Should NOT be used with Sage 300 CRE® if syncing job cost transactions.
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
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
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+ icon-mindtouch-table-check.png
Edit a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Budget Changes     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 Budget from Sage 100 Contractor® erp-integration.png This task must be completed in the ERP Integrations tool.
Import a Budget from Sage 300 CRE® erp-integration.png This task must be completed in the ERP Integrations tool.
Import a Viewpoint® Spectrum® Budget into a Procore Project erp-integration.png This task must be completed in the ERP Integrations tool.
Import an Original Estimate from Viewpoint® Vista™ into Procore erp-integration.png This task must be completed in the ERP Integrations tool.
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
Re-import a Budget from Sage 100 Contractor® erp-integration.png This task must be completed in the ERP Integrations tool.
Re-import a Budget from Sage 300 CRE® erp-integration.png This task must be completed in the ERP Integrations tool.
Re-import a Viewpoint® Spectrum® Budget into a Procore Project erp-integration.png This task must be completed in the ERP Integrations tool.
Re-import an Original Estimate from Viewpoint® Vista™ into Procore erp-integration.png This task must be completed in the ERP Integrations tool.
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

Back to Top


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.

 

 

Back to Top


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

 

Back to Top


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

Legacy  Add a Related Item to a Purchase Order or Subcontract

      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