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Procore

User Permissions Matrix - Web

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


Company Level

Admin (Company Level)

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

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

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

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

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Bid Board

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

 Important

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

Permissions

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

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

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

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

Action

None Read Only Standard Admin Notes

Add a Bid Board Project to the Portfolio Tool

 Web

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

Add a Change Order for an Estimate

 Web

      icon-mindtouch-table-check.png  

Add an Estimate

 Web

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

Add and Manage Internal Notes in a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

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

Add and Manage Tasks in a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

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

Add Items to a Cost Catalog from Estimating

 Web

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

Add Takeoffs

 Web

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

Apply a Template in the Bid Board Tool

 Web

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

Assign a Budget Code from an Estimate

 Web

      icon-mindtouch-table-check.png  

Configure Bid Board Tool Settings

 Web

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

Copy a Group to Another Project

 Web

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

Copy or Move a Group to Another Estimate

 Web

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

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png  

Delete Documents from a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

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

Delete Takeoff Layers

 Web

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

Download Documents from a Bid Board Project

 Web

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

Edit a Bid Board Project

 Web

 

icon-mindtouch-table-check.png

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

Edit a Bid Proposal with the Proposal Builder

 Web

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

Edit an Estimate

 Web

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

Edit Project Stages on the Bid Board

 Web

      icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

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

Export a Bid Proposal

 Web

 

icon-mindtouch-table-check.png

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

Export an Estimate

 Web

 

icon-mindtouch-table-check.png

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

Export the Bid Board List View

 Web

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

Generate Bid Estimates

 Web

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

Lock and Unlock Takeoff Layers

 Web

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

Manage Bids from the Bid Board

 Web

      icon-mindtouch-table-check.png  

Manage Takeoffs

 Web

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

Merge Estimates

 Web

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

Respond to a Bid from the Bid Board

 Web

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

Run Automated Area Takeoffs

 Web

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

Search for and Filter Projects on the Bid Board

 Web

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

Set a Bid Board Project as a Template

 Web

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

Set the Drawing Scale for Takeoffs

 Web

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

Show or Hide Takeoff Layers

 Web

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

Upload Documents to a Bid Board Project

 Web

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

View Any Bid Board Project

 Web

 

icon-mindtouch-table-check.png

  • Can Access Projects for all Users

icon-mindtouch-table-check.png

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

View Bid Board Projects as the Assigned 'Estimator'

 Web

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

 

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Conversations (Beta)

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

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


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

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

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

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

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Directory (Company Level)

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

 Important

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

Permissions

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

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

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

 

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

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

Add a Company to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Add a Distribution Group to the Company Directory

 Web

      icon-mindtouch-table-check.png  

Add a User Account to the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Users with granular permissions have the following limitations:

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

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

Add Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Allow Users to Create New Projects

 Web

      icon-mindtouch-table-check.png  

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Users with granular permissions have the following limitations:

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

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Users with granular permissions have the following limitations:

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

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

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

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Users with granular permissions have the following limitations:

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

Configure Advanced Settings: Company Directory

 Web

      icon-mindtouch-table-check.png  

Customize the Column Display in the Directory Tool

 Web

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

Deactivate a Company in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Delete a Distribution Group from the Company Directory

 Web

      icon-mindtouch-table-check.png  

Designate an Insurance Manager for Your Procore Company

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Download a vCard for a User Account in the Company Directory

 Web

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

Download a Company or User Import Template

 Web

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

Edit a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Edit a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Edit a Distribution Group in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Edit a User Account in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Users with granular permissions have the following limitations:

Export the Company Directory to CSV or PDF

 Web

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

Inactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Inactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Inactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Inactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Invite or Re-invite a User to Procore

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Merge Companies

 Web

      icon-mindtouch-table-check.png  

Reactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Reactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Reactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Reactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Reactivate a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

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

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

Remove Company Insurance

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Request Company and People Imports

 Web

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

Respond to a 'Welcome to Procore' Email

 Web

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

Search and Filter the Company Directory

 Web

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

Send a Company or User Import Template to Procore

 Web

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

Send a Procore Company to ERP Integrations for Accounting Acceptance

 Web

      icon-mindtouch-table-check.png  

Set Bidder Information at the Company Level

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

Switch Between Views in the Company Directory

 Web

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

Update Expiring Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

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

View Company Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail

icon-mindtouch-table-check.png

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

View User Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

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

icon-mindtouch-table-check.png

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

 

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Documents (Company Level)

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.

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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.

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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.

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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.

 

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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.
 

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Inspections (Company Level)

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

 Important

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

Permissions

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

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

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

 

 

Action None Read Only Standard Admin Notes

Add Custom Response Sets to a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Clone a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Company Level Inspections

 Web

      icon-mindtouch-table-check.png  

Create a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Delete a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Delete an Inspection Type

 Web

      icon-mindtouch-table-check.png  

Edit a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspection Templates

 Web

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

View the Change History of an Inspection Template

 Web

      icon-mindtouch-table-check.png  

 

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Permissions

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

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

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

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

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

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

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Planroom

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

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

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

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Portfolio

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

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

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

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

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

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Prequalification Portal

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

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

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

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Prequalifications

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

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

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

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

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

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

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Programs

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

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

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

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Reports (Company Level)

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

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

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

Report-specific permissions may apply. 

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

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

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

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

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Schedule (Company Level)

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

 Important

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

Permissions

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

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

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

 

Action None Read Only Standard Admin Notes

Configure Advanced Settings: Company Level Schedule

 Web

   

 

check-green2.png  

Search Project Schedules

 Web

 

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

 

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Timecard

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. 

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Timesheets (Company Level)

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

Permissions

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

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

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

 

 Important

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

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

 

Action None Read Only Standard Admin Notes

Configure Advanced Settings: Company Level Timesheets

 Web

       icon-mindtouch-table-check.png  

Configure the Company Timesheets Payroll Settings

 Web

       icon-mindtouch-table-check.png  

Customize the Column Display in the Company Level Timesheets Tool

 Web

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

Delete a Timecard Entry in the Company Level Timesheets Tool

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only delete time entries that they have created.

Duplicate Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Edit a Timecard Entry in the Company Level Timesheets Tool

 Web

      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png Users with 'Standard' level permissions can only edit time entries that they have created.

Edit Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Export Timecard Entries from Procore to Import into QuickBooks® Desktop

 Web

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

Export Timesheet Data from Procore into Sage 300 CRE®

 Web

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

Export Your Company's Timecard Entries to CSV

 Web

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

Export Timecard Entries from the Company Level Timesheets Tool

 Web

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

Import Procore Time Entries into QuickBooks® Desktop

 Web

       
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

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

 Web

       icon-mindtouch-table-check.png

Additional permissions are required to complete this action:

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

Perform Bulk Approval Actions in the Company Level Timesheets Tool

 Web

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

Reallocate Timecard Entry Hours for an Employee

 Web

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

Search and Filter Time Entries in the Company Level Timesheets Tool

 Web

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

Set the Rounding Rule for Your Company Timesheets

 Web

      icon-mindtouch-table-check.png  

Transfer Procore Timecard Entries to QuickBooks® Desktop

 Web

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

View a Timecard Entry in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png7
  • If the Private timecard setting is enabled, users with 'Read Only' or 'Standard' level permissions can only see timecards they are assigned to or they created.
  • Users who are 'Admins' on a project's Timesheets tool can see all timecards created in their projects.

 

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Workforce Planning

In Procore, the Permissions tool only grants access to the Workforce Planning tool.

 Important
In Workforce Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool. There are four standard permissions templates in Workforce Planning. You can use or edit these permission templates, or create your own based on the available granular permissions. See What granular permissions are available for the company's Workforce Planning tool?
Task None Read Only Standard Admin
Access the Workforce Planning Tool in Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Project Level

Action Plans

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

 Important

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

Permissions

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

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

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

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

Action None Read Only Standard Admin Notes

Add Records to Action Plan Items

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

Approve an Action Plan to be Performed

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

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

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

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

Create an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

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

Create and Edit a Project Level Action Plan Template

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Project Templates

icon-mindtouch-table-check-gp.png

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

Delete an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Delete Action Plan

icon-mindtouch-table-check-gp.png

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

Edit an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

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

Edit Action Plan Item Notes

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Edit Item Notes as Action Plans Assignee

icon-mindtouch-table-check-gp.png

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

Edit Action Plan Item Status

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Edit Item Status as Action Plans Assignee

icon-mindtouch-table-check-gp.png

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

Edit an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

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

Configure Action Plans Notifications

 Web

 

icon-mindtouch-table-check-gp.png

  • Edit Notifications

icon-mindtouch-table-check-gp.png

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

Export an Action Plan

 Web

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

Perform an Action Plan

  Web     iOS     Android

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

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

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

Sign an Action Plan Item for Items Assigned to You

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

Sign an Action Plan Item for Any User

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee for Any User
     

icon-mindtouch-table-check-gp.png

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

Sign an Action Plan Item for Users within the Same Company

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

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

Remove Records from Items

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

 

Request Records in Published Plans

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Add Record Requests to Published Plans as Assignee
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.

Search for and Filter Action Plans 

 Web     iOS     Android

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

Sign a Completed Action Plan as Yourself

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

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

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

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

View an Action Plan

 Web     iOS     Android

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

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Admin (Project Level)

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

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

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

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

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

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

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

2 The Project level Timesheets tool must also be enabled. 

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

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Bidding

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

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

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

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

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

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

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

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

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Budget

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

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

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

Task None Read Only Standard Admin
Add a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Budget View for Real-Time Labor Costing This task must be completed in the Company's Admin tool. Also requires Procore's Field Productivity tools. 
Add Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for the 'Budget Changes' Feature to a Budget View This task must be completed in the Company's Admin tool.
Add 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+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report 2       icon-mindtouch-table-check.png
Create a Custom Financial Line Items Report to Compare Budget Snapshots This task must be completed in the Reports tool.
Delete a Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Budget     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Export Budget Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import a 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