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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 permission(s) (Read-only, Standard, and/or Admin) that are required to be able to perform that action. Since certain tool tabs are available at both the Company and Project levels, be sure to select the appropriate navigational hyperlink below.

Company Level

Project Level


Company Level

Admin

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

Task None Read-only Standard Admin
Add a Custom Department       icon_checkmark_h17.png
Add Custom Observation Types       icon_checkmark_h17.png
Add a Custom Owner Type       icon_checkmark_h17.png
Add a Custom Program       icon_checkmark_h17.png
Add a Custom Project Region       icon_checkmark_h17.png
Add a Custom Project Role       icon_checkmark_h17.png
Add a Custom Project Stage       icon_checkmark_h17.png
Add a Custom Project Type       icon_checkmark_h17.png
Add a Custom Trade       icon_checkmark_h17.png
Add a Project Type       icon_checkmark_h17.png
Add an Office       icon_checkmark_h17.png
Add Employer Identification Number       icon_checkmark_h17.png
Add Multiple Office Locations       icon_checkmark_h17.png
Add New Project Dates       icon_checkmark_h17.png
Add Root Cause Analysis Fields       icon_checkmark_h17.png
Add Task Categories       icon_checkmark_h17.png
Apply Configurable Fieldsets to Projects       icon_checkmark_h17.png
Configure Cost Code Preferences       icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 300 CRE       icon_checkmark_h17.png
Configure the Administrative Settings for Procore       icon_checkmark_h17.png
Configure Company Webhooks       icon_checkmark_h17.png
Configure Single Sign On in the Company Admin Tool       icon_checkmark_h17.png
Configure Your Company's Default Project Settings       icon_checkmark_h17.png
Create a Meeting Template       icon_checkmark_h17.png
Create Custom Portfolio Reports       icon_checkmark_h17.png
Create Custom Submittal Log Statuses       icon_checkmark_h17.png
Create Custom Submittal Types       icon_checkmark_h17.png
Create a New Expense Allocation       icon_checkmark_h17.png
Create New Configurable Fieldsets       icon_checkmark_h17.png
Delete a Budget View       icon_checkmark_h17.png
Delete a Custom Trade       icon_checkmark_h17.png
Delete a Meeting Template       icon_checkmark_h17.png
Delete a Program       icon_checkmark_h17.png
Delete Company Office Locations       icon_checkmark_h17.png
Delete Observation Types       icon_checkmark_h17.png
Delete Root Cause Analysis Fields       icon_checkmark_h17.png
Display Project Number in Change Project Drop-Down Menu       icon_checkmark_h17.png
Edit a Meeting Template       icon_checkmark_h17.png
Edit an Existing Budget View        icon_checkmark_h17.png
Edit and Add Cost Codes and Descriptions       icon_checkmark_h17.png
Edit Company Name       icon_checkmark_h17.png
Edit Company Office Locations       icon_checkmark_h17.png
Edit Configurable Fieldsets       icon_checkmark_h17.png
Edit Observation Types       icon_checkmark_h17.png
Edit Program Information       icon_checkmark_h17.png
Edit Root Cause Analysis Fields       icon_checkmark_h17.png
Enable Avatars       icon_checkmark_h17.png
Enable/Disable Surveys in Procore       icon_checkmark_h17.png
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon_checkmark_h17.png
Enable Terms and Conditions       icon_checkmark_h17.png
Enable Vendor Insurance Notifications       icon_checkmark_h17.png
Enable the DocuSign Integration in Your Company's Account       icon_checkmark_h17.png
Export the Company Standard Cost Code List       icon_checkmark_h17.png
Import Cost Codes to Procore       icon_checkmark_h17.png
Import Two-Level Cost Codes to the Company Admin Tool       icon_checkmark_h17.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon_checkmark_h17.png
Manage Apps       icon_checkmark_h17.png
Remove Configurable Fieldsets from Projects       icon_checkmark_h17.png
Set up a New Budget View        icon_checkmark_h17.png
Set Default Change Order Configuration       icon_checkmark_h17.png
Set Default Cost Types       icon_checkmark_h17.png
Set Time Zone       icon_checkmark_h17.png
Track Important Project Dates       icon_checkmark_h17.png
Upload a Company Logo       icon_checkmark_h17.png
View Account Information       icon_checkmark_h17.png

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

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Directory

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

Important! A user who is granted 'Admin' permissions on the Directory tab at the Admin level is automatically granted 'Admin' permissions across all Project level tools.

Task None Read-only Standard Admin
Add a Company to the Company Directory       icon_checkmark_h17.png
Add a Distribution Group to the Company Directory       icon_checkmark_h17.png
Add a New Permission Template to the Company Directory       icon_checkmark_h17.png
Add a Person to the Company Directory       icon_checkmark_h17.png
Add an Existing User to All Projects in Your Company's Procore Account       icon_checkmark_h17.png
Add Company Locations to a Main Office's Locations Group       icon_checkmark_h17.png
Add Insurance for a Vendor in the Company Directory       icon_checkmark_h17.png
Allow Users to Create New Projects       icon_checkmark_h17.png
Assign a Permission Template to a User in the Company Directory       icon_checkmark_h17.png
Change a Project User's Permission Template       icon_checkmark_h17.png
Configure Advanced Settings: Company Directory       icon_checkmark_h17.png
Customize the Column Display in the Directory Tool       icon_checkmark_h17.png
Deactivate a Company in the Company Directory       icon_checkmark_h17.png
Delete a Distribution Group from the Company Directory       icon_checkmark_h17.png
Delete a Permission Template from the Company Directory       icon_checkmark_h17.png
Designate an Insurance Manager for Your Procore Company       icon_checkmark_h17.png
Download a Template Assignment Export (CSV)       icon_checkmark_h17.png
Download a vCard for a User Account in the Company Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download a Company or User Import Template     icon_checkmark_h17.png 1 icon_checkmark_h17.png
Edit a Distribution Group in the Company Directory       icon_checkmark_h17.png
Edit a Permission Template in the Company Directory       icon_checkmark_h17.png
Export Permission Templates to PDF       icon_checkmark_h17.png
Export the Company Directory to CSV or PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Grant Granular Permissions in a Permission Template       icon_checkmark_h17.png
Inactivate a Batch of Companies in the Company Directory       icon_checkmark_h17.png
Inactivate a Batch of User Accounts in the Company Directory       icon_checkmark_h17.png
Invite a Batch of Procore Users to Join a Company's Procore Account       icon_checkmark_h17.png
Invite or Re-invite a Person to Procore       icon_checkmark_h17.png
Log in to Procore Web   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Manage Permission Templates       icon_checkmark_h17.png
Merge Companies       icon_checkmark_h17.png
Perform Bulk Actions on the Company Directory       icon_checkmark_h17.png
Reactivate a Company in the Company Directory       icon_checkmark_h17.png
Reactivate a User in the Company Directory       icon_checkmark_h17.png
Remove an Existing User from All Projects in Your Company's Procore Account       icon_checkmark_h17.png
Remove Company Insurance       icon_checkmark_h17.png
Request Company and People Imports     icon_checkmark_h17.png 1 icon_checkmark_h17.png
Respond to a 'Welcome to Procore' Email   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter the Company Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search the Company Directory (Legacy View)   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Company or User Import Template to Procore     icon_checkmark_h17.png 1 icon_checkmark_h17.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png
Set Bidder Information at the Company Level       icon_checkmark_h17.png
Switch Between Views in the Company Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Update Expiring Insurance for a Vendor in the Company Directory       icon_checkmark_h17.png
Update the Company Import Template Requires Microsoft Excel 2
Update the User Import Template Requires Microsoft Excel 2
Use Bulk Actions > Inactivate in the Company Directory       icon_checkmark_h17.png

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

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

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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_checkmark_h17.png
Integration by Procore: Request to Enable ERP Integrations for Viewpoint® Spectrum®   icon_checkmark_h17.png  
Integration by Procore: Delete Project Cost Codes from a Viewpoint® Spectrum®   icon_checkmark_h17.png  
Bidding
Task Standard Admin Procore point of contact
Award a Winning Bid and Convert it to a Purchase Order   icon_checkmark_h17.png  
Award a Winning Bid and Convert it to a Subcontract   icon_checkmark_h17.png  
Budget
Task Standard Admin  
Create a Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Budget Modification icon_checkmark_h17.png icon_checkmark_h17.png  
Import a Budget (CSV) icon_checkmark_h17.png icon_checkmark_h17.png  
Lock a Budget   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a Budget from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Commitments
Task Standard Admin  
Create a Commitment icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Commitment Change Order (CCO)   icon_checkmark_h17.png  
Create a CCO from a Change Event   icon_checkmark_h17.png1  
Create a Subcontract icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Purchase Order icon_checkmark_h17.png2 icon_checkmark_h17.png  
Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Edit a Commitment (Unsynced) icon_checkmark_h17.png3 icon_checkmark_h17.png  
Integration by Procore: Edit a Commitment Synced With Viewpoint® Spectrum® icon_checkmark_h17.png3 icon_checkmark_h17.png  
Integration by Procore: Request to Delete a Commitment Synced with Viewpoint® Spectrum®   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a CCO from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a Commitment from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Directory
Task Standard Admin  
Add a Company to the Company Directory   icon_checkmark_h17.png  
Add a Company to the Project Directory icon_checkmark_h17.png4 icon_checkmark_h17.png  
Integration by Procore: Consolidate Duplicate Vendors in the Company Directory   icon_checkmark_h17.png  
Integration by Procore: Create and Sync Vendors with Viewpoint® Spectrum®   icon_checkmark_h17.png5  
Integration by Procore: Link a {{integrations_DexterChaney}{ Vendor to a Procore Company   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor in ERP Integrations icon_checkmark_h17.png    
Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Integration by Procore: Accept or Reject a Budget for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Accept or Reject a CCO for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Accept or Reject a Commitment for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Accept or Reject a Company for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Add a Viewpoint® Spectrum® Job to Procore icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Configure Advanced Settings: ERP Integrations for Viewpoint® Spectrum®    icon_checkmark_h17.png  
Integration by Procore: Configure Advanced Settings   icon_checkmark_h17.png  
Integration by Procore: Configure the Vendor Type Import Settings for Viewpoint® Spectrum®   icon_checkmark_h17.png  
Integration by Procore: Export a Budget to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Export a CCO to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Refresh the Vendor List   icon_checkmark_h17.png  
View a Spectrum Job Costs Report   icon_checkmark_h17.png  
View an Accountant Report for Spectrum   icon_checkmark_h17.png  
View the Archived Vendors List for Spectrum   icon_checkmark_h17.png  

1 Also requires 'Standard' level permission or higher on the Change Events tool. 

2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' 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 Permission Template.

3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' 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 Permission Template

4 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 Permission Template.

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


Integration by Ryvit

Task Read-Only Standard Accounting Approver1 Admin
Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a CCO for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Prime Contract Change Order (PCCO) for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Project for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore   icon_checkmark_h17.png2    
Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project       icon_checkmark_h17.png
Integration by Ryvit: Archive a Company Record in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Assign Default Cost Types To Viewpoint® Vista™ Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Configure ERP Integrations Settings for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records       icon_checkmark_h17.png
Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies       icon_checkmark_h17.png4
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Commitment to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Prime Contract Change Order (PCCO) to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Import a Viewpoint® Vista™ Vendor Record to Procore       icon_checkmark_h17.png
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records       icon_checkmark_h17.png
Integration by Ryvit: Re-import an Original Estimate from Viewpoint® Vista™ into Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Request to Connect Procore to Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Restore an Archived Procore Company   icon_checkmark_h17.png          icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a CCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a PCCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Search the ERP Integrations Tool icon_checkmark_h17.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_checkmark_h17.png
Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record       icon_checkmark_h17.png
Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: View an Accountant Report for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: View the Archived Vendors List for Viewpoint® Vista™        
Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) users with 'Standard' permission 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.


Sage 100 Contractor

Task Read-Only Standard Accounting Approver1 Admin
Accept or Reject a Budget for Export to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Accept a Reject a Company for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Add Sage 100 Standard Cost Codes to a Project       icon_checkmark_h17.png
Add a Phase from Sage 100 to a Procore Project as a Sub Job   icon_checkmark_h17.png2   icon_checkmark_h17.png
Add a Procore Project to Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 100 Job to Procore   icon_checkmark_h17.png2   icon_checkmark_h17.png
Add a Sage 100 Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add a Sub Job to a Procore Project       icon_checkmark_h17.png
Archive a Sage 100 Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Cost Types to Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 100       icon_checkmark_h17.png
Configure the ERP Integration Settings       icon_checkmark_h17.png
Configure the Vendor Type Import Settings for Sage 100       icon_checkmark_h17.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_checkmark_h17.png
Delete a Commitment Synced with Sage 100       icon_checkmark_h17.png
Edit a Commitment Synced with Sage 100       icon_checkmark_h17.png
Edit the Name of a Sub Job from Sage 100 in a Procore Project       icon_checkmark_h17.png
Export a CCO to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Procore Budget to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Import a Sage 100 Prime Contract into Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Link a Sage 100 Vendor to a Procore Company       icon_checkmark_h17.png
Perform an On-Demand Sync with Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Re-import a Budget from Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for Sage 100 Contractor       icon_checkmark_h17.png
Restore an Archived Sage 100 Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a CCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Project from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Search the ERP Integrations Tool icon_checkmark_h17.png      
Sync Procore Projects with Sage 100 Jobs       icon_checkmark_h17.png
Sync a Sage 100 Prime Contract with Procore       icon_checkmark_h17.png
Unlink a Synced Sage 100 Vendor       icon_checkmark_h17.png
Update Project Cost Codes for Export to Sage 100     icon_checkmark_h17.png  
View a List of Synced Sub Jobs for Sage 100   icon_checkmark_h17.png2   icon_checkmark_h17.png
View a Sage 100 Job Costs Report       icon_checkmark_h17.png
View an Accountant Report for Sage 100       icon_checkmark_h17.png
View the Archived Vendors List for Sage 100       icon_checkmark_h17.png
View the Sync Schedule Page for Sage 100       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission 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

Task Read-Only Standard Accounting Approver 1 Admin
Accept or Reject a Budget for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Change Order for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Procore Company into Sage 300 CRE       icon_checkmark_h17.png
Add a Procore Project to Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job   icon_checkmark_h17.png2    
Add a Sage 300 CRE Job to Procore    icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 300 CRE Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add Sage 300 CRE Standard Cost Codes to a Procore Project       icon_checkmark_h17.png
Archive a Sage 300 CRE Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Categories to Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 300 CRE       icon_checkmark_h17.png
Configure the ERP Integration Settings for Sage 300 CRE       icon_checkmark_h17.png
Configure Sync Schedule for Sage 300 CRE       icon_checkmark_h17.png
Configure the Vendor Type Import Settings for Sage 300 CRE       icon_checkmark_h17.png
Consolidate and Link Sage 300 CRE Vendors to Procore Companies       icon_checkmark_h17.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_checkmark_h17.png
Export a Budget to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment Change Order to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Link a Sage Vendor to a Procore Company       icon_checkmark_h17.png
Perform an On-Demand Sync with Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Re-import a Budget from Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for Sage 300 CRE       icon_checkmark_h17.png
Restore an Archived Sage 300 CRE Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Retrieve a Budget from the ERP Integrations Tool       icon_checkmark_h17.png
Retrieve a Commitment Change Order from the ERP Integrations Tool       icon_checkmark_h17.png
Retrieve a Commitment from the ERP Integrations Tool       icon_checkmark_h17.png
Retrieve a Project from the ERP Integrations Tool       icon_checkmark_h17.png
Search the ERP Integrations Tool icon_checkmark_h17.png      
Unlink Commitments Synced with Sage 300 CRE®       icon_checkmark_h17.png
Unlink CCOs Synced with Sage 300 CRE®       icon_checkmark_h17.png
Unlink a Sage 300 CRE® Vendor       icon_checkmark_h17.png
Unarchive a Sage 300 CRE® Vendor   icon_checkmark_h17.png   icon_checkmark_h17.png
Update Project Cost Codes for Export to Sage 300 CRE®     icon_checkmark_h17.png  
View a Sage 300 CRE® Job Costs Report       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission 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.

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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_checkmark_h17.png  
Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Delete Project Cost Codes from a Procore + QuickBooks® Project   icon_checkmark_h17.png  
Bidding
Task Standard Admin Procore point of contact
Award a Winning Bid and Convert it to a Purchase Order   icon_checkmark_h17.png  
Award a Winning Bid and Convert it to a Subcontract   icon_checkmark_h17.png  
Budget
Task Standard Admin Procore point of contact
Create a Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Missing Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Budget Modification  icon_checkmark_h17.png icon_checkmark_h17.png  
Lock a Budget   icon_checkmark_h17.png  
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Retrieve a Budget from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Send a Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Commitments
Task Standard Admin Procore point of contact
Create a Commitment icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Commitment Change Order (CCO)   icon_checkmark_h17.png  
Create a Purchase Order icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Subcontract icon_checkmark_h17.png2 icon_checkmark_h17.png  
Delete a Commitment Synced with QuickBooks     icon_checkmark_h17.png
Edit a Commitment (Unsynced) icon_checkmark_h17.png 3 icon_checkmark_h17.png  
Edit a Commitment Synced with QuickBooks icon_checkmark_h17.png 3 icon_checkmark_h17.png  
Request to Delete a Commitment Synced with QuickBooks   icon_checkmark_h17.png  
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Resend a Rejected CCO to ERP for Accounting Acceptance   icon_checkmark_h17.png  
Retrieve a Commitment from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Retrieve a CCO from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Send a Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Send a CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Directory
Task Standard Admin  
Add a Company to the Company Directory   icon_checkmark_h17.png  
Add a Company to the Project Directory icon_checkmark_h17.png 5 icon_checkmark_h17.png  
Consolidate and Link QuickBooks Vendors to Procore Companies   icon_checkmark_h17.png  
Create and Sync Vendors with the QuickBooks Integration   icon_checkmark_h17.png 4  
Link a QuickBooks Vendor to a Procore Company   icon_checkmark_h17.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png 4  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Portfolio
Task Standard Admin Procore point of contact
Add a New Procore Project into QuickBooks icon_checkmark_h17.png 7 icon_checkmark_h17.png  
Reports
Task Standard Admin Procore point of contact
View a QuickBooks Job Cost Report icon_checkmark_h17.png 6 icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Accept or Reject a Commitment for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Accept or Reject a CCO for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Accept or Reject a Procore Company for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a Budget to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a Commitment to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a CCO to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a Vendor/Company to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Unlink CCOs Synced with QuickBooks®   icon_checkmark_h17.png 8  

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

2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' 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 Permission Template.

3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' 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 Permission Template

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

5 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 Permission Template.

6 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. 

7 Also requires the 'Add New Project' privilege. See Allow Users to Create New Projects

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

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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
Configure Advanced Settings: Planroom       icon_checkmark_h17.png
Download Bid Documents * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reading Your Bid Package * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Submit a Bid * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View All Bid Packages in the Company       icon_checkmark_h17.png
View Bid Package (that they have access to) * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Planroom Tab * icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

*Bidders need to be added to the Company level Directory in order for you to invite them to bid on a project. Once they are invited to bid, bidders will automatically be given access to the Planroom. Project managers will not need to give them access manually.

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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_checkmark_h17.png*
Add a Project to a Program       icon_checkmark_h17.png*
Assign a Project to a Different Program       icon_checkmark_h17.png*
Delete a Program       icon_checkmark_h17.png*
Edit Program Information       icon_checkmark_h17.png*
Remove a Project from a Program       icon_checkmark_h17.png*
View Programs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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

 

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Reports

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

Task None Read-only Standard Admin
Configure Advanced Settings: Company Reports       icon_checkmark_h17.png
Aggregate Data in a Custom Company Report       icon_checkmark_h17.png
Assign a Custom Report to All Projects       icon_checkmark_h17.png
Create a Custom Company Report     icon_checkmark_h17.png icon_checkmark_h17.png
Create User Sessions Report       icon_checkmark_h17.png
Delete a Custom Company Report       icon_checkmark_h17.png
Distribute a Custom Company Report       icon_checkmark_h17.png
Download an Open Submittals Report   icon_checkmark_h17.png icon_checkmark_h17.png 2  icon_checkmark_h17.png 2 
Edit a Company Level Custom Report       icon_checkmark_h17.png
Share a Custom Company Report       icon_checkmark_h17.png
View Company Reports       icon_checkmark_h17.png

1  Reports are only available to 'Admin' level users by default or the report must be shared with you. See Share a Custom Company Report. For information about permissions for viewing reports that have been assigned to a project, see Assign a Custom Report to All Projects or View Company Reports

The Company Level Open Submittals Report must be enabled on the backend by Procore. See Request to Enable the Open Submittals Report.

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Schedule

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

Task None Read-only Standard Admin
Create Calendar Items     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Company Level Schedule       icon_checkmark_h17.png
Search Project Schedules   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View All Schedule Tasks (for projects they have access to)  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View All Scheduled Tasks for All Projects       icon_checkmark_h17.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_checkmark_h17.png
Configure Your Company For The Timecard       icon_checkmark_h17.png
Create  a Timecard Entry     icon_checkmark_h17.png* icon_checkmark_h17.png
Edit a Timecard Entry       icon_checkmark_h17.png
Export a Timecards Report       icon_checkmark_h17.png
Delete a Timecard Entry       icon_checkmark_h17.png
View the Change History of a Timecard Entry       icon_checkmark_h17.png
View Timecard Entries       icon_checkmark_h17.png
View Your Own Timecard Entries   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

* 'Standard' level users can create timecard entries for only themselves.

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Timesheets

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

Task None Read-only Standard Admin
Approve a Time Entry in the Company Level Timesheets Tool       icon_checkmark_h17.png1 icon_checkmark_h17.png
Delete a Time Entry in the Company Level Timesheets Tool       icon_checkmark_h17.png1,2  icon_checkmark_h17.png
Edit a Time Entry in the Company Level Timesheets Tool       icon_checkmark_h17.png1,2  icon_checkmark_h17.png
Perform Bulk Approval Actions in the Company Level Timesheets Tool     icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter Time Entries in the Company Level Timesheets Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Unapprove a Time Entry in the Company Level Timesheets Tool       icon_checkmark_h17.png1 icon_checkmark_h17.png
View a Time Entry in the Company Level Timesheets Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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

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

 

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Project Level

Admin

The following table highlights which user permissions are required to perform the described user action.
icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Activate a Project       icon_checkmark_h17.png
Add and Edit Project Cost Codes   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Add a Project to a Program       icon_checkmark_h17.png
Add a Sub Job        icon_checkmark_h17.png
Add and Remove Project Tools   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Add Equipment       icon_checkmark_h17.png
Add Tiered Locations to a Project   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Add Spec Sections to the Admin Tool       icon_checkmark_h17.png
Add Sage 300 CRE Standard Cost Codes to a Project       icon_checkmark_h17.png
Allow or Disallow Users to Create Locations within a Tool   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Assign an Office Location to a Project       icon_checkmark_h17.png
Assign a Project to a Different Program       icon_checkmark_h17.png
Change a Project's Status to Active or Inactive       icon_checkmark_h17.png
Change Your Project's Stage of Construction       icon_checkmark_h17.png
Change Cost Code Description at the Project Level       icon_checkmark_h17.png
Change the Name of a Procore Project       icon_checkmark_h17.png
Change the Project Address       icon_checkmark_h17.png
Configure Advanced Settings: Project Admin       icon_checkmark_h17.png
Configure Project Webhooks       icon_checkmark_h17.png
Copy People From One Project to Another       icon_checkmark_h17.png
Copy Your Company's Standard Cost Codes to a Project       icon_checkmark_h17.png
Deactivate a Project       icon_checkmark_h17.png
Delete a Budget View       icon_checkmark_h17.png
Delete Tiered Location from a Project   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Delete Project Cost Codes   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Delete Spec Sections from the Admin Tool       icon_checkmark_h17.png
Edit an Existing Budget View       icon_checkmark_h17.png
Edit Tiered Locations   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Edit or Add General Project Information   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Edit Spec Sections in the Admin Tool       icon_checkmark_h17.png
Enable the DocuSign Integration       icon_checkmark_h17.png
Export Locations   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Extract Project Information       icon_checkmark_h17.png
Generate and Print QR Codes for Locations       icon_checkmark_h17.png
Import Cost Codes to Procore       icon_checkmark_h17.png
Import Two-Level Cost Codes to the Project Admin Tool       icon_checkmark_h17.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon_checkmark_h17.png
Import Spec Sections to the Admin Tool       icon_checkmark_h17.png
Invite a Batch of Users to Join a Procore Project   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Perform Bulk Actions on the Project Directory       icon_checkmark_h17.png
Project Close-out       icon_checkmark_h17.png
Reactivate a Batch of Companies in a Project Directory       icon_checkmark_h17.png
Reactivate a Batch of User Accounts in a Project Directory       icon_checkmark_h17.png
Rearrange the Tool's in the Project Toolbox   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Refresh ERP Cost Codes on a Project       icon_checkmark_h17.png
Remove a Batch of Companies from a Project Directory       icon_checkmark_h17.png
Remove a Batch of User Accounts from a Project Directory       icon_checkmark_h17.png
Remove a Project from a Program       icon_checkmark_h17.png
Remove a Project Logo       icon_checkmark_h17.png
Remove a Project from a Program       icon_checkmark_h17.png
Request a Cost Code Import       icon_checkmark_h17.png
Request a Multi-tiered Locations Import   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Request to Copy Project Cost Codes to Another Project       icon_checkmark_h17.png
Set the Project Type       icon_checkmark_h17.png
Set Up a Labor Budget to Actual Report for the Timesheets Tool       icon_checkmark_h17.png 1
Set User Permissions for the Project Admin Tool       icon_checkmark_h17.png
Upload a Project Logo       icon_checkmark_h17.png

1 The Project level Timesheets tool must also be enabled. 

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Bidding

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-Only Standard Admin
Add New Companies and Contacts to the Company Directory       icon_checkmark_h17.png5
Add Notes to the Bid List   icon_checkmark_gray_h17.png1 icon_checkmark_gray_h17.png1 icon_checkmark_h17.png
Award a Winning Bid and Convert it into a Purchase Order        icon_checkmark_h17.png
Award a Winning Bid and Convert it into a Subcontract       icon_checkmark_h17.png
Configure Advanced Settings: Bidding       icon_checkmark_h17.png
Create a Bid Package       icon_checkmark_h17.png
Delete a Bid Package       icon_checkmark_h17.png
Edit Bid Package       icon_checkmark_h17.png
Export a Bid Package's Bid List to a PDF or CSV       icon_checkmark_h17.png
Reinvite Users to Bid       icon_checkmark_h17.png
Respond to Pre-Bid Questions       icon_checkmark_h17.png
Retrieve a Bid Package from the Recycle Bin       icon_checkmark_h17.png
Review Submitted Bids       icon_checkmark_h17.png
Search for and Invite Bidders       icon_checkmark_h17.png
Send a New Correspondence in the Bidding Tab       icon_checkmark_h17.png
Update and Redistribute Bid Package       icon_checkmark_h17.png
Update Bid Documents       icon_checkmark_h17.png
Upload Bid Documents     icon_checkmark_h17.png2 icon_checkmark_h17.png2
View Bid Package   icon_checkmark_h17.png4 icon_checkmark_h17.png4 icon_checkmark_h17.png
Tasks Performed by Bidders with Planroom Tool None Read-Only Standard Admin
Check the Status of your Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Download Bid Documents   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Indicate your Intention to Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Submit a Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Submit a Pre-Bid Question   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Update a Submitted Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3

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

2 'Standard' or 'Admin' level permissions are required on the project's Documents tool to complete this function. 

3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.

4 Users with 'Read-only' or above permissions on the project's Bidding tool and added to the Bid Package Distribution List can complete this function. 

5 'Admin' level permission is required on the project's Directory tool to complete this function. 

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Change Events

The following table highlights which user permissions are required to perform the described user action.
mobile-icon-med.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read-only Standard Admin
*Add a Change Event Line Item to an Unapproved Commitment       icon_checkmark_h17.png
*Add a Change Event Line Item to an Unapproved Prime PCO       icon_checkmark_h17.png
*Add a Change Event Line Item to an Unapproved Commitment CO       icon_checkmark_h17.png
Configure Advanced Settings: Change Events       icon_checkmark_h17.png
*Create a CCO from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Change Event      icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Change Event from an RFI     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Commitment Potential Change Order (CPCO) from a Change Event        
*Create a Prime Contract Change Order (PCCO) from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Prime Potential Change Order from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Purchase Order from a Change Event       icon_checkmark_h17.png
*Create a Subcontract from a Change Event       icon_checkmark_h17.png
*Create RFQs from a Change Event       icon_checkmark_h17.png
*Create a Budget Modification from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Change Event     icon_checkmark_h17.png** icon_checkmark_h17.png
Edit a Change Event     icon_checkmark_h17.png*** icon_checkmark_h17.png
Link a Schedule of Values Line Item to a Change Event        
*Respond to an RFQ as an RFQ Recipient         
Respond to an RFQ on Behalf of an RFQ Recipient     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Deleted Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Review RFQ Responses   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View and Filter Change Events   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View and Filter RFQs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Void a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png

 

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

** 'Standard' level users can only delete change events they have created.

*** 'Standard' level users can only edit change events they have created.

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Change Events
Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator     icon_checkmark_h17.png  
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent       icon_checkmark_h17.png
Prime Contract
Job Role None Read-only Standard Admin
Owner / Construction Manager   icon_checkmark_h17.png    

* And added to the Prime Contract "Private" dropdown sot hey can see the PCO log, which will only have client change orders.

Commitments
Job Role None Read-only Standard Admin
Subcontractor     icon_checkmark_h17.png  

* And added to the Commitment's "Private" dropdown so they can respond to RFQs.

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Change Orders

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

Task None Read-only Standard Admin
Be Designated as a Reviewer of a Change Order     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Change Orders       icon_checkmark_h17.png
Create a PDF of a Change Order   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Change Order       icon_checkmark_h17.png
Email Forward a Change Order     icon_checkmark_h17.png icon_checkmark_h17.png
Review and Respond to Commitment Change Orders   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Review and Approve/Reject Prime Contract Change Orders (PCCO)     icon_checkmark_h17.png icon_checkmark_h17.png
View Change Orders     icon_checkmark_h17.png* icon_checkmark_h17.png

* Users with 'Standard' level permissions on Change Orders can only view change orders if they have been added to the 'Private' drop-down of the contract.

Admin Tool

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

Task None Read-only Standard Admin
Enable the Change Orders Tool       icon_checkmark_h17.png

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Commitments

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

 

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Be Designated as an Approver of a Commitment Change Order     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Line Item to the Schedule of Values       icon_checkmark_h17.png
Create a Payment Issued       icon_checkmark_h17.png
Add Related Items To A Commitment       icon_checkmark_h17.png
Approve and Sign a Commitment Contract N/A N/A N/A N/A
Configure Advanced Settings: Commitments       icon_checkmark_h17.png
Create a Change Order Request (COR)     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create a Commitment   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Create a Commitment Change Order     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create a Purchase Order   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Create an Invoice on Behalf of a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png
Create a Subcontract   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Create Invoice Contacts       icon_checkmark_h17.png
Edit a Billing Period for Invoices        icon_checkmark_h17.png
Create a Payment Received       icon_checkmark_h17.png
Delete a Commitment Synced with an Integrated ERP System        icon_checkmark_h17.png3
Delete an Invoice       icon_checkmark_h17.png
Edit a Commitment   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Edit a Commitment Synced with an Integrated ERP System    icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Edit a Commitment Change Order       icon_checkmark_h17.png
Edit Commitment Subcontractor Schedule of Values (as a Sub)   icon_checkmark_h17.png7 icon_checkmark_h17.png5 icon_checkmark_h17.png
Email a Commitment      icon_checkmark_h17.png icon_checkmark_h17.png
Enable the Payments Issued Subtab       icon_checkmark_h17.png
Enable Retainage on a Commitment   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Export a Commitment to PDF or DOCX       icon_checkmark_h17.png6
Export a Commitment to an Integrated ERP System        icon_checkmark_h17.png
Retrieve a Commitment from ERP       icon_checkmark_h17.png
Request to Reset a Commitment Synced with an Integrated ERP System        icon_checkmark_h17.png
Search Commitments mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Commitment to ERP Integrations for Accounting Acceptance        icon_checkmark_h17.png
Send a CCO to ERP Integrations for Accounting Acceptance        icon_checkmark_h17.png
Start a New Billing Period and Send Invoice Emails       icon_checkmark_h17.png
Submit an Invoice as a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png
View an Individual Purchase Order   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png
View an Individual Subcontract   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png
View Commitments mobile-icon-sm.png   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png
View the Change History of a Commitment       icon_checkmark_h17.png

 Your company's Procore account must be integrated with a supported ERP system. See ERP Integrations (Company Level)

1 Admin users can allow 'Standard' level users to create CCOs, CORs, and PCOs, but this is not the default permission. For more information see Configure Advanced Settings: Commitments.

2 'Read only' and 'Standard' users will only be able to view commitments that they have been granted access to via the privacy drop-down menu when editing or creating a commitment.

3 Commitments synced with an ERP-integrated system (e.g., Sage 300 CRE or QuickBooks) cannot be deleted in Procore. However, a user with 'Admin' level permissions to the Commitments tool can submit a request to delete a commitment. See Request to Reset a Synced Commitment in Sage 300 CRE or Request to Delete a Synced Commitment in QuickBooks

4  Users must have 'Standard' permissions on the project's Commitments tool as well as be listed on the Private drop-down menu for that Commitment.

5 Users must have 'Standard' permissions on the project's Commitments tool, be listed on the Private drop-down menu for that Commitment, and be listed in the Invoice Contacts drop-down menu for that Commitment.

6 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.

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

Admin Tool

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

Task None Read-only Standard Admin
Add and Remove Project Tools       icon_checkmark_h17.png

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Coordination Issues

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

Task None Read-only Standard Admin
Associate a Model with a Procore Project       icon_checkmark_h17.png
Close a Coordination Issue       icon_checkmark_h17.png
Create a Coordination Issue     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Coordination Issue     icon_checkmark_h17.png2 icon_checkmark_h17.png
Download the Procore Plug-In for Coordination Issues   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Coordination Issue     icon_checkmark_h17.png2 icon_checkmark_h17.png
Elevate a Coordination Issue to an RFI     icon_checkmark_h17.png1 icon_checkmark_h17.png1
Export a List of Coordination Issues     icon_checkmark_h17.png icon_checkmark_h17.png
Import Viewpoints to the Coordination Issues Tool       icon_checkmark_h17.png
Mark a Coordination Issue as Complete     icon_checkmark_h17.png3 icon_checkmark_h17.png
Reassociate a Model with a Procore Project       icon_checkmark_h17.png
Reopen a Coordination Issue     icon_checkmark_h17.png2 icon_checkmark_h17.png
Save Archive of Coordination Issues in Procore's Navisworks® Plugin     icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter for Coordination Issues   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Coordination Issue   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Coordination Issues Dashboard   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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

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

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

 

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Crews

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

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Add a Worker mobile-icon-med.png       icon_checkmark_gray_h17.png2   icon_checkmark_gray_h17.png2,3
Create a Crew mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Crew        icon_checkmark_h17.png
Edit a Crew mobile-icon-med.png       icon_checkmark_h17.png1 icon_checkmark_h17.png
Edit a Worker mobile-icon-med.png          icon_checkmark_gray_h17.png2,3
Remove a Worker         icon_checkmark_h17.png3
Search Crews   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search for a Worker   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Crew mobile-icon-med.png    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Worker mobile-icon-med.png    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

'Standard' users can only modify crews that they are the Crew Lead of.

'Read-only' or higher level permissions are required on the project's Directory tool to complete this function.

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

 

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Daily Log

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

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Add a Related Item to a Daily Log Entry       icon_checkmark_h17.png
Create Accident Log Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Call Log Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Daily Construction Report Log Entries mobile-icon-sm.png   icon_checkmark_gray_h17.png icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Delay Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Delivery Entries mobile-icon-sm.png   icon_checkmark_gray_h17.png icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Dumpster Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Equipment Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Inspection Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Manpower Entries mobile-icon-sm.png   icon_checkmark_gray_h17.png4 icon_checkmark_h17.png1, 4 icon_checkmark_h17.png4
Create Note Entries mobile-icon-sm.png   icon_checkmark_gray_h17.png icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Observed Weather Entries mobile-icon-sm.png       icon_checkmark_h17.png
Create Plan Revision Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Productivity Entries     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Quantity Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Safety Violation Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Scheduled Work Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Timecard Entries mobile-icon-sm.png       icon_checkmark_h17.png
Create Visitor Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create Waste Entries mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Approve Collaborator-submitted Daily Log Entries       icon_checkmark_h17.png
Change the Date to Enter Information for a Previous Day mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Configure Advanced Settings: Daily Log       icon_checkmark_h17.png
Copy a Daily Log  mobile-icon-sm.png       icon_checkmark_h17.png
Delete a Daily Log Item     icon_checkmark_h17.png3 icon_checkmark_h17.png
Delete Related Items from Daily Log Entries       icon_checkmark_h17.png
Edit a Daily Log Item mobile-icon-sm.png     icon_checkmark_h17.png2, 3 icon_checkmark_h17.png
Email a Daily Log  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Enable "Related To" For Daily Log Items       icon_checkmark_h17.png
Export a Daily Log as PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Mark a Daily Log as Complete  mobile-icon-sm.png       icon_checkmark_h17.png
Search Daily Log Reports mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Daily Log Items mobile-icon-sm.png   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png
View Change History Log      icon_checkmark_h17.png icon_checkmark_h17.png
View Daily Log Notes Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

Users with 'Read Only' or 'Standard' permissions who are granted the ‘Collaborator Entry Only’ granular permission will only be able to view logs they created. 

Users with 'Read Only' or 'Standard' permissions who are granted the 'Collaborator Entry Only' granular permission will be able to edit their own entries until they are approved.

Users with 'Standard' permissions who are granted the ‘Standard Users Can Edit and Delete Own Entries’ granular permission will be able to edit or delete their own entries for days that have not been marked as complete.

Users will also need 'Read Only' or above permissions on the Directory tool to create Manpower Log entries.

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Direct Costs

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Create a Direct Cost     icon_checkmark_gray_h17.png icon_checkmark_h17.png
Edit a Direct Cost     icon_checkmark_gray_h17.png icon_checkmark_h17.png
Export Direct Costs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Direct Cost    

icon_checkmark_gray_h17.png

icon_checkmark_h17.png
Search and Filter Direct Costs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Switch Direct Costs Views   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

 

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Directory

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

Important! A user who is granted 'Admin' level permissions to the project's Directory tool is also automatically granted 'Admin' permissions across all of the project's tools.

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Add a Company to the Project Directory   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Add a Distribution Group to the Project Directory   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Add a Person to the Project Directory    icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Add Project Insurance to a Company Record in the Project Directory       icon_checkmark_h17.png
Assign a Permission Template to a Project User   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Bulk Add People and Companies to a Project from the Company Directory   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Change a User's Permissions       icon_checkmark_h17.png
Configure the Project Team on the Project Home Page       icon_checkmark_h17.png
Configure Advanced Settings: Project Directory       icon_checkmark_h17.png
Create a Project Permission Template from the Project Directory       icon_checkmark_h17.png
Customize the Column Display in the Directory Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Distribution Group from the Project Directory       icon_checkmark_h17.png
Download vCard for a Person   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Company in the Project Directory       icon_checkmark_h17.png
Edit a Distribution Group       icon_checkmark_h17.png
Edit a Person in the Project Directory       icon_checkmark_h17.png
Enable Schedule Notifications for a Person on a Project       icon_checkmark_h17.png
Enable Weather Delay Alerts by Phone or Email       icon_checkmark_h17.png
Export the Project Directory to CSV or PDF     icon_checkmark_h17.png icon_checkmark_h17.png
Forward Contact Information by Email mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Invite or Reinvite a User to Join a Procore Project       icon_checkmark_h17.png
Invite a Batch of Users to Join a Procore Project       icon_checkmark_h17.png
Perform Bulk Actions on the Project Directory       icon_checkmark_h17.png
Reactivate a Company in the Project Directory       icon_checkmark_h17.png
Reactivate a User in the Project Directory       icon_checkmark_h17.png
Remove a Company from a Project       icon_checkmark_h17.png
Remove a User from a Project       icon_checkmark_h17.png
Remove Project Insurance from a Company Record       icon_checkmark_h17.png
Remove a Batch of User Accounts from a Project Directory       icon_checkmark_h17.png
Remove a Batch of Companies from a Project Directory       icon_checkmark_h17.png
Request Company and People Imports     icon_checkmark_gray_h17.png icon_checkmark_h17.png
Save Contact to Phone on a Mobile Device mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter the Project Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Set Bidder Information at the Project Level       icon_checkmark_h17.png
Set up a Project Directory       icon_checkmark_h17.png
Switch Between Views in the Project Directory   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Update the Company Import Template Anyone with the file can update the template 
Update the User Import Template Anyone with the file can update the template 
Update Your Login ID Email Address for Your Procore User Account   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Project Directory mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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Documents

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

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Add a Related Item to a File       icon_checkmark_h17.png
Add/Edit a File Description       icon_checkmark_h17.png
Change Permission Settings on a Folder or File    icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Check In or Out a File     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Documents       icon_checkmark_h17.png
Create a Folder     icon_checkmark_h17.png icon_checkmark_h17.png
Delete Files/Folders  mobile-icon-sm.png   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Download a Previous Version of a File mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download Files and Folders  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email Files and Folders  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export Documents to a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Manage Permissions for Files and Folders   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Manage Who Tracks Files and Folders       icon_checkmark_h17.png
Move and Copy Files and Folders   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Preview a File mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Rename a File   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Rename a Folder   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Retrieve a File or Folder from the Recycle Bin   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Search for and Filter Documents   mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Sort Document Folder Contents   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Track a Folder or File   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Transfer Documents Between Projects       icon_checkmark_h17.png
Upload a New Version of a File     icon_checkmark_h17.png icon_checkmark_h17.png
Upload Bid Documents     icon_checkmark_h17.png icon_checkmark_h17.png
Upload Files into a Folder     icon_checkmark_h17.png icon_checkmark_h17.png
View a Document   icon_checkmark_gray_h17.png1 icon_checkmark_gray_h17.png1 icon_checkmark_h17.png

1 'Read-only' and 'Standard' users can only view 'Private' documents if they are granted the 'Access Private Folders and Files' granular permission, or if they are added to the File Permissions or Folder Permissions list. See Manage Permissions for Files and Folders.

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Drawings

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

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

   icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

Task None Read-only Standard Admin
Add a Link to a Drawing mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Add Drawing Area mobile-icon-sm.png       icon_checkmark_h17.png
Add Photos to a Drawing     icon_checkmark_h17.png icon_checkmark_h17.png
Add Punch List Items to a Drawing mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Allow Users To Delete Published Markups       icon_checkmark_h17.png
Change a Drawing Version's Number       icon_checkmark_h17.png
Compare Drawing Revisions   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Drawings       icon_checkmark_h17.png
Configure Default Drawing Disciplines        icon_checkmark_h17.png
Create a Drawing Set       icon_checkmark_h17.png
Delete a Drawing Area       icon_checkmark_h17.png
Delete a Drawing Set       icon_checkmark_h17.png
Delete Drawing Markups (personal)  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete Drawing Markups (published) mobile-icon-sm.png       icon_checkmark_h17.png
Delete Drawings       icon_checkmark_h17.png
Delete Pending Drawings       icon_checkmark_h17.png
Download Drawings  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Drawing Area Name       icon_checkmark_h17.png
Edit a Drawing Set          icon_checkmark_h17.png
Edit Drawings         icon_checkmark_h17.png
Email Drawings   mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Enable or Disable Drawing Areas       icon_checkmark_h17.png
Export the Drawings Log to a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export Drawings as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Filter Drawing Markups   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Link to Related Items on a Drawing  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Manage Drawing Log       icon_checkmark_h17.png
Mark Drawings as Obsolete         icon_checkmark_h17.png
Mark Up a Drawing (personal)  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Mark Up a Drawing (published) mobile-icon-sm.png      icon_checkmark_h17.png icon_checkmark_h17.png
Open a Drawing   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Print Drawings mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Publish Personal Drawing Markups mobile-icon-sm.png      icon_checkmark_h17.png icon_checkmark_h17.png
Reorder Drawings       icon_checkmark_h17.png
Review and Confirm Drawings       icon_checkmark_h17.png
Search For and Filter Drawings  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Subscribe to the Drawings Log   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png1
Unsubscribe from the Drawings Log   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png1
Upload a Drawing Sketch       icon_checkmark_h17.png
Upload Drawing Revisions   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
Upload Drawings   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.png
View the All Drawing Sets and Revisions Report       icon_checkmark_h17.png
View the All Sketches Report    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Measurements Report for Drawings   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png2
View the Deleted Drawings Revision Report       icon_checkmark_h17.png
View Sketches mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Drawings mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Markup Activity Feed   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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

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

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Emails

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

Task None Read-only Standard Admin
Apply a Tag to an Email     icon_checkmark_h17.png icon_checkmark_h17.png
Archive an Email       icon_checkmark_h17.png
Configure Advanced Settings: Emails       icon_checkmark_h17.png
Create a Tag to Filter Emails       icon_checkmark_h17.png
Create an Email     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Email as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete an Email       icon_checkmark_h17.png
Delete a Tag from the Emails Tool       icon_checkmark_h17.png
Filter Emails by Tag   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Forward an Email Using the Emails Tool     icon_checkmark_h17.png icon_checkmark_h17.png
Add an Email Signature to Procore Emails   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Mark an Email as Private       icon_checkmark_h17.png
Mark an Email as Spam       icon_checkmark_h17.png
Remove a Tag from an Email     icon_checkmark_h17.png icon_checkmark_h17.png
Reply to an Email Sent from the Emails Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Restore an Archived Email       icon_checkmark_h17.png
Retrieve an Email from the Recycle Bin       icon_checkmark_h17.png
Search Emails in the Emails Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send an Inbound Email to the Project's Emails Tool icon_checkmark_h17.png1      
Set Up Your Outbound Email Signature   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png2
Reply to an Email Using the Emails Tool     icon_checkmark_h17.png icon_checkmark_h17.png
Unmark an Email as Spam       icon_checkmark_h17.png
View All Emails in the Emails Tool       icon_checkmark_h17.png

1 Anyone who knows the inbound email address can send an email to the project's Emails tool, whether or not they are a Procore user. See Send an Inbound Email to the Project's Emails Tool.  

2 The ability to set up an email signature is available under your name in the top-right corner of the Procore web application by selecting the 'My Settings' menu option

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Equipment

The following table highlights which user permissions are required to perform the described user action.
Note: Users will need 'Read-only' or above permissions on the Company level Equipment tool to access the Project level Equipment tool. 

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

Task None Read-only Standard Admin
Customize the Column Display in the Project Level Equipment Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Project Level Equipment Entry      icon_checkmark_h17.png1 icon_checkmark_h17.png
Edit a Project Level Equipment Entry mobile-icon-med.png      icon_checkmark_h17.png1 icon_checkmark_h17.png
Export a Project Level Equipment List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Project Level Equipment Entry from the Recycle Bin      icon_checkmark_h17.png1 icon_checkmark_h17.png
Search and Filter Project Level Equipment Entries mobile-icon-med.png    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Project Level Equipment Entry mobile-icon-med.png    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of a Project Level Equipment Entry       icon_checkmark_h17.png

'Standard' users can perform functions on equipment entries they have created.

 

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Forms

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

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

Task None Read-only Standard Admin
Configure Advanced Settings: Forms      

icon_checkmark_h17.png

Create a Company Level Form Template       icon_checkmark_h17.png
Delete a Company Level Form Template       icon_checkmark_h17.png
View a Form mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png1 icon_checkmark_h17.png
Fill out a Form mobile-icon-med.png     icon_checkmark_h17.png  icon_checkmark_h17.png
Search for and Filter Forms   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email a Form mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export the Forms List to a CSV or PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download a Project Level Form   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Upload a Completed Fillable PDF     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Project Level Form mobile-icon-med.png       icon_checkmark_h17.png
Delete a Project Level Form mobile-icon-med.png       icon_checkmark_h17.png
Retrieve a Project Level Form from the Recycle Bin       icon_checkmark_h17.png

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

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Home

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

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

Task None Read-only Standard Admin
Add a Project Photo to the Home Page This is set in the Project level Photos Tool.
Add Favorites to the Project Tools Menu   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Add, Modify, and Remove Project Home Links       icon_checkmark_h17.png
Add the Project Team to the Project Home Page       icon_checkmark_h17.png
Change the Project Address This is updated in the Project level Admin Tool.
Change Your Login ID Email Address for Your Procore User Account   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Project Home       icon_checkmark_h17.png
Edit My Account Settings   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Open Items from the Project Overview in the Project's Home page   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Rearrange Your Project Level Navigation Bar       icon_checkmark_h17.png
Set up a Live Project Cam in Procore       icon_checkmark_h17.png
Set Up a Persistent Project Message for the Home Page       icon_checkmark_h17.png
Show or Hide Project Weather on the Project Home Page       icon_checkmark_h17.png
View a Live Project Cam in Procore   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Home Page   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Project Weather on the Home Page   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Recently Changed Items on a Project   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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Incidents

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

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

Task None Read-only Standard Admin
Add a Related Item to an Incident       icon_checkmark_h17.png
Add an Environmental Record to an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Add an Injury Record to an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Near Miss Record to an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Property Damage Record to an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Close an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Configure Advanced Settings: Incidents       icon_checkmark_h17.png
Create an Incident     icon_checkmark_h17.png icon_checkmark_h17.png
Delete an Incident       icon_checkmark_h17.png
Delete an Incident Record       icon_checkmark_h17.png
Edit a Near Miss Record     icon_checkmark_h17.png1 icon_checkmark_h17.png
Edit an Incident     icon_checkmark_h17.png1 icon_checkmark_h17.png
Edit an Injury Record     icon_checkmark_h17.png1 icon_checkmark_h17.png
Email Incidents     icon_checkmark_h17.png icon_checkmark_h17.png
Export Incidents as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an Incident From the Recycle Bin       icon_checkmark_h17.png
View an Incident   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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

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Inspections

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

Note: If a user has 'Read-only' or 'Standard' permissions on the Inspections tool, they will not be able to view a private inspection unless they have been added to the distribution list, or added as an Inspector or Point of Contact on the inspection. This also affects the user's ability to see observations created from the inspection, even if the observations are assigned to the user.

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

Task None Read-only Standard Admin
Add a Related Item to an Inspection       icon_checkmark_h17.png1
Add Company Level Inspection Templates to Your Project        icon_checkmark_h17.png
Close an Inspection mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Configure Advanced Settings: Inspections       icon_checkmark_h17.png
Create a Project Level Inspection mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Project Level Inspection Template       icon_checkmark_h17.png
Create an Observation from an Inspection mobile-icon-med.png     icon_checkmark_h17.png3 icon_checkmark_h17.png
Delete an Inspection        icon_checkmark_h17.png
Delete an Inspection Template       icon_checkmark_h17.png
Edit a Project Level Inspection mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Edit a Project Level Inspection Template       icon_checkmark_h17.png
Email Inspections mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Inspection as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Perform an Inspection mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an Inspection From the Recycle Bin       icon_checkmark_h17.png
Search and Filter for Inspections mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Project Level Inspections mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Activity Feed of an Inspection mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Change History of an Inspection        icon_checkmark_h17.png
View Signatures on an Inspection mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

'Read only' and 'Standard' level users can view related items. 'Admin' users can add related items.

2 'Standard' level users can only close and edit inspections that they have created.

3 'Standard' level permission or higher is also required on the Observations Tool to complete this function.

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Instructions

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

Task None Read-only Standard Admin
Add the Instructions Tool to a Project       icon_checkmark_h17.png1
Configure Advanced Settings: Instructions       icon_checkmark_h17.png2
Create an Instruction from an RFI     icon_checkmark_h17.png icon_checkmark_h17.png
Create and Issue an Instruction     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Instruction   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Instructions List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Request to Enable the Instructions Tool       icon_checkmark_h17.png1
Retrieve an Instruction from the Recycle Bin       icon_checkmark_h17.png
Send an Instruction to the Recycle Bin     icon_checkmark_h17.png icon_checkmark_h17.png
Set User Permission for the Instructions Tool       icon_checkmark_h17.png
Switch Between Views in the Instructions Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Update and Re-Issue an Instruction     icon_checkmark_h17.png icon_checkmark_h17.png

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

2 You must also have read access to the RFI. For details, see Create an Instruction from an RFI.

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Invoicing

A user's access to the Invoicing tool is dependent on their permissions on the Prime Contract and Commitments tool. The tables below highlight which permissions are required on the Prime Contract or Commitments tool in order for a user to perform specific actions on the Invoicing tool. 

Prime Contract 

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

Task None Read-only Standard Admin
Create Payment       icon_checkmark_h17.png
Create an Owner Invoice        icon_checkmark_h17.png
Edit an Owner Invoice's Configurable PDF View       icon_checkmark_h17.png
Email an Owner Invoice        icon_checkmark_h17.png

 Commitments

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

Task None Read-only Standard Admin
Create a Payment Issued       icon_checkmark_h17.png
Create an Invoice on Behalf of a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png
Create Invoice Contacts       icon_checkmark_h17.png
Edit a Billing Period for Invoices        icon_checkmark_h17.png
Create a Payment Received       icon_checkmark_h17.png
Delete an Invoice       icon_checkmark_h17.png
Enable the Payments Issued Subtab       icon_checkmark_h17.png
Start a New Billing Period and Send Invoice Emails       icon_checkmark_h17.png
Submit an Invoice as a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png

4  Users must have 'Standard' permissions on the project's Commitments tool as well as be listed on the Private drop-down menu for that Commitment.

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Meetings

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

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

Task None Read-only Standard Admin
Add a Comment to a Meeting Item     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Meeting Category        icon_checkmark_h17.png
Add a Meeting Item mobile-icon-med.png       icon_checkmark_h17.png
Add a Meeting To Your Personal Calendar   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Add a Related Item to a Meeting       icon_checkmark_h17.png
Add Meeting Minutes  mobile-icon-med.png       icon_checkmark_h17.png
Configure Advanced Settings: Meetings        icon_checkmark_h17.png
Convert a Meeting from Agenda to Minutes Mode mobile-icon-med.png       icon_checkmark_h17.png
Create a Follow-up Meeting       icon_checkmark_h17.png
Create a Meeting mobile-icon-sm.png       icon_checkmark_h17.png
Create a Meeting from a Template       icon_checkmark_h17.png
Delete a Meeting       icon_checkmark_h17.png
Delete a Meeting Category       icon_checkmark_h17.png
Delete a Meeting Item       icon_checkmark_h17.png
Distribute a Meeting Agenda       icon_checkmark_h17.png
Distribute and Redistribute Meeting Minutes       icon_checkmark_h17.png
Edit a Meeting Item       icon_checkmark_h17.png
Edit a Meeting mobile-icon-sm.png       icon_checkmark_h17.png