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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
Allow a Standard User to Add a Person to a Project Directory       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 Your Company's Default Project Settings       icon_checkmark_h17.png
Create a Meeting Template       icon_checkmark_h17.png
Create Custom Bid Email       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
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
Disable 2-Step Authentication       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 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 Observation Types       icon_checkmark_h17.png
Edit Program Information       icon_checkmark_h17.png
Enable Avatars       icon_checkmark_h17.png
Enable/Disable Surveys in Procore       icon_checkmark_h17.png
Enable Terms and Conditions       icon_checkmark_h17.png
Enable Vendor Insurance Notifications       icon_checkmark_h17.png
Export the Company Standard Cost Code List       icon_checkmark_h17.png
Import Custom Cost Codes and Divisions       icon_checkmark_h17.png
Request to Enable the Open Submittals Report       icon_checkmark_h17.png
Request to Enable a Session Timeout Interval       icon_checkmark_h17.png
Set Default Change Order Configuration       icon_checkmark_h17.png
Set Default Cost Types       icon_checkmark_h17.png
Set Up 2-Step Authentication       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

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

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ERP Integrations

 

Dexter + Chaney SpectrumQuickBooks | Sage 300 CRE


Dexter + Chaney Spectrum

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 Dexter + Chaney Spectrum. 

Admin
Task Standard Admin Procore point of contact
Enable the ERP Integrations Tool     icon_checkmark_h17.png
Request to Enable ERP Integrations for Spectrum   icon_checkmark_h17.png  
Budget
Task Standard Admin  
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  
Import a Budget (CSV) 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  
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  
Edit a Commitment Synced With Spectrum icon_checkmark_h17.png3 icon_checkmark_h17.png  
Request to Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Resend a Rejected CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Resend a Rejected Commitment to ERP Integrations for Accounting 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  
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.png4 icon_checkmark_h17.png  
Consolidate Duplicate Vendors in the Company Directory   icon_checkmark_h17.png  
Create and Sync Vendors with the Spectrum Integration   icon_checkmark_h17.png5  
Link a Spectrum Vendor to a Procore Company   icon_checkmark_h17.png  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Restore an Archived Spectrum Vendor in ERP Integrations icon_checkmark_h17.png    
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Company for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Add a Spectrum Job to Procore icon_checkmark_h17.png icon_checkmark_h17.png
Add a Spectrum Vendor to the Company Directory icon_checkmark_h17.png icon_checkmark_h17.png
Archive a Spectrum Vendor in Procore icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: ERP Integrations for Spectrum   icon_checkmark_h17.png  
Configure ERP Integrations Settings   icon_checkmark_h17.png  
Configure the Vendor Type Import Settings for Spectrum   icon_checkmark_h17.png  
Export a Budget to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a CCO to 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.


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  
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.png3 icon_checkmark_h17.png  
Edit a Commitment Synced with QuickBooks icon_checkmark_h17.png3 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.png5 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.png4  
Link a QuickBooks Vendor to a Procore Company   icon_checkmark_h17.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png4  
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.png7 icon_checkmark_h17.png  
Reports
Task Standard Admin Procore point of contact
View a QuickBooks Job Cost Report icon_checkmark_h17.png6 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  

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

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Sage 300 CRE

Task Read-Only Standard Accounting Approver1 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 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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Company Level Inspections

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

Task None Read-only Standard Admin
Configure Advanced Settings: Company Level Inspections       icon_checkmark_h17.png
Create a Company Level Inspection Template       icon_checkmark_h17.png
Delete a Company Level Inspection Template       icon_checkmark_h17.png
Edit a Company Level Inspection Template       icon_checkmark_h17.png
Search Inspections   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of an Inspection Template       icon_checkmark_h17.png

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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
Email 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 Level Reports       icon_checkmark_h17.png
Create a Custom Company Report       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 icon_checkmark_h17.png
Edit a Company Level Custom Report       icon_checkmark_h17.png*
View Company Reports       icon_checkmark_h17.png*

* Users can only edit, distribute, delete, and view the reports they created.

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
Add a Timecard Entry     icon_checkmark_h17.png* icon_checkmark_h17.png
Configure Advanced Settings: Timecard       icon_checkmark_h17.png
Configure Your Company For The Timecard       icon_checkmark_h17.png
Create Timecard Entries for All Users       icon_checkmark_h17.png
Create Your Own Timecard Entries     icon_checkmark_h17.png icon_checkmark_h17.png
Edit Timecard Entires       icon_checkmark_h17.png
Export a Timecards Report       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 add timecard entries for only themselves.

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Project Level

Admin

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

Task None Read-only Standard Admin
Activate a Project       icon_checkmark_h17.png
Add a Project to a Program       icon_checkmark_h17.png
Add a Sub Job        icon_checkmark_h17.png
Add or Remove Tools on a Project       icon_checkmark_h17.png
Add Equipment       icon_checkmark_h17.png
Add Tiered Locations to a Project       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_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
Configure Advanced Settings: Project Admin       icon_checkmark_h17.png
Configure Project Webhooks       icon_checkmark_h17.png
Copy Contacts From One Project to Another       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_h17.png
Delete Project Cost Codes       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 and Add Project Cost Codes       icon_checkmark_h17.png
Edit Tiered Locations       icon_checkmark_h17.png
Edit or Add General Project Information       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_h17.png
Extract Project Information       icon_checkmark_h17.png
Generate a QR Code for a Location       icon_checkmark_h17.png
Import Custom Cost Codes to a Project       icon_checkmark_h17.png
Import Spec Sections to the Admin Tool       icon_checkmark_h17.png
Project Close-out       icon_checkmark_h17.png
Refresh ERP Cost Codes on a Project       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_h17.png
Request to Copy Project Cost Codes to Another Project       icon_checkmark_h17.png
Set the Project Type       icon_checkmark_h17.png
Set User Permissions for the Project Admin Tool       icon_checkmark_h17.png
Upload a Project Logo       icon_checkmark_h17.png

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Bidding

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

Task None Read-Only Standard Admin
Add Notes to the Bid List   icon_checkmark_h17.png2 icon_checkmark_h17.png1, 2 icon_checkmark_h17.png
Award a Winning Bid and Convert it into a Commitment        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 n/a n/a n/a n/a
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 Users with 'Read Only' or 'Standard' level permission can be granted the Create Bid Notes, Edit Bid Notes, and/or Delete Bid Notes granular permission to perform. See Grant Granular Permissions in a Permission Template. Note: These users must also be added to the Bid Package's Distribution (see Create a Bid Package or Edit a Bid Package), so they can view the bid package and perform create, edit, or delete bid action.

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

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Budget

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

Task None Read-only Standard Admin
Change Budget Values     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Budget       icon_checkmark_h17.png
Create a Budget PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
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
Create a Budget Snapshot     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Custom Budget Report       icon_checkmark_h17.png
Create a Missing Budget Line Item     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Budget Line Item     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Budget     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w15.jpg       icon_checkmark_h17.png
Import Budget CSV     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Sage     icon_checkmark_h17.png icon_checkmark_h17.png
Import a ProEst Estimate for the Budget SOV     icon_checkmark_h17.png icon_checkmark_h17.png
Lock a Budget     icon_checkmark_h17.png icon_checkmark_h17.png
Reading a Budget   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Set up a Budget     icon_checkmark_h17.png icon_checkmark_h17.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w15.jpg       icon_checkmark_h17.png
Unlock a Budget       icon_checkmark_h17.png
Use the "Forecast to Complete" Feature     icon_checkmark_h17.png icon_checkmark_h17.png
View a Budget Snapshot   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Budget Modifications Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Buyout Summary Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Budget Detail Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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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
*Create a Budget Modification from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Change Event mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a CPCO From a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Prime Contract Change Order (PCCO) from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Prime PCO from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create RFQs       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
Export a Change Event   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
*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
Search Change Events    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
View Scope Estimate   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Change Events Summary   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 edit change events they have created.

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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 icon_checkmark_h17.png

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.

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
Add Payments 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_h17.png8 icon_checkmark_h17.png5, 6 icon_checkmark_h17.png
Create a Commitment Change Order     icon_checkmark_h17.png1 icon_checkmark_h17.png
Create a Purchase Order   icon_checkmark_h17.png8 icon_checkmark_h17.png5 icon_checkmark_h17.png
Create a Requisition on Behalf of a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png
Create a Subcontract   icon_checkmark_h17.png8 icon_checkmark_h17.png6 icon_checkmark_h17.png
Create Requisition Billing Distribution       icon_checkmark_h17.png
Edit a Billing Period for Requisitions        icon_checkmark_h17.png
Create Field Order       icon_checkmark_h17.png
Create Payment       icon_checkmark_h17.png
Delete a Commitment Synced with an Integrated ERP System        icon_checkmark_h17.png3
Delete a Requisition        
Edit a Commitment   icon_checkmark_h17.png8 icon_checkmark_h17.png7 icon_checkmark_h17.png
Edit a Commitment Synced with an Integrated ERP System    icon_checkmark_h17.png8 icon_checkmark_h17.png7 icon_checkmark_h17.png
Edit a Commitment Change Order       icon_checkmark_h17.png
Email a Commitment      icon_checkmark_h17.png icon_checkmark_h17.png
Email a Subcontract     icon_checkmark_h17.png icon_checkmark_h17.png
Enable the Payments Issued Subtab       icon_checkmark_h17.png
Enable Retainage on a Commitment   icon_checkmark_h17.png8 icon_checkmark_h17.png7 icon_checkmark_h17.png
Export Subcontract to DOCX       icon_checkmark_h17.png
Export Subcontract to a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
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 Requisition Emails       icon_checkmark_h17.png
Submit a Requisition as a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png
View all Subcontracts and Purchase Orders       icon_checkmark_h17.png
View Purchase Order   icon_checkmark_h17.png2 icon_checkmark_h17.png2 icon_checkmark_h17.png
View 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

 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, or have 'Admin' permissions on the project's Commitments tool.  

5  Users with 'Standard' permissions on the project's Commitments tool must also be granted the 'Create Purchase Order' granular permission. See Grant Granular Permissions in a Permission Template.  

6  Users with 'Standard' permissions on the project's Commitments tool must also be granted the 'Create Subcontract' granular permission. See Grant Granular Permissions in a Permission Template.  

7  Users with 'Standard' permissions on the project's Commitments tool must also be granted the 'Update Purchase Order' and Update Subcontract' granular permission. See Grant Granular Permissions in a Permission Template.  

8  Users with 'Read Only' permissions on the project's Commitments tool can perform this task only if the appropriate granular permission is enabled on the permission template associated with their user account. See Grant Granular Permissions in a Permission Template.  

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
Enable the Commitments Tool       icon_checkmark_h17.png

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Direct Costs

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
Create a Direct Cost     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Direct Cost     icon_checkmark_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_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. 

Task None Read-only Standard Admin
Add a Company to the Project Directory   icon_checkmark_h17.png6 icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Distribution Group to the Project Directory   icon_checkmark_h17.png6 icon_checkmark_h17.png2 icon_checkmark_h17.png
Add a Person to the Project Directory    icon_checkmark_h17.png6 icon_checkmark_h17.png3 icon_checkmark_h17.png
Add Insurance for a Vendor in the Project Directory       icon_checkmark_h17.png
Assign a Permission Template to a Project User       icon_checkmark_h17.png
Bulk Add People and Companies to a Project from the Company Directory   icon_checkmark_h17.png6 icon_checkmark_h17.png4 icon_checkmark_h17.png
Change a User's Permissions       icon_checkmark_h17.png
Change Your Email Address in Procore   icon_checkmark_h17.png icon_checkmark_h17.png 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
Deactivate a Company in the Project Directory       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
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       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
Import Users into the Project Directory       icon_checkmark_h17.png5
Import Vendors into the Project Directory       icon_checkmark_h17.png5
Invite or Reinvite a Person to a Project       icon_checkmark_h17.png
Reactivate a Company 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       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
View the Project Directory mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 Users with 'Standard' level permissions on the project's Directory must also be also granted the 'Create and Edit Companies' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

2 Users with 'Standard' level permissions to the project's Directory must also be granted the 'Create and Edit Distribution Groups' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

3 Users with 'Standard' level permissions to the project's Directory must also be granted the 'Create and Edit Users' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

4 Users with 'Standard' level permissions to the project's Directory must also be granted the 'Add from Company Directory' granular permission for the Project Directory. See Grant Granular Permissions in a Permission Template

5 Users with 'Admin' level permissions to the project's Directory tool must submit an import request to imports@procore.com. See Import Users to the Project Directory and Import Vendors to the Project Directory.

6 Users with 'Read-only' level permissions to the project's Directory can perform this action if they are also granted granular permissions for the Project Directory. See Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?

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Documents

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 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_h17.png
Check In or Out a File     icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: Documents       icon_checkmark_h17.png
Configure the Procore + Box Sync Integration       icon_checkmark_h17.png1
Create a Folder     icon_checkmark_h17.png icon_checkmark_h17.png
Delete Files/Folders  mobile-icon-sm.png   icon_checkmark_h17.png7 icon_checkmark_h17.png2 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
Integrate your Box Account  icon_checkmark_h17.png  icon_checkmark_h17.png  icon_checkmark_h17.png icon_checkmark_h17.png
Manage Permissions for Files and Folders   icon_checkmark_h17.png7 icon_checkmark_h17.png4 icon_checkmark_h17.png
Manage Who Tracks Files and Folders       icon_checkmark_h17.png
Move and Copy Files and Folders   icon_checkmark_h17.png7 icon_checkmark_h17.png3 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_h17.png7 icon_checkmark_h17.png5 icon_checkmark_h17.png
Rename a Folder   icon_checkmark_h17.png7 icon_checkmark_h17.png5 icon_checkmark_h17.png
Retrieve a File or Folder from the Recycle Bin   icon_checkmark_h17.png7 icon_checkmark_h17.png6 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
Sync the Documents Tool with the Procore + Box Sync Integration     icon_checkmark_h17.png1 icon_checkmark_h17.png1
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
Unlink a Procore + Box Sync Integration       icon_checkmark_h17.png1
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_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 Requires an active Box.com account. For details, see Configure the Procore + Box Sync Integration.

2 Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Delete Files and Folders' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

3 Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Move and Copy Files and Folders' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

4 Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Set Permissions' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

5 Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Rename Folders and Files' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

6 Users with 'Standard' level permissions on the project's Documents tool can view the contents of the Recycle Bin only if they are granted the 'See Recycle Bin' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.​​​​​​​

7  Users with 'Read-only' level permissions to the project's Documents can perform this action if they are also granted the appropriate granular permission for the Documents tool. See Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?

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Drawings

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 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
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 Publish 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
Unsubscribe from the Drawings Log       icon_checkmark_h17.png
Upload a Drawing Sketch       icon_checkmark_h17.png
Upload Drawing Revisions       icon_checkmark_h17.png
Upload Drawings       icon_checkmark_h17.png
View All Drawing Sets and Revisions       icon_checkmark_h17.png
View All Sketches Report    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Sketches mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Deleted Drawings Revision Report       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

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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 Message     icon_checkmark_h17.png icon_checkmark_h17.png
Archive a Message in the Email Tool       icon_checkmark_h17.png
Configure Advanced Settings: Emails       icon_checkmark_h17.png
Create a Tag to Filter Email Messages       icon_checkmark_h17.png
Create an Email     icon_checkmark_h17.png icon_checkmark_h17.png
Export an Email Message as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Delete an Email (see Send an Email to the Recycle Bin)       icon_checkmark_h17.png
Delete a Tag from an Email Message     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Tag from the Emails Tool       icon_checkmark_h17.png
Filter Email Messages by Tag   icon_checkmark_h17.png 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 Email as Private       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 Message       icon_checkmark_h17.png
Retrieve an Email from the Recycle Bin       icon_checkmark_h17.png
Search the Emails Tool for Messages   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send an Email to the Recycle Bin       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
View all Public and Private Emails       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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Home

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

Task None Read-only Standard Admin
Add the Project Team to the Project Home Page       icon_checkmark_h17.png
Change Project Address       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
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
View a Live Project Cam in Procore   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Home Page   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Project Overview   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View "Your" Items and 'Recently Changed Items' Sections   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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Inspections

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 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       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     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   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   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Change History of an Inspection        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.

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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
Copy Meeting Minutes From a Previous Meeting       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
Export a Meeting as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Forward a Meeting by Email       icon_checkmark_h17.png
Initiate an Email Communication Thread for a Meeting icon_checkmark_h17.png1     icon_checkmark_h17.png
Record Meeting Attendance       icon_checkmark_h17.png
Reorder Meeting Items and Categories       icon_checkmark_h17.png
Search for a Meeting  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Meeting  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of a Meeting   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. See Initiate an Email Communication Thread for a Meeting).

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Observations

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 an Observation mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Related Item to an Observation        icon_checkmark_h17.png
Add Custom Observation Types       icon_checkmark_h17.png1
Change the Status of an Observation mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Close an Observation mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Configure Advanced Settings: Observations       icon_checkmark_h17.png
Create an Observation mobile-icon-med.png     icon_checkmark_h17.png3 icon_checkmark_h17.png
Create an Observation from an Inspection       icon_checkmark_h17.png
Delete an Observation        icon_checkmark_h17.png
Delete Observation Types       icon_checkmark_h17.png1
Edit Observation Types       icon_checkmark_h17.png1
Edit an Observation mobile-icon-med.png     icon_checkmark_h17.png4 icon_checkmark_h17.png
Email Observations     icon_checkmark_h17.png icon_checkmark_h17.png
Export Observations as a PDF or CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Can Be Included on the Distribution List   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reject an Observation       icon_checkmark_h17.png
Respond to an Observation mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Retrieve an Observation from the Recycle Bin       icon_checkmark_h17.png
Search for and Filter Observations mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Activity Stream of an Observation mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Observations mobile-icon-med.png   icon_checkmark_h17.png5 icon_checkmark_h17.png6 icon_checkmark_h17.png
View Observations by Type mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

This requires additional permissions: 'Admin' permissions on the Company level Admin tool.

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

'Standard' users can only assign observations to an 'Admin' user. The 'Admin' user can then finalize the observation and assign it to the appropriate 'Standard' or 'Admin' user.

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

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

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

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Photos

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 application. 

Task None Read-only Standard Admin
Add Description to a Photo mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Project Photo       icon_checkmark_h17.png
Bulk Edit Photos       icon_checkmark_h17.png
Change Album       icon_checkmark_h17.png
Change the Order of Photo Albums       icon_checkmark_h17.png
Configure Advanced Settings: Photos       icon_checkmark_h17.png
Create a Photo Album mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Photo Album       icon_checkmark_h17.png
Delete Photos mobile-icon-sm.png       icon_checkmark_h17.png
Download Photos mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email Photos (Inbound) icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Email Photos (Outbound)  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Photo as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Find Starred (Favorited) Photos       icon_checkmark_h17.png
Mark a Photo as Private       icon_checkmark_h17.png
Mark an Album as Private       icon_checkmark_h17.png
Move Photos To Another Album       icon_checkmark_h17.png
Rename an Album mobile-icon-sm.png       icon_checkmark_h17.png
Retrieve a Photo from the Recycle Bin       icon_checkmark_h17.png
Rotate Photos mobile-icon-sm.png       icon_checkmark_h17.png
Search and Filter Photos mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Set Photo Location     icon_checkmark_h17.png icon_checkmark_h17.png
Star a Photo       icon_checkmark_h17.png
Subscribe to Photos   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Upload Photos  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
View Photos mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

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Prime Contract

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

Task None Read-only Standard Admin
Approve a Prime Contract       icon_checkmark_h17.png
Configure Advanced Settings: Prime Contract       icon_checkmark_h17.png
Create a CCO From a PCO       icon_checkmark_h17.png
Create Change Order Request       icon_checkmark_h17.png
Create Payment       icon_checkmark_h17.png
Create Payment Application       icon_checkmark_h17.png
*Create a Potential Change Order     icon_checkmark_h17.png icon_checkmark_h17.png
Create Prime Contract Change Order       icon_checkmark_h17.png
Create Schedule of Values (SOV) from the Budget       icon_checkmark_h17.png
Delete Prime Contract       icon_checkmark_h17.png
Edit a CCO Linked to a PCO       icon_checkmark_h17.png
Edit a Payment Application       icon_checkmark_h17.png
Edit a Prime Contract       icon_checkmark_h17.png
Edit Advanced Settings Subtab in Prime Contract       icon_checkmark_h17.png
Email a Payment Application       icon_checkmark_h17.png
Email a Potential Change Order (PCO)       icon_checkmark_h17.png
Email Prime Contract       icon_checkmark_h17.png
Export a Prime Contract to DOCX       icon_checkmark_h17.png
Export a Prime Contract to PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Filter Prime Contract Change Orders     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Prime Contract CSV       icon_checkmark_h17.png
Import a ProEst Estimate for the Prime Contract SOV       icon_checkmark_h17.png
Remove a Potential Change Order or Change Order Request       icon_checkmark_h17.png
Remove a Prime Contract Change Order       icon_checkmark_h17.png
Set or Release Retainage For All Line Items For a Payment Application       icon_checkmark_h17.png
Set Up a Prime Contract       icon_checkmark_h17.png
**View Prime Contract   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of a Prime Contract       icon_checkmark_h17.png

* Standard level users can only create a PCO if the "Allow Standard Level Users to Create PCOs" checkbox is selected in the Prime Contract configuration settings. For more information, see Configure Advanced Settings: Prime Contract

**Read-Only and Standard level users can only view the Prime Contract if they are added to the drop-down in the "Private" field of the Prime Contract.

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Punch List

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 Attachments to a Punch List Item       icon_checkmark_h17.png icon_checkmark_h17.png
Assign a Punch List Item to a 'Standard' or 'Admin' Level User  mobile-icon-sm.png       icon_checkmark_h17.png
Assign a Punch List Item to an 'Admin' level User Only  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Close Punch List Item  mobile-icon-sm.png     icon_checkmark_h17.png1 icon_checkmark_h17.png
Configure Advanced Settings: Punch List       icon_checkmark_h17.png
Create a Project Level Punch Item Template       icon_checkmark_h17.png
Create a Punch List Item  mobile-icon-sm.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Create a Quick Punch Category on a Project       icon_checkmark_h17.png
Deactivate a Punch Item Template on a Project       icon_checkmark_h17.png
Delete a Punch Item Template from a Project       icon_checkmark_h17.png
Delete a Quick Punch Category at the Company Level       icon_checkmark_h17.png
Delete a Punch List Item        icon_checkmark_h17.png
Edit a Punch List Item  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Quick Punch Category at the Project Level       icon_checkmark_h17.png
Email Punch List Items mobile-icon-sm.png       icon_checkmark_h17.png
Export Punch List Log as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Punch List Log as a CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Punch List Log as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Import Punch List Items       icon_checkmark_h17.png
Reject a Punch List Item  mobile-icon-sm.png       icon_checkmark_h17.png
Resolve a Punch List Item     icon_checkmark_h17.png3 icon_checkmark_h17.png
Retrieve Deleted Punch Item from Recycle Bin       icon_checkmark_h17.png
Search and Filter the Punch List  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Punch List Item mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
View all Punch List Items mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Change History of a Single Punch List Item       icon_checkmark_h17.png

1 Users with 'Standard' level permissions can close out a punch list item that they have created, but can not close out punch list items that other users have created.

'Standard' level users can only assign 'Admin' level users to the Assignee on a punch list item.

3 Users with 'Standard' level permissions can only change the status of a punch list item if they are listed as an assignee on that punch list item.

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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
Add a Custom Report       icon_checkmark_h17.png
Configure Advanced Settings: Reports       icon_checkmark_h17.png
Delete a Custom Project Report       icon_checkmark_h17.png**
View Assignment Report       icon_checkmark_h17.png
View All Schedule Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View All Daily Log Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Change Order Reconciliation Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Change Order Report By Change Reason   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Committed Cost Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Cost Code Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Draw Requests by Date Report   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Overdue Commitment Change Orders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Overdue Prime Contract Change Orders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Punch List Delays   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View RFI Delays   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Submittal Approvers' Response Time   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Timecard Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Unexpected Prime Contract Change Orders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View User Sessions Reports   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Vendor Insurance   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *
View Watch Folders   icon_checkmark_h17.png * icon_checkmark_h17.png * icon_checkmark_h17.png *

* Users also need 'Read-only' permissions or above on the project tool associated with the report data for all non-financial tools. For financial tools, the user must have 'Admin' permissions on that tool to be associated with report data.

​** Users can only delete the reports they created.

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RFIs

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
Assign an RFI to a 'Standard' Level User       icon_checkmark_h17.png
Be Assigned an RFI     icon_checkmark_h17.png1 icon_checkmark_h17.png
Add a Related Item to an RFI        icon_checkmark_h17.png
Add a Submittal or Submittal Package to an RFI       icon_checkmark_h17.png
Change the Ball in Court on an RFI       icon_checkmark_h17.png
Choose an "Official Response" for an RFI       icon_checkmark_h17.png
Close an RFI   mobile-icon-sm.png       icon_checkmark_h17.png
Configure Advanced Settings: RFIs       icon_checkmark_h17.png
Create a Potential Change Order from an RFI       icon_checkmark_h17.png
Create an RFI  mobile-icon-sm.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Create and View a Custom RFI Report     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Response to an RFI       icon_checkmark_h17.png
Delete an RFI       icon_checkmark_h17.png
Designate the Default RFI Manager for a Project's RFIs       icon_checkmark_h17.png
Edit a Custom RFI Report     icon_checkmark_h17.png3 icon_checkmark_h17.png
Edit an RFI  mobile-icon-sm.png       icon_checkmark_h17.png
Email Forward an RFI   mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export an RFI to PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the RFIs List to CSV or PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reopen an RFI mobile-icon-med.png       icon_checkmark_h17.png
Respond to an RFI  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve an RFI from the Recycle Bin       icon_checkmark_h17.png
Search for and Filter RFIs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Share a Custom RFI Report       icon_checkmark_h17.png
View Notification Log of Shared RFI Reports       icon_checkmark_h17.png
View RFI Questions and Responses Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Public RFI  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Private RFI  mobile-icon-sm.png    icon_checkmark_h17.png1 4 icon_checkmark_h17.png1 4 icon_checkmark_h17.png
View RFI Log as a Chart   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 'Admin' level users may assign RFIs to a 'Standard' level user, though this is not default.

2 'Standard' level users will create RFIs in "Draft" mode. In addition, 'Standard' level users can only add 'Admin' level users to the Assigned To field on an RFI.

3 'Standard' level users can edit reports that they have created.

4 Users can only see private RFIs if they are on the distribution list or assigned the RFI.

 

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Schedule

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 Related Items to a Scheduled Task       icon_checkmark_h17.png
Configure Advanced Settings: Schedule       icon_checkmark_h17.png
Configure Schedule Notification Emails       icon_checkmark_h17.png
Configure the Project Level Schedule Tool for Primavera P6       icon_checkmark_h17.png
Create a Calendar Item     icon_checkmark_h17.png icon_checkmark_h17.png
Delete Calendar Item       icon_checkmark_h17.png
Delete Current Schedule       icon_checkmark_h17.png
Edit a Calendar Item     icon_checkmark_h17.png1 icon_checkmark_h17.png
Email a Calendar Item     icon_checkmark_h17.png icon_checkmark_h17.png
Export Schedule as a PDF       icon_checkmark_h17.png
Request a Schedule Change     icon_checkmark_h17.png icon_checkmark_h17.png
Search and Filter for Scheduled Tasks mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send Recurring Look Ahead Schedules       icon_checkmark_h17.png
Update a Project Schedule File       icon_checkmark_h17.png
Upload a Project Schedule File to Procore's Web Application       icon_checkmark_h17.png
Upload an Asta Powerproject Schedule       icon_checkmark_h17.png
View a Project Schedule mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Scheduled Task mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 'Standard' users can edit calendar items they have created.

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Submittals

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 Related Items to a Submittal       icon_checkmark_h17.png
Add Related Items to a Submittal Package       icon_checkmark_h17.png
Add Reviewers to the Submittal Workflow     icon_checkmark_h17.png icon_checkmark_h17.png
Bulk Edit Submittals in a Package       icon_checkmark_h17.png
Change the Ball in Court Person on a Submittal       icon_checkmark_h17.png
Close a Submittal       icon_checkmark_h17.png
Configure Advanced Settings: Submittals       icon_checkmark_h17.png
Create a Submittal      icon_checkmark_h17.png icon_checkmark_h17.png
Create a Submittal Package with Submittal Workflow       icon_checkmark_h17.png
Create a Submittal Revision     icon_checkmark_h17.png+ icon_checkmark_h17.png
Create Custom Submittal Log Statuses Configure this setting in the Admin Tool (Company Level)
Create Custom Submittal Responses (Project Level)        icon_checkmark_h17.png
Create Custom Submittal Types (Company Level)    Configure this setting in the Admin Tool (Company Level)
Create Custom Submittal Types (Project Level) Configure this setting in the Admin Tool (Project Level)
Create/View a Custom Submittal Report   icon_checkmark_h17.png* icon_checkmark_h17.png* icon_checkmark_h17.png*
Delete a Custom Submittal Report       icon_checkmark_h17.png
Delete a Submittal        icon_checkmark_h17.png
Distribute a Submittal       icon_checkmark_h17.png
Distribute the Submittals in a Package (Submittal Workflow)       icon_checkmark_h17.png
Download All Submittal Attachments  mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Download an Open Submittals Report Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report     icon_checkmark_h17.png* icon_checkmark_h17.png*
Edit a Submittal      icon_checkmark_h17.png+ icon_checkmark_h17.png
Edit a Submittal Package        icon_checkmark_h17.png
Edit a Submittal Response       icon_checkmark_h17.png
Email Forward a Submittal  mobile-icon-sm.png     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Custom Submittals Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Submittals Log (e.g., to CSV, Excel, and PDF)   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Forward a Submittal for Review (Sequential Approval)     icon_checkmark_h17.png icon_checkmark_h17.png
Generate a QR Code for a Submittal    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Import Submittals (Parallel Approval)       icon_checkmark_h17.png
Import Submittals (Sequential Approval)       icon_checkmark_h17.png
Mark a Submittal as Private        icon_checkmark_h17.png
Mass Review Submittals in a Package       icon_checkmark_h17.png
Only Show Most Current Revisions in the Submittal Log    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Reassign a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Redistribute a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Request a Submittals Import       icon_checkmark_h17.png
Request to Disable Number Submittals By Spec Section       icon_checkmark_h17.png
Request to Enable Parallel Approval       icon_checkmark_h17.png
Request to Enable Submittal Package Workflow       icon_checkmark_h17.png
Request to Enable Submittal Schedule Information       icon_checkmark_h17.png
Request to Enable the Open Submittals Report Requires 'Admin' level permission to the Company Level Reports tool
Respond to a Forwarded Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a Submittal      icon_checkmark_h17.png icon_checkmark_h17.png
Respond to a Submittal as a Reviewer (Submittal Workflow)     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Submittal from the Recycle Bin        icon_checkmark_h17.png
Search and Filter for Submittals mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send a Submittal Package for Review     icon_checkmark_h17.png icon_checkmark_h17.png
Set Up Submittal Schedule Calculations     icon_checkmark_h17.png icon_checkmark_h17.png
Share a Custom Submittal Report     icon_checkmark_h17.png* icon_checkmark_h17.png*
Switch Between Submittals Views   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Upload and Submit a Submittal     icon_checkmark_h17.png icon_checkmark_h17.png
View Notification Log of Shared Submittals Reports       icon_checkmark_h17.png
View Submittals mobile-icon-sm.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View the Change History of a Submittal       icon_checkmark_h17.png
View the Submittal Approvers Response Time Report       icon_checkmark_h17.png

* Users will also need 'Read-only' and above permissions on the Reports tab to access Submittal Reports.

+ 'Standard' level users can edit and upload revisions of submittals they have created.

 Users with 'Admin' level permissions to the Submittals tool can submit a request to import submittals data to Procore. 

‡ Users with 'Standard' level permission can only add reviewers with 'Admin' level permission to a submittal's workflow. However ,users with 'Admin' level permission can add users with 'Standard' level permission or higher to a submittal's workflow. 

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Last modified
10:21, 22 Jun 2017

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