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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-mindtouch-table-check.png
Add Custom Observation Types       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Program       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Program       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Program Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign Integration in Your Company's Account       icon-mindtouch-table-check.png
Export the Company Standard Cost Code List       icon-mindtouch-table-check.png
Import Cost Codes to Procore       icon-mindtouch-table-check.png
Import Two-Level Cost Codes to the Company Admin Tool       icon-mindtouch-table-check.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Default Change Order Configuration       icon-mindtouch-table-check.png
Set Default Cost Types       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.png

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

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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 Company level Directory tool is automatically granted 'Admin' permissions across all Project level tools.

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

1  A user with 'Standard' level permission must also be granted the 'Request Company and People Imports' granular permission. See Grant Granular Permissions in a 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-mindtouch-table-check.png
Download Bid Documents * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reading Your Bid Package * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Bid Packages in the Company       icon-mindtouch-table-check.png
View Bid Package (that they have access to) * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom Tool * icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

*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-mindtouch-table-check.png*
Add a Project to a Program       icon-mindtouch-table-check.png*
Assign a Project to a Different Program       icon-mindtouch-table-check.png*
Delete a Program       icon-mindtouch-table-check.png*
Edit Program Information       icon-mindtouch-table-check.png*
Remove a Project from a Program       icon-mindtouch-table-check.png*
View Programs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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

 

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Reports

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  icon_checkmark_h17.png 
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-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Level Schedule       icon-mindtouch-table-check.png
Search Project Schedules   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Schedule Tasks (for projects they have access to)  mobile-icon-sm.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View All Scheduled Tasks for All Projects       icon-mindtouch-table-check.png

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Timecard

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

Task None Read-only Standard Admin
Configure Advanced Settings: Timecard       icon-mindtouch-table-check.png
Configure Your Company For The Timecard       icon-mindtouch-table-check.png
Create  a Timecard Entry     icon-mindtouch-table-check.png* icon-mindtouch-table-check.png
Edit a Timecard Entry       icon-mindtouch-table-check.png
Export a Timecards Report       icon-mindtouch-table-check.png
Delete a Timecard Entry       icon-mindtouch-table-check.png
View the Change History of a Timecard Entry       icon-mindtouch-table-check.png
View Timecard Entries       icon-mindtouch-table-check.png
View Your Own Timecard Entries   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.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-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Delete a Time Entry in the Company Level Timesheets Tool       icon-mindtouch-table-check.png1,2  icon-mindtouch-table-check.png
Edit a Time Entry in the Company Level Timesheets Tool       icon-mindtouch-table-check.png1,2  icon-mindtouch-table-check.png
Export Time Entries to Import into QuickBooks®          icon-mindtouch-table-check.png3
Export Time Entries from the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Perform Bulk Approval Actions in the Company Level Timesheets Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter Time Entries in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set Up your Payroll Export for QuickBooks®          icon-mindtouch-table-check.png3
Unapprove a Time Entry in the Company Level Timesheets Tool       icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
View a Time Entry in the Company Level Timesheets Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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

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

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

 

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Project Level

Admin

The following table highlights which user permissions are required to perform the described user action.
icon-mindtouch-table-check-grey.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-mindtouch-table-check.png
Add and Edit Project Cost Codes   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Add a Project to a Program       icon-mindtouch-table-check.png
Add a Sub Job        icon-mindtouch-table-check.png
Add and Remove Project Tools   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Add Equipment       icon-mindtouch-table-check.png
Add Tiered Locations to a Project   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Add Sage 300 CRE Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Allow or Disallow Users to Create Locations within a Tool   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Assign an Office Location to a Project       icon-mindtouch-table-check.png
Assign a Project to a Different Program       icon-mindtouch-table-check.png
Change a Project's Status to Active or Inactive       icon-mindtouch-table-check.png
Change Your Project's Stage of Construction       icon-mindtouch-table-check.png
Change Cost Code Description at the Project Level       icon-mindtouch-table-check.png
Change the Name of a Procore Project       icon-mindtouch-table-check.png
Change the Project Address       icon-mindtouch-table-check.png
Configure Advanced Settings: Project Admin       icon-mindtouch-table-check.png
Configure Project Webhooks       icon-mindtouch-table-check.png
Copy People From One Project to Another       icon-mindtouch-table-check.png
Copy Your Company's Standard Cost Codes to a Project       icon-mindtouch-table-check.png
Deactivate a Project       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete Tiered Location from a Project   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Delete Project Cost Codes   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png
Edit an Existing Budget View       icon-mindtouch-table-check.png
Edit Tiered Locations   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit or Add General Project Information   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png
Enable the DocuSign Integration       icon-mindtouch-table-check.png
Export Locations   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png1
Generate and Print QR Codes for Locations       icon-mindtouch-table-check.png
Import Cost Codes to Procore       icon-mindtouch-table-check.png
Import Two-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Import Multi-Level Cost Codes to the Project Admin Tool       icon-mindtouch-table-check.png
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png
Invite a Batch of Users to Join a Procore Project   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Perform Bulk Actions on the Project Directory       icon-mindtouch-table-check.png
Project Close-out       icon-mindtouch-table-check.png
Reactivate a Batch of Companies in a Project Directory       icon-mindtouch-table-check.png
Reactivate a Batch of User Accounts in a Project Directory       icon-mindtouch-table-check.png
Rearrange the Tool's in the Project Toolbox   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Remove a Batch of Companies from a Project Directory       icon-mindtouch-table-check.png
Remove a Batch of User Accounts from a Project Directory       icon-mindtouch-table-check.png
Remove a Project from a Program       icon-mindtouch-table-check.png
Remove a Project Logo       icon-mindtouch-table-check.png
Remove a Project from a Program       icon-mindtouch-table-check.png
Request a Cost Code Import       icon-mindtouch-table-check.png
Request a Multi-tiered Locations Import   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Request to Copy Project Cost Codes to Another Project       icon-mindtouch-table-check.png
Set the Project Type       icon-mindtouch-table-check.png
Set Up a Labor Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png2
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png
Upload a Project Logo       icon-mindtouch-table-check.png

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

2 The Project level Timesheets tool must also be enabled. 

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Bidding

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

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

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

 - Indicates that the task requires the ERP Integrations tool. See ERP Integrations.

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 Budget Line Item   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Add a Partial Budget Line Item   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Apply the View, Snapshot, Group, and Filter Options on a Budget View       icon-mindtouch-table-check.png
Change Budget Values     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Budget       icon-mindtouch-table-check.png
Create a Budget PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Budget Modification     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report       icon-mindtouch-table-check.png
Create a Missing Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Budget Line Item       icon-mindtouch-table-check.png
Edit a Budget   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Export a Budget View to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Budget CSV   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Import a Budget from Sage     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a ProEst Estimate for the Budget SOV     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Lock a Budget   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Reading a Budget   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png
Set up a Budget     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Unlock a Budget       icon-mindtouch-table-check.png
Use the "Forecast to Complete" Feature     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Modifications Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Buyout Summary Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Detail Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.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
*Add a Change Event Line Item to an Unapproved Commitment       icon-mindtouch-table-check.png
*Add a Change Event Line Item to an Unapproved Prime PCO       icon-mindtouch-table-check.png
*Add a Change Event Line Item to an Unapproved Commitment CO       icon-mindtouch-table-check.png
Configure Advanced Settings: Change Events       icon-mindtouch-table-check.png
*Create a CCO from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Potential Change Order (CPCO) from a Change Event        
*Create a Prime Contract Change Order (PCCO) from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Prime Potential Change Order from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
*Create a Purchase Order from a Change Event       icon-mindtouch-table-check.png
*Create a Subcontract from a Change Event       icon-mindtouch-table-check.png
*Create RFQs from a Change Event       icon-mindtouch-table-check.png
*Create a Budget Modification from a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Change Event     icon-mindtouch-table-check.png** icon-mindtouch-table-check.png
Edit a Change Event     icon-mindtouch-table-check.png*** icon-mindtouch-table-check.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-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Deleted Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review RFQ Responses   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter RFQs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Void a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

* 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-mindtouch-table-check.png      
Company Administrator     icon-mindtouch-table-check.png  
Engineer icon-mindtouch-table-check.png      
Owner / Construction Manager icon-mindtouch-table-check.png      
Project Manager       icon-mindtouch-table-check.png
Subcontractor icon-mindtouch-table-check.png      
Superintendent       icon-mindtouch-table-check.png
Prime Contract
Job Role None Read-only Standard Admin
Owner / Construction Manager   icon-mindtouch-table-check.png    

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

Commitments
Job Role None Read-only Standard Admin
Subcontractor     icon-mindtouch-table-check.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-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Change Orders       icon-mindtouch-table-check.png
Create a PDF of a Change Order   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order       icon-mindtouch-table-check.png
Email Forward a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Approve/Reject Prime Contract Change Orders (PCCO)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change Orders     icon-mindtouch-table-check.png* icon-mindtouch-table-check.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-mindtouch-table-check.png

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Commitments

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

icon-mindtouch-table-check-grey.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-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Line Item to the Schedule of Values       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Add Related Items To A Commitment       icon-mindtouch-table-check.png
Approve and Sign a Commitment Contract N/A N/A N/A N/A
Configure Advanced Settings: Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Change Order Tiers       icon-mindtouch-table-check.png
Create a Change Order Request (COR)     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Create a Commitment   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Create a Commitment Change Order     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Create a Purchase Order   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Create an Invoice on Behalf of a Subcontractor     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Invoices        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System        icon-mindtouch-table-check.png3
Delete an Invoice       icon-mindtouch-table-check.png
Edit a Commitment   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System    icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Edit a Commitment Change Order       icon-mindtouch-table-check.png
Edit Commitment Subcontractor Schedule of Values (as a Sub)   icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable the Payments Issued Subtab       icon-mindtouch-table-check.png
Enable Retainage on a Commitment   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Export a Commitment to PDF or DOCX       icon-mindtouch-table-check.png6
Export a Commitment to an Integrated ERP System        icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System        icon-mindtouch-table-check.png
Search Commitments mobile-icon-sm.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Send a CCO to ERP Integrations for Accounting Acceptance        icon-mindtouch-table-check.png
Start a New Billing Period and Send Invoice Emails       icon-mindtouch-table-check.png
Submit an Invoice as a Subcontractor     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
View an Individual Purchase Order   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
View an Individual Subcontract   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
View Commitments mobile-icon-sm.png   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.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-mindtouch-table-check.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
Add or Manage Comments on a Coordination Issue   icon_checkmark_h17.png4 icon_checkmark_h17.png4 icon_checkmark_h17.png4
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 Plugin 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
Reassign a Coordination Issue     icon_checkmark_h17.png5 icon_checkmark_h17.png5
Reassociate a Model with a Procore Project       icon_checkmark_h17.png
Reopen a Coordination Issue     icon_checkmark_h17.png2 icon_checkmark_h17.png
Save NWD with all Coordination Issues as Viewpoints      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 Activity Feed of 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 listed as the Assignee.

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

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

 

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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
View the Daily Log Calendar   icon_checkmark_h17.png5 icon_checkmark_h17.png5 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.

The Calendar View is not visible to users with the ‘Collaborator Entry Only’ granular permission enabled on their permission template.

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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-med.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-med.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-med.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.

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

   icon-mindtouch-table-check-grey.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 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add Photos to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Punch List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set       icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png
Delete Pending Drawings       icon-mindtouch-table-check.png
Download Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Drawing Area Name       icon-mindtouch-table-check.png
Edit a Drawing Set          icon-mindtouch-table-check.png
Edit Drawings         icon-mindtouch-table-check.png
Email Drawings  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable or Disable Drawing Areas       icon-mindtouch-table-check.png
Export the Drawings Log to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Drawings as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Drawing Markups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link to Related Items on a Drawing  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Drawing Log       icon-mindtouch-table-check.png
Mark Drawings as Obsolete         icon-mindtouch-table-check.png
Mark Up a Drawing (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark Up a Drawing (published) icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open a Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Print Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Publish Personal Drawing Markups icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reorder Drawings       icon-mindtouch-table-check.png
Review and Confirm Drawings   icon-mindtouch-table-check-grey.png3 icon-mindtouch-table-check-grey.png3 icon-mindtouch-table-check.png
Search For and Filter Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subscribe to the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png1
Unsubscribe from the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png1
Upload a Drawing Sketch       icon-mindtouch-table-check.png
Upload Drawing Revisions   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
Upload Drawings   icon-mindtouch-table-check-grey.png icon-mindtouch-table-check-grey.png icon-mindtouch-table-check.png
View the All Drawing Sets and Revisions Report       icon-mindtouch-table-check.png
View the All Sketches Report    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Measurements Report for Drawings   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2
View the Deleted Drawings Revision Report       icon-mindtouch-table-check.png
View Sketches icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Markup Activity Feed   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 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.

3 Users with the 'Upload and Review Drawings' granular permission can review and confirm drawings.

4 Users with the 'Upload Drawings' or 'Upload and Review Drawings' granular permission can upload drawings.

 

 

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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