User Permissions Matrix - Web
The following reference page is a comprehensive breakdown of all user actions and the specific user permissions (Read Only, Standard, and/or Admin) that are required to be able to perform that action. Since certain tools are available at both the Company and Project levels, be sure to select the appropriate navigational hyperlink below.
Company Level
360 Reporting (Company Level)
360 Reports
Overview
Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
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Permissions to create and manage reports.
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Permissions to access reporting data.
1. Permissions to Create and Manage Reports
permissions differ based on dataset
Users need 'Admin' level permissions to the Company Directory tool to create and manage most Company 360 reports.
However, when creating a Company 360 report for the Project Execution Dataset, permissions are managed by granting users permissions to the Company 360 Reporting tool. The table below shows the permissions required to create and manage Company 360 Reports for the Project Execution Dataset.
Company 360 Reporting Permissions for Project Execution Dataset
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
|
Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
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Assign a 360 Report to All Projects |
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Users must have 'Admin' level permissions to the Company Directory to perform this action. |
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Configure Settings |
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Users must have 'Admin' level permissions to the Company Directory to perform this action. |
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Copy a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Create a Calculated Column |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Create a Report |
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Create a Report Using a Template |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Create a User Activity Report |
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Users must have 'Admin' level permissions to the Company Directory to perform this action. |
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Delete a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Distribute a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Edit a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Export a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Share a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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View a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
2. Permissions for Data Access
You need the following permissions levels in the source tool to view the relevant data:
Action Plans
If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permissions.
Admin
Asset
Change Events
If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.
Commitments
Coordination Issues
If you have access to view the coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.
Correspondence
If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.
Note: Super Private correspondences are excluded.
Daily Log
If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.
Directory
Documents
Document Management
Drawings
If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.
Forms
If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.
Incidents
If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.
Inspections
If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.
Instructions
If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.
Meetings
If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.
Observations
If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.
Photos
If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.
Project Document Management (PDM) - Beta
Punch List
If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.
RFIs
If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.
Resource Planning
Schedule
If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.
Specifications
If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.
Submittals
If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.
Tasks
If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.
Timecards
Timesheets
If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.
Single Tool Reports
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
This table shows the user permissions needed to take each action in the Company 360 Reporting tool.
|
Company 360 Reporting Tutorials Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
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Add a Visual to a Company Single Tool Report You Created |
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You must also have permission to view the data in the report's tool. |
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Aggregate Data in a Company Single Tool Report |
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You must also have permission to view the data in the report's tool. |
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Assign a Single Tool Report to All Projects |
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Copy a Company Single Tool Report You Created |
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Copy a Company Single Tool Report as a Viewer (Shared) |
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Configure Settings: 360 Reporting |
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Create a Calculated Column in a Company Single Tool Report You Created |
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You must also have permission to view the data in the report's tool. |
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Create a Company Single Tool Report Using Data from the Company Directory |
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Create a Company Single Tool Report Using Data from the Company Portfolio tool |
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Create a Company Single Tool Report Using Data from Financial Management Tools |
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Delete a Company Single Tool Report You Created |
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Delete Any Company Single Tool Report |
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Distribute a Snapshot of a Custom Company Report You Created |
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Distribute Any Snapshot of a Custom Company |
You must have 'Admin' level permissions to the Company Directory tool. |
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Download an Open Submittals Report |
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Edit a Company Single Tool Report |
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You must be either the report's Creator or have 'Admin' level permissions to the Company Directory tool. |
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Export a Company Single Tool Report You Created |
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Export a Single Tool Company Report as a Viewer (Shared) |
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Share a Company Single Tool Report |
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View a Report |
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You must also have permission to view the data in the report's tool. |
Admin (Company Level)
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
|
Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
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Add a Budget View for Real-Time Labor Costing |
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Add a Classification |
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Add a Custom Bid Type |
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Add a Custom Department |
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Add a Custom Owner Type |
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Add a Custom Program |
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Add a Custom Project Region |
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Add a Custom Project Role |
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Add a Custom Project Stage |
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Add a Custom Project Type |
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Add a Custom Trade |
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Add a Project Type |
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Add a Template Correspondence Type |
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Add a Unit of Measure to the Units of Measure Master List |
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Add an Office |
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Add Company Cost Codes |
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Add Company Cost Types |
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Add Company Level Observation Types |
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Add Custom Segments |
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Add Employer Identification Number |
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Add Multiple Office Locations |
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Add New Project Dates |
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Add Required Compliance Documents to Compliance Templates (Beta) |
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Add Root Cause Analysis Fields |
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Add Segment Items |
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Add Task Categories |
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Apply Configurable Fieldsets to Projects |
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Arrange the Company Budget Code Structure |
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Change Compliance Template Names (Beta) |
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Configure the Administrative Settings for Procore |
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Configure Company Webhooks |
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Configure Default Estimating Settings |
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Configure Default Views for Estimating |
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Configure Email Notifications when Creating New Projects |
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Configure Single Sign On in the Company Admin Tool |
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Configure the Financial Health Section for the Health Dashboard |
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Users must also have 'Standard' level permissions or higher to the project's Budget tool. |
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Configure Your Company's Default Project Settings |
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Create a Bid Template (Beta) |
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Users must also have 'Read-Only' level permissions or higher to the project's Company Directory tool. |
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Create a Bid Template Collection (Beta) |
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Users must also have 'Read-Only' level permissions or higher to the project's Company Directory tool. |
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Create a Meeting Template |
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Create Custom Submittal Log Statuses |
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Create Custom Submittal Types |
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Create a New Expense Allocation |
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Create New Configurable Fieldsets |
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Create Your Company's Default Work Breakdown Structure |
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Customize Daily Log Names |
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Deactivate Segment Items |
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Delete a Budget |
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Delete a Custom Trade |
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Delete a Meeting Template |
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Delete a Program |
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Delete Company Office Locations |
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Delete Custom Segments |
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Delete Observation Types |
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Delete Root Cause Analysis Fields |
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Display Project Number in Change Project Drop-Down Menu |
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Edit a Meeting Template |
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Edit a Project Template |
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Users can also have 'Admin' level permissions to the Company Directory tool. |
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Edit an Existing Budget View |
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Edit Company Name |
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Edit Company Office Locations |
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Edit Configurable Fieldsets |
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Edit Custom Segment Settings |
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Edit Observation Types |
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Edit or Delete Required Compliance Documents from Compliance Templates (Beta) |
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Edit Program Information |
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Edit Root Cause Analysis Fields |
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Edit Segment Items |
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Enable Avatars |
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Enable/Disable Surveys in Procore |
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Enable or Disable Task Codes |
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Enable Project Level Budget Code Structure Edits |
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Enable Security Settings for Logins, Passwords, and Session Timeout Intervals |
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Enable Sub Jobs for WBS |
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Enable Terms and Conditions |
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Enable Vendor Insurance Notifications |
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Enable the DocuSign® Integration on Your Company's Procore Account |
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Export Segments to CSV |
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Import Segment Items into your Company Level Admin Tool |
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Manage Apps |
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Manage Custom Statuses for Correspondence Types |
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Reactivate Segment Items |
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Remove Configurable Fieldsets from Projects |
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Set up a New Budget View |
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Set Up the Procore Labor Productivity Cost Budget View |
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Set Default Change Order Configuration |
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Set Time Zone |
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Turn T&M Ticket Sections On and Off |
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Update the Tool Settings for Contracts |
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Upload a Company Logo |
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View Account Information |
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View Project Insights |
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View the Company Cost Type Segment Settings |
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Bid Board
Important
Paid Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the company's Bid Board tool?
|
Action |
None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a Bid Board Project to the Portfolio Tool |
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Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
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Add a Change Order for an Estimate |
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Add an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Add and Manage Internal Notes in a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add and Manage Tasks in a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add Adjustments to an Estimate |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog from Estimating |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | |||
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Add Notes to Individual Line Items on an Estimate |
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Add Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Apply a Template in the Bid Board Tool |
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Assign a Budget Code from an Estimate |
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Configure Bid Board Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Configure Columns for an Estimate |
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Configure Columns for an Estimate |
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy or Move a Group to Another Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy a Takeoff Group |
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Copy a Takeoff Layer |
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Create a Project in the Bid Board |
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Create a Purchase Order from an Estimate |
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Delete a Project on the Bid Board |
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Delete Documents from a Bid Board Project |
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Delete a a Takeoff Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Delete Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Download Documents from a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Edit a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Edit Project Stages on the Bid Board |
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Expand or Collapse Takeoff Groups |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export a Bid Proposal |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Manage Bids from the Bid Board |
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Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Move a Group of Takeoff Layers to a New Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Move a Group of Takeoff Layers to a New Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Rename a Takeoff Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Respond to a Bid from the Bid Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Run Automated Area Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Search for and Filter Projects on the Bid Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Show or Hide Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Split Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Submit a Bid Proposal |
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Upload Documents to a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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View an Estimate |
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View Any Bid Board Project |
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View Bid Board Projects as the Assigned 'Estimator' |
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Free Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
How do permissions work for free Procore accounts?
| Action | None | Member | Team Administrator | System Administrator | Notes |
|---|---|---|---|---|---|
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Add an Estimate |
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Add Takeoffs |
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Apply a Template in the Bid Board Tool |
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Configure Columns for an Estimate |
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Configure Columns for an Estimate |
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Takeoff Group |
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Copy Takeoff Layers |
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Create a Project in the Bid Board |
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Delete a Takeoff Group |
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Delete Takeoff Layers |
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Delete a Project on the Bid Board |
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Edit Project Stages on the Bid Board |
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Edit an Estimate |
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Expand or Collapse Takeoff Groups |
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Export a Bid Proposal |
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Export an Estimate |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Manage Bids from the Bid Board |
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Move a Takeoff Layer to a New Group |
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Rename a Takeoff Group |
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Respond to a Bid from the Bid Board |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Show or Hide Takeoff Layers |
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Submit a Bid Proposal |
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Users also must be designated as a Bid Contact. | |
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Upload Documents to a Bid Board Project |
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View an Estimate |
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View Bid Board Projects |
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Conversations (Beta)
The following table highlights which user permissions are required to perform the described user action.
Note: The Conversations tool does not have its own set of permissions to assign, and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.
1 The permission required for creating and managing a group depends on the 'Group Conversations Permissions' setting in the Company level Admin tool of the Procore account. See Configure Access and Settings for the Conversations Tool.
- If 'Administrators' is selected, 'Admin' level permissions to the Project or Company level Directory tool.
- If 'Internal Employees' is selected, users who are marked as internal employees. See How do I add someone as an employee of my company?
- If 'Everyone' is selected, any user in the Company Directory.
2 This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:
- Direct Messages:
- If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
- If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
- Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
- Group Conversations:
- Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
- Messages within a group conversation can only be seen by members of that group.
- Item Conversations:
- Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool, and appropriate access if an item is marked as Private).
- All conversations:
- Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
- Users can only edit and delete their own messages (within 5 minutes of sending, and if the feature is enabled).
- Users can only hide a conversation from their own view.
Cost Catalog
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Activate or Deactivate Cost Catalog Items |
|
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|
||
|
Add a Group to the Cost Catalog |
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|
Add a New Catalog to the Cost Catalog |
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|
Add Items to a Cost Catalog |
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|
Configure Settings: Cost Catalog |
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||||
|
Copy Cost Catalog Items |
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|
Create Assemblies for a Cost Catalog |
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|
Delete Cost Catalog Items |
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Edit Cost Catalog Items |
|
|
|||
|
Export Cost Catalog Items |
|
|
|||
|
Import Material Catalog Items |
|
|
|||
|
Move Cost Catalog Items |
|
|
|||
|
Search for and Filter Items in the Cost Catalog |
|
|
|
||
|
View the Cost Catalog |
|
|
|
Directory (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Company level Directory tool?
Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.|
Company Directory Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Accept or Deny a User's Request to Join Your Company |
|
||||
|
Add a Company to a Project |
|
|
|
||
|
Add a Company to the Company Directory |
|
|
|
||
|
Add a Distribution Group to the Company Directory |
|
||||
|
Add a User Account to the Company Directory |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Add a User to a Company |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Add a User to Future Projects in Your Company's Directory |
|
|
|
||
|
Add a User to Projects in Your Company's Procore Account (Option 1) |
|
|
|
Users with granular permissions can only add other users to projects that they are members of. |
|
|
Add a User to Projects in Your Company's Procore Account (Option 2) |
|
|
|
Users with granular permissions can only add other users to projects that they are members of. |
|
|
Add Insurance for a Vendor in the Company Directory |
|
|
|
||
|
Add or Edit Sensitive Fields for People in Resource Planning |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Details' AND 'Edit People Sensitive Fields' granular permissions in the Resource Planning tool. |
|
|
Add or Edit Resource Planning Tags |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Tags' granular permission in the Resource Planning tool. |
|
|
Add People to Resource Planning |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Create People' granular permission in the Resource Planning tool. |
|
|
Allow Users to Create New Projects |
|
||||
|
Assign a Company Permission Template to a User in the Company Directory |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Assign a Default Project Permissions Template to a User in the Company Directory |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Assign a Project Permissions Template to a User in the Company Directory (Option 1) |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Assign a Project Permissions Template to a User in the Company Directory (Option 2) |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Assign Project Roles from the Company Directory (Option 1) |
|
|
|
||
|
Assign Project Roles from the Company Directory (Option 2) |
|
|
|
||
|
Change a User's Resource Planning Permissions |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Permissions and Type' granular permission in the Resource Planning tool. |
|
|
Configure Advanced Settings: Company Directory |
|
||||
|
Customize the Column Display in the Directory Tool |
|
|
|
||
|
Deactivate a Contact in the Company Directory |
|
|
|
||
|
Deactivate a Company in the Company Directory |
|
|
|
||
|
Deactivate User Accounts in the Company Directory |
|
|
|
||
|
Delete a Distribution Group from the Company Directory |
|
||||
|
Designate an Insurance Manager for Your Procore Company |
|
|
|
||
|
Download a vCard for a User Account in the Company Directory |
|
|
|
||
|
Download a Company or User Import Template |
|
|
|||
|
Edit a Company in the Company Directory |
|
|
|
||
|
Edit a Contact in the Company Directory |
|
|
|
||
|
Edit a Distribution Group in the Company Directory |
|
||||
|
Edit a User Account in the Company Directory |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Edit a User's Distribution Groups in the Company Directory |
|
|
|
||
|
Edit a User's Email Address in the Company Directory |
|
||||
|
Edit a User's Login in the Company Directory |
|
||||
|
Edit Resource Planning Information for People |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People' granular permission in the Resource Planning tool. |
|
|
Export the Company Directory to CSV or PDF |
|
|
|
||
|
Invite or Re-invite a User to Procore |
|
|
|
||
|
Manage Attachments for People in Resource Planning |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Attachments' granular permission in the Resource Planning tool. |
|
|
Manage Bid Contacts |
|
|
|
||
|
Merge Companies |
|
||||
|
Reactivate a Contact in the Company Directory |
|
|
|
||
|
Reactivate a Company in the Company Directory |
|
|
|
||
|
Reactivate a User in the Company Directory |
|
|
|
||
|
Refresh Bid Contacts for Connected Companies in the Company Directory |
|
|
|
||
|
Remove a User from Projects (Option 1) |
|
|
|
Users with granular permissions can only remove other users to projects that they are members of. |
|
|
Remove a User from Projects (Option 2) |
|
|
|
Users with granular permissions can only remove other users to projects that they are members of. |
|
|
Remove Company Insurance |
|
|
|
||
|
Respond to a 'Welcome to Procore' Email |
|
|
|
|
|
|
Search and Filter Users, Contacts, and Companies in the Company Directory (Active) |
|
|
|
||
|
Search and Filter Companies in the Company Directory (Inactive) |
|
|
|
||
|
Search and Filter Users and Contacts in the Company Directory (Inactive) |
|
|
|
||
|
Send a Company or User Import Template to Procore |
|
|
|||
|
Set Bidder Information at the Company Level |
|
|
|
||
|
Update Expiring Insurance for a Vendor in the Company Directory |
|
|
|
||
|
View Company Details in the Company Level Directory Tool |
|
|
|
||
|
View Merge Company History |
|
||||
|
View User Change History |
|
||||
|
View User Details in the Company Level Directory Tool |
|
|
|
Documents (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add or Edit a File Description in the Company Level Documents Tool |
|
||||
|
Change Privacy Settings on a Folder or File in the Company Level Documents Tool |
|
|
|||
|
Check In Files you Checked Out of the Company Level Documents Tool |
|
|
|||
|
Check Out a File in the Company Level Documents Tool |
|
|
|||
|
Configure Advanced Settings: Company Documents |
|
||||
|
Create a New Folder in the Company Level Documents Tool |
|
|
|||
|
Delete Files and Folders in the Company Level Documents Tool |
|
||||
|
Download a Previous Version of a File in the Company Level Documents Tool |
|
|
|
||
|
Download Files from the Company Level Documents Tool |
|
|
|
||
|
Download Folders from the Company Level Documents Tool |
|
|
|
||
|
Drag and Drop Files into Procore's Company Documents Tool |
|
|
|||
|
Email Files from the Company Level Documents Tool |
 |
|
Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
|
Email Folders from the Company Level Documents Tool |
|
|
Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
|
Export Information from the Company Level Documents Tool |
|
|
|
||
|
Manage File and Folder Tracking in the Company Level Documents Tool |
|
||||
|
Manage Permissions for Company Level Documents |
|
||||
|
Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool |
|
|
Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
|
Print a File or Folder |
|
|
|||
|
Rename a File in the Company Level Documents Tool |
|
||||
|
Rename a Folder in the Company Level Documents Tool |
|
||||
|
Reset a Checked Out File |
|
||||
|
Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin |
|
||||
|
Search for and Filter Company Level Documents |
|
|
|
|
|
|
Upload a New Version of a File in the Company Level Documents Tool |
|
|
This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished. | ||
|
Upload Files to the Company Level Documents Tool |
|
|
|||
|
Upload Folders to the Company Level Documents Tool |
|
|
|||
|
View a Previous Version of a File in the Company Level Documents Tool |
|
|
|
||
|
View 'Private' Documents in the Company Level Documents Tool |
|
|
|
Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document. | |
|
View Documents in the Company Level Documents Tool |
|
|
|
Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to. |
Equipment
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Company level Equipment tool?
|
Equipment Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add or Remove from Equipment from Projects |
|
|
|
||
|
Configure Categories, Types, and Makes |
|
||||
|
Configure Columns for Equipment |
|
|
|
||
|
Configure Custom Statuses for Equipment |
|
||||
|
Configure Hours and Rates for Equipment |
|
||||
|
Configure Telematics for Caterpillar |
|
||||
|
Configure Telematics for John Deere |
|
||||
|
Configure Telematics for Samsara |
|
||||
|
Configure Telematics for United Rentals |
|
||||
|
Create a Maintenance Record |
|
|
|||
|
Create an Equipment Record (Owned) |
|
|
|
||
|
Create an Equipment Record (Rented, Subcontracted) |
|
|
|
Users also need 'Read Only' level permissions or higher to the Company Directory tool. |
|
|
Delete an Equipment Record |
|
|
|||
|
Disconnect an Equipment Telematics Connection |
|
||||
|
Edit Equipment (Assignee Field) |
|
|
Users also need 'Read Only' level permissions or higher to the Company Directory tool. |
||
|
Edit Equipment (General Information) |
|
|
|||
|
Edit Equipment 'On Site' Field |
|
|
|
||
|
Edit Equipment Status |
|
|
|
||
|
Edit Vendor for Rented Equipment |
|
|
|
Users also need 'Read Only' level access or higher to the company's Directory. |
|
|
Generate QR Codes for Equipment |
|
|
|
||
|
Import Equipment |
|
|
|||
|
Recover Equipment Records from the Recycle Bin |
|
|
|||
|
Search, Sort, and Filter Equipment |
|
|
|
||
|
Set Current Project |
|
|
|||
|
Sync Equipment Telematics Data |
|
||||
|
View Change History |
|
|
|||
|
View Equipment Details in the Company Equipment Tool |
|
|
|
||
|
View Equipment on the Map in the Company Equipment Tool |
|
|
|
||
|
View Equipment Project Assignments |
|
|
ERP Integrations
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Accept or Reject Cost Codes for Export to ERP |
|
||||
|
Accept or Reject Owner Invoices for Export to ERP |
|
||||
|
Accept or Reject Subcontractor Invoices for Export to ERP |
|
||||
|
Accept or Reject a Budget for Export to ERP |
|
||||
|
Accept or Reject a CCO for Export to ERP |
|
||||
|
Accept or Reject a Commitment for Export to ERP |
|
||||
|
Accept or Reject a Company for Export to ERP |
|
||||
|
Accept or Reject a PCCO for Export to ERP |
|
||||
|
Accept or Reject a Project for Export to ERP |
|
||||
|
Accept or Reject a Sub Job for Export to ERP |
|
||||
|
Add a Procore Project to your ERP System |
|
|
|||
|
Add an ERP Company to the Procore Company Directory |
|
|
|||
|
Add an ERP Job to Procore |
|
||||
|
Archive an ERP Company in Procore |
|
|
|||
|
Assign Default Cost Types To ERP Standard Cost Codes |
|
|
|||
|
Configure Advanced Settings: ERP Integrations |
|
||||
|
Configure the Sync Schedule for your ERP Integration |
|
||||
|
Enable or Disable ERP Direct Exports |
|
||||
|
Import a Budget from ERP |
|
|
|||
|
Import a Prime Contract from an Integrated ERP System into Procore |
|
|
|||
|
Import an ERP Sub Job to a Procore Project |
|
|
|||
|
Link ERP Companies to Procore Companies |
|
||||
|
Refresh the Companies List for ERP |
|
||||
|
Refresh the Cost Codes on an ERP Integrated Project |
|
||||
|
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
|
||||
|
Sync Job Cost Transactions from an Integrated ERP into Procore |
|
||||
|
Sync Paid Invoice Notifications from ERP into Procore |
|
||||
|
Unlink CCOs Synced with ERP |
|
|
|||
|
Unlink Commitments Synced with ERP |
|
|
|||
|
Unlink Owner Invoices Synced with ERP |
|
|
|||
|
Unlink PCCOs Synced with ERP |
|
|
|||
|
Unlink Subcontractor Invoices Synced with ERP |
|
|
|||
|
Unlink a Company Synced with ERP |
|
|
|||
|
View a List of Synced Sub Jobs |
|
|
Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
||
|
View an Accountant Report for ERP |
|
||||
|
View an ERP Job Costs Report |
|
'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require:
|
|||
|
View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
|
||||
|
View the Archived Companies List for ERP |
|
|
Inspections (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Conditional Logic to a Company Level Inspection Template |
|
||||
|
Add Custom Response Sets to a Company Level Inspection Template |
|
||||
|
Assign or Remove a Company Level Inspection Template from a Project |
|
||||
|
Clone a Company Level Inspection Template |
|
||||
|
Configure Advanced Settings: Company Level Inspections |
|
||||
|
Create a Company Level Inspection Template |
|
||||
|
Create a Custom Response Set for Inspections |
|
||||
|
Delete a Company Level Inspection Template |
|
||||
|
Delete an Inspection Type |
|
||||
|
Edit a Company Level Inspection Template |
|
||||
|
Edit a Custom Response Set for Inspections |
|
||||
|
Search and Filter for Inspection Templates |
|
|
|
||
|
View the Change History of an Inspection Template |
|
Permissions
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.Permissions
The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Company level Directory tool?
Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.|
Company Directory Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Accept or Deny a User's Request to Join Your Company
|
|
||||
|
Add a Company to a Project from the Company Directory
|
|
|
|
||
|
Add a Company to the Company Directory
|
|
|
|
||
|
Add a Distribution Group to the Company Directory
|
|
||||
|
Add a User Account to the Company Directory
|
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Add a User to an Existing Company Web |
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Add a User to a New Company
|
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Add a User to Future Projects in Your Company's Directory
|
|
||||
|
|
|
|
|
||
|
Add a User to Projects in Your Company's Procore Account
|
|
|
|
Users with granular permissions can only add other users to projects that they have already been added to. |
|
|
|
|
|
|
Users with granular permissions can only add other users to projects that they have already been added to. |
|
|
Add Insurance for a Vendor in the Company Directory
|
|
|
|
||
|
Add or Edit Sensitive Fields for People in Resource Planning
|
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Details' AND 'Edit People Sensitive Fields' granular permissions in the Resource Planning tool. |
|
|
Add or Edit Resource Planning Tags
|
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Tags' granular permission in the Resource Planning tool. |
|
|
Add People to Resource Planning
|
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Create People' granular permission in the Resource Planning tool. |
|
|
Allow Users to Create New Projects
|
|
||||
|
Assign a Company Permission Template to a User in the Company Directory
|
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Assign a Default Project Permissions Template to a User in the Company Directory
|
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Assign a Project Permissions Template to a User in the Company Directory
|
|
|
|
Users with granular permissions have the following limitations:
|
|
|
|
|
|
|
There are two granular permissions options for users in the beta to take this action. |
|
|
|
|
|
|
There are two granular permissions options for users in the beta to take this action. |
|
|
Change a User's Resource Planning Permissions
|
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Permissions and Type' granular permission in the Resource Planning tool. |
|
|
Configure Advanced Settings: Company Directory
|
|
||||
|
Customize the Column Display in the Directory Tool
|
|
|
|
||
|
Deactivate a Contact in the Company Directory
|
|
|
|
||
|
Deactivate a Company in the Company Directory
|
|
|
|
||
|
Deactivate User Accounts in the Company Directory
|
|
|
|
||
|
Delete a Distribution Group from the Company Directory
|
|
||||
|
Designate an Insurance Manager for Your Procore Company
|
|
|
|
||
|
Download a vCard for a User Account in the Company Directory
|
|
|
|
||
|
Download a Company or User Import Template
|
|
|
|||
|
Edit a Company in the Company Directory
|
|
|
|
||
|
Edit a Contact in the Company Directory
|
|
|
|
||
|
Edit a Distribution Group in the Company Directory
|
|
||||
|
Edit a User Account in the Company Directory
|
|
|
|
Users with granular permissions have the following limitations:
|
|
|
Edit a User's Distribution Groups in the Company Directory
|
|
|
|
||
|
Edit a User's Email Address in the Company Directory
|
|
||||
|
Edit a User's Login in the Company Directory
|
|
||||
|
Edit Resource Planning Information for People
|
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People' granular permission in the Resource Planning tool. |
|
|
Export the Company Directory to CSV or PDF
|
|
|
|
||
|
Invite or Re-invite a User to Procore
|
|
|
|
||
|
Manage Attachments for People in Resource Planning
|
|
|
|
Users must also have 'Read Only' level permissions or higher to the Resource Planning tool with the 'Edit People Attachments' granular permission in the Resource Planning tool. |
|
|
Manage Bid Contacts |
|
|
|
||
|
Merge Companies |
|
||||
|
Reactivate a Contact in the Company Directory
|
|
|
|
||
|
Reactivate a Company in the Company Directory
|
|
|
|
||
|
Reactivate a User in the Company Directory
|
|
|
|
||
|
Refresh Bid Contacts for Connected Companies in the Company Directory
|
|
|
|
||
|
Remove an Existing User from Projects in Your Company's Procore Account
|
|
|
|
Users with granular permissions can only remove other users from projects that they are a part of. |
|
|
|
|
|
|
Users with granular permissions can only remove other users from projects that they are a part of. |
|
|
Remove Company Insurance
|
|
|
|
||
|
Request Company and People Imports
|
|
||||
|
Respond to a 'Welcome to Procore' Email
|
|
|
|
|
|
|
Search and Filter Users, Contacts, and Companies in the Company Directory (Active)
|
|
|
|
||
|
Search and Filter Companies in the Company Directory (Inactive)
|
|
|
|
||
|
Search and Filter Users and Contacts in the Company Directory (Inactive)
|
|
|
|
||
|
Send a Company or User Import Template to Procore
|
|
|
|||
|
Send a Procore Company to ERP Integrations for Accounting Acceptance
|
|
||||
|
Set Bidder Information at the Company Level
|
|
|
|
||
|
Update Expiring Insurance for a Vendor in the Company Directory
|
|
|
|
||
|
View Company Details in the Company Level Directory Tool
|
|
|
|
||
|
View Merge Company History
|
|
||||
|
View User Change History
|
|
||||
|
View User Details in the Company Level Directory Tool
|
|
|
|
Add a User to Future Projects in Your Company's DirectoryPlanroom
Important
Bidders must be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Configure Advanced Settings: Planroom |
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  |
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Download Bid Documents |
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Indicate your Intention to Bid |
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Submit a Bid |
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Submit a Pre-Bid Question |
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Update a Submitted Bid |
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| View a bid package you have been invited to |
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| View the Planroom tool | |
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Prequalification Portal
The following table highlights which user permissions are required to perform the described user action.
Note: Users will only have access to prequalification forms that they have been invited to collaborate on.
Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.
Prequalifications
The following table highlights which user permissions are required to perform the described user action.
Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.
1 'Standard' level users can view all categories response data except for Financials.
2 'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.
3 'Standard' level users can perform functions on items they have created.
Programs
The following table highlights which user permissions are required to perform the described user action.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Add Programs | * |
|||
| Add a Project to a Program | * |
|||
| Assign a Project to a Different Program | * |
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| Delete a Program | * |
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| Edit Program Information | * |
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| Remove a Project from a Program | * |
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| View Programs | |
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* These actions require the displayed permissions on either the Company or Project level Admin tool.
Resource Planning
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level set in the company's Permissions tool.
Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Resource Planning tool.
See What granular permissions are available for the company's Resource Planning tool?
Important
- In Resource Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
- There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
- The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Resource Planning tool.
- This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
|
Resource Planning Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add Attachments for People in Resource Planning |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add Attachments for Projects in Resource Planning |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add People to Resource Planning |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Sensitive Custom Fields for People in Resource Planning |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Tags for People |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Tags for Projects in Resource Planning |
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Add Wage Overrides in Resource Planning |
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Assign Project Roles for Resource Planning |
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Bulk Delete Resource Assignments |
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Bulk Delete Any Resource Requests |
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Bulk Delete Resource Requests You Created |
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Bulk Edit Resource Assignments |
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Bulk Edit Any Resource Request |
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Bulk Edit Resource Requests You Created |
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Change a User's Permission Template in Resource Planning |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Configure Assignment and Request Statuses for Resource Planning |
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Configure Company Details in Resource Planning |
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Configure Costing in Resource Planning |
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Configure Custom Fields for Resource Planning |
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Configure Default Assignment Alerts for Resource Planning |
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Configure Groups for Resource Planning |
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Configure Integration Settings for Resource Planning |
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Users must be assigned the 'Admin' permissions template in Resource Planning. |
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Configure Job Titles for Resource Planning |
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Configure Notification Profiles for Resource Planning |
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Configure QR Codes for Resource Planning |
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Configure Sensitive Fields for Resource Planning |
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Configure Tags for Resource Planning |
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Configure View for the Projects List |
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Copy Assignments |
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Copy Categories |
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Copy Projects |
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Copy Request Created by Others |
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Copy Requests You Created |
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Create Custom Assignment Alerts for Projects |
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Create Labor Plan |
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Create Notes About People in Resource Planning |
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Create Notes About Projects in Resource Planning |
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Create Permissions Templates for Resource Planning |
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Create Project Categories for Resource Planning |
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Create Projects in Resource Planning |
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Create QR Codes for People |
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Create QR Codes for Projects in Resource Planning |
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Create Resource Assignments |
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Create Resource Assignments Using Rapid Assign |
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Create Resource Requests |
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Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
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Create Saved Reports in Resource Planning |
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Create Saved Views for Assignments in Resource Planning |
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Create Saved Views for the People List in Resource Planning |
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Create Saved Views for Requests in Resource Planning |
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Create Saved Views for Time Off in Resource Planning |
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Create Saved Views for the Totals Dashboard in Resource Planning |
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Create Time Off in Resource Planning |
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Deactivate a Project in Resource Planning |
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Deactivate People in Resource Planning |
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Delete Messages for Resource Planning |
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Delete Scheduled Assignment Alerts for Resource Planning |
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Delete Permissions Templates |
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Delete Time Off in Resource Planning |
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Delete a Resource Assignment |
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Delete Any Resource Request |
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Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
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Delete a Resource Request You Created |
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Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
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Delete People in Resource Planning |
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Delete a Project in Resource Planning |
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Edit Assignment Alerts for Resource Planning |
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Edit Attachments for People in Resource Planning |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
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Edit Attachments for Projects in Resource Planning |
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Edit Messages for Resource Planning |
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Edit or Delete Saved Reports in Resource Planning |
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Edit or Delete Saved Views for Assignments in Resource Planning |
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You can only edit or delete saved views that you created. |
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Edit or Delete Saved Views for the People List in Resource Planning |
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You can only edit or delete saved views that you created. |
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Edit or Delete Saved Views for Requests in Resource Planning |
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You can only edit or delete saved views that you created. |
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Edit or Delete Saved Views for Time Off in Resource Planning |
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You can only edit or delete saved views that you created. |
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Edit or Delete Saved Views for the Totals Dashboard in Resource Planning |
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You can only edit or delete saved views that you created. |
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Edit People Resource Planning Information |
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When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
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Edit Permissions Templates for Resource Planning |
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Edit Project Details in Resource Planning |
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Edit Time Off in Resource Planning |
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Edit Wage Overrides in Resource Planning |
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Edit a Resource Assignment |
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Edit a Resource Request Created by Someone Else |
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Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
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Edit a Resource Request You Created |
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Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
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End a Resource Assignment |
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Export the Assignment History Report |
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Export the Assignments Gantt |
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Export the Assignments List |
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Export the Availability Look-Ahead Report |
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Export the People List |
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Export the Project List |
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Export the Tags Requiring Action Report |
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Export the Time Off List |
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Export the Totals Dashboard |
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Export the Workforce Report |
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Export the Resource Request List |
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Fill a Resource Request |
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To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
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Import Resource Planning Data |
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Manage Archived Messages for Resource Planning |
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Manage Your Inbox for Resource Planning |
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Receive Messages Sent from Resource Planning via Email |
No permissions necessary. However, people must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. |
||||
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Receive Messages Sent from Resource Planning via Email |
People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. |
||||
|
Remove Wage Overrides in Resource Planning |
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Respond to Assignment Alerts for Resource Planning |
|
||||
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Respond to a Resource Planning Message |
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Search and Filter the Assignments Gantt |
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Search, Sort and Filter the Resource Assignments List |
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Search and Filter the Totals Dashboard |
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Search, Sort, and Filter People on the Assignments Boards |
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Search, Sort, and Filter Projects on the Assignments Boards |
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Search, Sort, and Filter the People List |
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Search, Sort, and Filter the Project List |
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Search, Sort, and Filter the Time Off List |
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Search, Sort, and Filter the Resource Requests List |
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||
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Send Assignment Alerts in Resource Planning |
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||
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Send a Message for Resource Planning |
|
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||
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Set Up Your SMS and Email Signature in Resource Planning |
|
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|
||
|
Shift Project Dates |
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||
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Split a Resource Assignment |
|
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||
|
Unassign a Resource |
|
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||
|
View Activity about a Person in Resource Planning |
|
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||
|
View Activity about a Project in Resource Planning |
|
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|
||
|
View and Configure the Project Labor Graph |
|
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|
||
|
View Assignment Alerts for Resource Planning |
|
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|
||
|
View Attachments for People in Resource Planning |
|
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|
||
|
View Attachments for Projects in Resource Planning |
|
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|
||
|
View Messages for Resource Planning |
|
|
|
To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. |
|
|
View Notifications in Resource Planning |
|
|
|
||
|
View People Details in Resource Planning |
|
|
|
||
|
View Read Receipts for Messages for Resource Planning |
|
|
|
To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. |
|
|
View Sensitive Sensitive Custom Fields for People in Resource Planning |
|
|
|
||
|
View Sensitive Sensitive Custom Fields for Projects in Resource Planning |
|
|
|
||
|
View Tag Attachments for Projects |
|
|
|
||
|
View Time Off in Resource Planning |
|
|
|
||
|
View the Activity Dashboard |
|
|
|
||
|
View the Assignments Boards |
|
|
|
||
|
View the Assignments Gantt |
|
|
|
||
|
View the Map Dashboard |
|
|
|
||
|
View the People List |
|
|
|
||
|
View the Projects List |
|
|
|
||
|
View the Time Off List |
|
|
|
||
|
View the Totals Dashboard |
|
|
|
||
|
View the Resource Assignments List |
|
|
|
||
|
View Resource Requests |
|
|
|
Currently, for users to view requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled. |
|
|
View Wage Overrides in Resource Planning |
|
|
|
||
|
View Your Assignments on the Procore Mobile App |
|
|
|
Schedule (Company Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Configure Advanced Settings: Company Level Schedule |
|
|
|||
|
Search Project Schedules
|
|
|
|
Timecard
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Company level Timecard tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a My Time Entry (Manually) |
|
|
|
|
This action can be performed offline. Tasks performed in offline will be synced with Procore once a network connection has been reestablished. |
|
Clock Your Time |
|
|
|
||
|
Configure Advanced Settings: Timecard |
|
||||
|
Configure Your Company For The Timecard |
|
||||
| Create a Timecard for Anyone | |
||||
| Create a Timecard for Yourself | |
|
|||
|
Edit a My Time Entry |
|
|
|
This action can be performed offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |
| Edit Any Timecard | |
||||
| Edit Your Timecard | |
|
|||
| Export a Timecards Report | |
||||
|
Delete Any Timecard |
|
||||
|
Delete Your Timecard |
|
|
|||
|
Search and Filter My Time Entries |
|
|
This action can be performed offline provided that the information was previously viewed and cached on your mobile device. | ||
|
Sign a Timesheet |
|
|
|
This action is performed in the Timesheets tool. | |
|
Sign Timesheets for All Projects |
|
|
|
This action is performed in the Timesheets tool. | |
|
Start and Stop Lunch Break |
|
|
|
||
| View the Change History of a Timecard | |
||||
| View Any Timecard | |
|
|||
| View Your Timecard | |
|
|
||
|
View My Time Entries |
|
|
|
|
Timesheets (Company Level)
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
To see employees across all projects the following must be true:
- Users need 'Read Only' permissions or higher on the Company level Directory.
- Under Company Timesheets settings, the box must be marked for 'Can company employees be tracked on all projects?'.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Close a Pay Period |
|
||||
|
Configure General Company Level Timesheets |
|
||||
|
Configure Overtime Rules for Timesheets |
|
||||
|
Configure Payroll Settings for Timesheets |
|
||||
|
Create a Timecard in the Company Timesheets Tool (Beta) |
|||||
|
Customize the Column Display in the Company Level Timesheets Tool |
|
|
|
||
|
Delete a Timecard Entry in the Company Level Timesheets Tool You Created |
|
|
|||
|
Delete Any Timecard Entry in the Company Level Timesheets Tool |
|
||||
|
Duplicate Your Company's Timesheets in Bulk |
|
||||
|
Edit a Timecard Entry in the Company Level Timesheets Tool You Created |
|
|
|||
|
Edit Any Timecard Entry in the Company Level Timesheets Tool |
|
||||
|
Edit Your Company's Timesheets in Bulk |
|
||||
|
Export Timecard Entries from Procore to Import into QuickBooks® Desktop |
|
|
|||
|
Export Timesheet Data from Procore into Sage 300 CRE® |
|
|
|||
|
Export Your Company's Timecard Entries to CSV |
|
|
|
||
|
Import Procore Time Entries into QuickBooks® Desktop |
|
|
|||
|
Mark a Timecard Entry as Completed in the Company Level Timesheets Tool |
|
Additional permissions are required to complete this action:
|
|||
|
Perform Bulk Approval Actions in the Company Level Timesheets Tool |
|
|
|||
|
Reallocate Timecard Entry Hours for an Employee |
|
|
|||
|
Search and Filter Time Entries in the Company Level Timesheets Tool |
|
|
|
||
|
Set the Rounding Rule for Your Company Timesheets |
|
||||
|
Transfer Procore Timecard Entries to QuickBooks® Desktop |
|
|
|
|
|
|
View a Timecard Entry in the Company Level Timesheets Tool |
|
|
|
|
|
|
View Timecard Summaries in the Company Level Timesheets Tool |
|
|
|
|
Webhooks API (Company)
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Configure Company Webhooks |
|
|
Workflows
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Company Permissions Template for more information.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Assign a Workflow Template to a Project | + |
+ |
|
|
| Configure Settings: Workflows | |
|||
| Create a Workflow Template | |
|||
| Create and Manage Custom Workflow Responses | |
|||
| Delete a Draft Workflow Template | + |
+ |
|
|
| Duplicate a Workflow Template | |
|||
| Edit a Workflow Template | + |
+ |
|
|
| Enable Self-Serve Workflows for your Company | |
|||
| Publish a Workflow Template | |
|||
| View Workflow Templates | + |
+ |
|
Project Level
360 Reporting (Project Level)
360 Reports
Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
-
Permissions to create and manage reports.
-
Permissions to access reporting data.
1. Permissions to Create and Manage Reports
Learn which user permissions are required to take the described actions in this tool.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
|
General Tasks |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Configure Advanced Settings |
|
Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action. |
|||
|
Copy Report |
|
|
|||
|
Create a Calculated Column |
|
|
|||
|
Create a Report |
|
|
|||
|
Create a Report Using a Template |
|
|
|||
|
Create a User Activity Report |
|
Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action. |
|||
|
Delete a Report |
|
|
|||
|
Distribute Report |
|
|
|||
|
Edit a Report |
|
|
|||
|
Export a Report |
|
|
|||
|
Promote a Project Report to the Company Level |
|
|
|||
|
Share a Report |
|
|
|||
|
View a Report |
|
|
|
2. Permissions for Data Access
You need the following permissions levels in the source tool to view the relevant data:
Action Plans
If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permissions.
Admin
Asset
Bidding
Budget
Change Events
If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.
Commitments
Coordination Issues
If you have access to view the coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.
Correspondence
If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.
Note: Super Private correspondences are excluded.
Crews
Daily Log
If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.
Direct Costs
Directory
Documents
Document Management
Drawings
If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.
Estimating
Forms
If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.
Incidents
If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.
Inspections
If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.
Instructions
If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.
Materials (Beta)
Meetings
If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.
Observations
If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.
Payments
Photos
If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.
Project Document Management (PDM) - Beta
Prime Contracts (Funding/Client Contracts)
Punch List
If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.
RFIs
If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.
Schedule
If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.
Schedule 2.0
Specifications
If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.
Submittals
If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.
T&M Tickets
Tasks
If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.
Timesheets
If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.
Single Tool Reports
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
|
Project 360 Reporting Tutorials Actions |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add a Visual to a Project Single Tool Report |
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You must also have 'Read Only' level permission or higher on the data source tool. |
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Aggregate Data in a Project Single Tool Report |
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You must also have 'Admin' level permissions on the data source tool. |
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Copy a Project Single Tool Report You Created |
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Copy a Project Single Tool Report (Shared) |
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Create a Calculated Column in a Project Single Tool Report |
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You must also have 'Admin' level permissions on the data source tool. |
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Create a Custom Budget Report |
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Users must also have the following permissions:
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Create a Custom Financial Line Items Report to Compare Budget Snapshots |
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|
Create a Project Single Tool Report |
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Users also need the following permissions to the relevant data source tool:
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|
Delete a Project Single Tool Report |
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Users with 'Admin' level permissions to the Company Directory can also take this action. |
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Distribute a Snapshot of a Project Single Tool Report You Created |
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Distribute a Snapshot of Any Project Single Tool Report |
Users must have 'Admin' level permissions to the Company Directory to take this action |
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Edit Any Project Single Tool Report |
Users must have 'Admin' level permissions to the Company Directory to take this action |
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Edit a Project Single Tool Report You Created |
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Export a Project Single Tool Report You Created |
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Export a Project Single Tool Report (Shared) |
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Share a Project Single Tool Report You Created |
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Share a Project Single Tool Report (Shared) |
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View a Project Single Tool Report You Created |
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View a Project Single Tool Report (Shared) |
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Action Plans
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Action Plans tool?
|
Action Plans Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add Records to Action Plan Items |
OR
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You must also have permissions to view the item in the respective tool. |
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Apply Template Changes to Existing Action Plans |
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To perform this action, the user must also have 'Admin' permissions within the Company level Admin tool. |
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Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Configure Action Plans Notifications |
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Create an Action Plan |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Create a Contact for an Action Plan |
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Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission. |
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Create and Edit a Project Level Action Plan Template |
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To perform this action, the user must also have 'Admin' permissions within the Company level Admin tool. |
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Create Multiple Action Plans by Asset |
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To perform this action, the user must also have 'Standard' or higher permissions within the Project Assets tool. |
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Create Multiple Action Plans by Location |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Delete an Action Plan |
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Duplicate a Company Level Action Plan Template |
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To perform this action, the user must also have 'Standard' or higher permissions within the Company level Admin tool. |
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Duplicate a Project Level Action Plan Template |
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|
Edit Item Notes |
OR
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OR
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. |
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Edit Action Plan Item Status |
OR
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OR
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. |
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Edit an Action Plan |
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To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. |
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Edit or Link Assets from an Action Plan |
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To perform this action, the user must also have 'Standard' or higher permissions within the Project Assets tool. |
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Export an Action Plan |
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Link an Asset to an Action Plan |
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To perform this action, the user must also have 'Standard' or higher permissions within the Project Assets tool. |
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Perform an Action Plan |
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This action involves many sub actions. See the required permissions for the following actions:
|
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. |
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Search for and Filter Action Plans |
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||
|
Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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|
View an Action Plan (Not Private and Not Draft) |
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|
View an Action Plan (Including Private and Draft) |
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Users with 'Read Only' or 'Standard' level permissions must be the either the Creator, Assignee, Approver, Receiver, or Plan Manager of the action plan. |
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View an Action Plan (Including Private and Draft) |
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|
View an Action Plan when Approver is a member of your Company (Including Private and Draft) |
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For users with the granular permission, the action plan's Approver must be a user from your company. |
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View an Action Plan when Assignee is a member of your Company (Including Private and Draft) |
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For users with the granular permission, the action plan's Assignee must be a user from your company. |
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View an Action Plan when Receiver is a member of your Company (Including Private and Draft) |
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For users with the granular permission, the action plan's Receiver must be a user from your company. |
Admin (Project Level)
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
| Activate Budget Codes on a Project |
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| Add a Project to a Program |
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| Add and Remove Project Tools |
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| Add Custom Segments to the Project Budget Code Structure | |
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| Add Equipment | |
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| Add Segment Items to a Project |
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| Add Spec Sections to the Admin Tool | |
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| Add Sub Job Segment Items to a Project |
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| Add Tiered Locations to a Project |
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| Allow or Disallow Users to Create Locations within a Tool | |
||||
| Arrange the Project Budget Code Structure |
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| Assign an Office Location to a Project |
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| Assign a Project to a Different Program |
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| Assign Project Cost Codes to Sub Jobs | |
||||
| Change a Project's Status to Active or Inactive |
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| Change Your Project's Stage of Construction |
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||
| Change the Name of a Procore Project |
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| Change the Project Address |
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| Configure General Settings: Project Admin |
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| Configure Project Webhooks | |
||||
| Copy Company Cost Codes to a Project |
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||
| Copy Company Segments to a Project | |
||||
| Copy People From One Project to Another |
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||
| Create Your Project's Work Breakdown Structure | |
||||
| Deactivate Budget Codes on a Project |
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| Delete Tiered Location from a Project |
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| Delete Spec Sections from the Admin Tool | |
||||
| Delete Sub Jobs from a Project |
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||
| Delete Unused Segment Items from a Project |
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Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. | |
| Edit an Existing Budget View | |
||||
| Edit or Add General Project Information |
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| Edit Segment Items on a Project |
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Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool. Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. |
|
| Edit Spec Sections in the Admin Tool | |
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| Edit Sub Jobs on a Project |
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| Edit Tiered Locations |
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| Enable Classifications on a Project | |
||||
| Enable the DocuSign® Integration |
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| Enable the Labor Productivity Cost Features for Project Financials | |
||||
| Export Locations |
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| Export WBS Segments to CSV |
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||
| Extract Project Data Using Procore Extracts | |
You must also have Admin level permissions to the Project level tool you want to extract data from. | |||
| Filter Locations |
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|
You must also have access to view the item within the tool. | |
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|
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| Generate and Print QR Codes for Locations |
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||
| Import Segment Items into your Project Level Admin Tool | |
||||
| Import Spec Sections to the Admin Tool | |
||||
| Manually Create Locations Hierarchy |
|
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||
| Remove a Project from a Program |
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|
||
| Remove Segments from the Project Budget Code Structure | |
||||
| Request to Import Segment Items | |
||||
| Request a Multi-tiered Locations Import |
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||
| Search Locations | |
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|
||
| Set the Project Type |
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||
| Set Up a Labor Budget to Actual Report for the Timesheets Tool | |
The Project level Timesheets tool must also be enabled. 'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process. |
|||
| Set User Permissions for the Project Admin Tool | |
The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. | |||
| Upload a Project Logo |
|
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|
||
| View Item Locations |
|
|
|
You must also have access to view the item within the tool. | |
|
|
|
Users with Read Only or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission. | ||
| View Locations Heat Map |
|
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|
||
| View Project Insights | |
Bidding
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a New Companies and Contacts to the Company Directory from the Bidding Tool |
|
Users must also have 'Admin' level permission to the Project level Directory tool to complete this action. | |||
|
Add a New Company to the Directory from the Bidding Tool |
|
Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
|
Add a New Contact to the Directory from the Bidding Tool |
|
Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
|
Add Bidders to a Bid Form |
|
||||
|
Add Notes to the Bid List |
|
|
|
||
|
Award a Winning Bid and Convert it into a Purchase Order |
|
||||
|
Award a Winning Bid and Convert it into a Subcontract |
|
||||
|
Award a Bid and Convert it to a Subcontract or Purchase Order |
|
Users must also have 'Admin' level permissions on the project's Commitments tool. |
|||
|
Configure Advanced Settings: Bidding |
|
||||
|
Copy Bid Forms from a Previous Bid Package |
|
You can only copy bid packages from projects that you have access to. | |||
|
Create a Bid Form |
|
||||
|
Create a Bid Package |
|
||||
|
Delete a Bid Form |
|
||||
|
Delete a Bid Package |
|
||||
|
Delete Bid Notes |
|
|
|
||
|
Edit a Bid Form |
|
||||
|
Edit a Bid Package |
|
||||
|
Edit Bid Notes |
|
|
|
||
|
Export a Bid Package |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Bid Packages' Bid Files |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Bid Package's Bid List |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Bid Sheet |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Edit Bidders on the Bid Invitation |
|
||||
|
Filter and Group the Bid List |
|
|
'Standard' level users must be added to the bid package's distribution list. | ||
|
Filter and Sort Bidding Information |
|
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|
||
|
Import Bid Forms to the Bidding Tool |
|
||||
|
Invite Bidders |
|
||||
|
Level Bids for a Bid Form |
|
|
|
Users with 'Read Only' or 'Standard' permissions can only view leveled bids. | |
|
Preview a Bid Form |
|
||||
|
Re-invite Users to Bid |
|
||||
|
Resend Invitations to Bid |
|
||||
|
Respond to Pre-Bid Questions |
|
||||
|
Retrieve a Bid Package from the Recycle Bin |
|
||||
|
Review Submitted Bids |
|
||||
|
Search for and Filter Companies to Add to a Bid Form |
|
||||
|
Search for and Invite Bidders |
|
||||
|
Send a New Correspondence in the Bidding Tool |
|
||||
|
Send Bulk Correspondences |
|
||||
|
Show or Hide Blind Bids on a Bid Package |
|
|
|
Users must also be assigned as the Blind Bidding Manager on the bid package. | |
|
Soft Award a Bid |
|
||||
|
Update and Redistribute Bid Package |
|
||||
|
Update Bid Documents |
|
Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. | |||
|
View a Bid Form |
|
||||
|
View a Bid Package |
|
|
|
'Read Only' and 'Standard' users must also be added to the Bidding CC group. | |
|
View an Activity Log |
|
||||
|
View Leveled Bids for a Bid Form |
|
|
|
||
|
View and Manage Bidders on a Bid Form |
|
Budget
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
: Indicates your company's Procore account must be configured to work with an integrated ERP system.
1 This task also requires 'Admin' permissions on the project's Client Contracts, Funding, or Prime Contracts tool.
2 Also requires 'Admin' permissions on the Company level Reports tool.
3 The Reports tool must be an active Project Tool. See Add and Remove Project Tools.
Change Events
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported by Procore for Android or Procore for iOS.
1 These tasks also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.
2 Users with 'Standard' permission can only delete the change events they create.
3 Users with 'Standard' permission can only edit the change events they create.
4 Users also need 'Standard' or 'Admin' level permissions on the Commitments tool.
5 Collaborators can submit a quote only if they receive an RFQ email notification. To be eligible to receive an email, the collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool and designated as the 'Assignee' on the RFQ. For details, see Assign and Send an RFQ to a Collaborator and Submit a Quote as a Collaborator.
Change Orders
The following table highlights which user permissions are required to perform the described user action.
1 To perform this task as a user with 'Standard' level permissions on the Change Orders tool, you must be the 'Designated Reviewer' on the change order. See Create a Commitment Change Order.
2 Users with 'Admin' level permissions on the project's Change Orders tool must be granted additional tool permissions: (1) To edit a Commitment Change Order (CCO), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Prime Contract Change Order (PCCO), 'Admin' level permissions on the project's Prime Contracts tool. Additional factors may also apply. For details, see Edit a Change Order.
3 Users with 'Read Only' or 'Standard' level permissions on the project's Change Orders tool can view change orders for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.
4 Users with 'Admin' level permissions to the project's Change Orders tool can also view change orders for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned 'Admin' level permissions on the Commitments and/or Prime Contracts tool.
Admin Tool
The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Enable the Change Orders Tool | |
Commitments
The following table highlights which user permissions are required to perform the described user action.
: Denotes an action that is supported in Procore's iOS and/or Android mobile application.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
: Indicates your company's Procore account must be configured to work with an integrated ERP system.
1 To perform this task, downstream collaborators should be designated as an invoice contact on the commitment. See Add Invoice Contacts to a Commitment.
2 Also requires a DocuSign© account.
3 Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Add Invoice Contacts to a Purchase Order or Subcontract.
4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.
5 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 to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See SOV Items' check box is enabled.
6 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 tab.
7 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list.
8 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.
9 Users with 'Standard' level permissions on the project's Commitments tool can create PCOs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PCOs' configuration must be selected.
10 The invoice must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.
Correspondence
Important
PERMISSIONS
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Correspondence tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to a Correspondence Item |
|
|
Standard users can perform this task for correspondence items that they created. | ||
|
Archive a Correspondence Item |
|
||||
|
Change the Status of a Correspondence Item You Created |
|
|
|
Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created. |
|
| Change the Status of a Correspondence Item Someone Else Created Web |
|
||||
|
Complete a Correspondence Item with DocuSign® |
|
Admin permissions needed on the correspondence type for which you want to initiate, download, or withdraw a DocuSign®. | |||
|
Configure Advanced Settings: Correspondence |
|
||||
|
Create a Correspondence Item |
+ Create Item |
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. | |
|
Create and Link a New Correspondence Item from a Correspondence Response |
+ Create Item |
+ Create Item |
|
These are the permission levels needed on the correspondence type used to create the new item. | |
| Create and Link an RFI to an Existing Correspondence Item Web |
|
|
|
All levels need additional permissions in the project's RFI tool: Create and link a 'Draft' RFI: |
|
| Create and Link a Change Event to an Existing Correspondence Item Web |
|
|
|
All levels need additional permissions: 'Standard' level permissions or higher in the project's Change Events tool. |
|
| Create and Link a Correspondence Item to an Existing Correspondence Item Web |
|
|
|
All levels need additional permissions in the new item's correspondence type: 'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. OR 'Standard' level permissions or higher on the new item's correspondence type. |
|
| Customize the Column Display in the Correspondence Tool Web |
|
|
|
||
|
Edit a Correspondence Item You Created
|
+Create Item (for 'Draft' Items) OR + Edit Open Items They Created (for 'Open' Items) |
|
|
Shows permissions needed for each correspondence type. If the 'non-editable' setting is enabled (by Procore) at the company level, the granular permission 'Edit Open Items they Created' is not available because 'Open' and 'Closed' items cannot be edited by any user or Admin.
|
|
|
Edit a Correspondence Item Someone Else Created |
|
Shows permissions needed for each correspondence type. If the 'non-editable' setting is enabled (by Procore) at the company level, it is not possible for any user or Admin to edit a correspondence item that someone else created. |
|||
| Export a Correspondence Item Web |
|
|
|
User needs access to a correspondence item for this task. See View a Correspondence Item. | |
| Export a List of Correspondence Items Web |
(Excludes correspondences marked as Private) |
(Excludes correspondences marked as Private) |
|
Learn about Super Private to explore more restrictions on Admin level permissions. | |
| Generate a QR Code for a Correspondence Item Web |
|
|
|
User needs access to a correspondence item for this task. See View a Correspondence Item. | |
| Link a Correspondence Item on your personal layer on a drawing Web |
|
|
|
All levels need additional permissions: |
|
| Link a Correspondence Item and publish the markups to the drawing Web |
|
|
|
Additional permissions needed in Drawings tool: |
|
| Perform Bulk Actions on Correspondence Items Web |
|
||||
|
Respond to a Correspondence Item |
|
|
|
On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. * In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. **In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. |
|
| Access Workflow information and actions |
|
|
|
To learn more about the Workflows tool see About the Workflows. | |
| Scan a Correspondence Item QR Code iOS Android |
|
|
|
User needs access to the correspondence item for this task. See View a Correspondence Item. | |
|
Search, Sort, and Filter Correspondences |
|
|
|
Users can perform these actions for each correspondence type they have read-only or higher permissions for. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
|
| View a Correspondence Item |
|
|
|
Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting. Expand the Tip box on View a Correspondence Item to learn more. |
Crews
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Worker |
|
|
|
||
|
Create a Crew |
|
|
|||
|
Delete a Crew |
|
||||
|
Edit a Crew |
|
|
Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
||
|
Edit a Worker |
|
Users must also have the following permissions for the project's Directory Tool to take this action:
|
|||
|
Remove a Worker |
|
Users must also have 'Admin' level permissions on project's Directory tool to take this action. | |||
|
Search Crews |
|
|
|
||
|
Search for a Worker |
|
|
|
||
|
View a Crew |
|
|
|
||
|
View a Worker |
|
|
|
Daily Log
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Daily Log tool?
|
Daily Log Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool |
|
|
|
||
|
Add a Related Item to a Daily Log Entry |
|
||||
|
Approve Any Daily Log Entry Created by Collaborators |
|
||||
|
Approve Copied Daily Log Entries Created by Collaborators
|
|
|
|||
|
Configure Advanced Settings: Daily Log |
|
||||
|
Copy a Daily Log |
|
|
|
|
|
|
Create a Daily Log Entry from the Calendar View |
|
|
|||
|
Create a New Location for an Entry |
|
|
The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool. |
||
|
Create a Project-Only Equipment |
|
|
Users must also have one of the following permissions to the project's Equipment tool:
|
||
|
Create Accident Log Entries |
|
|
|||
|
Create Accident Log Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
Create Phone Call Entries |
|
|
|||
|
Create Phone Call Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
Create Daily Construction Report Log Entries |
|
|
|||
|
Create Daily Construction Report Log Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
Create Daily Log Entries as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
Create Delay Entries |
|
|
|||
|
Create Delay Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
Create Delivery Entries |
|
|
|||
|
Create Delivery Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
Create Dumpster Entries |
|
|
|||
|
Create Dumpster Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Equipment Entries |
|
|
|||
|
Create Equipment Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Inspection Entries |
|
|
|||
|
Create Inspection Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Manpower Entries |
|
|
|||
|
Create Manpower Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Note Entries |
|
|
|||
|
Create Note Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Observed Weather Entries |
|
||||
|
Create Plan Revision Entries |
|
|
|||
|
Create Plan Revision Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Productivity Entries |
|
|
|||
|
Create Productivity Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Quantity Entries |
|
|
|||
|
Create Quantity Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Safety Violation Entries |
|
|
|||
|
Create Safety Violation Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Scheduled Work Entries |
|
|
|||
|
Create Scheduled Work Entries as a Collaborator (Pending) |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Create Timecard Entries for Any User |
|
||||
|
Create Timecard Entries for Yourself |
|
|
You must also be marked as an employee of your company. |
||
|
Create Visitor Entries |
|
|
|||
|
Create Pending Visitor Entries as a Collaborator |
|
|
|
||
|
Create Waste Entries |
|
|
|||
|
Create Pending Waste Entries as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings |
||
|
Delete Any Daily Log Item |
|
Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log. |
|||
|
Bulk Delete Daily Log Entries |
|
|
Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log. |
||
|
Delete a Daily Log Item You Created |
|
|
Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Daily Log. |
||
|
Delete a Daily Log Item You Created as a Collaborator |
|
|
Entries cannot be deleted after they are approved by a Daily Log Admin. |
||
|
Delete Related Items from Daily Log Entries |
|
||||
|
Edit Any Daily Log Item |
|
||||
|
Edit a Daily Log Item You Created |
|
|
|||
|
Edit a Daily Log Item You Created as a Collaborator |
|
|
Entries cannot be edited after they are approved by a Daily Log Admin. |
||
|
Email a Daily Log |
|
|
|||
|
Enter Logs for a Previous Day |
|
|
|||
|
Enter Logs for a Previous Day as a Collaborator |
|
|
|||
|
Export a Daily Log as PDF |
|
|
|
||
|
Mark a Daily Log as Complete |
|
||||
|
Reject Any Daily Log Entry Created by Collaborators |
|
||||
|
Reopen a Daily Log |
|
||||
|
Resubmit a Daily Log Entry as a Collaborator |
|
|
|||
|
Search and Filter Daily Logs |
|
|
|
||
|
Search and Filter Daily Log Entries You Created as a Collaborator |
|
|
|||
|
Upload Photos to the Daily Log from the Photos Tool |
|
|
Users also need 'Standard' permissions or higher on the project's Photos tool. |
||
|
Upload Photos to the Daily Log from your Device |
|
|
|||
|
View and Attach Files to a Daily Log |
|
|
|||
|
View Approved Daily Logs |
|
|
|
This excludes the ability to view the change history log. See below for more details about the View Change History Log permission. |
|
|
View Daily Logs You Created as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
View Daily Logs Created by Users at your Company as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Daily Log tool settings. |
||
|
View 'Pending' Daily Log Entries |
|
|
'Standard' level users can only view 'Pending' Daily Construction Report and Manpower logs if they were added through the 'Missing Company' feature. |
||
|
View Change History Log |
|
|
|||
|
View Daily Log Notes Report (Single Tool Report) |
|
|
|
Users also need 'Read Only' level permissions or higher on the project's 360 Reporting tool. |
|
|
View Daily Logs in the Calendar View |
|
|
|||
|
View Project Daily Log Insights Web |
|
|
|
Data Extracts (Beta)
Learn which user permissions are required to take the described actions in this tool.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
|
Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Create a Project Archive |
|
||||
|
Edit a Project Archive |
|
||||
|
Copy a Project Archive |
|
||||
|
Download a Project Archive |
|
||||
|
Delete a Project Archive |
|
||||
|
View the Change History of a Project Archive |
|
Additional Permissions
Users may need to be granted 'Admin' permissions on the project level Procore tools from which they want to export data. See Which Procore tools can I export project data from using the Project Archive tool?
Direct Costs
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
Directory (Project Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.PROCORE SUPPORT: INTERNAL NOTES
There are currently a few permissions loopholes when using the legacy Directory experience. Users of the legacy experience that have the 'Create and Edit' user granular permission can also take the following actions:
- Add from Company Directory
- Assign an Assignable Permission Template
The new Directory beta seeks to close these loopholes, and the relevant granular permissions are enforced.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Company to the Project Directory |
|
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
|
Add a Contact to your Device |
|
|
|
On a mobile device, this action can be performed offline. | |
|
Add a Distribution Group to the Project Directory |
|
|
|
||
|
Add a Phone Calls Entry from the Directory |
|
|
|||
|
Add a User Account from the Company Directory to the Project Directory |
|
|
|
Users with both granular permissions can add users from the 'Add User' or 'Bulk Add' option. | |
|
Add a User Account from the Company Directory to the Project Directory |
|
|
|
If you only have the 'Add from Company Directory' granular permission, you must use the Bulk Add function. | |
|
Add Project Insurance to a Company Record in the Project Directory |
|
|
|
||
|
Assign a Project Permissions Template to a User in the Project Directory |
|
|
|
Users with granular permissions can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings. |
|
|
Bulk Add Users and Companies from the Company Directory |
|
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
|
Change a User's Permissions Template in the Project Directory |
|
|
|
Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
|
Change a User's Permissions Manually in the Project Directory |
|
||||
|
Configure the Project Team on the Project Home Page |
|
|
|
||
|
Configure Advanced Settings for the Project Directory: Edit Permissions |
|
||||
|
Configure Advanced Settings for the Project Directory: Edit Project Roles |
|
|
|
||
|
Configure the Project Team on the Project Overview Page |
|
|
|
||
|
Configure Schedule Notification Emails |
|
Users also need 'Admin' level access to the project's Schedule tool. | |||
|
Create a Project Specific Permissions Template from the Project Directory |
|
||||
|
Create a User Account in the Project Directory |
|
|
|
To assign a new user a permissions template other than the project's default, you need additional permissions. See rows for Assign or Change a Permissions template. | |
|
Customize the Column Display in the Directory Tool |
|
|
|
||
|
Deactivate a Company in the Project Directory |
|
|
|
||
|
Delete a Distribution Group from the Project Directory |
|
||||
|
Download vCard for a User Account in the Project Directory |
|
|
|
||
|
Edit a Company in the Project Directory |
|
|
|
||
|
Edit a Distribution Group |
|
|
|
||
|
Edit a User's Default Email Notifications |
|
||||
|
Edit an Active Account in the Project Directory |
|
|
|
Only users with 'Admin' level permissions can edit inactive user accounts. | |
|
Edit an Inactive Account in the Project Directory |
|
||||
|
Email Forward Contact Information |
|
|
|
||
|
Enable Schedule Notifications for a User on a Project |
|
||||
|
Enable Weather Delay Alerts by Phone or Email |
|
||||
|
Export the Project Directory to CSV or PDF |
|
|
|
||
|
Forward Contact Information by Email |
|
|
|
||
|
Invite or Reinvite a User to Join a Procore Project |
|
|
|
||
|
Reactivate a Company in the Project Directory |
|
||||
|
Reactivate a User in the Project Directory |
|
||||
|
Remove a Company from the Project Directory |
|
|
|
||
|
Remove a User from a Project |
|
|
|
||
|
Remove Project Insurance from a Company Record |
|
|
|
||
|
Request Company and People Imports |
|
|
|||
|
Save Contact to Phone on a Mobile Device |
|
|
|
||
|
Search and Filter Active Users, Contacts, and Companies in the Project Directory |
|
|
|
||
|
Search and Filter Inactive Users, Contacts, and Companies in the Project Directory |
|
||||
|
Send a Message or WhatsApp to a Contact |
|
||||
|
Set Bidder Information at the Project Level |
|
||||
|
Switch Between Views in the Project Directory |
|
|
|
||
|
View Active Users, Contacts, and Companies in the Project Directory |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |
|
View Inactive Users, Contacts, and Companies in the Project Directory |
|
||||
|
View Company Insurance Information |
|
|
|
||
|
View User Change History |
|
||||
|
View User Details |
|
|
|
Documents (Project Level)
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Documents tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to a File |
|
||||
|
Add or Edit a File Description |
|
||||
|
Change Permission Settings on a Folder or File |
|
|
|
||
|
Check In or Out a File |
|
|
|||
|
Configure Advanced Settings: Documents |
|
||||
|
Create a Folder |
|
|
|||
|
Delete Files or Folders |
|
|
|
||
|
Download a Previous Version of a File |
|
|
|
||
|
Download Files and Folders |
|
|
|
||
|
Email Files and Folders |
|
|
|
||
|
Export Information |
|
|
|
||
|
Export Object Data from a Model |
|
|
|
Users must also have 'Read Only' or higher permission to the Models tool. | |
|
Manage and Set Tags for Documents |
|
||||
|
Manage Permissions for Files and Folders |
|
|
|
||
|
Manage Who Tracks Files and Folders |
|
||||
|
Move and Copy Files and Folders |
|
|
|
|
|
|
Open or Edit a File in Microsoft Office 365 |
|
|
|||
|
Preview a File |
|
|
|
||
|
Rename a File |
|
|
|
||
|
Rename a Folder |
|
|
|
||
|
Retrieve a File or Folder from the Recycle Bin |
|
||||
|
Search for and Filter Documents |
|
|
|
This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
|
Sort Document Folder Contents |
|
|
|
||
|
Track a Folder or File |
|
|
|
||
|
Upload a New Version of a File |
|
|
|||
|
Upload Files into a Folder |
|
|
This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished. | ||
|
View a File in Microsoft Office 365 |
|
|
|
||
|
View Documents |
|
|
|
||
|
View a Private File or Folder |
|
|
|
The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders. |
Drawings
The following table highlights which user permissions are required to perform the described user action.
: Indicates an action supported in Procore's iOS and/or Android mobile application.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Users must also have 'Read Only' or higher permissions on the project's Photos tool.
2 Users with 'Standard' level permissions on the Drawings tool can delete published drawing markups if the 'Allow Standard level users to delete published markup' setting is enabled for the project. See Allow Users To Delete Published Markups.
3 Only users with 'Admin' permissions can subscribe or unsubscribe other users to the Drawings tool.
4 Users can only see their own measurements that they have added to drawings using the measurement markup tools. See Add Measurements to a Drawing.
Emails
The following table highlights which user permissions are required to perform the described user action.
1 Users with 'Standard' permissions to the Emails tool can make an email private or public if they created it.
2 Anyone who knows the exact inbound email address for the project can send an email to the Emails tool, regardless of whether they are a project user in Procore. See Send An Inbound Email to the Project's Emails Tool.
3 The ability to set up an email signature is available under your name in the upper right corner of the Procore web application under 'My Settings'.
4 Procore permissions are not required for a person to reply to an email using an email client outside of Procore. However, only 'Standard' and 'Admin' level users can use the reply function within the Emails tool in Procore.
Equipment
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Equipment tool?
|
Equipment Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add Equipment to Projects from the Company Register |
|
|
|
||
|
|
|
|
|||
|
Create an Equipment Record in the Project Equipment Tool (Owned) |
|
|
|
||
|
Create an Equipment Record in the Project Equipment Tool (Rented, Subcontracted) |
|
|
|
Users also need 'Read Only' level access or higher to the Company Directory tool. |
|
|
|
|
|
|
Users must also have 'Standard' level permissions or higher to the Inspections tool. |
|
|
|
Users must have 'Standard' level permissions or higher to the project's Daily Log tool. |
||||
|
Create Project-Only Equipment in the Daily Log, Incidents, and Inspection tools |
|
|
|
Users must also have 'Standard' level permissions or higher in the relevant Daily Log, Incidents, or Inspections tool. |
|
|
|
|
Users also need 'Read Only' level permissions or higher to the Company Directory tool. |
|||
|
|
|
||||
|
|
|
|
|||
|
|
|
|
|||
|
Edit Vendor for Rented Equipment |
|
|
|
Users also need 'Read Only' level access or higher to the Company Directory tool. |
|
|
Generate QR Codes for Equipment |
|
|
|
||
|
|
|||||
|
|
|
|
|||
|
Search and Filter Equipment |
|
|
|
||
|
|
|
|
|||
|
View Project Equipment Insights Web |
|
|
|
Legacy Content
For the legacy Equipment experience, reference these permissions.
Estimating
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add 3D Model Takeoffs |
|
|
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
|
Add 3D Model Takeoffs Using Auto-Mapping |
|
|
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
|
Add an Estimate |
|
|
|||
|
Add and Manage Internal Notes in a Bid Board Project |
|
|
|||
|
Add and Manage Tasks in a Bid Board Project |
|
|
|||
|
Add Adjustments to an Estimate |
|
|
|||
|
Add Inclusions and Exclusions |
|
|
|||
|
Add Items to a Cost Catalog |
|
|
Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | ||
|
Add a Change Order for an Estimate |
|
|
Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
|
Add Notes to Individual Line Items on an Estimate |
|
|
|||
|
Assign a Budget Code from an Estimate |
|
|
|||
|
Configure Columns for an Estimate |
|
|
|
||
|
Configure Estimating Tool Settings |
|
|
Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | ||
|
Configure Settings for an Estimate in the Estimating Tab |
|
|
|||
|
Copy a Group to Another Project |
|
||||
|
Copy or Move a Group to Another Estimate |
|
||||
|
Copy a Takeoff Group |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Copy Takeoff Layers |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Create a Prime Contract from an Estimate |
|
|
Users also need 'Admin' level permissions or higher to the Project level Budget tool. | ||
|
Create a Purchase Order from an Estimate |
|
|
Users also need 'Admin' level permissions or higher to the Project level Budget tool. | ||
|
Delete Documents from a Bid Board Project |
|
|
|||
|
Delete a Takeoff Group |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Delete Takeoff Layers |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Download Documents from a Bid Board Project |
|
|
|
||
|
Edit a Bid Proposal with the Proposal Builder |
|
|
|||
|
Edit an Estimate |
|
|
|||
|
Edit Custom Fields for a Bid Board Project |
|
|
|
||
|
Edit Customer Information for a Bid Board Project |
|
|
|||
|
Edit the Estimate Overview for a Bid Board Project |
|
|
|||
|
Expand or Collapse Takeoff Groups |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Export a Bid |
|
|
|
||
|
Export an Estimate |
|
|
|||
|
Generate a Bid Proposal |
|
|
|||
|
Lock and Unlock Takeoff Layers |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Manage Inclusion and Exclusion Libraries |
|
|
|||
|
Merge Estimates |
|
|
|||
|
Move Takeoff Layers to a New Group |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Rename a Takeoff Group |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Respond to a Bid Invitation |
|
|
|||
|
Run Automated Area Takeoffs |
|
|
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
|
Search for Model Objects in Estimating |
|
|
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
|
Send a Change Order to the Change Events Tool |
|
|
Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
|
Send an Estimate to the Budget |
|
|
Users also need 'Admin' level permissions or higher to the Project level Budget tool. | ||
|
Set the Drawing Scale for Takeoffs |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Show or Hide Takeoff Layers |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Split Takeoff Layers |
|
|
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
|
Upload Documents from a Bid Board Project |
|
|
|
||
|
View 3D Models in Estimating |
|
|
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
|
View an Estimate |
|
|
|
Forms
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
Forms Tool
1 'Standard' users can view forms marked as private that they have created.
2 'Standard' users can edit forms they have created.
Admin Tool (Company Level)
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Create a Company Level Form Template | |
|||
| Delete a Company Level Form Template | |
Inspections (Project Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Inspections tool?
|
Inspections Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add a Contact when Performing an Inspection |
|
|
Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission |
||
|
Add a Related Item to an Inspection |
|
||||
|
Add Comments to an Inspection Item |
|
|
|||
|
Add Company Level Inspection Templates to Your Project |
|
||||
|
Add Conditional Logic to a Project Level Inspection Template |
|
||||
|
Add Attachments to Inspection Items |
|
|
|||
|
Add Signers to an Inspection |
|
|
|||
|
Add Signers to an Inspection Item |
|
|
|||
|
Bulk Create Inspections |
|
|
|
||
|
Clone a Project Inspection Template to a Company |
|
||||
|
Close an Inspection You Created |
|
|
|||
|
Close Any Inspection |
|
||||
|
Configure Advanced Settings: Inspections |
|
||||
|
Create a New Location for an Inspection |
|
|
The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool. |
||
|
Create an Inspection |
|
|
|||
|
Create an Inspection Schedule |
|
|
|
||
|
Create a Reinspection |
|
|
|||
|
Create a Project Level Inspection Template |
|
||||
|
Create an Observation from an Inspection |
|
|
Users must also have 'Standard' level permission or higher on the Observations tool. |
||
|
Create Project-Only Equipment |
|
|
Users must also have one of the following permissions to the project's Equipment tool:
|
||
|
Delete an Inspection |
|
||||
|
Delete an Inspection Template |
|
||||
|
Edit a Project Level Inspection Template |
|
||||
|
Edit an Inspection Schedule |
|
|
|
||
|
Edit an Inspection You Created |
|
|
|||
|
Edit Any Inspection |
|
||||
|
Email Inspections |
|
|
|||
|
Export an Individual Inspection |
|
|
|
||
|
Perform an Inspection |
|
|
|||
|
Retrieve an Inspection From the Recycle Bin |
|
||||
|
Search and Filter for Inspections |
|
|
|
||
|
Sign a Completed Inspection |
|
|
|||
|
Sign an Inspection Item |
|
|
|||
|
View Inspection Schedule |
|
|
|
||
|
View Project Inspection Insights Web |
|
|
|
||
|
View Project Level Inspections (Not Private) |
|
|
|
||
|
View Project Level Inspections (Private) |
|
|
|
'Read Only' and 'Standard' level users must also be the Inspection's Creator, Assignee, Point of Contact, Requested Signature, or a member of the Distribution List. |
|
|
View the Activity Feed of Items in an Inspection |
|
|
|
||
|
View Change History of an Inspection |
|
||||
|
View Signatures on an Inspection |
|
|
|
Instructions
The following table highlights which user permissions are required to perform the described user action.
1 You must also be your company's Procore Administrator.
2 You must also have access to the RFI and 'Read Only' level permissions or higher on the project's RFIs tool.
3 Users with 'Standard' permissions can only edit instructions that they have created.
Invoicing
User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool.
INVOICING
Show/Hide Permissions
Important
Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Bulk Edit Subcontractor Invoice Status with the Invoicing Tool |
|
||||
|
Bulk Send Subcontractor Invoices to DocuSign® with the Invoicing Tool |
|
||||
|
Compile Subcontractor Invoice Backups with the Invoicing Tool |
|
||||
|
Configure Settings: Invoicing |
|
||||
|
Create Automatic Billing Periods |
|
||||
|
Create Manual Billing Periods |
|
||||
|
Edit Billing Periods |
|
||||
|
Manage Billing Periods |
|
Prime Contracts
Show/Hide Permissions
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Prime Contracts tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Create a Owner Invoices
|
|
||||
|
Create a Record for a Payment Received |
|
||||
|
Delete Owner Invoices |
|
||||
|
Edit Owner Invoices |
|
||||
|
Email Owner Invoices |
|
||||
|
Export Owner Invoices |
|
||||
|
View a Summary Preview of an Owner Invoice |
|
||||
|
View a Prime Contract That is Not Private |
|
|
|
||
|
View a Private Prime Contract You were Added To |
|
|
|
|
Commitments
Show/Hide Permissions
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Commitments tool?
PROCORE SUPPORT: INTERNAL NOTES
Some Procore customers choose to grant downstream collaborators a higher level of permissions than documented in this matrix. Although this practice is supported, it is NOT recommended for the reasons stated below:
- 'Standard' level permissions on the project's Commitments tool. Although this permission gives designated invoice contacts the ability to create invoices with the Commitments tool, it also gives users permission to see ALL purchase orders and subcontracts that are NOT marked 'Private.' Because invoice contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to invoice contacts.
- 'Admin' level permission on the project's Commitments tool. Although this permission gives users the ability to create invoices, it gives the user full edit access to all of the commitments in the project's Commitments tool. It also gives the user permission to create invoices before and after the 'Due Date.' Because invoice contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to invoice contacts.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Accept or Decline an 'Invite to Bill' as an Invoice Contact |
|
|
|
Users must also be the invoice contact on the purchase order or subcontract. | |
|
Add a New Payment to the Payments Issued Tab of a Commitment |
|
||||
|
Add Invoice Contacts to a Purchase Order or Subcontract |
|
||||
|
Add a Subcontractor SOV to a Commitment |
|
||||
|
Create a Payment Issued |
|
||||
|
Create a Purchase Order |
|
|
|
This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished. |
|
|
Create an Invoice on Behalf of an Invoice Contact |
|
|
|
||
|
Create a New Subcontractor Invoice as an Invoice Contact |
|
|
Users with 'Read Only' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | ||
|
Create a Subcontractor Invoice for Release of Retainage Before, During, or After the Current Billing Period |
|
|
|||
|
Create a Subcontractor Invoice for Release of Retainage During the Current Billing Period |
|
|
Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | ||
|
Create a Subcontractor Schedule of Values (SSOV) |
|
|
|
||
|
Create a Payment Received for a Prime Contract |
|
||||
|
Delete a Subcontractor Invoice |
|
|
|
||
|
Edit a Commitment's Schedule of Values |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. | |
|
Edit a Purchase Order |
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. |
|||
|
Enable or Disable a Subcontractor SOV Tab on a Commitment |
|
||||
|
Enable the Payments Issued Tab on a Commitment |
|
||||
|
Forward a Subcontractor Invoice by Email |
|
|
|||
|
Review a Subcontractor Invoice as an Invoice Administrator |
|
||||
|
Review Invoice Line Items as an Invoice Contact |
|
|
|
Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
|
Revise & Resubmit a Subcontractor Invoice as an Invoice Contact |
|
|
|
Users with 'Read Only' or 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
|
Search Commitments |
|
|
|
This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore once a network connection is reestablished. |
|
|
Send an 'Invite to Bill' to an Invoice Contact |
|
||||
|
Set or Release Retainage on a Subcontractor Invoice Before, During, or After the Current Billing Period |
|
|
|||
|
Set or Release Retainage on a Subcontractor Invoice During the Current Billing Period |
|
|
|
Users with 'Standard' level permissions must also be designated as an invoice contact on the purchase order or subcontract. | |
|
Submit a New Invoice as an Invoice Contact |
|
|
|
Users with 'Read Only' or 'Standard' level permissions must also be the invoice contact on the purchase order or subcontract. | |
|
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool |
|
|
|
Users with 'Read Only' and 'Standard' level permissions must also be an invoice contact. |
Meetings
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Meetings tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Comment to a Meeting Item |
|
|
|
||
|
Add a Meeting Category |
|
|
|
||
|
Add a Meeting Item |
|
|
|
||
|
Add a Meeting To Your Personal Calendar |
|
|
|
||
|
Add a Related Item to a Meeting |
|
|
|
||
|
Add Meeting Minutes |
|
|
|
||
|
Configure Advanced Settings: Meetings |
|
||||
|
Convert a Meeting from Agenda to Minutes Mode |
|
|
|
||
|
Create a Follow-up Meeting |
|
||||
|
Create a Meeting |
|
|
|
||
|
Delete Any Meeting Comment |
|
||||
|
Delete Own Meeting Comment |
|
|
|
||
|
Create a Meeting from a Template |
|
|
|
||
|
Delete a Meeting |
|
||||
|
Delete a Meeting Category |
|
|
|
||
|
Delete a Meeting Item |
|
|
|
||
|
Distribute a Meeting Agenda |
|
|
|
||
|
Distribute and Redistribute Meeting Minutes |
|
|
|
||
|
Edit a Meeting |
|
|
|
||
|
Edit a Meeting Item |
|
|
|
||
|
Export a Meeting as a PDF |
|
|
|
||
|
Forward a Meeting by Email |
|
|
|
||
|
Initiate an Email Communication Thread for a Meeting |
|
|
|
Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. | |
|
Record Meeting Attendance |
|
||||
|
Reorder Meeting Categories |
|
|
|
||
|
Reorder Meeting Items |
|
|
|
||
|
Search for a Meeting |
|
|
|
||
|
Star Previous Minutes |
|
||||
|
View a Meeting |
|
|
|
||
|
View Previous Minutes |
|
|
|
||
|
View the Change History of a Meeting |
|
Models
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Note
'Standard' level permission does not exist for the Models tool.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Section Box to a Model |
|
Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model. | |||
|
Associate a Model with a Procore Project |
|
||||
|
Create Coordination Issues in the Model Viewer |
|
Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool. | |||
|
Create an Observation in the Model Viewer |
|||||
|
Delete a Model |
|
|
|||
|
Download and Install the Procore BIM Plugin |
|
|
|||
|
Edit Information for a Model |
|
||||
|
Edit Coordination Issues in the Model Viewer |
|
Users also need 'Standard' or 'Admin' level permissions to the Coordination Issues tool. | |||
|
Find and Filter Coordination Issues in the Model Viewer |
|
|
Users also need 'Read Only' or higher level permissions to the Coordination Issues tool. | ||
|
Measure Distances on a Model |
|||||
|
Publish a Model to Procore |
|
Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model. | |||
|
Publish a New Version of a Model |
|
Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model. | |||
|
Reassociate a Model with a Procore Project |
|
||||
|
Search for and Sort Models |
|
|
|||
|
Use the Section Tool on a Model |
|
|
|||
|
View a Model |
|
|
|||
|
View the Version History of a Model |
|
Observations
Learn which user permissions are required to take the described actions in this tool.
Permissions
The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Observations tool?
|
Observations Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add a Comment to an Observation |
|
|
|
||
|
Add a Related Item to an Observation |
|
||||
|
Add Project Level Observation Types |
|
|
|
Company level Observation Types are managed at the Company level Admin tool. |
|
|
Can Be Included on the Distribution List |
|
|
|
||
|
Close Observation and Comment |
|
|
|
||
|
Configure Advanced Settings: Observations |
|
|
|
||
|
Create Custom Incident Statuses |
|
Custom Incident Statuses are managed at the Company level Admin tool. |
|||
|
Create Custom Observation Categories |
|
Custom Observation Categories are managed at the Company level Admin tool. |
|||
|
Create an Observation |
|
|
|
|
|
|
Create an Observation from an Inspection |
|
|
|
'Standard' users will also need 'Standard' permission to the Inspections tool. |
|
|
Create a Project Level Observation Template |
|
|
|
||
|
Customize the Column Display in the Observations Tool |
|
|
|
||
|
Delete and Retrieve Observations |
|
|
|
||
|
Delete Project Level Observation Templates |
|
|
|
||
|
Delete Project Level Observation Types |
|
|
|
Company level Observation Types are managed at the Company level Admin tool. |
|
|
Edit Project Level Observation Templates |
|
|
|
Company level Observation Types are managed at the Company level Admin tool. |
|
|
Edit Project Level Observation Types |
|
|
|
||
|
Edit Observations |
|
|
|
||
|
Email an Observation |
|
|
|
||
|
Email All Observations |
|
|
|
||
|
Email My Observations |
|
|
|
||
|
Export Observations as a PDF or CSV |
|
|
|
||
|
Respond as Observation Assignee |
|
|
|||
|
Search for and Filter Observations |
|
|
|
||
|
Update Observation Status to 'Ready for Review' and Comment |
|
|
|
'Read Only' and 'Standard' users with the granular permission can update the status to 'Ready for Review'. |
|
|
Update Open Observation Status and Comment |
|
|
|
||
|
View the Activity Stream of an Observation Web |
|
|
|
||
|
View Change History |
|
|
|
||
|
View Observation Tool |
|
|
|
||
|
View Observations (Not Private) |
|
|
|
||
|
View Observations (Private) |
|
|
|
'Read Only' and 'Standard' lever users can view private observations without the granular permission if they are the Observation's Creator, Assignee, or on the Distribution List. |
|
|
View Observation Insights |
|
|
|
||
|
View Observations for Users within the Same Company (Private) |
|
|
|
For users with the granular permission, you or a user at your company must be the Observation's Creator, Assignee, or on the Distribution List. |
|
|
View Observations by Type |
|
|
|
Photos
The following table highlights which user permissions are required to perform the described user action.
: Denotes an action supported in Procore's iOS and/or Android application.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Users with 'Standard' level permissions on the project's Photos tool may only bulk edit photo descriptions.
Prime Contracts
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Prime Contract.
2 Users with 'Read Only' and 'Standard' level permissions can only view a prime contract that is private if they have been added to the 'Private' drop-down list on the prime contract.
3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.
Punch List
The following table highlights which user permissions are required to perform the described user action.
: Denotes an action supported in Procore's iOS and/or Android mobile application.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Users with 'Standard' level permissions can perform this action if they are listed as the item's Punch Item Manager, Assignee, or Final Approver, or if they have been granted the granular permission "Respond to Punch Items Assigned to Users within the Same Company."
2 While 'Standard' level users can create punch list items, they cannot assign a punch list item unless they have been granted special permission to act as the Punch Item Manager. See Grant a Standard User Permissions to Act as a Punch List Manager.
3 'Standard' level users can only close punch list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Punch Item Manager'.
4 Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Punch Items Assigned to Users within the Same Company.”
5 Users with 'Standard' and 'Read Only' permissions can only view non-private punch list items after they have been sent to the Assignee.
6 Users with 'Standard' permissions can only perform this action for items they created.
7 This task also requires 'Admin' permissions on the project's Admin tool and 'Standard' permissions on the project's Directory tool.
RFIs
Important
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's RFIs tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to an RFI |
|
||||
|
Add Assignees to an RFI as an Assignee on an RFI |
|
|
The user adding the assignee must first be designated as an 'Assignee' and must be the current 'Ball In Court' person. | ||
|
Change the Status of an RFI |
|
|
|
Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
|
|
|
Choose an "Official Response" for an RFI |
|
|
|
|
|
|
Close an RFI |
|
|
|
|
|
|
Configure Settings: RFIs |
|
||||
|
Create a Change Event from an RFI |
|
|
|
||
|
Create a Potential Change Order from an RFI |
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To create a Potential Change Order from an RFI, the following must also be true:
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Create an Instruction from an RFI |
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Users must also have 'Standard' level permissions or higher on the project's Instructions tool. | |
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Create a Draft RFI |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
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Create an RFI |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
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Create and View a Custom RFI Report |
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Create RFIs on a Drawing |
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Users must also have 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Customize the Column Display in the RFIs Tool |
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Delete a Response to an RFI |
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Delete an RFI |
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Designate the Default RFI Manager for a Project's RFIs |
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Download RFI Attachments |
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Edit a Custom RFI Report You Created |
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Edit Any Custom RFI Report |
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Export an RFI |
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Export the RFIs List to CSV or PDF |
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Edit a Draft RFI You Created |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished. |
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Edit an RFI |
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Forward an RFI by Email |
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Forward an RFI for Review |
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Users must also be designated as an Assignee for the RFI and be the current Ball In Court person. |
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Generate Change Event with an RFI Agent (Beta) |
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Link Existing RFIs on a Drawing |
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Users must also have 'Standard' level permissions or higher to the project's Drawings tool. | |
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Perform Bulk Actions on RFIs |
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Reopen an RFI |
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Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
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Respond to an RFI |
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Users with 'Standard' level permissions without a granular permission must also be an Assignee or a Distribution List member for the RFI. | ||
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Respond to an RFI |
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Resize the Column Width in the RFIs Log |
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Retrieve an RFI from the Recycle Bin |
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Revise an RFI (Beta) |
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Search for and Filter RFIs |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |
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Share a Custom RFI Report |
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Shift the Ball in Court on a RFI |
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Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
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Summarize RFIs with Assist |
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View Private RFIs Associated with Users in Your Same Company |
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View RFIs |
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View the Distribution History of a Custom RFI Report |
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Schedule (Project Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Schedule tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add Related Items to a Scheduled Task |
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Configure Advanced Settings: Schedule |
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Configure Schedule Notification Emails |
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Users also need 'Admin' level permission to the project's Directory tool. | |||
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Configure the Project Level Schedule Tool for Primavera P6 |
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Clear an Integrated Schedule |
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Create a Calendar Item |
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Create Lookahead |
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Create Lookahead Tasks |
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Delete Calendar Item |
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Delete Lookahead |
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Delete Lookahead Tasks |
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Edit Any Calendar Item |
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Edit a Calendar Item You Created |
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Edit Lookahead Task |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. | |
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Export a Project Schedule |
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Request a Schedule Change |
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Search and Filter for Scheduled Tasks |
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Send Recurring Project and Resource Schedules |
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Update a Project Schedule File |
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Update Lookahead Tasks |
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Update Task Completion Percentage |
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Upload a Project Schedule File to Procore's Web Application |
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Upload an Asta Powerproject Schedule |
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View a Project Schedule |
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View a Scheduled Task |
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View Lookahead |
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View the Change History of Lookaheads |
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Specifications
Important
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Configure Specifications Tool |
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This permission also governs users' ability to create and manage Specification Areas. | |||
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Create Specification Sets |
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Delete Pending Uploads |
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Delete Specifications |
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Download Specifications |
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Email Specifications |
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Export Specifications |
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Manually Create Divisions |
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Manually Create Specifications |
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Review Specifications |
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Publish Specifications |
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Relate Items |
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Show All Uploads |
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This permission allows users to see pending specification uploads initiated by other users. | |||
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Update Specifications |
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Upload Specifications |
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View Change History |
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View Deleted Specifications |
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View All Revisions |
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View Specifications |
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Submittals
The following table highlights which user permissions are required to perform the described user action.
: Denotes an action that is supported by Procore for Android or Procore for iOS.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Requires the Procore + Bluebeam Integration. See Bluebeam.
2 Users with 'Standard' level permission can only create personal reports.
3 Users with 'Admin' level permission can create, edit, and view reports that have not been marked 'Personal' by another user.
4 Users will also need 'Read Only' level permission or higher on the Reports tool.
5 Users without 'Admin' level permissions on the project's Submittals tool can create revisions for submittals that they created.
6 Users without 'Admin' level permissions on the project's Submittals tool can edit certain fields in 'Draft' or 'Open' submittals that they created.
7 Users with 'Standard' level permissions can edit certain fields in submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?
8 Users without 'Admin' level permissions on the project's Submittals tool can update the submittal workflow in 'Draft' or 'Open' submittals that they created.
9 Users with 'Standard' level permissions can update the submittal workflow for submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?
10 When a submittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions on the project's Submittals tool can see the submittal only if one or more statements apply:
- They are designated as the Submittal Manager
- They are added to the submittal workflow as a Submitter or an Approver.
- They are included in the distribution list.
- They have the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver, or a Distribution List member.
Timesheets (Project Level)
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Timesheets tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Crew to an Existing Timesheet You Created |
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Add a Crew to any Existing Timesheet |
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Add Employees to a Timesheet you Created |
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Add Employees to any Timesheet |
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Add Quantities to a Timesheet you Created |
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Add Quantities to Any Timesheet |
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Approve a Timesheet |
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Bulk Enter Time in a Timesheet |
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On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. |
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Configure Advanced Settings: Project Level Timesheets |
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Copy Previous Timesheet |
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On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
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Create a Timesheet |
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Delete a Timesheet You Created |
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Delete Any Timesheet |
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Delete Budgeted Labor Hours and Budgeted Production Quantities |
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'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
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Delete Quantities on a Timesheet |
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Users with 'Standard' level permissions can only delete quantities to timesheets they have created. | ||
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Edit a 'Pending' Timesheet |
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Users with granular permissions can in line edit one timesheet at a time. | |
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Edit a Timesheet You Created |
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Edit Any Timesheet |
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Edit the Status of a 'Reviewed' Timesheet |
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Edit Quantities on a Timesheet |
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Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet. | ||
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Export a Project's Timesheets |
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Export the Field Production Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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Export the Labor Budget to Actual Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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Import a Unit Quantity Based Budgeted |
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'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
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Review a Timesheet |
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Search for and Filter Project Level Timesheets |
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Set Up a Daily Reminder for Timesheets |
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Set up a Field Production Report |
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Additional permissions are needed to complete this action:
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Sign a Timesheet |
Permissions for this action are set in the company's Timecard tool. | ||||
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Sign Timesheets for All Projects |
Permissions for this action are set in the company's Timecard tool. | ||||
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View a Field Production Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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View a Labor Budget to Actual Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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View a Private Timesheet You Created or are Assigned |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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View a Timesheet (not Private) |
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View a Timesheet Entry Signature |
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View Quantities on a Timesheet |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |
T&M Tickets
Important
To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a T&M Ticket to a Change Event |
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Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
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Add Equipment Entries on a T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Add Worker and Employee Entries on a T&M Ticket
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Users must also have one of the following permissions to the project's Directory tool:
|
||
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Best Practices for Configuring T&M Tickets |
|
||||
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Create a T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. | ||
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Close or Reopen a T&M Ticket You Created |
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Users with 'Standard' permission are only permitted to modify the tickets they create. | ||
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Close or Reopen Any T&M Ticket |
|
||||
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Configure Advanced Settings: T&M Tickets
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|
||||
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Configure Hours and Rates for T&M Tickets |
|
||||
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Create a Change Event from a T&M Ticket |
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Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool. | ||
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Create Equipment from a T&M Ticket You Created |
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Create Equipment from Any T&M Ticket |
|
||||
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Delete a T&M Ticket You Created |
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Delete Any T&M Ticket |
|
||||
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Edit a T&M Ticket You Created |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Edit Any T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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Export a T&M Ticket as a PDF |
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Request a Signature on a T&M Ticket |
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Retrieve a T&M Ticket You Created |
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|
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Retrieve Any T&M Ticket |
|
||||
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Search and Filter T&M Tickets |
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This action can be performed offline when using a mobile device. |
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Sign a T&M Ticket |
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On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished. |
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View a T&M Ticket |
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This action can be performed offline when using a mobile device. |
Transmittals
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 'Standard' users can only modify transmittals that they have created.
2 When a transmittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the transmittal only if one or more statements apply:
- They created the transmittal ('Standard' only).
- They are included in the 'To' or 'CC' fields on the transmittal.
- They have the 'View Private Transmittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the transmittal's creator or is included in the 'To' or 'CC' fields on the transmittal.
Webhooks API (Project)
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Configure Project Webhooks |
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