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 the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Project Permissions Template.
- Indicates your company's Procore account must be configured to work with an integrated ERP system.
1 User must have '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 Progress Claim Contact. See Add Progress Claim Contacts to a Commitment.
2 Also requires a DocuSign© account.
3 Users with 'Admin' permission can configure the 'Enable Purchase Orders' setting to provides Procore users with 'Standard' permission with the ability to create variations. For details, see Configure Settings: Commitments.
4 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 a Progress Claim Contact. See Add Progress Claim Contacts to a Commitment.
6 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment as a PDF if they have been granted access via the privacy drop-down menu when editing or creating a commitment.
7 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.
8 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.
9 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.