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Procore

Estimating - User Permissions

Estimating

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. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add 3D Model Takeoffs Using Auto-Mapping

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
 

Add and Manage Internal Notes in a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add and Manage Tasks in a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Inclusions and Exclusions

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Items to a Cost Catalogue

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add a Variation for an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Assign a Budget Code from an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Estimating Tool Settings

 Web

      icon-mindtouch-table-check.png 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

Web

   

 

icon-mindtouch-table-check.png

 

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Copy a Group to Another Project

 Web

      icon-mindtouch-table-check.png  

Copy or Move a Group to Another Estimate

 Web

      icon-mindtouch-table-check.png  

Copy a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Copy Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Create a Head Contract from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Delete Documents from a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Delete Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Download Documents from a Tender Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Tender Proposal with the Proposal Builder

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Custom Fields for a Tender Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Customer Information for a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit the Estimate Overview for a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Export a Tender

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate a Tender Proposal

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Manage Inclusion and Exclusion Libraries

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Merge Estimates

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Move Takeoff Layers to a New Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Rename a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Respond to a Tender Invitation

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Run Automated Area Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Search for Model Objects in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Send a Variation to the Change Events Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Send an Estimate to the Budget

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Set the Drawing Scale for Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Show or Hide Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Split Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Upload Documents from a Tender Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View 3D Models in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

View an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png