Invoicing - User Permissions

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User access to the Project level Invoicing tool depends on the user's access permission to the contracts in the Project level Head 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

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Important

Permissions for Invoicing are granted by assigning permissions for the Project level Commitments tool.

Action	None	Read Only	Standard	Admin	Notes
Bulk Edit Subcontractor Progress Claim Status with the Invoicing Tool Web
Bulk Send Subcontractor Progress Claims to DocuSign® with the Invoicing Tool Web
Compile Subcontractor Progress Claim Backups with the Invoicing Tool Web
Configure Settings: Invoicing Web
Create Automatic Billing Periods Web
Create Manual Billing Periods Web
Edit Billing Periods Web
Manage Billing Periods Web

Head Contracts

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Important

What granular permissions are available for the project's Head Contracts tool?

Action	None	Read Only	Standard	Admin	Notes
Create a Owner Progress Claims Web
Create a Record for a Payment Received Web
Delete Head Contract Progress Claim Web
Edit Head Contract Progress Claim Web
Email Owner Progress Claims Web
Export Head Contract Progress Claim Web
View a Summary Preview of an Owner Progress Claim Web
View a Head Contract That is Not Private Web iOS Android
View a Private Head Contract You were Added To Web iOS Android					Users with 'Read Only' or 'Standard' level permissions must also be added to the 'Private' field in the client contract. See Create Head Contracts. This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.

Commitments

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Important

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 progress claim contacts the ability to create progress claims with the Commitments tool, it also gives users permission to see ALL purchase orders and subcontracts that are NOT marked 'Private.' Because progress claim contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to progress claim contacts.
'Admin' level permission on the project's Commitments tool. Although this permission gives users the ability to create progress claims, 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 progress claims before and after the 'Due Date.' Because progress claim contacts are not employees of the company account managing the Procore project, it is recommended that users do NOT provide this permission to progress claim contacts.

Action	Read Only	Standard	Notes
Accept or Decline an 'Invite to Bill' as a Progress Claim Contact Web			Users must also be the progress claim contact on the purchase order or subcontract.
Add a New Payment to the Payments Issued Tab of a Commitment Web
Add Progress Claim Contacts to a Purchase Order or Subcontract Web
Add a Subcontractor SOV to a Commitment Web
Create a Payment Issued Web
Create a Purchase Order Web iOS Android	Create a Purchase Order Contract	Create a Purchase Order Contract	This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished.
Create a Progress Claim on Behalf of a Progress Claim Contact Web
Create a New Subcontractor Progress Claim as a Progress Claim Contact Web			Users with 'Read Only' level permissions must also be designated as an progress claim contact on the purchase order or subcontract.
Create a Subcontractor Progress Claim for Release of Retention Before, During, or After the Current Billing Period Web
Create a Subcontractor Progress Claim for Release of Retention During the Current Billing Period Web			Users with 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract.
Create a Subcontractor Schedule of Values (SSOV) Web	Create Purchase Order AND Create Subcontract	Create Purchase Order AND Create Subcontract
Create a Payment Received for a Head Contract Web
Delete a Subcontractor Progress Claim Web	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract
Edit a Commitment's Schedule of Values Web iOS Android	Update Purchase Order Contract AND Update Work Order Contract	Update Purchase Order Contract AND Update Work Order Contract	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 Web iOS Android			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 Web
Enable the Payments Issued Tab on a Commitment Web
Forward a Subcontractor Progress Claim by Email Web
Review a Subcontractor Progress Claim as a Progress Claim Administrator Web
Review Progress Claim Line Items as an Progress Claim Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract.
Revise & Resubmit a Subcontractor Progress Claim as a Progress Claim Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract.
Search Commitments Web iOS Android			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 a Progress Claim Contact Web
Set or Release Retention on a Subcontractor Progress Claim Before, During, or After the Current Billing Period Web
Set or Release Retention on a Subcontractor Progress Claim During the Current Billing Period Web			Users with 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract.
Submit a New Progress Claim as a Progress Claim Contact Web			Users with 'Read Only' or 'Standard' level permissions must also be the progress claim contact on the purchase order or subcontract.
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool Web			Users with 'Read Only' and 'Standard' level permissions must also be an progress claim contact.