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Procore Support (en-au)

Permissions

Invoicing

User access to the Invoicing tool depends on the user's access permission to the contract in the 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

Job Role None Read Only Standard Admin
Create Automatic Billing Periods       icon-mindtouch-table-check.png 1
Create Manual Billing Periods       icon-mindtouch-table-check.png 1

1 To perform this task in the project's Invoicing tool, users must be granted 'Admin' level permissions on the project's Commitments tool.   

Head Contracts

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

Task None Read Only Standard Admin
Create Payment       icon-mindtouch-table-check.png
Create an Owner Progress Claim        icon-mindtouch-table-check.png
Edit an Owner Progress Claim's Configurable PDF View       icon-mindtouch-table-check.png
Email an Owner Progress Claim        icon-mindtouch-table-check.png

Commitments

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

Task None Read Only Standard Admin
Accept or Decline an 'Invite to Bill' as an Progress Claim Contact   icon-mindtouch-table-check.png 4    
Add Progress Claim Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add a Subcontractor SOV to a Commitment       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Progress Claim on Behalf of an Progress Claim Contact     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create a Subcontractor Progress Claim for Release of Retention     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Create Progress Claim Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Progress Claims        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete an Progress Claim       icon-mindtouch-table-check.png
Enable or Disable a Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Review a Subcontractor Progress Claim as an Admin       icon-mindtouch-table-check.png
Review Progress Claim Line Items as an Progress Claim Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Revise & Resubmit an Progress Claim as an Progress Claim Contact     icon-mindtouch-table-check.png 4  
Send an 'Invite to Bill' to an Progress Claim Contact       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Progress Claim     icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Submit a New Progress Claim as an Progress Claim Contact   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Update a Subcontractor SOV as an Progress Claim Contact    icon-mindtouch-table-check.png5  icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Progress Claim Contact on the commitment. See Add Progress Claim Contacts to a Commitment

2 To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as a progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment

3 To perform this task and to release retention during the current billing period, users must have 'Standard' permission on the project's Commitments tool or be designated as an progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment. To set retention, you must be a user with 'Admin' level permissions on the Commitments tool.  

4 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as an progress claim contact on the purchase order or subcontract.

5 To perform this task, you must have the permissions designated in the tutorial and your user account must be designated as an progress claim contact on the purchase order or subcontract. 'Read Only' users must be added to the 'Private' list. 

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