Invoicing - User Permissions
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
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 |
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Bulk Edit Subcontractor Progress Claim Status with the Invoicing Tool |
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Bulk Send Subcontractor Progress Claims to DocuSign® with the Invoicing Tool |
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Compile Subcontractor Progress Claim Backups with the Invoicing Tool |
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Configure Settings: Invoicing |
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Create Automatic Billing Periods |
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Create Manual Billing Periods |
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Edit Billing Periods |
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Manage Billing Periods |
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Head 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 Head Contracts tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Create a Owner Progress Claims
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Create a Record for a Payment Received |
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Delete Head Contract Progress Claim |
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Edit Head Contract Progress Claim |
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Email Owner Progress Claims |
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Export Head Contract Progress Claim |
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View a Summary Preview of an Owner Progress Claim |
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View a Head Contract That is Not Private |
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View a Private Head Contract You were Added To |
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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 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 | None | Read Only | Standard | Admin | Notes |
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Accept or Decline an 'Invite to Bill' as a Progress Claim Contact |
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Users must also be the progress claim contact on the purchase order or subcontract. | |
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Add a New Payment to the Payments Issued Tab of a Commitment |
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Add Progress Claim Contacts to a Purchase Order or Subcontract |
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Add a Subcontractor SOV to a Commitment |
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Create a Payment Issued |
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Create a Purchase Order |
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This action can be performed offline. Tasks performed offline are sync with Procore once a network connection is reestablished. |
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Create a Progress Claim on Behalf of a Progress Claim Contact |
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Create a New Subcontractor Progress Claim as a Progress Claim Contact |
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Users with 'Read Only' level permissions must also be designated as an progress claim contact on the purchase order or subcontract. | ||
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Create a Subcontractor Progress Claim for Release of Retention Before, During, or After the Current Billing Period |
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Create a Subcontractor Progress Claim for Release of Retention During the Current Billing Period |
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Users with 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract. | ||
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Create a Subcontractor Schedule of Values (SSOV) |
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Create a Payment Received for a Head Contract |
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Delete a Subcontractor Progress Claim |
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Edit a Commitment's Schedule of Values |
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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 sync with Procore once a network connection is reestablished. | |
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Edit a Purchase Order |
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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 sync with Procore once a network connection is reestablished. |
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Enable or Disable a Subcontractor SOV Tab on a Commitment |
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Enable the Payments Issued Tab on a Commitment |
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Forward a Subcontractor Progress Claim by Email |
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Review a Subcontractor Progress Claim as a Progress Claim Administrator |
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Review Progress Claim Line Items as an Progress Claim Contact |
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Users with 'Read Only' or 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract. | |
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Revise & Resubmit a Subcontractor Progress Claim as a Progress Claim Contact |
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Users with 'Read Only' or 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract. | |
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Search Commitments |
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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 sync with Procore once a network connection is reestablished. |
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Send an 'Invite to Bill' to a Progress Claim Contact |
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Set or Release Retention on a Subcontractor Progress Claim Before, During, or After the Current Billing Period |
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Set or Release Retention on a Subcontractor Progress Claim During the Current Billing Period |
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Users with 'Standard' level permissions must also be designated as an progress claim contact on the purchase order or subcontract. | |
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Submit a New Progress Claim as a Progress Claim Contact |
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Users with 'Read Only' or 'Standard' level permissions must also be the progress claim contact on the purchase order or subcontract. | |
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Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool |
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Users with 'Read Only' and 'Standard' level permissions must also be an progress claim contact. |