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Procore Support (en-au)

Permissions

Head Contract

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

icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task None Read Only Standard Admin
Add Financial Markup to Head Contract Variations (PCCOs)       icon-mindtouch-table-check.png
Add a Related Item to a Head Contract Variation       icon-mindtouch-table-check.png
Approve a Head Contract       icon-mindtouch-table-check.png
Configure Advanced Settings: Head Contract       icon-mindtouch-table-check.png
Create a CV From a PV       icon-mindtouch-table-check.png
Create a Configurable PDF of an Owner Progress Claim       icon-mindtouch-table-check.png
Create Variation Request       icon-mindtouch-table-check.png
Create Payment       icon-mindtouch-table-check.png
Create an Owner Progress Claim        icon-mindtouch-table-check.png
Create a Head Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Potential Variation 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Head Contract Variation       icon-mindtouch-table-check.png
Create Program of Values (SOV) from the Budget       icon-mindtouch-table-check.png
Delete a Head Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a CV Linked to a PV       icon-mindtouch-table-check.png
Edit an Owner Progress Claim's Configurable PDF View       icon-mindtouch-table-check.png
Edit a Head Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Advanced Settings Subtab in Head Contract       icon-mindtouch-table-check.png
Email an Owner Progress Claim        icon-mindtouch-table-check.png
Email a Potential Variation (PV)       icon-mindtouch-table-check.png
Email Head Contract       icon-mindtouch-table-check.png
Enable Financial Markup on a Head Contract       icon-mindtouch-table-check.png
Export a Configurable PDF of an Owner Progress Claim       icon-mindtouch-table-check.png
Export a Head Contract to DOCX or PDF 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Head Contract to PDF       icon-mindtouch-table-check.png
Filter Head Contract Variations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Head Contract CSV       icon-mindtouch-table-check.png
Import a ProEst Estimate for the Head Contract SOV       icon-mindtouch-table-check.png
Remove a Potential Variation or Variation Request       icon-mindtouch-table-check.png
Remove a Head Contract Variation       icon-mindtouch-table-check.png
Search for and Add Filters to Head Contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set or Release Retention For All Line Items For an Owner Progress Claim       icon-mindtouch-table-check.png
Set Up a Head Contract       icon-mindtouch-table-check.png
View Head Contract  2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Head Contract       icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Head Contract.

2 Users with 'Read Only' and 'Standard' level permissions can only view a head contract that is private if they have been added to the 'Private' drop-down list on the head contract.

3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF. 

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