User Permission Matrix - Mobile
The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?
Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.
Click this icon in the chart below to see the corresponding Android tutorial for that functionality.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
1 This tool is only available on Android.
Note: The Camera function is available on both Android and iOS. However, 'Camera' is not listed as a tool in the iOS app.
Announcements
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create Announcements |  1 |
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| View Announcements | 2 |
2 |
2 |
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1 Users must have 'Admin' permissions on the project's Home tool.
2 Users must have 'Read Only' or above permissions on the project's Home tool.
Camera
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Take and Add Photos to an Album with the Camera Tool | |
|
 1 |
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1 The camera function is available on both iOS and Android. See Take and Add Photos to an Album in the Photos section of the permissions matrix.
Change Events
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create a Change Event | |
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* |
* |
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Edit a Change Event that you created |
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* |
* |
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| Edit a Change Event that someone else created | |
** |
** |
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| Add a Line Item to a Change Event | |
|
** |
** |
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* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will sync with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Commitments
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create a Purchase Order | 1 |
1 |
|
* |
* |
|
| Edit a Commitment's Schedule of Values | 2 |
2 |
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** |
** |
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| Edit a Purchase Order | 2 |
2 |
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** |
** |
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| Search Commitments | |
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** |
** |
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| View Variations | |
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** |
** |
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| View Inclusions/Exclusions for Subcontracts | |
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** |
** |
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| View Purchase Orders and Subcontracts | |
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** |
** |
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1 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order Contract' granular permission is enabled on the permission template associated with their account
2 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order Contract' and 'Update Work Order Contract' granular permissions are enabled on the permission template associated with their account.
* This action can be performed in offline mode. Tasks performed in offline mode will sync with Procore once a network connection is reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will sync with Procore once a network connection is reestablished.
Conversations (Beta)
The following table highlights which user permissions are required to perform the described user action. Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Note: The Conversations tool does not have its own set of permissions to assign and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create a Group in the Conversations Tool (iOS) | 1 |
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| Edit or Delete a Message in the Conversations Tool (iOS) | 2 |
2 |
2 |
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| Manage a Group in the Conversations Tool (iOS) | 1 |
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| Manage Push Notifications for the Conversations Tool (iOS) | 2 |
2 |
2 |
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| Mention a User in a Conversation (iOS) | 2 |
2 |
2 |
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| Send a Message in the Conversations Tool (iOS) | 2 |
2 |
2 |
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| View Messages in the Conversations Tool (iOS) | 2 |
2 |
2 |
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1 By default, only Company Admins can create and manage groups for group conversations. However, the 'Create and Manage Groups' privilege can be enabled for internal employees or everyone in the Company Directory. See Configure Access and Settings for the Conversations Tool.
2 This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:
- Direct Messages:
- If Direct Messages are enabled for the account, anyone in the project's Directory (and Company Admins) can be messaged or mentioned.
- If Direct Messages are only enabled for internal employees, only users marked as employees of the company can be messaged or mentioned. See How do I add someone as an employee of my company?
- Direct messages are private and can only be seen by the individuals in the message. Admin users cannot view direct messages that they are not a part of.
Note: A data export containing direct messages can be provided to Company Admins by Procore Support if needed.
- Group Conversations:
- Anyone in the project's Directory (and Company Admins) can be messaged or mentioned in a group.
- Messages within a group conversation can only be seen by members of that group.
- Item Conversations:
- Conversations for specific items in a project can only be viewed and participated in by users with access to the item in Procore ('Read Only' or higher permissions to the item's tool and appropriate access if an item is marked as Private).
- All conversations:
- Users can only message or mention users who exist in the project's Directory, as well as Company Admins.
- Users can only edit and delete their own messages (within 5 minutes of sending and if the feature is enabled).
- Users can only hide a conversation from their own view.
Correspondence
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create a Correspondence item | |
|
** |
** |
||
| Edit a Correspondence item | 1 |
|
** |
** |
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| Respond to a Correspondence item | |
|
* |
* |
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| Search for and Filter Correspondences | |
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** |
** |
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| Scan a Correspondence Item QR Code | |
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| View a Correspondence item | |
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** |
** |
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1 Users with 'Standard' permissions can only edit correspondence items that they have created.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Site teams
Important
Permissions
| | 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 |
|---|---|---|---|---|---|
|
Add a Worker |
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Create a Site Team |
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Delete a Site team |
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Edit a Site Team |
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Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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Edit a Worker |
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Users must also have the following permissions for the project's Directory Tool to take this action:
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Remove a Worker |
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Users must also have 'Admin' level permissions on project's Directory tool to take this action. | |||
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Search Site Teams |
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Search for a Worker |
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View a Site Team |
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View a Worker |
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Site Diary
Important
Permissions
| | 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 Site Diary tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool |
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Add a Related Item to a Site Diary Entry |
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Approve Any Site Diary Entry Created by Collaborators |
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Approve Copied Site Diary Entries Created by Collaborators |
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Configure Advanced Settings: Site Diary |
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Copy a Site Diary |
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On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |||
| Create a Site Diary Entry from the Calendar View | |
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Create Accident Register Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Call Register Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Daily Construction Report Register Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Daily Construction Report Register Entries as a Collaborator |
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Create Site Diary Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. |
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Create Delay Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Delivery Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Delivery Entries as a Collaborator |
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Create Skip Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Equipment Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Inspection Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Working Hours Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Working hours Entries as a Collaborator |
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Create Note Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Note Entries as a Collaborator |
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Create Observed Weather Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |||
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Create Plan Revision Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Productivity Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Quantity Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Safety Violation Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Programmed Work Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Timecard Entries for Any User |
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Create Timecard Entries for Yourself |
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Users with 'Standard' level permissions must also be marked as an employee of your company. |
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Create Visitor Entries |
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Create Pending Visitor Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
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Create Waste Entries |
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Create a Change Event from a Site Diary Entry |
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Create a Custom Report from the Site Diary |
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Delete Any Site Diary Item |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. | |||
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Delete a Site Diary Item You Created |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. |
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Delete a Site Diary Item You Created as a Collaborator |
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Entries cannot be deleted after they are approved by a Site Diary Admin.
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Delete Related Items from Site Diary Entries |
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Edit Any Site Diary Item |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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Edit a Site Diary Item You Created |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | ||
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Edit a Site Diary Item You Created as a Collaborator |
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Entries cannot be edited after they are approved by a Site Diary Admin. |
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Email a Site Diary |
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Enter Logs for a Previous Day |
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This action can also be performed on mobile. | |
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Export a Site Diary as PDF |
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Mark a Site Diary as Complete |
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Reject Any Site Diary Entry Created by Collaborators |
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Reopen a Site Diary |
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Resubmit a Site Diary Entry as a Collaborator |
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Search and Filter Site Diaries |
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Search and Filter Site Diary Entries You Created as a Collaborator |
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Upload Photos to the Site Diary |
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Upload Photos to the Site Diary from the Photos Tool |
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Users also need 'Standard' permissions or higher on the project's Photos tool. | ||
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View and Attach Files to a Site Diary |
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On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device. | ||
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View Any Site Diary Items |
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View Your Site Diary Items as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
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View Site Diary Items by Users at your Company as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
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View Change History Register |
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View Site Diary Notes Report |
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Users also need 'Read Only' level permissions or higher on the project's Reports tool. |
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View Site Diaries in the Calendar View |
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Directory
Important
Permissions
| | 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 level Directory tool?
Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Company to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
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Add a Distribution Group to the Project Directory |
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Add a Contact to your Device |
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On a mobile device, this action can be performed offline. | |
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Add a Phone Calls Entry from the Directory |
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Add a User Account to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | |
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Add Project Insurance to a Company Record in the Project Directory |
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Assign a Project Permissions Template to a User in the Project Directory |
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Users with granular permissions have the following limitations:
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Bulk Add Users and Companies to a Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
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Change a User's Permissions in the Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
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Configure the Project Team on the Project Home Page |
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Configure Advanced Settings for the Project Directory: Edit Permissions |
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Configure Advanced Settings for the Project Directory: Edit Project Roles |
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Create a Project Specific Permissions Template from the Project Directory |
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Customise the Column Display in the Directory Tool |
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Delete a Distribution Group from the Project Directory |
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Download vCard for a User Account in the Project Directory |
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Edit a Company in the Project Directory |
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Edit a Distribution Group |
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Edit an Active Account in the Project Directory |
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Only users with 'Admin' level permissions can edit inactive user accounts. | |
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Edit an Inactive Account in the Project Directory |
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Email Forward Contact Information |
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Enable Program Notifications for a User on a Project |
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Enable Weather Delay Alerts by Phone or Email |
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Export the Project Directory to CSV or PDF |
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Forward Contact Information by Email |
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Invite or Reinvite a User to Join a Procore Project |
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Invite a Batch of Users to Join a Procore Project |
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Reactivate a Company in the Project Directory |
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Reactivate a User in the Project Directory |
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Remove a Company from the Project Directory |
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Remove a User from a Project |
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Remove Project Insurance from a Company Record |
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Remove a Batch of User Accounts from a Project Directory |
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Remove a Batch of Companies from a Project Directory |
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Request Company and People Imports |
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Save Contact to Phone on a Mobile Device |
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Search and Filter the Project Directory |
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Send a Message or WhatsApp to a Contact |
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Set Tenderer Information at the Project Level |
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Switch Between Views in the Project Directory |
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View the Project Directory |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
Documents
Permissions
| | 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 level Documents tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
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Add a Related Item to a File |
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Add or Edit a File Description |
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Change Permission Settings on a Folder or File |
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Check In or Out a File |
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Configure Advanced Settings: Documents |
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Create a Folder |
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Delete Files or Folders |
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Download a Previous Version of a File |
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Download Files and Folders |
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Email Files and Folders |
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Export Information |
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Export Object Data from a Model |
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Users must also have 'Read Only' or higher permission to the Models tool. | |
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Manage and Set Tags for Documents |
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Manage Permissions for Files and Folders |
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Manage Who Tracks Files and Folders |
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Move and Copy Files and Folders |
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Open or Edit a File in Microsoft Office 365 |
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Preview a File |
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Rename a File |
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Rename a Folder |
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Retrieve a File or Folder from the Recycle Bin |
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Search for and Filter Documents |
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This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
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Sort Document Folder Contents |
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Track a Folder or File |
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Upload a New Version of a File |
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Upload Files into a Folder |
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This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished. | ||
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View a File in Microsoft Office 365 |
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View Documents |
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View a Private File or Folder |
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The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders. |
Drawings
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Access Recently Viewed Drawings | |
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| Add Measurements to a Drawing | |
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** |
** |
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| Add Observations to a Drawing | |
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||
| Add Photos to a Drawing | 1 |
1 |
1 |
** |
** |
|
| Add Defect List Items to Drawings | |
|
** |
** |
||
| Compare Drawings | |
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| Delete Drawing Markups (personal) | |
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** |
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| Delete Drawing Markups (published) | |
** |
|
|||
| Sync and Download Drawings | |
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| Email Drawings | |
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||
| Link a Correspondence Item on a Drawing | 2 |
2 |
* |
|
||
| Link Items to a Drawing | |
|
** |
** |
||
| Link RFIs to a Drawing | |
|
* |
** |
||
| Link Observations to a Drawing | 3 |
3 |
* |
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| Mark Up a Drawing (personal) | 4 |
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** |
** |
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| Publish Personal Drawing Markups | |
|
** |
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| Print Drawings | |
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| Search for and Filter Drawings | |
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** |
** |
|
| Share Drawings Within Procore | |
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| Sync and Download Drawings | |
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| View Drawing Area | |
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** |
** |
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| View Drawings | |
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** |
** |
|
1 Users must also have 'Read Only' or higher permissions on the project's Photos tool.
2 Users must also have 'Read Only' or higher permissions on the correspondence type.
3 Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.
3 'Read Only' level users can markup drawings but cannot publish their markups.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Equipment
Important
Permissions
| | 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 |
|---|---|---|---|---|---|
|
Add Equipment to Projects |
 |
 |
|
||
|
Remove Equipment from Projects |
|
||||
|
Scan an Equipment QR Code |
|
|
|
||
|
View Equipment Details |
|
|
|
Legacy Content
For the legacy Equipment experience, reference these permissions.
Forms
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Edit a Form's Information | 1 |
|
** |
** |
||
| Email a Form | |
|
|
|
||
| Delete a Project Level Form | |
|
|
|||
| Download Form Templates | |
|
|
|
|
|
| Fill out a Form | |
|
** |
** |
||
| View a Form | |
|
|
|
|
|
1 Standard level users may edit the information of a form they created.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Incidents
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Add a Witness Statement to an Incident | |
|
** |
** |
||
| Close Incidents | 1 |
|
** |
** |
||
| Create Incidents | |
|
* |
* |
||
| Edit Incidents | 1 |
|
** |
** |
||
| Search and Filter for Incidents | |
|
|
** |
** |
|
| View Incidents | |
|
|
** |
** |
|
1 'Standard' level users can perform this action for incidents that they have created.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Inspections
Important
Permissions
| | 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 level Inspections tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Related Item to an Inspection |
|
|
|||
|
Add Comments to an Inspection Item |
|
|
|
||
|
Add Company Level Inspection Templates to Your Project |
|
|
|||
|
Add Attachments to Inspection Items |
|
|
|
||
|
Add Signers to an Inspection |
|
|
|
||
|
Add Signers to an Inspection Item |
+ Create Contact |
+ Create Contact |
|
||
|
Close an Inspection You Created |
|
|
|||
|
Close Any Inspection |
|
||||
|
Configure Advanced Settings: Inspections |
|
||||
|
Create an Inspection |
|
|
On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Create a Project Level Inspection Template |
|
||||
|
Create an Observation from an Inspection |
|
|
|
||
|
Delete an Inspection |
|
||||
|
Create an Inspection Program |
|
|
|
||
|
Delete an Inspection Template |
|
||||
|
Edit an Inspection You Created |
|
|
On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
||
|
Edit Any Inspection |
|
On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|||
|
Edit a Project Level Inspection Template |
|
||||
|
Edit an Inspection Program |
|
|
|
||
|
Email Inspections |
|
|
|||
|
Export an Individual Inspection |
|
|
|
||
|
Perform an Inspection |
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | ||
|
Retrieve an Inspection From the Recycle Bin |
|
||||
|
Search and Filter for Inspections |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
Sign a Completed Inspection |
|
|
On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
Sign an Inspection Item |
|
|
On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
|
View Project Level Inspections |
|
|
|
||
|
View the Activity Feed of Items in an Inspection |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
|
|
View Change History of an Inspection |
|
||||
|
View Signatures on an Inspection |
|
|
|
On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
Instructions
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create an Instruction | |
|
** |
** |
||
| Delete an Instruction | |
|
|
|||
| Edit an Instruction | 1 |
|
** |
** |
||
| Search for and Filter Instructions | |
|
|
** |
** |
|
| View Instructions | |
|
|
** |
** |
|
1 Users with 'Standard' permissions can only edit instructions that they have created.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Locations
| | 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.
Important
Actions taken on web require permissions to the project's Admin tool. See Project Admin Tool Permissions.| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Locations |
|
|
|
|
|
|
Add Photos to a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Photos tool. | |
|
Create a Defect List Item from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Defect List tool. | |
|
Create an Incident from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Incidents tool. | |
|
Create an Inspection from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Inspections tool. | |
|
Create an Observation from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the Observations tool. | |
|
Create an RFI from a Location |
|
|
|
You must also have 'Standard' permissions or higher on the RFIs tool. | |
|
Scan Location QR Code in the Locations Tool |
|
|
|
||
|
View Items Associated with a Location |
|
|
|
You must also have access to view the item within the relevant Procore tool. | |
|
View Locations and Heat Map |
|
|
|
You must also have access to view the item within the relevant Procore tool. | |
|
View Location Hierarchy |
|
|
|
||
|
View Locations on Drawings |
|
|
|
Meetings
Important
Permissions
| | 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 level Meetings tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Comment to a Meeting Item |
|
|
|
||
|
Add a Meeting Category |
|
|
|
||
|
Add a Meeting Item |
|
|
|
||
|
Add a Meeting To Your Personal Calendar |
|
|
|
||
|
Add a Related Item to a Meeting |
|
|
|
||
|
Add Meeting Minutes |
|
|
|
||
|
Configure Advanced Settings: Meetings |
|
||||
|
Convert a Meeting from Agenda to Minutes Mode |
|
|
|
||
|
Create a Follow-up Meeting |
|
||||
|
Create a Meeting |
|
|
|
||
|
Delete Any Meeting Comment |
|
||||
|
Delete Own Meeting Comment |
|
|
|
||
|
Create a Meeting from a Template |
|
|
|
||
|
Delete a Meeting |
|
||||
|
Delete a Meeting Category |
|
|
|
||
|
Delete a Meeting Item |
|
|
|
||
|
Distribute a Meeting Agenda |
|
|
|
||
|
Distribute and Redistribute Meeting Minutes |
|
|
|
||
|
Edit a Meeting |
|
|
|
||
|
Edit a Meeting Item |
|
|
|
||
|
Export a Meeting as a PDF |
|
|
|
||
|
Forward a Meeting by Email |
|
|
|
||
|
Initiate an Email Communication Thread for a Meeting |
|
|
|
Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. | |
|
Record Meeting Attendance |
|
||||
|
Reorder Meeting Categories |
|
|
|
||
|
Reorder Meeting Items |
|
|
|
||
|
Search for a Meeting |
|
|
|
||
|
Star Previous Minutes |
|
||||
|
View a Meeting |
|
|
|
||
|
View Previous Minutes |
|
|
|
||
|
View the Change History of a Meeting |
|
Models
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Create Co-ordination Issues from a Model (iOS) | 1 |
1 |
|
|||
| Create Observations from a Model (iOS) | 2 |
2 |
|
|||
| Download or Remove Models from a Device (iOS) | |
|
|
|
||
| Measure Distances on a Model (iOS) | |
|
|
|
||
| Send Logs to Support for Issues with a Model (iOS) | |
|
|
|
||
| Settings: Models (iOS) | |
|
|
|
||
| View Models (iOS) | |
|
|
|
||
Note: 'Standard' level permissions do not exist for the Models tool.
1 'Standard' or 'Admin' permissions to the Co-ordination Issues tool are also required to create co-ordination issues on a model.
2 'Standard' or 'Admin' permissions to the Observations tool are also required to create observations from a model.
Observations
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Add a Comment to an Observation | |
|
** |
** |
||
| Add Observations to a Drawing | |
|
|
|
||
| Close an Observation | |
|
** |
** |
||
| Create an Observation | |
|
* |
* |
||
| Create an Observation from an Inspection | |
|
* |
** |
||
| Create Observations on a Drawing | 1 |
1 |
* |
|||
| Edit an Observation | 2 |
|
** |
** |
||
| Email an Observation | |
|
|
|
||
| Respond to an Observation | |
|
** |
** |
||
| Search and Filter for Observations | |
|
|
** |
** |
|
1 Also requires 'Standard' or 'Admin' permissions on the Drawings tool.
2 'Standard' level users can only edit observations that they have created.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Photos
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Add a Comment to a Photo | |
|
* |
|
||
| Bulk Edit Photos | |
|
|
|||
| Create a Photo Album | |
|
* |
* |
||
| Delete Photos | |
|
** |
|||
| Drag and Drop Images into Procore's Photos Tool | |
|
|
|||
| Download a Photo | |
|
|
** |
** |
|
| Mark Up a Photo | |
|
|
|
||
| Mention Someone in a Photo Comment | |
|
|
|
||
| Email a Photo | |
|
|
|
||
| Search and Filter for Photos | |
|
|
|
|
|
| Send Photos from the Photos tool to the Site Diary | |
|
|
|
||
| Sort Photo Albums | |
|
|
|
|
|
| Take and Add Photos to an Album | |
|
* |
* |
||
| View Photos | |
|
|
** |
** |
|
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Project Dashboard
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| View the Project Dashboard | |
|
|
|
|
|
Project Overview Screen
Important
Permissions
| | 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 |
|---|---|---|---|---|---|
|
Add, Edit or Delete Project Details from the Project Overview |
Users must also have the following permissions:
|
||||
|
Add, Edit or Delete Project Links from the Project Overview |
|
||||
|
Add, Edit or Delete the Project Message and Notes from the Project Overview |
|
||||
|
Change the Project Stage from the Project Overview |
|
||||
|
Manage Project Team Roles from the Project Overview |
Users must also have 'Admin' level permissions to the Project Directory tool. | ||||
|
Quick Create an Item from the Project Overview |
Users must also have permissions to create the item in the relevant Procore tool. | ||||
|
View Open Items from the Project Overview |
Users must also have permissions to view the item in the relevant Procore tool. | ||||
|
View Project Details from the Project Overview |
|
|
|
||
|
View Project Message from the Project Overview |
|
|
|
||
|
View Project Team from the Project Overview |
|
|
|
||
|
View Project Weather from the Project Overview |
|
|
|
||
|
View Details of Recent Project Activity from the Project Overview |
|
||||
|
View Recent Project Activity from the Project Overview |
|
|
|
Head Contracts
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| View a Head Contract | 1 |
1 |
|
* |
* |
|
1 'Read Only' and Standard' level users can only view a head contract if they have been added to the drop-down in the 'Private' field of the head contract.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Defect List
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Add a Photo to a Defect List Item | |
|
|
** |
||
| Close a Defect List Item | |
** |
** |
|||
| Create a Defect List Item | |
|
* |
* |
||
| Download Attachments from a Defect List Item | |
|
|
|
||
| Edit a Defect List Item | 1, 2 |
|
** |
** |
||
| Notify Assignees of Defect Items | |
|
|
|||
| Reassign a Defect List Item | |
|
|
** |
||
| Respond to a Defect List Item | |
|
** |
** |
||
| Search and Filter the Defect List | |
|
|
** |
** |
|
1 'Standard' level users can edit defect list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'
2 'Standard' level users who have been granted permission to act as Defect Item Manager can edit items in which they are listed as the Defect Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Defect Item Manager' section of the Defect List tool's configure settings in order to be selected as a Defect Item Manager.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
RFIs
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Close an RFI | |
|
* |
|||
| Create an RFI | |
|
* |
* |
||
| Create a Change Event from an RFI | |
|
** |
* |
||
| Edit an RFI | |
** |
** |
|||
| Email an RFI | |
|
|
|
||
| Respond to an RFI | |
|
|
* |
||
| Search for and Filter RFIs | |
|
|
** |
|
|
| View RFIs | 1 |
1 |
|
** |
|
|
1 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs (iOS) and View RFIs (Android) for details.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
Program
Important
Permissions
| | 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 level Program tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Related Items to a Programmed Task |
|
||||
|
Configure Advanced Settings: Program |
|
||||
|
Configure Program Notification Emails |
|
||||
|
Configure the Project Level Program Tool for Primavera P6 |
|
||||
|
Clear an Integrated Program |
|
||||
|
Create a Calendar Item |
|
|
|||
|
Create Lookahead |
|
|
|
||
|
Create Lookahead Tasks |
|
|
|
||
|
Delete Calendar Item |
|
||||
|
Delete Lookahead |
|
|
|
||
|
Delete Lookahead Tasks |
|
|
|
||
|
Edit Any Calendar Item |
|
||||
|
Edit a Calendar Item You Created |
|
|
|||
|
Edit Lookahead Task |
|
|
|
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. | |
|
Export a Project Program |
|
|
|||
|
Request a Program Change |
|
|
|||
|
Search and Filter for Programmed Tasks |
|
|
|
||
|
Send Recurring Project and Resource Programs |
|
||||
|
Update a Project Program File |
|
||||
|
Update Lookahead Tasks |
|
|
|
||
|
Update Task Completion Percentage |
|
|
|
||
|
Upload a Project Program File to Procore's Web Application |
|
||||
|
Upload an Asta Powerproject Program |
|
||||
|
View a Project Program |
|
|
|
||
|
View a Programmed Task |
|
|
|
||
|
View Lookahead |
|
|
|
||
|
View the Change History of Lookaheads |
|
|
|
Settings
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Manage App Preferences (iOS) | |
|
|
** |
** |
|
| Manage Project Settings (iOS) | |
|
|
** |
||
| View Current Items in the Upload Queue | |
|
|
|
|
|
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Specifications
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Email Specifications | |
|
|
|
||
| Search Contextually within Specifications | |
|
|
** |
** |
|
| Search for Specifications | |
|
|
** |
** |
|
| View Specifications | |
|
|
** |
** |
|
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Submittals
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | iOS | Android | |
| Email Submittals | |
|
|
|
||
| Scan a Submittal QR Code | |
|
|
* |
|
|
| Search and Filter for Submittals | |
|
|
** |
** |
|
| View a Submittal | |
|
|
** |
** |
|
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Tasks
The following table highlights which user permissions are required to perform the described user action.
Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.
Task |
Permissions | Mobile Platform | ||||
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| None | Read Only | Standard | Admin | iOS | Android | |
| Add Comments to Tasks | 1 |
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| Add Tasks | 2 |
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| Change the Status of a Task | 3 |
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| Delete a Task | |
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| Edit Tasks | 4 |
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| Search for Tasks | |
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| Send Tasks | |
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| View Tasks | |
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1 'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.
2 'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.
3 'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress' or 'Ready for Review', but NOT to 'Closed' or 'Void'.
4 'Standard' level users can only edit tasks that they have created.
* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.
** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
Timesheets
Important
Permissions
| | 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 level Timesheets tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Site team to an Existing Timesheet You Created |
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Add a Site team to any Existing Timesheet |
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Add Employees to a Timesheet you Created |
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Add Employees to any Timesheet |
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Add Quantities to a Timesheet you Created |
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Add Quantities to Any Timesheet |
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Approve a Timesheet |
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Bulk Enter Time in a Timesheet |
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On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. |
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Configure Advanced Settings: Project Level Timesheets |
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Copy Previous Timesheet |
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On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
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Create a Timesheet |
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Delete a Timesheet You Created |
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Delete Any Timesheet |
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Delete Budgeted Labour Hours and Budgeted Production Quantities |
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'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
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Delete Quantities on a Timesheet |
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Users with 'Standard' level permissions can only delete quantities to timesheets they have created. | ||
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Edit a 'Pending' Timesheet |
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Users with granular permissions can in line edit one timesheet at a time. | |
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Edit a Timesheet You Created |
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Edit Any Timesheet |
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Edit the Status of a 'Reviewed' Timesheet |
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Edit Quantities on a Timesheet |
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Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet. | ||
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Export a Project's Timesheets |
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Export the Field Production Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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Export the Labour Budget to Actual Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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Import a Unit Quantity Based Budgeted |
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'Admin' level permissions are required on the project's Admin tool to complete this action. | |||
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Review a Timesheet |
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Search for and Filter Project Level Timesheets |
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Set Up a Daily Reminder for Timesheets |
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Set up a Field Production Report |
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Additional permissions are needed to complete this action:
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Sign a Timesheet |
Permissions for this action are set in the company's Timecard tool. | ||||
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Sign Timesheets for All Projects |
Permissions for this action are set in the company's Timecard tool. | ||||
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View a Field Production Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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View a Labour Budget to Actual Report |
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'Read-only' or higher level permissions are required on the project's Reports tool to complete this action. | |
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View a Private Timesheet You Created or are Assigned |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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View a Timesheet (not Private) |
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View a Timesheet Entry Signature |
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View Quantities on a Timesheet |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | |