User Permissions Matrix - Web

The following reference page is a comprehensive breakdown of all user actions and the specific user permissions (Read Only, Standard, and/or Admin) that are required to be able to perform that action. Since certain tools are available at both the Company and Project levels, be sure to select the appropriate navigational hyperlink below.


Company Level

Admin (Company Level)

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

tool-icon_integration.png - Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
Add a Budget View for Real-Time Labour Costing       icon-mindtouch-table-check.png
Add a Custom Department       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Project Group       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add a Template Correspondence Type       icon-mindtouch-table-check.png
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
Add Company Cost Codes       icon-mindtouch-table-check.png
Add Company Cost Types       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
Add Custom Segments       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
Add Segment Items       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
tool-icon_integration.png Archive and Unarchive Cost Codes Synced with an ERP Integration       icon-mindtouch-table-check.png
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
tool-icon_integration.png Configure Cost Code Preferences for ERP Integrations       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Register Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
Deactivate Segment Items       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Project Group       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
Delete Custom Segments       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Edit Custom Segment Settings       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Project Group Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
Edit Segment Items       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords and Session Timeout Intervals       icon-mindtouch-table-check.png
Enable Sub Jobs for WBS       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png
Export Segments to CSV       icon-mindtouch-table-check.png
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png
Reactivate Segment Items       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Up the Procore Labour Productivity Cost Budget View        icon-mindtouch-table-check.png
Set Default Variation Configuration       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.png
View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools. 

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Tender Board

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Conversations (Beta)

The following table highlights which user permissions are required to perform the described user action.
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 None Read Only Standard Admin
Create a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Edit or Delete a Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Follow or Unfollow a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Go to an Item in Procore from the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Hide a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Manage a Group in the Conversations Tool   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Manage In-App Notifications for the Conversations Tool    icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Mention a User in a Conversation   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Direct Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Group Message in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Send a Message Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View a Conversation Related to an Item in Procore   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
View Messages in the Conversations Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2


1  The permission required for creating and managing a group depends on the 'Group Conversations Permissions' setting in the Company level Admin tool of the Procore account. See Configure Access and Settings for the Conversations Tool.

  • If 'Administrators' is selected, 'Admin' level permissions to the Project or Company level Directory tool.
  • If 'Internal Employees' is selected, users who are marked as internal employees. See How do I add someone as an employee of my company?
  • If 'Everyone' is selected, any user in the Company Directory.

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.

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Directory (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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 Company level Directory tool?

 Important
A user who is granted 'Admin' level permissions on the Company level Directory tool is automatically granted 'Admin' permissions across all Project level and Company level tools.
Action None Read Only Standard Admin Notes

Accept or Deny a User's Request to Join Your Company

 Web

      icon-mindtouch-table-check.png  

Add a Company to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Add a Distribution Group to the Company Directory

 Web

      icon-mindtouch-table-check.png  

Add a User Account to the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Add an Existing User to Projects in Your Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions can only add other users to projects that they have already been added to.

Add Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Allow Users to Create New Projects

 Web

      icon-mindtouch-table-check.png  

Assign a Company Permission Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only assign users to assignable company permissions templates
  • Can only assign users to projects that they are a part of.
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Assign a Default Project Permissions Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only assign users to assignable default project permissions templates

Assign a Project Permissions Template to a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' permissions or higher on the Project level Directory tool with the 'Manage Permission Templates (Assignable Only)' granular permission.
  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 

Change a User's Permissions to Company Tools in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions can only grant access to Company tools by assigning users to assignable company permissions templates

Change a User's Project Permissions Template in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Can only update another user's project permissions template for projects that they have already been added to.
  • Can only assign global or project specific permissions templates that are designated as assignable permissions templates for their own project permissions template. 
  • Cannot change permissions for Company Admins. The 'Company Permissions' section will be hidden for those users.

Configure Advanced Settings: Company Directory

 Web

      icon-mindtouch-table-check.png  

Customise the Column Display in the Directory Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Deactivate a Company in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Delete a Distribution Group from the Company Directory

 Web

      icon-mindtouch-table-check.png  

Designate an Insurance Manager for Your Procore Company

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Download a vCard for a User Account in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download a Company or User Import Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Edit a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Edit a Distribution Group in the Company Directory

 Web

      icon-mindtouch-table-check.png  

Edit a User Account in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

Export the Company Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Inactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Inactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Inactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Inactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Invite a Batch of Procore Users to Join a Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Invite or Re-invite a User to Procore

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Merge Companies

 Web

      icon-mindtouch-table-check.png  

Reactivate a Batch of Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Reactivate a Batch of User Accounts in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Reactivate a Contact in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Reactivate a Company in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Reactivate a User in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png  

Refresh Tender Contacts for Connected Companies in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Remove an Existing User from Projects in Your Company's Procore Account

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
icon-mindtouch-table-check.png Users with granular permissions can only remove other users from projects that they are a part of.

Remove Company Insurance

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to a 'Welcome to Procore' Email

 Web

icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Company or User Import Template to Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Procore Company to ERP Integrations for Accounting Acceptance

 Web

      icon-mindtouch-table-check.png  

Set Tenderer Information at the Company Level

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Switch Between Views in the Company Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Update Expiring Insurance for a Vendor in the Company Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

View Company Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail

icon-mindtouch-table-check.png

  • Create and Edit Companies
    OR
  • View Company Detail
icon-mindtouch-table-check.png  

View Merge Company History

 Web

      icon-mindtouch-table-check.png  

View User Details in the Company Level Directory Tool

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail

icon-mindtouch-table-check.png

  • Create and Edit Users (Based on Assignable Permissions Templates)
    OR
  • View User Detail
icon-mindtouch-table-check.png  

 

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Documents (Company Level)

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

Task None Read Only Standard Admin
Add or Edit a File Description in the Company Level Documents Tool       icon-mindtouch-table-check.png
Check Files In or Out in the Company Level Documents Tool     icon-mindtouch-table-check.png 1, 2 icon-mindtouch-table-check.png
Configure Advanced Settings: Company Documents       icon-mindtouch-table-check.png
Create a New Folder in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Files and Folders in the Company Level Documents Tool       icon-mindtouch-table-check.png
Download a Previous Version of a File in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Download Files and Folders from the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Email Files or Folders from the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Export Information from the Company Level Documents Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage File and Folder Tracking in the Company Level Documents Tool       icon-mindtouch-table-check.png
Manage Permissions for Company Level Documents       icon-mindtouch-table-check.png
Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Rename a File in the Company Level Documents Tool       icon-mindtouch-table-check.png
Rename a Folder in the Company Level Documents Tool       icon-mindtouch-table-check.png
Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Company Level Documents   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png
Upload a New Version of a File in the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Files or Folders to the Company Level Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Documents in the Company Level Documents Tool   icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only check in a file that they have checked out.

2 Users with 'Read Only' or 'Standard' level permissions can only access 'Private' files and folders if they have been granted access to the file or folder.

3 Search results will only include the documents the user performing the search has access to.

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ERP Integrations

 

Integration by Procore | Integration by Ryvit | Sage 100 Contractor | Sage 300 CRE | QuickBooks


Integration by Procore

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Integration by Ryvit

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Sage 100 Contractor

Sage 300 CRE

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QuickBooks

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Inspections (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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 Custom Response Sets to a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Clone a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Company Level Inspections

 Web

      icon-mindtouch-table-check.png  

Create a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Create a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Delete a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Delete an Inspection Type

 Web

      icon-mindtouch-table-check.png  

Edit a Company Level Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit a Custom Response Set for Inspections

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspection Templates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of an Inspection Template

 Web

      icon-mindtouch-table-check.png  

 

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Permissions

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

Task None Read Only Standard Admin
Assign Company Permissions Templates in the Permissions Tool       icon-mindtouch-table-check.png 1
Assign Default Project Permissions Templates in the Permissions Tool       icon-mindtouch-table-check.png 2, 3
Create a Company Permissions Template       icon-mindtouch-table-check.png
Create a Project Permissions Template       icon-mindtouch-table-check.png 4
Delete a Company Permissions Template       icon-mindtouch-table-check.png
Delete a Project Permissions Template       icon-mindtouch-table-check.png
Duplicate a Project Permissions Template       icon-mindtouch-table-check.png
Edit a Company Permissions Template       icon-mindtouch-table-check.png
Edit a Project Permissions Template       icon-mindtouch-table-check.png
Export Company Permissions Templates       icon-mindtouch-table-check.png
Export Project Permissions Template Assignments       icon-mindtouch-table-check.png
Export Project Permissions Templates       icon-mindtouch-table-check.png
Grant Granular Permissions in a Company Permissions Template       icon-mindtouch-table-check.png
Grant Granular Permissions in a Project Permissions Template       icon-mindtouch-table-check.png
Manage Company Permissions Templates       icon-mindtouch-table-check.png
Manage Project Permissions Templates       icon-mindtouch-table-check.png
Rename a Company Permissions Template       icon-mindtouch-table-check.png
Rename a Project Permissions Template       icon-mindtouch-table-check.png
Search for and Filter Users in the Permissions Tool       icon-mindtouch-table-check.png

1 Users with the appropriate permissions can assign company permissions templates to users in the Company level Directory tool when creating or editing a user account. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

2 Users with the appropriate permissions on the Company level Directory tool can assign a default project permissions template to a user when creating or editing the user's Directory record. See Add a User Account to the Company Directory and Edit a User Account in the Company Directory.

3 Users with the appropriate permissions on the Company level Directory or Project level Directory tools can change a user's project permissions template on a specific project when adding the user to a project or editing the user's Directory records. See Add a User Account to the Project DirectoryEdit a User Account in the Company Directory, and Edit a User Account in the Project Directory.

4 Users with the appropriate permissions can create project specific permission templates in the Project level Directory tool. See Create a Project Specific Permissions Template from the Project Directory.

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Planroom

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

Task None Read Only Standard Admin
Check the Status of your Tender  icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Planroom icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-tender Question  icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a tender package you have been invited to icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Bidders must be added to the Company level Directory in order for you to invite them to tender on a project. Once a company is added to a tender package, tenderers within that company will automatically be given access to the Planroom upon logging into Procore.

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Portfolio

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

Task None Read Only Standard Admin
Add Favourites to the Company Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Filters to the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Project Notes       icon-mindtouch-table-check.png
Apply a Project Template to a New Project       icon-mindtouch-table-check.png 1
Change Your Password   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure a Project Template       icon-mindtouch-table-check.png
Configure Advanced Settings: Portfolio       icon-mindtouch-table-check.png
Create a New Project   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Export a List of Projects from the Company Portfolio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Your 'My Open Items' List for a Company Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revoke Access for Connected Apps   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search the Company Portfolio for Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Dashboard View Permissions       icon-mindtouch-table-check.png
Set Up and Manage Your Favourites   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set User Permissions for the Portfolio Tool       icon-mindtouch-table-check.png
Show Projects on Google Maps from the Portfolio Tool    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Financial Project Views       icon-mindtouch-table-check.png
Switch Between the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload Your Avatar or Profile Photo to Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Inactive Projects   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View My Open Items in the Portfolio Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Health Dashboard in the Portfolio Tool       icon-mindtouch-table-check.png

1 This task requires 'Admin' level permissions on the Company level Directory tool or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

2 This task requires 'Admin' level permissions on the Company level Directory tool OR 'Admin' level permissions on the Project level Admin tool for the project template. See Add an Existing User to Projects in Your Company's Procore Account.

3 Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

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Prequalification Portal

The following table highlights which user permissions are required to perform the described user action.
Note: Users will only have access to prequalification forms that they have been invited to collaborate on.

Task None Read Only Standard Admin
Edit a Prequalification Form via the Prequalification Portal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Prequalification Change Request   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

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Prequalifications

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

Task None Read Only Standard Admin
Add a Comment on a Prequalification Form     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Assign a Prequalification Primary Contact       icon-mindtouch-table-check.png
Bulk Invite Companies to Prequalify          icon-mindtouch-table-check.png2
Configure Advanced Settings: Prequalifications       icon-mindtouch-table-check.png
Create a Change Request for a Prequalification Form       icon-mindtouch-table-check.png
Customise the Column Display in the Prequalification Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Comment on a Prequalification Form       icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Edit the Prequalification Form        icon-mindtouch-table-check.png
Filter Prequalification Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Invite a Company to Prequalify          icon-mindtouch-table-check.png2
Preview the Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review a Submitted Prequalification Form       icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Set the Status on a Prequalification Form        icon-mindtouch-table-check.png
View a Comment on a Prequalification Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Company's Prequalification Information     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Prequalification Form        icon-mindtouch-table-check.png
View the Prequalification Company List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

'Standard' level users can view all categories response data except for Financials.

'Standard' or 'Admin' level permissions are required on the company's Directory tool to complete this function.

'Standard' level users can perform functions on items they have created.

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Programs

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

Task None Read Only Standard Admin
Add Project Groups       icon-mindtouch-table-check.png*
Add a Project to a Project Group       icon-mindtouch-table-check.png*
Assign a Project to a Different Project Group       icon-mindtouch-table-check.png*
Delete a Project Group       icon-mindtouch-table-check.png*
Edit Project Group Information       icon-mindtouch-table-check.png*
Remove a Project from a Project Group       icon-mindtouch-table-check.png*
View Project Groups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

* These actions require the displayed permissions on either the Company or Project level Admin tool.

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Reports (Company Level)

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

Task None Read Only Standard Admin
Add a Visual to a Custom Company Report1,2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Aggregate Data in a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Snapshot of a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company Level Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Custom Company Report3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Company Report1       icon-mindtouch-table-check.png
Share a Dashboard6       icon-mindtouch-table-check.png
View a Report2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

This task can only be completed by the creator of a report's visuals.

5 The Company Level Open Submittals Report must be enabled on the backend by Procore.

This task can only be completed by the dashboard's creator.

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Program (Company Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Configure Advanced Settings: Company Level Program

 Web

   

 

check-green2.png  

Search Project Programs

 Web

 

  check-green2.png check-green2.png check-green2.png  

 

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Timecard

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

Task None Read Only Standard Admin
Configure Advanced Settings: Timecard       icon-mindtouch-table-check.png
Configure Your Company For The Timecard       icon-mindtouch-table-check.png
Create  a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Timecards Report       icon-mindtouch-table-check.png
Delete a Timecard 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Timecard       icon-mindtouch-table-check.png
View a Timecard 1,2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users with 'Standard' level permissions can view, create, edit and delete their own timecards. 

 2 Users with 'Read Only' level permissions can only view their own timecards. 

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Timesheets (Company Level)

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

To see employees across all projects the following must be true:

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 

Action None Read Only Standard Admin Notes

Configure Advanced Settings: Company Level Timesheets

 Web

       icon-mindtouch-table-check.png  

Configure the Company Timesheets Payroll Settings

 Web

       icon-mindtouch-table-check.png  

Customise the Column Display in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Timecard Entry in the Company Level Timesheets Tool You Created

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any Timecard Entry in the Company Level Timesheets Tool

 Web

       icon-mindtouch-table-check.png  

Duplicate Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Edit a Timecard Entry in the Company Level Timesheets Tool You Created

 Web

      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  

Edit Any Timecard Entry in the Company Level Timesheets Tool

 Web

        icon-mindtouch-table-check.png  

Edit Your Company's Timesheets in Bulk

 Web

       icon-mindtouch-table-check.png  

Export Timecard Entries from Procore to Import into QuickBooks® Desktop

 Web

       icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

Export Timesheet Data from Procore into Sage 300 CRE®

 Web

      icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on Sage 300 CRE® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + Sage 300 CRE® Connector

Export Your Company's Timecard Entries to CSV

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import Procore Time Entries into QuickBooks® Desktop

 Web

      icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

Mark a Timecard Entry as Completed in the Company Level Timesheets Tool

 Web

       icon-mindtouch-table-check-gp.png

Additional permissions are required to complete this action:

  • 'Read Only' level or higher permissions at the project's Timesheets tool.
  • You must be added to the project.

Perform Bulk Approval Actions in the Company Level Timesheets Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Reallocate Timecard Entry Hours for an Employee

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter Time Entries in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Rounding Rule for Your Company Timesheets

 Web

      icon-mindtouch-table-check.png  

Transfer Procore Timecard Entries to QuickBooks® Desktop

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • 'Admin' level permissions are required on QuickBooks® Desktop to complete this action.
  • Transferring time entries from Procore does NOT require the Procore + QuickBooks® Connector.

View a Timecard Entry in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If the Private timecard setting is enabled, users with 'Read Only' or 'Standard' level permissions can only see timecards they are assigned to or they created.
  • Users who are 'Admins' on a project's Timesheets tool can see all timecards created in their projects.

View Timecard Summaries in the Company Level Timesheets Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If the Private timecard setting is enabled, users with 'Read Only' or 'Standard' level permissions can only see timecards they are assigned to or they created.
  • Users who are 'Admins' on a project's Timesheets tool can see all timecards created in their projects.

 

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Workforce Planning

To access the Workforce Planning tool, users must have 'Read Only' permissions or higher for the Workforce Planning tool in the Company level directory. Their ability to take actions within the Workforce Planning tool are managed by these additional granular permissions.

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Project Level

Action Plans

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Admin (Project Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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
Activate Budget Codes on a Project  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Add a Project to a Project Group  

 

 

  icon-mindtouch-table-check.png  
Add and Remove Project Tools  

icon-mindtouch-table-check.png

  • Update Active Tools

icon-mindtouch-table-check.png

  • Update Active Tools
icon-mindtouch-table-check.png  
Add Custom Segments to the Project Budget Code Structure       icon-mindtouch-table-check.png  
Add Equipment       icon-mindtouch-table-check.png  
Add Segment Items to a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png

 

Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png  
Add Sub Job Segment Items to a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png  
Add Tiered Locations to a Project  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Allow or Disallow Users to Create Locations within a Tool       icon-mindtouch-table-check.png  
Arrange the Project Budget Code Structure  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Assign an Office Location to a Project  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Assign a Project to a Different Project Group  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Assign Project Cost Codes to Sub Jobs       icon-mindtouch-table-check.png  
Change a Project's Status to Active or Inactive  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Change Your Project's Stage of Construction  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Change the Name of a Procore Project  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Change the Project Address  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Configure General Settings: Project Admin  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Configure Project Webhooks       icon-mindtouch-table-check.png  
Copy Company Cost Codes to a Project  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Copy Company Segments to a Project       icon-mindtouch-table-check.png  
Copy People From One Project to Another  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Create Your Project's Work Breakdown Structure       icon-mindtouch-table-check.png  
Deactivate Budget Codes on a Project  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Delete Tiered Location from a Project   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png  
Delete Sub Jobs from a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png  
Delete Unused Segment Items from a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes
Edit an Existing Budget View       icon-mindtouch-table-check.png  
Edit or Add General Project Information  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Edit Segment Items on a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png

Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool.

Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See  Admin: Manage WBS Codes

Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png  
Edit Sub Jobs on a Project  

icon-mindtouch-table-check.png

  • Manage Segment Items

icon-mindtouch-table-check.png

  • Manage Segment Items
icon-mindtouch-table-check.png  
Edit Tiered Locations   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Enable Classifications on a Project       icon-mindtouch-table-check.png  
Enable the DocuSign® Integration  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Enable the Labour Productivity Cost Features for Project Financials       icon-mindtouch-table-check.png  
Export Locations   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Export WBS Segments to CSV  

icon-mindtouch-table-check.png

  • Manage WBS Codes

icon-mindtouch-table-check.png

  • Manage WBS Codes
icon-mindtouch-table-check.png  
Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png You must also have Admin level permissions to the Project level tool you want to extract data from.

Generate Locations From Drawings

 

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Generate and Print QR Codes for Locations   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Import Segment Items into your Project Level Admin Tool       icon-mindtouch-table-check.png  
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png  
Manually Create Locations  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Rearrange the Tool's in the Project Toolbox  

icon-mindtouch-table-check.png

  • Update Active Tools

icon-mindtouch-table-check.png

  • Update Active Tools
icon-mindtouch-table-check.png  
Remove a Project from a Project Group  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Remove Segments from the Project Budget Code Structure       icon-mindtouch-table-check.png  
 Request to Import Segment Items       icon-mindtouch-table-check.png  
Request a Multi-tiered Locations Import   

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Search and Filter Locations  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png  
Set the Project Type  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
Set Up a Labour Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png The Project level Timesheets tool must also be enabled.

'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process.
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. 
Upload a Project Logo  

icon-mindtouch-table-check.png

  • Update General Settings

icon-mindtouch-table-check.png

  • Update General Settings
icon-mindtouch-table-check.png  
View Item Locations  

icon-mindtouch-table-check.png

  • Manage Locations

icon-mindtouch-table-check.png

  • Manage Locations
icon-mindtouch-table-check.png You must also have access to view the item within the tool.

View Locations

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with Read Only  or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission.
View Project Insights       icon-mindtouch-table-check.png  

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Tendering

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a New Company to the Directory from the Tendering Tool       icon-mindtouch-table-check.png 1
Add a New Contact to the Directory from the Tendering Tool       icon-mindtouch-table-check.png 1
Add Tenderers from the Directory to a Tender Form       icon-mindtouch-table-check.png
Add Tenderers from the Procore Construction Network to a Tender Form       icon-mindtouch-table-check.png
Add Notes to the Tender List    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png 
Award a Winning Tender and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Tender and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Tendering       icon-mindtouch-table-check.png
Copy Tender Forms from a Previous Tender Package       icon-mindtouch-table-check.png
Create a Tender Form       icon-mindtouch-table-check.png
Create a Tender Package       icon-mindtouch-table-check.png
Delete a Tender Form       icon-mindtouch-table-check.png
Delete a Tender Package       icon-mindtouch-table-check.png
Edit a Tender Form       icon-mindtouch-table-check.png
Edit a Tender Package       icon-mindtouch-table-check.png
Export a Tender Package's Tender List to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Filter and Sort Tendering Information   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Import Tender Forms to the Tendering Tool       icon-mindtouch-table-check.png
Invite Tenderers       icon-mindtouch-table-check.png
Level Tenders for a Tender Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Preview a Tender Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Reinvite Users to Tender       icon-mindtouch-table-check.png
Resend Invitations to Tender       icon-mindtouch-table-check.png
Respond to Pre-Tender Questions       icon-mindtouch-table-check.png
Retrieve a Tender Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Tender   icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png 
Search for and Filter Companies to Add to a Tender Form       icon-mindtouch-table-check.png
Search for and Invite Tenderers       icon-mindtouch-table-check.png
Send a New Correspondence in the Tendering Tool       icon-mindtouch-table-check.png
Show or Hide Blind Tenders on a Tender Package   icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png6
Soft Award a Tender       icon-mindtouch-table-check.png
Update and Redistribute Tender Package       icon-mindtouch-table-check.png
Update Tender Documents        icon-mindtouch-table-check.png 3
View a Tender Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
View and Manage Tenderers on a Tender Form       icon-mindtouch-table-check.png
View a Tender Package    icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Tasks Performed by Tenderers in the Planroom Tool 5 None Read Only Standard Admin
Check the Status of your Tender  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-tender Question  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Tender Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

2  Users with 'Standard' level permission can view Tender Notes by default.

3  Users must also have 'Read Only' or higher permissions to the Documents, Drawings or Specifications tools. Users can only view and update items that they have access to. 

4  Users with 'Read Only' or higher level permissions to the project's Tendering tool AND added to the Tendering CC Group can complete this action. 

5  These tasks are performed by tenderers using the Company level Planroom tool. See Planroom.

 Users with 'Read Only', 'Standard' or 'Admin' level permissions to the project's Tendering tool AND assigned as the Blind Tendering Manager on a tender package can complete this action. 

7  Users with 'Read Only' or 'Standard' level permissions to the project's Tendering tool are NOT able to edit tender values. However, they may still view and download tender attachments.

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Budget

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for the 'Budget Changes' Feature to a Budget View This task must be completed in the Company's Admin tool.
Add a Goods & Services Tax (GST) to a Budget 1       icon-mindtouch-table-check.png
Add a Partial Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply Advanced Forecasting Curves       icon-mindtouch-table-check.png
Apply the View, Snapshot, Group and Filter Options on a Budget View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Approve Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report 2       icon-mindtouch-table-check.png
Create a Custom Financial Line Items Report to Compare Budget Snapshots This task must be completed in the Reports tool.
Delete a Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Budget     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit Budget Changes   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Export Budget Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import Installed Production Quantities for the Labour Productivity Cost Budget View       icon-mindtouch-table-check.png
Lock a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Read a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve a Budget from ERP Integrations Before Acceptance tool-icon_erp-integrations_web-company-level.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set up a Budget in a New Procore Project     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w50.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Budget View for Custom Reporting This task must be completed in the Company Admin tool.
Set Up a New Budget View This task must be completed in the Company Admin tool.
Set Up a New Forecasting View This task must be completed in the Company Admin tool. 
Unlock a Budget       icon-mindtouch-table-check.png
Unlock a Budget with Budget Modifications       icon-mindtouch-table-check.png
Use the 'Forecast to Complete' Feature     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Changes   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Change Detail for a Budget Line Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Reports  3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter the Change History of the Budget       icon-mindtouch-table-check.png
Void Budget Changes     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 This task also requires 'Admin' permissions on the project's Client Contracts, Funding or Head Contracts tool. 

2 Also requires 'Admin' permissions on the Company level Reports tool.

3 The Reports tool must be an active Project Tool. See Add and Remove Project Tools

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Change Events

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

icon-mindtouch-table-mobile.png - Denotes an action that is supported by Procore for Android or Procore for iOS.

Task None Read Only Standard Admin
Add a Change Event Line Item to an Unapproved Commitment 1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Head Potential Variation  1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Commitment Variation 1       icon-mindtouch-table-check.png
Add a Related Item to a Change Event       icon-mindtouch-table-check.png
Configure Advanced Settings: Change Events       icon-mindtouch-table-check.png
Create a Commitment Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event from an RFI  1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Potential Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Head Contract Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Head Potential Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order from a Change Event 1       icon-mindtouch-table-check.png
Create a Subcontract from a Change Event 1       icon-mindtouch-table-check.png
      icon-mindtouch-table-check.png
Create RFQs from a Change Event 1       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification from a Change Event 1

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Change Event 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Event 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Schedule of Values Line Item to a Change Event 1       icon-mindtouch-table-check.png
Record Changes to Production Quantities in a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an RFQ on Behalf of a Collaborator 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Deleted Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review RFQ Responses   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Apply Filters to the Change Events Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Quote as a Collaborator 5     icon-mindtouch-table-check.png  
View a Change Event   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter RFQs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Void a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 These tasks also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.

 2 Users with 'Standard' permission can only delete the change events they create.

 3 Users with 'Standard' permission can only edit the change events they create.

 4 Users also need 'Standard' or 'Admin' level permissions on the Commitments tool.  

 5 Collaborators can submit a quote only if they receive an RFQ email notification. To be eligible to receive an email, the collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool and designated as the 'Assignee' on the RFQ. For details, see Assign and Send an RFQ to a Collaborator and Submit a Quote as a Collaborator.

 

 

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Variations

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

Task None Read Only Standard Admin
Add a Related Item to a Commitment Variation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Head Contract Variation       icon-mindtouch-table-check.png
Approve or Reject Commitment Variations 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Variations       icon-mindtouch-table-check.png
Create a PDF of a Variation   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Variation 2       icon-mindtouch-table-check.png
Email Forward a Variation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Variations 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To perform this task as a user with 'Standard' level permissions on the Variations tool, you must be the 'Designated Reviewer' on the variation. See Create a Commitment Variation.

2 Users with 'Admin' level permissions on the project's Variations tool must be granted additional tool permissions: (1) To edit a Commitment Variation (CV), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Head Contract Variation (HCV), 'Admin' level permissions on the project's Head Contracts tool. Additional factors may also apply. For details, see Edit a Variation.  

Users with 'Read Only' or 'Standard' level permissions on the project's Variations tool can view variations for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

4 Users with 'Admin' level permissions to the project's Variations tool can also view variations for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Head Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Variations Tool       icon-mindtouch-table-check.png

 

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Commitments

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

erp-integration.png : Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
Add a Line Item to a Commitment's Schedule of Values       icon-mindtouch-table-check.png
Add a New Payment to the Payments Issued Tab of a Commitment       icon-mindtouch-table-check.png
Add a Related Item to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Add a Related Item to a Commitment Variation       icon-mindtouch-table-check.png
Add Financial Markup to Commitment Variations       icon-mindtouch-table-check.png
Add Progress Claim Contacts to a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Add Progress Claim Contacts to a Purchase Order or Subcontract (Legacy)       icon-mindtouch-table-check.png
Allow Collaborators to Submit Site-initiated Variations       icon-mindtouch-table-check.png
Approve and Sign a Subcontract N/A N/A N/A N/A
Change the Privacy Settings for a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Complete a Commitment Contract with DocuSign®  2       icon-mindtouch-table-check.png
Complete a Commitment Variation with DocuSign® 2,8       icon-mindtouch-table-check.png
Configure Settings: Commitments       icon-mindtouch-table-check.png
Configure the Default Privacy Settings for New Commitments       icon-mindtouch-table-check.png
Configure the Number of Commitment Variation Tiers       icon-mindtouch-table-check.png
Create a Variation Request for a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Variation       icon-mindtouch-table-check.png
Create a Commitment Potential Variation from a Change Event 9     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Subcontractor Progress Claim for the Release of Retention 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Progress Claim on Behalf of a Progress Claim Contact (Legacy) 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Progress Claim on Behalf of a Progress Claim Contact 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Purchase Order or Subcontract       icon-mindtouch-table-check.png
Delete a Commitment Synced with an Integrated ERP System 4 erp-integration.png       icon-mindtouch-table-check.png
Delete a Subcontractor Progress Claim  10     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Purchase Order (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Subcontract (Legacy) 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Synced with an Integrated ERP System erp-integration.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings Tab on a Commitment       icon-mindtouch-table-check.png
Email a Commitment      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Financial Markup on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on a Commitment       icon-mindtouch-table-check.png
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Enable Retention on a Commitment   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Sliding Scale Retention Rules on a Commitment's Progress Claims       icon-mindtouch-table-check.png
Enable the Payments Issued Tab on a Commitment       icon-mindtouch-table-check.png
Export a Commitment Variation to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment to an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Export a Commitment 5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitments List 7   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Payment Program       icon-mindtouch-table-check.png
Import Commitment SOV Line Items from a CSV File   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with an Integrated ERP System erp-integration.png       icon-mindtouch-table-check.png
Review a Subcontractor SOV for a Commitment       icon-mindtouch-table-check.png
Review Progress Claims as a Subcontractor 1     icon-mindtouch-table-check.png  
Review Subcontractor Progress Claims as an Admin       icon-mindtouch-table-check.png
Retrieve a Commitment from ERP       icon-mindtouch-table-check.png
Search for and Apply Filters to Commitments icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Commitment Variation to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance erp-integration.png       icon-mindtouch-table-check.png
Set or Release Retention on a Subcontractor Progress Claim 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Site-initiated Variation as a Collaborator   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+  
Submit a New Progress Claim as a Progress Claim Contact 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool  1, 6   icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
View a Purchase Order 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View a Subcontract 7 icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View Inclusions/Exclusions for Subcontracts icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the Change History of a Commitment       icon-mindtouch-table-check.png

1 To perform this task, downstream collaborators should be designated as a progress claim contact on the commitment. See Add Progress Claim Contacts to a Commitment

2 Also requires a DocuSign© account.

3  Users must have 'Read-Only' or 'Standard' permissions on the project's Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as a Progress Claim Contact. See Add Progress Claim Contacts to a Purchase Order or Subcontract

4 Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. See Delete a Commitment Synced with QuickBooks® Desktop and Delete a Commitment Synced with Sage 300 CRE®.  

5 Users with 'Admin' permissions on the project's Commitments tool can export a commitment as either a PDF or a DOCX file. Users with 'Standard' or 'Read-Only' permissions on the project's Commitments tool can export a commitment to the PDF file format if they have been granted access to the purchase order or subcontract via the Private drop-down list and the 'Allow These Users to See SOV Items' check box is enabled.

6 Users with 'Read-Only' permissions on the Commitments tool can perform these procedures if they are also listed in the Private field under the commitment's General tab.

7 Users with 'Read only' and 'Standard' permission (and who have NOT been assigned the granular permission detailed in the table) must also be a member of the 'Private' list. 

8 Also requires 'Standard' or 'Admin' permission on the project's Change Events tool.

9 Users with 'Standard' level permissions on the project's Commitments tool can create PVs when they are added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PVs' configuration must be selected.

10 The progress claim must be in the 'Draft' or 'Revise and Resubmit' status for a user with 'Standard' level permissions to delete it.

 

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Co-ordination Issues

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

Task None Read Only Standard Admin
Add or Manage Comments on a Coordination Issue   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Associate a Model with a Procore Project       icon-mindtouch-table-check.png
Close a Coordination Issue       icon-mindtouch-table-check.png
Create a Coordination Issue     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Download the Procore Plugin for Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Elevate a Coordination Issue to an RFI     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1
Export a List of Coordination Issues     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Co-ordination Issues from a BCF File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Viewpoints to the Co-Ordination Issues Tool       icon-mindtouch-table-check.png
Mark a Coordination Issue as Complete     icon-mindtouch-table-check.png3  
Move a Coordination Issue to an Observation       icon-mindtouch-table-check.png6
Reassign a Coordination Issue     icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png5
Reassociate a Model with a Procore Project       icon-mindtouch-table-check.png
Reopen a Coordination Issue     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Save NWD with all Coordination Issues as Viewpoints      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Coordination Issue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Activity Feed of a Coordination Issue   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Coordination Issues Dashboard   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 1 Users will also need 'Standard' or 'Admin' permissions on the RFIs tool.

 2 'Standard' users can only edit, reopen and delete coordination issues that they created.

 3 'Standard' users can only mark a coordination issue as complete if they are listed as the Assignee.

 4  Users can only edit or delete comments that they have added.

 5  Users can only reassign a co-ordination issue to another user if they are currently listed as the Assignee on the issue. However, 'Admin' users can change the assignee for a co-ordination issue by editing the Assignee field on the issue. See Edit a Co-ordination Issue.

 6  Users will also need 'Standard' or 'Admin' permissions to the project's Observations tool. 

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Correspondence

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

PERMISSIONS

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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 Correspondence tool?

Action None Read Only Standard Admin Notes

Add a Related Item to a Correspondence Item

 Web  

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check.png

Standard users can perform this task for correspondence items that they created.

Archive a Correspondence Item

 Web   

     

icon-mindtouch-table-check.png

 

Change the Status of a Correspondence Item You Created

 Web

 

icon-mindtouch-table-check-gp.png

  • Create Item
    (for 'Draft' items)
    OR
  • Edit Open Items They Create 
    (for 'Open' items)

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. 

Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created. 

Change the Status of a Correspondence Item Someone Else Created 

 Web
      icon-mindtouch-table-check.png  

Complete a Correspondence Item with DocuSign®

 Web

      icon-mindtouch-table-check.png Admin permissions needed on the correspondence type for which you want to initiate, download or withdraw a DocuSign®.

Configure Advanced Settings: Correspondence

 Web

      icon-mindtouch-table-check.png  

Create a Correspondence Item                          

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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. 

Create and Link a New Correspondence Item from a Correspondence Response

 Web

 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check-gp.png

+ Create Item 

icon-mindtouch-table-check.png

 

These are the permission levels needed on the correspondence type used to create the new item. 
Create and Link an RFI to an Existing Correspondence Item

 Web    
 

icon-mindtouch-table-check-gp.png

  • Create Item

icon-mindtouch-table-check-gp.png

  • Create Item

icon-mindtouch-table-check-gp.png

All levels need additional permissions in the project's RFI tool: 

Create and link a 'Draft' RFI:
'Standard' level permissions or higher on the project's RFI tool.

Create and link an 'Open' or 'Closed' RFI: 'Standard' level permissions on the project's RFI tool with 'Act as RFI Manager' granular permissions enabled on your permissions template. Or "Admin' level permissions on the project's RFI tool. 

Create and Link a Change Event to an Existing Correspondence Item

 Web    
  icon-mindtouch-table-check-gp.png
  • Create Item
icon-mindtouch-table-check-gp.png
  • Create Item
icon-mindtouch-table-check-gp.png All levels need additional permissions:

'Standard' level permissions or higher in the project's Change Events tool. 
Create and Link a Correspondence Item to an Existing Correspondence Item

 Web    
  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png

 
icon-mindtouch-table-check-gp.png

All levels need additional permissions in the new item's correspondence type:

'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. 

OR

'Standard' level permissions or higher on the new item's correspondence type.

Customise the Column Display in the Correspondence Tool

 Web  
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Correspondence Item You Created  

 Web     iOS     Android

 

 

icon-mindtouch-table-check-gp.png

+Create Item (for 'Draft' Items)

OR

+ Edit Open Items They Created (for 'Open' Items)

icon-mindtouch-table-check.png
 
icon-mindtouch-table-check.png

Shows permissions needed on the item's correspondence type.


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.

Edit a Correspondence Item Someone Else Created 

 Web     iOS     Android

      icon-mindtouch-table-check.png Shows permissions needed on the item's correspondence type.

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 Correspondence Item

 Web   
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to a correspondence item for this task. See View a Correspondence Item.
Export a List of Correspondence Items

 Web   
  icon-mindtouch-table-check.png
(Excludes correspondences marked as Private)
icon-mindtouch-table-check.png
(Excludes correspondences marked as Private)
icon-mindtouch-table-check.png
 
Learn about Super Private to explore more restrictions on Admin level permissions.
Generate a QR Code for a Correspondence Item

 Web   
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to a correspondence item for this task. See View a Correspondence Item.
Link a Correspondence Item on your personal layer on a drawing

 Web   
  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png

All levels need additional permissions:

'Read Only' level permissions or higher on the project's Drawings tool.

Link a Correspondence Item and publish the markups to the drawing 

 Web   
  icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings tool
icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings tool
icon-mindtouch-table-check-gp.png
  • Additional permissions in Drawings  tool

Additional permissions needed in Drawings tool:

'Standard' level permissions or higher on the project's Drawings tool.

Perform Bulk Actions on Correspondence Items

 Web   
   

 
icon-mindtouch-table-check.png  

Respond to a Correspondence Item                   

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Respond to Items They are On*

                  OR
     
  • Respond to Items Accessible to Users within Same Company**

icon-mindtouch-table-check-gp.png

  • Respond to Items They are On*

                  OR
     
  • Respond to Items Accessible to Users within Same Company**
icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.

* In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.

**In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list.

Access Workflow information and actions
 

 Web

 

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

icon-mindtouch-table-check.png To learn more about the Workflows tool see About the Workflows.
Scan a Correspondence Item QR Code              

 iOS   Android
  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png User needs access to the correspondence item for this task. See View a Correspondence Item.

Search, Sort and Filter Correspondences       

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users can perform these actions for each correspondence type they have read-only or higher permissions for.  

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.
View a Correspondence Item                               

 Web     iOS     Android

  icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting
icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting
icon-mindtouch-table-check.png
  • Granular permissions, depending on the item's status and privacy setting

Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting.  Expand the Tip box on View a Correspondence Item to learn more. 

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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Site teams

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have the following permissions for the project's Directory Tool to take this action:
    • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
    • 'Admin' level permissions
  • Users with 'Standard' level permissions must also be designated as the 'Crew Lead' to take this action.

Create a Site Team

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Site team 

 Web

      icon-mindtouch-table-check.png  

Edit a Site Team

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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.

Edit a Worker

 Web     iOS     Android

      icon-mindtouch-table-check.png

Users must also have the following permissions for the project's Directory Tool to take this action:

  • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission
  • 'Admin' level permissions

Remove a Worker

 Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permissions on project's Directory tool to take this action.

Search Site Teams

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search for a Worker

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Site Team

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Worker

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

 

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Site Diary

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users must also have 'Read Only' level permissions to the Photos tool to take this action.
  • Users with 'Admin' level permissions can view photos marked as 'private'.

Add a Related Item to a Site Diary Entry

 Web

      icon-mindtouch-table-check.png  

Approve Any Site Diary Entry Created by Collaborators

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Approve Copied Site Diary Entries Created by Collaborators

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Site Diary

 Web

      icon-mindtouch-table-check.png  

Copy a Site Diary

 Web     iOS     Android

      icon-mindtouch-table-check.png 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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Accident Register Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Call Register Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Daily Construction Report Register Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Daily Construction Report Register Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • 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 Site Diary Entries as a Collaborator 

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

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.

Create Delay Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Delivery Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Delivery Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • 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 Skip Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Equipment Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Inspection Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Working Hours Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  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 Working hours Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • 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 Note Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Note Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 
  • 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.
  • 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 Observed Weather Entries

 Web     iOS     Android

      icon-mindtouch-table-check.png 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 Plan Revision Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Productivity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Quantity Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Safety Violation Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Programmed Work Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Timecard Entries for Any User

 Web     iOS     Android

      icon-mindtouch-table-check.png

 

Create Timecard Entries for Yourself

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions must also be marked as an employee of your company.

Create Visitor Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Pending Visitor Entries as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  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.

Create Waste Entries

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Change Event from a Site Diary Entry

 Web

         

Create a Custom Report from the Site Diary

 Web

         

Delete Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png 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.

Delete a Site Diary Item You Created

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png

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.

Delete a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be deleted after they are approved by a Site Diary Admin.

 

Delete Related Items from Site Diary Entries

 Web

      icon-mindtouch-table-check.png  

Edit Any Site Diary Item

 Web     iOS     Android

      icon-mindtouch-table-check.png

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.

Edit a Site Diary Item You Created

 Web     iOS     Android

   

icon-mindtouch-table-check.png

  • Standard Users Can Edit and Delete Own Entries
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.

Edit a Site Diary Item You Created as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
 

Entries cannot be edited after they are approved by a Site Diary Admin.

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.

Email a Site Diary

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Enter Logs for a Previous Day

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can also be performed on mobile.

Export a Site Diary as PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Mark a Site Diary as Complete

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reject Any Site Diary Entry Created by Collaborators

 Web     iOS

      icon-mindtouch-table-check.png  

Reopen a Site Diary

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Resubmit a Site Diary Entry as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Search and Filter Site Diaries

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter Site Diary Entries You Created as a Collaborator

 Web

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
   

Upload Photos to the Site Diary

 Web

         

Upload Photos to the Site Diary from the Photos Tool

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' permissions or higher on the project's Photos tool.

View and Attach Files to a Site Diary

 iOS     Android

    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device.

View Any Site Diary Items

 Web     iOS     Android

  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png
  • This excludes the ability to view the change history register. See below for more details about the View Change History Register permission .
  • Users with a 'Collaborator Entry Only' granular permission can only view their daily items. 

View Your Site Diary Items as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  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.

View Site Diary Items by Users at your Company as a Collaborator

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company

icon-mindtouch-table-check.png

  • Collaborator Entry Only
  • View entries associated to users within the same company
  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.

View Change History Register 

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Site Diary Notes Report

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users also need 'Read Only' level permissions or higher on the project's Reports tool.

View Site Diaries in the Calendar View

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png    

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Direct Costs

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Configure Advanced Settings: Direct Costs       icon-mindtouch-table-check.png
Create a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Direct Cost   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Email a Direct Cost     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable the Direct Costs Tool       icon-mindtouch-table-check.png
Export Direct Costs to CSV or PDF    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Direct Costs     icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search for and Apply Filters to Direct Costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Views in the Direct Costs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Directory (Project Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Distribution Group to the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Add a Contact to your Device

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline.

Add a Phone Calls Entry from the Directory 

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a User Account to the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline  sync with Procore when a network connection is reestablished.

Add Project Insurance to a Company Record in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Assign a Project Permissions Template to a User in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permissions Templates (Assignable Only)
icon-mindtouch-table-check.png

Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission.
  • Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies to a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)

icon-mindtouch-table-check.png

  • Add from Company Directory (Assignable Permission Templates Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions in the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)

icon-mindtouch-table-check.png

  • Manage Permission Templates (Assignable Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Configure the Project Team on the Project Home Page

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory: Edit Permissions

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings for the Project Directory: Edit Project Roles

 Web

 

icon-mindtouch-table-check.png

  • Assign Project Roles

icon-mindtouch-table-check.png

  • Assign Project Roles
icon-mindtouch-table-check.png  

Create a Project Specific Permissions Template from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Customise the Column Display in the Directory Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Distribution Group from the Project Directory

 Web

      icon-mindtouch-table-check.png  

Download vCard for a User Account in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Project Directory

 Web     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Companies

icon-mindtouch-table-check.png

  • Create and Edit Companies
icon-mindtouch-table-check.png  

Edit a Distribution Group

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups

icon-mindtouch-table-check.png

  • Create and Edit Distribution Groups
icon-mindtouch-table-check.png  

Edit an Active Account in the Project Directory

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Email Forward Contact Information 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Enable Program Notifications for a User on a Project

 Web

      icon-mindtouch-table-check.png  

Enable Weather Delay Alerts by Phone or Email

 Web

      icon-mindtouch-table-check.png  

Export the Project Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward Contact Information by Email 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Invite or Reinvite a User to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Invite a Batch of Users to Join a Procore Project

 Web

 

icon-mindtouch-table-check.png

  • Create and Edit Users

icon-mindtouch-table-check.png

  • Create and Edit Users
icon-mindtouch-table-check.png  

Reactivate a Company in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Reactivate a User in the Project Directory

 Web

      icon-mindtouch-table-check.png  

Remove a Company from the Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Remove a User from a Project

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove Project Insurance from a Company Record

 Web

      icon-mindtouch-table-check.png  

Remove a Batch of User Accounts from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove User from Project

icon-mindtouch-table-check.png

  • Remove User from Project
icon-mindtouch-table-check.png  

Remove a Batch of Companies from a Project Directory

 Web

 

icon-mindtouch-table-check.png

  • Remove Company from a Project

icon-mindtouch-table-check.png

  • Remove Company from a Project
icon-mindtouch-table-check.png  

Request Company and People Imports

 Web

   

icon-mindtouch-table-check.png

  • Request Company and People Imports
icon-mindtouch-table-check.png  

Save Contact to Phone on a Mobile Device 

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send a Message or WhatsApp to a Contact

 iOS

      icon-mindtouch-table-check.png  

Set Tenderer Information at the Project Level

 Web

      icon-mindtouch-table-check.png  

Switch Between Views in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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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Documents (Project Level)

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Add a Related Item to a File

 Web

      icon-mindtouch-table-check.png  

Add or Edit a File Description

 Web

      icon-mindtouch-table-check.png  

Change Permission Settings on a Folder or File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Check In or Out a File

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Documents

 Web

      icon-mindtouch-table-check.png  

Create a Folder

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Files or Folders

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files
icon-mindtouch-table-check.png  

Download a Previous Version of a File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Files and Folders

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Email Files and Folders

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Export Information

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export Object Data from a Model

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Read Only' or higher permission to the Models tool.

Manage and Set Tags for Documents

 Web

      icon-mindtouch-table-check.png  

Manage Permissions for Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Manage Who Tracks Files and Folders

 Web

      icon-mindtouch-table-check.png  

Move and Copy Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders
icon-mindtouch-table-check.png

 

Open or Edit a File in Microsoft Office 365

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Preview a File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a File

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Rename a Folder

 Web     iOS

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Retrieve a File or Folder from the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search for and Filter Documents

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.

Sort Document Folder Contents

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Track a Folder or File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload a New Version of a File

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload Files into a Folder

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished.

View a File in Microsoft Office 365

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Documents

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Private File or Folder

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files
icon-mindtouch-table-check.png 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.

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Drawings

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

icon-mindtouch-table-mobile.png: Indicates an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add a Link to a Drawing icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Photos to a Drawing   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Add Defect List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png
Delete Pending Drawings       icon-mindtouch-table-check.png
Download Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Drawing Area Name       icon-mindtouch-table-check.png
Edit a Drawing Set          icon-mindtouch-table-check.png
Edit Drawings         icon-mindtouch-table-check.png
Email Drawings  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable or Disable Drawing Areas       icon-mindtouch-table-check.png
Export the Drawings Register to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Drawing Markups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate and Print QR Codes     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link to Related Items on a Drawing  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Drawing Register       icon-mindtouch-table-check.png
Mark Drawings as Obsolete         icon-mindtouch-table-check.png
Mark Up a Drawing (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark Up a Drawing (published) icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open a Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Print Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Publish Drawings       icon-mindtouch-table-check.png
Publish Personal Drawing Markups icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reorder Drawings       icon-mindtouch-table-check.png
Review and Confirm Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search For and Filter Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subscribe to the Drawings Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png3
Unsubscribe from the Drawings Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png3
Upload a Drawing Sketch       icon-mindtouch-table-check.png
Upload Drawing Revisions   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Upload Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the All Drawing Sets and Revisions Report       icon-mindtouch-table-check.png
View the All Sketches Report    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Measurements Report for Drawings   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
View the Deleted Drawings Revision Report       icon-mindtouch-table-check.png
View Sketches icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Markup Activity Feed   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

Users with 'Standard' level permissions on the Drawings tool can delete published drawing markups if the 'Allow Standard level users to delete published markup' setting is enabled for the project. See Allow Users To Delete Published Markups.

3 Only users with 'Admin' permissions can subscribe or unsubscribe other users to the Drawings tool.

4 Users can only see their own measurements that they have added to drawings using the measurement markup tools. See Add Measurements to a Drawing.

 

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Emails

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

Task None Read Only Standard Admin
Apply a Tag to an Email       icon-mindtouch-table-check.png
Archive an Email       icon-mindtouch-table-check.png
Configure Advanced Settings: Emails       icon-mindtouch-table-check.png
Create a Tag to Filter Emails       icon-mindtouch-table-check.png
Create an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export an Email as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Email       icon-mindtouch-table-check.png
Delete a Tag from the Emails Tool       icon-mindtouch-table-check.png
Filter Emails by Tag   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Email Signature to Procore Emails   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark an Email as Private or Public     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Mark an Email as Spam       icon-mindtouch-table-check.png
Remove a Tag from an Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reply to an Email Sent from the Emails Tool icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Restore an Archived Email       icon-mindtouch-table-check.png
Retrieve an Email from the Recycle Bin       icon-mindtouch-table-check.png
Search Emails in the Emails Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send an Inbound Email to the Project's Emails Tool icon-mindtouch-table-check.png2      
Set Up Your Outbound Email Signature   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Reply to an Email Using the Emails Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Unmark an Email as Spam       icon-mindtouch-table-check.png
View All Emails in the Emails Tool       icon-mindtouch-table-check.png

1  Users with 'Standard' permissions to the Emails tool can make an email private or public if they created it.

2  Anyone who knows the exact inbound email address for the project can send an email to the Emails tool, regardless of whether they are a project user in Procore. See Send An Inbound Email to the Project's Emails Tool.

3 The ability to set up an email signature is available under your name in the upper right corner of the Procore web application under 'My Settings'. 

4 Procore permissions are not required for a person to reply to an email using an email client outside of Procore. However, only 'Standard' and 'Admin' level users can use the reply function within the Emails tool in Procore.  

 

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Estimating

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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 3D Model Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add 3D Model Takeoffs Using Auto-Mapping

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Add an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
 

Add and Manage Internal Notes in a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add and Manage Tasks in a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Inclusions and Exclusions

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Items to a Cost Catalogue

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add a Variation for an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Assign a Budget Code from an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Estimating Tool Settings

 Web

      icon-mindtouch-table-check.png Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool.

Configure Settings for an Estimate in the Estimating Tab

Web

   

 

icon-mindtouch-table-check.png

 

icon-mindtouch-table-check.png

 

Copy a Group to Another Project

 Web

      icon-mindtouch-table-check.png  

Copy or Move a Group to Another Estimate

 Web

      icon-mindtouch-table-check.png  

Copy a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Copy Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Create a Head Contract from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Delete Documents from a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Delete Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Download Documents from a Tender Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Tender Proposal with the Proposal Builder

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Custom Fields for a Tender Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Customer Information for a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit the Estimate Overview for a Tender Board Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Export a Tender

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Estimate

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate a Tender Proposal

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Manage Inclusion and Exclusion Libraries

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Merge Estimates

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Move Takeoff Layers to a New Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Rename a Takeoff Group

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Respond to a Tender Invitation

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Run Automated Area Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Search for Model Objects in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

Send a Variation to the Change Events Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Project level Change Events tool.

Send an Estimate to the Budget

 Web

      icon-mindtouch-table-check.png Users also need 'Admin' level permissions or higher to the Project level Budget tool.

Set the Drawing Scale for Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Show or Hide Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Split Takeoff Layers

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the project's Drawings tool.

Upload Documents from a Tender Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View 3D Models in Estimating

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also need 'Read Only' level permissions or higher to the project's Models tool.

View an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

 

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Forms

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

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application. 

Forms Tool

Task None Read Only Standard Admin
Configure Advanced Settings: Forms       icon-mindtouch-table-check.png
View a Form  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Search for and Filter Forms   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email a Form  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Forms List to a CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download a Project Level Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Fill Out a Form icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Project Level Form  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Delete a Project Level Form  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Retrieve a Project Level Form from the Recycle Bin       icon-mindtouch-table-check.png

'Standard' users can view forms marked as private that they have created.

'Standard' users can edit forms they have created.

Admin Tool (Company Level)

Task None Read Only Standard Admin
Create a Company Level Form Template       icon-mindtouch-table-check.png
Delete a Company Level Form Template       icon-mindtouch-table-check.png

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Home

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

Note: Users with 'Admin' permission to the project's Home tool can send announcements from Procore's mobile app on iOS and Android. See Announcements.

Task None Read Only Standard Admin
Add a Project Photo to the Home Page This is set in the Project level Photos Tool.
Add Favourites to the Project Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add, Modify and Remove Project Home Links       icon-mindtouch-table-check.png
Add the Project Team to the Project Home Page       icon-mindtouch-table-check.png
Change the Project Address This is updated in the Project level Admin Tool.
Change Your Login ID Email Address for Your Procore User Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Project Home       icon-mindtouch-table-check.png
Edit My Account Settings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open Items from the Project Overview in the Project's Home page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rearrange Your Project Level Navigation Bar       icon-mindtouch-table-check.png
Set Up a Persistent Project Message for the Home Page       icon-mindtouch-table-check.png
Show or Hide Project Weather on the Project Home Page       icon-mindtouch-table-check.png
View the Home Page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Project Weather on the Home Page   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Recently Changed Items on a Project   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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Incidents

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

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Related Item to an Incident       icon-mindtouch-table-check.png
Add an Environmental Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add an Injury/Illness Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Near Miss Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Property Damage Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Close an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Configure Advanced Settings: Incidents       icon-mindtouch-table-check.png
Create an Incident     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Incident       icon-mindtouch-table-check.png
Delete an Incident Record       icon-mindtouch-table-check.png
Edit a Near Miss Record     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Edit an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Edit an Injury/Illness Record     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Email Incidents     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export Incidents as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an Incident From the Recycle Bin       icon-mindtouch-table-check.png
View an Incident   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Standard' users can edit assets in incidents that they create.

'Standard' users can only email incidents that they create.

 

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Inspections (Project Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web

      icon-mindtouch-table-check.png

 

Add Comments to an Inspection Item

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Company Level Inspection Templates to Your Project 

 Web

      icon-mindtouch-table-check.png

 

Add Attachments to Inspection Items

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.
  • On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Add Signers to an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Add Signers to an Inspection Item

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

+ Create Contact

icon-mindtouch-table-check-gp.png

+ Create Contact

  • On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
  • 'Standard' level users can add as many signers to an inspection as necessary.

Close an Inspection You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Close Any Inspection

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Inspections

 Web

      icon-mindtouch-table-check.png  

Create an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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

 Web

      icon-mindtouch-table-check.png  

Create an Observation from an Inspection

 Web     iOS     Android

   

icon-mindtouch-table-check-gp.png

 

icon-mindtouch-table-check-gp.png

 

  • Users must also have 'Standard' level permission or higher on the Observations tool 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.

Delete an Inspection

 Web

      icon-mindtouch-table-check.png  

Create an Inspection Program

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Programs
check-green2.png icon-mindtouch-table-check.png  

Delete an Inspection Template

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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

 Web     iOS     Android

      icon-mindtouch-table-check.png

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

 Web

      icon-mindtouch-table-check.png  

Edit an Inspection Program

 Web

 

icon-mindtouch-table-check.png

  • Create/Edit Inspection Programs
check-green2.png icon-mindtouch-table-check.png  

Email Inspections

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Individual Inspection

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Perform an Inspection

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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

 Web

      icon-mindtouch-table-check.png  

Search and Filter for Inspections

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Activity Feed of Items in an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 

 Web

      icon-mindtouch-table-check.png  

View Signatures on an Inspection

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

 

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Instructions

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

Task None Read Only Standard Admin
Add a Related Item to an Instruction       icon-mindtouch-table-check.png
Add the Instructions Tool to a Project       icon-mindtouch-table-check.png1
Configure Advanced Settings: Instructions       icon-mindtouch-table-check.png
Create an Instruction from an RFI     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Create and Issue an Instruction     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit and Re-Issue an Instruction     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Email an Instruction       icon-mindtouch-table-check.png
Export an Instruction   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Instructions List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Instruction       icon-mindtouch-table-check.png
Retrieve an Instruction from the Recycle Bin       icon-mindtouch-table-check.png
Set User Permission for the Instructions Tool       icon-mindtouch-table-check.png
Switch Between Views in the Instructions Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 You must also be your company's Procore Administrator. 

2  You must also have access to the RFI and 'Read Only' level permissions or higher on the project's RFIs tool.

3  Users with 'Standard' permissions can only edit instructions that they have created.

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Invoicing

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Meetings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web

 

icon-mindtouch-table-check.png

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

icon-mindtouch-table-check.png

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward a Meeting by Email

 Web

 

icon-mindtouch-table-check.png

  • Email Meeting

icon-mindtouch-table-check.png

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png  

 

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Models

Learn which user permissions are required to take the described actions in this tool.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Note
'Standard' level permission does not exist for the Models tool.
Action None Read Only Standard Admin Notes

Add a Section Box to a Model

 Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Associate a Model with a Procore Project

 Web

      icon-mindtouch-table-check.png  

Create a Co-ordination Issue in the Model Viewer

  Web     iOS     Android

      icon-mindtouch-table-check.png Users also need 'Standard' or 'Admin' level permissions to the Co-ordination Issues tool.

Create an Observation in the Model Viewer

  iOS

         

Delete a Model

 Web

      icon-mindtouch-table-check.png

 

Download the Procore Plugin for the Models Tool

 Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Edit Information for a Model

  Web

      icon-mindtouch-table-check.png  

Edit a Co-ordination Issue in the Model Viewer

  Web

      icon-mindtouch-table-check.png Users also need 'Standard' or 'Admin' level permissions to the Co-ordination Issues tool.

Measure Distances on a Model

  Web     iOS     Android

         

Publish a Model to Procore

  Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Publish a New Version of a Model

  Web

      icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Drawings tool to map a 2D sheet to a model.

Reassociate a Model with a Procore Project

  Web

      icon-mindtouch-table-check.png  

Search for and Filter Co-ordination Issues in the Model Viewer

  Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png Users also need 'Read Only' or higher level permissions to the Co-ordination Issues tool.

Search for and Sort Models

  Web

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Use the Section Tool on a Model

  Web     iOS     Android

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

View a Model

  Web     iOS     Android

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

View the Version History of a Model

  Web

      icon-mindtouch-table-check.png  

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Observations

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

icon-mindtouch-table-mobile.png: Denotes an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Comment to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to an Observation        icon-mindtouch-table-check.png
Add Project Level Observation Types       icon-mindtouch-table-check.png1
Bulk Edit Observations       icon-mindtouch-table-check.png
Bulk Delete Observations       icon-mindtouch-table-check.png
Bulk Retrieve Observations       icon-mindtouch-table-check.png
Respond to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png
Close an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png
Configure Advanced Settings: Observations       icon-mindtouch-table-check.png
Customise the Column Display in the Observations Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png
Create an Observation from an Inspection     icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png
Delete an Observation        icon-mindtouch-table-check.png
Delete Project Level Observation Types       icon-mindtouch-table-check.png1
Edit Project Level Observation Types       icon-mindtouch-table-check.png1
Edit an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
Email Observations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Observations as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Can Be Included on the Distribution List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reject an Observation       icon-mindtouch-table-check.png
Respond to an Observation  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Retrieve an Observation from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter Observations  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update the Status of an Observation   icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png
View the Activity Stream of an Observation  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Observations  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png5 icon-mindtouch-table-check.png+6 icon-mindtouch-table-check.png
View Observations by Type  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Company level Observation Types are managed at the Company level Admin tool. See Permissions.

When a 'Standard' user is the creator of an observation line item, the user will have the ability to change the status, close and leave a comment. When a 'Standard' user is the assignee, the user can change the status to Initiated or Ready for Review. When a 'Standard' user is not the assignee on an observation, that user can view the activity stream and leave a comment. However, that user cannot view or change the status options.

'Standard' users can only assign observations to an 'Admin' user unless they have been granted the granular permission 'Can Assign Standard Users to Observations', which allows them to assign observations to another 'Standard' user.

4 'Standard' users can edit observations they have created.

'Read only' users can view observations that are not marked private. 'Read only' users can view private observations if included on the distribution list.

6 'Standard' users can view observations if they created the item or if the item is not marked private. 'Standard' users can view private observations if they created the item, set as the assignee or are on the distribution list.

7 'Standard' users will also need 'Standard' permission to the Inspections tool.

8 'Read Only' and 'Standard' users with the granular permission to 'Update Status and Comment on Observations Assigned to Users within Same Company' can only update the status to 'Ready for Review'.

 

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Photos

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

icon-mindtouch-table-mobile.png: Denotes an action supported in Procore's iOS and/or Android application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Comment to a Photo icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Description to a Photo icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Bulk Edit Photos     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Configure Advanced Settings: Photos       icon-mindtouch-table-check.png
Create a Photo Album icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Photo Album   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete Photos icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Download Photos icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email Photos (Inbound) icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email Photos (Outbound)  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Photo as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Find Starred (Favorited) Photos       icon-mindtouch-table-check.png
Mark a Photo as Private       icon-mindtouch-table-check.png
Mark an Album as Private       icon-mindtouch-table-check.png
Move Photos       icon-mindtouch-table-check.png
Rename an Album icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Reorder a Photo Album   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve a Photo from the Recycle Bin       icon-mindtouch-table-check.png
Rotate Photos icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Search and Filter Photos icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set a Project Photo       icon-mindtouch-table-check.png
Set Photo Location     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Star a Photo       icon-mindtouch-table-check.png
Subscribe to Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Photos  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Photos icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Private Photos  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png 

1 Users with 'Standard' level permissions on the project's Photos tool may only bulk edit photo descriptions.

 

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Head Contracts

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Financial Markup to Head Contract Variations       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 Variation Request       icon-mindtouch-table-check.png
Create Payment Received for a Head Contract       icon-mindtouch-table-check.png
Create Owner Progress Claims        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 for a Head Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Head Contract Variation       icon-mindtouch-table-check.png
Create Schedule 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 Commitment Variation Linked to a Potential Variation for a Head Contract       icon-mindtouch-table-check.png
Edit a Head Contract 2   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Head Contract       icon-mindtouch-table-check.png
Email Owner Progress Claims        icon-mindtouch-table-check.png
Email a Potential Variation for a Head Contract       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 Head Contract Progress Claim       icon-mindtouch-table-check.png
Export a Head Contract 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Head Contract Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Head Contract CSV       icon-mindtouch-table-check.png
Remove a Variation from a Head Contract       icon-mindtouch-table-check.png
Delete 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 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 PVs' 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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Defect List

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

icon-mindtouch-table-mobile.png: Denotes an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Attachments to a Defect List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Defect List Items     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Defect List Item to a 'Standard' or 'Admin' Level User 2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Defect List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Defect List Item 3  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Defect List       icon-mindtouch-table-check.png
Customise the Column Display in the Defect List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Defect Item Template       icon-mindtouch-table-check.png
Create a Defect List Item 2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Defect Item Template Category at the Project Level       icon-mindtouch-table-check.png
Deactivate a Defect Item Template on a Project       icon-mindtouch-table-check.png
Delete a Defect Item Template Category at the Project Level       icon-mindtouch-table-check.png
Delete a Defect Item Template from a Project       icon-mindtouch-table-check.png
Delete a Defect List Item        icon-mindtouch-table-check.png
Edit a Defect List Item 6  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Defect Item Template Category at the Project Level       icon-mindtouch-table-check.png
Export Defect List Register as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Defect List Register as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Defect List Register as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Defect List Items 7       icon-mindtouch-table-check.png
Respond to a Defect List Item 4, 1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve Deleted Defect Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Defect List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Notify Assignees of Defect List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Defect List Item 5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Defect List Item       icon-mindtouch-table-check.png
View Private Defect Items Assigned to User Within the Same Company   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Defect Item Manager, Assignee or Final Approver or if they have been granted the granular permission "Respond to Defect Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a defect list item. However, 'Standard' level users who have been chosen to act as a Defect Item Manager from the Defect List Settings, can list other 'Standard' level users as the 'Assignee' on a defect list item.

'Standard' level users can only close defect list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Defect Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Defect Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private defect list items after they have been sent to the Assignee.

Users with 'Standard' permissions can only perform this action for items they created.

This task also requires 'Admin' permissions on the project's Admin tool and 'Standard' permissions on the project's Directory tool.

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Reports (Project Level)

Permissions are separated into Custom Reports and Enhanced Reporting sections

Custom Reports

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

General Tasks None Read Only Standard Admin
Add a Visual to Custom Reports       icon-mindtouch-table-check.png
Configure Advanced Settings: Reports       icon-mindtouch-table-check.png
Create a Custom Project Report     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Delete a Custom Project Report     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Share a Custom Project Report       icon-mindtouch-table-check.png
Project Reports None Read Only Standard Admin
View Cost Code Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Assignment Report       icon-mindtouch-table-check.png 3
View User Sessions Reports       icon-mindtouch-table-check.png 3
View Outbound Emails Report       icon-mindtouch-table-check.png
View RFI Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Submittal Approvers' Response Time   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Defect List Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Vendor Insurance Report   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
View Watch Folders Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Labour Budget to Actual Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Field Production Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Timecard Reports   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
Financial Reports None Read Only Standard Admin
Create a Custom Financial Line Items Report to Compare Budget Snapshots       icon-mindtouch-table-check.png
View Budget Modifications Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Budget Detail Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Buyout Summary Report   icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6
View Overdue Head Contract Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Committed Cost Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Overdue Commitment Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Subcontractor Progress Claims by Date   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Unexecuted Head Contract Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Head Potential Variation Report By Change Reason   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Monitored Resources Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
Program Reports None Read Only Standard Admin
View All Program Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Site Diary Reports None Read Only Standard Admin
View All Site Diary Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To create a custom report, user with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 

2 Users can only delete the reports they created.

3 To view project reports, users may also need additional permissions on the project tool associated with the report data. See View a Report.

4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.

5 To view budget reports, users also need 'Read Only' permissions or higher on the project's Budget tool. See View Budget Reports

6 To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports

Enhanced Reporting

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

General Tasks None Read Only Standard Admin
View a Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Clone a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

 

Field Group Source Tool None Read Only Standard Admin
Action Plan Action Plans       icon-mindtouch-table-check.png
Action Plan Approver Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Assignee Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Record Action Plan       icon-mindtouch-table-check.png
Action Plan Line Item Record Request Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Reference Action Plans       icon-mindtouch-table-check.png
Action Plan Receiver Action Plan       icon-mindtouch-table-check.png
Actual Production Quantities Budget OR Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Change Adjustment Line Items Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Changes Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Code N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Line Item Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Modification Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Workflow Responses Budget       icon-mindtouch-table-check.png
Budget Workflow Steps Budget       icon-mindtouch-table-check.png
Budgeted Production Quantities

Budget OR Timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Line Item Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Production Quantity Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Commitment Commitments       icon-mindtouch-table-check.png
Commitment Variation Commitments       icon-mindtouch-table-check.png
Commitment Variation Line Item Commitments       icon-mindtouch-table-check.png
Commitment Variation Markup Commitments       icon-mindtouch-table-check.png
Commitment Variation Request Commitments       icon-mindtouch-table-check.png
Commitment Variation workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Variation workflow steps Commitments       icon-mindtouch-table-check.png
Commitment Line Item Commitments       icon-mindtouch-table-check.png
Commitment Potential Variation Commitments       icon-mindtouch-table-check.png
Commitment Workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Workflow Steps Commitments       icon-mindtouch-table-check.png
Company (Vendor) - used in company reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company (Vendor) - used in project reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Global Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Project Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Co-ordination Issue Co-ordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Correspondence Correspondence       icon-mindtouch-table-check.png 1
Correspondence Assignee Correspondence       icon-mindtouch-table-check.png 1
Correspondence Distribution List Correspondence       icon-mindtouch-table-check.png 1
Correspondence Response Correspondence       icon-mindtouch-table-check.png 1
Site team Site teams   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Site Diary Accident Site Diary       icon-mindtouch-table-check.png
Site Diary Completion Site Diary       icon-mindtouch-table-check.png
Site Diary Construction Report Daly Log       icon-mindtouch-table-check.png
Site Diary Delay Site Diary       icon-mindtouch-table-check.png
Site Diary Delivery Site Diary       icon-mindtouch-table-check.png
Site Diary Skip Daly Log       icon-mindtouch-table-check.png
Site Diary Equipment Site Diary       icon-mindtouch-table-check.png
Site Diary Inspection Site Diary       icon-mindtouch-table-check.png
Site Diary Working hours Daly Log       icon-mindtouch-table-check.png
Site Diary Note Site Diary       icon-mindtouch-table-check.png
Site Diary Observed Weather Condition Site Diary       icon-mindtouch-table-check.png
Site Diary Phone Call Daly Log       icon-mindtouch-table-check.png
Site Diary Plan Revision Site Diary       icon-mindtouch-table-check.png
Site Diary Productivity Site Diary       icon-mindtouch-table-check.png
Site Diary Quantity Daly Log       icon-mindtouch-table-check.png
Site Diary Safety Violation Site Diary       icon-mindtouch-table-check.png
Site Diary Programmed Work Site Diary       icon-mindtouch-table-check.png
Site Diary Programmed Work Task Daly Log       icon-mindtouch-table-check.png
Site Diary Visitor Site Diary       icon-mindtouch-table-check.png
Site Diary Waste Site Diary       icon-mindtouch-table-check.png
Direct Cost Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Line Item Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribution List RFI       icon-mindtouch-table-check.png
Drawing Revision Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Drawing Markup Link Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Employees Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
ERP Job Costs Summary Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Form Forms       icon-mindtouch-table-check.png
Incident Incident       icon-mindtouch-table-check.png
Incident Action Incident       icon-mindtouch-table-check.png
Incident Alert Incident       icon-mindtouch-table-check.png
Incident Distribution Member Incident       icon-mindtouch-table-check.png
Incident Injury Body Part Incident       icon-mindtouch-table-check.png
Incident Record Incident       icon-mindtouch-table-check.png
Inspection Inspection       icon-mindtouch-table-check.png
Inspection Assignee Inspection       icon-mindtouch-table-check.png
Inspection Distribution List Inspection       icon-mindtouch-table-check.png
Inspection Item Inspection       icon-mindtouch-table-check.png
Inspection Item Activity Inspection       icon-mindtouch-table-check.png
Inspection Item Comment Inspection       icon-mindtouch-table-check.png
Inspection Program Inspection       icon-mindtouch-table-check.png
Inspection Program Assignee Inspection       icon-mindtouch-table-check.png
Inspection Program Distribution List Inspection       icon-mindtouch-table-check.png
Inspection Signature Request Inspection       icon-mindtouch-table-check.png
Instructions Instructions       icon-mindtouch-table-check.png
Labour Productivity

Budget OR timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Labour Productivity: Budget Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Location N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Meeting Meeting       icon-mindtouch-table-check.png
Meeting Attendee Meeting       icon-mindtouch-table-check.png
Meeting Item Meeting       icon-mindtouch-table-check.png
Meeting Item Assignee Meeting       icon-mindtouch-table-check.png
Meeting Item Attendee Meeting       icon-mindtouch-table-check.png
Monitored Resource Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Observation Observation       icon-mindtouch-table-check.png
Observation Activity Observation       icon-mindtouch-table-check.png
Observation Distribution Member Observation       icon-mindtouch-table-check.png
Owner Progress Claim Head contracts       icon-mindtouch-table-check.png
Owner Progress Claim Line Item Head contracts       icon-mindtouch-table-check.png
Photo Photo       icon-mindtouch-table-check.png
Defect Item Defect List       icon-mindtouch-table-check.png
Defect Item Assignee Defect List       icon-mindtouch-table-check.png
Defect Item Ball in Court Defect List       icon-mindtouch-table-check.png
Defect Item Comments Defect List       icon-mindtouch-table-check.png
Defect Item Distribution Member Defect List       icon-mindtouch-table-check.png
Head Contract Head contracts       icon-mindtouch-table-check.png
Head Contract Variation Head contracts       icon-mindtouch-table-check.png
Head Contract Variation Line Item Head contracts       icon-mindtouch-table-check.png
Head Contract Variation Markup Head contracts       icon-mindtouch-table-check.png
Head Contract Variation Request Head contracts       icon-mindtouch-table-check.png
Head Contract Variation Workflow Responses Head contracts       icon-mindtouch-table-check.png
Head Contract Variation Workflow Steps Head contracts       icon-mindtouch-table-check.png
Head Contract Line Item Head contracts       icon-mindtouch-table-check.png
Head Contract Potential Variation Head contracts       icon-mindtouch-table-check.png
Head Potential Variation Production Quantity Head contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Head Workflow Responses Head contracts       icon-mindtouch-table-check.png
Head Workflow Steps Head contracts       icon-mindtouch-table-check.png
Project N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Project Roles N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Response Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
RFI RFI       icon-mindtouch-table-check.png
RFI Assignee RFI       icon-mindtouch-table-check.png
RFI Question RFI       icon-mindtouch-table-check.png
RFI Response RFI       icon-mindtouch-table-check.png
Program Calendar Item Program       icon-mindtouch-table-check.png
Program Lookahead Program   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Program Lookahead Task Program   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Program Task Program   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Program Task Request Program   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Specifications Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sub Progress Claim Workflow Responses Commitments       icon-mindtouch-table-check.png
Sub Progress Claim Workflow Steps Commitments       icon-mindtouch-table-check.png
Subcontractor Progress Claim Commitments       icon-mindtouch-table-check.png
Subcontractor Progress Claim Line Item Commitments       icon-mindtouch-table-check.png
Submittal Submittal       icon-mindtouch-table-check.png
Submittal Approver Submittal       icon-mindtouch-table-check.png
Submittal Ball In Court Submittal       icon-mindtouch-table-check.png
Submittal Distribution List Submittal       icon-mindtouch-table-check.png
Daywork Sheet Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daywork Sheet Equipment Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daywork Sheet Labour Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daywork Sheet Material Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Task Task       icon-mindtouch-table-check.png
Task Activity Task       icon-mindtouch-table-check.png
Task Assignee Task       icon-mindtouch-table-check.png
Timecard Entry Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Correspondence Type Admins can access all Correspondence field sets and are limited to columns and rows of data by correspondence types. Super Private Correspondence records are not available in Enhanced Reporting. 

Permissions for Datasets

Access to datasets is determined by access to field groups within a dataset. In order to be granted access to a dataset, a user must have access to one of the field groups within the given dataset. The user will still only have access to the data within the field groups which they have access.

Dataset Field Group
Financials Budget Line Items, Head Contract, Commitments, Change Events, Direct Costs
Project Execution Action Plan, Correspondence, Co-ordination Issue, Site Diary, Drawing, Form, Incident, Inspection, Meeting, Observation, Photo, Defect List, RFI, Program, Submittal or Task
Workforce Management Budget Line Items, Head Contract, Commitments, Change Events, Direct Costs, Site teams, Time & Material or Timesheets

 

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RFIs

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to an RFI        icon-mindtouch-table-check.png
Add Assignees to an RFI as an Assignee on an RFI     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Choose an "Official Response" for an RFI   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Close an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Configure Settings: RFIs       icon-mindtouch-table-check.png
Create a Potential Variation from an RFI       icon-mindtouch-table-check.png 3
Create an Instruction from an RFI   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Create an RFI  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+ 5 icon-mindtouch-table-check.png
Create and View a Custom RFI Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customise the Column Display in the RFIs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Response to an RFI       icon-mindtouch-table-check.png
Delete an RFI       icon-mindtouch-table-check.png
Designate the Default RFI Manager for a Project's RFIs       icon-mindtouch-table-check.png
Edit a Custom RFI Report     icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png
Export an RFI   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the RFIs List to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2, 5 icon-mindtouch-table-check.png
Forward an RFI by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an RFI for Review     icon-mindtouch-table-check.png 7 icon-mindtouch-table-check.png 7
Perform Bulk Actions on RFIs       icon-mindtouch-table-check.png
Reopen an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Respond to an RFI    icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2, 8 icon-mindtouch-table-check.png
Resize the Column Width in the RFIs Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an RFI from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter RFIs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom RFI Report       icon-mindtouch-table-check.png
Shift the Ball in Court on a RFI    icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
View RFIs   icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png 9 icon-mindtouch-table-check.png 9 icon-mindtouch-table-check.png
View the Distribution History of a Custom RFI Report       icon-mindtouch-table-check.png

1 The user adding to the RFI's 'Assignee' list must first be designated as an 'Assignee' and must be the current Ball In Court person.

2 Users with 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on their permissions template can perform this task for RFIs that they create ('Standard' only) or that they are designated as RFI Manager for. For more information about what tasks users with this granular permission enabled on their permissions template can perform, see What tasks does the RFI Manager granular permission allow users to perform?

3 To create a Potential Variation from an RFI, you must first complete the steps in Create an RFI, the head contract must be in the 'Approved' status, the Change Events tool must be disabled on the project and the Head Contracts tool must be configured for two (2) or three (3) tier variations. If the Change Events tool is enabled, follow the steps in Create a Change Event from an RFI instead.

4 Users with 'Read Only' or 'Standard' level permissions on the RFIs tool AND 'Standard' level permissions or higher on the Instructions tool can create instructions from RFIs that they have access to.

5 Users with 'Standard' level permission without the 'Act as RFI Manager' granular permission enabled on their permissions template can only create or edit their RFIs in the 'Draft' status.

6 Users with 'Standard' level permission can only edit the custom reports that they create.

7 Users must be designated as an Assignee for the RFI and be the current Ball In Court person to forward the RFI for review.

8 Users with 'Standard' level permission can reply to RFIs if they have been added as members of the RFI's distribution list.

9 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 for details.

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Program (Project Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Program

 Web

      icon-mindtouch-table-check.png  

Configure Program Notification Emails

 Web

      icon-mindtouch-table-check.png  

Configure the Project Level Program Tool for Primavera P6

 Web

      icon-mindtouch-table-check.png  

Clear an Integrated Program

 Web

      icon-mindtouch-table-check.png  

Create a Calendar Item

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Create Lookaheads

icon-mindtouch-table-check.png

  • Create Lookaheads
icon-mindtouch-table-check.png  

Create Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
     

icon-mindtouch-table-check.png

  • Create Lookahead Tasks
icon-mindtouch-table-check.png  

Delete Calendar Item

 Web

      icon-mindtouch-table-check.png  

Delete Lookahead

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookaheads

icon-mindtouch-table-check.png

  • Delete Lookaheads
icon-mindtouch-table-check.png  

Delete Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks

icon-mindtouch-table-check.png

  • Delete Lookahead Tasks
icon-mindtouch-table-check.png  

Edit Any Calendar Item

 Web

      icon-mindtouch-table-check.png  

Edit a Calendar Item You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Lookahead Task

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png 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

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Program Change

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search and Filter for Programmed Tasks

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Send Recurring Project and Resource Programs

 Web

      icon-mindtouch-table-check.png  

Update a Project Program File

 Web

      icon-mindtouch-table-check.png  

Update Lookahead Tasks

 Web

 

icon-mindtouch-table-check.png

  • Update Lookahead Tasks

icon-mindtouch-table-check.png

  • Update Lookahead Tasks
icon-mindtouch-table-check.png  

Update Task Completion Percentage

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Task Completion Percentage

icon-mindtouch-table-check.png

  • Update Task Completion Percentage
icon-mindtouch-table-check.png  

Upload a Project Program File to Procore's Web Application

 Web

      icon-mindtouch-table-check.png  

Upload an Asta Powerproject Program

 Web

      icon-mindtouch-table-check.png  

View a Project Program

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Programmed Task

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Lookahead

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of Lookaheads

 Web

 

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead

icon-mindtouch-table-check.png

  • View the Change History of a Lookahead
icon-mindtouch-table-check.png  

 

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Specifications

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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 Related Item to a Specification

 Web

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Specifications

 Web

      icon-mindtouch-table-check.png  

Create a Specification Set

 Web

      icon-mindtouch-table-check.png  

Delete Pending Specification Uploads

 Web

      icon-mindtouch-table-check.png  

Delete Spec Section Revisions

 Web

      icon-mindtouch-table-check.png  

Download Specifications

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Spec Sections and Divisions

 Web

      icon-mindtouch-table-check.png  

Email Specifications 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export Specifications as a PDF or CSV

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Manage Specification Register

 Web

      icon-mindtouch-table-check.png  

Manually Create Divisions

  Web

      icon-mindtouch-table-check.png  

Manually Create Spec Sections

  Web

      icon-mindtouch-table-check.png  

Mark Specifications as Obsolete

  Web

      icon-mindtouch-table-check.png  

Review and Publish Specifications

  Web

      icon-mindtouch-table-check.png  

Search and Filter for Specifications 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search Contextually Within Specifications 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Submittal Builder: Add Submittals

  Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Admin' level permission on the project's Submittals tool. 

Submittal Builder: Configure Submittal Titles

  Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Admin' level permission on the project's Submittals tool. 

Upload Specification Revisions

  Web

      icon-mindtouch-table-check.png  

Upload Specifications 

  Web

      icon-mindtouch-table-check.png  

View a Deleted Specifications Report

  Web

      icon-mindtouch-table-check.png  

View Report of All Specification Revisions

  Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Specifications 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Change History for Specifications

  Web

      icon-mindtouch-table-check.png  

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Submittals

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

icon-mindtouch-table-mobile.png: Denotes an action that is supported by Procore for Android or Procore for iOS.

Task None Read Only Standard Admin
Add a Related Item to a Submittal       icon-mindtouch-table-check.png
Add a Related Item to a Submittal Package       icon-mindtouch-table-check.png
Add a Submitter and Approvers to the Submittal Workflow     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Existing Submittal to a Submittal Package       icon-mindtouch-table-check.png
Apply a Submittal Workflow Template to a Submittal   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Bulk Edit Submittals in a Package       icon-mindtouch-table-check.png
Change the Ball in Court on a Submittal       icon-mindtouch-table-check.png
Close a Submittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Submittals Tool       icon-mindtouch-table-check.png
Create Custom Submittal Register Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Responses       icon-mindtouch-table-check.png
Create Custom Submittal Types Configure this setting in the Admin Tool (Company Level)
Create a Bluebeam Studio Session       icon-mindtouch-table-check.png 1
Create a Custom Submittals Report     icon-mindtouch-table-check.png 2, 4 icon-mindtouch-table-check.png3, 4
Create a New Submittal in a Submittal Package       icon-mindtouch-table-check.png
Create a Submittal   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Package   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Revision   icon-mindtouch-table-check.png+5 icon-mindtouch-table-check.png+5 icon-mindtouch-table-check.png
Customise the Column Display in the Submittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Submittal Report       icon-mindtouch-table-check.png
Delete a Submittal        icon-mindtouch-table-check.png
Delete a Submittal Package       icon-mindtouch-table-check.png
Designate the 'Default Submittal Manager' for the Submittals Tool       icon-mindtouch-table-check.png
Distribute a Submittal       icon-mindtouch-table-check.png
Distribute the Submittals in a Package       icon-mindtouch-table-check.png
Download a Submittal's Attachments  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report     icon-mindtouch-table-check.png 2, 4 icon-mindtouch-table-check.png 3, 4
Edit a Submittal    icon-mindtouch-table-check.png+6 icon-mindtouch-table-check.png+6, 7 icon-mindtouch-table-check.png
Edit a Submittal Package        icon-mindtouch-table-check.png
Edit a Submittal Response       icon-mindtouch-table-check.png
Enable Submittals Program Calculations       icon-mindtouch-table-check.png
Enable the Submittals Tool       icon-mindtouch-table-check.png
Export a Custom Submittals Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Submittals Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Finalise a Bluebeam Studio Session       icon-mindtouch-table-check.png 1
Forward a Submittal by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Submittal for Review     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a PDF of a Submittal in a List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Submittal    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Personal Submittal Markup Stamps     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Submittal Workflow Templates       icon-mindtouch-table-check.png
Mark a Submittal as Private        icon-mindtouch-table-check.png
Mass Review Submittals in a Package       icon-mindtouch-table-check.png
Perform Bulk Actions on a Submittal       icon-mindtouch-table-check.png
Redistribute a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Submitter or Approver from the Submittal Workflow   icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png+8, 9 icon-mindtouch-table-check.png
Resend the Submittals in a Package for Review       icon-mindtouch-table-check.png
Resize the Column Width in the Submittals Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Forwarded Submittal as a Reviewer     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Submittal as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an Action Required Email for a Submittal Package as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Submittal from the Recycle Bin        icon-mindtouch-table-check.png
Review Submittal PDF Attachments     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Submittals icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Completed Submittals Import Template to Procore       icon-mindtouch-table-check.png
Send the Submittals in a Package for Review       icon-mindtouch-table-check.png
Set Up Submittal Program Calculations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Submittal Report     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 3
Switch Between Submittals Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload and Submit a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Use Bulk Actions > Apply Workflow in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Delete in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Edit in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Retrieve in the Submittals Tool       icon-mindtouch-table-check.png
View a Submittal icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png 10 icon-mindtouch-table-check.png 10 icon-mindtouch-table-check.png
View a Submittal Package   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Submittal Attachments   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Submittal Approvers Response Time Report       icon-mindtouch-table-check.png

1 Requires the Procore + Bluebeam Integration. See Bluebeam.

2 Users with 'Standard' level permission can only create personal reports. 

3 Users with 'Admin' level permission can create, edit and view reports that have not been marked 'Personal' by another user.

4 Users will also need 'Read Only' level permission or higher on the Reports tool.

5 Users without 'Admin' level permissions on the project's Submittals tool can create revisions for submittals that they created.

Users without 'Admin' level permissions on the project's Submittals tool can edit certain fields in 'Draft' or 'Open' submittals that they created. 

7 Users with 'Standard' level permissions can edit certain fields in submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

8 Users without 'Admin' level permissions on the project's Submittals tool can update the submittal workflow in 'Draft' or 'Open' submittals that they created. 

9 Users with 'Standard' level permissions can update the submittal workflow for submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

10 When a submittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions on the project's Submittals tool can see the submittal only if one or more statements apply:

  • They are designated as the Submittal Manager
  • They are added to the submittal workflow as a Submitter or an Approver.
  • They are included in the distribution list.
  • They have the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver or a Distribution List member.

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Tasks

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

icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Comment to a Task   icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Change the Status of a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Tasks       icon-mindtouch-table-check.png
Delete a Task  icon-mindtouch-table-mobile.png        icon-mindtouch-table-check.png
Edit a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Project's Task List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Project Tasks  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Task  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can add comments to tasks they have created or when they have been designated as the task's assignee.

Users with 'Standard' level permissions can only assign tasks to users with 'Admin' level permissions to the Tasks tool.

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Timesheets (Project Level)

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Add a Site team to an Existing Timesheet You Created

 Web     iOS     Android 

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png
  • Users also need 'Read-only' level permissions or higher on the project's Site teams tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add a Site team to any Existing Timesheet

 Web     iOS     Android 

 

 

 

icon-mindtouch-table-check-gp.png
  • Users also need 'Read-only' level permissions or higher on the project's Site teams tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Add Employees to a Timesheet you Created

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Employees to any Timesheet

 Web     iOS     Android

 

 

 

  icon-mindtouch-table-check.png  

Add Quantities to a Timesheet you Created

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Quantities to Any Timesheet 

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Approve a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Bulk Enter Time in a Timesheet

 Web     iOS     Android

 

 

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Configure Advanced Settings: Project Level Timesheets

 Web

      icon-mindtouch-table-check.png  

Copy Previous Timesheet

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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 Timesheet

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • If adding a Site team, 'Read-only' or higher level permissions are required on the project's Site teams tool.
  • On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished.

Delete a Timesheet You Created

 Web     iOS     Android

 

 

icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Delete Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png

 

 

Delete Budgeted Labour Hours and Budgeted Production Quantities

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Delete Quantities on a Timesheet

 Web

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only delete quantities to timesheets they have created.

Edit a 'Pending' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png Users with granular permissions can in line edit one timesheet at a time.

Edit a Timesheet You Created

 Web     iOS     Android

 

 

  icon-mindtouch-table-check.png   icon-mindtouch-table-check.png  

Edit Any Timesheet

 Web     iOS     Android

        icon-mindtouch-table-check.png  

Edit the Status of a 'Reviewed' Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Edit Quantities on a Timesheet

 Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions must be the creator of ALL the quantities on the timesheet.

Export a Project's Timesheets

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export the Field Production Report

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Export the Labour Budget to Actual Report

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

Import a Unit Quantity Based Budgeted 

 Web

      icon-mindtouch-table-check-gp.png 'Admin' level permissions are required on the project's Admin tool to complete this action.

Review a Timesheet

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets

  icon-mindtouch-table-check-gp.png

  • Review & Edit Timesheets
  icon-mindtouch-table-check.png  

Search for and Filter Project Level Timesheets

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set Up a Daily Reminder for Timesheets

 iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set up a Field Production Report

 Web

      icon-mindtouch-table-check-gp.png

Additional permissions are needed to complete this action:

Sign a Timesheet

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

Sign Timesheets for All Projects

 iOS     Android

  Permissions for this action are set in the company's Timecard tool.  

View a Field Production Report

 Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Labour Budget to Actual Report

 Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 'Read-only' or higher level permissions are required on the project's Reports tool to complete this action.

View a Private Timesheet You Created or are Assigned

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.
 

View a Timesheet (not Private)

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Users who have 'Admin' permissions to the Company Timesheets tool can also see any timesheet.
  • On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

View a Timesheet Entry Signature

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Quantities on a Timesheet

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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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Daywork Sheets

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Transmittals

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add Items to a Transmittal       icon-mindtouch-table-check.png
Add Related Items to a Transmittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Transmittals        icon-mindtouch-table-check.png
Create a Transmittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customise the Column Display in the Transmittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Transmittal       icon-mindtouch-table-check.png
Edit a Transmittal     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Export a Transmittal Letter to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Transmittal Register to CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Transmittal Register to PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Transmittal by Email     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Resize Column Width in the Transmittals Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Transmittal from the Recycle Bin       icon-mindtouch-table-check.png
Search Transmittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Transmittal   icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png+2 icon-mindtouch-table-check.png
View the Email Correspondence for a Transmittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Standard' users can only modify transmittals that they have created.

2 When a transmittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the transmittal only if one or more statements apply:

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