Which Procore tools support Granular Permissions?
Answer
Supported Tools
You can assign granular task permissions to a new or existing permission template for these Project level tools in Procore. To learn about the tasks associated with these permissions, see Grant Granular Permissions in a Permission Template.
| Tool | Available Granular Permission Checkbox |
|---|---|
| Admin | Manage General |
| Manage Cost Codes | |
| Manage Active Tools | |
| Manage Locations | |
| Tendering | Create Tender Notes |
| Edit Tender Notes | |
| Delete Tender Notes | |
| Budget | Import Budget From file |
| Create and Edit Original Budget Amount | |
| View Direct Cost Details | |
| Delete Budget Line Items | |
| Lock Budget | |
| Send and Retrieve Budgets from ERP | |
| Commitments | View Private Purchase Orders |
| View Private Subcontracts | |
| Create Purchase Order | |
| Create Subcontract | |
| Update Purchase Order | |
| Update Subcontract | |
| Crews | Note: The 'Update Contacts (Only Applicable if Timesheets is Enabled).' granular permission is in the Directory Tool. |
| Daily Log | Collaborator Entry Only |
| Standard Users Can Edit and Delete Own Entries | |
| Directory | Add from Company Directory (Assignable Permission Templates Only) |
| Assign Project Roles | |
| Create and Edit Users (Assignable Permission Templates Only) | |
| Create and Edit Companies | |
| Create and Edit Distribution Groups | |
| Create Contacts (Only Applicable if Timesheets is enabled) | |
| Manage Permission Templates (Assignable Only) | |
| Remove User from a Project | |
| Remove Company from a Project | |
| Request Company and People Imports | |
| View Company Insurance Information | |
| Update Contacts (Only Applicable if Timesheets is Enabled) | |
| Direct Costs | Create Direct Cost |
| Update Direct Cost | |
| Delete Direct Cost | |
| Documents | Access Private Folders and Files |
| Rename Folders and Files | |
| Move and Copy Files and Folders | |
| Set Permissions | |
| Delete Folders and Files | |
| See Recycle Bin | |
| Drawings | Upload Drawings |
| Upload and Review Drawings | |
| Incidents | Note: The 'Create Contacts (Only Applicable if Timesheets or Incidents is Enabled)' granular permission is in the Directory Tool. |
| Observations | View private Observations assigned to users within same company. |
| Update status and comment on Observations assigned to users within same company. | |
| Can Assign Standard Users to Observations | |
| Prime Contracts | Create Prime Contract |
| Update Prime Contract | |
| Delete Prime Contract | |
| View Owner Invoice Detail | |
| Deficiency List | View Private Deficiency List Items Assigned to Users within Same Company |
| Respond to Deficiency List Items Assigned to Users Within the Same Company | |
| RFIs | Act as RFI Manager |
| Mark Official Responses | |
| View Private RFIs Associated to Users within Same Company | |
| Schedule | Update Task Completion Percentages |
| Submittals | Create Submittals |
| Create Submittal Packages | |
| View Private Submittals Associated to Users within Same Company | |
| Transmittals | View Private Transmittals Associated to Users within Same Company |