Portfolio - User Permissions

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
Add Filters to the Portfolio Views
Add Project Notes
Apply a Project Template to a New Project				1
Change Your Password
Configure a Project Template
Configure Advanced Settings: Portfolio
Create a New Project		1	1	1
Create Custom Portfolio Reports
Export a List of Projects from the Company Portfolio
Export Your 'My Open Items' List for a Company Account
Revoke Access for Connected Apps
Search the Company Portfolio for Projects
Set the Dashboard View Permissions
Set Up and Manage Your Favourites
Set User Permissions for the Portfolio Tool
Show Projects on Google Maps from the Portfolio Tool
Switch Between Financial Project Views
Switch Between the Portfolio Views
Track Important Project Dates
Upload Your Avatar or Profile Photo to Procore
View Inactive Projects		3	3	3
View My Open Items in the Portfolio Tool
View the Health Dashboard in the Portfolio Tool

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.