Permissions

Portfolio

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

Task	None	Read Only	Standard	Admin
Add Favorites to the Company Tools Menu
Add Filters to the Portfolio Views
Apply a Project Template to a New Project
Change Your Password
Configure a Project Template
Configure Advanced Settings: Portfolio
Create a New Project		*	*	*
Create Custom Portfolio Reports
Edit a Project Template
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 Favorites
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
View My Open Items in the Portfolio Tool
View the Health Dashboard in the Portfolio Tool

* 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.