Project Admin Tool - User Permissions

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Project Level Admin

Important

Action	Read Only	Standard	Notes
Activate Budget Codes on a Project	Manage WBS Codes	Manage WBS Codes
Add a Project to a Program
Add and Remove Project Tools	Update Active Tools	Update Active Tools
Add Custom Segments to the Project Budget Code Structure
Add Equipment
Add Segment Items to a Project	Manage Segment Items	Manage Segment Items
Add Spec Sections to the Admin Tool
Add Sub Job Segment Items to a Project	Manage Segment Items	Manage Segment Items
Add Tiered Locations to a Project	Manage Locations	Manage Locations
Allow or Disallow Users to Create Locations within a Tool
Arrange the Project Budget Code Structure	Manage WBS Codes	Manage WBS Codes
Assign an Office Location to a Project	Update General Settings	Update General Settings
Assign a Project to a Different Program	Update General Settings	Update General Settings
Assign Project Cost Codes to Sub Jobs
Change a Project's Status to Active or Inactive	Update General Settings	Update General Settings
Change Your Project's Stage of Construction	Update General Settings	Update General Settings
Change the Name of a Procore Project	Update General Settings	Update General Settings
Change the Project Address	Update General Settings	Update General Settings
Configure General Settings: Project Admin	Update General Settings	Update General Settings
Configure Project Webhooks
Copy Company Cost Codes to a Project	Manage WBS Codes	Manage WBS Codes
Copy Company Segments to a Project
Copy People From One Project to Another	Update General Settings	Update General Settings
Create Your Project's Work Breakdown Structure
Deactivate Budget Codes on a Project	Manage WBS Codes	Manage WBS Codes
Delete Tiered Location from a Project	Manage Locations	Manage Locations
Delete Spec Sections from the Admin Tool
Delete Sub Jobs from a Project	Manage Segment Items	Manage Segment Items
Delete Unused Segment Items from a Project	Manage Segment Items	Manage Segment Items	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
Edit or Add General Project Information	Update General Settings	Update General Settings
Edit Segment Items on a Project	Manage Segment Items	Manage Segment Items	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
Edit Sub Jobs on a Project	Manage Segment Items	Manage Segment Items
Edit Tiered Locations	Manage Locations	Manage Locations
Enable Classifications on a Project
Enable the DocuSign® Integration	Update General Settings	Update General Settings
Enable the Labour Productivity Cost Features for Project Financials
Export Locations	Manage Locations	Manage Locations
Export WBS Segments to CSV	Manage WBS Codes	Manage WBS Codes
Extract Project Data Using Procore Extracts			You must also have Admin level permissions to the Project level tool you want to extract data from.
Generate Locations From Drawings	Manage Locations	Manage Locations
Generate and Print QR Codes for Locations	Manage Locations	Manage Locations
Import Segment Items into your Project Level Admin Tool
Import Spec Sections to the Admin Tool
Manually Create Locations	Manage Locations	Manage Locations
Rearrange the Tool's in the Project Toolbox	Update Active Tools	Update Active Tools
Remove a Project from a Program	Update General Settings	Update General Settings
Remove Segments from the Project Budget Code Structure
Request to Import Segment Items
Request a Multi-tiered Locations Import	Manage Locations	Manage Locations
Search and Filter Locations	Manage Locations	Manage Locations
Set the Project Type	Update General Settings	Update General Settings
Set Up a Labour Budget to Actual Report for the Timesheets Tool			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			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	Update General Settings	Update General Settings
View Item Locations	Manage Locations	Manage Locations	You must also have access to view the item within the tool.
View Locations			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