Project Admin Tool - User Permissions

Project Level Admin

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

NEW : Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

BETA : Indicates the task requires you to contact your Procore point of contact to participate in the Beta program. 

 : 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
BETA Activate Budget Codes on a Project		+	+
Add a Project to a Program		+	+
Add and Remove Project Tools		+	+
NEW Add Custom Segments to the Project Budget Code Structure
Add Equipment
NEW Add Segment Items to a Project		+	+
Add Spec Sections to the Admin Tool
NEW Add Sub Job Segment Items to a Project		+	+
Add Tiered Locations to a Project		+	+
Add Sage 300 CRE Standard Cost Codes to a Project
Allow or Disallow Users to Create Locations within a Tool		+	+
NEW Arrange the Project Budget Code Structure
Assign an Office Location to a Project		+	+
Assign a Project to a Different Program		+	+
NEW Assign Project Cost Codes to Sub Jobs
Change a Project's Status to Active or Inactive		+	+
Change Your Project's Stage of Construction		+	+
Change the Name of a Procore Project		+	+
Change the Project Address		+	+
Close Out a Project
Configure General Settings: Project Admin		+	+
Configure Project Webhooks
NEW Copy Company Cost Codes to a Project
NEW Copy Company Segments to a Project
Copy People From One Project to Another		+	+
NEW Create Your Project's Work Breakdown Structure
BETA Deactivate Budget Codes on a Project		+	+
Delete Tiered Location from a Project		+	+
Delete Spec Sections from the Admin Tool
NEW Delete Sub Jobs from a Project		+	+
NEW Delete Unused Segment Items from a Project		+	+
Edit an Existing Budget View
Edit or Add General Project Information		+	+
NEW Edit Segment Items on a Project		+	+
Edit Spec Sections in the Admin Tool
NEW Edit Sub Jobs on a Project		+	+
Edit Tiered Locations		+	+
Enable Classifications on a Project
Enable ERP Job Cost Transaction Syncing on a Procore Project		+	+
Enable the DocuSign Integration		+	+
Enable the Labour Productivity Cost Features for Project Financials
Export Locations		+	+
NEW Export Segments to CSV		+	+
Extract Project Data Using Procore Extracts				1
Generate and Print QR Codes for Locations		+	+
Import Segment Items into your Project Level Admin Tool
Import Spec Sections to the Admin Tool
Rearrange the Tool's in the Project Toolbox		+	+
Refresh ERP Cost Codes on a Project
Remove a Project from a Program		+	+
NEW Remove Segments from the Project Budget Code Structure
Request to Import Segment Items
Request a Multi-tiered Locations Import		+	+
Set the Project Type		+	+
Set Up a Labour Budget to Actual Report for the Timesheets Tool				2
Set User Permissions for the Project Admin Tool				3
Upload a Project Logo		+	+

¹ You must have 'Admin' permissions to the Project level tool that you want to extract data from.

² The Project level Timesheets tool must also be enabled. 

³ 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.