Ver una vista previa resumida de una factura de propietario (Beta)

Contexto

La vista previa de resumen le permite inspeccionar una factura del propietario utilizando los datos de su proyecto real. 

Aspectos para tener en cuenta

• Permisos de usuario requeridos:
  • Permisos de nivel "Administrador" en la herramienta Contratos primarios del proyecto. 

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
    • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.