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Procore

Portfolio Financials and Capital Planning User Permissions Matrix

User Permissions Matrix

 Note
This User Permissions Matrix is specific to the Portfolio Financials and Capital Planning products in Procore. Reach out to your Procore point of contact for more information. 

The following reference page is a comprehensive breakdown of user actions along with the specific user permissions that are required to be able to perform that action in the Portfolio Financials and Capital Planning products in Procore.

  • A green checkmark  icon_checkmark_h17.png  indicates that users of this permission level can perform the action.
  • A gray checkmark    indicates that users of this permission level can perform the action if they have access to the item or if they created it themselves. 

Click a topic below to view the associated permissions:


Account and Company Settings

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Approval Workflows

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Bid Room

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Contract Room

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Cost Allocations

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Cost Tracker

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Dashboard

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Documents

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Milestones

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Our Team and Vendors

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Planning

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Project Page

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Project Team

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Reporting

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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Vendor Actions

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

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Create a Cost Tracker Column Configuration in Portfolio Financials        
Create a Project Cost Reporting View in Portfolio Financials        
Enable Daily Digest Emails for Portfolio Financials and Capital Planning      
Update Your Profile in Portfolio Financials and Capital Planning

 

 


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