Permissions
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Commitments tool?
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add a Line Item to a Commitment's Schedule of Values |
| ||||
Add a New Payment to the Payments Issued Tab of a Commitment |
| ||||
Add a Related Item to a Purchase Order or Subcontract (Legacy) |
| ||||
Add a Related Item to a Commitment Change Order |
| ||||
Add Financial Markup to Commitment Change Orders |
| ||||
Add Invoice Contacts to a Purchase Order or Subcontract |
| ||||
Add Invoice Contacts to a Purchase Order or Subcontract (Legacy) |
| ||||
Allow Collaborators to Submit Field-Initiated Change Orders |
| ||||
Approve and Sign a Subcontract |
| ||||
Change the Privacy Settings for a Commitment |
|
|
| ||
Complete a Commitment Contract with DocuSign® |
| A DocuSign® account is required. | |||
Complete a Commitment Change Order with DocuSign® |
|
| |||
Configure Settings: Commitments |
| ||||
Configure the Default Privacy Settings for New Commitments |
| ||||
Configure the Number of Commitment Change Order Tiers |
| ||||
Create a Change Order Request for a Commitment |
|
| |||
Create a Commitment Change Order |
| ||||
Create a Commitment Potential Change Order from a Change Event |
|
| For users with 'Standard' level permissions, the following must also be true:
| ||
Create a Purchase Order (Legacy) |
|
|
| ||
Create a Purchase Order and See or Enter SOV (Legacy) |
|
| For 'Standard' level users, the 'Allow Users to See SOV Items' setting must be enabled and your name must be selected in the 'Select a Person' drop-down list | ||
Create a Subcontract (Legacy) |
|
|
| ||
Create a Subcontractor Invoice for the Release of Retainage Before or After the Current Billing Period Legacy Web |
| ||||
Create a Subcontractor Invoice for the Release of Retainage During the Current Billing Period (Legacy)Web |
|
| 'Standard' level users must also be listed as the Invoice Contact on the Commitment. | ||
Create an Invoice on Behalf of an Invoice Contact (Legacy) |
|
| 'Standard' level users must also have one of the following designations:
| ||
Create an Invoice on Behalf of an Invoice Contact |
|
| 'Standard' level users must also have one of the following designations:
| ||
Delete a Purchase Order or Subcontract |
| ||||
Delete a Commitment Synced with an Integrated ERP System |
| Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. | |||
Delete a Subcontractor Invoice in any Status |
| ||||
Delete a Subcontractor Invoice in a 'Draft' or 'Revise and Resubmit' Status |
|
| |||
Edit a Commitment |
|
|
| ||
Edit a Commitment Schedule of Values (SOV) |
|
| |||
Edit a Purchase Order (Legacy) |
|
|
| ||
Edit a Purchase Order (Legacy) |
|
|
| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
Edit a Subcontract (Legacy) |
|
|
| ||
Edit a Subcontract (Legacy) |
|
|
| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
Edit a Commitment Synced with an Integrated ERP System |
|
|
| ||
Edit the Advanced Settings Tab on a Commitment |
| ||||
Email a Commitment |
|
| |||
Edit a Commitment Schedule of Values | |||||
Enable Financial Markup on a Commitment |
| ||||
Enable or Disable the Subcontractor SOV Tab on a Commitment |
| ||||
Enable or Disable the Subcontractor SOV Tab on the Commitments Tool |
| ||||
Enable the Payments Issued Tab on a Commitment |
| ||||
Enable Retainage on a Commitment |
|
|
| ||
Enable Sliding Scale Retention Rules on a Commitment's Invoices |
| ||||
Enable the Payments Issued Tab on a Commitment |
| ||||
Export a Commitment Change Order to an Integrated ERP System |
| ||||
Export a Commitment to an Integrated ERP System |
| ||||
Export a Commitment to a DOCX File |
| ||||
Export a Commitment to a PDF |
|
|
| Users with 'Standard' or 'Read-Only' permissions also need the following designations:
| |
Export a Commitments List |
|
|
| 'Read Only' or 'Standard' level permissions must be designated member of the 'Privacy' drop-down list on the commitment. | |
Export a Payment Schedule |
| ||||
Import Commitment SOV Line Items from a CSV File |
|
|
| ||
Request to Reset a Commitment Synced with an Integrated ERP System |
| ||||
Review a Subcontractor SOV for a Commitment |
| ||||
Review Invoices as a Subcontractor Web |
| Users must also be listed as the 'Invoice Contact' on the commitment. | |||
Review Subcontractor Invoices as an Admin |
| ||||
Retrieve a Commitment from ERP Web |
| ||||
Search for and Apply Filters to Commitments |
|
|
| ||
Send a Commitment Change Order to ERP Integrations for Accounting Acceptance |
| ||||
Send a Commitment to ERP Integrations for Accounting Acceptance |
| ||||
Set or Release Retainage on a Subcontractor Invoice |
|
| 'Standard' level users must also have one of the following designations:
| ||
Submit a Field-Initiated Change Order as a Collaborator |
|
| Users also need 'Read Only' level permissions or higher to the Change Orders tool with the relevant granular permission. | ||
Submit a New Invoice as an Invoice Contact |
|
|
| 'Standard' level users must also have one of the following designations:
| |
Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool |
|
| The user must also be the 'Invoice Contact' for the commitment. | ||
View a Purchase Order (Not Private) |
|
|
| ||
View a Purchase Order (Private) |
|
|
| ||
View a Purchase Order (Private) |
|
|
| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
View a Subcontract (Not Private) |
|
|
| ||
View a Subcontract (Private) |
|
|
| ||
View a Subcontract (Private) |
|
|
| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
View Inclusions/Exclusions for Subcontracts (Not Private) WebiOS Android |
|
|
| ||
View Inclusions/Exclusions for Subcontracts (Private) WebiOS Android |
|
|
| ||
View Inclusions/Exclusions for Subcontracts (Private) WebiOS Android |
|
|
| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
View the Change History of a Commitment Web |
|