Permissions
Learn which user permissions are required to take the described actions in this tool.
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 Head Contracts tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add Financial Markup to Prime Contract Change Orders |
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Add a Related Item to a Prime Contract Change Order |
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Approve a Prime Contract |
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Configure Advanced Settings: Prime Contract |
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Create Change Order Request |
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Create Payment Received for a Prime Contract |
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Create Owner Invoices |
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Create a Prime Contract |
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Create a Potential Change Order for a Prime Contract |
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| Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the tool's Settings. | ||
Create a Prime Contract Change Order |
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Create Schedule of Values (SOV) from the Budget |
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Delete a Prime Contract |
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Delete a Prime Contract Change Order |
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Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract |
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Edit a Potential Change Order That I Did Not Create |
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| Users with Standard level permissions edit and update PCOs created by other team members within the project. | ||
Edit Change Orders Created by Others (CCO / PCCO) |
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| Users with 'Standard' level permissions can edit any Commitment Change Order (CCO) or Prime Contract Change Order (PCCO), even ones created by others. | ||
Edit a Prime Contract (Not Private) |
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Edit a Prime Contract (Private) |
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| Users with 'Read Only' and 'Standard' level permissions must also be added to the 'Private' drop-down list on the prime contract. | |
Edit the Advanced Settings on a Prime Contract |
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Email Owner Invoices |
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Email a Potential Change Order for a Prime Contract |
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Email Prime Contract |
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Enable Financial Markup on a Prime Contract |
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Export Owner Invoices |
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Export a Prime Contract (PDF) |
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Export a Prime Contract (DOCX) |
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Export Data (PDF/CSV) |
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| Users with 'Standard' and 'Read Only' level permissions can now export contract listings, detailed Schedules of Values (SOVs), and change order registers as PDF or CSV files. | |
Filter Prime Contract Change Orders |
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Import a Prime Contract CSV |
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Remove a Change Order from a Prime Contract |
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Search for and Add Filters to Prime Contracts |
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Set Up a Prime Contract |
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Send for E-Signature |
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| Users with 'Standard' level permissions can now send contracts, purchase orders, and change orders directly for e-signature using integrated providers such as DocuSign. | ||
Update Project Level Settings |
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| Users with 'Standard' level permissions can modify project-specific tool configurations such as Always Editable Schedule of Values [AESOV], default distribution lists, and display settings) without requiring Company or Project Admin permissions. | ||
Update Privacy Settings |
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| Standard users has the ability to toggle the privacy status on an individual prime contract. For example, marking records as Private or Public to project team members. | ||
View Attachments |
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| Users with 'Standard' and 'Read Only' level permissions can view and download files attached to contract headers, change orders, and line items. | |
View Prime Contract (Not Private) |
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View Prime Contract (Private) (Option 1) |
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| Users with 'Read Only' and 'Standard' level permissions must also be the contract's Creator or on the View Private list. | |
View Prime Contract (Private) (Option 2) |
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View Prime Contract Line Items (Not Private) |
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View Prime Contract Line Items (Private) (Option 1) |
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| Users with 'Read Only' and 'Standard' level permissions must be the contract's Creator, or listed on the Private Access List, with the 'Allow these non-admin users to view SOV items' option checked on the contract. | |
View Prime Contract Line Items (Private) (Option 2) |
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View the Change History of a Prime Contract |
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View Change History on Change Orders Web |
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