Permissions Matrix

Portfolio

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.

Portfolio Tutorials Action	None	Read Only	Standard	Admin	Notes
Add Favorites to the Company Tools Menu Web
Add Filters to the Portfolio Views Web
Add Project Notes Web
Apply a Project Template to a New Project Web					Users must also have the setting marked to allow them to create projects. 'Admin' level users of the company's Directory tool can also take this action with no additional permissions.
Change Your Password Web
Configure a Project Template Web
Configure Advanced Settings: Portfolio Web
Create a New Project Web					Users must also have the setting marked to allow them to create projects. 'Admin' level users of the company's Directory tool can also take this action with no additional permissions.
Export a List of Projects from the Company Portfolio Web
Export Your 'My Open Items' List for a Company Account Web
Revoke Access for Connected Apps Web
Search the Company Portfolio for Projects Web
Set the Dashboard View Permissions Web
Set Up and Manage Your Favorites Web
Set User Permissions for the Portfolio Tool Web
Show Projects on Google Maps from the Portfolio Tool Web
Switch Between Financial Project Views Web
Switch Between the Portfolio Views Web
Upload Your Avatar or Profile Photo to Procore Web
View Inactive Projects Web					Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.
View My Open Items in the Portfolio Tool Web
View the Health Dashboard in the Portfolio Tool Web