Permissions
Legacy
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.
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' |
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Create a Cost Tracker Column Configuration in Portfolio Financials |
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Create a Project Cost Reporting View in Portfolio Financials |
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Enable Daily Digest Emails for Portfolio Financials and Capital Planning |
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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' |
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Bid Room
The following table highlights which user permissions are required to perform the described user action.
Contract Room
The following table highlights which user permissions are required to perform the described user action.
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' |
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Associate an Allocation Rule with an Item in Portfolio Financials |
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Enable Cost Allocations and Components for a Project in Portfolio Financials |
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Cost Tracker
The following table highlights which user permissions are required to perform the described user action.
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' |
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Add Comments for Projects from the Dashboard in Portfolio Financials |
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Mark a Project as Complete from the Dashboard in Portfolio Financials |
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Documents
The following table highlights which user permissions are required to perform the described user action.
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' |
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Apply a Milestone Template to a Project in Portfolio Financials |
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View Revision History for Milestones in Portfolio Financials |
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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' |
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Add Contacts as References for Vendors in Portfolio Financials |
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Planning
The following table highlights which user permissions are required to perform the described user action.
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' |
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Configure and Export a Project Cost Report in Portfolio Financials |
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Enable Tenant Improvement Allowance for a Project in Portfolio Financials |
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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' |
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Change the Project Manager for a Project in Portfolio Financials |
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Manage Bid Room Access for a Project Team Member in Portfolio Financials |
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Manage Permissions for Project Team Members in Portfolio Financials |
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View the Project Team |
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Reporting
The following table highlights which user permissions are required to perform the described user action.
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' |
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Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project |
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Decline an Invitation to Bid for a Portfolio Financials Project |
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Message the Project Team from the Bid Room for a Portfolio Financials Project |
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