Portfolio
Découvrez quelles autorisations d’utilisateur sont nécessaires pour effectuer les actions décrites dans cet outil.
Important
Some actions that impact this tool are done in other Procore tools.
Permissions
| | L’action est disponible sur l’application Web, iOS et/ou Android de Procore. Cliquez ici pour voir l’article.
Les utilisateurs peuvent effectuer l’action avec ce niveau d’autorisation.
Les utilisateurs peuvent effectuer cette action avec ce niveau d’autorisation ET une ou plusieurs exigences supplémentaires, telles que des autorisations granulaires.
Portfolio Tutorials | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add Favorites to the Company Tools Menu |
|
|
| ||
Add Filters to the Portfolio Views |
|
|
| ||
Add Project Notes |
| ||||
Apply a Project Template to a New Project |
|
|
|
| |
Change Your Password |
|
|
| ||
Configure a Project Template |
| ||||
Configure Advanced Settings: Portfolio |
| ||||
Create a New Project |
|
|
|
| |
Export a List of Projects from the Company Portfolio |
|
|
| ||
Export Your 'My Open Items' List for a Company Account |
|
|
| ||
Revoke Access for Connected Apps |
|
|
| ||
Search the Company Portfolio for Projects |
|
|
| ||
Set the Dashboard View Permissions |
| ||||
Set Up and Manage Your Favorites |
|
|
| ||
Set User Permissions for the Portfolio Tool |
| ||||
Show Projects on Google Maps from the Portfolio Tool |
|
|
| ||
Switch Between Financial Project Views |
| ||||
Switch Between the Portfolio Views |
|
|
| ||
Upload Your Avatar or Profile Photo to Procore |
|
|
| ||
View Inactive Projects |
|
|
| 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 |
|
|
| ||
View the Health Dashboard in the Portfolio Tool |
|