Portfolio
このツールで説明されているアクションを実行するために必要なユーザー権限について説明します。
大事な
Some actions that impact this tool are done in other Procore tools.
Permissions
||このアクションは、Procore のウェブ、iOS、Android アプリケーションで利用できます。クリックすると記事が表示されます。
ユーザーは、この権限レベルでアクションを実行できます。
ユーザーは、この権限レベルと、 アクセス権限などの 1 つ以上の追加要件を使用して、このアクションを実行できます。
Portfolio Tutorials | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add Project Notes |
| ||||
Change Your Account Language |
|
|
| ||
Change Your Login ID Email Address |
|
|
| ||
Change Your Password |
|
|
| ||
Configure a Project Template |
| ||||
Configure the Add Filter Options for the Portfolio Tool |
| ||||
Configure the Financial Health Section for the Health Dashboard |
| ||||
Create a New Project |
|
|
|
| |
Export a List of Projects from the Company Portfolio (All) |
| ||||
Export a List of Projects from the Company Portfolio (You Belong To) |
|
| You must be added to the project. | ||
Export 'My Open Items' List for a Company Account |
|
|
| ||
Filter Portfolio Views |
|
|
| ||
Manage 'My Profile Settings' |
|
|
| ||
Revoke Access for Connected Apps |
|
|
| ||
Search the Company Portfolio for Projects |
|
|
| ||
Set the Dashboard View Permissions |
| ||||
Show Projects on in Map View from the Portfolio Tool |
|
|
| ||
Switch Between Financial Project Views |
| ||||
Switch Between Views in the Projects List | |||||
View Active Projects |
|
|
| Users with 'Standard' or 'Read Only' permissions can only see projects they belong to. | |
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 Executive Dashboard in the Portfolio Tool (Option 1) |
|
|
| Permissions are based on the Portfolio tool's permissions configurations for the Executive Dashboard. | |
View the Executive Dashboard in the Portfolio Tool (Option 2) |
|
|
| Users must also have 'Read Only' level permissions or higher to the Company 360 Reporting tool. | |
View the Executive Dashboard in the Portfolio Tool (Option 3) |
|
|
| Users must also have 'Admin' level permissions to the project's Admin tool to view the Executive Dashboard for those projects. | |
View the Financial Views in the Portfolio Tool |
| Users also need 'Admin' level permissions to the project's Budget, Prime Contracts, and Commitments tools. | |||
View the Health Dashboard in the Portfolio Tool |
|
|
|
| |
View the Health Dashboard in the Portfolio Tool (Financial Health Section) |
|
|
|
|