権限
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。
Important
Some actions that impact this tool are done in other Procore tools.
||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。
What granular permissions are available for the project's Commitments tool?
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add a Line Item to a Commitment's Schedule of Values |
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Add a New Payment to the Payments Issued Tab of a Commitment |
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Add a Related Item to a Purchase Order or Subcontract (Legacy) |
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Add a Related Item to a Commitment Change Order |
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Add Financial Markup to Commitment Change Orders |
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Add Invoice Contacts to a Purchase Order or Subcontract |
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Add Invoice Contacts to a Purchase Order or Subcontract (Legacy) |
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Allow Collaborators to Submit Field-Initiated Change Orders |
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Approve and Sign a Subcontract |
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Change the Privacy Settings for a Commitment |
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Complete a Commitment Contract with DocuSign® |
| A DocuSign® account is required. | |||
Complete a Commitment Change Order with DocuSign® |
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Configure Settings: Commitments |
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Configure the Default Privacy Settings for New Commitments |
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Configure the Number of Commitment Change Order Tiers |
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Create a Change Order Request for a Commitment |
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Create a Commitment Change Order |
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Create a Commitment Potential Change Order from a Change Event |
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| For users with 'Standard' level permissions, the following must also be true:
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Create a Purchase Order (Legacy) |
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Create a Purchase Order and See or Enter SOV (Legacy) |
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| For 'Standard' level users, the 'Allow Users to See SOV Items' setting must be enabled and your name must be selected in the 'Select a Person' drop-down list | ||
Create a Subcontract (Legacy) |
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Create a Subcontractor Invoice for the Release of Retainage Before or After the Current Billing Period Legacy Web |
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Create a Subcontractor Invoice for the Release of Retainage During the Current Billing Period (Legacy)Web |
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| 'Standard' level users must also be listed as the Invoice Contact on the Commitment. | ||
Create an Invoice on Behalf of an Invoice Contact (Legacy) |
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| 'Standard' level users must also have one of the following designations:
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Create an Invoice on Behalf of an Invoice Contact |
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| 'Standard' level users must also have one of the following designations:
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Delete a Purchase Order or Subcontract |
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Delete a Commitment Synced with an Integrated ERP System |
| Commitments synced with an integrated ERP system cannot be deleted until they are unlinked. | |||
Delete a Subcontractor Invoice in any Status |
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Delete a Subcontractor Invoice in a 'Draft' or 'Revise and Resubmit' Status |
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Edit a Commitment |
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Edit a Commitment Schedule of Values (SOV) |
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Edit a Purchase Order (Legacy) |
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Edit a Purchase Order (Legacy) |
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| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
Edit a Subcontract (Legacy) |
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Edit a Subcontract (Legacy) |
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| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
Edit a Commitment Synced with an Integrated ERP System |
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Edit the Advanced Settings Tab on a Commitment |
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Email a Commitment |
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Edit a Commitment Schedule of Values | |||||
Enable Financial Markup on a Commitment |
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Enable or Disable the Subcontractor SOV Tab on a Commitment |
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Enable or Disable the Subcontractor SOV Tab on the Commitments Tool |
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Enable the Payments Issued Tab on a Commitment |
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Enable Retainage on a Commitment |
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Enable Sliding Scale Retention Rules on a Commitment's Invoices |
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Enable the Payments Issued Tab on a Commitment |
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Export a Commitment Change Order to an Integrated ERP System |
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Export a Commitment to an Integrated ERP System |
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Export a Commitment to a DOCX File |
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Export a Commitment to a PDF |
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| Users with 'Standard' or 'Read-Only' permissions also need the following designations:
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Export a Commitments List |
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| 'Read Only' or 'Standard' level permissions must be designated member of the 'Privacy' drop-down list on the commitment. | |
Export a Payment Schedule |
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Import Commitment SOV Line Items from a CSV File |
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Request to Reset a Commitment Synced with an Integrated ERP System |
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Review a Subcontractor SOV for a Commitment |
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Review Invoices as a Subcontractor Web |
| Users must also be listed as the 'Invoice Contact' on the commitment. | |||
Review Subcontractor Invoices as an Admin |
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Retrieve a Commitment from ERP Web |
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Search for and Apply Filters to Commitments |
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Send a Commitment Change Order to ERP Integrations for Accounting Acceptance |
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Send a Commitment to ERP Integrations for Accounting Acceptance |
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Set or Release Retainage on a Subcontractor Invoice |
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| 'Standard' level users must also have one of the following designations:
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Submit a Field-Initiated Change Order as a Collaborator |
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| Users also need 'Read Only' level permissions or higher to the Change Orders tool with the relevant granular permission. | ||
Submit a New Invoice as an Invoice Contact |
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| 'Standard' level users must also have one of the following designations:
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Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool |
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| The user must also be the 'Invoice Contact' for the commitment. | ||
View a Purchase Order (Not Private) |
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View a Purchase Order (Private) |
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View a Purchase Order (Private) |
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| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
View a Subcontract (Not Private) |
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View a Subcontract (Private) |
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View a Subcontract (Private) |
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| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
View Inclusions/Exclusions for Subcontracts (Not Private) WebiOS Android |
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View Inclusions/Exclusions for Subcontracts (Private) WebiOS Android |
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View Inclusions/Exclusions for Subcontracts (Private) WebiOS Android |
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| 'Read Only' and 'Standard' users without the granular permissions must also be a member of the 'Private' list. | |
View the Change History of a Commitment Web |
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