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。
大事な
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 Submittals tool?
Submittals Tutorials | None | Read Only | Standard | Admin | |
|---|---|---|---|---|---|
Add a Related Item to a Submittal |
| ||||
Add a Related Item to a Submittal Package |
| ||||
Add a Submitter and Approvers to the Submittal Workflow |
|
| |||
Add an Existing Submittal to a Submittal Package |
| ||||
Apply a Submittal Workflow Template to a Submittal |
|
|
| ||
Bulk Edit Submittals in a Package |
| ||||
Bulk Review Submittals in a Package |
|
| |||
Change the Ball in Court on a Submittal |
| ||||
Close a Submittal |
| ||||
Configure Advanced Settings: Submittals Tool |
| ||||
Create Custom Submittal Log Statuses |
| ||||
Create Custom Submittal Responses |
| ||||
Create a Bluebeam Studio Session |
| The Procore + Bluebeam integration is required. | |||
Create a Custom Submittals Report (Any) |
| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | |||
Create a Custom Submittals Report (Personal) |
|
| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | ||
Create a New Submittal in a Submittal Package |
| ||||
Create a Submittal |
|
|
| ||
Create a Submittal Package |
|
|
| ||
Create a Submittal Revision for Any Submittal |
| ||||
Create a Submittal Revision for Submittals You Created |
|
|
| ||
Customize the Column Display in the Submittals Tool |
|
|
| ||
Delete a Custom Submittal Report |
| ||||
Delete a Submittal |
| ||||
Delete a Submittal Package |
| ||||
Designate the 'Default Submittal Manager' for the Submittals Tool |
| ||||
Distribute a Submittal |
| ||||
Distribute the Submittals in a Package |
| ||||
Download a Submittal's Attachments |
|
|
| ||
Edit a Custom Submittal Report (Any) |
| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | |||
Edit a Custom Submittal Report (Personal) |
|
| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | ||
Edit a Submittal (Any Creator or Status) |
|
| 'Standard' level users can edit certain fields when they are the Submittal Manager. | ||
Edit a Submittal You Created ('Open' and 'Draft') |
|
|
| Users with the granular permission can only edit certain fields. | |
Edit a Submittal Package |
| ||||
Edit a Submittal Response |
| ||||
Enable Submittals Schedule Calculations |
| ||||
Enable the Submittals Tool |
| ||||
Export a Custom Submittals Report |
|
|
| ||
Export a Submittal |
|
|
| ||
Export the Submittals Log |
|
|
| ||
Finalize a Bluebeam Studio Session |
| The Procore + Bluebeam integration is required. | |||
Forward a Submittal by Email |
|
| |||
Forward a Submittal for Review |
|
| |||
Generate a PDF of a Submittal in a List |
|
|
| ||
Generate a QR Code for a Submittal |
|
|
| ||
Manage Personal Submittal Markup Stamps |
|
| |||
Manage Submittal Workflow Templates |
| ||||
Mark a Submittal as Private |
| ||||
Perform Bulk Actions on a Submittal |
| ||||
Redistribute a Submittal |
|
| |||
Remove a Submitter or Approver from the Submittal Workflow (Any Creator or Status) |
|
| 'Standard' level users must also be the Submittal Manager. | ||
Remove a Submitter or Approver from the Submittal Workflow for Submittals you Created ('Draft' and 'Open') |
|
|
| ||
Resend the Submittals in a Package for Review |
| ||||
Resize the Column Width in the Submittals Log |
|
|
| ||
Respond to a Forwarded Submittal as a Reviewer |
|
| |||
Respond to a Submittal as an Approver |
|
| |||
Respond to an Action Required Email for a Submittal Package as an Approver |
|
| |||
Retrieve a Submittal from the Recycle Bin |
| ||||
Review Submittal PDF Attachments |
|
| |||
Scan a Submittal QR Code |
|
|
| ||
Search and Filter for Submittals |
|
|
| ||
Send a Completed Submittals Import Template to Procore |
| ||||
Send the Submittals in a Package for Review |
| ||||
Set Up Submittal Schedule Calculations |
|
| |||
Share a Custom Submittal Report (Any) |
|
| Users also need 'Read Only' level permission or higher on the project's 360 Reporting tool. | ||
Share a Custom Submittal Report (Personal) |
|
| Users also need 'Read Only' level permission or higher on the project's 360 Reporting tool. | ||
Switch Between Submittals Views |
|
|
| ||
Upload and Submit a Submittal |
|
| |||
Use Bulk Actions > Apply Workflow in the Submittals Tool |
| ||||
Use Bulk Actions > Delete in the Submittals Tool |
| ||||
Use Bulk Actions > Edit in the Submittals Tool |
| ||||
Use Bulk Actions > Retrieve in the Submittals Tool |
| ||||
View a Submittal (Not Private) |
|
|
| ||
View a Submittal (Private) |
|
|
| 'Read Only' and 'Standard' level users can view private submittals if they are the Creator, Submittal Manager, in the Submittal Workflow as a Submitter or Approver, or on the Distribution List. | |
View a Submittal for Users within the Same Company (Private) |
|
|
| For users with 'Read Only' and 'Standard' permissions, you or a user at your company must be the submittal's Creator, Submittal Manager, in the Submittal Workflow as a Submitter or Approver, or on the Distribution List. | |
View a Submittal Package |
|
|
| ||
View Submittal Attachments |
|
|
| ||
View the Submittal Approvers Response Time Report |
|