Permissions
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Portfolio Tutorials | None | Read Only | Standard | Admin | Notes |
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Add Project Notes |
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Change Your Account Language |
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Change Your Login ID Email Address |
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Change Your Password |
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Configure a Project Template |
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Configure the Add Filter Options for the Portfolio Tool |
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Configure the Financial Health Section for the Health Dashboard |
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Create a New Project |
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Export a List of Projects from the Company Portfolio (All) |
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Export a List of Projects from the Company Portfolio (You Belong To) |
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| You must be added to the project. | ||
Export 'My Open Items' List for a Company Account |
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Filter Portfolio Views |
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Manage 'My Profile Settings' |
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Revoke Access for Connected Apps |
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Search the Company Portfolio for Projects |
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Set the Dashboard View Permissions |
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Show Projects on in Map View from the Portfolio Tool |
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Switch Between Financial Project Views |
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Switch Between Views in the Projects List | |||||
View Active Projects |
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| Users with 'Standard' or 'Read Only' permissions can only see projects they belong to. | |
View Inactive Projects |
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| 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 |
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View the Executive Dashboard in the Portfolio Tool (Option 1) |
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| Permissions are based on the Portfolio tool's permissions configurations for the Executive Dashboard. | |
View the Executive Dashboard in the Portfolio Tool (Option 2) |
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| 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) |
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| 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 |
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View the Health Dashboard in the Portfolio Tool (Financial Health Section) |
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