Portfolio
Saiba quais são as permissões de usuário necessárias para executar as ações descritas nesta ferramenta.
Some actions that impact this tool are done in other Procore tools.
Permissions
| | A ação está disponível no aplicativo do Procore para Web, iOS e/ou Android. Clique para visualizar o artigo.
Os usuários podem executar a ação com esse nível de permissão.
Os usuários podem executar essa ação com esse nível de permissão E um ou mais requisitos adicionais, como permissões granulares.
Portfolio Tutorials | None | Read Only | Standard | Admin | Notes |
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Add Project Notes from Procore Home |
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Apply a Project Template to a New Project |
+ Enable the 'Allow Users to Create New Projects' setting in the Company Directory. |
+ Enable the 'Allow Users to Create New Projects' setting in the Company Directory. |
| 'Admin' level users of the company's Directory tool can also take this action with no additional permissions. | |
Bulk Create Projects |
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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 Concept Project |
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Create a New Project |
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Delete Hub Cards in Procore Home |
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Edit Procore Home |
| You must also have 'Admin' level permissions to the Company Directory. | |||
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 Favorite Insights |
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| You must have permission to view the Insight. | |
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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| Users with 'Standard' or 'Read Only' permissions can only see projects they belong to. | |
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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View the Project Dates Variance Hub Card |
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Update Project Milestone Dates in the Project Dates Variance Hub Card |
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