Permissões
Saiba quais são as permissões de usuário necessárias para executar as ações descritas nesta ferramenta.
Important
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.
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add 3D Model Takeoffs |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Add 3D Model Takeoffs Using Auto-Mapping |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Add an Estimate |
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Add and Manage Internal Notes in a Bid Board Project |
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Add and Manage Tasks in a Bid Board Project |
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Add Adjustments to an Estimate |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog |
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| Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | ||
Add a Change Order for an Estimate |
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| Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
Add Notes to Individual Line Items on an Estimate |
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Assign a Budget Code from an Estimate |
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Configure Columns for an Estimate |
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Configure Estimating Tool Settings |
| Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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Copy or Move a Group to Another Estimate |
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Copy a Takeoff Group |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Copy Takeoff Layers |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Create a Prime Contract from an Estimate |
| Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Create a Purchase Order from an Estimate |
| Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Delete Documents from a Bid Board Project |
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Delete a Takeoff Group |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Delete Takeoff Layers |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Download Documents from a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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Edit Custom Fields for a Bid Board Project |
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Edit Customer Information for a Bid Board Project |
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Edit the Estimate Overview for a Bid Board Project |
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Expand or Collapse Takeoff Groups |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Export a Bid |
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Export an Estimate |
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Generate a Bid Proposal |
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Lock and Unlock Takeoff Layers |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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Move Takeoff Layers to a New Group |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Rename a Takeoff Group |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Respond to a Bid Invitation |
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Run Automated Area Takeoffs |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Search for Model Objects in Estimating |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Send a Change Order to the Change Events Tool |
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| Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
Send an Estimate to the Budget |
| Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Set the Drawing Scale for Takeoffs |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Show or Hide Takeoff Layers |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Split Takeoff Layers |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Upload Documents from a Bid Board Project |
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View 3D Models in Estimating |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
View an Estimate |
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