Portfolio
了解执行此工具中描述的操作需要哪些用户权限。
重要提示
Some actions that impact this tool are done in other Procore tools.
Permissions
#0261 #12261995 该操作在 Procore 的 Web、iOS 和/或 Android 应用程序上可用。点击查看文章。
用户可以使用此权限级别执行操作。
用户可以在满足此权限级别以及一项或多项附加要求的情况下执行此操作，例如细分权限。
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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