Permissions

Project Level Admin

Learn which user permissions are required to take the described actions in this tool.

Important icon Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action

None

Read Only

Standard

Admin

Notes

Activate Budget Codes on a Project

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  • Manage WBS Codes

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  • Manage WBS Codes

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Add a Project to a Program

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Add and Remove Project Tools

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  • Update Active Tools

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  • Update Active Tools

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Add Custom Segments to the Project Budget Code Structure

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Add Equipment

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Add Segment Items to a Project

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  • Manage Segment Items

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  • Manage Segment Items

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Add Spec Sections to the Admin Tool

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Add Sub Job Segment Items to a Project

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  • Manage Segment Items

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  • Manage Segment Items

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Add Tiered Locations to a Project

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  • Manage Locations

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  • Manage Locations

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Allow or Disallow Users to Create Locations within a Tool

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Arrange the Project Budget Code Structure

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  • Manage WBS Codes

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  • Manage WBS Codes

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Assign an Office Location to a Project

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  • Update General Settings

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  • Update General Settings

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Assign a Project to a Different Program

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  • Update General Settings

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  • Update General Settings

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Assign Project Cost Codes to Sub Jobs

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Change a Project's Status to Active or Inactive

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  • Update General Settings

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  • Update General Settings

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Change Your Project's Stage of Construction

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  • Update General Settings

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  • Update General Settings

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Change the Name of a Procore Project

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  • Update General Settings

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  • Update General Settings

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Change the Project Address

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  • Update General Settings

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  • Update General Settings

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Configure General Settings: Project Admin

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  • Update General Settings

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  • Update General Settings

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Configure Project Webhooks

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Copy Company Cost Codes to a Project

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  • Manage WBS Codes

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  • Manage WBS Codes

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Copy Company Segments to a Project

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Copy People From One Project to Another

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  • Update General Settings

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  • Update General Settings

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Create Your Project's Work Breakdown Structure

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Deactivate Budget Codes on a Project

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  • Manage WBS Codes

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  • Manage WBS Codes

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Delete Tiered Location from a Project

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  • Manage Locations

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  • Manage Locations

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Delete Spec Sections from the Admin Tool

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Delete Sub Jobs from a Project

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  • Manage Segment Items

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  • Manage Segment Items

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Delete Unused Segment Items from a Project

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  • Manage Segment Items

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  • Manage Segment Items

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Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes.

Edit an Existing Budget View

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Edit or Add General Project Information

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  • Update General Settings

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  • Update General Settings

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Edit Segment Items on a Project

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  • Manage Segment Items

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  • Manage Segment Items

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Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool. Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes.

Edit Spec Sections in the Admin Tool

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Edit Sub Jobs on a Project

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  • Manage Segment Items

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  • Manage Segment Items

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Edit Tiered Locations

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  • Manage Locations

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  • Manage Locations

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Enable Classifications on a Project

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Enable the DocuSign® Integration

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  • Update General Settings

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  • Update General Settings

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Enable the Labor Productivity Cost Features for Project Financials

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Export Locations

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  • Manage Locations

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  • Manage Locations

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Export WBS Segments to CSV

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  • Manage WBS Codes

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  • Manage WBS Codes

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Extract Project Data Using Procore Extracts

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You must also have Admin level permissions to the Project level tool you want to extract data from.

Filter Locations

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  • Manage Locations

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  • Manage Locations

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You must also have access to view the item within the tool.

Generate Locations Hierarchy From Drawings

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  • Manage Locations

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  • Manage Locations

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Generate and Print QR Codes for Locations

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  • Manage Locations

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  • Manage Locations

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Import Segment Items into your Project Level Admin Tool

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Import Spec Sections to the Admin Tool

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Manually Create Locations Hierarchy

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  • Manage Locations

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  • Manage Locations

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Rearrange the Tool's in the Project Toolbox

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  • Update Active Tools

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  • Update Active Tools

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Remove a Project from a Program

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  • Update General Settings

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  • Update General Settings

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Remove Segments from the Project Budget Code Structure

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Request to Import Segment Items

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Request a Multi-tiered Locations Import

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  • Manage Locations

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  • Manage Locations

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Search Locations

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Set the Project Type

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  • Update General Settings

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  • Update General Settings

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Set Up a Labor Budget to Actual Report for the Timesheets Tool

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The Project level Timesheets tool must also be enabled. 'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process.

Set User Permissions for the Project Admin Tool

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The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools.

Upload a Project Logo

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  • Update General Settings

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  • Update General Settings

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View Item Locations

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  • Manage Locations

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  • Manage Locations

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You must also have access to view the item within the tool.

View Locations

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Users with Read Only or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission.

View Locations Heat Map

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  • Manage Locations

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  • Manage Locations

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View Project Insights

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