Permissions
Estimating
Learn which user permissions are required to take the described actions in this tool.
ImportantSome 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.
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.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
Action | None | Read Only | Standard | Admin | Notes |
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Add 3D Model Takeoffs Web |
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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 Web |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Add an Estimate Web |
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Add and Manage Internal Notes in a Bid Board Project Web |
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Add and Manage Tasks in a Bid Board Project Web |
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Add Adjustments to an Estimate Web |
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Add Inclusions and Exclusions Web |
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Add Items to a Cost Catalog Web |
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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 Web |
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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 Web |
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Assign a Budget Code from an Estimate Web |
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Configure Columns for an Estimate Web |
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Configure Estimating Tool Settings Web |
| 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 Web |
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Copy a Group to Another Project Web |
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Copy or Move a Group to Another Estimate Web |
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Copy a Takeoff Group Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Copy Takeoff Layers Web |
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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 Web |
| Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Create a Purchase Order from an Estimate Web |
| Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Delete Documents from a Bid Board Project Web |
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Delete a Takeoff Group Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Delete Takeoff Layers Web |
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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 Web |
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Edit a Bid Proposal with the Proposal Builder Web |
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Edit an Estimate Web |
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Edit Custom Fields for a Bid Board Project Web |
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Edit Customer Information for a Bid Board Project Web |
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Edit the Estimate Overview for a Bid Board Project Web |
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Expand or Collapse Takeoff Groups Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Export a Bid Web |
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Export an Estimate Web |
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Generate a Bid Proposal Web |
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Lock and Unlock Takeoff Layers Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Manage Inclusion and Exclusion Libraries Web |
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Merge Estimates Web |
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Move Takeoff Layers to a New Group Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Rename a Takeoff Group Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Respond to a Bid Invitation Web |
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Run Automated Area Takeoffs Web |
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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 Web |
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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 Web |
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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 Web |
| Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Set the Drawing Scale for Takeoffs Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Show or Hide Takeoff Layers Web |
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| Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Split Takeoff Layers Web |
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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 Web |
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View 3D Models in Estimating Web |
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| Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
View an Estimate Web |
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