| Action | None | Read Only | Standard | Admin | Notes | 
|---|---|---|---|---|---|
| Activate Budget Codes on a Project | 
 
 | 
 
 |  | ||
| Add a Project to a Program | 
 
 |  | |||
| Add and Remove Project Tools | 
 
 | 
 
 |  | ||
| Add Custom Segments to the Project Budget Code Structure |  | ||||
| Add Equipment |  | ||||
| Add Segment Items to a Project | 
 
 | 
 
 |  | 
 | |
| Add Spec Sections to the Admin Tool |  | ||||
| Add Sub Job Segment Items to a Project | 
 
 | 
 
 |  | ||
| Add Tiered Locations to a Project | 
 
 | 
 
 |  | ||
| Allow or Disallow Users to Create Locations within a Tool |  | ||||
| Arrange the Project Budget Code Structure | 
 
 | 
 
 |  | ||
| Assign an Office Location to a Project | 
 
 | 
 
 |  | ||
| Assign a Project to a Different Program | 
 
 | 
 
 |  | ||
| Assign Project Cost Codes to Sub Jobs |  | ||||
| Change a Project's Status to Active or Inactive | 
 
 | 
 
 |  | ||
| Change Your Project's Stage of Construction | 
 
 | 
 
 |  | ||
| Change the Name of a Procore Project | 
 
 | 
 
 |  | ||
| Change the Project Address | 
 
 | 
 
 |  | ||
| Configure General Settings: Project Admin | 
 
 | 
 
 |  | ||
| Configure Project Webhooks |  | ||||
| Copy Company Cost Codes to a Project | 
 
 | 
 
 |  | ||
| Copy Company Segments to a Project |  | ||||
| Copy People From One Project to Another | 
 
 | 
 
 |  | ||
| Create Your Project's Work Breakdown Structure |  | ||||
| Deactivate Budget Codes on a Project | 
 
 | 
 
 |  | ||
| Delete Tiered Location from a Project | 
 
 | 
 
 |  | ||
| Delete Spec Sections from the Admin Tool |  | ||||
| Delete Sub Jobs from a Project | 
 
 | 
 
 |  | ||
| Delete Unused Segment Items from a Project | 
 
 | 
 
 |  | 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 |  | ||||
| Edit or Add General Project Information | 
 
 | 
 
 |  | ||
| Edit Segment Items on a Project | 
 
 | 
 
 |  | 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 |  | ||||
| Edit Sub Jobs on a Project | 
 
 | 
 
 |  | ||
| Edit Tiered Locations | 
 
 | 
 
 |  | ||
| Enable Classifications on a Project |  | ||||
| Enable the DocuSign® Integration | 
 
 | 
 
 |  | ||
| Enable the Labor Productivity Cost Features for Project Financials |  | ||||
| Export Locations | 
 
 | 
 
 |  | ||
| Export WBS Segments to CSV | 
 
 | 
 
 |  | ||
| Extract Project Data Using Procore Extracts |  | You must also have Admin level permissions to the Project level tool you want to extract data from. | |||
| Filter Locations | 
 
 | 
 
 |  | You must also have access to view the item within the tool. | |
| 
 
 | 
 
 |  | |||
| Generate and Print QR Codes for Locations | 
 
 | 
 
 |  | ||
| Import Segment Items into your Project Level Admin Tool |  | ||||
| Import Spec Sections to the Admin Tool |  | ||||
| Manually Create Locations | 
 
 | 
 
 |  | ||
| Rearrange the Tool's in the Project Toolbox | 
 
 | 
 
 |  | ||
| Remove a Project from a Program | 
 
 | 
 
 |  | ||
| Remove Segments from the Project Budget Code Structure |  | ||||
| Request to Import Segment Items |  | ||||
| Request a Multi-tiered Locations Import | 
 
 | 
 
 |  | ||
| Search Locations |  |  |  | ||
| Set the Project Type | 
 
 | 
 
 |  | ||
| Set Up a Labor Budget to Actual Report for the Timesheets Tool |  | 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 |  | 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 | 
 
 | 
 
 |  | ||
| View Item Locations | 
 
 | 
 
 |  | You must also have access to view the item within the tool. | |
|  |  |  | 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 | 
 
 | 
 
 |  | ||
| View Project Insights |  |