Macierz uprawnień użytkownika - Internet
Na poniższej stronie znajduje się szczegółowy opis wszystkich działań użytkownika i konkretnych uprawnień (tylko do odczytu, standardowe i/lub administratora), które są wymagane do wykonania danej czynności. Ponieważ niektóre narzędzia są dostępne zarówno na poziomie firmy, jak i projektu, pamiętaj o wybraniu odpowiedniego hiperłącza nawigacyjnego poniżej.
Poziom firmy
Raporty 360 (poziom firmy)
Permissions are separated into Single Tool Reports and 360 Reports sections
Single Tool Reports
The following table highlights which user permissions are required to perform the described user action.
1 This task can only be completed by the report's creator.
2 Report-specific permissions may apply.
3 This task can be completed by users with access to the report as its creator or a viewer (if shared).
4 This task can only be completed by the creator of a report's visuals.
5 The Company Level Open Submittals Report must be enabled on the backend by Procore.
6 This task can only be completed by the dashboard's creator.
360 Reports
| Task | None | Read Only | Standard | Company Admin |
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| View a Report |  |
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| Create a Report | 1 |
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| Edit a Report | 1 |
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| Delete a Report | |
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| Share a Report | |
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| Export a Report | |
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| Distribute a Report | |
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| Clone a Report | |
1 Super Private Correspondence records are not available in 360 Reports.
Integracje systemów ERP
Important
Important
Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
| Action | None | Read Only | Standard | Admin | Notes |
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Accept or Reject Cost Codes for Export to ERP |
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Accept or Reject Owner Invoices for Export to ERP |
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Accept or Reject Subcontractor Invoices for Export to ERP |
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Accept or Reject a Budget for Export to ERP |
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Accept or Reject a CCO for Export to ERP |
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Accept or Reject a Commitment for Export to ERP |
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Accept or Reject a Company for Export to ERP |
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Accept or Reject a PCCO for Export to ERP |
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Accept or Reject a Project for Export to ERP |
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Accept or Reject a Sub Job for Export to ERP |
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Add a Procore Project to your ERP System |
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Add an ERP Company to the Procore Company Directory |
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Add an ERP Job to Procore |
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Archive an ERP Company in Procore |
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Assign Default Cost Types To ERP Standard Cost Codes |
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Configure Advanced Settings: ERP Integrations |
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Configure the Sync Schedule for your ERP Integration |
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Enable or Disable ERP Direct Exports |
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Import a Budget from ERP |
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Import a Prime Contract from an Integrated ERP System into Procore |
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Import an ERP Sub Job to a Procore Project |
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Link ERP Companies to Procore Companies |
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Refresh the Companies List for ERP |
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Refresh the Cost Codes on an ERP Integrated Project |
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
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Sync Job Cost Transactions from an Integrated ERP into Procore |
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Sync Paid Invoice Notifications from ERP into Procore |
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Unlink CCOs Synced with ERP |
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Unlink Commitments Synced with ERP |
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Unlink Owner Invoices Synced with ERP |
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Unlink PCCOs Synced with ERP |
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Unlink Subcontractor Invoices Synced with ERP |
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Unlink a Company Synced with ERP |
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View a List of Synced Sub Jobs |
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Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
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'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require:
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View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
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View the Archived Companies List for ERP |
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Uprawnienia
W poniższej tabeli przedstawiono uprawnienia użytkownika wymagane do wykonania opisanej czynności użytkownika.
1 Użytkownicy z odpowiednimi uprawnieniami mogą przypisywać użytkownikom szablony uprawnień firmy w narzędziu Katalog na poziomie firmy podczas tworzenia lub edytowania konta użytkownika. Zobacz Dodaj konto użytkownika do katalogu firmy i Edytuj konto użytkownika w katalogu firmy.
2 Użytkownicy z odpowiednimi uprawnieniami w narzędziu Katalog na poziomie firmy mogą przypisać użytkownikowi domyślny szablon uprawnień projektu podczas tworzenia lub edycji rekordu użytkownika w Katalogu. Zobacz Dodaj konto użytkownika do katalogu firmy i Edytuj konto użytkownika w katalogu firmy.
3 Użytkownicy z odpowiednimi uprawnieniami w narzędziach Katalog na poziomie firmy lub Katalog na poziomie projektu mogą zmienić szablon uprawnień projektu użytkownika w konkretnym projekcie podczas dodawania użytkownika do projektu lub edycji rekordów użytkownika w Katalogu. Zobacz Dodaj konto użytkownika do katalogu projektu, Edytuj konto użytkownika w katalogu firmy i Edytuj konto użytkownika w katalogu projektu.
4 Użytkownicy z odpowiednimi uprawnieniami mogą tworzyć szablony uprawnień specyficzne dla projektu w narzędziu Katalog na poziomie projektu. Zobacz Tworzenie szablonu uprawnień specyficznych dla projektu z katalogu projektu.
Portfolio
The following table highlights which user permissions are required to perform the described user action.
1 This task requires 'Admin' level permissions on the Company level Directory tool, or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.
2 This task requires 'Admin' level permissions on the Company level Directory tool OR 'Admin' level permissions on the Project level Admin tool for the project template. See Add an Existing User to Projects in Your Company's Procore Account.
3 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.
Poziom projektu
Raporty 360 (poziom projektu)
Permissions are separated into Single Tool Reports and 360 Reporting sections
Single Tool Reports
The following table highlights which user permissions are required to perform the described user action.
| General Tasks | None | Read Only | Standard | Admin |
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| Add a Visual to Custom Reports | |
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| Configure Advanced Settings: Reports | |
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| Create a Custom Project Report | 1 |
1 |
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| Delete a Custom Project Report | 2 |
2 |
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| Share a Custom Project Report | |
| Project Reports | None | Read Only | Standard | Admin |
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| View Cost Code Report | 3 |
3 |
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| View Assignment Report | 3 |
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| View User Sessions Reports | 3 |
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| View Outbound Emails Report | |
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| View RFI Delays | 3 |
3 |
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| View Submittal Approvers' Response Time | 3 |
3 |
3 |
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| View Punch List Delays | 3 |
3 |
3 |
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| View Vendor Insurance Report | 4 |
4 |
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| View Watch Folders Report | 3 |
3 |
3 |
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| View Labor Budget to Actual Report | 3 |
3 |
3 |
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| View Field Production Report | 3 |
3 |
3 |
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| View Timecard Reports | 3 |
3 |
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| Financial Reports | None | Read Only | Standard | Admin |
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| Create a Custom Financial Line Items Report to Compare Budget Snapshots | |
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| View Budget Modifications Report | 5 |
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| View Budget Detail Report | 5 |
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| View Buyout Summary Report | 6 |
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| View Overdue Prime Contract Change Orders | |
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| View Committed Cost Report | |
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| View Overdue Commitment Change Orders | |
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| View Subcontractor Invoices by Date | |
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| View Unexecuted Prime Contract Change Orders | |
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| View Prime Potential Change Order Report By Change Reason | |
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| View Monitored Resources Report | 5 |
5 |
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| Schedule Reports | None | Read Only | Standard | Admin |
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| View All Schedule Reports | |
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| Daily Log Reports | None | Read Only | Standard | Admin |
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| View All Daily Log Reports | |
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1 To create single tool report, users with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory.
2 Users can only delete the reports they created.
3 To view project reports, users may also need additional permissions on the project tool associated with the report data. See View a Report.
4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.
5 To view budget reports, users also need 'Read Only' permissions or higher on the project's Budget tool. See View Budget Reports.
6 To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports.
360 Reports
The following table highlights which user permissions are required to perform the described user action.
| General Tasks | None | Read Only | Standard | Admin |
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| View a Report | |
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| Create a Report | |
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| Edit a Report | |
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| Delete a Report | |
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| Share a Report | |
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| Export a Report | |
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| Distribute a Report | |
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| Clone a Report | |
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In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level 360 Reporting tool. The table below shows each 360 Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.
| Field Group | Source Tool | None | Read Only | Standard | Admin |
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| Action Plan | Action Plans | |
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| Action Plan Approver | Action Plans | |
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| Action Plan Line Item | Action Plans | |
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| Action Plan Line Item Assignee | Action Plans | |
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| Action Plan Line Item Record | Action Plan | |
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| Action Plan Line Item Record Request | Action Plans | |
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| Action Plan Line Item Reference | Action Plans | |
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| Action Plan Receiver | Action Plan | |
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| Actual Production Quantities | Budget OR Timesheets | |
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| Budget Change Adjustment Line Items | Budget | |
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| Budget Changes | Budget | |
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| Budget Code | N/A | |
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| Budget Line Item | Budget | |
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| Budget Modification | Budget | |
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| Budget Workflow Responses | Budget | |
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| Budget Workflow Steps | Budget | |
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| Budgeted Production Quantities |
Budget OR Timesheets |
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| Change Event | Change events | |
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| Change Event Line Item | Change events | |
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| Change Event Production Quantity | Change events | |
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| Commitment | Commitments | |
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| Commitment Change Order | Commitments | |
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| Commitment Change Order Line Item | Commitments | |
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| Commitment Change Order Markup | Commitments | |
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| Commitment Change Order Request | Commitments | |
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| Commitment Change Order workflow Responses | Commitments | |
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| Commitment Change Order workflow steps | Commitments | |
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| Commitment Line Item | Commitments | |
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| Commitment Potential Change Order | Commitments | |
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| Commitment Workflow Responses | Commitments | |
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| Commitment Workflow Steps | Commitments | |
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| Company (Vendor) - used in company reporting | N/A | |
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| Company (Vendor) - used in project reporting | N/A | |
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| Company Global Insurance | Directory | |
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| Company Project Insurance | Directory | |
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| Coordination Issue | Coordination Issues | |
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| Correspondence | Correspondence | 1 |
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| Correspondence Assignee | Correspondence | 1 |
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| Correspondence Distribution List | Correspondence | 1 |
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| Correspondence Response | Correspondence | 1 |
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| Crew | Crews | |
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| Daily Log Accident | Daily Log | |
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| Daily Log Completion | Daily Log | |
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| Daily Log Construction Report | Daly Log | |
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| Daily Log Delay | Daily Log | |
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| Daily Log Delivery | Daily Log | |
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| Daily Log Dumpster | Daly Log | |
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| Daily Log Equipment | Daily Log | |
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| Daily Log Inspection | Daily Log | |
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| Daily Log Manpower | Daly Log | |
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| Daily Log Note | Daily Log | |
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| Daily Log Observed Weather Condition | Daily Log | |
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| Daily Log Phone Call | Daly Log | |
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| Daily Log Plan Revision | Daily Log | |
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| Daily Log Productivity | Daily Log | |
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| Daily Log Quantity | Daly Log | |
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| Daily Log Safety Violation | Daily Log | |
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| Daily Log Scheduled Work | Daily Log | |
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| Daily Log Scheduled Work Task | Daly Log | |
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| Daily Log Visitor | Daily Log | |
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| Daily Log Waste | Daily Log | |
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| Direct Cost | Direct costs | |
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| Direct Cost Line Item | Direct costs | |
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| Distribution List | RFI | |
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| Drawing Revision | Drawing | |
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| Drawing Markup Link | Drawing | |
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| Employees | Directory | |
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| ERP Job Costs Summary | Budget | |
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| Form | Forms | |
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| Incident | Incident | |
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| Incident Action | Incident | |
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| Incident Alert | Incident | |
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| Incident Distribution Member | Incident | |
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| Incident Injury Body Part | Incident | |
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| Incident Record | Incident | |
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| Inspection | Inspection | |
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| Inspection Assignee | Inspection | |
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| Inspection Distribution List | Inspection | |
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| Inspection Item | Inspection | |
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| Inspection Item Activity | Inspection | |
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| Inspection Item Comment | Inspection | |
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| Inspection Schedule | Inspection | |
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| Inspection Schedule Assignee | Inspection | |
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| Inspection Schedule Distribution List | Inspection | |
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| Inspection Signature Request | Inspection | |
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| Instructions | Instructions | |
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| Labor Productivity |
Budget OR timesheets |
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| Labor Productivity: Budget | Budget | |
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| Location | N/A | |
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| Meeting | Meeting | |
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| Meeting Attendee | Meeting | |
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| Meeting Item | Meeting | |
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| Meeting Item Assignee | Meeting | |
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| Meeting Item Attendee | Meeting | |
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| Monitored Resource | Budget | |
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| Observation | Observation | |
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| Observation Activity | Observation | |
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| Observation Distribution Member | Observation | |
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| Owner Invoice | Prime contracts | |
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| Owner Invoice Line Item | Prime contracts | |
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| Photo | Photo | |
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| Punch Item | Punch List | |
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| Punch Item Assignee | Punch List | |
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| Punch Item Ball in Court | Punch List | |
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| Punch Item Comments | Punch List | |
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| Punch Item Distribution Member | Punch List | |
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| Prime Contract | Prime contracts | |
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| Prime Contract Change Order | Prime contracts | |
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| Prime Contract Change Order Line Item | Prime contracts | |
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| Prime Contract Change Order Markup | Prime contracts | |
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| Prime Contract Change Order Request | Prime contracts | |
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| Prime Contract Change Order Workflow Responses | Prime contracts | |
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| Prime Contract Change Order Workflow Steps | Prime contracts | |
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| Prime Contract Line Item | Prime contracts | |
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| Prime Contract Potential Change Order | Prime contracts | |
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| Prime Potential Change Order Production Quantity | Prime contracts | |
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| Prime Workflow Responses | Prime contracts | |
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| Prime Workflow Steps | Prime contracts | |
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| Project | N/A | |
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| Project Roles | N/A | |
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| Request for Quote | Change events | |
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| Request for Quote Quote | Change events | |
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| Request for Quote Response | Change events | |
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| RFI | RFI | |
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| RFI Assignee | RFI | |
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| RFI Question | RFI | |
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| RFI Response | RFI | |
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| Schedule Calendar Item | Schedule | |
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| Schedule Lookahead | Schedule | |
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| Schedule Lookahead Task | Schedule | |
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| Schedule Task | Schedule | |
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| Schedule Task Request | Schedule | |
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| Specifications | Specifications | |
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| Sub Invoice Workflow Responses | Commitments | |
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| Sub Invoice Workflow Steps | Commitments | |
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| Subcontractor Invoice | Commitments | |
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| Subcontractor Invoice Line Item | Commitments | |
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| Submittal | Submittal | |
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| Submittal Approver | Submittal | |
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| Submittal Ball In Court | Submittal | |
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| Submittal Distribution List | Submittal | |
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| T&M Ticket | T&M Tickets | |
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| T&M Ticket Equipment | T&M Tickets | |
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| T&M Ticket Labor | T&M Tickets | |
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| T&M Ticket Material | T&M Tickets | |
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| Task | Task | |
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| Task Activity | Task | |
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| Task Assignee | Task | |
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| Timecard Entry | Timesheets | |
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1 Correspondence Type Admins can access all Correspondence field sets and are limited to columns and rows of data by correspondence types. Super Private Correspondence records are not available in Enhanced Reporting.
Permissions for Datasets
Access to datasets is determined by access to field groups within a dataset. In order to be granted access to a dataset, a user must have access to one of the field groups within the given dataset. The user will still only have access to the data within the field groups which they have access.
| Dataset | Field Group |
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| Financials | Budget Line Items, Prime Contract, Commitments, Change Events, Direct Costs |
| Project Execution | Action Plan, Correspondence, Coordination Issue, Daily Log, Drawing, Form, Incident, Inspection, Meeting, Observation, Photo, Punch List, RFI, Schedule, Submittal or Task |
| Resource Management | Budget Line Items, Prime Contract, Commitments, Change Events, Direct Costs, Crews, Time & Material or Timesheets |
Plany działania
Important
Permissions
What granular permissions are available for the project's Action Plans tool?
| Action | None | Read Only | Standard | Admin | Notes |
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You must also have permissions to view the item in the respective tool. | ||
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Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Create an Action Plan |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Create and Edit a Project Level Action Plan Template |
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Delete an Action Plan |
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Edit Item Notes |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Edit Action Plan Item Status |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Edit an Action Plan |
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To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. | |
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Configure Action Plans Notifications |
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Export an Action Plan |
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Perform an Action Plan |
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This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Search for and Filter Action Plans |
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Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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View an Action Plan |
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Rysunki
W poniższej tabeli przedstawiono uprawnienia użytkownika wymagane do wykonania opisanej czynności.
: Oznacza akcję obsługiwaną w aplikacji mobilnej Procore na iOS i/lub Androida.
+ : Oznacza, że dla zadania dostępne są co najmniej jedno z uprawnień szczegółowych. Więcej informacji można znaleźć w odpowiednim samouczku lub w sekcji Udzielanie uprawnień szczegółowych w szablonie uprawnień projektu.
1 Użytkownicy muszą mieć także uprawnienia „Tylko do odczytu” lub wyższe w narzędziu Zdjęcia projektu.
2 Użytkownicy z uprawnieniami „Standard” w narzędziu Rysunki mogą usuwać opublikowane oznaczenia na rysunku, jeśli dla projektu włączono ustawienie „Zezwalaj użytkownikom poziomu Standard na usuwanie opublikowanych oznaczeń”. Sprawdź Zezwól użytkownikom na usuwanie opublikowanych oznaczeń.
3 Tylko użytkownicy z uprawnieniami „Administrator” mogą subskrybować i anulować subskrypcję innych użytkowników do narzędzia Rysunki.
4 Użytkownicy mogą widzieć tylko swoje pomiary, które dodali do rysunków za pomocą narzędzi do oznaczania pomiarów. Sprawdź Dodaj pomiary do rysunku.