Anzeigen einer Zusammenfassungsvorschau einer Eigentümerrechnung (Beta)

Hintergrund

Mit der Zusammenfassungsvorschau können Sie eine Eigentümerrechnung anhand Ihrer realen Projektdaten einsehen. 

Wichtige Hinweise

• Erforderliche Benutzerberechtigungen:
  • Berechtigungen auf Administratorebene für das Primärverträge-Tool des Projekts. 

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
    • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.