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Procore

Permissions

Cost Allocations

The following table highlights which user permissions are required to perform the described user action.

Task 'Vendor' (Project) 'Limited' (Project) 'Full Access' (Project) 'Building Admin' 'Company Admin'
Add a Component to a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Allocation Rules for Components in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Associate an Allocation Rule with an Item in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Component for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable Cost Allocations and Components for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Details of an Allocation Rule in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png