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Procore

Permissions

Cost Tracker

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 Budget to a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Contract to a Cost Item in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Cost Item to the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Revision to a Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Section to the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Holds in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Schedule of Values for a Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Schedule of Values for a Cost Item in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply a Template to the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Break Down an Overall Project Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Cost Items in the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Sections in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Cost Items in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit Sections in the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Project Budget in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Cost Tracker in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Rename a Cost Item in the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Cash Flow Forecast in Portfolio Financials and Capital Planning     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Published Budget History for a Project in Portfolio Financials     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Budget for a Project in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Cost Tracker in Portfolio Financials   icon-mindtouch-table-check2.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png