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Procore

Permissions

Funding

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

Task None Read Only Standard Admin
Add a Related Item to a Funding Change Order       icon-mindtouch-table-check.png
Add Filters to the Change Orders Tab on a Funding   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Financial Markup to Funding Change Orders       icon-mindtouch-table-check.png
Add Line Items to a Schedule of Values on a Funding       icon-mindtouch-table-check.png
Approve a Funding       icon-mindtouch-table-check.png
Configure Settings: Funding       icon-mindtouch-table-check.png
Configure the Number of Change Order Tiers for the Funding Tool       icon-mindtouch-table-check.png
Create a Change Order Request for a Funding       icon-mindtouch-table-check.png
Create a Commitment Change Order from a Funding Change Order       icon-mindtouch-table-check.png
Create a Configurable PDF of a Funding Invoice       icon-mindtouch-table-check.png
Create a Funding Change Order       icon-mindtouch-table-check.png
Create a Funding Invoice       icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Create a Potential Change Order for a Funding 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Potential Change Order with DocuSign®       icon-mindtouch-table-check.png
Create a Schedule of Values on a Funding using the Project's Budget       icon-mindtouch-table-check.png
Create Fundings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Funding   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Funding Change Order       icon-mindtouch-table-check.png
Edit a Commitment Change Order Linked to a Potential Change Order for a Funding       icon-mindtouch-table-check.png
Edit a Funding   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit the Advanced Settings on a Funding       icon-mindtouch-table-check.png
Edit an Owner Invoice's Configurable PDF View       icon-mindtouch-table-check.png
Email a Funding     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Email a Funding Invoice       icon-mindtouch-table-check.png
Email a Potential Change Order for a Funding       icon-mindtouch-table-check.png
Enable Financial Markup on a Funding       icon-mindtouch-table-check.png
Export a Configurable PDF of an Owner Invoice       icon-mindtouch-table-check.png
Export a Funding 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Funding Invoice       icon-mindtouch-table-check.png
Export a Funding List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Funding Schedule of Values from a CSV File       icon-mindtouch-table-check.png
Manage Rows & Columns in the Funding Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Potential Change Order or Change Order Request       icon-mindtouch-table-check.png
Remove a Change Order from a Funding       icon-mindtouch-table-check.png
Search for and Apply Filters to the Funding Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set or Release Retainage on a Funding Invoice       icon-mindtouch-table-check.png
Update the Schedule of Values on a Funding       icon-mindtouch-table-check.png
View Fundings 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Funding       icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can only create a Funding Change Order (FCO) if the 'Allow Standard Level Users to Create FCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Settings: Funding.

2 Users with 'Read Only' and 'Standard' level permissions can only view a funding that is private if they have been added to the 'Private' drop-down list on the funding.

3 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.