Permissions
With the Project Status Snapshots tool, teams can view and manage the project status snapshots captured in the Budget and Forecasting tabs of their project budgets from one centralized location. Project users can perform additional actions with the project's Budget tool.
Project Status Snapshots Tool
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Permissions
Users can take action with this permission level.
Users can take action with this permission level AND one or more role-based permissions.
Permissions Tool | Notes | ||||
|---|---|---|---|---|---|
Action (Alphabetical) | None | Read Only | Standard | Admin | |
Beta Apply Filters to the Project Status Snapshots Tool Web |
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| Permission Not Available | Learn how to join the beta in Manage Features With Procore Explore. | |
Beta Change the Status of a Snapshot for the Project Status Snapshots Tool Web |
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| Permission Not Available | Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Standard' or higher permission on the Budget tool to change its snapshot's status. | |
Beta: Configure Columns for the Project Status Snapshots Tool Web |
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| Permission Not Available | Learn how to join the beta in Manage Features With Procore Explore. | |
Beta Export a Snapshots List from the Project Status Snapshots Tool Web |
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| Permission Not Available | Learn how to join the beta in Manage Features With Procore Explore. | |
Beta View Snapshots in the Project Status Snapshots Tool Web |
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| Permission Not Available | Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Read-Only' or higher permission in the Budget tool to see the snapshot. |
Budget Tool
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Permissions
Users can take action with this permission level.
Users can take action with this permission level AND one or more role-based permissions.
Permissions Tool | Notes | ||||
|---|---|---|---|---|---|
Action (Alphabetical) | None | Read Only | Standard | Admin | |
Beta Analyze Variance Between Project Status Snapshots Web |
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| Learn how to join the beta in Manage Features With Procore Explore. | ||
Beta Create a Budget Snapshot Web |
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| Learn how to join the beta in Manage Features With Procore Explore. | ||
Beta Export a Budget Snapshot Web |
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| Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Standard' or higher permission on the Budget tool to change its snapshot's status. | ||
Beta View a Budget Snapshot Web |
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| Learn how to join the beta in Manage Features With Procore Explore. Project status snapshots are visible to anyone granted these permissions. |