Permissions
Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Budgets, planned amounts, and forecasts
Action | Read Only | Standard | Admin | Notes |
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View project budgets, planned amounts, and forecasts |
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View planned amount type |
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Set planned amount lump sum and budget line items, for programs and projects |
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Add forecasts manual and curves and bulk edit forecasts |
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Navigate to project-level budget |
| The project-level budget link is shown only if the user has access to the project and to the project-level Budget tool. Otherwise the link is hidden at every permission level. |
Grid controls and output
Action | Read Only | Standard | Admin | Notes |
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Group by, filter and sort, configure, collapse/expand, full screen mode Web |
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Create and view snapshots |
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Saved views
Action | Read Only | Standard | Admin | Notes |
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Create personal saved views |
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Create company saved views |
| Users with company Admin access can create company saved views. | ||
View company saved views |
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Configurations and Change History
Action | None | Read Only | Standard | Admin | Notes |
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View Capital Planning configurations |
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Edit Capital Planning configurations |
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View change history |
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