This content is for participants in the Project Financials: Company Direct Costs beta program.
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.
What granular permissions are available for the Company level Direct Costs tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add, Edit, and Delete Line Items for a Project's Direct Costs |
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| 'Read Only' and 'Standard' users must also be the direct cost's Assignee. | |
Configure Settings for the Company Direct Cost Tool |
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Delete a Direct Cost |
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Download the Direct Cost File |
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Edit Direct Costs (Direct Costs Tab) |
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Edit Direct Costs (Uploads Tab) |
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Mark a Direct Cost as Paid |
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Restart a Direct Costs Workflow |
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Review and Respond to Workflow for a Project's Direct Costs |
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| 'Read Only' and 'Standard' users must also be the direct cost's Assignee. | |
Search and Filter Direct Costs (Direct Costs Tab) |
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Search and Filter Direct Costs (Uploads Tab) |
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Send Direct Costs Back to Uploads Tab |
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Send Direct Costs to ERP |
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Submit a Direct Cost for Review |
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Upload Direct Costs |
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View Direct Cost Change History (Direct Costs Tab) |
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View Direct Cost Change History (Uploads Tab) |
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View Direct Costs (Direct Costs Tab) |
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View Direct Costs (Uploads Tab) |
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View Settings for the Direct Costs Tool |
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Company Direct Cost is now in Beta. Learn more about Company Direct Costs.