Procore iOS 应用程序 - 用户权限
下表高亮显示了从 Procore 的移动应用程序执行所描述的用户操作所需的用户权限，以及操作是否在 Android 和/或 iOS 设备上可用。要了解如何在移动设备上使用触摸命令，请参阅什么是触摸命令？
点击下图中的此图标可查看该功能的相应 iOS 教程。
点击下表中的此图标可查看该功能的相应 Android 教程。
* 此操作可以在离线模式下执行（即，移动设备上无活动网络连接）。一旦重新连接网络，在离线模式下执行的任务将与 Procore 同步。
** 如果之前已在移动设备上查看和缓存该资产或项，则可以在离线模式下查看或编辑此资产或项。
| 行动计划 | 目录 | 会议 | RFI |
| 公告 | 文档 | 模型 | 进度计划 |
| 相机 | 图纸 | 我的工时 | 侧边栏屏幕 |
| 变更事件 | 设备 | 观察任务 | 规范 |
| 合约 | 表单 | 照片 | 送审 |
| 对话（测试版） | 事件 | 主合同 | 任务 |
| 协调问题 | 检查任务 | 项目仪表板 | 考勤表 |
| 通信 | 指示 | 项目概况屏幕 | 工时和材料单 |
| 工作小组 | 文档 | 尾项清单 | 侧边栏屏幕 |
| 工作日志 | 地点 | 资源计划 | 规范 |
| 送审 |
行动计划
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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 project's Action Plans tool?
| Action | None | Read Only | Standard | Admin | Notes |
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You must also have permissions to view the item in the respective tool. | ||
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Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Create an Action Plan |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Create a Contact in an Action Plan |
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Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission. |
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Create and Edit a Project Level Action Plan Template |
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Delete an Action Plan |
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Edit Item Notes |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Edit Action Plan Item Status |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Edit an Action Plan |
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To add, edit, or replace assignees, users must also have 'Read Only' or higher permissions within the Project Directory. | |
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Configure Action Plans Notifications |
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Export an Action Plan |
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Perform an Action Plan |
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This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Search for and Filter Action Plans |
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Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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View an Action Plan |
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公告
重要提示
通过分配项目级别主页工具的权限来授予公告权限。| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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创建公告 |
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查看公告 |
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摄像头
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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使用相机工具拍摄照片并将其添加到相册 |
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变更事件
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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将明细项添加到变更事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务将与 Procore同步。 | ||
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创建变更事件 |
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此操作可以离线执行。重新建立网络连接后，离线执行的任务将与 Procore同步。 | ||
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编辑你创建的变更事件 |
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此操作可以离线执行。重新建立网络连接后，离线执行的任务将与 Procore同步。 | ||
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编辑其他人创建的变更事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务将与 Procore同步。 | ||
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搜索和筛选变更事件 |
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如果之前在移动设备上查看并缓存了该项目，则可以离线执行此操作。 | |
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查看变更事件摘要 |
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如果之前在移动设备上查看并缓存过资产/项，则可以离线查看此项。 |
合约
重要提示
| | 该操作在 Procore 的 Web、iOS 和/或 Android 应用程序上可用。 点击查看文章。
用户可以使用此权限级别执行操作。
用户可以根据此权限级别以及一个或多个附加要求（例如细分权限）执行此操作。
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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创建采购订单 |
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此操作可以离线执行。重新建立网络连接后，离线执行的任务将与 Procore同步。 | |
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编辑合约的分项价格表 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务与 Procore同步。 | |
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编辑采购订单 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务与 Procore同步。 | |
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搜索合约 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务与 Procore同步。 | |
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查看变更通知单 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务与 Procore同步。 | |
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查看分包合同的包含事项/除外事项 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务与 Procore同步。 | |
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查看采购订单和分包合同 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。重新建立网络连接后，离线执行的任务与 Procore同步。 |
对话（测试版）
重要提示
对话工具中没有分配权限设置，但是可依赖项目目录中的部分用户，并且有权限访问项目中的项。
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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将项添加到消息 |
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你只能添加你有权访问的项目中的项。 | |
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在对话工具中创建组 |
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默认情况下，只有公司管理员才能为群组对话创建和管理组。但是，可以为内部员工或公司目录中的任何人启用"创建和管理组"权限。请参阅为对话工具配置访问权限和设置。 |
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在对话工具中编辑或删除消息 |
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用户只能编辑和删除自己的消息（如果启用了该功能，需要在发送消息 5 分钟内）。 | |
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在对话工具中管理组 |
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默认情况下，只有公司管理员才能为群组对话创建和管理组。但是，可以为内部员工或公司目录中的任何人启用"创建和管理组"权限。请参阅为对话工具配置访问权限和设置。 |
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管理对话工具的推送通知 |
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在对话中提及用户 |
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用户发送消息或提及的人员仅限项目目录中的用户和公司管理员。 | |
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在对话工具中发送直接消息 |
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在对话工具中发送群组消息 |
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发送与项相关的消息 |
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对项目中特定事项的讨论仅支持具有 Procore 项的访问权限的用户查看和参与（如果项被标记为“私密”，则需要具有项的工具的“只读”或更高权限和相应的访问权限）。 | |
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在对话工具中查看消息 |
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用户只能从自己的视图中隐藏对话。 |
协调问题
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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为协调问题添加备注 |
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此操作可以离线执行。重新建立网络连接后，离线执行的任务将与 Procore 同步。 |
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编辑协调问题 |
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如果资产/项之前已在移动设备上查看并缓存过，则可以离线查看或编辑此项。 | |
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搜索和筛选协调问题 |
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如果资产/项之前已在移动设备上查看并缓存过，则可以离线查看或编辑此项。 | |
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查看协调问题的活动提要 |
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此操作可以离线执行。重新建立网络连接后，离线执行的任务将与 Procore 同步。 |
图纸
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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访问最近查看的图纸 |
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向图纸中添加测量 |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
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将观察任务添加到图纸 |
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用户还必须拥有项目观察任务工具的"标准"或更高权限。 | ||
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将照片添加到图纸 |
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将尾项清单项目添加到图纸中 |
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比较图纸 |
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删除图纸标记（个人） |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
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删除图纸标记（已发布） |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | ||
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通过电子邮件发送图纸 |
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链接图纸上的通信项 |
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将项目链接到图纸 |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | ||
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将观察任务链接到图纸 |
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将 RFI 链接到绘图 |
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标记图纸（个人） |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
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打印图纸 |
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发布个人图纸标记 |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | ||
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搜索和筛选图纸 |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
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在 Procore 中共享绘图 |
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同步和下载图纸 |
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查看图纸区域 |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
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查看图纸 |
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如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 |
表单
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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文章标题 |
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编辑自己创建的表单 |
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此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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编辑任何表单 |
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此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | |||
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通过电子邮件发送表单 |
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删除项目级别表单 |
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下载表单模板 |
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填写表单 |
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此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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查看表单 |
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事件
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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将联系人添加到事件 |
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用户还需要项目目录工具的"只读"或更高级别权限以及"创建联系人"细分权限。 |
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向事件添加记录 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
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将证人陈述添加到事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
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关闭任何事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | |||
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关闭你创建的事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
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创建事件 |
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此操作可以离线执行。重新建立网络连接后，离线执行的任务将与 Procore 同步。 | ||
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编辑任意事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | |||
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编辑你创建的事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
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搜索和筛选事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | |
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查看事件 |
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如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 |
检查任务
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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 Project level Inspections tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Contact when Performing an Inspection |
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Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission | ||
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Add a Related Item to an Inspection |
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Add Comments to an Inspection Item |
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Add Company Level Inspection Templates to Your Project |
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Add Conditional Logic to a Project Level Inspection Template |
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Add Attachments to Inspection Items |
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Add Signers to an Inspection |
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Add Signers to an Inspection Item |
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On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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Bulk Create Inspections |
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Clone a Project Inspection Template to a Company |
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Close an Inspection You Created |
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Close Any Inspection |
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Configure Advanced Settings: Inspections |
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Create an Inspection |
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On a mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
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Create a Reinspection |
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Create a Project Level Inspection Template |
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Create an Observation from an Inspection |
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Delete an Inspection |
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Create an Inspection Schedule |
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Delete an Inspection Template |
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Edit an Inspection You Created |
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On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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Edit Any Inspection |
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On an Android mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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Edit a Project Level Inspection Template |
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Edit an Inspection Schedule |
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Email Inspections |
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Export an Individual Inspection |
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Perform an Inspection |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. | ||
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Retrieve an Inspection From the Recycle Bin |
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Search and Filter for Inspections |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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Sign a Completed Inspection |
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On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
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Sign an Inspection Item |
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On an iOS mobile device, this action can be performed offline. Tasks performed offline are synced with Procore when a network connection is reestablished. | ||
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View Project Level Inspections |
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View the Activity Feed of Items in an Inspection |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
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View Change History of an Inspection |
|
||||
|
View Signatures on an Inspection |
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|
On an iOS mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
指示
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
创建指示 |
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|
如果之前在移动设备上查看并缓存了该项，则可以离线查看或编辑此项 | ||
|
删除指示 |
|
||||
|
编辑你创建的指示 |
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|
如果之前在移动设备上查看并缓存了该项，则可以离线查看或编辑此项 | |
|
编辑任何指示 |
|
如果之前在移动设备上查看并缓存了该项，则可以离线查看或编辑此项 | |||
|
搜索和筛选指示 |
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|
如果之前在移动设备上查看并缓存了该项，则可以离线查看或编辑此项 | |
|
查看指示 |
|
|
|
如果之前在移动设备上查看并缓存了该项，则可以离线查看或编辑此项 |
地点
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
重要提示
在网页上执行操作需要项目管理员工具权限。 请参阅项目管理员工具权限。| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
添加地点 |
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将照片添加到地点 |
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还必须对照片工具拥有"标准"或更高权限。 | |
|
从地点创建尾项清单项目 |
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你还必须拥有尾项清单工具的"标准"或更高权限。 | |
|
从地点创建事件 |
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你还必须拥有事件工具的"标准"或更高权限。 | |
|
从地点创建检查任务 |
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还必须拥有检查任务工具的"标准"或更高权限。 | |
|
从地点创建观察任务 |
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你还必须对观察任务工具拥有"标准"或更高权限。 | |
|
从地点创建 RFI |
|
|
|
你还必须拥有 RFI 工具的"标准"或更高权限。 | |
|
在地点工具中扫描地点二维码 |
|
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|
查看与地点关联的项 |
|
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你还必须有权在相关的 Procore 工具中查看该项。 | |
|
查看地点和热图 |
|
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你还必须有权在相关的 Procore 工具中查看该项。 | |
|
查看地点层次结构 |
|
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|
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|
查看图纸上的地点 |
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|
我的工时
重要提示
通过分配公司级别考勤卡工具的权限来授予"我的工时"的权限。
权限
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
添加我的工时条目（手动） |
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此操作可以离线执行。 重新建立网络连接后，离线执行的任务将与 Procore 同步。 |
|
工时打卡 |
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|
编辑我的工时条目 |
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此操作可以离线执行。 重新建立网络连接后，在离线模式下执行的任务将与 Procore 同步。 | |
|
搜索和筛选我的工时条目 |
|
|
如果之前已在移动设备上查看并缓存信息，则可以离线执行此操作。 | ||
|
签署我的工时条目 |
|
|
此操作可以离线执行。 重新建立网络连接后，在离线模式下执行的任务将与 Procore 同步。 | ||
|
开始和停止午休 |
|
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|
查看我的工时条目 |
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|
观察任务
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
将备注添加到观察任务 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
将观察任务添加到图纸 |
|
|
用户还必须对项目的图纸工具拥有"标准"或更高级别权限。 | ||
|
关闭观察任务 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
创建观察任务 |
|
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
|
从检查任务创建观察任务 |
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|
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|
在图纸上创建观察任务 |
|
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用户还必须对项目的图纸工具拥有"标准"或更高级别权限。 | ||
|
编辑自己创建的观察任务 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
编辑任何观察任务 |
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | |||
|
通过电子邮件发送观察任务 |
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|
|||
|
答复观察任务 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
搜索和筛选观察任务 |
|
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 |
照片
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
向照片添加备注 |
|
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 |
||
|
批量编辑照片 |
|
||||
|
创建照片相册 |
|
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
|
创建之前和之后的照片 |
|
|
|||
|
从照片中创建项 |
|
|
用户还必须对你在其中创建项的工具具有"标准"级别或更高级别权限。 | ||
|
删除照片 |
|
如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 |
|||
|
将图像拖放到 Procore 的照片工具中 |
|
|
|||
|
下载照片 |
|
|
|
如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
|
编辑照片信息 |
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|
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|
通过电子邮件发送照片 |
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|
|||
|
标记照片 |
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|
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|
在照片备注中提及某人 |
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|
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|
搜索和筛选照片 |
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|
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|
将照片从照片工具发送到工作日志 |
|
|
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|
照片相册排序 |
|
|
|
||
|
拍摄照片并将其添加到相册 |
|
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
|
查看照片 |
|
|
|
如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 |
项目仪表板
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
查看项目仪表板 |
|
|
|
主合同
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
查看你被添加到的主合同 |
|
|
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|
|
查看任何主合同 |
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 |
尾项清单
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
将照片添加到尾项清单项 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
关闭尾项清单项目 |
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | |||
|
创建尾项清单项目
|
|
|
|
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|
从尾项清单项目下载附件 |
|
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|
编辑尾项清单项目 |
|
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|
||
|
通知尾项项目的任务分配对象 |
|
||||
|
重新分配尾项清单项目 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
答复尾项清单项目 |
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | ||
|
答复分配给公司内用户的尾项清单项目 |
|
|
或者，如果"标准"级别的用户被列为项目的"尾项项目经理"、"任务分配对象"或"最终审批者"，则他们可以答复尾项清单项目。 | ||
|
搜索和筛选尾项清单 |
|
|
|
如果此项之前已在移动设备上查看并缓存，则可以离线查看或编辑该项。 | |
|
查看非私密尾项清单项目 |
|
|
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|
查看私密尾项清单项目 |
|
|
|
||
|
查看分配给公司内用户的尾项清单项目 |
|
|
|
|
资源计划
Resource Planning
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level set in the company's Permissions tool.
Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Resource Planning tool.
See What granular permissions are available for the company's Resource Planning tool?
Important
- In Resource Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
- There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
- The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Resource Planning tool.
- This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add Attachments for People in Resource Planning |
|
|
|
When editing attachments from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Add Attachments for Projects in Resource Planning |
|
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|
||
|
Add People to Resource Planning |
|
|
|
When adding people to Resource Planning from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Add or Edit Sensitive Custom Fields for People in Resource Planning |
|
|
|
When editing people information from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Add or Edit Tags for People |
|
|
|
When editing tags from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Add or Edit Tags for Projects in Resource Planning |
|
|
|
||
|
Add Wage Overrides in Resource Planning |
|
|
|
||
|
Assign Project Roles for Resource Planning |
|
|
|
||
|
Bulk Delete Resource Assignments |
|
|
|
||
|
Bulk Delete Any Resource Requests |
|
|
|
||
|
Bulk Delete Resource Requests You Created |
|
|
|
||
|
Bulk Edit Resource Assignments |
|
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|
||
|
Bulk Edit Any Resource Request |
|
|
|
||
|
Bulk Edit Resource Requests You Created Web |
|
|
|
||
|
Change a User's Permission Template in Resource Planning |
|
|
|
When editing Resource Planning permissions from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Configure Assignment and Request Statuses for Resource Planning |
|
|
|
||
|
Configure Company Details in Resource Planning |
|
|
|
||
|
Configure Costing in Resource Planning |
|
|
|
||
|
Configure Custom Fields for Resource Planning |
|
|
|
||
|
Configure Default Assignment Alerts for Resource Planning |
|
|
|
||
|
Configure Groups for Resource Planning |
|
|
|
||
|
Configure Integration Settings for Resource Planning |
|
|
|
Users must be assigned the 'Admin' permissions template in Resource Planning. | |
|
Configure Job Titles for Resource Planning |
|
|
|
||
|
Configure Notification Profiles for Resource Planning |
|
|
|
||
|
Configure QR Codes for Resource Planning |
|
|
|
||
|
Configure Sensitive Fields for Resource Planning |
|
|
|
||
|
Configure Tags for Resource Planning |
|
|
|
||
|
Configure View for the Projects List |
|
|
|
||
|
Copy Assignments |
|
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|
||
|
Copy Categories |
|
|
|
||
|
Copy Projects |
|
|
|
||
|
Copy Requests |
|
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|
||
|
Create Custom Assignment Alerts for Projects |
|
|
|
||
|
Create Labor Plan |
|
|
|
||
|
Create Notes About People in Resource Planning |
|
|
|
||
|
Create Notes About Projects in Resource Planning |
|
|
|
||
|
Create Permissions Templates for Resource Planning |
|
|
|
||
|
Create Project Categories for Resource Planning |
|
|
|
||
|
Create Projects in Resource Planning |
|
|
|
||
|
Create QR Codes for People |
|
|
|
||
|
Create QR Codes for Projects in Resource Planning |
|
|
|
||
|
Create Resource Assignments |
|
|
|
||
|
Create Resource Assignments Using Rapid Assign |
|
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|
||
|
Create Resource Requests |
|
|
|
||
|
Create Saved Reports in Resource Planning |
|
|
|
||
|
Create Saved Views for Assignments in Resource Planning |
|
|
|
||
|
Create Saved Views for the People List in Resource Planning |
|
|
|
||
|
Create Saved Views for Requests in Resource Planning |
|
|
|
||
|
Create Saved Views for Time Off in Resource Planning |
|
|
|
||
|
Create Saved Views for the Totals Dashboard in Resource Planning |
|
|
|
||
|
Create Time Off in Resource Planning |
|
|
|
||
|
Deactivate People in Resource Planning |
|
|
|
||
|
Delete Messages for Resource Planning |
|
|
|
||
|
Delete Scheduled Assignment Alerts for Resource Planning |
|
|
|
||
|
Delete Permissions Templates |
|
|
|
||
|
Delete Time Off in Resource Planning |
|
|
|
||
|
Delete a Resource Assignment |
|
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|
||
|
Delete Any Resource Request |
|
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|
||
|
Delete a Resource Request You Created |
|
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|
||
|
Delete People in Resource Planning |
|
|
|
||
|
Delete a Project in Resource Planning |
|
|
|
||
|
Edit Assignment Alerts for Resource Planning |
|
|
|
||
|
Edit Attachments for People in Resource Planning |
|
|
|
When editing attachments from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Edit Attachments for Projects in Resource Planning |
|
|
|
||
|
Edit Messages for Resource Planning |
|
|
|
||
|
Edit or Delete Saved Reports in Resource Planning |
|
|
|
||
|
Edit or Delete Saved Views for Assignments in Resource Planning |
|
|
|
You can only edit or delete saved views that you created. | |
|
Edit or Delete Saved Views for the People List in Resource Planning |
|
|
|
You can only edit or delete saved views that you created. | |
|
Edit or Delete Saved Views for Requests in Resource Planning |
|
|
|
You can only edit or delete saved views that you created. | |
|
Edit or Delete Saved Views for Time Off in Resource Planning |
|
|
|
You can only edit or delete saved views that you created. | |
|
Edit or Delete Saved Views for the Totals Dashboard in Resource Planning |
|
|
|
You can only edit or delete saved views that you created. | |
|
Edit People in Resource Planning |
|
|
|
When editing people information from the Directory, users must also have one of the following permissions to the Company Directory tool:
|
|
|
Edit Permissions Templates for Resource Planning |
|
|
|
||
|
Edit Project Details in Resource Planning |
|
|
|
||
|
Edit Time Off in Resource Planning |
|
|
|
||
|
Edit Wage Overrides in Resource Planning |
|
|
|
||
|
Edit a Resource Assignment |
|
|
|
||
|
Edit Any Resource Request |
|
|
|
||
|
Edit a Resource Request You Created |
|
|
|
||
|
End a Resource Assignment |
|
|
|
||
|
Export the Assignment History Report |
|
|
|
||
|
Export the Assignments Gantt |
|
|
|
||
|
Export the Availability Look-Ahead Report |
|
|
|
||
|
Export the People List |
|
|
|
||
|
Export the Project List |
|
|
|
||
|
Export the Tags Requiring Action Report |
|
|
|
||
|
Export the Time Off List |
|
|
|
||
|
Export the Totals Dashboard |
|
|
|
||
|
Export the Assignments List |
|
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|
||
|
Export the Workforce Report |
|
|
|
||
|
Export the Resource Request List |
|
|
|
||
|
Fill a Resource Request |
|
|
|
To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
|
Import Resource Planning Data |
|
||||
|
Inactivate a Project in Resource Planning |
|
|
|
||
|
Manage Archived Messages for Resource Planning |
|
|
|
||
|
Manage Your Inbox for Resource Planning |
|
|
|
||
| Receive Messages Sent from Resource Planning via Email | People must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. See Edit People in Resource Planning. | ||||
| Receive Messages Sent from Resource Planning via Email | People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. See Edit People in Resource Planning. | ||||
|
Remove Wage Overrides in Resource Planning |
|
|
|
||
|
Respond to Assignment Alerts for Resource Planning |
|
||||
|
Respond to a Resource Planning Message |
|
|
|
||
|
Search and Filter the Assignments Gantt |
|
|
|
||
|
Search and Filter the Totals Dashboard |
|
|
|
||
|
Search, Sort, and Filter People on the Assignments Boards |
|
|
|
||
|
Search, Sort, and Filter Projects on the Assignments Boards |
|
|
|
||
|
Search, Sort, and Filter the People List |
|
|
|
||
|
Search, Sort, and Filter the Project List |
|
|
|
||
|
Search, Sort, and Filter the Time Off List |
|
|
|
||
|
Search, Sort, and Filter the Resource Requests List |
|
|
|
||
|
Send Assignment Alerts in Resource Planning |
|
|
|
||
|
Send a Message for Resource Planning |
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Set Up Your SMS and Email Signature in Resource Planning |
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Shift Project Dates |
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Sort and Filter the Resource Assignments List |
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Split a Resource Assignment |
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Unassign a Resource |
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View Activity about a Person in Resource Planning |
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View Activity about a Project in Resource Planning |
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View and Configure the Project Labor Graph |
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View Assignment Alerts for Resource Planning |
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View Attachments for People in Resource Planning |
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View Attachments for Projects in Resource Planning |
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View Messages for Resource Planning |
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To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
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View Notifications in Resource Planning |
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View People Details in Resource Planning |
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View Read Receipts for Messages for Resource Planning |
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To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
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View Sensitive Sensitive Custom Fields for People in Resource Planning |
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View Sensitive Sensitive Custom Fields for Projects in Resource Planning |
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View Tag Attachments for Projects |
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View Time Off in Resource Planning |
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View the Activity Dashboard |
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View the Assignments Boards |
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View the Assignments Gantt |
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View the Map Dashboard |
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View the People List |
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View the Projects List |
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View the Time Off List |
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View the Totals Dashboard |
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View the Resource Assignments List |
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View the Resource Requests List |
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View Wage Overrides in Resource Planning |
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View Your Assignments on the Procore Mobile App |
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RFI
下表突出显示了执行所述用户操作所需的用户权限。
注意:点击表中的移动平台可导航到相关的支持文章。
任务 |
权限 | 移动平台 | ||||
|---|---|---|---|---|---|---|
| 无 | 只读 | 标准 | 管理员 | iOS | Android | |
| 关闭 RFI | |
iOS系统 | 智能手机* | |||
| 创建 RFI | |
|
iOS * | 智能手机* | ||
| 从 RFI 创建变更事件 | |
|
iOS 版 | 智能手机* | ||
| 编辑 RFI | |
iOS 版 | Android ** | |||
| 通过电子邮件发送 RFI | |
|
iOS系统 | Android系统 | ||
| 答复 RFI | |
|
iOS系统 | 智能手机* | ||
| 搜索和筛选 RFI | |
|
|
iOS 版 | Android系统 | |
| 查看 RFI | 1 |
1 |
|
iOS 版 | Android系统 | |
1 用户可能需要 RFI 上的特定角色（或细分权限）才能查看 RFI，具体取决于 RFI 的状态和隐私设置。有关详细信息，请参阅查看 RFI (iOS) 和查看 RFI (Android)。
* 此操作可以在离线模式下执行（即，移动设备上无活动网络连接）。一旦重新连接网络，在离线模式下执行的任务将与 Procore 同步。
** 如果此资产/项之前在你的移动设备上查看并缓存过，则可以在离线模式下查看或编辑此资产/项。重新建立网络连接后，在离线模式下执行的任务将与 Procore 同步。
任务
重要提示
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
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.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
|---|---|---|---|---|---|
|
为任何任务添加备注 |
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | |||
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向你创建或是任务分配对象的任务添加备注 |
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此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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添加任务 |
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|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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将创建的任务分配给自己或管理员用户 |
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|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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将任务分配给任何用户 |
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | |||
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将任务状态更改为任何状态 |
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | |||
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将任务状态更改为"已启动"、"进行中"或"可供审核" |
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|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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删除任务 |
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | |||
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编辑任何任务 |
|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | |||
|
编辑自己创建的任务 |
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|
此操作可以离线执行。一旦重新建立网络连接，离线执行的任务将与 Procore 同步。 | ||
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搜索任务 |
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|
如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |
|
发送任务 |
|
如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 | |||
|
查看任务 |
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|
如果此项之前已在移动设备上查看和缓存，则可以在离线模式下查看或编辑该项。 |