360 Reporting - Single Tool Reports

Erfahren Sie, welche Benutzerberechtigungen erforderlich sind, um die beschriebenen Aktionen in diesem Tool auszuführen.

 Wichtig

Some actions that impact this tool are done in other Procore tools.

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Icon Mindtouch Table Check Benutzer können die Aktion mit dieser Berechtigungsstufe ausführen.

Icon Mindtouch Table Check Gp Benutzer können diese Aktion mit dieser Berechtigungsstufe UND einer oder mehreren zusätzlichen Anforderungen, wie z. B. granularen Berechtigungen, durchführen.

General Actions

Project 360 Reporting Tutorials

Actions

None

Read Only

Standard

Admin

Notes

Add a Visual to a Project Single Tool Report
Web

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You must also have 'Read Only' level permission or higher on the data source tool.

Aggregate Data in a Project Single Tool Report
Web

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You must also have 'Admin' level permissions on the data source tool.

Copy a Project Single Tool Report You Created
Web

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Copy a Project Single Tool Report (Shared)
Web

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Create a Calculated Column in a Project Single Tool Report
Web

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You must also have 'Admin' level permissions on the data source tool.

Create a Custom Budget Report
Web

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Users must also have the following permissions:

  • 'Read Only' permissions or higher to the project's Budget tool

  • Admin to the company level Admin tool (where custom budget views are managed)

Create a Custom Financial Line Items Report to Compare Budget Snapshots
Web

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Create a Project Single Tool Report
Web

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Users also need the following permissions to the relevant data source tool:

  • Directory: 'Admin' level permissions.

  • Financial Management Tools: 'Standard' level permission or higher.

  • All Other Tools (Core, Project Management, Quality & Safety): 'Read Only' level permissions or higher.

Delete a Project Single Tool Report
Web

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Users with 'Admin' level permissions to the Company Directory can also take this action.

Distribute a Snapshot of a Project Single Tool Report You Created
Web

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Distribute a Snapshot of Any Project Single Tool Report
Web

Users must have 'Admin' level permissions to the Company Directory to take this action

Edit Any Project Single Tool Report
Web

Users must have 'Admin' level permissions to the Company Directory to take this action

Edit a Project Single Tool Report You Created
Web

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Export a Project Single Tool Report You Created
Web

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Export a Project Single Tool Report (Shared)
Web

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Share a Project Single Tool Report You Created
Web

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Share a Project Single Tool Report (Shared)
Web

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View a Project Single Tool Report You Created
Web

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View a Project Single Tool Report (Shared)
Web

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Reports

Daily Log Reports

The following permissions are required for the Daily Log tool to view the Report.

Daily Log Reports

None

Read Only

Standard

Admin

View All Daily Log Reports

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Financial Reports

Financial Reports

None

Read Only

Standard

Admin

Create a Custom Financial Line Items Report to Compare Budget Snapshots

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View Budget Modifications Report

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5

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5

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5

View Budget Detail Report

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5

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5

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5

View Buyout Summary Report

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6

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6

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6

View Overdue Prime Contract Change Orders

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View Committed Cost Report

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View Overdue Commitment Change Orders

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View Subcontractor Invoices by Date

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View Unexecuted Prime Contract Change Orders

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View Prime Potential Change Order Report By Change Reason

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View Monitored Resources Report

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5

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5

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5

Project Reports

Project Reports

None

Read Only

Standard

Admin

View Cost Code Report

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3

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3

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3

View Assignment Report

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3

View User Sessions Reports

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3

View Outbound Emails Report

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View RFI Delays

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3

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3

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3

View Submittal Approvers' Response Time

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3

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3

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3

View Punch List Delays

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3

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3

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3

View Vendor Insurance Report

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4

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4

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4

View Watch Folders Report

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3

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3

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3

View Labor Budget to Actual Report

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3

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3

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3

View Field Production Report

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3

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3

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3

View Timecard Reports

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3

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3

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3

Schedule Reports

Schedule Reports

None

Read Only

Standard

Admin

View All Schedule Reports

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