360 Reporting: Data Guide

Generate reports using the Preconstruction data set to gain insights into your project's early-stage financial planning. This data connects your estimating and bidding information, allowing you to track bid packages and analyze cost estimates to make more informed decisions before breaking ground.

What you can see in this dataset depends on two levels of access in Procore:

• Company Access: Objects in the dataset become available only after your company enables the corresponding tool in its Procore account.

• User Access: Your specific permissions for each tool control which objects are available to you.

A join combines data from related objects into a single row. For example, directly connected objects like a 'Bid' and its 'Bid Form' are automatically joined.

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Estimating Project' and an 'Estimate Layers' by including a field from their common 'Estimating Layer Groups'.

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

• A 'Join' cell connects objects by combining their fields into a single row.

• A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.

• A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.