How do 360 Reporting permissions work?

Answer

Procore's 360 Reporting tools require two (2) separate permission layers: one to create and manage the report, and another to view the source data it contains.

1. Permissions to Create a 360 Report

You must have these permissions to create and manage a 360 Report:

For a Company 360 Report: You must be a Company Admin with 'Admin' level permissions for the Company Directory tool, not the Company 360 Reporting tool.
For a Project 360 Report: You must have 'Standard' level permissions or higher on the Project 360 Reporting tool.

Important

Permissions to create a report don't guarantee access to its source data. Access to the data in reporting is determined by tool permissions.

2. Permissions to View 360 Report Data

To view data in a 360 report, you generally need 'Admin' permissions on the source tool where that data originates. However, the table below lists the specific requirements for each project-level source tool with unique requirements in Procore.

Action Plans

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Action Plan	Admin	None
Action Plan Approver	Admin	None
Action Plan Completed Receiver	Admin	None
Action Plan Line Item	Admin	None
Action Plan Line Item Assignee	Admin	None
Action Plan Line Item Record	Admin	None
Action Plan Line Item Record Request	Admin	None
Action Plan Line Item Reference	Admin	None

Admin

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Project	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Distribution Group	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Note	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Permissions	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Task	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Roles	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC'

Bidding

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Bid	Read Only	None
Bid Form	Read Only	None
Bid Item	Read Only	None
Bid Package	Read Only	None
Bid Vendor	Read Only	None

Budget

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Actual Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Budget Change	Read Only, Standard, Admin	Requires ERP Integrations to see ERP status fields
Budget Change Workflow Steps & Assignment Duration	Read Only	Requires Company Workflows
Budget Change Adjustment Line Item	Read Only, Standard, Admin	None
Budget Code	None, Read Only, Standard, Admin	This is a structural attribute. There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted source tool access.
Budget Forecast Line Item	Read Only, Standard, Admin	None
Budget Line Item	Read Only, Standard, Admin	None
Budgeted Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
ERP Job Costs Summary	Read Only, Standard, Admin	Requires ERP Integrations
Labor Productivity	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Monitored Resource	Read Only, Standard, Admin	None

Change Events

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Change Event	Read Only, Standard, Admin	None
Change Event Line Item	Read Only, Standard, Admin	None
Change Event Production Quantity	Read Only, Standard, Admin	None
Request for Quote	Read Only, Standard, Admin	None
Request for Quote Quote	Read Only, Standard, Admin	None
Request for Quote Response	Read Only	None

Commitments

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Commitment	Admin	None
Commitment Workflow Steps & Assignment Duration	Admin	Requires Company Workflows
Commitment Change Order	Admin	Requires Change Management
Commitment Change Order Workflow Steps & Assignment Duration	Admin	Requires Change Management and Company Workflows
Commitment Change Order Line Item	Admin	Requires Change Management
Commitment Change Order Markup	Admin	Requires Change Management
Commitment Change Order Request	Admin	Requires Change Management
Commitment Line Item	Admin	None
Commitment Potential Change Order	Admin	Requires Change Management
Commitment Workflow Responses	Admin	Requires Company Workflows
Payment Issued	Admin	Requires Invoice Management. May also be integrated with Procore Pay.
Payment Received	Admin	Requires Invoice Management. May also be integrated with Procore Pay.
Subcontractor Invoice	Admin	Requires Invoice Management.
Subcontractor Invoice Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows
Subcontractor Invoice Line Item	Admin	Requires Invoice Management.

Coordination Issues

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Coordination Issue	Read Only	None

Correspondence

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Correspondence	Admin	Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports.
Correspondence Assignee	Admin	Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports.
Correspondence Distribution List	Admin	Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports.
Correspondence Response	Admin	Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports.
Correspondence Schedule Task	Read Only	Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports.

Crews

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Crew	Read Only	None

Daily Log

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Daily Log Accident	Admin	None
Daily Log Completion	Admin	None
Daily Log Construction Report	Admin	None
Daily Log Delay	Admin	None
Daily Log Delivery	Admin	None
Daily Log Dumpster	Admin	None
Daily Log Equipment	Admin	None
Daily Log Inspection	Admin	None
Daily Log Manpower	Admin	None
Daily Log Note	Admin	None
Daily Log Observed Weather Condition	Admin	None
Daily Log Phone Call	Admin	None
Daily Log Plan Revision	Admin	None
Daily Log Productivity	Admin	None
Daily Log Quantity	Admin	None
Daily Log Safety Violation	Admin	None
Daily Log Scheduled Work	Admin	None
Daily Log Scheduled Work Task	Admin	None
Daily Log Visitor	Admin	None
Daily Log Waste	Admin	None

Direct Costs

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Direct Cost	Read Only	None
Direct Cost Line Item	Read Only	None

Data Field Group	Source Tool Permissions	Notes
Company (Vendor) - Used in Company 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company (Vendor) - Used in Project 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company Comments	Read Only, Standard, Admin	None
Company Global Insurance	Read Only, Standard, Admin	None
Company Project Insurance	Read Only, Standard, Admin	None
Contact	Read Only, Standard, Admin	None
Employees	Read Only	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
User	Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'

Documents

Permissions Show/Hide

Data Field Group	Source Tool Permission	Notes
Company Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document Watcher	Admin	Also requires 'Admin' level permissions on the Company Directory.

Drawings

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Drawing	Read Only, Standard, Admin	None
Drawing Markup Link	Read Only, Standard, Admin	None

Estimating

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Estimate	Read Only, Standard, Admin	None
Estimate Adjustment	Read Only, Standard, Admin	None
Estimate Budget Included Item	Read Only, Standard, Admin	None
Estimate Budget Item	Read Only, Standard, Admin	None
Estimate Layer	Read Only, Standard, Admin	None
Estimate Layer Group	Read Only, Standard, Admin	None
Estimating Project	Read Only, Standard, Admin	None

Forms

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Form	Admin	None

Incidents

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Incident	Admin	None
Incident Action	Admin	None
Incident Alert	Admin	None
Incident Distribution Member	Admin	None
Incident Injury Body Part	Admin	None
Incident Record	Admin	None

Inspections

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Inspection	Admin	None
Inspection Assignee	Admin	None
Inspection Distribution List	Admin	None
Inspection Item	Admin	None
Inspection Item Activity	Admin	None
Inspection Item Comment	Admin	None
Inspection Item Reference	Admin	None
Inspection Item Signature Request	Admin	None
Inspection Schedule	Admin	None
Inspection Schedule Assignee	Admin	None
Inspection Schedule Distribution List	Admin	None
Inspection Signature Request	Admin	None

Instructions

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Instruction	Admin	None

Meetings

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Meeting	Admin	None
Meeting Attendee	Admin	None
Meeting Item	Admin	None
Meeting Item Assignee	Admin	None
Meeting Item Attendee	Admin	None

Observations

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Observation	Admin	None
Observation Activity	Admin	None
Observation Distribution Member	Admin	None

Photos

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Photo	Admin	None

Prime Contracts (Funding/Client Contracts)

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Owner Invoice	Admin	Requires Invoice Management.
Owner Invoice Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows.
Owner Invoice Line Item	Admin	Requires Invoice Management.
Prime Contract	Admin	None
Prime Contract Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows.
Prime Contract Change Order	Admin	Requires Change Management.
Prime Contract Change Order Workflow Steps & Assignment Duration	Admin	Requires Change Management and Company Workflows.
Prime Contract Change Order Line Item	Admin	Requires Change Management.
Prime Contract Change Order Markup	Admin	Requires Change Management.
Prime Contract Change Order Request	Admin	Requires Change Management.
Prime Contract Change Order Workflow Responses	Admin	Requires Change Management.
Prime Contract Change Order Workflow Steps	Admin	Requires Change Management.
Prime Contract Line Item	Admin	None
Prime Contract Potential Change Order	Admin	Requires Change Management.
Prime Potential Change Order Production Quantity	Read Only, Standard, Admin	Requires Change Management.

Punch List

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Punch Item	Admin	None
Punch Item Assignee	Admin	None
Punch Item Ball In Court	Admin	None
Punch Item Comments	Admin	None
Punch Item Distribution Member	Admin	None

RFIs

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
RFI Distribution List	Admin	None
RFI	Admin	None
RFI Assignee	Admin	None
RFI Question	Admin	None
RFI Response	Admin	None

Schedule

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Schedule Calendar Item	Admin	None
Schedule Lookahead	Read Only	None
Schedule Lookahead Task	Read Only	None
Schedule Task	Read Only	None
Schedule Task Request	Read Only	None

Specifications

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Specifications	Read Only, Standard, Admin	None

Submittals

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Submittal	Admin	None
Submittal Approver	Admin	None
Submittal Ball In Court	Admin	None
Submittal Distribution List	Admin	None

T&M Tickets

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
T&M Ticket	Read Only, Standard, Admin	None
T&M Ticket Equipment	Read Only, Standard, Admin	None
T&M Ticket Labor	Read Only, Standard, Admin	None
T&M Ticket Material	Read Only, Standard, Admin	None

Tasks

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Task	Admin	None
Task Activity	Admin	None
Task Assignee	Admin	None
Task Distribution Member	Admin	None

Timesheets

Permissions Show/Hide

Data Field Group	Source Tool Permissions	Notes
Actual Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool.
Budgeted Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool.
Labor Productivity	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool.
Timecard Entry	Read Only, Standard, Admin	None

3. Practical Example: Company 360 Reporting for the RFIs Tool

Here is a practical example of how source tool data permissions work.

Example

The Scenario

You are assigned access to nine (9) Procore projects.
On five (5) projects, you have 'Admin' permissions on the RFIs tool.
On four (4) projects, you have 'Read Only' permissions on the RFIs tool and no granular permissions assigned.

The Action

You create a Company 360 Report and add data from the RFIs tool. See Create a Company 360 Report.

The Result

The report shows RFIs data for the five (5) projects where you have 'Admin' access.
Procore's security rules automatically filter out and exclude data from the four (4) projects where you only have 'Read Only' permissions. This happens because the RFIs tool requires users with 'Read Only' level permissions to have granular permissions. To learn more, see Which Procore tools support granular permissions?

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How do 360 Reporting permissions work?

Answer

1. Permissions to Create a 360 Report

Important

2. Permissions to View 360 Report Data

Action Plans

Admin

Bidding

Budget

Change Events

Commitments

Coordination Issues

Correspondence

Crews

Daily Log

Direct Costs

Directory

Documents

Drawings

Estimating

Forms

Incidents

Inspections

Instructions

Meetings

Observations

Photos

Prime Contracts (Funding/Client Contracts)

Punch List

RFIs

Schedule

Specifications

Submittals

T&M Tickets

Tasks

Timesheets

3. Practical Example: Company 360 Reporting for the RFIs Tool

Example

See Also