Insights
Learn which user permissions are required to take the described actions in this tool.
Important
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. 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.
Action | None | Read Only | Standard | Admin | Notes |
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Enable Company Insights |
| Users must have 'Admin' level access to the company's Admin tool. | |||
Enable Project Insights |
| Users must have 'Admin' level access to the project's Admin tool. | |||
Customize Company Insights (Reorder Only) |
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| If you can see the Insight, you can configure the order. | |
Customize Company Insights |
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Customize Project Insights |
| You must have 'Admin' level permissions to the Project Directory tool. | |||
View Company Insights (Budget) |
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View Company Insights (Daily Log) |
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View Company Insights (Equipment) |
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View Company Insights (Incidents) |
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View Company Insights (Inspections) |
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View Company Insights (Observations) |
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View Company Insights (RFIs) |
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View Company Insights (Submittals) |
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View Project Insights (Budget) |
| Users need the following permissions to the project's Budget tool:
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View Project Insights (Daily Log) |
| Users need the following permissions to the project's Daily Log tool:
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View Project Insights (Incidents) |
| Users need the following permissions to the project's Incidents tool:
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View Project Insights (Inspections) |
| Users need the following permissions to the project's Inspections tool:
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View Project Insights (Observations) |
| Users need the following permissions to the project's Observations tool:
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View Project Insights (RFIs) |
| Users need the following permissions to the project's RFIs tool:
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View Project Insights (Submittals) |
| Users need the following permissions to the project's Submittals tool:
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