Single Tool Reports

Aprenda qué permisos de usuario son necesarios para realizar las acciones descritas en esta herramienta.

 Importante

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

| | La acción está disponible en la aplicación web, iOS o Android de Procore. Haga clic para ver el artículo.

icon-mindtouch-table-check.png Los usuarios pueden realizar la acción con este nivel de permiso.

icon-mindtouch-table-check-gp.png Los usuarios pueden realizar esta acción con este nivel de permiso Y uno o más requisitos adicionales, como permisos granulares.

Project 360 Reporting Tutorials

Action

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 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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