Rapports à outil unique

Rapports à outil unique

Le tableau suivant met en évidence les autorisations utilisateur requises pour exécuter l’action utilisateur décrite.

Company 360 Reporting Tutorials

Action

None

Read Only

Standard

Admin

Notes

Add a Visual to a Company Single Tool Report You Created
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Icon Mindtouch Table Check

You must also have permission to view the data in the report's tool.

Aggregate Data in a Company Single Tool Report
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You must also have permission to view the data in the report's tool.

Assign a Single Tool Report to All Projects
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Copy a Company Single Tool Report You Created
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Copy a Company Single Tool Report as a Viewer (Shared)
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Configure Settings: 360 Reporting
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Create a Calculated Column in a Company Single Tool Report You Created
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You must also have permission to view the data in the report's tool.

Create a Company Single Tool Report Using Data from the Company Directory
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Icon Mindtouch Table Check Gp

  • Users also need 'Admin' level permissions on the Company Directory tool.

  • Users with 'Admin' level permissions on the Project Directory tool for one or more projects, can create company reports using data from those projects.

Create a Company Single Tool Report Using Data from the Company Portfolio tool
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Icon Mindtouch Table Check Gp

  • Users also need 'Admin' level permissions Project Admin tool for one or more projects.

  • To create a report using data from another tool, users also need 'Read Only' level permissions or higher on the relevant tool.

Create a Company Single Tool Report Using Data from Financial Management Tools
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Icon Mindtouch Table Check Gp

  • Users also need 'Admin' level permissions on the relevant financial management tool.

  • For reports using data from project's Budget tool, users need 'Admin' level permissions to the Company Admin.

Delete a Company Single Tool Report You Created
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Delete Any Company Single Tool Report
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Distribute a Snapshot of a Custom Company Report You Created
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Icon Mindtouch Table Check

Distribute Any Snapshot of a Custom Company
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You must have 'Admin' level permissions to the Company Directory tool.

Download an Open Submittals Report
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Edit a Company Single Tool Report
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You must be either the report's Creator or have 'Admin' level permissions to the Company Directory tool.

Export a Company Single Tool Report You Created
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Icon Mindtouch Table Check

Export a Single Tool Company Report as a Viewer (Shared)
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Share a Company Single Tool Report
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View a Report
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Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

You must also have permission to view the data in the report's tool.