Rapports à 360°
Les outils Rapports à 360° de Procore nécessitent deux couches d’autorisations distinctes pour accéder aux rapports à 360°:
Autorisations de créer et de gérer des rapports.
Autorisations d’accès aux données.
Permissions to Create and Manage Reports
Les outils Rapports à 360° de Procore nécessitent deux couches d’autorisations distinctes pour accéder aux rapports à 360°:
Autorisations de créer et de gérer des rapports.
Autorisations d’accès aux données.
Le tableau suivant met en évidence les autorisations utilisateur requises pour exécuter l’action utilisateur décrite.
Tâches générales | Aucun | Lecture seule | Standard | Admin |
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Afficher un rapport |
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Créer un rapport |
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Modifier un rapport |
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Supprimer un rapport |
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Partager un rapport |
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Exporter un rapport |
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Distribuer un rapport |
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Copier un rapport |
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Promouvoir un rapport de projet au niveau entreprise 1 |
1 Nécessite des autorisations de niveau « Admin » pour l’outil Annuaire au niveau entreprise.
En outre, selon le groupe de champs, les utilisateurs peuvent avoir besoin d’autorisations supplémentaires sur l’outil source des données afin d’accéder aux données à déclarer à partir de l’outil Rapports 360 au niveau projet. Le tableau ci-dessous indique l’outil source de chaque groupe de champs Rapports 360 (le cas échéant) et les autorisations requises sur l’outil source pour accéder aux données à déclarer.
Field Group | Source Tool | None | Read Only | Standard | Admin |
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Action Plan | Action Plans |
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Action Plan Approver | Action Plans |
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Action Plan Line Item | Action Plans |
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Action Plan Line Item Assignee | Action Plans |
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Action Plan Line Item Record | Action Plan |
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Action Plan Line Item Record Request | Action Plans |
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Action Plan Line Item Reference | Action Plans |
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Action Plan Receiver | Action Plan |
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Actual Production Quantities | Budget OR Timesheets |
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Budget Change Adjustment Line Items | Budget |
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Budget Changes | Budget |
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Budget Code | N/A |
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Budget Line Item | Budget |
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Budget Modification | Budget |
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Budget Workflow Responses | Budget |
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Budget Workflow Steps | Budget |
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Budgeted Production Quantities | Budget OR Timesheets |
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Change Event | Change events |
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Change Event Line Item | Change events |
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Change Event Production Quantity | Change events |
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Commitment | Commitments |
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Commitment Change Order | Commitments |
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Commitment Change Order Line Item | Commitments |
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Commitment Change Order Markup | Commitments |
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Commitment Change Order Request | Commitments |
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Commitment Change Order workflow Responses | Commitments |
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Commitment Change Order workflow steps | Commitments |
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Commitment Line Item | Commitments |
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Commitment Potential Change Order | Commitments |
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Commitment Workflow Responses | Commitments |
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Commitment Workflow Steps | Commitments |
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Company (Vendor) - used in company reporting | N/A |
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Company (Vendor) - used in project reporting | N/A |
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Company Global Insurance | Directory |
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Company Project Insurance | Directory |
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Company Folder/Document 2 | Documents |
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Coordination Issue | Coordination Issues |
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Correspondence | Correspondence |
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Correspondence Assignee | Correspondence |
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Correspondence Distribution List | Correspondence |
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Correspondence Response | Correspondence |
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Crew | Crews |
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Daily Log Accident | Daily Log |
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Daily Log Completion | Daily Log |
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Daily Log Construction Report | Daly Log |
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Daily Log Delay | Daily Log |
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Daily Log Delivery | Daily Log |
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Daily Log Dumpster | Daly Log |
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Daily Log Equipment | Daily Log |
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Daily Log Inspection | Daily Log |
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Daily Log Manpower | Daly Log |
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Daily Log Note | Daily Log |
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Daily Log Observed Weather Condition | Daily Log |
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Daily Log Phone Call | Daly Log |
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Daily Log Plan Revision | Daily Log |
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Daily Log Productivity | Daily Log |
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Daily Log Quantity | Daly Log |
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Daily Log Safety Violation | Daily Log |
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Daily Log Scheduled Work | Daily Log |
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Daily Log Scheduled Work Task | Daly Log |
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Daily Log Visitor | Daily Log |
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Daily Log Waste | Daily Log |
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Direct Cost | Direct costs |
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Direct Cost Line Item | Direct costs |
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Distribution List | RFI |
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Drawing Revision | Drawing |
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Drawing Markup Link | Drawing |
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Employees | Directory |
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ERP Job Costs Summary | Budget |
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Estimates | Estimating |
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Estimate Budget Included Item | Estimating |
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Estimate Budget Item | Estimating |
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Estimate Layers | Estimating |
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Estimate Layer Groups | Estimating |
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Estimating Projects | Estimating |
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Folder/Document | Documents |
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Folder/Document Watcher | Documents |
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Form | Forms |
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Incident | Incident |
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Incident Action | Incident |
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Incident Alert | Incident |
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Incident Distribution Member | Incident |
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Incident Injury Body Part | Incident |
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Incident Record | Incident |
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Inspection | Inspection |
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Inspection Assignee | Inspection |
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Inspection Distribution List | Inspection |
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Inspection Item | Inspection |
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Inspection Item Activity | Inspection |
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Inspection Item Comment | Inspection |
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Inspection Schedule | Inspection |
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Inspection Schedule Assignee | Inspection |
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Inspection Schedule Distribution List | Inspection |
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Inspection Signature Request | Inspection |
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Instructions | Instructions |
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Labor Productivity | Budget OR timesheets |
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Labor Productivity: Budget | Budget |
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Location | N/A |
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Meeting | Meeting |
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Meeting Attendee | Meeting |
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Meeting Item | Meeting |
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Meeting Item Assignee | Meeting |
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Meeting Item Attendee | Meeting |
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Monitored Resource | Budget |
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Observation | Observation |
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Observation Activity | Observation |
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Observation Distribution Member | Observation |
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Owner Invoice | Prime contracts |
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Owner Invoice Line Item | Prime contracts |
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Photo | Photo |
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Punch Item | Punch List |
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Punch Item Assignee | Punch List |
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Punch Item Ball in Court | Punch List |
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Punch Item Comments | Punch List |
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Punch Item Distribution Member | Punch List |
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Prime Contract | Prime contracts |
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Prime Contract Change Order | Prime contracts |
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Prime Contract Change Order Line Item | Prime contracts |
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Prime Contract Change Order Markup | Prime contracts |
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Prime Contract Change Order Request | Prime contracts |
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Prime Contract Change Order Workflow Responses | Prime contracts |
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Prime Contract Change Order Workflow Steps | Prime contracts |
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Prime Contract Line Item | Prime contracts |
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Prime Contract Potential Change Order | Prime contracts |
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Prime Potential Change Order Production Quantity | Prime contracts |
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Prime Workflow Responses | Prime contracts |
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Prime Workflow Steps | Prime contracts |
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Project | N/A |
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Project Roles | N/A |
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Request for Quote | Change events |
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Request for Quote Quote | Change events |
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Request for Quote Response | Change events |
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RFI | RFI |
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RFI Assignee | RFI |
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RFI Question | RFI |
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RFI Response | RFI |
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Schedule Calendar Item | Schedule |
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Schedule Lookahead | Schedule |
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Schedule Lookahead Task | Schedule |
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Schedule Task | Schedule |
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Schedule Task Request | Schedule |
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Specifications | Specifications |
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Sub Invoice Workflow Responses | Commitments |
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Sub Invoice Workflow Steps | Commitments |
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Subcontractor Invoice | Commitments |
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Subcontractor Invoice Line Item | Commitments |
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Submittal | Submittal |
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Submittal Approver | Submittal |
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Submittal Ball In Court | Submittal |
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Submittal Distribution List | Submittal |
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T&M Ticket | T&M Tickets |
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T&M Ticket Equipment | T&M Tickets |
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T&M Ticket Labor | T&M Tickets |
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T&M Ticket Material | T&M Tickets |
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Task | Task |
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Task Activity | Task |
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Task Assignee | Task |
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Timecard Entry | Timesheets |
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1 Les administrateurs de types de correspondance peuvent accéder à tous les ensembles de champs de correspondance et sont limités aux colonnes et aux lignes de données par types de correspondance. Les enregistrements de correspondance super privée ne sont pas disponibles dans les rapports améliorés.
2 Nécessite les autorisations d’administrateur de l’annuaire de l’entreprise dans l’outil Admin de l’entreprise.
Autorisations pour les jeux de données
L’accès aux jeux de données est déterminé par l’accès aux groupes de champs au sein d’un jeu de données. Pour obtenir l’accès à un jeu de données, un utilisateur doit avoir accès à l’un des groupes de champs dans le jeu de données donné. L’utilisateur n’aura toujours accès qu’aux données des groupes de champs auxquels il a accès.
Jeu de données | Groupe de champs |
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Finances | Postes budgétaires, Contrat principal, Engagements, Événements de changement, Coûts directs |
Exécution du projet | Plan d’action, correspondance, problème de coordination, rapport journalier, documents, dessin, formulaire, incident, inspection, réunion, observation, photo, liste de réserves, DDR, planning, livrable ou tâche |
Gestion des ressources | Postes budgétaires, contrat principal, engagements, événements de changement, coûts directs, équipes, temps et matériel ou feuilles horaires |
Activité de l’utilisateur | Activité de l’utilisateur dans la plupart des outils. Certains outils ne sont pas inclus, tels que les cartes, la gestion de documents et les outils de projet personnalisés. |
Annuaire & Portefeuille | Utilisateurs, Projet, Entreprises |
Préconstruction | Estimation de projets, budget, appels d’offres |
Autorisations d’accès aux données
Vous devez disposer des niveaux d’autorisation suivants dans l’outil source pour afficher les données pertinentes :
Action Plans
Admin
Enchères
Budget
Change Events
Commitments
Problèmes de coordination
Correspondence
Note: Super Private correspondences are excluded.