Permissions Matrix

360 Reporting - 360 Reports

Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:

Permissions to create and manage reports.
Permissions to access data.

Permissions to Create and Manage Reports

Important

Users need 'Admin' permissions to the Company Directory to manage 360 Reports.

Permissions for Data Access

You need the following permissions levels in the source tool to view the relevant data:

Action Plans

Permissions Show/Hide

Data Field Group	Action Plans 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	Project Admin Tool Permissions	Notes
Project	Read Only, Standard, Admin	None
Project Distribution Group	Read Only, Standard, Admin	None
Project Note	Read Only, Standard, Admin	None
Project Permissions	Read Only, Standard, Admin	None
Project Task	Read Only, Standard, Admin	None
Project Roles	Read Only, Standard, Admin	None

Bidding

Permissions Show/Hide

Data Field Group	Bidding 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	Budget 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	Change Events 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	Commitments 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	Coordination Issues Tool Permissions
Coordination Issue	Read Only

Correspondence

Note: Super Private correspondences are excluded.

Permissions Show/Hide

Data Field Group	Correspondence 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	Crews Tool Permissions	Notes
Crew	Read Only	None

Daily Log

Permissions Show/Hide

Data Field Group	Daily Log 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	Direct Costs Tool Permissions	Notes
Direct Cost	Read Only	None
Direct Cost Line Item	Read Only	None

Data Field Group	Directory 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	Documents 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	Drawings Tool Permissions	Notes
Drawing	Admin	None
Drawing Markup Link	Admin	None

Estimating

Permissions Show/Hide

Data Field Group	Estimating 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	Forms Tool Permissions	Notes
Form	Admin	None

Incidents

Permissions Show/Hide

Data Field Group	Incidents 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	Inspections 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	Instructions Tool Permissions	Notes
Instruction	Admin	None

Meetings

Permissions Show/Hide

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

Photos

Permissions Show/Hide

Data Field Group	Photos 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	Punch List 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	RFI 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	Schedule 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	Specifications Tool Permissions	Notes
Specifications	Read Only, Standard, Admin	None

Submittals

Permissions Show/Hide

Data Field Group	Submittals 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	Tasks 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	Task 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	Timesheets 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

Overview

360 Reporting - Single Tool Reports

認証

トレーニング動画ライブラリ

用語集

システムの状態

コミュニティ

製品の更新

開発者

Australia (English)

Brasil (Português)

Canada (English)

Canada (Français)

Deutschland (Deutsch)

España (Español)

France (Français)

Latinoamérica (Español)

Polska (Polski)

United Kingdom (English)

United States (English)

新加坡 (中文)

日本 (日本語)

360 Reporting - 360 Reports

Permissions to Create and Manage Reports

Important

Permissions for Data Access

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