360 Reports

Overview

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

  1. Permissions to create and manage reports.

  2. Permissions to access reporting data.

1. Permissions to Create and Manage Reports (Beta)

Permissions Update

Company 360 Reports are now managed by granting users permissions to the Company 360 Reporting tool.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp 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

Assign a 360 Report to All Projects

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Users must have 'Admin' level permissions to the Company Directory to perform this action.

Configure Settings

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Users must have 'Admin' level permissions to the Company Directory to perform this action.

Copy a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Create a Calculated Column

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Create a Report

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  • Super Private Correspondence records are excluded from 360 Reports.

  • Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Create a Report Using a Template

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Create a User Activity Report

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Users must have 'Admin' level permissions to the Company Directory to perform this action.

Delete a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Distribute a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Edit a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Export a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

Share a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

View a Report

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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

2. Permissions for Data Access

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

Action Plans

If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permission.

Admin

Permissions Show/Hide Details

Data Field Group

Project Admin Tool Permissions

Notes

Project

'Read Only' level permissions or higher to the project's Home tool.

This data object is only available with these permissions in the Project Execution dataset.

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' level permissions or higher to the project's Home tool.

This data object is only available with these permissions in the Project Execution dataset.

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)

Data Field Group

Admin Tool Permissions

Notes

Project

'Read Only' level permissions or higher to the project's Home tool.

This data object is only available with these permissions in the Project Execution dataset.

Project Roles

'Read Only' level permissions or higher to the project's Home tool.

This data object is only available with these permissions in the Project Execution dataset.

Change Events

If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.

Commitments

Permissions Show/Hide Details

Data Field Group

Commitments Tool Permissions

Notes

Commitment

If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.

None

Commitment Change Order

Admin

Requires Change Management

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

If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.

None

Commitment Potential Change Order

Admin

Requires Change Management

Commitment Workflow Responses

Admin

Requires Company Workflows

Request for Quote

Read Only, Standard, Admin

None

Request for Quote Quote

Read Only, Standard, Admin

None

Request for Quote Response

Read Only

None

Subcontractor Invoice

Admin

Requires Invoice Management.

Subcontractor Invoice Line Item

Admin

Requires Invoice Management.

Coordination Issues

If you have access to view the coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.

Correspondence

If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.

Note: Super Private correspondences are excluded.

Daily Log

If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.

Documents

Permissions Show/Hide Details

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

If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.

Forms

If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.

Incidents

If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.

Inspections

If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.

Instructions

If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.

Meetings

If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.

Observations

If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.

Photos

If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.

Project Document Management (PDM) - Beta

Permissions Show/Hide Details

Data Field Group

PDM Tool Permissions

Notes

Document Management

Admin

None

Punch List

If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.

RFIs

If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.

Schedule

If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.

Specifications

If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.

Submittals

If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.

Tasks

If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.

Timecards

Permissions Show/Hide Details

Data Field Group

Timecards Tool Permissions

Notes

Daily Timecards and Assignments

Admin

None

Timesheets

If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.