Insights
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
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 |
|---|---|---|---|---|---|
Enable Company Insights |
| Users must have 'Admin' level access to the company's Admin tool. | |||
Enable Project Insights |
| Users must have 'Admin' level access to the project's Admin tool. | |||
Customize Company Insights (Reorder Only) |
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| If you can see the Insight, you can configure the order. | |
Customize Company Insights |
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Customize Project Insights |
| You must have 'Admin' level permissions to the Project Directory tool. | |||
View Company Insights (Budget) |
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View Company Insights (Daily Log) |
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View Company Insights (Equipment) |
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View Company Insights (Incidents) |
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View Company Insights (Inspections) |
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View Company Insights (Observations) |
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View Company Insights (RFIs) |
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View Company Insights (Submittals) |
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View Project Insights (Budget) |
| Users need the following permissions to the project's Budget tool:
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View Project Insights (Daily Log) |
| Users need the following permissions to the project's Daily Log tool:
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View Project Insights (Incidents) |
| Users need the following permissions to the project's Incidents tool:
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View Project Insights (Inspections) |
| Users need the following permissions to the project's Inspections tool:
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View Project Insights (Observations) |
| Users need the following permissions to the project's Observations tool:
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View Project Insights (RFIs) |
| Users need the following permissions to the project's RFIs tool:
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View Project Insights (Submittals) |
| Users need the following permissions to the project's Submittals tool:
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