360 Reporting - Single Tool Reports
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.
Project 360 Reporting Tutorials Action | None | Read Only | Standard | Admin | Notes |
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Add a Visual to a Project Single Tool Report |
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| You must also have 'Read Only' level permission or higher on the data source tool. | ||
Aggregate Data in a Project Single Tool Report |
| You must also have 'Admin' level permissions on the data source tool. | |||
Copy a Project Single Tool Report You Created |
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Copy a Project Single Tool Report (Shared) |
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Create a Calculated Column in a Project Single Tool Report |
| You must also have 'Admin' level permissions on the data source tool. | |||
Create a Custom Financial Line Items Report to Compare Budget Snapshots |
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Create a Project Single Tool Report |
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| Users also need the following permissions to the relevant data source tool:
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Delete a Project Single Tool Report |
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| Users with 'Admin' level permissions to the Company Directory can also take this action. | ||
Distribute a Snapshot of a Project Single Tool Report You Created |
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Distribute a Snapshot of Any Project Single Tool Report | Users must have 'Admin' level permissions to the Company Directory to take this action | ||||
Edit Any Project Single Tool Report | Users must have 'Admin' level permissions to the Company Directory to take this action | ||||
Edit a Project Single Tool Report You Created |
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Export a Project Single Tool Report You Created |
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Export a Project Single Tool Report (Shared) |
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Share a Project Single Tool Report You Created |
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Share a Project Single Tool Report (Shared) |
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View a Project Single Tool Report You Created |
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View a Project Single Tool Report (Shared) |
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