Single Tool Reports

Saiba quais são as permissões de usuário necessárias para executar as ações descritas nesta ferramenta.

 Importante

Some actions that impact this tool are done in other Procore tools.

| | A ação está disponível no aplicativo do Procore para Web, iOS e/ou Android. Clique para visualizar o artigo.

icon-mindtouch-table-check.png Os usuários podem executar a ação com esse nível de permissão.

icon-mindtouch-table-check-gp.png Os usuários podem executar essa ação com esse nível de permissão E um ou mais requisitos adicionais, como permissões granulares.

Project 360 Reporting Tutorials

Actions

None

Read Only

Standard

Admin

Notes

Add a Visual to a Project Single Tool Report
Web

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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
Web

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You must also have 'Admin' level permissions on the data source tool.

Copy a Project Single Tool Report You Created
Web

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Copy a Project Single Tool Report (Shared)
Web

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Create a Calculated Column in a Project Single Tool Report
Web

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You must also have 'Admin' level permissions on the data source tool.

Create a Custom Budget Report
Web

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Users must also have the following permissions:

  • 'Read Only' permissions or higher to the project's Budget tool

  • Admin to the company level Admin tool (where custom budget views are managed)

Create a Custom Financial Line Items Report to Compare Budget Snapshots
Web

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Create a Project Single Tool Report
Web

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Users also need the following permissions to the relevant data source tool:

  • Directory: 'Admin' level permissions.

  • Financial Management Tools: 'Standard' level permission or higher.

  • All Other Tools (Core, Project Management, Quality & Safety): 'Read Only' level permissions or higher.

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
Web

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Distribute a Snapshot of Any Project Single Tool Report
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Users must have 'Admin' level permissions to the Company Directory to take this action

Edit Any Project Single Tool Report
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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
Web

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Export a Project Single Tool Report (Shared)
Web

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Share a Project Single Tool Report You Created
Web

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Share a Project Single Tool Report (Shared)
Web

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View a Project Single Tool Report You Created
Web

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View a Project Single Tool Report (Shared)
Web

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