Promote a Project Report to the Company Level

When you create a report at the project level, you might decide that it would be useful to have the same report available on other projects within your company's Procore account. You can promote a report from the project level to the company level to make it available for assignment to other projects.

• 'Admin' level permissions to the Company level Directory tool.

• You must have access to the report as the creator, or the report must be shared with you.

• Create a Project 360 Report

1. Navigate to the Project level 360 Reporting tool.

2. View the report you want to promote to the Company level.

3. Click the vertical ellipsis (⋮) and hover over Make a Copy.

4. Select Promote to Company.
   A banner appears when the promotion is successful.

5. (Optional) Click View Copy in the banner to view the report at the Company level.