360 Reporting - Single Tool Reports

了解执行此工具中描述的操作需要哪些用户权限。

重要提示

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

#0261 #12261995 该操作在 Procore 的 Web、iOS 和/或 Android 应用程序上可用。点击查看文章。

Icon Mindtouch Table Check用户可以使用此权限级别执行操作。

Icon Mindtouch Table Check Gp用户可以在满足此权限级别以及一项或多项附加要求的情况下执行此操作,例如细分权限

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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Icon Mindtouch Table Check Gp

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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Icon Mindtouch Table Check

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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Icon Mindtouch Table Check Gp

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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Icon Mindtouch Table Check

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
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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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Icon Mindtouch Table Check

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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Icon Mindtouch Table Check

View a Project Single Tool Report (Shared)
Web

Icon Mindtouch Table Check

Icon Mindtouch Table Check

Icon Mindtouch Table Check