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View Assignment Report

Objective

To view assignment reports for your project, which will show all items assigned to users across all Project level tools.

Things to Consider

  • Required User Permission: 'Admin' on the Project level Reports tool and 'Admin' on the Project level Admin tool.

Steps

  1. Navigate to the Project level level Reports tool.
  2. Click Assignment Report under the Project Reports section.
  3. Select the desired user from the Filter box.


     
  4. Click Filter.
  5. You will see a report with the following information:

    • Project: This is the project in which the assigned user must complete the task.
    • Created By: This is the user who created the item.
    • Type: This is the type of item that is assigned to the user.
    • #: This is the number of the item that was assigned to it upon creation.
    • Title: Click the link of the item title to view it in Procore.
    • Status: This is the status of the item.
      (Note: As a general rule, closed items are closed and resolved, while open items are not resolved or are currently being resolved.)

Next Steps

  1. Export the report as a PDF or CSV by clicking the relevant button in the top right.
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Last modified
07:42, 18 Apr 2017

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