How do 360 Reporting permissions work?
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In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
With this beta, your data access is determined by your existing tool permissions. You can create and view detailed Project and Company 360 Reports using all the data you already have permission to see—no tool-level admin access is required. This applies only to data within the Project Execution Dataset.
Answer
Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
-
Permissions to create and manage reports.
-
Permissions to access reporting data.
1. Permissions to Create a 360 Report
You must have these permissions to create and manage a 360 Report:
-
For a Company 360 Report: You must be a Company Admin with 'Admin' level permissions for the Company Directory tool, not the Company 360 Reporting tool.
-
For a Project 360 Report: You must have 'Standard' level permissions or higher on the Project 360 Reporting tool.
In Beta - 360 Project Execution Reporting for Non-Admin Users
For the beta, permissions to manage Company 360 Reports are managed by granting access to the Company 360 Reporting tool.
This is a beta callout. Used to explain features that are currently in beta. -
Important
Permissions to create a report don't guarantee access to its source data. Access to the data in reporting is determined by tool permissions.
2. Permissions to View 360 Report Data
To view data in a 360 report, you generally need 'Admin' permissions on the source tool where that data originates. However, the table below lists the specific requirements for each project-level source tool with unique requirements in Procore.
Note: Company Admins have permissions to view all data.
Action Plans
Permissions Show/Hide Details
|
Data Field Group |
Action Plans Tool Permissions |
Notes |
|---|---|---|
|
Action Plan |
Admin |
None |
|
Action Plan Approver |
Admin |
None |
|
Action Plan Completed Receiver |
Admin |
None |
|
Action Plan Line Item |
Admin |
None |
|
Action Plan Line Item Assignee |
Admin |
None |
|
Action Plan Line Item Record |
Admin |
None |
|
Action Plan Line Item Record Request |
Admin |
None |
|
Action Plan Line Item Reference |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permission.
Admin
Permissions Show/Hide Details
|
Data Field Group |
Project Admin Tool Permissions |
Notes |
|---|---|---|
|
Project |
Read Only, Standard, Admin |
None |
|
Project Distribution Group |
Read Only, Standard, Admin |
None |
|
Project Note |
Read Only, Standard, Admin |
None |
|
Project Permissions |
Read Only, Standard, Admin |
None |
|
Project Task |
Read Only, Standard, Admin |
None |
|
Project Roles |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
|
Data Field Group |
Admin Tool Permissions |
Notes |
|---|---|---|
|
Project |
'Read Only' level permissions or higher to the project's Home tool. |
This data object is only available with these permissions in the Project Execution dataset. |
|
Project Roles |
'Read Only' level permissions or higher to the project's Home tool. |
This data object is only available with these permissions in the Project Execution dataset. |
Bidding
Permissions Show/Hide Details
|
Data Field Group |
Bidding Tool Permissions |
Notes |
|---|---|---|
|
Bid |
Read Only |
None |
|
Bid Form |
Read Only |
None |
|
Bid Item |
Read Only |
None |
|
Bid Package |
Read Only |
None |
|
Bid Vendor |
Read Only |
None |
Budget
Permissions Show/Hide Details
|
Data Field Group |
Budget Tool Permissions |
Notes |
|---|---|---|
|
Actual Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool. |
|
Budget Change |
Read Only, Standard, Admin |
Requires ERP Integrations to see ERP status fields |
|
Budget Change Workflow Steps & Assignment Duration |
Read Only |
Requires Company Workflows |
|
Budget Change Adjustment Line Item |
Read Only, Standard, Admin |
None |
|
Budget Code |
None, Read Only, Standard, Admin |
This is a structural attribute. |
|
Budget Forecast Line Item |
Read Only, Standard, Admin |
None |
|
Budget Line Item |
Read Only, Standard, Admin |
None |
|
Budgeted Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool. |
|
ERP Job Costs Summary |
Read Only, Standard, Admin |
Requires ERP Integrations |
|
Labor Productivity |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool. |
|
Monitored Resource |
Read Only, Standard, Admin |
None |
Change Events
Permissions Show/Hide Details
|
Data Field Group |
Change Events Tool Permissions |
Notes |
|---|---|---|
|
Change Event |
Read Only, Standard, Admin |
None |
|
Change Event Line Item |
Read Only, Standard, Admin |
None |
|
Change Event Production Quantity |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.
Commitments
Permissions Show/Hide Details
|
Data Field Group |
Commitments Tool Permissions |
Notes |
|---|---|---|
|
Commitment |
Admin |
None |
|
Commitment Change Order |
Admin |
Requires Change Management |
|
Commitment Change Order Line Item |
Admin |
Requires Change Management |
|
Commitment Change Order Markup |
Admin |
Requires Change Management |
|
Commitment Change Order Request |
Admin |
Requires Change Management |
|
Commitment Line Item |
Admin |
None |
|
Commitment Potential Change Order |
Admin |
Requires Change Management |
|
Commitment Workflow Responses |
Admin |
Requires Company Workflows |
|
Request for Quote |
Read Only, Standard, Admin |
None |
|
Request for Quote Quote |
Read Only, Standard, Admin |
None |
|
Request for Quote Response |
Read Only |
None |
|
Subcontractor Invoice |
Admin |
Requires Invoice Management. |
|
Subcontractor Invoice Line Item |
Admin |
Requires Invoice Management. |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
|
Data Field Group |
Source Tool Permissions |
Notes |
|---|---|---|
|
Commitment |
If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions. |
None |
|
Commitment Line Item |
If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions. |
None |
Coordination Issues
Permissions Show/Hide Details
|
Data Field Group |
Coordination Issues Tool Permissions |
|---|---|
|
Coordination Issue |
Read Only |
Correspondence
Note: Super Private correspondences are excluded.
Permissions Show/Hide Details
|
Data Field Group |
Correspondence Tool Permissions |
Notes |
|---|---|---|
|
Correspondence |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
|
Correspondence Assignee |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
|
Correspondence Distribution List |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
|
Correspondence Response |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
|
Correspondence Schedule Task |
Read Only |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.
Crews
Permissions Show/Hide Details
|
Data Field Group |
Crews Tool Permissions |
Notes |
|---|---|---|
|
Crew |
Read Only |
None |
Daily Log
Permissions Show/Hide Details
|
Data Field Group |
Daily Log Tool Permissions |
Notes |
|---|---|---|
|
Daily Log Accident |
Admin |
None |
|
Daily Log Completion |
Admin |
None |
|
Daily Log Construction Report |
Admin |
None |
|
Daily Log Delay |
Admin |
None |
|
Daily Log Delivery |
Admin |
None |
|
Daily Log Dumpster |
Admin |
None |
|
Daily Log Equipment |
Admin |
None |
|
Daily Log Inspection |
Admin |
None |
|
Daily Log Manpower |
Admin |
None |
|
Daily Log Note |
Admin |
None |
|
Daily Log Observed Weather Condition |
Admin |
None |
|
Daily Log Phone Call |
Admin |
None |
|
Daily Log Plan Revision |
Admin |
None |
|
Daily Log Productivity |
Admin |
None |
|
Daily Log Quantity |
Admin |
None |
|
Daily Log Safety Violation |
Admin |
None |
|
Daily Log Scheduled Work |
Admin |
None |
|
Daily Log Scheduled Work Task |
Admin |
None |
|
Daily Log Visitor |
Admin |
None |
|
Daily Log Waste |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.
Direct Costs
Permissions Show/Hide Details
|
Data Field Group |
Direct Costs Tool Permissions |
Notes |
|---|---|---|
|
Direct Cost |
Read Only |
None |
|
Direct Cost Line Item |
Read Only |
None |
Directory
Permissions Show/Hide Details
|
Data Field Group |
Directory Tool Permissions |
Notes |
|---|---|---|
|
Company (Vendor) - Used in Company 360 Reporting |
None, Read Only, Standard, Admin |
Data is contextual. |
|
Company (Vendor) - Used in Project 360 Reporting |
None, Read Only, Standard, Admin |
Data is contextual. |
|
Company Comments |
Read Only, Standard, Admin |
None |
|
Company Global Insurance |
Read Only, Standard, Admin |
None |
|
Company Project Insurance |
Read Only, Standard, Admin |
None |
|
Contact |
Read Only, Standard, Admin |
None |
|
Employees |
Read Only |
Data is contextual. |
|
User |
Read Only, Standard, Admin |
Data is contextual. |
Documents
Permissions Show/Hide Details
|
Data Field Group |
Documents Tool Permission |
Notes |
|---|---|---|
|
Company Folder/Document |
Admin |
Also requires 'Admin' level permissions on the Company Directory. |
|
Folder/Document |
Admin |
Also requires 'Admin' level permissions on the Company Directory. |
|
Folder/Document Watcher |
Admin |
Also requires 'Admin' level permissions on the Company Directory. |
Drawings
Permissions Show/Hide Details
|
Data Field Group |
Drawings Tool Permissions |
Notes |
|---|---|---|
|
Drawing |
Admin |
None |
|
Drawing Markup Link |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.
Estimating
Permissions Show/Hide Details
|
Data Field Group |
Estimating Tool Permissions |
Notes |
|---|---|---|
|
Estimate |
Read Only, Standard, Admin |
None |
|
Estimate Adjustment |
Read Only, Standard, Admin |
None |
|
Estimate Budget Included Item |
Read Only, Standard, Admin |
None |
|
Estimate Budget Item |
Read Only, Standard, Admin |
None |
|
Estimate Layer |
Read Only, Standard, Admin |
None |
|
Estimate Layer Group |
Read Only, Standard, Admin |
None |
|
Estimating Project |
Read Only, Standard, Admin |
None |
Forms
Permissions Show/Hide Details
|
Data Field Group |
Forms Tool Permissions |
Notes |
|---|---|---|
|
Form |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.
Incidents
Permissions Show/Hide Details
|
Data Field Group |
Incidents Tool Permissions |
Notes |
|---|---|---|
|
Incident |
Admin |
None |
|
Incident Action |
Admin |
None |
|
Incident Alert |
Admin |
None |
|
Incident Distribution Member |
Admin |
None |
|
Incident Injury Body Part |
Admin |
None |
|
Incident Record |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.
Inspections
Permissions Show/Hide Details
|
Data Field Group |
Inspections Tool Permissions |
Notes |
|---|---|---|
|
Inspection |
Admin |
None |
|
Inspection Assignee |
Admin |
None |
|
Inspection Distribution List |
Admin |
None |
|
Inspection Item |
Admin |
None |
|
Inspection Item Activity |
Admin |
None |
|
Inspection Item Comment |
Admin |
None |
|
Inspection Item Reference |
Admin |
None |
|
Inspection Item Signature Request |
Admin |
None |
|
Inspection Schedule |
Admin |
None |
|
Inspection Schedule Assignee |
Admin |
None |
|
Inspection Schedule Distribution List |
Admin |
None |
|
Inspection Signature Request |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.
Instructions
Permissions Show/Hide Details
|
Data Field Group |
Instructions Tool Permissions |
Notes |
|---|---|---|
|
Instruction |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.
Meetings
Permissions Show/Hide Details
|
Data Field Group |
Meetings Tool Permissions |
Notes |
|---|---|---|
|
Meeting |
Admin |
None |
|
Meeting Attendee |
Admin |
None |
|
Meeting Item |
Admin |
None |
|
Meeting Item Assignee |
Admin |
None |
|
Meeting Item Attendee |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.
Observations
Permissions Show/Hide Details
|
Data Field Group |
Observations Tool Permissions |
Notes |
|---|---|---|
|
Observation |
Admin |
None |
|
Observation Activity |
Admin |
None |
|
Observation Distribution Member |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.
Photos
Permissions Show/Hide Details
|
Data Field Group |
Photos Tool Permissions |
Notes |
|---|---|---|
|
Photo |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.
Prime Contracts (Funding/Client Contracts)
Permissions Show/Hide Details
|
Data Field Group |
Source Tool Permissions |
Notes |
|---|---|---|
|
Owner Invoice |
Admin |
Requires Invoice Management. |
|
Owner Invoice Workflow Steps & Assignment Duration |
Admin |
Requires Invoice Management and Company Workflows. |
|
Owner Invoice Line Item |
Admin |
Requires Invoice Management. |
|
Prime Contract |
Admin |
None |
|
Prime Contract Workflow Steps & Assignment Duration |
Admin
|
Requires Invoice Management and Company Workflows. |
|
Prime Contract Change Order |
Admin |
Requires Change Management. |
|
Prime Contract Change Order Workflow Steps & Assignment Duration |
Admin |
Requires Change Management and Company Workflows. |
|
Prime Contract Change Order Line Item |
Admin |
Requires Change Management. |
|
Prime Contract Change Order Markup |
Admin |
Requires Change Management. |
|
Prime Contract Change Order Request |
Admin |
Requires Change Management. |
|
Prime Contract Change Order Workflow Responses |
Admin |
Requires Change Management. |
|
Prime Contract Change Order Workflow Steps |
Admin |
Requires Change Management. |
|
Prime Contract Line Item |
Admin |
None |
|
Prime Contract Potential Change Order |
Admin |
Requires Change Management. |
|
Prime Potential Change Order Production Quantity |
Read Only, Standard, Admin |
Requires Change Management. |
Punch List
Permissions Show/Hide Details
|
Data Field Group |
Punch List Tool Permissions |
Notes |
|---|---|---|
|
Punch Item |
Admin |
None |
|
Punch Item Assignee |
Admin |
None |
|
Punch Item Ball In Court |
Admin |
None |
|
Punch Item Comments |
Admin |
None |
|
Punch Item Distribution Member |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.
RFIs
Permissions Show/Hide Details
|
Data Field Group |
RFI Tool Permissions |
Notes |
|---|---|---|
|
RFI Distribution List |
Admin |
None |
|
RFI |
Admin |
None |
|
RFI Assignee |
Admin |
None |
|
RFI Question |
Admin |
None |
|
RFI Response |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.
Schedule
Permissions Show/Hide Details
|
Data Field Group |
Schedule Tool Permissions |
Notes |
|---|---|---|
|
Schedule Calendar Item |
Admin |
None |
|
Schedule Lookahead |
Read Only |
None |
|
Schedule Lookahead Task |
Read Only |
None |
|
Schedule Task |
Read Only |
None |
|
Schedule Task Request |
Read Only |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.
Specifications
Permissions Show/Hide Details
|
Data Field Group |
Specifications Tool Permissions |
Notes |
|---|---|---|
|
Specifications |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.
Submittals
Permissions Show/Hide Details
|
Data Field Group |
Submittals Tool Permissions |
Notes |
|---|---|---|
|
Submittal |
Admin |
None |
|
Submittal Approver |
Admin |
None |
|
Submittal Ball In Court |
Admin |
None |
|
Submittal Distribution List |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.
T&M Tickets
Permissions Show/Hide Details
|
Data Field Group |
Tasks Tool Permissions |
Notes |
|---|---|---|
|
T&M Ticket |
Read Only, Standard, Admin |
None |
|
T&M Ticket Equipment |
Read Only, Standard, Admin |
None |
|
T&M Ticket Labor |
Read Only, Standard, Admin |
None |
|
T&M Ticket Material |
Read Only, Standard, Admin |
None |
Tasks
Permissions Show/Hide Details
|
Data Field Group |
Task Tool Permissions |
Notes |
|---|---|---|
|
Task |
Admin |
None |
|
Task Activity |
Admin |
None |
|
Task Assignee |
Admin |
None |
|
Task Distribution Member |
Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.
Timesheets
Permissions Show/Hide Details
|
Data Field Group |
Timesheets Tool Permissions |
Notes |
|---|---|---|
|
Actual Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
|
Budgeted Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
|
Labor Productivity |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
|
Timecard Entry |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.
3. Practical Example: Company 360 Reporting for the RFIs Tool
Here is a practical example of how source tool data permissions work.
Example
The Scenario
-
You are assigned access to nine (9) Procore projects.
-
On five (5) projects, you have 'Admin' permissions on the RFIs tool.
-
On four (4) projects, you have 'Read Only' permissions on the RFIs tool and no granular permissions assigned.
The Action
-
You create a Company 360 Report and add data from the RFIs tool. See Create a Company 360 Report.
The Result
-
The report shows RFIs data for the five (5) projects where you have 'Admin' access.
-
Procore's security rules automatically filter out and exclude data from the four (4) projects where you only have 'Read Only' permissions. This happens because the RFIs tool requires users with 'Read Only' level permissions to have granular permissions. To learn more, see Which Procore tools support granular permissions?