How do 360 Reporting permissions work?
Answer
Procore's 360 Reporting tools require two (2) separate permission layers: one to create and manage the report, and another to view the source data it contains.
1. Permissions to Create a 360 Report
You must have these permissions to create and manage a 360 Report:
- For a Company 360 Report: Company Admin (i.e., 'Admin' on the Company Directory tool).
- For a Project 360 Report: 'Standard' level permissions or higher on the Project 360 Reporting tool.
Important
Permission to create a report does not guarantee access to its source data. A second permission layer protects sensitive financial and administrative information by controlling who can view it.
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 source tool in Procore.
| Solution | Source Tool | Data Field Group | Required User Permissions for Source Tool | Notes | |||
|---|---|---|---|---|---|---|---|
| None | Read Only | Standard | Admin | ||||
| Quality & Safety | Action Plans | Action Plan |  |
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| Action Plan Approver | |
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| Action Plan Completed Receiver | |
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| Action Plan Line Item | |
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| Action Plan Line Item Assignee | |
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| Action Plan Line Item Record | |
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| Action Plan Line Item Record Request | |
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| Action Plan Line Item Reference | |
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| Core Tool | Many | Location | |
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This is a structural attribute. There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted source tool access. Example: If you have access to the Punch List tool on 'Project ABC', you will see location data for Punch List items on 'Project ABC.' |
| Preconstruction | Bidding | Bid | |
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| Bid Form | |
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| Bid Item | |
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| Bid Package | |
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| Bid Vendor | |
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| Financial Management | Budget | Budget Change | |
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Requires ERP Integrations to see ERP status fields. | |
| Budget Change Workflow Steps & Assignment Duration | |
Requires Company Workflows | |||||
| Budget Change Adjustment Line Item | |
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| Budget Code | |
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This is a structural attribute. There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted Budget tool access. Example: If you have access to the Budget tool on 'Project ABC', you see budget code data for 'Project ABC.' |
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| Budget Forecast Line Item | |
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| Budget Line Item | |
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| ERP Job Costs Summary | |
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Requires ERP Integrations | |||
| Monitored Resource | |
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| Financial Management + Resource Management | Budget or Timesheets | Actual Production Quantities | |
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| Budgeted Production Quantities | |
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| Labor Productivity | |
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| Financial Management + Change Management | Change Events | Change Event | |
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| Change Event Line Item | |
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| Change Event Production Quantity | |
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| Request for Quote | |
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| Request for Quote Quote | |
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| Request for Quote Response | |
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| Financial Management | Commitments | Commitment | |
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| Commitment Workflow Steps & Assignment Duration | |
Requires Company Workflows | |||||
| Commitment Change Order | |
Requires Change Management | |||||
| Commitment Change Order Workflow Steps & Assignment Duration | |
Requires Change Management and Company Workflows | |||||
| Commitment Change Order Line Item | |
Requires Change Management |
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| Commitment Change Order Markup | |
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| Commitment Change Order Request | |
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| Commitment Line Item | |
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| Commitment Potential Change Order | |
Requires Change Management | |||||
| Commitment Workflow Responses | |
Requires Company Workflows | |||||
| Commitment Workflow Steps | |
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| Payment Issued | |
Requires Invoice Management. These can also be integrated with Procore Pay. | |||||
| Payment Received | |
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| Subcontractor Invoice | |
Requires Invoice Management | |||||
| Subcontractor Invoice Workflow Steps & Assignment Duration | |
Requires Invoice Management and Company Workflows | |||||
| Subcontractor Invoice Line Item | |
Require Invoice Management | |||||
| Preconstruction | Coordination Issues | Coordination Issue | |
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| Project Management | Correspondence | Correspondence | |
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. |
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| Correspondence Assignee | |
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| Correspondence Distribution List | |
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| Correspondence Response | |
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| Correspondence Schedule Task | |
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| Resource Management | Crews | Crew | |
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| Project Management | Daily Log | Daily Log Accident | |
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| Daily Log Completion | |
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| Daily Log Construction Report | |
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| Daily Log Delay | |
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| Daily Log Delivery | |
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| Daily Log Dumpster | |
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| Daily Log Equipment | |
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| Daily Log Inspection | |
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| Daily Log Manpower | |
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| Daily Log Note | |
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| Daily Log Observed Weather Condition | |
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| Daily Log Phone Call | |
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| Daily Log Plan Revision | |
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| Daily Log Productivity | |
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| Daily Log Quantity | |
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| Daily Log Safety Violation | |
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| Daily Log Scheduled Work | |
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| Daily Log Scheduled Work Task | |
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| Daily Log Visitor | |
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| Daily Log Waste | |
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| Financial Management | Direct Costs | Direct Cost | |
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| Direct Cost Line Item | |
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| Core Tools | Directory | Company (Vendor) - Used in Company 360 Reporting | |
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Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC' |
| Company (Vendor) - Used in Project 360 Reporting | |
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| Company Comments | |
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| Company Global Insurance | |
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| Company Project Insurance | |
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| Contact | |
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| Employees | |
Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have access to the Punch List tool on 'Project ABC', you will see employee data for punch list items on 'Project ABC.' |
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| User | |
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| Project Management | Documents | Company Folder/Document |  |
Also requires 'Admin' level permissions on the Company Directory |
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| Folder/Document | |
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| Folder/Document Watcher | |
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| Project Management | Drawings | Drawing | |
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| Drawing Markup Link | |
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| Preconstruction | Estimating | Estimate | |
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| Estimate Adjustment | |
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| Estimate Budget Included Item | |
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| Estimate Budget Item | |
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| Estimate Layer | |
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| Estimate Layer Group | |
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| Estimating Project | |
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| Core Tools | Forms | Form | |
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| Quality & Safety | Incidents | Incident | |
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| Incident Action | |
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| Incident Alert | |
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| Incident Distribution Member | |
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| Incident Injury Body Part | |
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| Incident Record | |
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| Quality & Safety | Inspections | Inspection | |
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| Inspection Assignee | |
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| Inspection Distribution List | |
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| Inspection Item | |
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| Inspection Item Activity | |
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| Inspection Item Comment | |
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| Inspection Item Reference | |
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| Inspection Item Signature Request | |
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| Inspection Schedule | |
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| Inspection Schedule Assignee | |
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| Inspection Schedule Distribution List | |
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| Inspection Signature Request | |
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| Core Tools & Project Management | Instructions | Instruction | |
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| Project Management | Meetings | Meeting | |
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| Meeting Attendee | |
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| Meeting Item | |
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| Meeting Item Assignee | |
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| Meeting Item Attendee | |
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| Quality & Safety | Observations | Observation | |
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| Observation Activity | |
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| Observation Distribution Member | |
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| Project Management | Photos | Photo | |
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| Financials Management | Prime Contracts | Owner Invoice | |
Requires Invoice Management | |||
| Owner Invoice Workflow Steps & Assignment Duration | |
Requires Invoice Management and Company Workflows | |||||
| Owner Invoice Line Item | |
Requires Invoice Management | |||||
| Prime Contract | |
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| Prime Contract Workflow Steps & Assignment Duration | |
Requires Company Workflows | |||||
| Prime Contract Change Order | |
Requires Change Management | |||||
| Prime Contract Change Order Workflow Steps & Assignment Duration | |
Requires Change Management and Company Workflows | |||||
| Prime Contract Change Order Line Item | |
Requires Change Management | |||||
| Prime Contract Change Order Markup | |
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| Prime Contract Change Order Request | |
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| Prime Contract Change Order Workflow Responses | |
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| Prime Contract Change Order Workflow Steps | |
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| Prime Contract Line Item | |
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| Prime Contract Potential Change Order | |
Requires Change Management | |||||
| Prime Potential Change Order Production Quantity | |
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| Project Management | Punch List | Punch Item | |
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| Punch Item Assignee | |
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| Punch Item Ball in Court | |
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| Punch Item Comments | |
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| Punch Item Distribution Member | |
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| Project Management | RFIs | Distribution List | |
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| RFI | |
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| RFI Assignee | |
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| RFI Question | |
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| RFI Response | |
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| Project Management | Schedule | Schedule Calendar Item | |
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| Schedule Lookahead | |
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| Schedule Lookahead Task | |
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| Schedule Task | |
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| Schedule Task Request | |
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| Project Management | Specifications | Specifications | |
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| Project Management | Submittals | Submittal | |
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| Submittal Approver | |
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| Submittal Ball In Court | |
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| Submittal Distribution List | |
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| Resource Management | T&M Tickets | T&M Ticket | |
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| T&M Ticket Equipment | |
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| T&M Ticket Labor | |
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| T&M Ticket Material | |
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| Project Management | Tasks | Task | |
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| Task Activity | |
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| Task Assignee | |
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| Task Distribution Member | |
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| Resource Management | Timesheets | Timecard Entry | |
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| Core Tools | Admin, Directory | Project | |
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Data is contextual. The data you see depends on the report you are running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
| Project Distribution Group | |
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| Project Note | |
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| Project Permissions | |
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| Project Task | |
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| Project Roles | |
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