View a Xero™ Job Costs Report
Objective
To view the 'Job Costs Report' when your Procore project is configured to work with an integrated ERP system.
Things to Consider
- Required User Permission:
- For Company Level Reports:
- 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
- For Project Level Reports:
- 'Read-only' level permission and above on the project's Reports tool
AND- 'Admin' level permission and above on the project's Budgets tool
OR - 'Admin' level permission on the project's Prime Contract tool.
- 'Admin' level permission and above on the project's Budgets tool
- 'Read-only' level permission and above on the project's Reports tool
- For Company Level Reports:
- Limitations:
- You can only export the Job Costs Report as a PDF or CSV at the Project level.
Steps
At the Project Level
*Requires 'Read-only' and above user permissions on the Reports tab AND either 'Read-only' and above user permissions on the Budget tab or 'Admin' on the Prime Contract tab.
- Navigate to the project's Reports tool.
- Click the Xero™ Job Costs link.
- Next to the Export Data As label, click PDF or CSV.
This exports the Job Costs Report.
At the Company Level
*Requires 'Admin' user permissions on the ERP Integrations tab at the Company level.
- Navigate to the ERP Integrations tool.
- Click the Job Costs subtab.
- In the 'Filter By Job' area, select your project from the drop-down list (Note: You will only be able to view the Job Costs Report for a single project at a time).