Reports: New Project Roles Report
This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: November 12, 2020
New Project Roles Report
Procore released a new report called the Project Roles report. This report allows users to report on projects, users, and users' roles on projects. Users with the appropriate permissions can run this report in both the Project and Company level Reports tools to easily identify who has been assigned which role on one or more projects.
Details
The following table lists the reportable fields and their additional functionality options included in the Project Roles report.
| Field | Additional Functionality |
|---|---|
| Address | Group By |
| Authorized Bidder | Filter |
| Business phone | Group By |
| Business phone extension | Group By |
| Can push to accounting | Group By |
| City | Group By |
| Contact company | Filter, Group By |
| Contact name | Group By |
| Country code | Filter, Group By |
| County | Group By |
| Date created at | Filter, Group By |
| Email address | Filter, Group By |
| Employee ID | Group By |
| ERP rejected | Group By |
| ERP reviewable | Group By |
| Fax number | Group By |
| Has agree to terms | Filter, Group By |
| Initials | Group By |
| Is active | Filter, Group By |
| Is customer | Group By |
| Is employee | Filter, Group By |
| Is insurance manager | Filter, Group By |
| Job title | Group By |
| Last login at | Group By |
| Last updated | Filter, Group By |
| Latitude | Group By |
| License number | Group By |
| Longitude | Group By |
| Mobile phone | Group By |
| Prequalified | Filter, Group By |
| Project address | |
| Project bid type | Filter, Group By |
| Project city | Filter, Group By |
| Project country | Filter, Group By |
| Project county | Filter, Group By |
| Project date created | Filter, Group By |
| Project department | Filter |
| Project description | |
| Project designated market area | Filter, Group By |
| Project estimated completion date | Filter, Group By |
| Project estimated start date | Filter, Group By |
| Project name | Filter, Group By, Hyperlinked |
| Project notes | |
| Project number | Filter, Group By |
| Project office name | Filter, Group By |
| Project owner type | Filter, Group By |
| Project parent job | Filter, Group By |
| Project phone | Group By |
| Project program | Filter, Group By |
| Project region | Filter, Group By |
| Project role name | Filter, Group By |
| Project square feet | Group By |
| Project stage | Filter, Group By |
| Project state | Filter, Group By |
| Project total value | Group By |
| Project type | Filter, Group By |
| Project Zip | Filter, Group By |
| Signed safe harbor agreement | Filter, Group By |
| State code | Group By |
| State full name | Group By |
| Terms conditions accepted at | Group By |
| Today | |
| Website | Group By |
| Welcome email sent at | Group By |
| Zip | Group By |
See Also
If you would like to ask questions or share any feedback, please contact support@procore.com.