Company 360 Reporting - User Permissions
360 Reports
Overview
Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
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Permissions to create and manage reports.
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Permissions to access reporting data.
1. Permissions to Create and Manage Reports (Beta)
Important
Company 360 Reports are now managed by granting users permissions to the Company 360 Reporting tool.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
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Action |
None |
Read Only |
Standard |
Admin |
Notes |
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Assign a 360 Report to All Projects |
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Users must have 'Admin' level permissions to the Company Directory to perform this action. |
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Configure Settings |
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Users must have 'Admin' level permissions to the Company Directory to perform this action. |
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Copy a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Create a Calculated Column |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Create a Report |
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Create a Report Using a Template |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Create a User Activity Report |
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Users must have 'Admin' level permissions to the Company Directory to perform this action. |
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Delete a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Distribute a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Edit a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Export a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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Share a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
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View a Report |
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Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |
2. Permissions for Data Access
You need the following permissions levels in the source tool to view the relevant data:
Action Plans
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 Permissions.
Admin
Asset
Change Events
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
Coordination Issues
If you have access to view the coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.
Correspondence
If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.
Note: Super Private correspondences are excluded.
Daily Log
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.
Directory
Documents
Drawings
If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.
Forms
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
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
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
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
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
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
If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.
Project Document Management (PDM) - Beta
Punch List
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
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
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
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
If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.
Tasks
If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.
Timecards
Timesheets
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.
Single Tool Reports
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
This table shows the user permissions needed to take each action in the Company 360 Reporting tool.
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Company 360 Reporting Tutorials Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
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Add a Visual to a Company Single Tool Report You Created |
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You must also have permission to view the data in the report's tool. |
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Aggregate Data in a Company Single Tool Report |
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You must also have permission to view the data in the report's tool. |
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Assign a Single Tool Report to All Projects |
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Copy a Company Single Tool Report You Created |
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Copy a Company Single Tool Report as a Viewer (Shared) |
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Configure Settings: 360 Reporting |
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Create a Calculated Column in a Company Single Tool Report You Created |
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You must also have permission to view the data in the report's tool. |
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Create a Company Single Tool Report Using Data from the Company Directory |
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Create a Company Single Tool Report Using Data from the Company Portfolio tool |
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Create a Company Single Tool Report Using Data from Financial Management Tools |
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Delete a Company Single Tool Report You Created |
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Delete Any Company Single Tool Report |
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Distribute a Snapshot of a Custom Company Report You Created |
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Distribute Any Snapshot of a Custom Company |
You must have 'Admin' level permissions to the Company Directory tool. |
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Download an Open Submittals Report |
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Edit a Company Single Tool Report |
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You must be either the report's Creator or have 'Admin' level permissions to the Company Directory tool. |
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Export a Company Single Tool Report You Created |
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Export a Single Tool Company Report as a Viewer (Shared) |
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Share a Company Single Tool Report |
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View a Report |
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You must also have permission to view the data in the report's tool. |