Company 360 Reporting - User Permissions

360 Reports

Permissions to Create and Manage Reports

 Important
Users need 'Admin' permissions to the Company Directory to manage 360 Reports.

Beta Overview - 360 Reporting Permissions

 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.
 

Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:

  1. Permissions to create and manage reports.

  2. Permissions to access reporting data.

1. Permissions to Create and Manage Reports (Beta)

 In Beta
For the beta, permissions to manage Company 360 Reports are managed by granting access to the Company 360 Reporting tool.
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The action is available on Procore's Web, iOS, and/or Android application.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Beta Permissions
Action

None

Read Only

Standard

Admin

Notes

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.

Configure Settings

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Users must have 'Admin' level permissions to the Company Directory to perform this action.

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.

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.

Create a Report

    

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  • Super Private Correspondence records are excluded from 360 Reports.

  • Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

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.

Create a User Activity Report

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Users must have 'Admin' level permissions to the Company Directory to perform this action.

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.

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.

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.

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.

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.

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 (Beta)

You need the following permissions levels in the source tool to view the relevant data:

Action Plans

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

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.

Change Events

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

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

 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 coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.

Correspondence

Note: Super Private correspondences are excluded.

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.

Daily Log

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.

Punch List

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore.

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.