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What Data is Available in the Resource Management Dataset for 360 Reporting?

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The Resource Management dataset allows you to analyze your team's productivity and its financial impact by connecting resource allocation and time tracking with key project data.

Objects in the Resource Management Dataset

Generate reports using the Resource Management data set to access a comprehensive collection of your company's project data. This data connects project financials, such as budgets and commitments, with resource allocation and time tracking to provide detailed insights into your overall operational performance.

What you can see in this dataset depends on two levels of access in Procore:

  • Company Access: Objects in the dataset become available only after your company enables the corresponding tool in its Procore account.
  • User Access: Your specific permissions for each tool control which objects are available to you.
Area Object Available to
Core Company (Vendor) All Companies
Crew Companies with access to Resource Management
Employee All Companies
Project
Budget Budget Change Companies with access to Financials
Budget Change Adjustment Line Item
Budget Line Item All Companies
Budget Code Budget Code All Companies
Change Events Change Event Companies with access to Financials
Change Event Line Item
Commitments Commitment Companies with access to Financials
Commitment Line Item
Commitment Change Orders Commitment Change Order Companies with access to Financials
Commitment Change Order Line Item
Commitment Potential Change Order
Commitment Potential Change Order Request
Commitment Change Order Markup
Direct Costs Direct Cost Companies with access to Financials
Direct Cost Line Items
Prime Contracts Prime Contract Companies with access to Financials
Prime Contract Line Items
Prime Contract Change Orders Prime Contract Change Order Companies with access to Financials
Prime Contract Potential Change Order
Prime Contract Change Order Request
Prime Contract Change Order Line Item
Prime Contract Change Order Markup
Production Quantities Actual Production Quantity Companies with access to Resource Management or Financials
Budgeted production Quantity
Change Event Production Quantity Companies with access to Financials
Prime Contract Change Order Production Quantity
Resource Planning  Resource Planning Assignment Companies with access to Resource Planning
Resource Planning Group
Resource Planning Job Title
Resource Planning People
Resource Planning Project 
Resource Planning Request
Resource Planning Time Off
Resource Planning Roles
Resource Planning Tags
Resource Planning Wage Overrides  
T&M Tickets T&M Ticket Companies with access to Resource Management or T&M Tickets
T&M Ticket Equipment
T&M Ticket Labor
T&M Ticket Material
T&M Ticket Subcontractor
Timecard Entry Timecard Entry Companies with access to Resource Management

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Commitment' and its 'Commitment Change Order' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.
  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.
Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Actual Production Quantity
  2. Budget Code
  3. Budget Line Item
  4. Budgeted Production Quantity
  5. Change Events
  6. Change Event Line Item
  7. Change Event Production Quantity
  8. Commitment
  9. Commitment Change Order
  10. Commitment Change Order Line Item
  11. Commitment Change Order Markup
  12. Commitment Change Order Request
  13. Commitment Line Item
  14. Commitment Potential Change Order
  15. Company (Vendor)
  16. Crew
  17. Direct Cost
  18. Direct Cost Line Item
  19. Employee
  20. Prime Contract
  21. Prime Contract Change Order
  22. Prime Contract Change Order Line Item
  23. Prime Contract Change Order Markup
  24. Prime Contract Change Order Production Quantity
  25. Prime Contract Change Order Request
  26. Prime Contract Line Item
  27. Prime Contract Potential Change Order
  28. Project
  29. Project Roles
  30. Resource Planning Assignment
  31. Resource Planning Group
  32. Resource Planning Job Title
  33. Resource Planning People
  34. Resource Planning Project
  35. Resource Planning Request
  36. Resource Planning Time Off
  37. Resource Planning Roles
  38. Resource Planning Tags
  39. Resource Planning Wage Overrides
  40. T&M Ticket
  41. T&M Ticket Equipment
  42. T&M Ticket Labor
  43. T&M Ticket Material
  44. T&M Ticket Subcontractors
  45. Timecard Entry
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