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What Data is Available in the Directory and Portfolio Dataset for Enhanced Reporting?

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 In Beta
The User Activity dataset in 360 Reporting is currently available as an open Beta. For instructions on how to create a 360 Report with this dataset, see Create a User Activity Report in 360 Reporting.

Objects in the Directory and Portfolio Dataset

Generate reports using the Directory & Portfolio data set to gain high-level visibility across your entire business. This set allows you to organize and analyze comprehensive data on companies, users, projects, and insurance, transforming raw operational information into data-driven decisions.

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
Directory Company (Vendor) All Companies
User
Portfolio Project
Directory Company Global Insurance
Company Project Insurance
Company Comments
Company Distribution Group
Contact
Project Distribution Group
Admin Tool Configuration
Permissions Project Permissions
Company Permissions
Project Granular Permissions
Project Tool Configuration

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 'Company (Vendor)' and its 'User' 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 'Company Distribution Group' and an 'Company' by including a field from their common 'User'.

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

  1. Company (Vendor)
  2. User
  3. Project
  4. Company Global Insurance
  5. Company Project Insurance
  6. Company Comments
  7. Company Distribution Group
  8. Contact
  9. Project Distribution Group
  10. Tool Configuration
  11. Project Permissions
  12. Company Permissions
  13. Project Granular Permissions
  14. Company Granular Permissions

NOTE: Company level permissions does not show permissions to custom tools. Project level permissions does not yet show permissions to correspondence or any custom correspondence types.

* Join only for project contacts
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