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What Data is Available in the Preconstruction 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 Preconstruction Dataset

Generate reports using the Preconstruction data set to gain insights into your project's early-stage financial planning. This data connects your estimating and bidding information, allowing you to track bid packages and analyze cost estimates to make more informed decisions before breaking ground.

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

Estimating

 Assembly Part

Companies with access to the Estimating tool.
Estimate
Estimate Budget Included Item
Estimate Budget Item 
Estimate Layer
Estimate Layer Group
Estimating Project
Estimate Adjustment
Project Note
Project Task
Project Document

Bidding

 Bid

Companies with access to the Bidding tool.
Bid Form
Bid Item
Bid Package
Contract

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 'Bid' and its 'Bid Form' 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 'Estimating Project' and an 'Estimate Layers' by including a field from their common 'Estimating Layer Groups'.

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. Assembly Part
  2. Estimate
  3. Estimate Budget Included Item
  4. Estimate Budget Item
  5. Estimate Layers
  6. Estimate Layer Groups
  7. Estimating Projects
  8. Estimate Adjustment
  9. Project Note
  10. Project Task
  11. Project Document
  12. Bid
  13. Bid Item
  14. Bid Package
  15. Contract
  16. Bid Vendor
  17. Bid Form
  1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
1          5                        
2           3         3            
3                                  
4           5          5            
5  5                                
6   3   5     1                    
7           1                      
8                                  
9                                  
10                                  
11   3    5                          
12                              12    
13                                12 12 
14                                  
15                        12          
16                          12       12 
17                          12      12