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Procore

Assign a Single Tool Report to All Projects

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Objective

To assign a single tool report to all of the projects in your company's account. 

Background

Assigning reports to all projects allows company administrators to standardize reports across the company and create consistency in reporting. Assigning reports to all projects differs from cloning a report, because you are adding this report to all projects in the company rather than simply copying the report to the same company or project's 360 Reporting tool. To learn how to clone a report, see Clone a Company Single Tool Report. Assigning reports to all projects also differs from sharing a report, because sharing a report only gives other users access to the report and the report does not propagate in all projects. To learn how to share a report, see Share a Company Single Tool Report.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company 360 Reporting tool.
  • Additional Information:
    • Only users with 'Admin' level permissions on the Company 360 Reporting tool can edit or delete the report. Any changes are reflected across all reports on all projects.
    • Assigning a report to all projects will also add the report to any new project created.
    • Company reports that are assigned to projects can be viewed and cloned in the Project 360 Reporting tool by users with the appropriate permissions. See View a Report and Clone a Project Single Tool Report.

Steps

  1. Navigate to the Company level 360 Reporting tool.
  2. In the My Reports section, click on the report that you want to assign to all of your company's Procore projects. 
  3. Click Assign to Projects.


    assign-custom-report-to-all-projects.png
     
  4. In the Assign to Projects window, click Assign.
    The report is added to all of the Active projects in your company's Procore account and the word 'Template' is added to the original title of the report. For example, if your report is titled "Financials Report," the report will show up under the [Project Name] Templates section in each Project 360 Reporting tool as "Financials Report - Template".