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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

Assign a report to all Procore projects to standardize it across your company. Unlike cloning or sharing, assigning a report to all projects ensures consistent reporting across your portfolio. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company 360 Reporting tool.
  • Additional Information:
    • To edit or delete company-wide reports, a user must have 'Admin' permissions on the Company 360 Reporting tool. Any changes an 'Admin' makes will affect reports across all current and future projects.
    • While they cannot alter the originals, other users can view and copy these reports in the Project 360 Reporting tool.

Steps

  1. Navigate to the company's 360 Reporting tool.
  2. In the My Reports section, click the report you want to assign. 
  3. Click Assign to Projects.


    assign-custom-report-to-all-projects.png
     
  4. In the Assign to Projects window, click Assign.
    Procore adds the report to the Reports tab under Assigned Reports with '- Template' appended to its name.