360 Reporting: Data Guide

How Your Data is Organized

This guide introduces the fundamental concepts of data structure in 360 Reporting. Understanding these building blocks—from datasets and objects to joins and granularity—is the key to creating powerful and insightful reports.

Data Structure

When building a 360 Report, data is organized in a three-level hierarchy: Datasets, Objects, and Fields.

Select a Dataset: Your first step is to choose the dataset to use. A dataset is the complete pool of data available for your report. You can only use data from dataset you select, although some fields are included in multiple datasets. Available datasets include:
- Financials
- Resource Management
- Project Execution
- User Activity
- Directory & Portfolio
- Preconstruction
- Agent Adoption
Find your Objects: Within a dataset, the system organizes information into objects. An object groups all the fields related to a specific item, like an RFI. This ensures all the fields you are working with have a consistent level of detail.
Choose your Fields: Inside each object, you find fields. A field is the most granular piece of data, such as 'Title', 'Status', or 'Due Date.'

You can create 360 Reports at the company or project level using the datasets provided in this guide.

Types of Fields

In 360 Reporting, fields are categorized by the type of data they contain and how you can use them.

Measure: A measure is a field containing a numerical value, such as an amount, quantity, or number of hours. You use measures to perform calculations and aggregations, like summing costs or averaging hours.
Dimension: A dimension is a field that contains descriptive text, like a name, title, or status. You use dimensions to label, group, or filter your data. You cannot use them in mathematical calculations.
- Hyperlinked Dimensions: Some dimension fields, like 'RFI Number' or 'Commitment Title,' are also hyperlinks. You can click them to open the source item in a new window.
Boolean: A boolean field holds one of two values: True (yes) or False (no). You use it to represent binary information, such as whether a commitment is 'Executed' or an RFI is marked 'Private.'
Date and Date/Time: These fields contain date or date with time values, such as a 'Due Date' or 'Date Created.'

Important

In 360 Reporting, date fields in project-level reports always use the project’s timezone. See Create a New Project. In company-level reports, they use the company’s timezone. See Configure Your Company Settings.

Granularity and Grain

To build powerful and insightful reports, it's crucial to grasp two fundamental concepts: granularity and grain.

Granularity: The Level of Detail. A report's granularity defines its level of detail. A low-granularity report shows high-level, summary information (e.g., totals for an entire project). In contrast, a high-granularity report shows fine-grained detail (e.g., individual transactions within that project).
Grain: The Focus of Each Row. The grain specifies what each row in a report represents. For example, if each row shows a unique RFI, the report's grain is 'RFI.'

How Report Grain Changes

In 360 Reporting, the grain of a report can change as you add more fields.

The grain changes whenever you add a new field. If you add the 'Project Name' field, each row becomes a unique project. If you then add the more granular 'RFI Number' field, the grain shifts so that each row represents a unique RFI.
The grain only changes when you add a descriptive (non-measure) field. If you add a measure (a quantifiable value like cost or quantity), the grain remains the same. The report aggregates the new measure to the current level of detail.

Joins

In Enhanced Reporting, joins create relationships between different data objects. For example, RFIs connect to a project, commitment line items belong to a commitment, and users are part of a company.

Pulling in Related Information

Joins allow you to pull fields from multiple related objects into a single report. For instance, the 'Company' object joins with the 'Commitment' object. This connection lets you pull any information about that company directly into your commitment report.

When you combine fields from joined objects, the report displays them in the same row. For example, a report can show the 'Project Name', 'Commitment Number ', 'Line Item Amount', and 'Budget Code' together in a single row because the objects are joined.

Direct and Indirect Joins

Getting different data objects to appear in the same report row depends entirely on how they are 'joined.' Understanding the types of joins—Direct and Indirect—is the key to building the report you need.

Direct Joins

A direct join is a simple, non-stop connection. One object links straight to another.

Example

Objects: A Company (Vendor) is directly joined to a User.
Relationship: They are a direct join. Their information will automatically appear together in the same report row.

Indirect Joins

An indirect join is a connection that requires a "middleman" object. The two objects you want to report on don't link to each other, but they both link to a third, common object.

Example

Objects: A Company Distribution Group and Company (Vendor)
Relationship: These objects do not have a direct join. However, both objects have direct joins to User. To show Company Distribution Group and Company (Vendor) in a report, you must also add the User object, which allows all three objects to appear on the same report row.

Note

Adding a measure (like a line item amount) from a joined object does not change the report's grain. In the example above, the report's grain remains 'Commitment,' and the line item's measure aggregates to that level.

Financials

The Financials dataset provides a comprehensive set of objects for reporting on every aspect of your project's financial lifecycle. Use this dataset to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Joins through Named Objects in Bold	Joins through any Line Item Object	Joins through any Line Item Object except Budget
Budget Change	Budget Change Adjustment Line Item, Project	Budget Change Adjustment Line Item: Budget Code, Budget Line Item	None	None
Budget Change Adjustment Line Item	Budget Change, Budget Code, Budget Line Item, Project	None	None	None
Budget Code	Budget Change Adjustment Line Item, Budget Line Item, Budget Modification, Change Event Line Item, Commitment Change Order Line Item, Commitment Line Item, direct Cost line Item, ERP Job Costs Summary, Monitored Resource, Owner Invoice Line Item, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Line Item, Subcontractor Invoice Line Item	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	Project	Company (Vendor)
Budget Line Item	Budget Change Adjustment Line Item, Budget Code, Budget Modification, Change Event Line Item, Commitment Change Order Line Item, Commitment Line Item, Direct Cost Line Item, Monitored Resource, Owner Invoice Line Item, Prime Contract Change Order Line Item, Prime Contract Line Item, Project, Subcontractor Invoice Line Item	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Budget Modification	Budget Code, Budget Line Item	None	None	None
Change Event	Change Event Line Item, Prime Contract, Prime Contract Change Order Markup, Project	Change Event Line Item: Budget Code, Budget Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Request for Quote, Request for Quote Quote, Request for Quote Response	None	None
Change Event Line Item	Budget Code, Budget Line Item, Change Event, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project, Request for Quote, Request for Quote Quote, Request for Quote Response	None	None	None
Commitment	Change Event Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Lien Waiver, Manual Hold, Payment Issued, Payment Requirement, Project, Request for Quote, Request for Quote Quote, Request for Quote Response	Commitment Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None	None
Commitment Change Order	Change Event Line Item, Commitment, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Project, Subcontractor Invoice Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Change Order Line Item	Budget Code, Budget Line Item, Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project, Subcontractor Invoice Line Item	Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Change Order Markup	Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Project	None	None	None
Commitment Change Order Request	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Potential Change Order, Company (Vendor), Project, Subcontractor Invoice Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Line Item	Budget Code, Budget Line Item, Commitment, Company (Vendor), Project, Subcontractor Invoice Line Item	Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Potential Change Order	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Company (Vendor), Project, Subcontractor Invoice Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Company (Vendor)	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company Global Insurance, Company Project Insurance, Direct Cost, Direct Cost Line Item, Lien Waiver, Manual Hold, Owner Invoice, Owner Invoice Line Item, Payment Issued, Payment Requirement, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project, Subcontractor Invoice, Subcontractor Invoice Line Item, Contract Compliance, Payment Beneficiary, Sub-Tier, Sub-Tier Waiver	Change Event Line Item: Change Event, Request for Quote, Request for Quote Quote, Request for Quote Response	None	Budget Code
Company Global Insurance	Company (Vendor)	None	None	None
Company Project Insurance	Company (Vendor), Project	None	None	None
Direct Cost	Company (Vendor), Direct Cost Line Item, Project	Direct Cost Line Item: Budget Code, Budget Code Line Item	None	None
Direct Cost Line Item	Budget Code, Budget Line Item, Company (Vendor), Direct Cost	None	None	None
ERP Job Costs Summary	Budget Code, Project	None	None	None
Invoice Compliance	Commitment, Company (Vendor), Project, Subcontractor Invoice	None	None	None
Lien Waiver	Commitment, Company (Vendor), Payment Requirement, Project, Subcontractor Invoice	None	None	None
Manual Hold	Commitment, Company (Vendor), Subcontractor Invoice	None	None	None
Monitored Resource	Budget Code, Budget Line Item, Change Event, Project	None	None	None
Owner Invoice	Company (Vendor), Owner Invoice Line Item, Payment Issued, Prime Contract, Project	Owner Invoice Line Item: Budget Code, Budget Line Item, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order	None	None
Owner Invoice Line Item	Budget Code, Budget Line Item, Company (Vendor), Owner Invoice, Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project	None	None	None
Payment Issued	Change Event, Commitment, Company (Vendor), Payment Requirement, Prime Contract, Project, Subcontractor Invoice	None	None	None
Payment Received	Prime Contract, Owner Invoice, Company (Vendor), Project	None	None	None
Payment Requirement	Commitment, Company (Vendor), Lien Waiver, Payment Issued, Project, Subcontractor Invoice	None	None	None
Prime Contract	Change Event, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice, Owner Invoice Line Item, Payment Issued, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project	Prime Contract Line Item: Budget Code, Budget Line Item Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Prime Contract Change Order	Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Company (Vendor) Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Change Order Line Item	Budget Code, Budget Line Item, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Change Order Markup	Budget Code, Change Event, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	None	None	None
Prime Contract Change Order Request	Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Potential Change Order, Project	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Line Item	Budget Code, Budget Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Project	Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Potential Change Order	Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Project	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Project	Budget Change, Budget Change Adjustment Line Item, Budget Line Item, Change Event, Change Event Line Item, Commitment, Commitment Chane Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Company Project Insurance, Direct Cost, Direct Cost Line Item, ERP Job Costs Summary, Lien Waiver, Monitored Resource, Owner Invoice, Owner Invoice Line Item, Payment Issued, Payment Requirement, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project Roles, Request for Quote, Request for Quote Quote, Request for Quote Response, Subcontractor Invoice, Subcontractor Invoice Line Item, Contract Compliance, Payment Beneficiary, Sub-Tier, Sub-Tier Waiver	None	Budget Code	None
Request for Quote	Project	None	None	None
Project Role	Change Event Line Item, Project, Request for Quote Quote, Request for Quote Response, Subcontractor Invoice	Change Event Line Item: Change Event, Company (Vendor)	None	None
Request For Quote Quote	Change Event Line Item, Project, Request for Quote	Change Event Line Item: Change Event, Company (Vendor)	None	None
Request For Quote Response	Change Event Line Item, Payment Requirement, Project, Request for Quote	Change Event Line Item: Change Event, Company (Vendor), Payment Requirement, Project, Request for Quote	None	None
Subcontractor Invoice	Commitment, Company (Vendor), Lien Waiver, Manual Hold, Payment Issued, Payment Requirement, Project, Subcontractor Invoice Line Item, Sub-Tier Waiver	Subcontractor Invoice Line Item: Budget Code, Budget Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order	None	None
Subcontractor Invoice Line Item	Budget Code, Budget Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Project, Subcontractor Invoice	None	None	None
Contract Compliance	Commitment, Company (Vendor), Project	None	None	None
Payment Beneficiary	Company (Vendor), Project	None	None	None
Sub-Tier	Commitment, Company (Vendor), Project, Sub-Tier Waiver	None	None	None
Sub-Tier Waiver	Commitment, Company (Vendor), Project, Subcontractor Invoice, Sub-Tier	None	None	None

Resource Management

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. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Joins through Named Objects in Bold	Notes
Actual Production Quantity	Budget Code, Crew, Employee, Project, Timecard Entry	None	None
Budget Code	Actual Production Quantity, Budget Line Item, Budgeted Production Quantity, Change Event Line Item, Direct Cost Line Item, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request	Change Event Line Item: Change Events, Commitment Line Item: Commitment, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Line Item: Commitment Change Order, Commitment Potential Change Order, Direct Cost Line Item: Direct Cost, Prime Contract Change Order Request: Prime Contract, Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request	Join through any line item object: Project, Join through any line item object except Budget: Company (Vendor)
Budget Line Item	Budget Code, Project	None	None
Budgeted Production Quantity	Budget Code, Project	None	None
Change Events	Change Event Line Item, Change Event Production Quantity, Prime Contract, Prime Contract Change Order Markup, Project	Change Event Line Item: Budget Code, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None
Change Event Line Item	Budget Code, Change Events, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	None	None
Change Event Production Quantity	Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	None	None
Commitment	Change Event Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Project	Commitment Line Item: Budget Code, Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None
Commitment Change Order	Change Event Line Item, Commitment, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Project	Commitment Change Order Line Item: Budget Code, Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None
Commitment Change Order Line Item	Budget Code, Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	Change Event Line Item: Change Events	None
Commitment Change Order Markup	Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Project Roles	None	None
Commitment Change Order Request	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Potential Change Order, Company (Vendor), Project	Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order
Commitment Line Item	Budget Code, Commitment, Commitment Change Order, Company (Vendor), Project	None	None
Commitment Potential Change Order	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Company (Vendor), Project	Commitment Change Order Line Item: Budget, Change Event Line Item: Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Potential Change Order
Company (Vendor)	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Direct Cost, Direct Cost Line Item, Employee, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project, Resource Planning Wage Overrides, T&M Ticket Subcontractors	Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, T&M Ticket: T&M Ticket Subcontractors	Join through any line item object except Budget: Budget Code
Crew	Actual Production Quantity, Employee, Project, Timecard Entry	None	None
Direct Cost	Company (Vendor), Employee	Direct Cost Line Item: Budget Code	None
Direct Cost Line Item	Budget Code, Company (Vendor), Direct Cost	None	None
Employee	Actual Production Quantity, Company (Vendor), Crew, Resource Planning People, Timecard Entry	None	None
Prime Contract	Change Event, Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project	Prime Contract Line Item: Budget Code Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None
Prime Contract Change Order	Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	Prime Contract Change Order Line Item: Budget Code Change Event Line Item: Change Event, Change Event Line Item, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order
Prime Contract Change Order Line Item	Budget Code, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	Change Event Line Item: Change Events, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order
Prime Contract Change Order Markup	Budget Code, Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	None	None
Prime Contract Change Order Production Quantity	Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project	None	None
Prime Contract Change Order Request	Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Potential Change Order, Project	Prime Contract Change Order Markup: Budget Code Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None
Prime Contract Line Item	Budget Code, Company (Vendor), Prime Contract, Project	None	None
Prime Contract Potential Change Order	Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Potential Change Order, Project	Prime Contract Change Order Markup: Budget Code Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None
Project	Actual Production Quantity, Budget Line Item, Budgeted Production Quantity, Change Event, Change Event Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Crew, Direct Cost, Direct Cost Line Item, Employee, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project Roles, Resource Planning Request, T&M Ticket, T&M Ticket Equipment, T&M Ticket Labor, T&M Ticket Material, T&M Ticket Subcontractors, Timecard Entry	None	Join through any line item object except Budget: Budget Code
Project Roles	Commitment Change Order Markup, Project	None	None
Resource Planning Assignment	Resource Planning People, Resource Planning Project	Resource Planning Project: Resource Planning People
Resource Planning Group	Resource Planning Job Title, Resource Planning People, Resource Planning Project
Resource Planning Job Title	Resource Planning Group, Resource Planning People, Resource Planning Request, Resource Planning Roles, Resource Planning Tags, Resource Planning Wage Overrides	Resource Planning People: Resource Planning Assignment, Resource Planning Time Off	None
Resource Planning People	Employee, Resource Planning Assignment, Resource Planning Group, Resource Planning Job Title, Resource Planning Request, Resource Planning Time Off, Resource Planning Tags	None	None
Resource Planning Project	Project, Resource Planning Assignment, Resource Planning Group, Resource Planning People, Resource Planning Request, Resource Planning Roles, Resource Planning Tags	None	None
Resource Planning Request	Resource Planning Job Title, Resource Planning Project	None	None
Resource Planning Time Off	Resource Planning People	Resource Planning People: Resource Planning Job Title
Resource Planning Roles	Resource Planning Job Title, Resource Planning People, Resource Planning Project	None	None
Resource Planning Tags	Resource Planning Job Title, Resource Planning People, Resource Planning Project	None	None
Resource Planning Wage Overrides	Resource Planning Job Title	None	None
T&M Ticket	Company (Vendor), Project, T&M Ticket Equipment, T&M Ticket Labor, T&M Ticket Subcontractors	None	None
T&M Ticket Equipment	Project, T&M Ticket	None	None
T&M Ticket Labor	Project, T&M Ticket	T&M Ticket: Company (Vendor)	None
T&M Ticket Material	Project, T&M Ticket	None	None
T&M Ticket Subcontractors	Company (Vendor), Project, T&M Ticket	None	None
Timecard Entry	Actual Production Quantity, Budget Code, Crew, Employee, Project	None	None

Project Execution

The Project Execution dataset provides a detailed view into your project's daily operational health by connecting on-site activities with core administrative records. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Indirect Joins via Named Object in Bold	Notes
Action Plan	Action Plan Approver, Action Plan Line Item, Action Plan Line Item Assignee, Action Plan Line Item Record, Action Plan Line Item Record Request, Action Plan Line Item Reference, Action Plan Receiver, Location, Project	Action Plan Line Item Record: Correspondence, Form, Inspection, Meeting, Observation, Punch Item, Submittal Action Plan Line Item Reference: Correspondence, Drawing, Form, Meeting, Observation, Specification Section, Submittal	None
Action Plan Approver	Action Plan, Location, Project	None	None
Action Plan Line Item	Action Plan, Action Plan Line Item Assignee, Action Plan Line Item Record, Action Plan Line Item Record Request, Action Plan Line Item Reference, Location, Project	Action Plan Line Item Record: Correspondence, Form, Inspection, Meeting, Observation, Photo, Submittal Action Plan Line Item Reference: Correspondence, Drawing, Form, Meeting, Observation, Specification Section, Submittal Daily Log Dumpster: Incident Action	None
Action Plan Line Item Assignee	Action Plan, Action Plan Line Item, Location, Project	None	None
Action Plan Line Item Record	Action Plan, Action Plan Line Item, Action Plan Line Item Record Request, Correspondence, Form, Inspection, Location, Meeting, Photo, Project, Submittal	None	None
Action Plan Line Item Record Request	Action Plan, Action Plan Line Item, Action Plan Line Item Record, Location, Project	Action Plan Line Item Record: Correspondence, Form, Inspection, Observation, Photo, Submittal	None
Action Plan Line Item Reference	Action Plan, Action Plan Line Item, Correspondence, Location, Meeting, Observation, Project, Specification Section, Submittal	None	None
Action Plan Receiver	Action Plan, Location, Project	None	None
Change Event	Change Event Line Item, Correspondence	None	None
Change Event Line Item	Change Event, Correspondence Assignee, Meeting, Project	None	None
Commitment	Commitment Line Item, Project	Commitment Line Item: Daily Log Productivity	None
Commitment Line Item	Commitment, Daily Log Productivity, Project	None	None
Company Folder/Document	None	None	None
Coordination Issue	Action Plan Line Item, Drawing Markup Link, Location, Observation, Project, RFI	Drawing Markup Link: Drawing	None
Correspondence	Action Plan Line Item Record, Action Plan Line Item Reference, Change Event, Change Event Line Item, Correspondence Assignee, Correspondence Distribution List, Correspondence Response, Correspondence Schedule Task, Drawing Markup Link, Location, Project, RFI, RFI Ball in Court, Schedule Task, Specification Section	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Action Plan Line Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Drawing	None
Correspondence Assignee	Correspondence, Location, Project, RFI, Specification Section	None	None
Correspondence Distribution List	Correspondence, Location, Project, RFI, Specification Section	None	None
Correspondence Response	Correspondence, Location, Project, RFI, Specification Section	None	None
Correspondence Schedule Task	Correspondence, Location, Project, RFI, Schedule Task	None	None
Daily Log Accident	Project	None	None
Daily Log Completion	Project	None	None
Daily Log Construction Report	Project	None	None
Daily Log Delay	Location, Project	None	None
Daily Log Delivery	Project	None	None
Daily Log Dumpster	Project	None	None
Daily Log Equipment	Location, Project	None	None
Daily Log Inspection	Location, Project	None	None
Daily Log Manpower	Location, Project	None	None
Daily Log Note	Location, Project	None	None
Daily Log Observed Weather Condition	Project	None	None
Daily Log Phone Call	Project	None	None
Daily Log Plan Revision	Project	None	None
Daily Log Productivity	Commitment Line Item, Project	Commitment Line Item: Commitment	None
Daily Log Quantity	Location, Project	None	None
Daily Log Safety Violation	Project	None	None
Daily Log Scheduled Work	Project	None	None
Daily Log Scheduled Work Task	Project	None	None
Daily Log Visitor	Project	None	None
Daily Log Waste	Project	None	None
Drawing	Drawing Markup Link, Inspection Item Reference	Action Plan Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Coordination Issue, Folder/Document, Inspection, Observation, Photo, Punch Item, RFI, Submittal Inspection Item Reference: Inspection, Inspection Item, Inspection Schedule	None
Drawing Markup Link	Coordination Issue, Drawing, Form, Folder/Document, Inspection, Observation, Photo, Project, Punch Item, RFI, Submittal	None	None
Equipment	Inspection, Project	None	None
Folder/Document	Drawing Markup Link, Folder/Document Watcher, Project	Drawing Markup Link: Drawing	None
Folder/Document Watcher	Folder/Document, Project	None	None
Form	Inspection Item Reference, Project	Action Plan Line Item Record: Action Plan, Action Plan Line Item Action Plan Line Item Reference: Action Plan, Action Plan Line Item Inspection Item Reference: Inspection, Inspection Schedule Inspection Item: Inspection Item Reference	None
Incident	Incident Action, Incident Alert, Incident Distribution Member, Incident Injury Body Part, Incident Record, Location, Observation, Project	None	None
Incident Action	Form, Location, Observation, Project	Observation: Action Plan Line Item, Inspection Item	None
Incident Alert	Form, Location, Project	None	None
Incident Distribution Member	Incident, Location, Project	None	None
Incident Injury Body Part	Incident, Location, Project	None	None
Incident Record	Form, Location, Project	None	None
Incident Witness Statement	Incident, Location, Project	None	None
Inspection	Action Plan Line Item Record, Drawing Markup Link, Equipment, Inspection Assignee, Inspection Distribution List, Inspection Item, Inspection Item Activity, Inspection Item Comment, Inspection Item Reference, Inspection Item Signature Request, Inspection Request, Inspection Signature Request, Location, Observation, Observation Activity, Observation Distribution Member, Project, Specification Section	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Drawing Markup Link: Drawing Inspection Item Reference: Drawing, Form, Photo	None
Inspection Assignee	Inspection, Location, Project, Specification Section	None	None
Inspection Distribution List	Inspection, Location, Project, Specification Section	None	None
Inspection Item	Inspection, Inspection Item Activity, Inspection Item Comment, Inspection Item Reference, Inspection Item Signature Request, Location, Observation, Observation Activity, Observation Distribution Member, Project, Specification Section	Inspection Item Reference: Drawing, Form, Photo	None
Inspection Item Activity	Inspection, Inspection Item, Location, Project, Specification Section	None	None
Inspection Item Comment	Inspection, Inspection Item, Location, Project, Specification Section	None	None
Inspection Item Reference	Drawing, Form, Inspection, Inspection Item, Inspection Schedule, Location, Photo, Project	None	None
Inspection Item Signature Request	Inspection, Inspection Item, Location, Project	None	None
Inspection Schedule	Inspection, Inspection Item Reference, Inspection Schedule Assignee, Inspection Schedule Distribution List, Project	None	None
Inspection Schedule Assignee	Inspection Schedule, Project	None	None
Inspection Schedule Distribution List	Inspection Schedule, Project	None	None
Inspection Signature Request	Inspection, Location, Project, Specification Section	None	None
Instruction	Project	None	None
Location	Action Plan, Action Plan Approver, Action Plan Line Item, Action Plan Line Item Assignee, Action Plan Line Item Recor, Action Plan Line Item Record Request, Action Plan Line Item Reference, Action Plan Receiver, Correspondence, Correspondence Assignee, Correspondence Distribution List, Correspondence Response, Correspondence Schedule Task, Daily Log Accident, Daily Log Delay, Daily Log Equipment, Daily Log Inspection, Daily Log Manpower, Daily Log Note, Daily Log Observed Weather Condition, Daily Log Quantity, Incident, Incident Action, Incident Alert, Incident Distribution Member, Incident Injury Body Part, Incident Record, Incident Witness Statement, Inspection, Inspection Assignee, Inspection Distribution List, Inspection Item, Inspection Item Activity, Inspection Item Comment, Inspection Item Signature Request, Inspection Signature Request, Observation, Observation Activity, Observation Distribution Member, Photo, Project, Punch Item, Punch Item Assignee, Punch Item Ball in Court, Punch Item Distribution Member, RFI, RFI Assignee, RFI Ball in Court, RFI Distribution List, RFI Response, Submittal, Submittal Approver, Submittal Ball in Court, Submittal Distribution List	None	None
Meeting	Action Plan Line Item Record, Action Plan Line Item Reference, Change Event, Change Event Line Item, Meeting Attendee, Meeting Item, Meeting Item Assignee, Project	Action Plan Line Item Record: Action Plan, Action Plan Line Item Action Plan Line Item Reference: Action Plan, Action Plan Line Item	None
Meeting Attendee	Meeting, Project	None	None
Meeting Item	Meeting, Project	None	None
Meeting Item Assignee	Meeting, Project	None	None
Observation	Action Plan Line Item Record, Action Plan Line Item Reference, Change Event, Coordination Issue, Drawing Markup Link, Incident, Incident Action, Inspection, Inspection Item, Location, Observation Activity, Observation Distribution Member, Specification Section	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Record Request Action Plan Line Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Drawing	None
Observation Activity	Inspection, Inspection Item, Location, Observation, Project, Specification Section	None	None
Observation Distribution Member	Inspection, Inspection Item, Location, Observation, Project, Specification Section	None	None
Photo	Action Plan Line Item Record, Drawing Markup Link, Inspection Item Reference, Location, Project	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Drawing Markup Link: Drawing Inspection Item Reference: Inspection, Inspection Item, Inspection Schedule	None
Project	All data objects except Company Folder/Document and Project	None	None
Punch Item	Drawing Markup Link, Location, Punch Item Assignee, Punch Item Ball in Court, Punch Item Distribution Member	Drawing Markup Link: Drawing	None
Punch Item Assignee	Location, Punch Item	None	None
Punch Item Ball in Court	Location, Punch Item	None	None
Punch Item Distribution Member	Location, Punch Item	None	None
RFI*	Change Event, Change Event Line Item, Correspondence Distribution List, Correspondence Response, Drawing Markup Link, Location, RFI Assignee, RFI Ball in Court, RFI Distribution List, RFI Response, Specification Section	Drawing Markup Link: Drawing	None
RFI Assignee	Location, RFI, Specification Section	None	None
RFI Ball in Court	Location, RFI, Specification Section	None	None
RFI Distribution List	Location, RFI, Specification Section	None	None
RFI Response	Location, RFI, Specification Section	None	None
Schedule Calendar Item	None	None	None
Schedule Lookahead	Schedule Lookahead Task	Schedule Lookahead Task: Schedule Task	None
Schedule Lookahead Task	Schedule Lookahead, Schedule Task	None	None
Schedule Task	Coordination Issue, Correspondence Schedule Task, Schedule Lookahead Task, Schedule Task Change, Schedule Task Request, Submittal	Schedule Lookahead Task: Schedule Task	None
Schedule Task Change	Schedule Task	None	None
Schedule Task Request	Schedule Task	None	None
Specification Section	Action Plan Line Item Reference, Coordination Issue, Correspondence, Correspondence Assignee, Correspondence Distribution List, Inspection, Inspection Assignee, Inspection Distribution List, Inspection Item, Inspection Item Activity, Inspection Item Comment, Inspection Signature Request, Observation, Observation Activity, Observation Distribution Member, RFI, RFI Assignee, RFI Bakk in Court, RFI Distribution List, RFI Response, Submittal, Submittal Approver, Submittal Ball in Court, Submittal Distribution List	None	None
Submittal	Action Plan Line Item Record, Action Plan Line Item Record Request, Drawing Markup Link, Location, Schedule Task, Specification Section, Submittal Approver, Submittal Ball in Court, Submittal Distribution List	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Action Plan Line Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Drawing	None
Submittal Approver	Location, Specification Section, Submittal	None	None
Submittal Ball in Court	Location, Specification Section, Submittal	None	None
Task	Task Activity, Task Assignee, Task Distribution Member	None	None
Task Activity	Task	None	None
Task Assignee	Task	None	None
Task Distribution Member	Task	None	None
Timecard Entry	None	None	None

User Activity

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.

The User Activity Dataset gives you the option to create 360 Reports using data that reflects user actions in Procore. Track your team's activity by tool, action, or user over any time period. This information helps leaders understand how their company uses Procore. They can also use it to review employee activity to correct mistakes or investigate activities.

Tip

What's the difference between the User Activity Report and the User Sessions Report? With the User Activity Report, you can:

Get a longer, more complete history. You can track activity over 31 days—a major increase from the 7-day limit in the User Sessions Report—and view actions from both web and mobile apps.
Build highly specific reports. Create a custom view with the exact fields you need. You can then filter by any data point (like 'Actor Email', 'Event Name', and 'Event Type') to get granular insights, even without adding those fields as columns.

Objects and Events work together to provide a complete, detailed history of all activity within your account. By linking an event to its object, you can construct a powerful audit trail to understand the full lifecycle of any item or user.

Summary of Join Relationships

This dataset bypasses traditional join relationships in favor of an Objects-Events model:

Objects

Objects act as a master directory, defining the who and what in the system, such as users, projects, and documents.

Object	Format
Company Name	Text
Count	Number
Device Type	Text
Event Date	Date
Event ID	Text
Event Name	Text
Event Subtype	Text
Event Timestamp	Date
Event Type	Text
Is API	Yes/No
Object ID	Number
Project Is Demo	Yes/No
Project Name	Text
Project Number	Text
Tool Name	Text
URL	Text
User Email	Text
User ID	Number
User Default Permission Template	Text
User Is Active	Yes/No
User is Authorized Bidder	Yes/No
User Job Title	Text
User Last Log In Date	Date
User Log In Email (different from User Email)	Text
User Name	Text
User Role	Text
User Type	Text

Events

Events provide the chronological story, logging every action or "what happened", like user logins, documents created, or projects updated.

Event	Definition
Allow	Grant of permissions or access.
Assign	Assignment of a task, resource, or permission (usually to a person).
Close	Closure of a session, task, or resource.
Create/Update	Creation or modification of data or resources.
Delete	Deletion, or in some cases archiving, of data or resources.
Download	Download of an item, by a user.
Execute	Execution of a command, script, or process.
Export	Export of data to another format or location.
Include	Addition or inclusion of data or persons into a system or process.
Link	Establishment of a link or association between data or resources.
Move	Relocation of data or resources.
Notify	Notification being sent or triggered.
Other	Event that does not fit into the other predefined categories.
Publish	Publication of data or resources, or making them available.
Reject	Rejection of a request, submission, or change.
Remove	Removal of an association or link to data or resources.
Reset	Reset of a configuration or state.
Sign	Signing or approval of a document or request.
Submit	Submission of data or a request.
Sync	Synchronization of data between systems or locations.
Upload	Upload of data or resources to a system.
Validate	Validation of data or a request.
View	Viewing or accessing of data or resources.
Withdraw/Void	Withdrawal or voiding of a previously submitted or approved item.

Directory & Portfolio

The Directory and Portfolio dataset can report on comprehensive directory data across companies, users, projects, insurance, comments, and distribution groups. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Indirect Joins via Named Object in Bold	Notes
Company (Vendor)	User, Project, Company Global Insurance, Company Project Insurance, Company Comments	User: Company Distribution Group, Contact, Project Permissions, Company Permissions, Project Granular Permissions, Company Granular Permissions	None
User	Project, Company Distribution Group, Contact, Project Permissions, Company Permissions, Project Granular Permissions, Company Granular Permissions	None	Join only for Project Contacts: Project Distribution Group
Project	Company (Vendor), User, Company Global Insurance, Company Project Insurance, Project Permissions, Company Permissions, Project Granular Permissions, Company Granular Permissions	None	None
Company Global Insurance	Project	None	None
Company Project Insurance	Project	None	None
Company Comments	Company (Vendor)	None	None
Company Distribution Group	User	User: Company (Vendor)	Join only for Project Contacts: User
Contact	User	User: Company (Vendor)	None
Project Distribution Group	User	None	Join only for Project Contacts: User
Tool Configuration	None	None	None
Project Permissions	User, Project	User: Company (Vendor)	None
Company Permissions	User	User: Company (Vendor)	None
Project Granular Permissions	User Project	User: Company (Vendor)	None
Company Granular Permissions	User	User: Company (Vendor)	None

Preconstruction

The Preconstruction dataset can report on Bidding and Estimating data across bid packages, bidders, bid leveling, estimate layers, and more. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Indirect Joins via Named Object	Notes
Assembly Part	Estimate Budget Item, Estimate Layers, Estimate Layer Groups, Estimate Adjustment, Project Note	Estimating Projects: Estimating Projects	None
Estimate	None	None	None
Estimate Budget Included Item	None	None	None
Estimated Budget Item	Assembly Part, Estimate Layets	Estimate Layers: Project Note, Bid Item	None
Estimate Layers	Assembly Part, Estimate Budget Item, Estimate Layer Groups, Project Note, Bid Item	None	None
Estimate Layer Groups	Assembly Part, Estimate Layers	Estimating Projects: Project Note, Bid Item	None
Estimating Projects	Estimate Layer Groups, Estimate Adjustment, Project Note, Bid Item	Estimating Projects: Assembly Part	None
Estimate Adjustment	Assembly Part, Estimate Layers, Estimating Projects, Project Task, Project Document	Assembly Part: Project Note Estimate Layers: Estimate Budget Item Estimating Projects: Estimate Layer Groups	None
Project Note	Assembly Part, Estimate Layers, Estimating Projects, Estimate Adjustment, Project Task, Project Document, Bid	Assembly Part: Estimate Adjustment	None
Project Task	Estimate Adjustment, Project Note, Project Document	None	None
Project Document	Estimate Adjustment, Project Note, Project Task	None	None
Bid	Project Note, Bid Item, Contract, Bid Vendor, Bid Form	Bid: Bid Package	None
Bid Item	Assembly Part, Estimate Layers, Estimating Projects, Bid, Bid Package, Bid Vendor, Bid Form	Bid, Bid Form: Bid Form Bid Vendor: Bid Vendor Estimate Layers: Estimate Budget Item Estimating Projects: Estimate Layer Groups	None
Bid Package	Bid, Bid Item, Bid Vendor, Bid Form	None	None
Contract	-	Bid: Bid	None
Bid Vendor	Bid, Bid Item, Bid Package, Bid Form	Bid Vendor: Bid Item Bid, Bid Vendor, Bid Form: Bid Form	None
Bid Form	Bid, Bid Item, Bid Package, Bid Vendor	Bid, Bid Form: Bid Item Bid, Bid Vendor, Bid Form: Bid Vendor

Agent Adoption

Generate reports using the Agent Adoption dataset to achieve a comprehensive overview of Agent activity. Connect data from Agent configurations and usage metrics to specific project details to monitor adoption, costs, and overall effectiveness.

Companies with Agent Builder enabled at the company level can access objects in this dataset, and the following permissions apply:

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.

Summary of Join Relationships

The Agent Adoption dataset provides a comprehensive set of objects for reporting on the usage and performance of AI agents within your projects. It bypasses traditional join relationships in favor of an Agents-Agents Usage-Project model.

Agents

Object	Format
Agent Name	Text
Count	Number
Created By	Text
ID	Number
Project ID	Number
Status	Text

Agents Usage

Object	Format
Count	Number
Execution Status	Text
ID	Number
Credits	Decimal
Project ID	Number
Used By	Text

Project

Object	Format
Accounting Project Number	Number
Actual Start Date	Date
Address	Number
Bid Type	Text
City	Number
Code	Text
Completion Date	Date
Count	Number
Country	Text
Country Code	Text
County	Text
Created By	Text
Currency Code	Number
Date Created	Date
Default Tax Code	Number
Delivery Method	Text
Departments	Text
Description	Text
Designated Market Area	Text
External Origin Data	Text
External Origin ID	Number
Fax	Number
Flag	Text
ID	Number
Is Active	Yes or No
Is Test Project	Yes or No
Language	Text
Latitude	Number
Longitude	Number
Name	Text
Notes	Text
Number	Number
Office Name	Text
Owner Type	Text
Parent Job Name	Text
Phone	Number
Program	Text
Project To Company Exchange Rate	Number
Projected Finish Date	Date
Region	Text
Schedule Last Updated	Date
Schedule Percent Complete	Number
Sector	Text
Square Footage	Number
Stage Name	Text
Stage Tier	Text
Start Date	Date
State	Text
Synced With Accounting	Yes or No
Timezone	Text
Total Value	Currency
Type	Text
Warranty End Date	Date
Warranty Start Date	Date
Work Scope	Text
Zip	Number