Project 360 Reporting - User Permissions

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

360 Reports

Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:

Permissions to create and manage reports.
Permissions to access reporting data.

1. Permissions to Create and Manage Reports

Learn which user permissions are required to take the described actions in this tool.

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

General Tasks	None	Read Only	Standard	Admin	Notes
Configure Advanced Settings Web					Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action.
Copy Report Web
Create a Calculated Column Web
Create a Report Web
Create a Report Using a Template Web
Create a User Activity Report Web					Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action.
Delete a Report Web
Distribute Report Web
Edit a Report Web
Export a Report Web
Promote a Project Report to the Company Level Web
Share a Report Web
View a Report Web

2. Permissions for Data Access

You need the following permissions levels in the source tool to view the relevant data:

Action Plans

If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permissions.

Admin

Permissions Show/Hide Details

Data Field Group	Project Admin Tool Permissions	Notes
Project	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.
Project Distribution Group	Read Only, Standard, Admin	None
Project Note	Read Only, Standard, Admin	None
Project Permissions	Read Only, Standard, Admin	None
Project Task	Read Only, Standard, Admin	None
Project Roles	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)

Data Field Group	Admin Tool Permissions	Notes
Project	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.
Project Roles	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.

Bidding

Permissions Show/Hide Details

Data Field Group	Bidding Tool Permissions	Notes
Bid	Read Only	None
Bid Form	Read Only	None
Bid Item	Read Only	None
Bid Package	Read Only	None
Bid Vendor	Read Only	None

Budget

Permissions Show/Hide Details

Data Field Group	Budget Tool Permissions	Notes
Actual Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Budget Change	Read Only, Standard, Admin	Requires ERP Integrations to see ERP status fields
Budget Change Workflow Steps & Assignment Duration	Read Only	Requires Company Workflows
Budget Change Adjustment Line Item	Read Only, Standard, Admin	None
Budget Code	None, Read Only, Standard, Admin	This is a structural attribute. There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted source tool access.
Budget Forecast Line Item	Read Only, Standard, Admin	None
Budget Line Item	Read Only, Standard, Admin	None
Budgeted Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
ERP Job Costs Summary	Read Only, Standard, Admin	Requires ERP Integrations
Labor Productivity	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Monitored Resource	Read Only, Standard, Admin	None

Change Events

If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.

Commitments

Permissions Show/Hide Details

Data Field Group	Commitments Tool Permissions	Notes
Commitment	If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.	None
Commitment Change Order	Admin	Requires Change Management
Commitment Change Order Line Item	Admin	Requires Change Management
Commitment Change Order Markup	Admin	Requires Change Management
Commitment Change Order Request	Admin	Requires Change Management
Commitment Line Item	If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.	None
Commitment Potential Change Order	Admin	Requires Change Management
Commitment Workflow Responses	Admin	Requires Company Workflows
Request for Quote	Read Only, Standard, Admin	None
Request for Quote Quote	Read Only, Standard, Admin	None
Request for Quote Response	Read Only	None
Subcontractor Invoice	Admin	Requires Invoice Management.
Subcontractor Invoice Line Item	Admin	Requires Invoice Management.

Coordination Issues

If you have access to view the coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.

Correspondence

If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.

Note: Super Private correspondences are excluded.

Crews

Permissions Show/Hide Details

Data Field Group	Crews Tool Permissions	Notes
Crew	Read Only	None

Daily Log

If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.

Direct Costs

Permissions Show/Hide Details

Data Field Group	Direct Costs Tool Permissions	Notes
Direct Cost	Read Only	None
Direct Cost Line Item	Read Only	None

Data Field Group	Directory Tool Permissions	Notes
Company (Vendor) - Used in Company 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company (Vendor) - Used in Project 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company Comments	Read Only, Standard, Admin	None
Company Global Insurance	Read Only, Standard, Admin	None
Company Project Insurance	Read Only, Standard, Admin	None
Contact	Read Only, Standard, Admin	None
Employees	Read Only	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
User	Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'

Documents

Permissions Show/Hide Details

Data Field Group	Documents Tool Permission	Notes
Company Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document Watcher	Admin	Also requires 'Admin' level permissions on the Company Directory.

Drawings

If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.

Estimating

Permissions Show/Hide Details

Data Field Group	Estimating Tool Permissions	Notes
Estimate	Read Only, Standard, Admin	None
Estimate Adjustment	Read Only, Standard, Admin	None
Estimate Budget Included Item	Read Only, Standard, Admin	None
Estimate Budget Item	Read Only, Standard, Admin	None
Estimate Layer	Read Only, Standard, Admin	None
Estimate Layer Group	Read Only, Standard, Admin	None
Estimating Project	Read Only, Standard, Admin	None

Forms

If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.

Incidents

If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.

Inspections

If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.

Instructions

If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.

Materials (Beta)

Permissions Show/Hide Details

Data Field Group	Materials Tool Permissions	Notes
Materials	Read Only	None
Materials Purchase Order	Read Only	None
Materials Shipment	Read Only	None
Materials Receipt	Read Only	None

Meetings

If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.

Observations

If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.

Payments

Permissions Show/Hide Details

Data Field Group	Payments Tool Permissions	Notes
Contract Compliance	Admin	Requires Invoice Management and Procore Pay.
Disbursement	Admin	Requires Invoice Management and Procore Pay.
Early Pay Enrollment	Admin	Requires Invoice Management and Procore Pay.
Lien Waiver	Admin	Requires Invoice Management and Procore Pay.
Manual Holds	Admin	Requires Invoice Management and Procore Pay.
Payment Beneficiary	Admin	Requires Invoice Management and Procore Pay.
Payment Invite	Admin	Requires Invoice Management and Procore Pay.
Payment Issued	Admin	Requires Invoice Management and Procore Pay.
Payment Permissions	Admin	Requires Invoice Management and Procore Pay.
Payment Project Controls	Admin	Requires Invoice Management and Procore Pay.
Payment Received	Admin	Requires Invoice Management and Procore Pay.
Payment Required Settings	Admin	Requires Invoice Management and Procore Pay.
Subtier Lien Waivers	Admin	Requires Invoice Management and Procore Pay.
Subtiers	Admin	Requires Invoice Management and Procore Pay.

Photos

If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.

Project Document Management (PDM) - Beta

Permissions Show/Hide Details

Data Field Group	PDM Tool Permissions	Notes
Document Management	Admin	None

Prime Contracts (Funding/Client Contracts)

Permissions Show/Hide Details

Data Field Group	Source Tool Permissions	Notes
Owner Invoice	Admin	Requires Invoice Management.
Owner Invoice Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows.
Owner Invoice Line Item	Admin	Requires Invoice Management.
Prime Contract	Admin	None
Prime Contract Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows.
Prime Contract Change Order	Admin	Requires Change Management.
Prime Contract Change Order Workflow Steps & Assignment Duration	Admin	Requires Change Management and Company Workflows.
Prime Contract Change Order Line Item	Admin	Requires Change Management.
Prime Contract Change Order Markup	Admin	Requires Change Management.
Prime Contract Change Order Request	Admin	Requires Change Management.
Prime Contract Change Order Workflow Responses	Admin	Requires Change Management.
Prime Contract Change Order Workflow Steps	Admin	Requires Change Management.
Prime Contract Line Item	Admin	None
Prime Contract Potential Change Order	Admin	Requires Change Management.
Prime Potential Change Order Production Quantity	Read Only, Standard, Admin	Requires Change Management.

Punch List

If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.

RFIs

If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.

Schedule

If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.

Schedule 2.0

Permissions Show/Hide Details

Data Field Group	Schedule 2.0 Tool Permissions	Notes
Scheduling Activity	Read Only	None
Scheduling Relationship	Read Only	None
Scheduling Type	Read Only	None

Specifications

If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.

Submittals

If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.

T&M Tickets

Permissions Show/Hide Details

Data Field Group	Tasks Tool Permissions	Notes
T&M Ticket	Read Only, Standard, Admin	None
T&M Ticket Equipment	Read Only, Standard, Admin	None
T&M Ticket Labor	Read Only, Standard, Admin	None
T&M Ticket Material	Read Only, Standard, Admin	None

Tasks

If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.

Timesheets

If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.

Single Tool Reports

Learn which user permissions are required to take the described actions in this tool.

Important

Some actions that impact this tool are done in other Procore tools.

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Project 360 Reporting Tutorials Actions	None	Read Only	Standard	Admin	Notes
Add a Visual to a Project Single Tool Report Web					You must also have 'Read Only' level permission or higher on the data source tool.
Aggregate Data in a Project Single Tool Report Web					You must also have 'Admin' level permissions on the data source tool.
Copy a Project Single Tool Report You Created Web
Copy a Project Single Tool Report (Shared) Web
Create a Calculated Column in a Project Single Tool Report Web					You must also have 'Admin' level permissions on the data source tool.
Create a Custom Budget Report Web					Users must also have the following permissions: 'Read Only' permissions or higher to the project's Budget tool Admin to the company level Admin tool (where custom budget views are managed)
Create a Custom Financial Line Items Report to Compare Budget Snapshots Web
Create a Project Single Tool Report Web					Users also need the following permissions to the relevant data source tool: Directory: 'Admin' level permissions. Financial Management Tools: 'Standard' level permission or higher. All Other Tools (Core, Project Management, Quality & Safety): 'Read Only' level permissions or higher.
Delete a Project Single Tool Report Web					Users with 'Admin' level permissions to the Company Directory can also take this action.
Distribute a Snapshot of a Project Single Tool Report You Created Web
Distribute a Snapshot of Any Project Single Tool Report Web					Users must have 'Admin' level permissions to the Company Directory to take this action
Edit Any Project Single Tool Report Web					Users must have 'Admin' level permissions to the Company Directory to take this action
Edit a Project Single Tool Report You Created Web
Export a Project Single Tool Report You Created Web
Export a Project Single Tool Report (Shared) Web
Share a Project Single Tool Report You Created Web
Share a Project Single Tool Report (Shared) Web
View a Project Single Tool Report You Created Web
View a Project Single Tool Report (Shared) Web

360 Reports

1. Permissions to Create and Manage Reports

2. Permissions for Data Access

Action Plans

Admin

In Beta

Bidding

Budget

Change Events

Commitments

Coordination Issues

Correspondence

Crews

Daily Log

Direct Costs

Directory

Documents

Drawings

Estimating

Forms

Incidents

Inspections

Instructions

Materials (Beta)

Meetings

Observations

Payments

Photos

Project Document Management (PDM) - Beta

Prime Contracts (Funding/Client Contracts)

Punch List

RFIs

Schedule

Schedule 2.0

Specifications

Submittals

T&M Tickets

Tasks

Timesheets

Single Tool Reports

Important