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Procore

Permissions

Reports

The following table highlights which user permissions are required to perform the described user action.

General Tasks None Read-only Standard Admin
Add a Visual to Custom Reports       icon_checkmark_h17.png
Configure Advanced Settings: Reports       icon_checkmark_h17.png
Create a Custom Project Report     icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
Delete a Custom Project Report       icon_checkmark_h17.png 2
Share a Custom Project Report       icon_checkmark_h17.png
Project Reports None Read-only Standard Admin
View Cost Code Report   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Assignment Report       icon_checkmark_h17.png
View User Sessions Reports   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Outbound Emails Report       icon_checkmark_h17.png
View RFIs with Questions and Responses This report can now be accessed in the RFIs tool. See What happened to the RFIs Questions and Responses Report?
View RFI Delays   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Submittal Approvers' Response Time   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Punch List Delays   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Vendor Insurance Report   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Watch Folders Report   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Labor Budget to Actual Report   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Field Production Report   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
View Timecard Reports   icon_checkmark_h17.png 3 icon_checkmark_h17.png 3 icon_checkmark_h17.png 3
Financial Reports None Read-only Standard Admin
View Change Order Reconciliation Report       icon_checkmark_h17.png
View Budget Modifications Report   icon_checkmark_h17.png 4 icon_checkmark_h17.png 4 icon_checkmark_h17.png 4
View Budget Detail Report   icon_checkmark_h17.png 4 icon_checkmark_h17.png 4 icon_checkmark_h17.png 4
View Buyout Summary Report   icon_checkmark_h17.png 4 icon_checkmark_h17.png 4 icon_checkmark_h17.png 4
View Overdue Prime Contract Change Orders   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Committed Cost Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Overdue Commitment Change Orders   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Subcontractor Invoices by Date   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Unexecuted Prime Contract Change Orders   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Prime Potential Change Order Report By Change Reason   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View Monitored Resources Report   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Schedule Reports None Read-only Standard Admin
View All Schedule Reports   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Daily Log Reports None Read-only Standard Admin
View All Daily Log Reports   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png

1 To create a custom report, user with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission or higher on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 

2 Users can only delete the reports they created.

3 To view project reports, users also need 'Read-only' permissions or higher on the project tool associated with the report data. See View Project Reports.

4 To view budget reports, users also need 'Read-only' permissions or higher on the project's Budget tool. See View Budget Reports

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent       icon_checkmark_h17.png

 

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