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Procore

Permissions

Reports

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

Task 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 3 icon_checkmark_h17.png
Delete a Custom Project Report       icon_checkmark_h17.png 2
Share a Custom Project Report       icon_checkmark_h17.png
View Assignment Report       icon_checkmark_h17.png
View All Schedule Reports   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View All Daily Log Reports   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Change Order Reconciliation Report   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Change Order Report By Change Reason   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Committed Cost Report   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Cost Code Report   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Overdue Commitment Change Orders   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Overdue Prime Contract Change Orders   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Punch List Delays   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View RFI Delays   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Submittal Approvers' Response Time   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Timecard Reports   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Unexpected Prime Contract Change Orders   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View User Sessions Reports   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Vendor Insurance   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1
View Watch Folders   icon_checkmark_h17.png 1 icon_checkmark_h17.png 1 icon_checkmark_h17.png 1

1 To view reports, users also need 'Read-only' permissions or above on the project tool associated with the report data for all non-financial tools. For financial tools, the user must have 'Admin' permissions on that tool to be associated with report data. The user that the report is being shared with must also have 'Admin' permissions on the relevant financial tool. See View Reports.

2 Users can only delete the reports they created.

3 To create a custom report, 'Standard' users on the project's Reports tool also need 'Read-only' or above permissions to the tools they want to create a report for. For Construction Financial tools, users will need 'Standard' level permission or above on that tool to create a report. For the Company Directory, users will need 'Admin' level permission on the Company Directory. 

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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