The following table highlights which user permissions are required to perform the described user action.
|Add a Visual to Custom Reports|
|Configure Advanced Settings: Reports|
|Create a Custom Project Report||1||1|
|Delete a Custom Project Report||2|
|Share a Custom Project Report|
|View Cost Code Report||3||3||3|
|View Assignment Report|
|View User Sessions Reports||3||3||3|
|View Outbound Emails Report|
|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||3||3||3|
|View Submittal Approvers' Response Time||3||3||3|
|View Punch List Delays||3||3||3|
|View Vendor Insurance Report||3||3||3|
|View Watch Folders Report||3||3||3|
|View Labor Budget to Actual Report||3||3||3|
|View Field Production Report||3||3||3|
|View Timecard Reports||3||3||3|
|Create a Custom Financial Line Items Report to Compare Budget Snapshots|
|View Change Order Reconciliation Report|
|View Budget Modifications Report||4||4||4|
|View Budget Detail Report||4||4||4|
|View Buyout Summary Report||4||4||4|
|View Overdue Prime Contract Change Orders|
|View Committed Cost Report|
|View Overdue Commitment Change Orders|
|View Subcontractor Invoices by Date|
|View Unexecuted Prime Contract Change Orders|
|View Prime Potential Change Order Report By Change Reason|
|View Monitored Resources Report|
|View All Schedule Reports|
|Daily Log Reports||None||Read-only||Standard||Admin|
|View All Daily Log Reports|
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.
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.
|Owner / Construction Manager|