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