Project 360 Reporting - User Permissions
360 Reports
Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
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Permissions to create and manage reports.
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Permissions to access reporting data.
In Beta
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
With this beta, your data access is determined by your existing tool permissions. You can create and view detailed Project and Company 360 Reports using all the data you already have permission to see—no tool-level admin access is required. This applies only to data within the Project Execution Dataset.
1. Permissions to Create and Manage Reports
Learn which user permissions are required to take the described actions in this tool.
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.
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General Tasks |
None |
Read Only |
Standard |
Admin |
Notes |
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Configure Advanced Settings |
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Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action. |
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Copy Report |
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Create a Calculated Column |
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Create a Report |
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Create a Report Using a Template |
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Create a User Activity Report |
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Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action. |
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Delete a Report |
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Distribute Report |
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Edit a Report |
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Export a Report |
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Promote a Project Report to the Company Level |
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Share a Report |
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View a Report |
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2. Permissions for Data Access
You need the following permissions levels in the source tool to view the relevant data:
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.
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.
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Project 360 Reporting Tutorials Actions |
None |
Read Only |
Standard |
Admin |
Notes |
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Add a Visual to a Project Single Tool Report |
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You must also have 'Read Only' level permission or higher on the data source tool. |
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Aggregate Data in a Project Single Tool Report |
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You must also have 'Admin' level permissions on the data source tool. |
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Copy a Project Single Tool Report You Created |
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Copy a Project Single Tool Report (Shared) |
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Create a Calculated Column in a Project Single Tool Report |
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You must also have 'Admin' level permissions on the data source tool. |
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Create a Custom Budget Report |
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Users must also have the following permissions:
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Create a Custom Financial Line Items Report to Compare Budget Snapshots |
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Create a Project Single Tool Report |
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Users also need the following permissions to the relevant data source tool:
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Delete a Project Single Tool Report |
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Users with 'Admin' level permissions to the Company Directory can also take this action. |
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Distribute a Snapshot of a Project Single Tool Report You Created |
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Distribute a Snapshot of Any Project Single Tool Report |
Users must have 'Admin' level permissions to the Company Directory to take this action |
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Edit Any Project Single Tool Report |
Users must have 'Admin' level permissions to the Company Directory to take this action |
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Edit a Project Single Tool Report You Created |
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Export a Project Single Tool Report You Created |
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Export a Project Single Tool Report (Shared) |
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Share a Project Single Tool Report You Created |
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Share a Project Single Tool Report (Shared) |
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View a Project Single Tool Report You Created |
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View a Project Single Tool Report (Shared) |
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