Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
Permissions to create and manage reports.
Permissions to access reporting data.
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.
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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You need the following permissions levels in the source tool to view the relevant data:
Permissions Show/Hide Details
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Data Field Group |
Action Plans Tool Permissions |
Notes |
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Action Plan |
Admin |
None |
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Action Plan Approver |
Admin |
None |
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Action Plan Completed Receiver |
Admin |
None |
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Action Plan Line Item |
Admin |
None |
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Action Plan Line Item Assignee |
Admin |
None |
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Action Plan Line Item Record |
Admin |
None |
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Action Plan Line Item Record Request |
Admin |
None |
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Action Plan Line Item Reference |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permission.
Permissions Show/Hide Details
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Data Field Group |
Project Admin Tool Permissions |
Notes |
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Project |
Read Only, Standard, Admin |
None |
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Project Distribution Group |
Read Only, Standard, Admin |
None |
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Project Note |
Read Only, Standard, Admin |
None |
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Project Permissions |
Read Only, Standard, Admin |
None |
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Project Task |
Read Only, Standard, Admin |
None |
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Project Roles |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
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Data Field Group |
Admin Tool Permissions |
Notes |
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Project |
'Read Only' level permissions or higher to the project's Home tool. |
This data object is only available with these permissions in the Project Execution dataset. |
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Project Roles |
'Read Only' level permissions or higher to the project's Home tool. |
This data object is only available with these permissions in the Project Execution dataset. |
Permissions Show/Hide Details
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Data Field Group |
Bidding Tool Permissions |
Notes |
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Bid |
Read Only |
None |
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Bid Form |
Read Only |
None |
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Bid Item |
Read Only |
None |
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Bid Package |
Read Only |
None |
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Bid Vendor |
Read Only |
None |
Permissions Show/Hide Details
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Data Field Group |
Budget Tool Permissions |
Notes |
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Actual Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool. |
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Budget Change |
Read Only, Standard, Admin |
Requires ERP Integrations to see ERP status fields |
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Budget Change Workflow Steps & Assignment Duration |
Read Only |
Requires Company Workflows |
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Budget Change Adjustment Line Item |
Read Only, Standard, Admin |
None |
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Budget Code |
None, Read Only, Standard, Admin |
This is a structural attribute. |
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Budget Forecast Line Item |
Read Only, Standard, Admin |
None |
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Budget Line Item |
Read Only, Standard, Admin |
None |
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Budgeted Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool. |
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ERP Job Costs Summary |
Read Only, Standard, Admin |
Requires ERP Integrations |
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Labor Productivity |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool. |
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Monitored Resource |
Read Only, Standard, Admin |
None |
Permissions Show/Hide Details
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Data Field Group |
Change Events Tool Permissions |
Notes |
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Change Event |
Read Only, Standard, Admin |
None |
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Change Event Line Item |
Read Only, Standard, Admin |
None |
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Change Event Production Quantity |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.
Permissions Show/Hide Details
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Data Field Group |
Commitments Tool Permissions |
Notes |
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Commitment |
Admin |
None |
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Commitment Change Order |
Admin |
Requires Change Management |
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Commitment Change Order Line Item |
Admin |
Requires Change Management |
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Commitment Change Order Markup |
Admin |
Requires Change Management |
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Commitment Change Order Request |
Admin |
Requires Change Management |
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Commitment Line Item |
Admin |
None |
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Commitment Potential Change Order |
Admin |
Requires Change Management |
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Commitment Workflow Responses |
Admin |
Requires Company Workflows |
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Request for Quote |
Read Only, Standard, Admin |
None |
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Request for Quote Quote |
Read Only, Standard, Admin |
None |
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Request for Quote Response |
Read Only |
None |
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Subcontractor Invoice |
Admin |
Requires Invoice Management. |
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Subcontractor Invoice Line Item |
Admin |
Requires Invoice Management. |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
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Data Field Group |
Source Tool Permissions |
Notes |
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Commitment |
If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions. |
None |
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Commitment Line Item |
If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions. |
None |
Permissions Show/Hide Details
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Data Field Group |
Coordination Issues Tool Permissions |
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Coordination Issue |
Read Only |
Note: Super Private correspondences are excluded.
Permissions Show/Hide Details
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Data Field Group |
Correspondence Tool Permissions |
Notes |
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Correspondence |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
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Correspondence Assignee |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
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Correspondence Distribution List |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
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Correspondence Response |
Admin |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
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Correspondence Schedule Task |
Read Only |
Access Granted by Correspondence Type (e.g., Delay Notice, RFI). Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.
Permissions Show/Hide Details
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Data Field Group |
Crews Tool Permissions |
Notes |
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Crew |
Read Only |
None |
Permissions Show/Hide Details
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Data Field Group |
Daily Log Tool Permissions |
Notes |
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Daily Log Accident |
Admin |
None |
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Daily Log Completion |
Admin |
None |
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Daily Log Construction Report |
Admin |
None |
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Daily Log Delay |
Admin |
None |
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Daily Log Delivery |
Admin |
None |
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Daily Log Dumpster |
Admin |
None |
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Daily Log Equipment |
Admin |
None |
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Daily Log Inspection |
Admin |
None |
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Daily Log Manpower |
Admin |
None |
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Daily Log Note |
Admin |
None |
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Daily Log Observed Weather Condition |
Admin |
None |
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Daily Log Phone Call |
Admin |
None |
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Daily Log Plan Revision |
Admin |
None |
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Daily Log Productivity |
Admin |
None |
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Daily Log Quantity |
Admin |
None |
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Daily Log Safety Violation |
Admin |
None |
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Daily Log Scheduled Work |
Admin |
None |
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Daily Log Scheduled Work Task |
Admin |
None |
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Daily Log Visitor |
Admin |
None |
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Daily Log Waste |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.
Permissions Show/Hide Details
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Data Field Group |
Direct Costs Tool Permissions |
Notes |
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Direct Cost |
Read Only |
None |
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Direct Cost Line Item |
Read Only |
None |
Permissions Show/Hide Details
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Data Field Group |
Directory Tool Permissions |
Notes |
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Company (Vendor) - Used in Company 360 Reporting |
None, Read Only, Standard, Admin |
Data is contextual. |
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Company (Vendor) - Used in Project 360 Reporting |
None, Read Only, Standard, Admin |
Data is contextual. |
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Company Comments |
Read Only, Standard, Admin |
None |
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Company Global Insurance |
Read Only, Standard, Admin |
None |
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Company Project Insurance |
Read Only, Standard, Admin |
None |
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Contact |
Read Only, Standard, Admin |
None |
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Employees |
Read Only |
Data is contextual. |
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User |
Read Only, Standard, Admin |
Data is contextual. |
Permissions Show/Hide Details
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Data Field Group |
Documents Tool Permission |
Notes |
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Company Folder/Document |
Admin |
Also requires 'Admin' level permissions on the Company Directory. |
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Folder/Document |
Admin |
Also requires 'Admin' level permissions on the Company Directory. |
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Folder/Document Watcher |
Admin |
Also requires 'Admin' level permissions on the Company Directory. |
Permissions Show/Hide Details
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Data Field Group |
Drawings Tool Permissions |
Notes |
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Drawing |
Admin |
None |
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Drawing Markup Link |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.
Permissions Show/Hide Details
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Data Field Group |
Estimating Tool Permissions |
Notes |
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Estimate |
Read Only, Standard, Admin |
None |
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Estimate Adjustment |
Read Only, Standard, Admin |
None |
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Estimate Budget Included Item |
Read Only, Standard, Admin |
None |
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Estimate Budget Item |
Read Only, Standard, Admin |
None |
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Estimate Layer |
Read Only, Standard, Admin |
None |
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Estimate Layer Group |
Read Only, Standard, Admin |
None |
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Estimating Project |
Read Only, Standard, Admin |
None |
Permissions Show/Hide Details
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Data Field Group |
Forms Tool Permissions |
Notes |
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Form |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.
Permissions Show/Hide Details
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Data Field Group |
Incidents Tool Permissions |
Notes |
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Incident |
Admin |
None |
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Incident Action |
Admin |
None |
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Incident Alert |
Admin |
None |
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Incident Distribution Member |
Admin |
None |
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Incident Injury Body Part |
Admin |
None |
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Incident Record |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.
Permissions Show/Hide Details
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Data Field Group |
Inspections Tool Permissions |
Notes |
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Inspection |
Admin |
None |
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Inspection Assignee |
Admin |
None |
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Inspection Distribution List |
Admin |
None |
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Inspection Item |
Admin |
None |
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Inspection Item Activity |
Admin |
None |
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Inspection Item Comment |
Admin |
None |
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Inspection Item Reference |
Admin |
None |
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Inspection Item Signature Request |
Admin |
None |
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Inspection Schedule |
Admin |
None |
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Inspection Schedule Assignee |
Admin |
None |
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Inspection Schedule Distribution List |
Admin |
None |
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Inspection Signature Request |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.
Permissions Show/Hide Details
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Data Field Group |
Instructions Tool Permissions |
Notes |
|---|---|---|
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Instruction |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.
Permissions Show/Hide Details
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Data Field Group |
Materials Tool Permissions |
Notes |
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Materials |
Read Only |
None |
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Materials Purchase Order |
Read Only |
None |
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Materials Shipment |
Read Only |
None |
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Materials Receipt |
Read Only |
None |
Permissions Show/Hide Details
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Data Field Group |
Meetings Tool Permissions |
Notes |
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Meeting |
Admin |
None |
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Meeting Attendee |
Admin |
None |
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Meeting Item |
Admin |
None |
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Meeting Item Assignee |
Admin |
None |
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Meeting Item Attendee |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.
Permissions Show/Hide Details
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Data Field Group |
Observations Tool Permissions |
Notes |
|---|---|---|
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Observation |
Admin |
None |
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Observation Activity |
Admin |
None |
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Observation Distribution Member |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.
Permissions Show/Hide Details
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Data Field Group |
Payments Tool Permissions |
Notes |
|---|---|---|
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Contract Compliance |
Admin |
Requires Invoice Management and Procore Pay. |
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Disbursement |
Admin |
Requires Invoice Management and Procore Pay. |
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Early Pay Enrollment |
Admin |
Requires Invoice Management and Procore Pay. |
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Lien Waiver |
Admin |
Requires Invoice Management and Procore Pay. |
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Manual Holds |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Beneficiary |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Invite |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Issued |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Permissions |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Project Controls |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Received |
Admin |
Requires Invoice Management and Procore Pay. |
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Payment Required Settings |
Admin |
Requires Invoice Management and Procore Pay. |
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Subtier Lien Waivers |
Admin |
Requires Invoice Management and Procore Pay. |
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Subtiers |
Admin |
Requires Invoice Management and Procore Pay. |
Permissions Show/Hide Details
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Data Field Group |
Photos Tool Permissions |
Notes |
|---|---|---|
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Photo |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.
Permissions Show/Hide Details
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Data Field Group |
Source Tool Permissions |
Notes |
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Owner Invoice |
Admin |
Requires Invoice Management. |
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Owner Invoice Workflow Steps & Assignment Duration |
Admin |
Requires Invoice Management and Company Workflows. |
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Owner Invoice Line Item |
Admin |
Requires Invoice Management. |
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Prime Contract |
Admin |
None |
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Prime Contract Workflow Steps & Assignment Duration |
Admin
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Requires Invoice Management and Company Workflows. |
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Prime Contract Change Order |
Admin |
Requires Change Management. |
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Prime Contract Change Order Workflow Steps & Assignment Duration |
Admin |
Requires Change Management and Company Workflows. |
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Prime Contract Change Order Line Item |
Admin |
Requires Change Management. |
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Prime Contract Change Order Markup |
Admin |
Requires Change Management. |
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Prime Contract Change Order Request |
Admin |
Requires Change Management. |
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Prime Contract Change Order Workflow Responses |
Admin |
Requires Change Management. |
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Prime Contract Change Order Workflow Steps |
Admin |
Requires Change Management. |
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Prime Contract Line Item |
Admin |
None |
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Prime Contract Potential Change Order |
Admin |
Requires Change Management. |
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Prime Potential Change Order Production Quantity |
Read Only, Standard, Admin |
Requires Change Management. |
Permissions Show/Hide Details
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Data Field Group |
Punch List Tool Permissions |
Notes |
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Punch Item |
Admin |
None |
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Punch Item Assignee |
Admin |
None |
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Punch Item Ball In Court |
Admin |
None |
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Punch Item Comments |
Admin |
None |
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Punch Item Distribution Member |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.
Permissions Show/Hide Details
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Data Field Group |
RFI Tool Permissions |
Notes |
|---|---|---|
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RFI Distribution List |
Admin |
None |
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RFI |
Admin |
None |
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RFI Assignee |
Admin |
None |
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RFI Question |
Admin |
None |
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RFI Response |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.
Permissions Show/Hide Details
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Data Field Group |
Schedule Tool Permissions |
Notes |
|---|---|---|
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Schedule Calendar Item |
Admin |
None |
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Schedule Lookahead |
Read Only |
None |
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Schedule Lookahead Task |
Read Only |
None |
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Schedule Task |
Read Only |
None |
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Schedule Task Request |
Read Only |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.
Permissions Show/Hide Details
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Data Field Group |
Scheduling 2.0 Tool Permissions |
Notes |
|---|---|---|
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Scheduling Activity |
Read Only |
None |
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Scheduling Relationship |
Read Only |
None |
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Scheduling Type |
Read Only |
None |
Permissions Show/Hide Details
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Data Field Group |
Specifications Tool Permissions |
Notes |
|---|---|---|
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Specifications |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.
Permissions Show/Hide Details
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Data Field Group |
Submittals Tool Permissions |
Notes |
|---|---|---|
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Submittal |
Admin |
None |
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Submittal Approver |
Admin |
None |
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Submittal Ball In Court |
Admin |
None |
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Submittal Distribution List |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.
Permissions Show/Hide Details
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Data Field Group |
Tasks Tool Permissions |
Notes |
|---|---|---|
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T&M Ticket |
Read Only, Standard, Admin |
None |
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T&M Ticket Equipment |
Read Only, Standard, Admin |
None |
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T&M Ticket Labor |
Read Only, Standard, Admin |
None |
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T&M Ticket Material |
Read Only, Standard, Admin |
None |
Permissions Show/Hide Details
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Data Field Group |
Task Tool Permissions |
Notes |
|---|---|---|
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Task |
Admin |
None |
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Task Activity |
Admin |
None |
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Task Assignee |
Admin |
None |
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Task Distribution Member |
Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.
Permissions Show/Hide Details
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Data Field Group |
Timesheets Tool Permissions |
Notes |
|---|---|---|
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Actual Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
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Budgeted Production Quantities |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
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Labor Productivity |
Read Only, Standard, Admin |
Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
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Timecard Entry |
Read Only, Standard, Admin |
None |
Beta Permissions Show/Hide Details
Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)
If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.
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.
|
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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