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Procore

Promote a Project Report to the Company Level

  1. Last updated
    Apr 4, 2025
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Objective

To promote a report created at the project level to the Company level 360 Reporting tool so it can be made available on other projects.

Background

When you create a report at the project level, you might decide that it would be useful to have the same report available on other projects within your company's Procore account. You can promote a report from the project level to the company level to make it available for assignment to other projects.

Things to Consider

  • 'Admin' level permissions to the Company level Directory tool.
  • You must have access to the report as the creator, or the report must be shared with you.

Steps

  1. Navigate to the Project level 360 Reporting tool.
  2. View the report you want to promote to the Company level.
  3. Click the vertical ellipsis (⋮) and hover over Make a Copy.
  4. Select Promote to Company.
    A banner will appear to say 'This report was successfully promoted to company level'.  
  5. Optional: Click 'View Copy' in the success banner to view the report at the Company level.

See Also