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Procore

Promote a Project Report to the Company Level

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Objective

To promote a project's 360 Report to the company, making it available for all Procore projects. 

Background

If you create a useful 360 report for one project, you can make it available to all projects in your company's account. To do this, simply promote the report from the project level to the company level.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Company level Directory tool.
  • Additional Information:
    • You must have access to the 360 report as the creator, or the report must be shared with you.

Steps

  1. Navigate to the project's 360 Reporting tool.
  2. View the 360 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 success banner appears when successfully promoted.
  5. Optional: Click View Copy in the success banner to view the report at the Company level.

See Also