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Procore

View Assignment Report

Objective

To view assignment reports for your project, which will show all items assigned to users across all Project level tools.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Project level Reports tool
      AND
      'Admin' on the Project level Admin tool.

Steps

  1. Navigate to the Project level level Reports tool.
  2. Click Assignment Report under the Project Reports section.
  3. Under Filter Reports By, select a user from the Assignee drop-down menu.


     
  4. Click Filter.
  5. You will see a report with the following information:
    • Created By: This is the user who created the item.
    • Type: This is the type of item that is assigned to the user.
    • #: This is the number of the item that was assigned to it upon creation.
    • Title: Click the link of the item title to view it in Procore.
    • Status: This is the status of the item.
      Note: As a general rule, closed items are closed and resolved, while open items are not resolved or are currently being resolved.

Next Steps

  1. Click Export if you want to export the report to a PDF.

 

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