How do 360 Reporting permissions work?

Answer

Procore's 360 Reporting tools require two (2) separate permission layers: one to create and manage the report, and another to view the source data it contains. 

1. Permissions to Create a 360 Report

You must have these permissions to create and manage a 360 Report:

  • For a Company 360 Report: You must be a Company Admin. This permission is managed in the Company Directory to ensure secure access. Users cannot change permissions from within the Company 360 Reporting tool itself.
  • For a Project 360 Report: You must have 'Standard' level permissions or higher on the Project 360 Reporting tool.
 Important

Permission to create a report does not guarantee access to its source data. A second permission layer protects sensitive financial and administrative information by controlling who can view it.

2. Permissions to View 360 Report Data

To view data in a 360 report, you generally need 'Admin' permissions on the source tool where that data originates. However, the table below lists the specific requirements for each project-level source tool with unique requirements in Procore.

Action Plans

Data Field Group Source Tool Permissions Notes
Action Plan Admin None
Action Plan Approver Admin None
Action Plan Completed Receiver Admin None
Action Plan Line Item Admin None
Action Plan Line Item Assignee Admin None
Action Plan Line Item Record Admin None
Action Plan Line Item Reference Admin None

Admin

Data Field Group Source Tool Permissions  
Project None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you're running and your project access.

Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Distribution Group None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you're running and your project access.

Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Note None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you're running and your project access.

Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Permissions None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you're running and your project access.

Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Task None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you're running and your project access.

Example: If you have access to 'Project ABC', you will see data for 'Project ABC'
Project Roles None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you're running and your project access.

Example: If you have access to 'Project ABC', you will see data for 'Project ABC'

Tendering

Data Field Group Source Tool Permissions Notes
Tender Read Only None
Tender Form Read Only None
Tender Item Read Only None
Tender Package Read Only None
Tender Vendor Read Only None

BUDGET

Data Field Group Source Tool Permissions Notes
Actual Production Quantities Read Only, Standard, Admin Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Budget Change Read Only, Standard, Admin Requires ERP Integrations to see ERP status fields.
Budget Change Workflow Steps & Assignment Duration Read Only Requires Company Workflows.
Budget Change Adjustment Line Item Read Only, Standard, Admin None
Budget Code None, Read Only, Standard, Admin This is a structural attribute.

There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted source tool access.
Budget Forecast Line Item Read Only, Standard, Admin None
Budget Line Item Read Only, Standard, Admin None
Budgeted Production Quantities Read Only, Standard, Admin Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
ERP Job Cost Summary Read Only, Standard, Admin Requires ERP Integrations.
Labour Productivity Read Only, Standard, Admin Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Monitored Resource Read Only, Standard, Admin None

Change Events

Data Field Group Source Tool Permissions Notes
Change Event Read Only, Standard, Admin None
Change Event Line Item Read Only, Standard, Admin None
Change Event Production Quantity Read Only, Standard, Admin None
Request for Quote Read Only, Standard, Admin None
Request for Quote Quote Read Only, Standard, Admin None
Request for Quote Response Read Only None

Commitments

Data Field Group Source Tool Permissions Notes
Commitment Admin None
Commitment Workflow Steps & Assignment Duration Admin Requires Company Workflows.
Commitment Variation Admin Requires Change Management.
Commitment Change Order Workflow Steps & Assignment Duration Admin Requires Change Management and Company Workflows.
Commitment Variation Line Item Admin Requires Change Management.
Commitment Variation Markup Admin Requires Change Management.
Commitment Variation Request Admin Requires Change Management.
Commitment Line Item Admin None
Commitment Potential Variation Admin Requires Change Management.
Commitment Workflow Responses Admin Requires Change Management.
Payment Issued Admin Requires Progress Claim Management. May also be integrated with Procore Pay.
Payment Received Admin Requires Progress Claim Management. May also be integrated with Procore Pay.
Subcontractor Progress Claim Admin Requires Progress Claim Management.
Subcontractor Progress Claim Workflow Steps & Assignment Duration Admin Requires Progress Claim Management and Company Workflows.
Subcontractor Progress Claim Line Item Admin Requires Progress Claim Management. 

Co-ordination Issues

Data Field Group Source Tool Permissions Notes
Co-ordination Issue Read Only None

Correspondence

Data Field Group Source Tool Permissions Notes
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.
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.
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.
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.
Correspondence Program 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.

Site teams

Data Field Group Source Tool Permissions Notes
Site team Read Only None

Site Diary

Data Field Group Source Tool Permissions Notes
Site Diary Accident Admin None
Site Diary Completion Admin None
Site Diary Construction Report Admin None
Site Diary Delay Admin None
Site Diary Delivery Admin None
Site Diary Skip Admin None
Site Diary Equipment Admin None
Site Diary Inspection Admin None
Site Diary Working hours Admin None
Site Diary Note Admin None
Site Diary Observed Weather Condition Admin None
Site Diary Phone Call Admin None
Site Diary Plan Revision Admin None
Site Diary Productivity Admin None
Site Diary Quantity Admin None
Site Diary Safety Violation Admin None
Site Diary Programmed Work Admin None
Site Diary Programmed Work Task Admin None
Site Diary Visitor Admin None
Site Diary Waste Admin None

Direct Costs

Data Field Group Source Tool Permissions Notes
Direct Cost Read Only None
Direct Cost Line Item Read Only None

Directory

Data Field Group Source Tool Permissions Notes
Company (Vendor) - Used in Company 360 Reporting None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you are running and your project access permissions.

Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'.
Company (Vendor) - Used in Project 360 Reporting None, Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you are running and your project access permissions.

Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'.
Company Comments Read Only, Standard, Admin None
Company Global Insurance Read Only, Standard, Admin None
Company Project Insurance Read Only, Standard, Admin None
Contact Read Only, Standard, Admin None
Employees Read Only Data is contextual.

The data you see depends on the report you are running and your project access permissions.

Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'.
User Read Only, Standard, Admin Data is contextual.

The data you see depends on the report you are running and your project access permissions.

Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'.

Documents

Data Field Group Source Tool Permissions Notes
Company Folder/Document Admin Also requires 'Admin' level permissions on the Company Directory.

Folder/Document

 Admin Also requires 'Admin' level permissions on the Company Directory.
Folder/Document Watcher Admin Also requires 'Admin' level permissions on the Company Directory.

Drawings

Data Field Group Source Tool Permissions Notes
Drawing Read Only, Standard, Admin None
Drawing Markup Lin Read Only, Standard, Admin None

Estimating

Data Field Group Source Tool Permissions Notes
Estimate Read Only, Standard, Admin None
Estimate Adjustment Read Only, Standard, Admin None
Estimate Budget Included Item Read Only, Standard, Admin None
Estimate Budget Item Read Only, Standard, Admin None
Estimate Layer Read Only, Standard, Admin None
Estimate Layer Group Read Only, Standard, Admin None
Estimating Project Read Only, Standard, Admin None

Forms

Data Field Group Source Tool Permissions Notes
Form Admin None

Incidents

Data Field Group Source Tool Permissions Notes
Incident Admin None
Incident Action Admin None
Incident Alert Admin None
Incident Distribution Member Admin None
Incident Injury Body Part Admin None
Incident Record Admin None

Inspections

Data Field Group Source Tool Permissions Notes
Inspection Admin None
Inspection Assignee Admin None
Inspection Distribution List Admin None
Inspection Item Admin None
Inspection Item Activity Admin None
Inspection Item Comment Admin None
Inspection Item Reference Admin None
Inspection Item Signature Request Admin None
Inspection Program Admin None
Inspection Program Assignee Admin None
Inspection Program Distribution List Admin None
Inspection Signature Request Admin None

Instructions

Data Field Group Source Tool Permissions Notes
Instruction Admin None

Meetings

Data Field Group Source Tool Permissions Notes
Meeting Admin None
Meeting Attendee Admin None
Meeting Item Admin None
Meeting Item Assignee Admin None
Meeting Item Attendee Admin None

Observations

Data Field Group Source Tool Permissions Notes
Observation Admin None
Observation Activity Admin None
Observation Distribution Member Admin None

Photos

Data Field Group Source Tool Permissions Notes
Photo Admin None

Head Contracts (Funding/Client Contracts)

Data Field Group Source Tool Permissions Notes
Owner Progress Claim Admin Requires Progress Claim Management.
Owner Progress Claim Workflow Steps & Assignment Duration Admin Requires Progress Claim Management and Company Workflows.
Owner Progress Claim Line Item Admin Requires Progress Claim Management.
Head Contract Admin None
Head Contract Workflow Steps & Assignment Duration Admin Requires Progress Claim Management and Company Workflows.
Head Contract Variation Admin Requires Change Management.
Head Contract Change Order Workflow Steps & Assignment Duration Admin Requires Change Management and Company Workflows.
Head Contract Variation Line Item Admin Requires Change Management.
Head Contract Change Order Workflow Responses Admin Requires Change Management.
Head Contract Change Order Workflow Steps Admin Requires Change Management.
Head Contract Line Item Admin None
Head Contract Potential Variation Admin Requires Change Management.
Head Potential Variation Production Quantity Read Only, Standard, Admin Requires Change Management.

Defect List

Data Field Group Source Tool Permissions Notes
Defect Item Admin None
Defect Item Assignee Admin None
Defect Item Ball In Court Admin None
Defect Item Comments Admin None
Defect Item Distribution Member Admin None

RFIs

Data Field Group Source Tool Permissions Notes
Distribution List Admin None
RFI Admin None
RFI Assignee Admin None
RFI Question Admin None
RFI Response Admin None

Program

Data Field Group Source Tool Permissions Notes
Program Calendar Item Admin None
Program Lookahead Read Only None
Program Lookahead Task Read Only None
Program Task Read Only None
Program Task Request Read Only None

Specifications

Data Field Group Source Tool Permissions Notes
Specifications Read Only, Standard, Admin None

Submittals

Data Field Group Source Tool Permissions Notes
Submittal Admin None
Submittal Approver Admin None
Submittal Ball In Court Admin None
Submittal Distribution List Admin None

Daywork Sheets

Data Field Group Source Tool Permissions Notes
Daywork Sheet Read Only, Standard, Admin None
Daywork Sheet Equipment Read Only, Standard, Admin None
Daywork Sheet Labour Read Only, Standard, Admin None
Daywork Sheet Material Read Only, Standard, Admin None

Tasks

Data Field Group Source Tool Permissions Notes
Task Admin None
Task Activity Admin None
Task Assignee Admin None
Task Distribution Member Admin None

Timesheets

Data Field Group Source Tool Permissions Notes
Actual Production Quantities Read Only, Standard, Admin Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Budget tool.
Budgeted Production Quantities Read Only, Standard, Admin Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Budget tool.
Labour Productivity Read Only, Standard, Admin Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Budget tool.
Timecard Entry Read Only, Standard, Admin None

3. Practical Example: Company 360 Reporting for the RFIs Tool

Here is a practical example of how source tool data permissions work.

Example

The Scenario

  • You are assigned access to nine (9) Procore projects.
  • On five (5) projects, you have 'Admin' permissions on the RFIs tool.
  • On four (4) projects, you have 'Read Only' permissions on the RFIs tool and no granular permissions assigned.

The Action

The Result

  • The report shows RFIs data for the five (5) projects where you have ' Admin' access.
  • Procore's security rules automatically filter out and exclude data from the four (4) projects where you only have 'Read Only' permissions. This happens because the RFIs tool requires users with 'Read Only' level permissions to have granular permissions. To learn more, see Which Procore tools support granular permissions?

 

See Also