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Procore Support (en-au)

What additional user permissions are required to access reportable data with enhanced reporting?

Answer

Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting > Financials field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

Field Group Source Tool Required Permissions on the Source Tool
None Read Only Standard Admin
Budget Change Adjustment Line Items Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Changes Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Code Budget icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Forecast Line Item Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Line Item Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Modification Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Line Item Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Commitment Commitments       icon-mindtouch-table-check.png
Commitment Variation Commitments       icon-mindtouch-table-check.png
Commitment Variation Line Item Commitments       icon-mindtouch-table-check.png
Commitment Variation Markup Commitments       icon-mindtouch-table-check.png
Commitment Variation Request Commitments       icon-mindtouch-table-check.png
Commitment Line Item Commitments       icon-mindtouch-table-check.png
Commitment Potential Variation Commitments       icon-mindtouch-table-check.png
Company (Vendor) - Company Reports N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company (Vendor) - Project Reports N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Global Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Project Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Employees Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Direct Costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Line Item Direct Costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
ERP Job Costs Summary Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Monitored Resource Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Owner Progress Claim Head Contracts       icon-mindtouch-table-check.png
Owner Progress Claim Line Item Head Contracts       icon-mindtouch-table-check.png
Head Contract Head Contracts       icon-mindtouch-table-check.png
Head Contract Variation Head Contracts       icon-mindtouch-table-check.png
Head Contract Variation Line Item Head Contracts       icon-mindtouch-table-check.png
Head Contract Variation Markup Head Contracts       icon-mindtouch-table-check.png
Head Contract Variation Request Head Contracts       icon-mindtouch-table-check.png
Head Contract Line Item Head Contracts       icon-mindtouch-table-check.png
Head Contract Potential Variation Head Contracts       icon-mindtouch-table-check.png
Project N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Project Roles N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Quote Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Response Change Events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subcontractor Progress Claim Commitments       icon-mindtouch-table-check.png
Subcontractor Progress Claim Line Item Commitments       icon-mindtouch-table-check.png
Timecard Entries Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Production Quantities Timesheets or Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png