Company 360 Reporting - User Permissions

360 Reports

Overview

Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:

Permissions to create and manage reports.
Permissions to access reporting data.

1. Permissions to Create and Manage Reports

permissions differ based on dataset

Users need 'Admin' level permissions to the Company Directory tool to create and manage most Company 360 reports.

However, when creating a Company 360 report for the Project Execution Dataset, permissions are managed by granting users permissions to the Company 360 Reporting tool. The table below shows the permissions required to create and manage Company 360 Reports for the Project Execution Dataset.

Company 360 Reporting Permissions for Project Execution Dataset

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action	None	Read Only	Standard	Admin	Notes
Assign a 360 Report to All Projects					Users must have 'Admin' level permissions to the Company Directory to perform this action.
Configure Settings					Users must have 'Admin' level permissions to the Company Directory to perform this action.
Copy a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Create a Calculated Column					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Create a Report					Super Private Correspondence records are excluded from 360 Reports. Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Create a Report Using a Template					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Create a User Activity Report					Users must have 'Admin' level permissions to the Company Directory to perform this action.
Delete a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Distribute a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Edit a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Export a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
Share a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.
View a Report					Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action.

2. Permissions for Data Access

You need the following permissions levels in the source tool to view the relevant data:

Action Plans

If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permissions.

Admin

Permissions Show/Hide Details

Data Field Group	Project Admin Tool Permissions	Notes
Project	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.
Project Distribution Group	Read Only, Standard, Admin	None
Project Note	Read Only, Standard, Admin	None
Project Permissions	Read Only, Standard, Admin	None
Project Task	Read Only, Standard, Admin	None
Project Roles	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)

Data Field Group	Admin Tool Permissions	Notes
Project	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.
Project Roles	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.

Asset

Permissions Show/Hide Details

Data Field Group	Assets Tool Permissions	Notes
Asset	Read only	None
Asset Attachment	Read only	None

Change Events

If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.

Commitments

Permissions Show/Hide Details

Data Field Group	Commitments Tool Permissions	Notes
Commitment	If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.	None
Commitment Variation	Admin	Requires Change Management
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	If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.	None
Commitment Potential Variation	Admin	Requires Change Management
Commitment Workflow Responses	Admin	Requires Company Workflows
Request for Quote	Read Only, Standard, Admin	None
Request for Quote Quote	Read Only, Standard, Admin	None
Request for Quote Response	Read Only	None
Subcontractor Progress Claim	Admin	Requires Progress Claim Management.
Subcontractor Progress Claim Line Item	Admin	Requires Progress Claim Management

Co-ordination Issues

If you have access to view the co-ordination issue in the tool, you can view all associated data from its child objects. See Co-ordination Tool Permissions.

Correspondence

If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.

Note: Super Private correspondences are excluded.

Site Diary

If you have access to view the site diary in the tool, you can view all associated data from its child objects. See Site Diary Permissions.

Data Field Group	Directory Tool Permission	Notes
Workflow Instances	Admin	None
Workflow Steps	Admin	None
Workflow Step Assignees	Admin	None

Documents

Permissions Show/Hide Details

Data Field Group	Documents Tool Permission	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.

Document Management

Permissions Show/Hide Details

Data Field Group	Document Management Tool Permissions	Notes
Document Management	Admin	None
Document Management Placeholder	Admin	None

Drawings

If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.

Forms

If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.

Incidents

If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.

Inspections

If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.

Instructions

If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.

Meetings

If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.

Observations

If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.

Photos

If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.

Project Document Management (PDM) - Beta

Permissions Show/Hide Details

Data Field Group	PDM Tool Permissions	Notes
Document Management	Admin	None

Defect List

If you have access to view the defect item in the tool, you can view all associated data from its child objects. See Defect List Permissions.

RFIs

If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.

Resource Planning

Permissions Show/Hide Details

Data Field Group	Resource Planning Tool Permissions	Notes
Rate Table	Read only	None
Labour Rate	Read only	None
Equipment Rate	Read only	None
Equipment Timecard Entry with Rates	timesheets.admin	None
Timecard Entry with Rates	timesheets.admin	None

Program

If you have access to view the program in the tool, you can view all associated data from its child objects. See Program Permissions.

Specifications

If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.

Submittals

If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.

Tasks

If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.

Timecards

Permissions Show/Hide Details

Data Field Group	Timecards Tool Permissions	Notes
Daily Timecards and Assignments	Admin	None

Timesheets

If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.

Single Tool Reports

Learn which user permissions are required to take the described actions in this tool.

Important

Some actions that impact this tool are done in other Procore tools.

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

This table shows the user permissions needed to take each action in the Company 360 Reporting tool.

Company 360 Reporting Tutorials Action	None	Read Only	Standard	Admin	Notes
Add a Visual to a Company Single Tool Report You Created Web					You must also have permission to view the data in the report's tool.
Aggregate Data in a Company Single Tool Report Web					You must also have permission to view the data in the report's tool.
Assign a Single Tool Report to All Projects Web
Copy a Company Single Tool Report You Created Web
Copy a Company Single Tool Report as a Viewer (Shared) Web
Configure Settings: 360 Reporting Web
Create a Calculated Column in a Company Single Tool Report You Created Web					You must also have permission to view the data in the report's tool.
Create a Company Single Tool Report Using Data from the Company Directory Web					Users also need 'Admin' level permissions on the Company Directory tool. Users with 'Admin' level permissions on the Project Directory tool for one or more projects, can create company reports using data from those projects.
Create a Company Single Tool Report Using Data from the Company Portfolio tool Web					Users also need 'Admin' level permissions Project Admin tool for one or more projects. To create a report using data from another tool, users also need 'Read Only' level permissions or higher on the relevant tool.
Create a Company Single Tool Report Using Data from Financial Management Tools Web					Users also need 'Admin' level permissions on the relevant financial management tool. For reports using data from project's Budget tool, users need 'Admin' level permissions to the Company Admin.
Delete a Company Single Tool Report You Created Web
Delete Any Company Single Tool Report Web
Distribute a Snapshot of a Custom Company Report You Created Web
Distribute Any Snapshot of a Custom Company Web					You must have 'Admin' level permissions to the Company Directory tool.
Download an Open Submittals Report Web
Edit a Company Single Tool Report Web					You must be either the report's Creator or have 'Admin' level permissions to the Company Directory tool.
Export a Company Single Tool Report You Created Web
Export a Single Tool Company Report as a Viewer (Shared) Web
Share a Company Single Tool Report Web
View a Report Web					You must also have permission to view the data in the report's tool.