360 Reporting: Data Guide

How Your Data is Organised

This guide introduces the fundamental concepts of data structure in 360 Reporting. Understanding these building blocks—from datasets and objects to joins and granularity—is the key to creating powerful and insightful reports.

Data Structure

When building a 360 Report, data is organised in a three-level hierarchy: Datasets, Objects, and Fields.

Select a Dataset: Your first step is to choose the dataset to use. A dataset is the complete pool of data available for your report. You can only use data from dataset you select, although some fields are included in multiple datasets. Available datasets include:
- Financials
- Resource Management
- Project Execution
- User Activity
- Directory & Portfolio
- Preconstruction
- Agent Adoption
Find your Objects: Within a dataset, the system organises information into objects. An object groups all the fields related to a specific item, like an RFI. This ensures all the fields you are working with have a consistent level of detail.
Choose your Fields: Inside each object, you find fields. A field is the most granular piece of data, such as 'Title', 'Status', or 'Due Date.'

You can create 360 Reports at the company or project level using the datasets provided in this guide.

Types of Fields

In 360 Reporting, fields are categorized by the type of data they contain and how you can use them.

Measure: A measure is a field containing a numerical value, such as an amount, quantity, or number of hours. You use measures to perform calculations and aggregations, like summing costs or averaging hours.
Dimension: A dimension is a field that contains descriptive text, like a name, title, or status. You use dimensions to label, group, or filter your data. You cannot use them in mathematical calculations.
- Hyperlinked Dimensions: Some dimension fields, like 'RFI Number' or 'Commitment Title,' are also hyperlinks. You can click them to open the source item in a new window.
Boolean: A boolean field holds one of two values: True (yes) or False (no). You use it to represent binary information, such as whether a commitment is 'Executed' or an RFI is marked 'Private.'
Date and Date/Time: These fields contain date or date with time values, such as a 'Due Date' or 'Date Created.'

Important

In 360 Reporting, date fields in project-level reports always use the project’s timezone. See Create a New Project. In company-level reports, they use the company’s timezone. See Configure Your Company Settings.

Granularity and Grain

To build powerful and insightful reports, it's crucial to grasp two fundamental concepts: granularity and grain.

Granularity: The Level of Detail. A report's granularity defines its level of detail. A low-granularity report shows high-level, summary information (e.g., totals for an entire project). In contrast, a high-granularity report shows fine-grained detail (e.g., individual transactions within that project).
Grain: The Focus of Each Row. The grain specifies what each row in a report represents. For example, if each row shows a unique RFI, the report's grain is 'RFI.'

How Report Grain Changes

In 360 Reporting, the grain of a report can change as you add more fields.

The grain changes whenever you add a new field. If you add the 'Project Name' field, each row becomes a unique project. If you then add the more granular 'RFI Number' field, the grain shifts so that each row represents a unique RFI.
The grain only changes when you add a descriptive (non-measure) field. If you add a measure (a quantifiable value like cost or quantity), the grain remains the same. The report aggregates the new measure to the current level of detail.

Joins

In Enhanced Reporting, joins create relationships between different data objects. For example, RFIs connect to a project, commitment line items belong to a commitment, and users are part of a company.

Pulling in Related Information

Joins allow you to pull fields from multiple related objects into a single report. For instance, the 'Company' object joins with the 'Commitment' object. This connection lets you pull any information about that company directly into your commitment report.

When you combine fields from joined objects, the report displays them in the same row. For example, a report can show the 'Project Name', 'Commitment Number ', 'Line Item Amount', and 'Budget Code' together in a single row because the objects are joined.

Direct and Indirect Joins

Getting different data objects to appear in the same report row depends entirely on how they are 'joined.' Understanding the types of joins—Direct and Indirect—is the key to building the report you need.

Direct Joins

A direct join is a simple, non-stop connection. One object links straight to another.

Example

Objects: A Company (Vendor) is directly joined to a User.
Relationship: They are a direct join. Their information will automatically appear together in the same report row.

Indirect Joins

An indirect join is a connection that requires a "middleman" object. The two objects you want to report on don't link to each other, but they both link to a third, common object.

Example

Objects: A Company Distribution Group and Company (Vendor)
Relationship: These objects do not have a direct join. However, both objects have direct joins to User. To show Company Distribution Group and Company (Vendor) in a report, you must also add the User object, which allows all three objects to appear on the same report row.

Note

Adding a measure (like a line item amount) from a joined object does not change the report's grain. In the example above, the report's grain remains 'Commitment,' and the line item's measure aggregates to that level.

Financials

The Financials dataset provides a comprehensive set of objects for reporting on every aspect of your project's financial lifecycle. Use this dataset to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Joins through Named Objects in Bold	Joins through any Line Item Object	Joins through any Line Item Object except Budget
Budget Change	Budget Change Adjustment Line Item Project	Budget Change Adjustment Line Item: Budget Code, Budget Line Item	None	None
Budget Change Adjustment Line Item	Budget Change Budget Code Budget Line Item Project	None	None	None
Budget Code	Budget Change Adjustment Line Item Budget Line Item Budget Modification Change Event Line Item Commitment Variation Line Item Commitment Line Item Direct Cost Line Item ERP Job Costs Summary Monitored Resource Owner Progress Claim Line Item Head Contract Variation Line Item Head Contract Variation Markup Head Contract Line Item Subcontractor Progress Claim Line Item Subcontractor SOV	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	Project	Company (Vendor)
Budget Line Item	Budget Change Adjustment Line Item Budget Code Budget Modification Change Event Line Item Commitment Variation Line Item Commitment Line Item Direct Cost Line Item Monitored Resource Owner Progress Claim Line Item Head Contract Variation Line Item Head Contract Line Item Project Subcontractor Progress Claim Line Item	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Progress Claim Line Item: Owner Progress Claim Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Progress Claim Line Item: Subcontractor Progress Claim	None	None
Budget Modification	Budget Code Budget Line Item	None	None	None
Change Event	Change Event Line Item Head Contract Head Contract Variation Markup Project	Change Event Line Item: Budget Code, Budget Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Head Contract Change Order, Head Contract Change Order Request, Head Contract Potential Change Order, Request for Quote, Request for Quote Quote, Request for Quote Response	None	None
Change Event Line Item	Budget Code Budget Line Item Change Event Commitment Commitment Variation Commitment Variation Line Item Commitment Variation Request Commitment Potential Variation Company (Vendor) Head Contract Head Contract Variation Head Contract Variation Line Item Head Contract Variation Request Head Contract Potential Variation Project Request for Quote Request for Quote Quote Request for Quote Response	None	None	None
Commitment	Change Event Line Item Commitment Variation Commitment Variation Line Item Commitment Variation Markup Commitment Variation Request Commitment Line Item Commitment Potential Variation Company (Vendor) Lien Waiver Manual Hold Payment Issued Payment Requirement Project Request for Quote Request for Quote Quote Request for Quote Response Subcontractor SOV	Commitment Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None	None
Commitment Variation	Change Event Line Item Commitment Commitment Variation Line Item Commitment Variation Markup Commitment Variation Request Commitment Potential Variation Company (Vendor) Project Subcontractor Progress Claim Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Progress Claim Line Item: Subcontractor Progress Claim	None	None
Commitment Variation Line Item	Budget Code Budget Line Item Change Event Line Item Commitment Commitment Variation Commitment Variation Request Commitment Potential Variation Company (Vendor) Head Contract Head Contract Variation Head Contract Variation Request Head Contract Potential Variation Project Subcontractor Progress Claim Line Item Tax	Subcontractor Progress Claim Line Item: Subcontractor Progress Claim	None	None
Commitment Variation Markup	Commitment Commitment Variation Commitment Variation Request Commitment Potential Variation Project	None	None	None
Commitment Variation Request	Change Event Line Item Commitment Commitment Variation Commitment Variation Line Item Commitment Variation Markup Commitment Potential Variation Company (Vendor) Project Subcontractor Progress Claim Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Progress Claim Line Item: Subcontractor Progress Claim	None	None
Commitment Line Item	Budget Code Budget Line Item Commitment Company (Vendor) Project Subcontractor Progress Claim Line Item Tax Subcontractor SOV	Subcontractor Progress Claim Line Item: Subcontractor Progress Claim	None	None
Commitment Potential Variation	Change Event Line Item Commitment Commitment Variation Commitment Variation Line Item Commitment Variation Markup Commitment Variation Request Company (Vendor) Project Subcontractor Progress Claim Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Progress Claim Line Item: Subcontractor Progress Claim	None	None
Company (Vendor)	Change Event Line Item Commitment Commitment Variation Commitment Variation Line Item Commitment Variation Request Commitment Line Item Commitment Potential Variation Company Global Insurance Company Project Insurance Direct Cost Direct Cost Line Item Lien Waiver Manual Hold Owner Progress Claim Owner Progress Claim Line Item Payment Issued Payment Requirement Head Contract Head Contract Variation Head Contract Variation Line Item Head Contract Variation Markup Head Contract Variation Request Head Contract Line Item Head Contract Potential Variation Project Subcontractor Progress Claim Subcontractor Progress Claim Line Item Contract Compliance Payment Beneficiary Sub-Tier Sub-Tier Waiver Tax Subcontractor SOV	Change Event Line Item: Change Event, Request for Quote, Request for Quote Quote, Request for Quote Response	None	Budget Code
Company Global Insurance	Company (Vendor)	None	None	None
Company Project Insurance	Company (Vendor) Project	None	None	None
Contract Compliance	Commitment Company (Vendor) Project	None	None	None
Direct Cost	Company (Vendor) Direct Cost Line Item Project	Direct Cost Line Item: Budget Code, Budget Code Line Item	None	None
Direct Cost Line Item	Budget Code Budget Line Item Company (Vendor) Direct Cost	None	None	None
ERP Job Costs Summary	Budget Code Project	None	None	None
Progress Claim Compliance	Commitment Company (Vendor) Project Subcontractor Progress Claim	None	None	None
Lien Waiver	Commitment Company (Vendor) Payment Requirement Project Subcontractor Progress Claim	None	None	None
Manual Hold	Commitment Company (Vendor) Subcontractor Progress Claim	None	None	None
Monitored Resource	Budget Code Budget Line Item Change Event Project	None	None	None
Owner Progress Claim	Company (Vendor) Owner Progress Claim Line Item Payment Issued Head Contract Project	Owner Progress Claim Line Item: Budget Code, Budget Line Item, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Line Item, Head Contract Potential Change Order, Tax	None	None
Owner Progress Claim Line Item	Budget Code Budget Line Item Company (Vendor) Owner Progress Claim Head Contract Head Contract Variation Line Item Head Contract Variation Request Head Contract Line Item Head Contract Potential Variation Project Tax	None	None	None
Payment Beneficiary	Company (Vendor) Project	None	None	None
Payment Issued	Change Event Commitment Company (Vendor) Payment Requirement Head Contract Project Subcontractor Progress Claim	None	None	None
Payment Received	Head Contract Owner Progress Claim Company (Vendor) Project	None	None	None
Payment Requirement	Commitment Company (Vendor) Lien Waiver Payment Issued Project Subcontractor Progress Claim	None	None	None
Head Contract	Change Event Change Event Line Item Commitment Variation Line Item Company (Vendor) Owner Progress Claim Owner Progress Claim Line Item Payment Issued Head Contract Variation Head Contract Variation Line Item Head Contract Variation Markup Head Contract Variation Request Head Contract Line Item Head Contract Potential Variation Project	Prime Contract Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Head Contract Variation	Change Event Line Item Commitment Variation Line Item Company (Vendor) Owner Progress Claim Line Item Head Contract Head Contract Variation Line Item Head Contract Variation Markup Head Contract Variation Request	Prime Contract Change Order Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Company (Vendor) Owner Progress Claim Line Item: Owner Progress Claim	None	None
Head Contract Variation Line Item	Budget Code Budget Line Item Change Event Line Item Commitment Variation Line Item Company (Vendor) Owner Progress Claim Line Item Head Contract Head Contract Variation Head Contract Variation Markup Head Contract Variation Request Head Contract Potential Variation Project Tax	Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Progress Claim Line Item: Owner Progress Claim	None	None
Head Contract Variation Markup	Budget Code Change Event Company (Vendor) Head Contract Head Contract Variation Head Contract Variation Line Item Head Contract Variation Request Head Contract Potential Variation Project	None	None	None
Head Contract Variation Request	Change Event Line Item Commitment Variation Line Item Company (Vendor) Owner Progress Claim Line Item Head Contract Head Contract Variation Head Contract Variation Line Item Head Contract Variation Markup Head Contract Potential Variation Project	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Progress Claim Line Item: Owner Progress Claim	None	None
Head Contract Line Item	Budget Code Budget Line Item Company (Vendor) Owner Progress Claim Line Item Head Contract Project Tax	Owner Progress Claim Line Item: Owner Progress Claim	None	None
Head Contract Potential Variation	Change Event Line Item Commitment Variation Line Item Company (Vendor) Owner Progress Claim Line Item Head Contract Head Contract Variation Head Contract Variation Line Item Head Contract Variation Markup Head Contract Variation Request Project	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Project	Budget Change Budget Change Adjustment Line Item Budget Line Item Change Event Change Event Line Item Commitment Commitment Chane Order Commitment Variation Line Item Commitment Variation Markup Commitment Variation Request Commitment Line Item Commitment Potential Variation Company (Vendor) Company Project Insurance Direct Cost Direct Cost Line Item ERP Job Costs Summary Lien Waiver Monitored Resource Owner Progress Claim Owner Progress Claim Line Item Payment Issued Payment Requirement Head Contract Head Contract Variation Head Contract Variation Line Item Head Contract Variation Markup Head Contract Variation Request Head Contract Line Item Head Contract Potential Variation Project Roles Request for Quote Request for Quote Quote Request for Quote Response Subcontractor Progress Claim Subcontractor Progress Claim Line Item Contract Compliance Payment Beneficiary Sub-Tier Sub-Tier Waiver Subcontractor SOV	None	Budget Code	None
Request for Quote	Project	None	None	None
Project Role	Change Event Line Item Project Request for Quote Quote Request for Quote Response Subcontractor Progress Claim	Change Event Line Item: Change Event, Company (Vendor)	None	None
Related Item	Project Change Event Commitment Commitment Variation Commitment Variation Request Commitment Potential Variation Direct Cost Owner Progress Claim Head Contract Head Contract Variation Head Contract Variation Request Head Contract Potential Variation Request for Quote Subcontractor Progress Claim Note: One row per stored link (origin → destination). Related Item joins the tool object on either side of the link, so the origin tool, the destination tool, or both can be added to the same report. Columns from a joined tool show only when the user also has permission on that tool.	None	None	None
Request For Quote Quote	Change Event Line Item Project Request for Quote	Change Event Line Item: Change Event, Company (Vendor)	None	None
Request For Quote Response	Change Event Line Item Payment Requirement Project Request for Quote	Change Event Line Item: Change Event, Company (Vendor), Payment Requirement, Project, Request for Quote	None	None
Subcontractor Progress Claim	Commitment Company (Vendor) Lien Waiver Manual Hold Payment Issued Payment Requirement Project Subcontractor Progress Claim Line Item Sub-Tier Waiver	Subcontractor Progress Claim Line Item: Budget Code, Budget Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Tax	None	None
Subcontractor Progress Claim Line Item	Budget Code Budget Line Item Commitment Commitment Variation Commitment Variation Line Item Commitment Variation Request Commitment Line Item Commitment Potential Variation Company (Vendor) Project Subcontractor Progress Claim Tax Subcontractor SOV	None	None	None
Sub-Tier	Commitment Company (Vendor) Project Sub-Tier Waiver	None	None	None
Sub-Tier Waiver	Commitment Company (Vendor) Project Subcontractor Progress Claim Sub-Tier	None	None	None
Tax	Commitment Variation Line Item Commitment Line Item Head Contract Variation Line Item Head Contract Line Item Subcontractor Progress Claim Line Item Owner Progress Claim Line Item Company (Vendor)	Commitment Change Order Line Item: Commitment Change Order Commitment Line Item: Commitment Prime Contract Change Order Line Item: Prime Contract Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice Owner Invoice Line Item: Owner Invoice	None	None
Subcontractor SOV	Project Commitment Commitment Line Item Budget Code Subcontractor Invoice Line item Company (Vendor)	None	None	None
Workflow Instance	Workflow Step Workflow Step Assignees Project Commitment Budget Change Commitment Variation Head Contract Variation Head Contract Subcontractor Progress Claim Owner Progress Claim Commitment Potential Variation Head Contract Potential Variation	None	None
Workflow Step	Workflow Instance Workflow Step Assignees Project	Workflow Instance: Commitment, Budget Change, Commitment Change Order, Head Contract Change Order, Head Contract, Subcontractor Progress Claim, Owner Progress Claim, Commitment Potential Change Order, Head Contract Potential Change Order	None
Workflow Step Assignees	Workflow Instance Workflow Step Project	Workflow Instance: Commitment, Budget Change, Commitment Change Order, Head Contract Change Order, Head Contract, Subcontractor Progress Claim, Owner Progress Claim, Commitment Potential Change Order, Head Contract Potential Change Order	None

How Your Data is Organised

Resource Management

The Resource Management dataset allows you to analyse your team's productivity and its financial impact by connecting resource allocation and time tracking with key project data. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Joins through Named Objects in Bold	Notes
Actual Production Quantity	Budget Code, Site team, Employee, Project, Timecard Entry, Budgeted Production Quantity	None	None
Budget Change Production Quantity	Budget Code, Project	None	None
Budget Code	Actual Production Quantity, Budget Line Item, Budgeted Production Quantity, Change Event Line Item, Direct Cost Line Item, Head Contract Change Order Line Item, Head Contract Change Order Markup, Head Contract Change Order Request, Timecard Entry, Labour Allocation, Equipment Timecard Entry	Change Event Line Item: Change Events, Commitment Line Item: Commitment, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Line Item: Commitment Change Order, Commitment Potential Change Order, Direct Cost Line Item: Direct Cost, Head Contract Change Order Request: Head Contract, Head Contract Change Order Line Item: Head Contract Change Order, Head Contract Change Order Request	Join through any line item object: Project, Join through any line item object except Budget: Company (Vendor)
Budget Line Item	Budget Code, Project	None	None
Budgeted Production Quantity	Budget Code, Project	None	None
Change Events	Change Event Line Item, Change Event Production Quantity, Head Contract, Head Contract Change Order Markup, Project	Change Event Line Item: Budget Code, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order	None
Change Event Line Item	Budget Code, Change Events, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order, Project	None	None
Change Event Production Quantity	Change Events, Head Contract, Head Contract Change Order, Head Contract Change Order Request, Head Contract Potential Change Order, Project	None	None
Commitment	Change Event Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Project	Commitment Line Item: Budget Code, Change Event Line Item: Change Events, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order	None
Commitment Variation	Change Event Line Item, Commitment, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Project	Commitment Change Order Line Item: Budget Code, Change Event Line Item: Change Events, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order	None
Commitment Variation Line Item	Budget Code, Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order, Project	Change Event Line Item: Change Events	None
Commitment Variation Markup	Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Project Roles	None	None
Commitment Variation Request	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Potential Change Order, Company (Vendor), Project	Change Event Line Item: Change Events, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order
Commitment Line Item	Budget Code, Commitment, Commitment Change Order, Company (Vendor), Project	None	None
Commitment Potential Variation	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Company (Vendor), Project	Commitment Change Order Line Item: Budget, Change Event Line Item: Head Contract, Head Contract Change Order Line Item, Head Contract Change Order Markup, Head Contract Change Order Request, Head Contract Potential Change Order
Company (Vendor)	Change Event Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Direct Cost, Direct Cost Line Item, Employee, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Production Quantity, Head Contract Change Order Request, Head Contract Line Item, Head Contract Potential Change Order, Project, Resource Planning Wage Overrides, Daywork Sheet Subcontractors	Change Event Line Item: Change Events, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order, Daywork Sheet: Daywork Sheet Subcontractors	Join through any line item object except Budget: Budget Code
Site team	Actual Production Quantity, Employee, Project, Timecard Entry	None	None
Site team Equipment	Site team, Equipment, Project	None	None
Daily Timecards and Assignments	Employee, Project	None	Aggregated model: daily timecard and assignment hours per employee per project
Direct Cost	Company (Vendor), Employee	Direct Cost Line Item: Budget Code	None
Direct Cost Line Item	Budget Code, Company (Vendor), Direct Cost	None	None
Employee	Actual Production Quantity, Company (Vendor), Site team, Resource Planning People, Timecard Entry	None	None
Equipment	Daywork Sheet Equipment, Equipment Timecard Entry	None	None
Equipment Project Association	Equipment, Project	None	None
Equipment Project Register	Equipment, Project	None	Tracks when equipment was assigned to and removed from a project
Equipment Rate	Rate Table, Equipment Timecard Entry with Rates	Rate Table: Project	Individual equipment rate line item within a Rate Table, representing an equipment type (for example, Excavator) with cost and billable rate values (Idle, Operating). Joins to Rate Table via rate_table_id. Connects to Equipment Timecard Entry with Rates to show which rate was applied to an equipment timecard entry.
Equipment Telematic	Equipment	None	IoT/GPS telematic tracking data per equipment unit
Equipment Telematics Daily Summary	Equipment	None	Daily aggregated telematic metrics per equipment unit
Equipment Timecard Entry	Project, Budget Code, Equipment, Employee	None	None
Equipment Timecard Entry with Rates	Equipment Timecard Entry, Equipment Rate, Project	Equipment Rate: Rate Table	Bridge object linking an Equipment Timecard Entry to its applied Equipment Rate, storing the rate used and the calculated equipment cost (quantity x rate). One record per equipment timecard entry. Use with Equipment Timecard Entry for full timecard context and with Equipment Rate for rate and equipment type details.
Field Productivity	Project	None	Combines production quantities and timecard data for field productivity metrics
Labour Allocation	Budget Code, Project	None	None
Labour and Equipment Productivity	Budget Code, Project	None	None
Labour Rate	Rate Table, Timecard Entry with Rates	Rate Table: Project	Individual labour rate line item within a Rate Table, representing a work classification (for example, Electrician or Plumber) with cost and billable rate values by rate type (Regular Time, Overtime, etc.). Joins to Rate Table via rate_table_id. Connects to Timecard Entry with Rates to show which rate was applied to a timecard entry.
Materials	Materials Purchase Order, Materials Shipment, Materials Receipt	None	None
Materials Purchase Order	Materials, Materials Shipment	Material Shipment: Materials Receipt	None
Materials Shipment	Materials, Materials Purchase Order, Materials Receipt	None	None
Materials Receipt	Materials, Materials Shipment	Material Shipment: Materials Purchase Order	None
Head Contract	Change Event, Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Markup, Head Contract Change Order Production Quantity, Head Contract Change Order Request, Head Contract Line Item, Head Contract Potential Change Order, Project	Head Contract Line Item: Budget Code Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None
Head Contract Variation	Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Head Contract, Head Contract Change Order Line Item, Head Contract Change Order Markup, Head Contract Change Order Production Quantity, Head Contract Change Order Request, Head Contract Potential Change Order, Project	Head Contract Change Order Line Item: Budget Code Change Event Line Item: Change Event, Change Event Line Item, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order
Head Contract Variation Line Item	Budget Code, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Head Contract, Head Contract Change Order, Head Contract Change Order Markup, Head Contract Change Order Request, Head Contract Potential Change Order, Project	Change Event Line Item: Change Events, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order
Head Contract Variation Markup	Budget Code, Change Event, Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Request, Head Contract Potential Change Order, Project	None	None
Head Contract Variation Production Quantity	Company (Vendor), Head Contract, Head Contract Change Order, Head Contract Change Order Request, Head Contract Potential Change Order, Project	None	None
Head Contract Variation Request	Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Markup, Head Contract Change Order Production Quantity, Head Contract Potential Change Order, Project	Head Contract Change Order Markup: Budget Code Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None
Head Contract Line Item	Budget Code, Company (Vendor), Head Contract, Project	None	None
Head Contract Potential Variation	Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Head Contract, Head Contract Change Order, Head Contract Change Order Line Item, Head Contract Change Order Markup, Head Contract Change Order Production Quantity, Head Contract Potential Change Order, Project	Head Contract Change Order Markup: Budget Code Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None
Project	Actual Production Quantity, Budget Line Item, Budgeted Production Quantity, Change Event, Change Event Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Site team, Direct Cost, Direct Cost Line Item, Employee, Head Contract, Head Contract Change Order, Head Contract Change Order Markup, Head Contract Change Order Production Quantity, Head Contract Change Order Request, Head Contract Line Item, Head Contract Potential Change Order, Project Roles, Resource Planning Request, Daywork Sheet, Daywork Sheet Equipment, Daywork Sheet Labour, Daywork Sheet Material, Daywork Sheet Subcontractors, Timecard Entry	None	Join through any line item object except Budget: Budget Code
Project Roles	Commitment Change Order Markup, Project	None	None
Rate Table	Labour Rate, Equipment Rate, Project	None	Named collection of labour or equipment rates with effective and expiration dates, assigned to one or more projects. Rate Table is the parent object for Labour Rate and Equipment Rate line items. Joins to Project via project_id.
Resource Planning Assignment	Resource Planning People, Resource Planning Project, Resource Planning Job Title	Resource Planning Project: Resource Planning People	None
Resource Planning Group	Resource Planning Job Title, Resource Planning People, Resource Planning Project	None	None
Resource Planning Job Title	Resource Planning Group, Resource Planning People, Resource Planning Request, Resource Planning Roles, Resource Planning Tags, Resource Planning Wage Overrides	Resource Planning People: Resource Planning Assignment, Resource Planning Time Off	None
Resource Planning People	Employee, Resource Planning Assignment, Resource Planning Group, Resource Planning Job Title, Resource Planning Request, Resource Planning Time Off, Resource Planning Tags	None	None
Resource Planning Project	Project, Resource Planning Assignment, Resource Planning Group, Resource Planning People, Resource Planning Request, Resource Planning Roles, Resource Planning Tags	None	None
Resource Planning Request	Resource Planning Job Title, Resource Planning Project	None	None
Resource Planning Time Off	Resource Planning People, Employee	Resource Planning People: Resource Planning Job Title	None
Resource Planning Roles	Resource Planning Job Title, Resource Planning People, Resource Planning Project, Employee, Project	None	None
Resource Planning Tags	Resource Planning Job Title, Resource Planning People, Resource Planning Project	None	None
Resource Planning Wage Overrides	Resource Planning Job Title, Resource Planning Project, Project	None	None
Daywork Sheet	Company (Vendor), Project, Daywork Sheet Equipment, Daywork Sheet Labour, Daywork Sheet Material, Daywork Sheet Subcontractors	None	None
Daywork Sheet Equipment	Project, Daywork Sheet, Equipment	None	None
Daywork Sheet Labour	Project, Daywork Sheet, Resource Planning People	Daywork Sheet: Company (Vendor)	None
Daywork Sheet Material	Project, Daywork Sheet	None	None
Daywork Sheet Subcontractors	Company (Vendor), Project, Daywork Sheet	None	None
Timecard Entry	Actual Production Quantity, Budget Code, Site team, Employee, Project, Resource Planning People	None	None
Timecard Entry with Rates	Timecard Entry, Labour Rate, Project	Labour Rate: Rate Table	Bridge object linking a Timecard Entry to its applied Labour Rate, storing the rate used and the calculated labour cost (hours x rate). One record per timecard entry. Use with Timecard Entry for full timecard context and with Labour Rate for rate and classification details.

Financials

Project Execution

The Project Execution dataset provides a detailed view into your project's daily operational health by connecting on-site activities with core administrative records. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Indirect Joins via Named Object in Bold	Notes
Action Plan	Action Plan Approver Action Plan Line Item Action Plan Line Item Assignee Action Plan Line Item Record Action Plan Line Item Record Request Action Plan Line Item Reference Action Plan Receiver Location Project	Action Plan Line Item Record: Correspondence, Form, Inspection, Meeting, Observation, Punch Item, Submittal Action Plan Line Item Reference: Correspondence, Drawing, Form, Meeting, Observation, Specification Section, Submittal	None
Action Plan Approver	Action Plan Location Project	None	None
Action Plan Line Item	Action Plan Action Plan Line Item Assignee Action Plan Line Item Record Action Plan Line Item Record Request Action Plan Line Item Reference Location Project	Action Plan Line Item Record: Correspondence, Form, Inspection, Meeting, Observation, Photo, Submittal Action Plan Line Item Reference: Correspondence, Drawing, Form, Meeting, Observation, Specification Section, Submittal Daily Log Dumpster: Incident Action	None
Action Plan Line Item Assignee	Action Plan Action Plan Line Item Location Project	None	None
Action Plan Line Item Record	Action Plan Action Plan Line Item Action Plan Line Item Record Request Correspondence Form Inspection Location Meeting Photo Project Submittal	None	None
Action Plan Line Item Record Request	Action Plan Action Plan Line Item Action Plan Line Item Record Location Project	Action Plan Line Item Record: Correspondence, Form, Inspection, Observation, Photo, Submittal	None
Action Plan Line Item Reference	Action Plan Action Plan Line Item Correspondence Location Meeting Observation Project Specification Section Submittal	None	None
Action Plan Receiver	Action Plan Location Project	None	None
Asset	Asset Attachment Project	None	None
Asset Attachment	Asset Project	None	None
Change Event	Change Event Line Item Correspondence Co-ordination Issue Incident Incident Action Inspection Inspection Item	None	None
Change Event Line Item	Change Event Correspondence Assignee Meeting Project	None	None
Commitment	Commitment Line Item Project	Commitment Line Item: Site Diary Productivity	None
Commitment Line Item	Commitment Site Diary Productivity Project	None	None
Company Folder/Document	None	None	None
Co-ordination Issue	Action Plan Line Item Drawing Markup Link Location Observation Project RFI Change Event	Drawing Markup Link: Drawing	None
Correspondence	Action Plan Line Item Record Action Plan Line Item Reference Change Event Change Event Line Item Correspondence Assignee Correspondence Distribution List Correspondence Response Correspondence Program Task Drawing Markup Link Location Project RFI RFI Ball in Court Program Task Specification Section	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Action Plan Line Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Drawing	None
Correspondence Assignee	Correspondence Location Project RFI Specification Section	None	None
Correspondence Distribution List	Correspondence Location Project RFI Specification Section	None	None
Correspondence Response	Correspondence Location Project RFI Specification Section	None	None
Correspondence Program Task	Correspondence Location Project RFI Program Task	None	None
Site Diary Accident	Project	None	None
Site Diary Completion	Project	None	None
Site Diary Construction Report	Project	None	None
Site Diary Delay	Location Project	None	None
Site Diary Delivery	Project	None	None
Site Diary Skip	Project	None	None
Site Diary Equipment	Location Project	None	None
Site Diary Inspection	Location Project	None	None
Site Diary Working hours	Location Project	None	None
Site Diary Note	Location Project	None	None
Site Diary Observed Weather Condition	Project	None	None
Site Diary Phone Call	Project	None	None
Site Diary Plan Revision	Project	None	None
Site Diary Productivity	Commitment Line Item Project	Commitment Line Item: Commitment	None
Site Diary Quantity	Location Project	None	None
Site Diary Safety Violation	Project	None	None
Site Diary Programmed Work	Project	None	None
Site Diary Programmed Work Task	Project	None	None
Site Diary Visitor	Project	None	None
Site Diary Waste	Project	None	None
Document Management	Project	None	None
Document Management Placeholder	Project	None	None
Drawing	Drawing Markup Link Inspection Item Reference	Action Plan Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Coordination Issue, Folder/Document, Inspection, Observation, Photo, Punch Item, RFI, Submittal Inspection Item Reference: Inspection, Inspection Item, Inspection Schedule	None
Drawing Markup Link	Co-ordination Issue Drawing Folder/Document Inspection Observation Photo Project Defect Item RFI Submittal	None	None
Equipment	Inspection Project	None	None
Folder/Document	Drawing Markup Link Folder/Document Watcher Project	Drawing Markup Link: Drawing	None
Folder/Document Watcher	Folder/Document Project	None	None
Form	Inspection Item Reference Project	Action Plan Line Item Record: Action Plan, Action Plan Line Item Action Plan Line Item Reference: Action Plan, Action Plan Line Item Inspection Item Reference: Inspection, Inspection Schedule Inspection Item: Inspection Item Reference	None
Incident	Incident Action Incident Alert Incident Distribution Member Incident Injury Body Part Incident Record Location Observation Project Change Event	None	None
Incident Action	Location Observation Project Change Event	Observation: Action Plan Line Item, Inspection Item	None
Incident Alert	Location Project	None	None
Incident Distribution Member	Incident Location Project	None	None
Incident Injury Body Part	Incident Location Project	None	None
Incident Record	Location Project	None	None
Incident Witness Statement	Incident Location Project	None	None
Inspection	Action Plan Line Item Record Drawing Markup Link Equipment Inspection Assignee Inspection Distribution List Inspection Item Inspection Item Activity Inspection Item Comment Inspection Item Reference Inspection Item Signature Request Inspection Signature Request Location Observation Observation Activity Observation Distribution Member Project Specification Section Change Event	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Drawing Markup Link: Drawing Inspection Item Reference: Drawing, Form, Photo	None
Inspection Assignee	Inspection Location Project Specification Section	None	None
Inspection Distribution List	Inspection Location Project Specification Section	None	None
Inspection Item	Inspection Inspection Item Activity Inspection Item Comment Inspection Item Reference Inspection Item Signature Request Location Observation Observation Activity Observation Distribution Member Project Specification Section Change Event	Inspection Item Reference: Drawing, Form, Photo	None
Inspection Item Activity	Inspection Inspection Item Location Project Specification Section	None	None
Inspection Item Comment	Inspection Inspection Item Location Project Specification Section	None	None
Inspection Item Reference	Drawing Form Inspection Inspection Item Inspection Program Location Photo Project Specification Section	None	None
Inspection Item Signature Request	Inspection Inspection Item Location Project Inspection Program	None	None
Inspection Program	Inspection Inspection Item Reference Inspection Program Assignee Inspection Program Distribution List Project Inspection Item Signature Request	Inspection Item Reference: Drawing, Form, Photo	None
Inspection Program Assignee	Inspection Program Project	None	None
Inspection Program Distribution List	Inspection Program Project	None	None
Inspection Signature Request	Inspection Location Project Specification Section	None	None
Instruction	Project	None	None
Location	Action Plan Action Plan Approver Action Plan Line Item Action Plan Line Item Assignee Action Plan Line Item Record Action Plan Line Item Record Request Action Plan Line Item Reference Action Plan Receiver Correspondence Correspondence Assignee Correspondence Distribution List Correspondence Response Correspondence Program Task Site Diary Accident Site Diary Delay Site Diary Equipment Site Diary Inspection Site Diary Working hours Site Diary Note Site Diary Observed Weather Condition Site Diary Quantity Incident Incident Action Incident Alert Incident Distribution Member Incident Injury Body Part Incident Record Incident Witness Statement Inspection Inspection Assignee Inspection Distribution List Inspection Item Inspection Item Activity Inspection Item Comment Inspection Item Signature Request Inspection Signature Request Observation Observation Activity Observation Distribution Member Photo Project Defect Item Defect Item Assignee Defect Item Ball in Court Defect Item Distribution Member RFI RFI Assignee RFI Ball in Court RFI Distribution List RFI Response Submittal Submittal Approver Submittal Ball in Court Submittal Distribution List	None	None
Meeting	Action Plan Line Item Record Action Plan Line Item Reference Change Event Change Event Line Item Meeting Attendee Meeting Item Meeting Item Assignee Project	Action Plan Line Item Record: Action Plan, Action Plan Line Item Action Plan Line Item Reference: Action Plan, Action Plan Line Item	None
Meeting Attendee	Meeting Project	None	None
Meeting Item	Meeting Project	None	None
Meeting Item Assignee	Meeting Project	None	None
Observation	Action Plan Line Item Record Action Plan Line Item Reference Change Event Co-ordination Issue Drawing Markup Link Incident Incident Action Inspection Inspection Item Location Observation Activity Observation Distribution Member Specification Section	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Record Request Action Plan Line Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Drawing	None
Observation Activity	Inspection Inspection Item Location Observation Project Specification Section	None	None
Observation Distribution Member	Inspection Inspection Item Location Observation Project Specification Section	None	None
Photo	Action Plan Line Item Record Drawing Markup Link Inspection Item Reference Location Project	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Drawing Markup Link: Drawing Inspection Item Reference: Inspection, Inspection Item, Inspection Schedule	None
Project	All data objects except Company Folder/Document and Project	None	None
Defect Item	Drawing Markup Link Location Defect Item Assignee Defect Item Ball in Court Defect Item Distribution Member	Drawing Markup Link: Drawing	None
Defect Item Assignee	Location Defect Item	None	None
Defect Item Ball in Court	Location Defect Item	None	None
Defect Item Distribution Member	Location Defect Item	None	None
Related Item	Project Action Plan Asset Change Event Co-ordination Issue Correspondence Site Diary Accident Site Diary Construction Report Site Diary Delay Site Diary Delivery Site Diary Skip Site Diary Equipment Site Diary Inspection Site Diary Working hours Site Diary Note Site Diary Observed Weather Condition Site Diary Phone Call Site Diary Plan Revision Site Diary Productivity Site Diary Quantity Site Diary Safety Violation Site Diary Programmed Work Site Diary Visitor Site Diary Waste Drawing Form Incident Inspection Inspection Item Instruction Location Meeting Meeting Item Observation Photo Defect Item RFI Program Task Specification Section Submittal Task Note: One row per stored link (origin → destination). Related Item joins the tool object on either side of the link, so the origin tool, the destination tool, or both can be added to the same report. Columns from a joined tool show only when the user also has permission on that tool.	None	None
RFI*	Change Event Change Event Line Item Correspondence Distribution List Correspondence Response Drawing Markup Link Location RFI Assignee RFI Ball in Court RFI Distribution List RFI Response Specification Section	Drawing Markup Link: Drawing	None
RFI Assignee	Location RFI Specification Section	None	None
RFI Ball in Court	Location RFI Specification Section	None	None
RFI Distribution List	Location RFI Specification Section	None	None
RFI Response	Location RFI Specification Section	None	None
Program Calendar Item	None	None	None
Program Lookahead	Program Lookahead Task	Program Lookahead Task: Program Task	None
Program Lookahead Task	Program Lookahead Program Task	None	None
Program Task	Correspondence Program Task Program Lookahead Task Program Task Change Program Task Request Submittal	Program Lookahead Task: Program Task	None
Program Task Change	Program Task	None	None
Program Task Request	Program Task	None	None
Scheduling Type	Scheduling Activity Scheduling Relationship	None	None
Scheduling Activity	Program Scheduling Relationship	None	None
Scheduling Relationship	Program Scheduling Activity	None	None
Specification Section	Action Plan Line Item Reference Co-ordination Issue Correspondence Correspondence Assignee Correspondence Distribution List Inspection Inspection Assignee Inspection Distribution List Inspection Item Inspection Item Activity Inspection Item Comment Inspection Item Reference Inspection Signature Request Observation Observation Activity Observation Distribution Member RFI RFI Assignee RFI Ball in Court RFI Distribution List RFI Response Submittal Submittal Approver Submittal Ball in Court Submittal Distribution List	None	None
Submittal	Action Plan Line Item Record Action Plan Line Item Record Request Drawing Markup Link Location Program Task Specification Section Submittal Approver Submittal Ball in Court Submittal Distribution List	Action Plan Line Item Record: Action Plan, Action Plan Line Item, Action Plan Line Item Record Request Action Plan Line Item Reference: Action Plan, Action Plan Line Item Drawing Markup Link: Drawing	None
Submittal Approver	Location Specification Section Submittal	None	None
Submittal Ball in Court	Location Specification Section Submittal	None	None
Submittal Distribution List	Location Specification Section Submittal	None	None
Task	Task Activity Task Assignee Task Distribution Member	None	None
Task Activity	Task	None	None
Task Assignee	Task	None	None
Task Distribution Member	Task	None	None
Timecard Entry	None	None	None
Workflow Instance	Workflow Step Workflow Step Assignees Project Correspondence Document Management Note: Direct joins apply only when the workflow is attached to that object. A workflow on a parent item (for example, a Commitment or Purchase Order) does not join to related Change Orders or other child objects.	None	None
Workflow Step	Workflow Instance Workflow Step Assignees Project Note: Direct joins apply only when the workflow is attached to that object. A workflow on a parent item (for example, a Commitment or Purchase Order) does not join to related Change Orders or other child objects.	Workflow Instance: Correspondence, Document Management	None
Workflow Step Assignees	Workflow Instance Workflow Step Project Note: Direct joins apply only when the workflow is attached to that object. A workflow on a parent item (for example, a Commitment or Purchase Order) does not join to related Change Orders or other child objects.	Workflow Instance: Correspondence, Document Management	None

Resource Management

User Activity

In Beta

The User Activity dataset in 360 Reporting is currently available as an open Beta. For instructions on how to create a 360 Report with this dataset, see Create a User Activity Report in 360 Reporting.

The User Activity Dataset gives you the option to create 360 Reports using data that reflects user actions in Procore. Track your team's activity by tool, action, or user over any time period. This information helps leaders understand how their company uses Procore. They can also use it to review employee activity to correct mistakes or investigate activities.

Tip

The User Activity Report offers a more powerful and flexible way to see what's happening in your account. Here are the key advantages:

Get a longer, more complete history. You can track activity over 31 days and view actions from both web and mobile apps.
Build highly specific reports. Create a custom view with the exact fields you need. You can then filter by any data point (like 'Actor Email' or 'Event Type') to get granular insights, even without adding those fields as columns.

Summary of Join Relationships

This dataset bypasses traditional join relationships in favor of an Objects-Events model:

Objects

Objects act as a master directory, defining the who and what in the system, such as users, projects, and documents.

Object	Format
Company Name	Text
Count	Number
Device Type	Text
Event Date	Date
Event ID	Text
Event Name	Text
Event Subtype	Text
Event Timestamp	Date
Event Type	Text
Is API	Yes/No
Object ID	Number
Project Is Demo	Yes/No
Project Name	Text
Project Number	Text
Tool Name	Text
URL	Text
User Email	Text
User ID	Number
User Default Permission Template	Text
User Is Active	Yes/No
User is Authorised Tenderer	Yes/No
User Job Title	Text
User Last Log In Date	Date
User Log In Email (different from User Email)	Text
User Name	Text
User Role	Text
User Type	Text

Events

Events provide the chronological story, logging every action or "what happened", like user logins, documents created, or projects updated.

Event	Definition
Allow	Grant of permissions or access.
Assign	Assignment of a task, resource, or permission (usually to a person).
Close	Closure of a session, task, or resource.
Create/Update	Creation or modification of data or resources.
Delete	Deletion, or in some cases archiving, of data or resources.
Download	Download of an item, by a user.
Execute	Execution of a command, script, or process.
Export	Export of data to another format or location.
Include	Addition or inclusion of data or persons into a system or process.
Link	Establishment of a link or association between data or resources.
Move	Relocation of data or resources.
Notify	Notification being sent or triggered.
Other	Event that does not fit into the other predefined categories.
Publish	Publication of data or resources, or making them available.
Reject	Rejection of a request, submission, or change.
Remove	Removal of an association or link to data or resources.
Reset	Reset of a configuration or state.
Sign	Signing or approval of a document or request.
Submit	Submission of data or a request.
Sync	Synchronization of data between systems or locations.
Upload	Upload of data or resources to a system.
Validate	Validation of data or a request.
View	Viewing or accessing of data or resources.
Withdraw/Void	Withdrawal or voiding of a previously submitted or approved item.

Project Execution

Directory & Portfolio

The Directory and Portfolio dataset can report on comprehensive directory data across companies, users, projects, insurance, comments, and distribution groups. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Joins Indirectly Through Named Object in Bold	Notes
Company (Vendor)	User Project Company Global Insurance Company Project Insurance Company Comments	User: Company Distribution Group Contact Project Permissions Company Permissions Project Granular Permissions Company Granular Permissions	None
User	Project Company Distribution Group Contact Project Permissions Project Roles Company Permissions Project Granular Permissions Company Granular Permissions	None	Join only for Project Contacts: Project Distribution Group
Project	Company (Vendor) User Company Global Insurance Company Project Insurance Project Permissions Project Roles Company Permissions Project Granular Permissions Company Granular Permissions	None	None
Company Global Insurance	Project	None	None
Company Project Insurance	Project	None	None
Company Comments	Company (Vendor)	None	None
Company Distribution Group	User	User: Company (Vendor)	Join only for Project Contacts: User
Contact	User	User: Company (Vendor)	None
Project Distribution Group	User	None	Join only for Project Contacts: User
Tool Configuration	None	None	None
Project Permissions	User Project	User: Company (Vendor)	None
Company Permissions	User	User: Company (Vendor)	None
Project Granular Permissions	User Project	User: Company (Vendor)	None
Company Granular Permissions	User	User: Company (Vendor)	None
Project Roles	User Project	None	Contact Name is a field on this object — not a join to Contact.
Related Item	Project Company (Vendor) Contact Note: One row per stored link (origin → destination). Related Item joins the tool object on either side of the link, so the origin tool, the destination tool, or both can be added to the same report. Columns from a joined tool show only when the user also has permission on that tool.	None	None

Preconstruction

The Preconstruction dataset can report on Tendering and Estimating data across tender packages, tenderers, tender levelling, estimate layers, and more. Use this data set to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Indirect Joins via Named Object
Assembly Part	Estimate Layers Estimating Projects Estimate Layer Groups Estimates	None
Estimate	Assembly Part Estimate Budget Included Item Estimate Budget Item Estimate Layers Estimating Layer Groups Estimating Projects Estimate Adjustment	None
Estimate Budget Included Item	Estimates Estimate Budget Item Estimating Project	None
Estimated Budget Item	Estimates Estimating Project Estimate Budget Included Item	None
Estimate Layers	Assembly Part Estimate Layer Groups Estimate Estimating Project	None
Estimate Layer Groups	Assembly Part Estimate Layer Estimate Estimating Project	None
Estimating Projects	Assembly Part Estimates Estimate Layer Groups Estimate Layer Estimate Adjustment Estimate Budget Item Estimate Budget Included Item Project Note Project Task Project Document	None
Estimate Adjustment	Estimates Estimating Project	None
Project Note	Estimating Project	None
Project Task	Estimating Project	None
Project Document	Estimating Project	None
Tender	Tender Item Tender Package Tender Vendor Tender Form Commitment	None
Tender Item	Tender Tender Vendor Tender Form Tender Package	None
Tender Package	Tender Tender Item Tender Vendor Tender Form Commitment	None
Tender Vendor	Tender Tender Item Tender Package Tender Form Commitment	None
Tender Form	Tender Tender Package Tender Item Tender Vendor Commitment	None
Related Item	Project Tender Note One row per stored link (origin → destination). Related Item joins the tool object on either side of the link, so the origin tool, the destination tool, or both can be added to the same report. Columns from a joined tool show only when the user also has permission on that tool.	None

Agent Adoption

Generate reports using the Agent Adoption dataset to achieve a comprehensive overview of Agent activity. Connect data from Agent configurations and usage metrics to specific project details to monitor adoption, costs, and overall effectiveness.

Companies with Agent Builder enabled at the company level can access objects in this dataset, and the following permissions apply:

Company Access: Objects in the dataset become available only after your company enables the corresponding tool in its Procore account.
User Access: Your specific permissions for each tool control which objects are available to you.

Summary of Join Relationships

The Agent Adoption dataset provides a comprehensive set of objects for reporting on the usage and performance of AI agents within your projects. It bypasses traditional join relationships in favor of an Agents-Agents Usage-Project model.

Agents

Object	Format
Agent Name	Text
Count	Number
Created By	Text
ID	Number
Project ID	Number
Status	Text

Agents Usage

Object	Format
Count	Number
Execution Status	Text
ID	Number
Credits	Decimal
Project ID	Number
Used By	Text

Project

Object	Format
Accounting Project Number	Number
Actual Start Date	Date
Address	Number
Tender Type	Text
City	Number
Code	Text
Completion Date	Date
Count	Number
Country	Text
Country Code	Text
County	Text
Created By	Text
Currency Code	Number
Date Created	Date
Default Tax Code	Number
Delivery Method	Text
Departments	Text
Description	Text
Designated Market Area	Text
External Origin Data	Text
External Origin ID	Number
Fax	Number
Flag	Text
ID	Number
Is Active	Yes or No
Is Test Project	Yes or No
Language	Text
Latitude	Number
Longitude	Number
Name	Text
Notes	Text
Number	Number
Office Name	Text
Owner Type	Text
Parent Job Name	Text
Phone	Number
Project Group	Text
Project To Company Exchange Rate	Number
Projected Finish Date	Date
Region	Text
Program Last Updated	Date
Program Percent Complete	Number
Sector	Text
Square Footage	Number
Stage Name	Text
Stage Tier	Text
Start Date	Date
State/Territory	Text
Synced With Accounting	Yes or No
Timezone	Text
Total Value	Currency
Type	Text
Warranty End Date	Date
Warranty Start Date	Date
Work Scope	Text
Postcode	Number