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360 Reporting: Data Guide

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Table of Contents

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.

  1. 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. 
  2. 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.
  3. 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. 

Available Datasets

The available datasets in 360 Reporting include:

  • Financials 
  • Resource Management
  • Project Execution

  • Beta User Activity

  • Beta Directory & Portfolio

  • Beta  Preconstruction

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.

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

Objects can connect in two ways:

  • Directly: Such as a 'Commitment' and its 'Commitment Line Item' object. 
  • Indirectly: Through another object. For example, a 'Commitment' connects to a 'Budget Code' through the 'Commitment Line Item' object.

To display data from indirectly joined objects in the same row, you must include a field from the object that connects them. If you create a report with only 'Budget Code' and 'Commitment Name', the data will appear in separate rows. However, if you add a field from 'Commitment Line Item', all three objects will correctly appear in the same 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.

Objects in the Financials Dataset

Generate reports using the Financials dataset to achieve a comprehensive overview of a project's financial health by connecting data from initial budgets and contracts through to commitments, change orders, costs, and subcontractor progress claims.

What you can see in this dataset depends on two levels of access in Procore:

  • 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.
Area Objects Available To
Budget Budget Change * All Companies with Financial Management icon-external-link.png 

* ERP status fields are only available with ERP Integrations
Budget Change Adjustment Line Item
Budget Code
Budget Line Item
Budget Modification
Budget w/ Field Productivity Monitored Resource All Companies with Financial Management icon-external-link.png  and Field Productivity
Change Events Change Event All Companies with Financial Management icon-external-link.png using Change Events
Change Event Line Item
Request for Quote
Request for Quote Quote
Request for Quote Response
Commitments Commitment * All Companies with Financial Management icon-external-link.png 

* ERP status fields are only available with ERP Integrations
Commitment Line Item
Commitments with Change Orders Commitment Change Order * All Companies with Financial Management icon-external-link.png  using Change Orders

* ERP status fields are only available with ERP Integrations
Commitment Variation Line Item
Commitment Variation Markup
Commitment Variation Request
Commitment Potential Variation
Commitment Potential Variation Request
Commitments with Progress Claim Management Contract Compliance All Companies with Financial Management icon-external-link.png using Progress Claim Management

* ERP status fields are only available with ERP Integrations
Lien Waiver
Manual Hold
Sub-Tier
Sub-Tier Waivers
Subcontractor Progress Claim *
Subcontractor Progress Claim Line Item
Directory Company (Vendor) * All Companies with Financial Management icon-external-link.png 

* ERP status fields are only available with ERP Integrations
Company Global Insurance
Company Project Insurance
Direct Costs Direct Cost All Companies with Financial Management icon-external-link.png 
Direct Cost Line Item
DocuSign®  DocuSign® fields are available in Commitments, Change Orders, Invoicing, and Head Contracts All Companies with Financial Management icon-external-link.png using DocuSign® 
ERP Integrations ERP Job Costs Summary All Companies with Financial Management icon-external-link.png using supported ERP Integrations
  ERP Status Fields are Available in Multiple Objects in certain Areas, as noted
Payments Disbursement All Companies with Financial Management icon-external-link.png  using Progress Claim Management and Procore Pay
Payment Agreement
Payment Beneficiary
Payment Progress Claim
Payment Issued
Payment Permissions
Payment Project Controls
Payment Received
Payment Requirement
Payment Requirement Settings
Portfolio Project * All Companies using Procore

* ERP status fields are only available with ERP Integrations
Project Roles
Head Contracts Head Contract * All Companies with Financial Management icon-external-link.png 
Head Contract Line Item
Head Contracts with Change Orders Head Contract Variation All Companies with Financial Management icon-external-link.png using Change Orders
Head Contract Variation Line Item
Head Contract Variation Markup
Head Contract Variation Request
Head Contract Potential Variation
Head Contracts with Progress Claim Management Owner Progress Claim All Companies with Financial Management icon-external-link.png using Progress Claim Management
Owner Progress Claim Line Item

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Commitment' and its 'Commitment Change Order' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.
  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.
Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Budget Change
  2. Budget Change Adjustment Line Item
  3. Budget Code
  4. Budget Line Item
  5. Budget Modification
  6. Change Event
  7. Change Event Line Item
  8. Commitment
  9. Commitment Variation
  10. Commitment Variation Line Item
  11. Commitment Variation Markup
  12. Commitment Variation Request
  13. Commitment Line Item
  14. Commitment Potential Variation
  15. Company (Vendor)
  16. Company Global Insurance
  17. Company Project Insurance
  18. Direct Cost
  19. Direct Cost Line Item
  20. ERP Job Costs Summary
  21. Lien Waiver
  22. Manual Hold
  23. Monitored Resource
  24. Owner Progress Claim
  25. Owner Progress Claim Line Item
  26. Payment Issued
  27. Payment Requirement
  28. Head Contract
  29. Head Contract Variation
  30. Head Contract Variation Line Item
  31. Head Contract Variation Markup
  32. Head Contract Variation Request
  33. Head Contract Line Item
  34. Head Contract Potential Variation
  35. Project
  36. Project Roles
  37. Request for Quote
  38. Request For Quote Quote
  39. Request for Quote Response
  40. Subcontractor Progress Claim
  41. Subcontractor Progress Claim Line Item
  42. Contract Compliance
  43. Payment Beneficiary
  44. Sub-Tier
  45. Sub-Tier Waiver
Financials Join Table

 

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.

Objects in the Resource Management Dataset

Generate reports using the Resource Management data set to access a comprehensive collection of your company's project data. This data connects project financials, such as budgets and commitments, with resource allocation and time tracking to provide detailed insights into your overall operational performance.

What you can see in this dataset depends on two levels of access in Procore:

  • 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.
Area Object Available to
Core Company (Vendor) All Companies
Site team Companies with access to Resource Management
Employee All Companies
Project
Budget Budget Change Companies with access to Financials
Budget Change Adjustment Line Item
Budget Line Item All Companies
Budget Code Budget Code All Companies
Change Events Change Event Companies with access to Financials
Change Event Line Item
Commitments Commitment Companies with access to Financials
Commitment Line Item
Commitment Variations Commitment Variation Companies with access to Financials
Commitment Variation Line Item
Commitment Potential Variation
Commitment Potential Variation Request
Commitment Variation Markup
Direct Costs Direct Cost Companies with access to Financials
Direct Cost Line Items
Head Contracts Head Contract Companies with access to Financials
Head Contract Line Items
Head Contract Variations Head Contract Variation Companies with access to Financials
Head Contract Potential Variation
Head Contract Variation Request
Head Contract Variation Line Item
Head Contract Variation Markup
Production Quantities Actual Production Quantity Companies with access to Resource Management or Financials
Budgeted production Quantity
Change Event Production Quantity Companies with access to Financials
Head Contract Variation Production Quantity
Resource Planning  Resource Planning Assignment Companies with access to Resource Planning
Resource Planning Group
Resource Planning Job Title
Resource Planning People
Resource Planning Project 
Resource Planning Request
Resource Planning Time Off
Resource Planning Roles
Resource Planning Tags
Daywork Sheets Daywork Sheet Companies with access to Resource Management or Daywork Sheets
Daywork Sheet Equipment
Daywork Sheet Labour
Daywork Sheet Material
Daywork Sheet Subcontractor
Timecard Entry Timecard Entry Companies with access to Resource Management

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Commitment' and its 'Commitment Change Order' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.
  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.

 

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Actual Production Quantity
  2. Budget Code
  3. Budget Line Item
  4. Budgeted Production Quantity
  5. Change Event
  6. Change Event Line Item
  7. Change Event Production Quantity
  8. Commitment
  9. Commitment Variation
  10. Commitment Variation Line Item
  11. Commitment Variation Markup
  12. Commitment Variation Request
  13. Commitment Line Item
  14. Commitment Potential Variation
  15. Company (Vendor)
  16. Site team
  17. Direct Cost
  18. Direct Cost Line Item
  19. Employee
  20. Head Contract
  21. Head Contract Variation
  22. Head Contract Variation Line Item
  23. Head Contract Variation Markup
  24. Head Contract Variation Production Quantity
  25. Head Contract Variation Request
  26. Head Contract Line Item
  27. Head Contract Potential Variation
  28. Project
  29. Project Roles
  30.  Resource Planning Assignment
  31. Resource Planning Group
  32. Resource Planning Job Title
  33. Resource Planning People
  34. Resource Planning Project
  35. Resource Planning Request
  36. Resource Planning Time Off
  37. Resource Planning Roles
  38. Resource Planning Tags
  39. Daywork Sheet
  40. Daywork Sheet Equipment
  41. Daywork Sheet Labour
  42. Daywork Sheet Material
  43. Daywork Sheet Subcontractors
  44. Timecard Entry
2025-06-12_Resource Management_ join table.png

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.

Objects in the Project Execution Dataset

Generate reports using the Project Execution data set to track the day-to-day progress and documentation of your projects from the field. This data connects on-site activities like site diaries and photos with critical project management processes like RFIs, submittals, and inspections to create a complete operational record.

What you can see in this dataset depends on two levels of access in Procore:

  • 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.
Area Object Available to
Action Plans Action Plan Companies with access to Action Plans
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
Change Events Change Event Companies with access to Financials
Change Event Line Item
Commitments Commitment Companies with access to Commitments
Commitment Line Item
Co-ordination Issues Co-ordination Issue Companies with access to Co-ordination Issues
Correspondence Correspondence Companies with access to Correspondence
Correspondence Assignee
Correspondence Distribution List
Correspondence Response
Correspondence Program Task
Site Diary Site Diary Accident

Companies with access to Site Diary
Site Diary Completion
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 Programmed Work Task
Site Diary Visitor
Site Diary Waste
Documents Folder/Document Companies with access to the Documents tool
Folder/Document Watcher
Company Folder/Document
Drawing Drawing Companies with access to Drawings
Drawing Markup Link
Equipment Equipment Companies with access to Equipment
Forms Form Companies with access to Forms
Incident Incident Companies with access to Incidents
Incident Distribution Member
Incident Record
Incident Injury Body Part
Incident Action
Incident Alert
Incident Witness Statement
Inspection Inspection Companies with access to Inspections
Inspection Assignee
Inspection Distribution List
Inspection Item
Inspection Item Activity

Inspection Item Comment
Inspection Item Reference
Inspection Item Signature Request
Inspection Program
Inspection Program Assignee
Inspection Program Distribution List
Inspection Signature Request
Instructions Instruction Companies with access to Instructions
Core Location All Companies
Project
Meeting Meeting Companies with access to Meetings
Meeting Item
Meeting Attendee
Meeting Distributed By
Meeting Distributed Date
Meeting Item Assignee
Observation Observation Companies with access to Observations
Observation Activity
Observation Distribution Member
Photo Photo Companies with access to Photos
Defect List Defect Item Companies with access to Defect List
Defect Item Assignee
Defect Item Ball in Court
Defect Item Distribution Member
RFI RFI Companies with access to RFIs
RFI Assignee
RFI Ball in Court
RFI Distribution List
RFI Response
Program Program Lookahead Companies with access to Program
Program Lookahead Task
Program Task
Program Task Change
Program Task Request
Program Calendar Item
Specifications Specification Section Companies with access to Specifications
Submittal Submittal Companies with access to Submittals
Submittal Approver
Submittal Ball in Court
Submittal Distribution List
Task Task Companies with access to Tasks
Task Activity
Task Assignee
Timesheets Timecard Entry Companies with access to Timesheets

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Correspondence' and its 'RFI' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.
  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.
Legend

*RFIs join to Correspondence through the Correspondence Origin RFI ID. Therefore Correspondence and RFI can only appear in the same row if the Correspondence originated from the RFI. RFI’s that originate from Correspondence will not appear in the same row.

  Join

  Join through numbered object

  1. Action Plan
  2. Action Plan Approver
  3. Action Plan Line Item
  4. Action Plan Line Item Assignee
  5. Action Plan Line Item Record
  6. Action Plan Line Item Record Request
  7. Action Plan Line Item Reference
  8. Action Plan Receiver
  9. Change Event
  10. Change Event Line Item
  11. Commitment
  12. Commitment Line Item
  13. Company Folder/Document
  14. Co-ordination Issue
  15. Correspondence*
  16. Correspondence Assignee
  17. Correspondence Distribution List
  18. Correspondence Response
  19. Correspondence Program Task
  20. Site Diary Accident
  21. Site Diary Completion
  22. Site Diary Construction Report
  23. Site Diary Delay
  24. Site Diary Delivery
  25. Site Diary Skip
  26. Site Diary Equipment
  27. Site Diary Inspection
  28. Site Diary Working hours
  29. Site Diary Note
  30. Site Diary Observed Weather Condition
  31. Site Diary Phone Call
  32. Site Diary Plan Revision
  33. Site Diary Productivity
  34. Site Diary Quantity
  35. Site Diary Safety Violation
  36. Site Diary Programmed Work
  37. Site Diary Programmed Work Task
  38. Site Diary Visitor
  39. Site Diary Waste
  40. Drawing
  41. Drawing Markup Link
  42. Equipment
  43. Folder/Document
  44. Folder/Document Watcher
  45. Form
  46. Incident
  47. Incident Action
  48. Incident Alert
  49. Incident Distribution Member
  50. Incident Injury Body Part
  51. Incident Record
  52. Incident Witness Statement
  53. Inspection
  54. Inspection Assignee
  55. Inspection Distribution List
  56. Inspection Item
  57. Inspection Item Activity
  58. Inspection Item Comment
  59. Inspection Item Reference
  60. Inspection Item Signature Request
  61. Inspection Program
  62. Inspection Program Assignee
  63. Inspection Program Distribution List
  64. Inspection Signature Request
  65. Instruction
  66. Location
  67. Meeting
  68. Meeting Attendee
  69. Meeting Item
  70. Meeting Item Assignee
  71. Observation
  72. Observation Activity
  73. Observation Distribution Member
  74. Photo
  75. Project
  76. Defect Item
  77. Defect Item Assignee
  78. Defect Item Ball in Court
  79. Defect Item Distribution Member
  80. RFI*
  81. RFI Assignee
  82. RFI Ball in Court
  83. RFI Distribution List
  84. RFI Response
  85. Program Calendar Item
  86. Program Lookahead
  87. Program Lookahead Task
  88. Program Task
  89. Program Task Change
  90. Program Task Request
  91. Specification Section
  92. Submittal
  93. Submittal Approver
  94. Submittal Ball in Court
  95. Submittal Distribution List
  96. Task
  97. Task Activity
  98. Task Assignee
  99. Task Distribution Member
  100. Timecard Entry
RFI_join_June_25.png

User Activity

Objects and Events in the User Activity Dataset

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

What's the difference between the User Activity Report and the User Sessions Report? With the User Activity Report, you can:

  • Get a longer, more complete history. You can track activity over 31 days—a major increase from the 7-day limit in the User Sessions Report—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', 'Event Name', and 'Event Type') to get granular insights, even without adding those fields as columns.

Objects and Events work together to provide a complete, detailed history of all activity within your account. By linking an event to its object, you can construct a powerful audit trail to understand the full lifecycle of any item or user.

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.

Directory & Portfolio

 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.

Objects in the Directory and Portfolio Dataset

Generate reports using the Directory & Portfolio data set to gain high-level visibility across your entire business. This set allows you to organise and analyse comprehensive data on companies, users, projects, and insurance, transforming raw operational information into data-driven decisions.

What you can see in this dataset depends on two levels of access in Procore:

  • 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.
Area Object Available to
Directory Company (Vendor) All Companies
User
Portfolio Project
Directory Company Global Insurance
Company Project Insurance
Company Comments
Company Distribution Group
Contact
Project Distribution Group
Admin Tool Configuration
Permissions Project Permissions
Company Permissions
Project Granular Permissions
Project Tool Configuration

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Company (Vendor)' and its 'User' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Company Distribution Group' and an 'Company' by including a field from their common 'User'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.
  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.
Legend

  Join

  Join through numbered object

  1. Company (Vendor)
  2. User
  3. Project
  4. Company Global Insurance
  5. Company Project Insurance
  6. Company Comments
  7. Company Distribution Group
  8. Contact
  9. Project Distribution Group
  10. Tool Configuration
  11. Project Permissions
  12. Company Permissions
  13. Project Granular Permissions
  14. Company Granular Permissions

NOTE: Company level permissions does not show permissions to custom tools. Project level permissions does not yet show permissions to correspondence or any custom correspondence types.

* Join only for project contacts
  1 2 3 4 5 6 7 8 9 10 11 12 13 14
1              2  2      2 2 2 2
2                            
3                 *           
4                            
5                            
6                            
7 2                          
8 2                           
9      *                      
10                            
11  2                          
12 2                          
13 2                          
14 2                          

Preconstruction

 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.

Objects in the Preconstruction Dataset

Generate reports using the Preconstruction data set to gain insights into your project's early-stage financial planning. This data connects your estimating and tendering information, allowing you to track tender packages and analyse cost estimates to make more informed decisions before breaking ground.

What you can see in this dataset depends on two levels of access in Procore:

  • 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.
Area Object Available to

Estimating

 Assembly Part

Companies with access to the Estimating tool.
Estimate
Estimate Budget Included Item
Estimate Budget Item 
Estimate Layer
Estimate Layer Group
Estimating Project
Estimate Adjustment
Project Note
Project Task
Project Document

Tendering

 Tender

Companies with access to the Tendering tool.
Tender Form
Tender Item
Tender Package
Contract

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Bid' and its 'Bid Form' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Estimating Project' and an 'Estimate Layers' by including a field from their common 'Estimating Layer Groups'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.
  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.
Legend

  Join

  Join through numbered object

  1. Assembly Part
  2. Estimate
  3. Estimate Budget Included Item
  4. Estimate Budget Item
  5. Estimate Layers
  6. Estimate Layer Groups
  7. Estimating Projects
  8. Estimate Adjustment
  9. Project Note
  10. Project Task
  11. Project Document
  12. Tender
  13. Tender Item
  14. Tender Package
  15. Contract
  16. Tender Form
  1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
1          5                    
2           3         3        
3                              
4           5          5        
5  5                            
6   3   5     1                
7           1                  
8                              
9                              
10                              
11   3    5                   11  
12                             15
13                              
14                     11        
15                       15