Project 360 Reporting - User Permissions

360 Reports

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

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

1. Permissions to Create and Manage Reports

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

 |  | 

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

Users can take the action with this permission level.

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

General Tasks	None	Read Only	Standard	Admin	Notes
Configure Advanced Settings Web					Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action.
Copy Report Web
Create a Calculated Column Web
Create a Report Web
Create a Report Using a Template Web
Create a User Activity Report Web					Users must have 'Admin' level permissions to the Project or Company Directory tool to take this action.
Delete a Report Web
Distribute Report Web
Edit a Report Web
Export a Report Web
Promote a Project Report to the Company Level Web
Share a Report Web
View a Report Web

2. Permissions for Data Access

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

Action Plans

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

Admin

Permissions Show/Hide Details

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

Beta Permissions Show/Hide Details

In Beta

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

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

Asset

Permissions Show/Hide Details

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

Tendering

Permissions Show/Hide Details

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

Budget

Permissions Show/Hide Details

Data Field Group	Budget Tool Permissions	Notes
Actual Production Quantities	Read Only, Standard, Admin	Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Budget Change	Read Only, Standard, Admin	Requires ERP Integrations to see ERP status fields
Budget Change Workflow Steps & Assignment Duration	Read Only	Requires Company Workflows
Budget Change Adjustment Line Item	Read Only, Standard, Admin	None
Budget Code	None, Read Only, Standard, Admin	This is a structural attribute. There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted source tool access.
Budget Forecast Line Item	Read Only, Standard, Admin	None
Budget Line Item	Read Only, Standard, Admin	None
Budgeted Production Quantities	Read Only, Standard, Admin	Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
ERP Job Costs Summary	Read Only, Standard, Admin	Requires ERP Integrations
Labour Productivity	Read Only, Standard, Admin	Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Monitored Resource	Read Only, Standard, Admin	None

Change Events

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

Commitments

Permissions Show/Hide Details

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

Co-ordination Issues

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

Correspondence

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

Note: Super Private correspondences are excluded.

Site teams

Permissions Show/Hide Details

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

Site Diary

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

Direct Costs

Permissions Show/Hide Details

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

Data Field Group	Directory Tool Permissions	Notes
Company (Vendor) - Used in Company 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company (Vendor) - Used in Project 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company Comments	Read Only, Standard, Admin	None
Company Global Insurance	Read Only, Standard, Admin	None
Company Project Insurance	Read Only, Standard, Admin	None
Contact	Read Only, Standard, Admin	None
Employees	Read Only	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
User	Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Workflow Instances	Admin	None
Workflow Steps	Admin	None
Workflow Step Assignees	Admin	None

Documents

Permissions Show/Hide Details

Data Field Group	Documents Tool Permission	Notes
Company Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document Watcher	Admin	Also requires 'Admin' level permissions on the Company Directory.

Document Management

Permissions Show/Hide Details

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

Drawings

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

Estimating

Permissions Show/Hide Details

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

Forms

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

Incidents

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

Inspections

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

Instructions

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

Materials (Beta)

Permissions Show/Hide Details

Data Field Group	Materials Tool Permissions	Notes
Materials	Read Only	None
Materials Purchase Order	Read Only	None
Materials Shipment	Read Only	None
Materials Receipt	Read Only	None

Meetings

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

Observations

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

Payments

Permissions Show/Hide Details

Data Field Group	Payments Tool Permissions	Notes
Contract Compliance	Admin	Requires Progress Claim Management and Procore Pay.
Disbursement	Admin	Requires Progress Claim Management and Procore Pay.
Early Pay Enrollment	Admin	Requires Progress Claim Management and Procore Pay.
Lien Waiver	Admin	Requires Progress Claim Management and Procore Pay.
Manual Holds	Admin	Requires Progress Claim Management and Procore Pay.
Payment Beneficiary	Admin	Requires Progress Claim Management and Procore Pay.
Payment Invite	Admin	Requires Progress Claim Management and Procore Pay.
Payment Issued	Admin	Requires Progress Claim Management and Procore Pay.
Payment Permissions	Admin	Requires Progress Claim Management and Procore Pay.
Payment Project Controls	Admin	Requires Progress Claim Management and Procore Pay.
Payment Received	Admin	Requires Progress Claim Management and Procore Pay.
Payment Required Settings	Admin	Requires Progress Claim Management and Procore Pay.
Subtier Lien Waivers	Admin	Requires Progress Claim Management and Procore Pay.
Subtiers	Admin	Requires Progress Claim Management and Procore Pay.

Photos

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

Project Document Management (PDM) - Beta

Permissions Show/Hide Details

Data Field Group	PDM Tool Permissions	Notes
Document Management	Admin	None

Head Contracts (Funding/Client Contracts)

Permissions Show/Hide Details

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

Defect List

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

RFIs

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

Program

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

Program 2.0

Permissions Show/Hide Details

Data Field Group	Program 2.0 Tool Permissions	Notes
Scheduling Activity	Read Only	None
Scheduling Relationship	Read Only	None
Scheduling Type	Read Only	None

Specifications

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

Submittals

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

Daywork Sheets

Permissions Show/Hide Details

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

Tasks

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

Timesheets

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

Single Tool Reports

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

Important

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

 |  | 

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

Users can take the action with this permission level.

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

Project 360 Reporting Tutorials Actions	None	Read Only	Standard	Admin	Notes
Add a Visual to a Project Single Tool Report Web					You must also have 'Read Only' level permission or higher on the data source tool.
Aggregate Data in a Project Single Tool Report Web					You must also have 'Admin' level permissions on the data source tool.
Copy a Project Single Tool Report You Created Web
Copy a Project Single Tool Report (Shared) Web
Create a Calculated Column in a Project Single Tool Report Web					You must also have 'Admin' level permissions on the data source tool.
Create a Custom Budget Report Web					Users must also have the following permissions: 'Read Only' permissions or higher to the project's Budget tool Admin to the company level Admin tool (where custom budget views are managed)
Create a Custom Financial Line Items Report to Compare Budget Snapshots Web
Create a Project Single Tool Report Web					Users also need the following permissions to the relevant data source tool: Directory: 'Admin' level permissions. Financial Management Tools: 'Standard' level permission or higher. All Other Tools (Core, Project Management, Quality & Safety): 'Read Only' level permissions or higher.
Delete a Project Single Tool Report Web					Users with 'Admin' level permissions to the Company Directory can also take this action.
Distribute a Snapshot of a Project Single Tool Report You Created Web
Distribute a Snapshot of Any Project Single Tool Report Web					Users must have 'Admin' level permissions to the Company Directory to take this action
Edit Any Project Single Tool Report Web					Users must have 'Admin' level permissions to the Company Directory to take this action
Edit a Project Single Tool Report You Created Web
Export a Project Single Tool Report You Created Web
Export a Project Single Tool Report (Shared) Web
Share a Project Single Tool Report You Created Web
Share a Project Single Tool Report (Shared) Web
View a Project Single Tool Report You Created Web
View a Project Single Tool Report (Shared) Web

Project 360 Reporting - User Permissions

360 Reports

1. Permissions to Create and Manage Reports

2. Permissions for Data Access

Action Plans

Admin

In Beta

Asset

Tendering

Budget

Change Events

Commitments

Co-ordination Issues

Correspondence

Site teams

Site Diary

Direct Costs

Directory

Documents

Document Management

Drawings

Estimating

Forms

Incidents

Inspections

Instructions

Materials (Beta)

Meetings

Observations

Payments

Photos

Project Document Management (PDM) - Beta

Head Contracts (Funding/Client Contracts)

Defect List

RFIs

Program

Program 2.0

Specifications

Submittals

Daywork Sheets

Tasks

Timesheets

Single Tool Reports

Important