How do 360 Reporting permissions work?
Answer
Procore's 360 Reporting tools require two (2) separate permission layers: one to create and manage the report and another to view the source data it contains.
1. Permissions to Create a 360 Report
You must have these permissions to create and manage a 360 Report:
- For a Company 360 Report: You must be a Company Admin. This permission is managed in the Company Directory to ensure secure access. Users cannot change permissions from within the Company 360 Reporting tool itself.
- For a Project 360 Report: You must have 'Standard' level permissions or higher on the Project 360 Reporting tool.
Important
Permission to create a report does not guarantee access to its source data. A second permission layer protects sensitive financial and administrative information by controlling who can view it.
2. Permissions to View 360 Report Data
To view data in a 360 report, you generally need 'Admin' permissions on the source tool where that data originates. However, the table below lists the specific requirements for each project-level source tool with unique requirements in Procore.
Action Plans
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Action Plan | Admin | None |
| Action Plan Approver | Admin | None |
| Action Plan Completed Receiver | Admin | None |
| Action Plan Line Item | Admin | None |
| Action Plan Line Item Assignee | Admin | None |
| Action Plan Line Item Record | Admin | None |
| Action Plan Line Item Reference | Admin | None |
Admin
| Data Field Group | Source Tool Permissions | |
|---|---|---|
| Project | None, Read Only, Standard, Admin | Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
| Project Distribution Group | None, Read Only, Standard, Admin | Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
| Project Note | None, Read Only, Standard, Admin | Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
| Project Permissions | None, Read Only, Standard, Admin | Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
| Project Task | None, Read Only, Standard, Admin | Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
| Project Roles | None, Read Only, Standard, Admin | Data is contextual. The data you see depends on the report you're running and your project access. Example: If you have access to 'Project ABC', you will see data for 'Project ABC' |
Tendering
| Data Field Group | Source 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
| Data Field Group | Source 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 Cost 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
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Change Event | Read Only, Standard, Admin | None |
| Change Event Line Item | Read Only, Standard, Admin | None |
| Change Event Production Quantity | Read Only, Standard, Admin | None |
| Request for Quote | Read Only, Standard, Admin | None |
| Request for Quote Quote | Read Only, Standard, Admin | None |
| Request for Quote Response | Read Only | None |
Commitments
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Commitment | Admin | None |
| Commitment Workflow Steps & Assignment Duration | Admin | Requires Company Workflows. |
| Commitment Variation | Admin | Requires Change Management. |
| Commitment Variation Workflow Steps & Assignment Duration | Admin | Requires Change Management and Company Workflows. |
| 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 | Admin | None |
| Commitment Potential Variation | Admin | Requires Change Management. |
| Commitment Workflow Responses | Admin | Requires Change Management. |
| Payment Issued | Admin | Requires Payment application Management. May also be integrated with Procore Pay. |
| Payment Received | Admin | Requires Payment application Management. May also be integrated with Procore Pay. |
| Subcontractor Payment application | Admin | Requires Payment application Management. |
| Subcontractor Payment application Workflow Steps & Assignment Duration | Admin | Requires Payment application Management and Company Workflows. |
| Subcontractor Payment application Line Item | Admin | Requires Payment application Management. |
Coordination Issues
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Co-ordination Issue | Read Only | None |
Correspondence
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Correspondence | Admin | Access Granted by Correspondence Type (e.g., Delay Notice, RFI).
Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
| Correspondence Assignee | Admin | Access Granted by Correspondence Type (e.g., Delay Notice, RFI).
Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
| Correspondence Distribution List | Admin | Access Granted by Correspondence Type (e.g., Delay Notice, RFI).
Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
| Correspondence Response | Admin | Access Granted by Correspondence Type (e.g., Delay Notice, RFI).
Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
| Correspondence Programme Task | Read Only | Access Granted by Correspondence Type (e.g., Delay Notice, RFI).
Users with 'Admin' permissions for a specific Correspondence Type can view all of that type's items. Note that Super Private correspondence is never included in 360 Reports. |
Crews
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Crew | Read Only | None |
Site Diary
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Site Diary Accident | Admin | None |
| Site Diary Completion | Admin | None |
| Site Diary Construction Report | Admin | None |
| Site Diary Delay | Admin | None |
| Site Diary Delivery | Admin | None |
| Site Diary Skip | Admin | None |
| Site Diary Equipment | Admin | None |
| Site Diary Inspection | Admin | None |
| Site Diary Manpower | Admin | None |
| Site Diary Note | Admin | None |
| Site Diary Observed Weather Condition | Admin | None |
| Site Diary Phone Call | Admin | None |
| Site Diary Plan Revision | Admin | None |
| Site Diary Productivity | Admin | None |
| Site Diary Quantity | Admin | None |
| Site Diary Safety Violation | Admin | None |
| Site Diary Programmed Work | Admin | None |
| Site Diary Programmed Work Task | Admin | None |
| Site Diary Visitor | Admin | None |
| Site Diary Waste | Admin | None |
Direct Costs
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Direct Cost | Read Only | None |
| Direct Cost Line Item | Read Only | None |
Directory
| Data Field Group | Source 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'. |
Documents
| Data Field Group | Source Tool Permissions | 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. |
Drawings
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Drawing | Read Only, Standard, Admin | None |
| Drawing Markup Lin | Read Only, Standard, Admin | None |
Estimating
| Data Field Group | Source 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
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Form | Admin | None |
Incidents
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Incident | Admin | None |
| Incident Action | Admin | None |
| Incident Alert | Admin | None |
| Incident Distribution Member | Admin | None |
| Incident Injury Body Part | Admin | None |
| Incident Record | Admin | None |
Inspections
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Inspection | Admin | None |
| Inspection Assignee | Admin | None |
| Inspection Distribution List | Admin | None |
| Inspection Item | Admin | None |
| Inspection Item Activity | Admin | None |
| Inspection Item Comment | Admin | None |
| Inspection Item Reference | Admin | None |
| Inspection Item Signature Request | Admin | None |
| Inspection Programme | Admin | None |
| Inspection Programme Assignee | Admin | None |
| Inspection Programme Distribution List | Admin | None |
| Inspection Signature Request | Admin | None |
Instructions
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Instruction | Admin | None |
Meetings
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Meeting | Admin | None |
| Meeting Attendee | Admin | None |
| Meeting Item | Admin | None |
| Meeting Item Assignee | Admin | None |
| Meeting Item Attendee | Admin | None |
Observations
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Observation | Admin | None |
| Observation Activity | Admin | None |
| Observation Distribution Member | Admin | None |
Photos
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Photo | Admin | None |
Main Contracts (Funding/Client Contracts)
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Owner Payment application | Admin | Requires Payment application Management. |
| Owner Payment application Workflow Steps & Assignment Duration | Admin | Requires Payment application Management and Company Workflows. |
| Owner Payment application Line Item | Admin | Requires Payment application Management. |
| Main Contract | Admin | None |
| Main Contract Workflow Steps & Assignment Duration | Admin | Requires Payment application Management and Company Workflows. |
| Main Contract Variation | Admin | Requires Change Management. |
| Main Contract Variation Workflow Steps & Assignment Duration | Admin | Requires Change Management and Company Workflows. |
| Main Contract Variation Line Item | Admin | Requires Change Management. |
| Main Contract Variation Workflow Responses | Admin | Requires Change Management. |
| Main Contract Variation Workflow Steps | Admin | Requires Change Management. |
| Main Contract Line Item | Admin | None |
| Main Contract Potential Variation | Admin | Requires Change Management. |
| Main Potential Variation Production Quantity | Read Only, Standard, Admin | Requires Change Management. |
Snag List
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Snag Item | Admin | None |
| Snag Item Assignee | Admin | None |
| Snag Item Action Required By | Admin | None |
| Snag Item Comments | Admin | None |
| Snag Item Distribution Member | Admin | None |
RFIs
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Distribution List | Admin | None |
| RFI | Admin | None |
| RFI Assignee | Admin | None |
| RFI Question | Admin | None |
| RFI Response | Admin | None |
Programme
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Programme Calendar Item | Admin | None |
| Programme Lookahead | Read Only | None |
| Programme Lookahead Task | Read Only | None |
| Programme Task | Read Only | None |
| Programme Task Request | Read Only | None |
Specifications
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Specifications | Read Only, Standard, Admin | None |
Submittals
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Submittal | Admin | None |
| Submittal Approver | Admin | None |
| Submittal Action Required By | Admin | None |
| Submittal Distribution List | Admin | None |
Daywork Sheets
| Data Field Group | Source 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
| Data Field Group | Source Tool Permissions | Notes |
|---|---|---|
| Task | Admin | None |
| Task Activity | Admin | None |
| Task Assignee | Admin | None |
| Task Distribution Member | Admin | None |
Timesheets
| Data Field Group | Source 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 Budget tool. |
| Budgeted Production Quantities | Read Only, Standard, Admin | Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
| Labour Productivity | Read Only, Standard, Admin | Part of Labour Productivity. Data Field Group is also supported with source tool permissions on the Budget tool. |
| Timecard Entry | Read Only, Standard, Admin | None |
3. Practical Example: Company 360 Reporting for the RFIs Tool
Here is a practical example of how source tool data permissions work.
Example
The Scenario
- You are assigned access to nine (9) Procore projects.
- On five (5) projects, you have 'Admin' permissions on the RFIs tool.
- On four (4) projects, you have 'Read Only' permissions on the RFIs tool and no granular permissions assigned.
The Action
-
You create a Company 360 Report and add data from the RFIs tool. See Create a Company 360 Report.
The Result
- The report shows RFIs data for the five (5) projects where you have ' Admin' access.
- Procore's security rules automatically filter out and exclude data from the four (4) projects where you only have 'Read Only' permissions. This happens because the RFIs tool requires users with 'Read Only' level permissions to have granular permissions. To learn more, see Which Procore tools support granular permissions?