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Procore (en-GB)

View the Projects Overview Report

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Objective

To view the Projects Overview Report in the Company Reports tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Reports tool.

Steps

  1. Navigate to the Company level Reports tool.
  2. Click Projects Overview.
    This reveals a report that summarises programme data for the projects in your company's Procore account. 
    • Project Administrators. List all users with full Admin permissions on the project listed in the header.
    • Delays. List any weather, RFI or snag list delays in the project.
    • Tasks. Lists the number of recently completed, overdue and in-progress tasks.

      project-overview-report.png
       

Next Steps

  1. Export the report by clicking the PDF button in the upper right-hand corner.