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Procore (en-GB)

Permissions

Reports

The following table highlights which user permissions are required to perform the described user action.

General Tasks None Read Only Standard Admin
Add a Visual to Custom Reports       icon-mindtouch-table-check.png
Configure Advanced Settings: Reports       icon-mindtouch-table-check.png
Create a Custom Project Report     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Delete a Custom Project Report       icon-mindtouch-table-check.png 2
Share a Custom Project Report       icon-mindtouch-table-check.png
Project Reports None Read Only Standard Admin
View Cost Code Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Assignment Report       icon-mindtouch-table-check.png
View User Sessions Reports       icon-mindtouch-table-check.png 3
View Outbound Emails Report       icon-mindtouch-table-check.png
View RFIs with Questions and Responses This report can now be accessed in the RFIs tool. See What happened to the RFIs Questions and Responses Report?
View RFI Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Submittal Approvers' Response Time   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Snag List Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Vendor Insurance Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Watch Folders Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Labour Budget to Actual Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Field Production Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Timecard Reports   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
Financial Reports None Read Only Standard Admin
Create a Custom Financial Line Items Report to Compare Budget Snapshots       icon-mindtouch-table-check.png
View Variation Reconciliation Report       icon-mindtouch-table-check.png
View Budget Modifications Report   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
View Budget Detail Report   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
View Buyout Summary Report   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
View Overdue Main Contract Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Committed Cost Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Overdue Commitment Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Subcontractor Payment Applications by Date   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Unexecuted Main Contract Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Main Potential Variation Report By Change Reason   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Monitored Resources Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Programme Reports None Read Only Standard Admin
View All Programme Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Site Diary Reports None Read Only Standard Admin
View All Site Diary Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To create a custom report, user with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission or higher on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 

2 Users can only delete the reports they created.

3 To view project reports, users also need 'Read-only' permissions or higher on the project tool associated with the report data. See View Project Reports.

4 To view budget reports, users also need 'Read-only' permissions or higher on the project's Budget tool. See View Budget Reports