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 |  |
|||
| Configure Advanced Settings: Reports | |
|||
| Create a Custom Project Report | 1 |
1 |
||
| Delete a Custom Project Report | 2 |
|||
| Share a Custom Project Report | |
| Project Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View Cost Code Report | 3 |
3 |
3 |
|
| View Assignment Report | |
|||
| View User Sessions Reports | 3 |
|||
| View Outbound Emails Report | |
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| 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 | 3 |
3 |
3 |
|
| View Submittal Approvers' Response Time | 3 |
3 |
3 |
|
| View Snag List Delays | 3 |
3 |
3 |
|
| View Vendor Insurance Report | 3 |
3 |
3 |
|
| View Watch Folders Report | 3 |
3 |
3 |
|
| View Labour Budget to Actual Report | 3 |
3 |
3 |
|
| View Field Production Report | 3 |
3 |
3 |
|
| View Timecard Reports | 3 |
3 |
3 |
|
| Financial Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Create a Custom Financial Line Items Report to Compare Budget Snapshots | |
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| View Variation Reconciliation Report | |
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| View Budget Modifications Report | 4 |
4 |
4 |
|
| View Budget Detail Report | 4 |
4 |
4 |
|
| View Buyout Summary Report | 4 |
4 |
4 |
|
| View Overdue Main Contract Variations | |
|
|
|
| View Committed Cost Report | |
|
|
|
| View Overdue Commitment Variations | |
|
|
|
| View Subcontractor Payment Applications by Date | |
|
|
|
| View Unexecuted Main Contract Variations | |
|
|
|
| View Main Potential Variation Report By Change Reason | |
|
|
|
| View Monitored Resources Report | |
|
|
| Programme Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View All Programme Reports | |
|
|
| Site Diary Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View All Site Diary Reports | |
|
|
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.