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Procore (en-GB)

Project Reports - User Permissions

Permissions are separated into Custom Reports and Enhanced Reporting sections

Custom 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 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 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 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
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 Budget Modifications Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Budget Detail Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Buyout Summary Report   icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6
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 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
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 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 may also need additional permissions on the project tool associated with the report data. See View a Report.

4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.

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

6 To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports

Enhanced Reporting

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

General Tasks None Read Only Standard Admin
View a Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Clone a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

 

Field Group Source Tool None Read Only Standard Admin
Actual Production Quantities Budget OR Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Change Adjustment Line Items Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Changes Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Code N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Line Item Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Modification Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Workflow Responses Budget       icon-mindtouch-table-check.png
Budget Workflow Steps Budget       icon-mindtouch-table-check.png
Budgeted Production Quantities

Budget OR Timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Line Item Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Production Quantity Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Commitment Commitments       icon-mindtouch-table-check.png
Commitment Variation Commitments       icon-mindtouch-table-check.png
Commitment Variation Line Item Commitments       icon-mindtouch-table-check.png
Commitment Variation Markup Commitments       icon-mindtouch-table-check.png
Commitment Variation Request Commitments       icon-mindtouch-table-check.png
Commitment Variation workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Variation workflow steps Commitments       icon-mindtouch-table-check.png
Commitment Line Item Commitments       icon-mindtouch-table-check.png
Commitment Potential Variation Commitments       icon-mindtouch-table-check.png
Commitment Workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Workflow Steps Commitments       icon-mindtouch-table-check.png
Company (Vendor) - used in company reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company (Vendor) - used in project reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Global Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Project Insurance Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Crew Crews   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Line Item Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribution List RFI       icon-mindtouch-table-check.png
Employees Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
ERP Job Costs Summary Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Instructions Instructions       icon-mindtouch-table-check.png
Labour Productivity

Budget OR timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Labour Productivity: Budget Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Location N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Monitored Resource Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Owner Payment application Main contracts       icon-mindtouch-table-check.png
Owner Payment application Line Item Main contracts       icon-mindtouch-table-check.png
Main Contract Main contracts       icon-mindtouch-table-check.png
Main Contract Variation Main contracts       icon-mindtouch-table-check.png
Main Contract Variation Line Item Main contracts       icon-mindtouch-table-check.png
Main Contract Variation Markup Main contracts       icon-mindtouch-table-check.png
Main Contract Variation Request Main contracts       icon-mindtouch-table-check.png
Main Contract Variation Workflow Responses Main contracts       icon-mindtouch-table-check.png
Main Contract Variation Workflow Steps Main contracts       icon-mindtouch-table-check.png
Main Contract Line Item Main contracts       icon-mindtouch-table-check.png
Main Contract Potential Variation Main contracts       icon-mindtouch-table-check.png
Main Potential Variation Production Quantity Main contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Main Workflow Responses Main contracts       icon-mindtouch-table-check.png
Main Workflow Steps Main contracts       icon-mindtouch-table-check.png
Project N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Project Roles N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Response Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
RFI RFI       icon-mindtouch-table-check.png
RFI Assignee RFI       icon-mindtouch-table-check.png
RFI Question RFI       icon-mindtouch-table-check.png
RFI Response RFI       icon-mindtouch-table-check.png
Specifications Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sub Payment application Workflow Responses Commitments       icon-mindtouch-table-check.png
Sub Payment application Workflow Steps Commitments       icon-mindtouch-table-check.png
Subcontractor Payment application Commitments       icon-mindtouch-table-check.png
Subcontractor Payment application Line Item Commitments       icon-mindtouch-table-check.png
Daywork Sheet Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daywork Sheet Equipment Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daywork Sheet Labour Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daywork Sheet Material Daywork Sheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Timecard Entry Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png