Project Reports - Reuse

Specific Data Access Permissions for Source Tools

The requirements to access sensitive data are strict, regardless of whether you are building a Company or Project level 360 report. Depending on the objects in the data set, users may need additional permissions on the data's source tool to access report data. The table below shows each 360 Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

• Action Plans
• Budget
• Change Events
• Commitments
• Coordination Issues
• Core Platform Objects
• Correspondence
• Crews
• Site Diary
• Direct Costs
• Directory
• Documents
• Drawings
• Estimating
• Forms
• Incidents
• Inspections
• Instructions
• Meetings
• Observations
• Photos
• Main Contracts
• Snag List
• RFIs
• Programme
• Specifications
• Submittals
• Tasks
• Daywork Sheets

Action Plans

Budget

Change Events

Commitments

To protect sensitive information, Procore strictly limits access to data Commitment objects in all reports.

Object	Source Tool(s)	None	Read Only	Standard	Admin
Commitment	Commitments
Commitment Variation	Commitments
Commitment Variation Line Item	Commitments
Commitment Variation Markup	Commitments
Commitment Variation Request	Commitments
Commitment Change Order Workflow Responses	Commitments
Commitment Change Order Workflow Steps	Commitments
Commitment Line Item	Commitments
Commitment Potential Variation	Commitments
Commitment Workflow Responses	Commitments
Commitment Workflow Steps	Commitments
Sub Payment application Workflow Responses	Commitments
Sub Payment application Workflow Steps	Commitments
Subcontractor Payment application	Commitments
Subcontractor Payment application Line Item	Commitments

Coordination Issues

Object	Source Tool(s)	None	Read Only	Standard	Admin
Co-ordination Issue	Coordination Issues

Core Platform Objects

As part of Procore's Core Platform, these objects and their fields appear in multiple datasets and require no special access permissions.

Object	Source Tool(s)	None	Read Only	Standard	Admin
Budget Code	Core Platform
Company (Vendor) - used in company reporting	Core Platform
Company (Vendor) - uses in project reporting	Core Platform
Location	Core Platform
Project	Core Platform
Project Roles	Core Platform

Correspondence

Object	Source Tool(s)	None	Read Only	Standard	Permissions
Correspondence	Correspondence				1
Correspondence Assignee	Correspondence				1
Correspondence Distribution List	Correspondence				1
Correspondence Response	Correspondence				1

¹  Users with 'Admin' level permissions can access all fields, but are limited by correspondence type. Data for objects marked 'Super Private' will not appear in Single Tool Reporting, 360 Reporting, or Procore Analytics. See What are super private correspondence types?

Crews

Site Diary

Object	Source Tool(s)	None	Read Only	Standard	Admin
Site Diary Accident	Site Diary
Site Diary Completion	Site Diary
Site Diary Construction Report	Site Diary
Site Diary Delay	Site Diary
Site Diary Skip	Site Diary
Site Diary Equipment	Site Diary
Site Diary Inspection	Site Diary
Site Diary Manpower	Site Diary
Site Diary Note	Site Diary
Site Diary Observed Weather Condition	Site Diary
Site Diary Phone Call	Site Diary
Site Diary Plan Revision	Site Diary
Site Diary Productivity	Site Diary
Site Diary Quantity	Site Diary
Site Diary Safety Violation	Site Diary
Site Diary Programmed Work	Site Diary
Site Diary Programmed Work Task	Site Diary
Site Diary Visitor	Site Diary
Site Diary Waste	Site Diary

Direct Costs

Object	Source Tool(s)	None	Read Only	Standard	Admin
Direct Cost	Direct Costs
Direct Cost Line Item	Direct Costs

Object	Source Tool	None	Read Only	Standard	Admin
Action Plan	Action Plans
Action Plan Approver	Action Plans
Action Plan Line Item	Action Plans
Action Plan Line Item Assignee	Action Plans
Action Plan Line Item Record	Action Plan
Action Plan Line Item Record Request	Action Plans
Action Plan Line Item Reference	Action Plans
Action Plan Receiver	Action Plan
Actual Production Quantities	Budget OR Timesheets
Budget Change Adjustment Line Items	Budget
Budget Changes	Budget
Budget Code	N/A
Budget Line Item	Budget
Budget Modification	Budget
Budget Workflow Responses	Budget
Budget Workflow Steps	Budget
Budgeted Production Quantities	Budget OR Timesheets
Change Event	Change events
Change Event Line Item	Change events
Change Event Production Quantity	Change events
Commitment	Commitments
Commitment Variation	Commitments
Commitment Variation Line Item	Commitments
Commitment Variation Markup	Commitments
Commitment Variation Request	Commitments
Commitment Variation workflow Responses	Commitments
Commitment Variation workflow steps	Commitments
Commitment Line Item	Commitments
Commitment Potential Variation	Commitments
Commitment Workflow Responses	Commitments
Commitment Workflow Steps	Commitments
Company (Vendor) - used in company reporting	N/A
Company (Vendor) - used in project reporting	N/A
Company Global Insurance	Directory
Company Project Insurance	Directory
Company Folder/Document 2	Documents				2
Co-ordination Issue	Coordination Issues
Correspondence	Correspondence				1
Correspondence Assignee	Correspondence				1
Correspondence Distribution List	Correspondence				1
Correspondence Response	Correspondence				1
Crew	Crews
Site Diary Accident	Site Diary
Site Diary Completion	Site Diary
Site Diary Construction Report	Daly Log
Site Diary Delay	Site Diary
Site Diary Delivery	Site Diary
Site Diary Skip	Daly Log
Site Diary Equipment	Site Diary
Site Diary Inspection	Site Diary
Site Diary Manpower	Daly Log
Site Diary Note	Site Diary
Site Diary Observed Weather Condition	Site Diary
Site Diary Phone Call	Daly Log
Site Diary Plan Revision	Site Diary
Site Diary Productivity	Site Diary
Site Diary Quantity	Daly Log
Site Diary Safety Violation	Site Diary
Site Diary Programmed Work	Site Diary
Site Diary Programmed Work Task	Daly Log
Site Diary Visitor	Site Diary
Site Diary Waste	Site Diary
Direct Cost	Direct costs
Direct Cost Line Item	Direct costs
Distribution List	RFI
Drawing Revision	Drawing
Drawing Markup Link	Drawing
Employees	Directory
ERP Job Costs Summary	Budget
Estimates	Estimating
Estimate Budget Included Item	Estimating
Estimate Budget Item	Estimating
Estimate Layers	Estimating
Estimate Layer Groups	Estimating
Estimating Projects	Estimating
Folder/Document	Documents
Folder/Document Watcher	Documents
Form	Forms
Incident	Incident
Incident Action	Incident
Incident Alert	Incident
Incident Distribution Member	Incident
Incident Injury Body Part	Incident
Incident Record	Incident
Inspection	Inspection
Inspection Assignee	Inspection
Inspection Distribution List	Inspection
Inspection Item	Inspection
Inspection Item Activity	Inspection
Inspection Item Comment	Inspection
Inspection Programme	Inspection
Inspection Programme Assignee	Inspection
Inspection Programme Distribution List	Inspection
Inspection Signature Request	Inspection
Instructions	Instructions
Labour Productivity	Budget OR timesheets
Labour Productivity: Budget	Budget
Location	N/A
Meeting	Meeting
Meeting Attendee	Meeting
Meeting Item	Meeting
Meeting Item Assignee	Meeting
Meeting Item Attendee	Meeting
Monitored Resource	Budget
Observation	Observation
Observation Activity	Observation
Observation Distribution Member	Observation
Owner Payment application	Main contracts
Owner Payment application Line Item	Main contracts
Photo	Photo
Snag Item	Snag List
Snag Item Assignee	Snag List
Snag Item Action required by	Snag List
Snag Item Comments	Snag List
Snag Item Distribution Member	Snag List
Main Contract	Main contracts
Main Contract Variation	Main contracts
Main Contract Variation Line Item	Main contracts
Main Contract Variation Markup	Main contracts
Main Contract Variation Request	Main contracts
Main Contract Variation Workflow Responses	Main contracts
Main Contract Variation Workflow Steps	Main contracts
Main Contract Line Item	Main contracts
Main Contract Potential Variation	Main contracts
Main Potential Variation Production Quantity	Main contracts
Main Workflow Responses	Main contracts
Main Workflow Steps	Main contracts
Project	N/A
Project Roles	N/A
Request for Quote	Change events
Request for Quote Quote	Change events
Request for Quote Response	Change events
RFI	RFI
RFI Assignee	RFI
RFI Question	RFI
RFI Response	RFI
Programme Calendar Item	Programme
Programme Lookahead	Programme
Programme Lookahead Task	Programme
Programme Task	Programme
Programme Task Request	Programme
Specifications	Specifications
Sub Payment application Workflow Responses	Commitments
Sub Payment application Workflow Steps	Commitments
Subcontractor Payment application	Commitments
Subcontractor Payment application Line Item	Commitments
Submittal	Submittal
Submittal Approver	Submittal
Submittal Action Required By	Submittal
Submittal Distribution List	Submittal
Daywork Sheet	Daywork Sheets
Daywork Sheet Equipment	Daywork Sheets
Daywork Sheet Labour	Daywork Sheets
Daywork Sheet Material	Daywork Sheets
Task	Task
Task Activity	Task
Task Assignee	Task
Timecard Entry	Timesheets

¹ Correspondence Type Admins can access all Correspondence field sets and are limited to columns and rows of data by correspondence types. Super Private Correspondence records are not available in Enhanced Reporting. 

² Requires Company Directory Admin permissions in the Company Admin tool.