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Track Important Project Dates

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Objective

To create a custom report that provides a more optimized, real-time view of project-specific data. For example, an owner or project manager might want to create a custom report that highlights critical project dates.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • The data displayed in the custom portfolio reports is dynamically generated and always reflects current project data.
    • There is no limit to the number of reports that you can create.
  • Limitations:
    • The custom reports feature in the Portfolio tool can only be viewed in the Portfolio tool. They do NOT interact with Procore's Reports tool.
    • You can also use the Reports tool to create similar reports that include data from the Portfolio tool. For details, see Create a Custom Company Report and Create a Custom Project Report. 

Tasks

Before you create a custom report, you may want to first add custom data fields that can be included in your reports. For example, you may want to add a field for highlighting key project dates. After you do this, you can create a custom portfolio report to track important dates in your project.

  1. Add New Project Dates
  2. Add Custom Project Roles
  3. Create Custom Portfolio Reports using your project dates and roles to track those fields.