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 Deficiency List Delays | 3 |
3 |
3 |
|
| View Vendor Insurance Report | 4 |
4 |
4 |
|
| 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 | |
|||
| View Budget Modifications Report | 5 |
5 |
5 |
|
| View Budget Detail Report | 5 |
5 |
5 |
|
| View Buyout Summary Report | 5 |
5 |
5 |
|
| View Overdue Prime Contract Change Orders | |
|
|
|
| View Committed Cost Report | |
|
|
|
| View Overdue Commitment Change Orders | |
|
|
|
| View Subcontractor Invoices by Date | |
|
|
|
| View Unexecuted Prime Contract Change Orders | |
|
|
|
| View Prime Potential Change Order Report By Change Reason | |
|
|
|
| View Monitored Resources Report | |
|
|
| Schedule Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View All Schedule Reports | |
|
|
| Daily Log Reports | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| View All Daily Log 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 may also need additional permissions on the project tool associated with the report data. See View Project Reports.
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.