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Procore (en-CA)

Configure Advanced Settings: Project Reports

Objective

To configure advanced settings for the Reports tool.

Things to Consider

  • Required User Permission: 'Admin' permissions on the project's Reports tool and 'Admin' permissions on the project's Directory tool.

Steps

Set User Permissions for the Reports Tool

  1. Navigate to the project's Reports tool.
    This reveals the Project Reports page.
  2. Click the Configure Settings  icon.
    This reveals the 'User Permissions for Project Directory' page.
  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.

See Also