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Procore (en-CA)

User Permission Matrix - Mobile

The following table highlights which user permissions are required to perform the described user action from Procore's mobile application and whether it is available on an Android and/or iOS device. To learn how to use touch commands on your mobile device, see What are Touch Commands?

 Click this icon in the chart below to see the corresponding iOS tutorial for that functionality.

Click this icon in the chart below to see the corresponding Android tutorial for that functionality.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Announcements Documents Meetings Settings
Camera 2 Drawings Models 1 Schedule
Change Events Equipment My Time Specifications
Commitments Forms Observations Submittals
Crews Incidents Photos Tasks
Daily Log Inspections Prime Contract Timesheets
Deficiency List Instructions RFIs  
Directory  Locations    

  1  This tool is only available on iOS.

  2  This tool is only available on Android.
     Note: The Camera function is available on both Android and iOS. However, 'Camera' is not listed as a tool in the iOS app.

Announcements

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create Announcements       icon-mindtouch-table-check.png1 icon-apple-logo.png icon-android-logo.png
View Announcements   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-apple-logo.png icon-android-logo.png

Users must have 'Admin' permissions on the project's Home tool.

Users must have 'Read Only' or above permissions on the project's Home tool.

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Camera

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Take and Add Photos to an Album with the Camera Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png 1 icon-android-logo.png

The camera function is available on both iOS and Android. SeeTake and Add Photos to an Album in the Photos section of the permissions matrix. 

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Change Events

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Commitments

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Purchase Order   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png 
Edit a Commitment's Schedule of Values   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png  
Edit a Purchase Order   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png**
Search Commitments    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**
View Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**
View Inclusions/Exclusions for Subcontracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**
View Purchase Orders and Subcontracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Create Purchase Order' granular permission is enabled on the permission template associated with their account

2 Users with 'Standard' or 'Read Only' level permissions on the Commitments tool may perform this action if the 'Update Purchase Order' and 'Update Subcontract' granular permissions are enabled on the permission template associated with their account.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

 


Correspondence

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Correspondence item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
Edit a Correspondence item     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
Respond to a Correspondence item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png *   icon-android-logo.png  * 
Search for and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
View a Correspondence item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1 Users with 'Standard' permissions can only edit correspondence items that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Crews

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Worker   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-apple-logo.png  icon-android-logo.png 
Create a Crew     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png*
Edit a Crew     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png**
Edit a Worker   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-apple-logo.png   icon-android-logo.png  
View a Crew   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
View a Worker   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  

1 'Read Only' or higher level users can add workers if they have been granted the 'Create Reference Users' granular permission.

'Standard' users can only modify crews that they are the Crew Lead of.

3 'Read Only' or higher level users can edit workers if they have been granted the 'Update Reference Users' granular permission.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Daily Log

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Daily Log Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png
Add Notes Log Entries     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png
Copy a Daily Log Item       icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png   
Delete a Daily Log       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Email the Daily Log     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Edit Daily Log     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png** 
Mark a Daily Log as Complete       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Send Photos from the Photos tool to the Daily Log     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  
Review and Approve Pending Entries       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
View and Attach Files     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png** 

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Deficiency List

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Photo to a Deficiency List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png     icon-android-logo.png**  
Close a Deficiency List Item        icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png** 
Create a Deficiency List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png*   icon-android-logo.png*  
Download Attachments from a Deficiency List Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   
Edit a Deficiency List Item     icon-mindtouch-table-check.png1, 2 icon-mindtouch-table-check.png   icon-apple-logo.png    icon-android-logo.png**
Send Deficiency List Items       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Reassign a Deficiency List Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png**
Respond to a Deficiency List Item      icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**  
Search and Filter the Deficiency List    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png** 

 'Standard' level users can edit deficiency list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'

 'Standard' level users who have been granted permission to act as Deficiency Item Manager can edit items in which they are listed as the Deficiency Item Manager, except when the item's status is 'Draft'.
Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Deficiency Item Manager' section of the Deficiency List tool's configure settings in order to be selected as a Deficiency Item Manager. 

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Directory

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Phone Calls Entry from the Directory      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png 
Add a Company to the Project Level Directory        icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png
Add a Person to the Project Level Directory        icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png
Add a Contact to your Device   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png icon-android-logo.png
Email Forward Contact Information    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-android-logo.png  
Edit a Company in the Project Level Directory        icon-mindtouch-table-check.png   icon-android-logo.png  
Edit a Person in the Project Level Directory        icon-mindtouch-table-check.png   icon-android-logo.png  
Search and Filter the Directory    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png     icon-android-logo.png    
Send a Message or WhatsApp To Contact         icon-apple-logo.png    
View the Directory    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Documents

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create a Folder     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png   icon-android-logo.png   
Search For Folders and Files   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Delete Folders and Files       icon-mindtouch-table-check.png     icon-android-logo.png  
Download a File   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Drag and Drop Files into Procore's Documents Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   
Email Folders and Files     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png    icon-android-logo.png  
Rename a File       icon-mindtouch-table-check.png   icon-android-logo.png  
Print a Folder or File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png     
Upload a File     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Drawings

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add Observations to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Measurements to a Drawing    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Add Photos to a Drawing     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1   icon-apple-logo.png** icon-android-logo.png**
Add Deficiency List Items to Drawings     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Delete Drawing Markups (personal)   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Delete Drawing Markups (published)        icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Sync and Download Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Email Drawings     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png   
Link Items to a Drawing      icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Link RFIs to a Drawing (iOS)     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png icon-android-logo.png**
Link Observations to a Drawing (iOS)     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-apple-logo.png*  
Markup a Drawing (Personal)   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Publish Personal Drawing Markups     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png   
Print Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png   
Search for and Filter Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
View Drawing Area    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
View Drawings   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

2  Users must also have 'Standard' or 'Admin' permissions on the project's Observations tool.

'Read Only' level users can markup drawings but cannot publish their markups.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Equipment

The following table highlights which user permissions are required to perform the described user action. 
Important! Users will need 'Read Only' or higher permissions on the Company level Equipment tool to access the Project level Equipment tool. 

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add Inspections to Equipment Entries     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Equipment Entries     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Change the Status of Equipment Entries     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Edit Equipment Entries     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Perform Equipment Inspections     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Remove Equipment from Site     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Search and Filter for Equipment Entries   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
View Equipment Entries   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png

Users must also have 'Standard' level permissions or higher on the Project level Inspections tool.

'Standard' users can perform functions on equipment entries they have created.

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Forms

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Edit a Form's Information     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png**
Email a Form      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Delete a Project Level Form       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Download Form Templates   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Fill out a Form     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png**
View a Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png icon-android-logo.png

1 Standard level users may edit the information of a form they created.

* This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

** This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Incidents

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Witness Statement to an Incident     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Close Incidents     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Create Incidents     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit Incidents     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Search and Filter for Incidents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Incidents   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

'Standard' level users can perform this action for incidents that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Inspections

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add Comments to an Inspection Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png**
Add Photos to an Inspection Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png**
Add Signers to an Inspection      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png   
Create an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png*    icon-android-logo.png*  
Create an Observation from an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Edit an Inspection     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png**
Email Inspections      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   
Perform an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png**  icon-android-logo.png**
Search for and Filter Inspections   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Sign an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png   
View the Activity Feed of an Inspection   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
View Signatures on an Inspection   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png  

'Standard' level users can only edit inspections that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Instructions

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create an Instruction     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Delete an Instruction       icon-mindtouch-table-check.png icon-apple-logo.png     icon-android-logo.png  
Edit an Instruction     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
Search for and Filter Instructions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png**    icon-android-logo.png**
View Instructions    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1 Users with 'Standard' permissions can only edit instructions that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Locations


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Scan Location QR Code in the Locations Tool   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.png    icon_checkmark_h17.png     
View Items Associated with a Location   icon_checkmark_h17.png1 icon_checkmark_h17.png1 icon_checkmark_h17.png1 AppleLogo_gray.png** icon_checkmark_h17.png**  

1 You will need permissions to view the items displayed in the Locations tool. For example, you will need 'Read-only' and above permissions on the Observations tool to view associated observations with the location.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Meetings

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Meeting Item       icon-mindtouch-table-check.png icon-apple-logo.png*   icon-android-logo.png   
Add Meeting Minutes       icon-mindtouch-table-check.png  icon-apple-logo.png      
Convert from Agenda to Minutes Mode       icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   
Create a Meeting       icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Edit a Meeting Item       icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png   
Edit a Meeting       icon-mindtouch-table-check.png  icon-apple-logo.png     icon-android-logo.png   
Search for a Meeting   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Take Attendance       icon-mindtouch-table-check.png icon-apple-logo.png**  
View a Meeting   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Models

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Create Coordination Issues from a Model (iOS)   icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1 icon-apple-logo.png  
Create Observations from a Model (iOS)   icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png2 icon-apple-logo.png  
Download or Remove Models from a Device (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png  
View Models (iOS)   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-apple-logo.png  


Note: 'Standard' permissions do not exist for the Models tool.

1  'Standard' or 'Admin' permissions to the Coordination Issues tool are also required to create coordination issues on a model. 

2  'Standard' or 'Admin' permissions to the Observations tool are also required to create observations from a model. 

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My Time

The following table highlights which user permissions are required to perform the described user action.
Important! Permissions for My Time are set in the Company Directory tool under Timecards.

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a My Time Entry        icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1    icon-apple-logo.png*     icon-android-logo.png*  
Clock Your Time       icon-mindtouch-table-check.png1,2   icon-mindtouch-table-check.png1,2 icon-apple-logo.png icon-android-logo.png
Edit a My Time Entry       icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1    icon-apple-logo.png*     icon-android-logo.png*  
Search by Item Description        icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1   icon-apple-logo.png**   icon-android-logo.png**
View My Time Entries       icon-mindtouch-table-check.png1   icon-mindtouch-table-check.png1 icon-apple-logo.png icon-android-logo.png
Sign a Timesheet       icon-mindtouch-table-check.png1,2   icon-mindtouch-table-check.png1,2 icon-apple-logo.png** icon-android-logo.png**

'Standard' level permissions or higher is required on the company's Timecard tool to complete this function.

2  This function is only available if the Timesheet tool is enabled.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Observations

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Add Observations to a Drawing     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Close an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Create an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png
Create an Observation from an Inspection     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png**
Create Observations on a Drawing     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-apple-logo.png*  
Edit an Observation     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Email an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png  
Respond to an Observation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Search and Filter for Observations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**

1 Also requires 'Standard' or 'Admin' permissions on the Drawings tool.

2  'Standard' level users can only edit observations that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Photos

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Comment to a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png  
Bulk Edit Photos       icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png 
Create a Photo Album     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png     icon-android-logo.png
Delete Photos       icon-mindtouch-table-check.png  icon-apple-logo.png    icon-android-logo.png**
Drag and Drop Images into Procore's Photos Tool     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png     
Download a Photo   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png** icon-android-logo.png**
Mark Up a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Mention Someone in a Photo Comment     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Email a Photo     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png  
Search and Filter for Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Send Photos from the Photos tool to the Daily Log     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Sort Photo Albums   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png  
Take and Add Photos to an Album     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png*   icon-android-logo.png
View Photos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**  icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Prime Contracts

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
View a Prime Contract   icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*

'Read Only' and Standard' level users can only view a prime contract if they have been added to the drop-down in the 'Private' field of the prime contract.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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RFIs

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Close an RFI       icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Create an RFI      icon-mindtouch-table-check.png  icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Create a Change Event from an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png*
Edit an RFI        icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Email Forward an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png
Respond to an RFI     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png  icon-android-logo.png*
Search for and Filter RFIs    icon-mindtouch-table-check.png  icon-mindtouch-table-check.png  icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png
View RFIs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-apple-logo.png** icon-android-logo.png

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Schedule

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Search and Filter the Schedule   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Task Details   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Settings


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Configure Settings   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png** icon_checkmark_h17.png**  
View Current Items in the Upload Queue   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png AppleLogo_gray.png    icon_checkmark_h17.png     

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Specifications

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Email Specifications     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    icon-android-logo.png   
Search Contextually Within Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Search for Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Submittals

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Download Submittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png    
Email Submittals     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png   icon-android-logo.png
Scan a Submittal QR Code   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png*    icon-android-logo.png 
Search and Filter for Submittals   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**
View a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png**    icon-android-logo.png**

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

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Tasks

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add Comments to Tasks     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Add Tasks      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Change the Status of a Task      icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Delete a Task       icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Edit Tasks      icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png icon-apple-logo.png* icon-android-logo.png*
Search for Tasks    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
Send Tasks       icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**
View Tasks    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png** icon-android-logo.png**

1  'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

2  'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

3  'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.

4  'Standard' level users can only edit tasks that they have created.

 *   This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished.

 **  This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

 

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Timesheets

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read Only Standard Admin iOS Android
Add a Crew to a Timesheet       icon-mindtouch-table-check.png2   icon-mindtouch-table-check.png2 icon-apple-logo.png icon-android-logo.png
Add Employees to a Timesheet     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Add Quantities to a Timesheet     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Bulk Enter Time Entry      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Copy Previous Timesheet     icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-apple-logo.png icon-android-logo.png
Create a Timesheet      icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
Delete a Timesheet       icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
Edit a Timesheet     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
Edit Quantities on a Timesheet       icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
Search for and Filter Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
Sign a Timesheet   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
Sign Timesheets for All Projects     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
View a Field Production Report    icon-mindtouch-table-check.png5  icon-mindtouch-table-check.png5  icon-mindtouch-table-check.png5  icon-apple-logo.png  icon-android-logo.png
View a Labour Budget to Actual Report    icon-mindtouch-table-check.png5  icon-mindtouch-table-check.png5  icon-mindtouch-table-check.png5  icon-apple-logo.png  icon-android-logo.png
View a Timesheet    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
View Quantities on a Timesheet     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png
View Timesheets for All Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  icon-apple-logo.png  icon-android-logo.png

'Standard' users can perform functions on timesheets that they have created.

'Read Only' or higher level permissions are required on the project's Crews tool to complete this function.

'Admin' level permissions are required on the project's Directory tool to complete this function.

'Standard' users can perform functions on timesheets where they are the creator of ALL the quantities on the timesheet.

'Read Only' or higher level permissions are required on the project's Reports tool to complete this function.

 

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