Client would like the option to send out a notification email that a commitment is overdue after a certain amount of days.

Show commitment invoices numbers on invoice dashboard rather than having to view each invoice to verify invoice number

Having the Change Event section at the bottom of the Prime Change SOV page is really confusing. It is pulling in the commitment, or expense value, which is not the same value that we have in the Prime, or revenue change order. So just removing it would be very beneficial.

We would like the supers to only see scope of work with no values. The problem is we are unable to block the Contract Summary from the bottom of the commitments page from Supers and also Subcontractors

Custom Company level budget reports that are created to be on all projects aren't accessible to project level admins. Only users with admin permissions on the admin tool at the company level can view these reports. This isn't helpful. Giving project admins that kind of access is a risk, and if they are admins on the report and budget tool - these reports should be accessible.

Once an invoice is in process, it would be nice to have changes made to the Prime SOV pushed out to the invoice without needing to delete the invoice, make the changes and start over all for potentially a small change to a description.

We are not able to utilize our Pay App Custom Forms that have been built by Procore. I need the grouping from the Configurable PDF tab AND I need it on the custom invoice form that the custom forms team built for our company.

When importing a Prime Contract from Sage, it is imperative that the cost codes pull over into the SOV. Otherwise we cannot issue Owner Pay Apps from Procore. It is unfortunate that a customer has to choose between these two features, as we were very much looking forward to being able to auto-sync PCCOs to Sage, and are now being told we can't do so if we want to also use the pay app tool.

On sub invoices (requisitions) I'd like the ability as a project manager to lock down line items that I have already reviewed after the initial submission so that the sub cannot change them after I send it back "Revise and Resubmit".

Alternatively, I'd like to see a history of which line items have been altered by the sub on the following submission.

There is no field within the RFQ to provide direction to the vendor. i.e. Price Only, Price and Proceed, For Record Only, etc. This is key to give direction to the vendor on what they are doing with the proposal request and associated documents. We currently have to create a PDF with this direction on it and attach it to the RFQ.

If there's only one prime contract (which I assume is the majority of Procore projects), why should we have to go through an extra step to click on the only prime contract available?

Link Site Instructions to Change Events

From Bids submitted to budget

It would be nice if you added a button under the "convert to subcontract" called "Add to Budget", this way we have the ability to easily create a budget from bids submitted and still have the option of selecting who ever we want to issue PO or Subcontract to.

Create and edit direct costs on iOS

We should have the ability to assign an RFQ to multiple contacts within a single company. For larger companies it is unrealistic to think that one individual would be responsible for responding to all RFQ's, even for one specific project. We need to be able to assign to multiple users within the responsible company.

We would like the ability to restore a previous budget.

Currently the snapshot view only gives the ability to view a previous budget.

We often have multiple revisions on our budgets. It is imperative that our team has the ability to do "save as" copies of previous budgets in order to access and have the ability to revise and/or information from previous budgets.

This is critical- we are a very large steelcase dealer.

It would be great if there was a way to add a view to the Custom Budget View that will sort cost codes in a different format than the numbers.

It would be great if Procore Emails integrated with Docusign so that you can email a signed Commitment, Change Order, etc to others. Right now, the PDF you view from the email is not signed--you have to view the item in Procore and then export--extra steps that could be eliminated.