Customer Feedback for Procore Technologies, Inc.

Welcome to the Customer Feedback Forum for Procore.

We’d like to hear any ideas you have for how we can improve Procore. Please use this forum to suggest features you’d like to see added to Procore. You may also vote and comment on product ideas suggested by other Procore users.

This forum is actively monitored by Procore’s Product Management Team.

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  1. Budget - Customize Committed Costs pop-up

    It would be helpful to have an option to customize the Committed Costs pop-up when selecting an amount in the Committed Costs column. Sometimes contracts have 100 plus line items and viewing these lines in the budget is tedious. It would be helpful to put the line items in categories or summaries and only show the summaries in the budget.

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  2. change order privacy for private prime contract

    When there is a private Prime Contract, the privacy list is inherited to private change orders with no way to edit. Client would like the ability to limit access to certain change orders when there is a private Prime Contract

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. Change Order remove markup one button

    Instead of clicking each button to remove each markup on a change order, have a button to remove all at once

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  4. Revisions to budget snapshots

    Create a revision to a Budget Snapshot.

    We would like to able to apply a "Snapshot" and make a revision and then save an R1 to the original Snapshot.

    2 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create a Commitment Change Order from Commitment View

    Add a Commitment Change Order While Viewing a Commitment

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  6. [commitments]- improve experience for adding $0 Line items

    When adding lines to a commitment that are supposed to be $0, if you leave the "0" that auto populates in the amount field the commitment will not save. The system requires that you replace the auto populated "0" with one that is typed out. This can be confusing if you are not aware of this limitation.

    5 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  7. Configurable Fieldsets for Financial Tools

    The configurable fieldsets for Quality and Safety tools should be extended into Financial tools.

    There are a significant number of fields in Variations (Change Orders) and Commitments that should have the option for required / optional / hidden.

    25 votes
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    3 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  8. Overdue Commitment Notification Emails

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

    36 votes
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    5 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  9. one Change event line items can be assigned into multiple PCO's (so long as it is within the CE Value)

    one Change event line items can be assigned into multiple PCO's (so long as it is within the CE Value)

    3 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  10. Docusign - auto-update status on Commitment PDF export

    When a commitment is sent to Docusign with the "sent out for signature" status, the commitment´s status is updated to Approved when completed. However, this does not update the status on the PDF export for the commitment. The PDF export will still show Out For Signature as status even with all signatures completed.

    As a workaround, users are able to change the status of the Commitment to Approved before sending to Docusign. This is not an ideal workaround because it forces users to approve a commitment when it hasn't been signed yet.

    11 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  11. run change history report for commitment workflow

    We need to be able to see the entire change history of our commitments and the custom workflow they traveled through. Is there a report that can be made so we can view this?

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  12. PCO and PCCO SOV enabled on PDF separate

    Option to export SOV line items for PCO PDF separate from PCCO PDF enabling action

    2 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  13. Subcontractor CCO breakdown from pcco

    When breaking down the cost in the PCCO level the breakdown should be broken down at the CCO level as well. Not combined into an overall total.

    1 vote
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  14. 30 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  15. Sub Job Codes Listed on Budget

    Would like the option to include the Sage job codes on the Budget in Procore, also be able to group by them so that it stays organized. It's a lot easier to see them by job code.

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  16. Work on Configurable PDF Functionality

    Configurable PDF needs A LOT of work. It runs extremely slow, we should have the ability to bulk add line items to a group, we need to be able to rename groups, etc. It feels like this tool was created and quickly abandoned despite it being vital functionality for teams to bill owners out of Procore. Not every project mirrors their budget in their Prime SOV.

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  17. Budget - Production Quantities Unbudgeted Line Items

    Currently, Production Quantities do not create UBLIs (unbudgeted line items) on the budget if they were introduced through Change Orders, etc.

    Ultimately, You would need to create a Budgeted Production Quantity first for that item to show on the budget.

    1 vote
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  18. Budget - 'Actuals by Date' Filter

    Allow the ability to type in a date instead of only having the option to scroll.

    This would save time when having to select a date from years ago.

    3 votes
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    2 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  19. Commitments Private Comments/Attachments sub-tab

    We are in need of an internal Notes/Comments/ Attachments sub-tab in the Commitments tool which has permissions independent of the balance of the tool. We have internal approval documents we desire to attach to the record but for which we do not want the sub/vendor to see. Separately, we often keep internal notes (independent of workflow) that we need to keep permissioned independent of Subs/vendors.

    2 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  20. Close out Purchase Orders

    Purchase Orders Need to be closed out!

    If I commit $100 for the hardware store and the site team only spends $80. I need to easily be able to release this $20 back into the cost code as we are no longer spending the anticipates $100!

    How is this not a basic function!?

    2 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
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