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. Current Drawings - More Filter Options

    The client would like additional filters options available under Drawings > Current Drawings (currently only Disciplines available). For instance, an additional filter option could be Drawing Set.

    Thank you for the consideration!

    40 votes
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    10 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include "Created by" in Change History in new Documents Tool

    With the release of the new Documents Tool in early 2020, the "created by" record in the Change History is no longer included for new folders/documents. Please bring this functionality back so we can properly manage our Documents Tool.

    9 votes
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    Started  ·  0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Correspondence from Outlook Plugin

    Be able to create Correspondence from Outlook plug-in

    3 votes
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  4. RFI Export to CSV - Can the description be included in the report

    RFI Export to CSV - Can the description be included in the report

    9 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to hide or remove workers and hours field on manpower log

    Currently the workers and hours fields are required on manpower log but users want the ability to remove those fields. They would like to input company, location and comments but they use another software for hours and don't need that in the Daily Log.

    3 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Granular Daily Log Edit Other Entries

    Please create a granular permission that allows for editing other people's entries on the Daily Log. It would be great for users to be able to edit one another's entries without full admin permissions ( so that they cannot close the day, etc.).

    3 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ads additional options to add specific attachments

    To have a way to where the PDF and cover sheet automatically sends when Submittals are sent instead of having to export PDF manually and send out via email.

    4 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Copy Specifications from one Account/Project to Another

    I would like to have specifications sync'd with connected accounts. This would allow me to "push" published specifications to my trades in lieu of them needing to "track" them in my account.

    6 votes
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  9. Submittal Schedule Calculation Fields Available in Fieldsets

    Have all submittal creation fields, including Submittal Schedule Information when Enable Submittal Schedule Calculations is turned on, to be an option when creating configurable fieldsets.

    Primarily looking to make "Required On-Site Date:" a required field.

    3 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. View Drawings in Bid Package from the Files Tab

    We would like the ability to be able to view the drawings that are part of the bid package. When you click the Files tab the drawings are listed, but it would be nice to be able to view them from this screen. Please see attached.

    6 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. Portfolio Project Planning

    As an Owner, need to manage entire Capital Planning process, which includes:
    - Project Ideation: initial concept/idea of a project)
    - Project Assessment: reviewing project feasibility, financial impact including Net Present Value (NPV) and Internal Rate of Return (IRR), and project risk assessment based
    - Capital Planning: leveraging portfolio-level Capital Planning tools available in Procore Portfolio Financials (formerly Honest Buildings)
    - Resource Management: assessing resources required to execute project, view available resources and schedule/plan assignments
    - Project Approval: review/approval workflow to approve project, which then creates a new project, ideally pulling in assigned resources into Directory, approved capital budget into…

    4 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Separate Daily Logs by Subjob

    Allow for separate daily logs for each subjob to be created within a single project.

    7 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Submittals: add the ability for sub-contractors to add submittal package when creating a submittal

    Submittals: add the ability for sub-contractors to add submittal package when creating a submittal

    11 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bulk Update Workflow Due Date

    Allow users to edit the DUE DATE when using the Bulk Edit and applying a workflow from the Submittal Items list.

    45 votes
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  15. [Meetings] - Templates Should Determine if Meeting Minutes Get Carried Over From Meeting to Meeting

    When a meeting template is created at the company level, you should be able to decide here if the meetings created from the template will have minutes that get carried over from meeting to meeting for each topic. Currently, you can only decide if meeting minutes get carried over from meeting to meeting in the Meeting configuration settings of a specific project. AND this setting applies to ALL meeting categories and meeting templates on the project. We should be able to set this as desired for each meeting category or template, not ALL at one time in a project.

    3 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. Local version of Office 365 Integration

    The new Office 365 Integration only allows the user to edit documents in the browser version of Office365, which loses some functionality. Please expand the integration to provide the ability to edit the document in a local version of Office365.

    5 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. More control for when schedule emails are automatically sent

    It would be helpful if we could email the resource schedule weekly and the project schedule monthly but currently there is only a weekly option for both.

    3 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Timecard Log > Daily Log Entries/Editing

    When editing an entry, it defaults to 24 hours (for example: originally said 45 hours, but need to edit that to 40 hours... once trying to edit that number, it automatically changes to 24). In addition, the number can be reduced further, but not exceed. This affects both Standard and Admin level users. A proposed solution would be to lean more towards not having Company Level Timecard entries hit the Daily Log Report - if Standard level users can edit/delete on the Company Level Timecard screen (which as of right now, they cannot), then there wouldn't be a need to…

    8 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Revert Submittal Workflow - Extra Clicks

    Revert submittal workflow. The new workflow requires numerous additional steps and slows down the process. It is less efficient.

    10 votes
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    5 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    Hi all-
    Thanks so much for the feedback.

    This change to the workflow is part of a larger release that will soon be coming. This larger release brings back the markup functionality.

    One of the major pieces of feedback we received when we originally released the markup tool is the lack of understanding of which file/attachment is the most current. Due to this we had to find a way for each Approver to identify what files to send to the next Approver, very similar to marking an Official Response with RFIs.

    We think that the recent workflow updates will make more sense with the upcoming release. With that in mind, I will be sure to circle back to this group to get your thoughts.

    Hope that helps to provide some clarification, but feel free to reach out if you have any questions.

    UPDATE: We recently added the drag and…

  20. Submittal Markup - Insert Cover Page

    Would like the ability to add the submittal item cover sheet, similar to the insert blank page functionality.

    71 votes
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    Started  ·  4 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
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