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. Global Directory for Bidders

    'global directory' where a sub/vendors can place their name, contact and trade(s) info to a nationwide database for GCs/Owners to pull.

    214 votes
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    Reviewed - Prioritized for Development  ·  46 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  2. Granular permission to allow non-Admin Directory users to view 'Bidder Info'

    Enable a granular permission at the Company and/or Project level to allow non-Admin users to the Directory tool to be able to view the Bidder Info - specifically Comments and Ratings - associated to Vendors. This would be especially helpful during the bidding process.

    28 votes
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    10 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  3. Request to join/leave existing project

    Issue:
    Currently project access is initiated by someone already in the project rather than the person that needs or wants access. While this captures most use cases it does mean that everyone on the team has to be diligent with requesting contact information be sent to them via email or other means to then input into the directory and invited. If a team isn't available to invite someone then the user requesting access either won't receive access or needs to elevate to a company admin. Also, if a user wants to leave a project they need to go through a…

    11 votes
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    4 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  4. Dynamic Distribution Groups

    When adding new users to the Directory, allow for automatic update of all Distribution Groups.

    246 votes
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    62 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add the Star Rating to the directory import.

    We would like to be able to update our subs rating en-mass via the directory import. This allows us to do yearly audits of our bidders ratings.

    9 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  6. Collapse Display of Permission Templates

    Under Company Directory Settings...
    The Permission Template display is very difficult to navigate with the entire matrix displayed for each template.
    Suggest Collapse/expand flags on each template heading (like in the directory itself)

    19 votes
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    8 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  7. allow users/vendors to be able to enter information to sign up for approval to be in company.

    It would be nice if users/vendors could enter information to sign up for approval to be in our Procore company. And after approval, have the information automatically transfer into the directory from signing up.

    10 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change History for Project Team/Project Roles

    Please track edits to the project team and project roles to a user-facing change history. Currently, there is no way to see who has made any changes to this team.

    10 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  9. Improve Ability to Add Users to Specific Projects

    Button for adding all projects is extremely slow. It should automatically add all projects, not select 1 at a time. It should also provide the ability to filter projects by region or department when adding all.

    26 votes
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    12 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  10. Directory - search by project number

    Client would like to be able to search the project number within the Directory.

    Some of our larger clients have multiple projects in the system. At the company level when you click edit next to a user and scroll all the way down you can see a list of projects the user does not belong to. When a client has hundreds of projects in Procore they then have to scroll through all of these, or hit CTRL F to search by project number.

    It would be very helpful to add a search bar under the section Projects {user} Does Not…

    2 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  11. Include project roles and distribution groups in the project template

    User would like to set up roles and distribution groups that are set up the same for most projects, but have them copy over from the template rather than having to set them up per project.

    16 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export Company Information

    It would be nice to have the option to export all of the information (contacts, bid info, etc.) associated with a Company Contact page in the Directory.

    20 votes
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    7 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  13. Granular Permission > Edit the Bid Sheet

    I need to be able to add, update, and delete subs on our bid list without full admin permissions.

    6 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  14. Run a user assignment report from directory

    It would be nice to run a User Assignment Report directly from a user entry in the Directory Tool, rather than navigating to reports and clicking around to find the user there. When we need to remove a user from the system (they left their company, for example), we usually start in the Directory tool to see what projects they are associated with. It would be helpful to be able to run the report from there.

    3 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  15. Company Directory INACTIVATE in Contact

    Like the new inactivate BULK EDIT feature, but would still like to be able to inactivate within the contact. I like to add notes as to when and why inactivating the person and it would be easier to do it within the contact rather than updating and taking the extra step to come back to a bulk edit to finish the process.

    32 votes
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    11 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to pick which company name (Abbreviated vs. DBA) displays next to a user

    It would be good to have the ability to choose which Company name displays next to a user in both Procore and PDF exports from Procore.

    Company Name vs. Abbreviated Name vs. DBA Name

    This would be especially helpful for exporting from Procore as longer names can affect either the column formatting or the document length.

    8 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  17. Invoice Contact Automatically Added

    Automatically add invoice contacts to projects their company is added to.

    5 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →

    At the Company Level Directory, you can select default Invoice Contacts for each company. Once these users are added to a project’s directory, they will auto-populate the Invoice Contacts field when creating a new commitment.

    Procore requires these users to be added to a project’s directory first since it may not always be appropriate for that user to access the project, or their commitment, at the time the commitment is created. If you would like this changed, please let us know in the comments!

  18. Add Company by DBA Name

    After clicking "Add Company" in the directory, make the Company field able to also search by the DBA name. Many people don't know the actual company name and would wind up adding them instead of choosing the actual company name.

    3 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  19. Directory Users page formatting

    When opening a user in the Directory and scrolling to "Projects {User} Does Not Belong To" the add button is on the far right-hand side.

    When opening a Company, then selecting the Projects subtab the add button is on the left.

    Client would like the add button within the Users page moved to the left-hand side to match how it is in Companies > Company > Projects so these screens match and there is more continuity in Procore.

    1 vote
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  20. Directory - copy to personal information should line up with personal information field

    When copying company information via the "Copy to Personal Information" in the Directory user edit screen these fields should all be in line with each other so the client doesn't have to scroll up and down on the page to see if there are any discrepancies between personal and company information before copying.

    1 vote
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
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