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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Bulk Edit Workflows
Bulk edit workflows - You should be able to bulk edit any workflow by package and by subcontractor - even if the workflow has already begun (locked) in case that particular individual leaves the project. Should be applicable for the CM, subcontractors, and A/E's. Currently you can only edit one single workflow at the time.
551 votesWe currently have the first release that will begin to address bulk editing workflows ready – “Bulk Replace”. This functionality will allow a user to be replaced by another within the Submittals workflows.
For the initial release, these edits can be requested via support and/or your account manager. Please reach out if you need to quickly replace users in a workflow. We fully intend to make this user-facing, but want to make sure it is working as requested.
Please note, this currently only changes names, not dates.
We are not stopping here, but feel this release will have a huge impact on the need to bulk edit workflows.
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Onscreen PDF Markup Tool
An onscreen markup tool is needed for PDF attachments
497 votesHello,
We wanted to let you all know that you can now test out Submittal Markup in your company’s ‘Sandbox’ test project. Here is a demo video of the functionality to give you a brief overview (https://www.loom.com/share/25f2c3553b364e5cbba37b72bd866d44)
You can send us feedback within the markup viewer using the ‘Provide Feedback’ button in the viewer (see attached screenshot).
If you have projects that you would like to get set up to start utilizing this feature, please reach out to pdfmarkupbeta@procore.com or your Customer Success Manager.
We will be covering Submittal Markup in a Procore Webinar on Wed. May 13, 2020, 10AM PST. Follow this link to register!
https://www.procore.com/virtual-trainingThank you and we look forward to hearing your feedback!
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Time of Day customization for Procore automated emails
I want to be able to configure what time of the day I receive automated email notifications (overdue reminders, etc) from Procore.
460 votesReviewed - Prioritized for Development ·
AdminZenette Dorsey
(Strategic Product Consultant, Procore)
responded
Hey folks – We are testing a brand new “Due Item Digest” and are looking for folks who would want to be included in the beta for this to solicit feedback. This email would consolidate all the user’s overdue items into one email & present the items due in the upcoming day across all projects. The email will also be indexed to the company’s time zone so you won’t get them at 1-3 am. Please reach out to me at sunny.chalam@procore.com if you would like to see the design or provide feedback on the idea. Thanks!
Regards,
Sunny -
Ability to drag and drop files directly from Outlook into Procore
I want to be able to drag an attachment open in my Outlook email app (desktop) into my Procore browser.
This would speed up the process right now of needing to drag the attachment to my desktop first.
451 votesReviewed - Not Prioritized for Development ·
AdminJenn Howard
(Manager, Strategic Product Consultant, Procore)
responded
Hello all-
We wanted to provide an update and give some insights into this idea. After much investigation, we have determined that this functionality is not something that Microsoft Outlook currently supports. In order to make dragging and dropping of files and emails from Outlook into a browser, it would require an application to be installed on individual devices. A few people have posted comments about fee-based applications like this that already exist on this thread.Until Microsoft makes this option more feasible and better supported, Procore is currently focused on how we can help ease the burden without needing to building and installing a separate application. Many of you are already aware of the efforts being done from within Outlook via the Procore add-in. But if not, this functionality is focused an creating items in Procore from Outlook. You can learn more here: https://support.procore.com/integrations/procore-outlook-addin
We will continue to keep…
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BCC function on Emails sent from Emails tool
It would be helpful to have the option to BCC when sending an email from the Emails tool. We believe this would be a valuable privacy option.
409 votes -
RFI Sequential Workflow
Allow a workflow to be created, similar to submittals, that allows for multiple sequential groups
374 votes -
Combine Cover Sheet & Attachments
When exporting submittals to a PDF it would be useful if you could turn on or off the option to include the PDF export of the submittal/RFI page along with the lastest Approved or Approved as noted attachment in the work flow.
360 votesThis functionality has been released to all accounts on the Submittals tool.
Release Notes: https://support.procore.com/products/online/user-guide/project-level/submittals/tutorials/export-a-submittal
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Create RFI Revision
We need to be able to create an RFI revision within the original RFI similar to the way we can with submittals. That way all the original information is copied over to the RFI revision.
334 votesReviewed - Not Prioritized for Development ·AdminJenn Howard
(Manager, Strategic Product Consultant, Procore)
responded
Hello all-
Thank you for all the feedback.RFI revisioning is something we are currently looking into. We will be sure to keep you posted of any upcoming improvements here.
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Create RFIs and other items from Drawings (Web)
Hello, I have 2 suggestions for RFI.
Creating an RFI from the drawing markup tool on "Web-based" Procore (just like the app does), would definitely help me save a lot of time as I don't have to go back to the drawing to do an as-built markup later.
Can I change the order of engineer's replies? When there are multiple replies, I would like to locate the 1st reply on the top, then the next reply follows on the bottom chronologically.
Our field guys are having difficulties understanding engineer's replies as they need to read from bottom to top.
Thank…
326 votesHello,
Procore is pleased to announce the release of “Initiate RFI from Web.” This new feature allows you to easuily create a Draft RFI from the Web, reducing time to task and driving adoption of the tool. We will work to add web creation on drawings for more tools. For more information on this feature, please see this support article: https://support.procore.com/products/online/user-guide/project-level/drawings/tutorials/create-or-link-rfis-on-a-drawing. Thank you for your support and feedback!
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Observations - Add Workflow (w/ Additional Status Options & Multiple Assignees)
Allow multiple Assignee's to Observations. Some of our projects have multiple contracts, not just a General Contractor, and therefore, there's no way to assign to multiple currently.
320 votes -
Email tool from mobile app
Email from mobile app
293 votes -
Update/Change Schedule from Procore
Why can't we update the schedule live in Procore?
It appears that could have been done in Procore for Desktops...
So we have to maintain 2 Project Management softwares? Thanks...
287 votesReviewed - Not Prioritized for Development ·
AdminAdrian Godby
(Strategic Product Consultant, Procore)
responded
Thank you for your feedback! We have shared your post with the development teams. We will update this space if we have any questions or change the status.
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Bulk Distribute Submittals
Bulk distribute submittals. When 15 separate submittals come back form the approver it would be nice to not need to send my subcontractor 15 separate emails to distribute.
281 votes -
Allow Multiple Locations
Add multiple locations to the location field for all tools
276 votes -
"Next", "Previous", & Jump To Navigation
Easily scroll through RFIs and Submittals using "Next" and "Previous" buttons.
When viewing RFI #1, for example, you could have both "Next" and "Previous" buttons that would easily let you navigate between RFIs, without having to go back to the RFI section each time.
269 votes -
Auto Create revision for Revise/Reject submittals
It would be EXTREMELY helpful if when a resubmit or rejected submittal response was included in a distribution to a contractor there was an option to check in a box to create revision or it automatically created a revision via an option admin could turn on when a response in the submittal work flow showed as revise or rejected.
When distributing a rejected or revise and resubmit submittal it closes the Submittal. This works however if you neglect to select create revision and that item never gets addressed by the contractor that received the rejected submittal it can and does…
268 votes -
268 votesReviewed - Not Prioritized for Development ·AdminZenette Dorsey
(Strategic Product Consultant, Procore)
responded
Thank you for your feedback! We have shared your post with the development teams. We will update this space if we have any questions or change the status.
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Daily Log Configurability - Custom Logs
As a user, I would like to create custom logs in the Daily Log tool.
257 votesReviewed - Not Prioritized for Development ·AdminAdrian Godby
(Strategic Product Consultant, Procore)
responded
There are mixed comments posted on this UserVoice thread regarding customization, so we would like to let you know that we recently released a feature within the Company Admin settings of the Daily Log tool(Site Diary). The Manpower Log, Daily Construction Report, Notes Log and Observed Weather Conditions all have configurable field sets. This allows Company Admins the ability to select which fields are “required, optional or hidden” similar to other tools within Procore.
In addition, we have RELEASED the ability for custom fields within the manpower log. This new feature will allow Company Level Admins to add custom fields to a Manpower Log fieldset (required/optional..) to track additional information necessary for their project or company. Users will also be able to pull these custom fields into Reporting to further track progress against ongoing goals.
Last but not least, when enabling the DL: Manpower Log project configuration setting “Include Employees…
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Add Ability to Create Multiple Daily Logs (Multiple Shifts)
We want to use the Daily Log function with automatic reports for our customers, but we do not share our hours/manpower information with our customers. Due to the current set up, we are only able to use this for one or the other which wasn't the solution we thought it would be.
231 votesReviewed - Not Prioritized for Development ·AdminAdrian Godby
(Strategic Product Consultant, Procore)
responded
Based on some themes within this UV post, there is a potential solution we would like to share depending on your specific needs. Based on the description of this UV, users do have the ability to create a custom report and filter the report by company in order to extract the data from the DL they want people to see. Furthermore, this report can be sent out on a schedule. For example, you could create a custom report which gives you the ability to filter by company, so that way it will only show whatever company(ies) you want to show and for which logs you want to show it for. DL-Manpower Log reporting filters you have available are: Created By, Company, Status and Trade. Other Logs reporting filters vary by log.
Support Article: https://support.procore.com/products/online/user-guide/project-level/reports/tutorials/create-a-custom-project-report
We hope this meets your expectations, but please let us know if it does not.
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Show Email Subject Line within Email Body
When I receive an email notifying me that someone has responded to an RFI, the email does not identify the RFI number or name, see attached screenshot. I then have to scroll through all the RFIs to find the one that was just responded to. It is not a huge deal, but it would be very helpful to call out the name or number of the RFI in the notification email.
215 votesReviewed - Not Prioritized for Development ·AdminZenette Dorsey
(Strategic Product Consultant, Procore)
responded
Thank you for your feedback! We have shared your post with the development teams. We will update this space if we have any questions or change the status.
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