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. 14 votes
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    8 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →

    Happy to announce we will soon be releasing a User Permissions view shortly that lists each user, their default project template, and their company template (also Coming Soon).

    This will provide an overview of permission templates and will also be filterable and sortable.

  2. Submittal Attachments: Improve the visibility of historical/workflow versions

    With the new Submittal PDF View rollout, PDFS attached to workflow responses are no longer linked at the bottom and only appear at the top in the "attachments" section. The ability to customize where attachments appear would be great, since our legal team prefers them next to the responses at the bottom.

    148 votes
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    37 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    All,

    Thank you very much for providing this feedback to us. We understand that the recent change is causing some confusion and frustration with your teams and we want address those concerns as quickly as possible. The intention of this change was to bring the attachments front and center for easy access and to make it clear what the most up-to-date attachment is, whether it’s the most recently uploaded or the most recently marked-up/stamped attachment. Clearly we have not fully accomplished this and have missed the mark in providing additional context that you need (previous responses, comments, etc.).

    Our team is actively exploring potential changes to make this experience better and we’d love to find time with you to make sure we’re taking steps in the right direction.

    Please reach out to me if you’d like to sit down with our team to discuss how we should proceed forward and…

  3. Customize Prequal Form Questions

    Currently the list of prequal questions are locked down. We would like the ability to edit the existing wording and/or the ability to create and add our own questions to the form.

    54 votes
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    0 comments  ·  Preconstruction  ·  Flag idea as inappropriate…  ·  Admin →
  4. Simplify desktop Documents tool view

    Simplify the Documents tool view in the desktop version. When I select the documents tool on the desktop I primarily want to see the folders/files. There may be other things I want to see/setup/track/etc., but currently everything else is primary and the actual documents are buried.

    32 votes
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    5 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    Procore has started work on a redesign of the Documents tool. Features include navigating to view or download a file through a single UI element, enabling bulk actions on files/folders, and updated page layout.

    Stay tuned and thank you for your feedback!

  5. Bring back the Submittal Markup feature

    Please bring back the Submittal Markup feature.

    104 votes
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    14 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    I wanted to provide an update on this re-release. Phase 1 has been released to all Sandbox Test Projects. This phase updates the response modal to improve attachment management. GA release of this phase is expected shortly.

    Phase 2 of the re-release will give users the ability to markup, add a new Procore-generated cover page and stamp PDF attachments on Submittals within Procore. This space will be updated with a timeline after the Phase 1 release.

    This two phase approach is being used to minimize impact on current workflows.

    Thank you so much for your feedback and support!

  6. Submittals: Pending response to be mandatory to change before submitting

    Submittals: Pending response to be mandatory to change before submitting

    15 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for sharing this feedback with us! We are going to make a change to default the Submitter’s response to ‘Submitted’ (or whatever custom response you’ve mapped to ‘Submitted’ in the settings) so that the user will have to opt to change to ‘Pending’ rather than having to remember to update the response.

  7. Bulk Download multiple submittal attachments with Markup

    With the new Submittal markup feature, the ability to bulk download attachments no longer exists. This feature is incredibly crucial if team members need to download Submittal documents and there are 10-15 associated documents with each Submittal. It is time-consuming to make those downloads separately.

    84 votes
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    13 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Submittal Markup - Insert Cover Page

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

    64 votes
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    Started  ·  4 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    6 votes
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    Started  ·  0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Exclude "Test Projects" from company reports and dashboards

    Procore recently added a "test Project" checkbox into the admin tab of projects,

    Please add the option that when you mark a project as a test project, it gets filtered out automatically from dashboard and company reports (instead of having to exclude it manually each time)

    15 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show Company Name in Submittal Views

    In Submittals --> View --> Submittal Workflow (section), make it so that the company name of the user is shown.

    49 votes
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    12 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Custom Fields carry over in Project Templates

    Would like custom fields to be assigned to a project template and have them carry over on all projects created from the template.

    7 votes
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    Started  ·  0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  13. Revised Documents Tool - Bring back the Add Folder Shortcut

    Revised Document Tool - bring back the "Add Folder" shortcut.

    3 votes
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    Started  ·  0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  14. Incident - Add Side of Body to "Body Part Affected"

    Incident reporting, need to include side of body

    22 votes
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    1 comment  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bring back the yellow dot for drawing sets

    Previously, when in the Current Drawings view, the Drawing Sets had a visible yellow dot if there were unpublished drawing sets. That changed and now you have to click into the drawing sets view to find out if there are any unpublished drawings. That has been an issue for our team if they get distracted and forget to publish the drawing upload. Please bring back the yellow dot from the current drawings view so it is obvious if there is a mistake.

    3 votes
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    0 comments  ·  Drawings & Specifications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Procore Connect: Directory Contact should display correctly

    Display the ‘contact’ that is established with the correct project name. The information (RFI) passes to each project correctly, however, when you are looking at the projectI, the contact in the directory indicates the other connected project. Could potentially create some confusion.

    1 vote
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. Submittal Markup - View Markup on Mobile

    I can’t seem to see the mark-ups from the mobile app or how to “attach” the marked-up document in the workflow approval step.

    19 votes
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    Started  ·  3 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Extracts App - Extract Invoices

    Be able to extract Invoices from the new Extracts App.

    11 votes
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    Started  ·  1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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)

    28 votes
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    9 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  20. Interface with Microsoft Planner & Teams

    It would be great if I could take Action items from meetings and turn them into Microsoft Planner tasks. Also, it would be nice to add a Procore interface with Microsoft Teams. Which will replace SfB in the future

    36 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
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