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. Inspections - Add Configurable Fieldsets to Inspections

    As separate quality, safety and environmental managers, we want to be able to have control of the general fields of an inspection (required, optional, hidden) so that the inspection templates are specific to the inspection types we own.

    90 votes
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    10 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  2. 32 votes
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    Started  ·  8 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. Office 365 Direct Editing

    Allow for integration with Office365 for document editing.
    This would allow for true integration between Procore and Office 365 for direct document editing. Office 365 Documents (Word, Excel, PowerPoint, others) which are stored in Procore should be directly editable by clicking on them in the web browser, which will then open the document in a web-editing mode.

    This feature is currently available on competing platforms (Bim3360 Docs and Aconex).

    This could be extended to the iOS/Android applications, and also via a plugin for the desktop versions of Microsoft Office applications (Word, Excel, PowerPoint, Visio).

    159 votes
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    14 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    140 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…

  5. 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.

    30 votes
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    4 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!

  6. Bring back the Submittal Markup feature

    Please bring back the Submittal Markup feature.

    85 votes
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    13 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!

  7. 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.

    31 votes
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    0 comments  ·  Preconstruction  ·  Flag idea as inappropriate…  ·  Admin →
  8. 47 votes
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    0 comments  ·  VDC  ·  Flag idea as inappropriate…  ·  Admin →
  9. Submittals: Pending response to be mandatory to change before submitting

    Submittals: Pending response to be mandatory to change before submitting

    13 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.

  10. Saved Viewpoints in 3D Mobile Model Viewer

    Different areas or installations are isolated in Navis with viewpoints taken for quick navigation. This is needed within the mobile model viewer as well.

    31 votes
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    0 comments  ·  VDC  ·  Flag idea as inappropriate…  ·  Admin →
  11. Submittal Markup - Insert Cover Page

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

    61 votes
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    Started  ·  4 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Permission Template Enhancements

    Permission Template Page GUI

    Make this more user friendly.


    1. Alternately shade rows in the table for easier reading / editing

    2. List at the top and click to auto scroll to that template.

    3. Make the tools easier to fine. List them in Alphabetical order or something.

    4. Make the have a standard appearance. Replicating across two companies the order is different making it a headache to replicate.

    29 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  13. Show Company Name in Submittal Views

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

    46 votes
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    12 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. Master List for "Workers", ability to inactivate "Worker" profiles

    It appears that there is no way to Inactivate "Workers" once they are created. Even if you remove them from the project you created them on, they still appear when you go to add "Workers" to the next job. This also becomes confusing once a "Worker" is given a Procore user profile and named an employee, as the "Worker" profile still exists. It would be nice to have the "Workers" maintained in a master list outside of each project, and the ability to inactivate "Workers" who are no longer employees of your company.

    47 votes
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    Started  ·  9 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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)

    13 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. Bring back Drag and Drop in Documents

    Bring back the drag and drop file window in the Documents tool. Ever since you took away the side bar now there is no way to just drag and drop into a file. This has reduced efficiency causing two additional clicks just to upload a document. I realize we can still use Procore Drive, just unsure why you would take away functionality that adds ease of use and less clicks for the user.

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

    Hello,

    As promised in my previous status update, we have started work on a new drag and drop experience. This experience will allow you to drag documents directly from your desktop or PC Documents folder directly into Procore web.

    Stay tuned and thank you for your feedback!

  18. Incident - Add Side of Body to "Body Part Affected"

    Incident reporting, need to include side of body

    20 votes
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    1 comment  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  19. Document Upload under Documents Tab

    Put the drag and drop area for Document uploads back on the page when you click on a folder in the Documents Tab. Why was this area hidden under an additional menu with the last update?

    I spend half of my time here uploading single documents - having to click another menu seems a time waste after having it almost be automatic before.

    38 votes
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    6 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  20. Show Timesheets Hours on Budget

    I would like approved hours from my Timesheets to show on the project's Budget tool.

    13 votes
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    Started  ·  2 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
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