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. 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.

    106 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…

  2. 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).

    81 votes
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    6 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bring back the Submittal Markup feature

    Please bring back the Submittal Markup feature.

    41 votes
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    11 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!

  4. Create Issues in 3D Model Viewer

    It would be useful to capture action items directly from the 3D model similar to 2D Drawings in Procore

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

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

    52 votes
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    Started  ·  4 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show Company Name in Submittal Views

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

    41 votes
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    12 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    42 votes
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    Started  ·  9 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create Instructions from Mobile App

    We note that instructions can only be viewed from the mobile app - but not created.

    It would be SUPER handy to have the ability to create instructions from out in the field.

    37 votes
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    Started  ·  6 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    12 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  10. Incident - Add Side of Body to "Body Part Affected"

    Incident reporting, need to include side of body

    16 votes
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    1 comment  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  11. "Review Drawings" Notification

    An update to granular permissions for Drawings now allows standard level users to upload and review drawings. This feature also turns off notifications to admin users that new drawings are uploaded, but only admins can publish the drawings. This means admins don't know when new drawings need to be reviewed. Having a notification for drawings that need to be reviewed would be a good addition.

    5 votes
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    0 comments  ·  Drawings & Specifications  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    17 votes
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    Started  ·  3 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Disable Submittal PDF mark up

    The ability to have the submittal mark up needs to be able to be turned off and on

    12 votes
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    Started  ·  0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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)

    21 votes
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    9 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  15. Extracts App - Extract Invoices

    Be able to extract Invoices from the new Extracts App.

    7 votes
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    Started  ·  0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Submittal Markup - Delete the added page

    the ability to add a page is great, but just in case we make a mistake, how about the ability to delete a page as well?

    12 votes
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    Started  ·  0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. Compare Drawing Sets

    Provide users with the ability to compare entire sets of drawings with each other, not just revisions within a set.

    140 votes
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    Started  ·  15 comments  ·  Drawings & Specifications  ·  Flag idea as inappropriate…  ·  Admin →
  18. Inspection Test Plans (ITPs)

    We require the functionality in Procore to set up, manage and implement Inspection Test Plans (ITPs) as per standard practice in the industry. This was covered in detail at the Australian Quality & Safety Innovation Lab in 2018.

    15 votes
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    2 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  19. Incidents - Additional Notification Options

    We require notifications for Incident to be set up in line with our company requirements. Different types of incidents should trigger different notification types, methods and to different people.

    15 votes
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    1 comment  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reverse Timesheets Workflow

    The Timesheet and Labour Productivity function works really well. However, we need to see the workflow reversed.

    We would like the workers to enter their times directly, which then go to the supervisor for approval.

    The current workflow is in reverse to our standard practices.

    3 votes
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    0 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your feedback. This is something that is being improved right now. We are working on making the MyTime tool easier to enter time for individual workers and then this will allow for supervisors to go to the Company Level Timesheets tool to add quantities, edit, and approve. Be on the lookout for this release to be coming out in Q4 2019!

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