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. Drawings - Filter by Discipline

    We would like to have the Discipline filter separate from any other filters on the Drawings tool.

    18 votes
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    12 comments  ·  Drawings & Specifications  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your feedback. The updated Filter in the Drawing List view lays the groundwork for additional Filter options that will be released in the near future. We consolidated the Filter options in one dropdown rather than adding more buttons to the List View in order to not clutter the webpage. In addition, there is added functionality when Filtering Disciplines as you can now select more than one Discipline. In terms of feature parity, this updated Filter type is in use in several Procore Project tools which should help with ease of navigation on the web. We appreciate your feedback and understand that some of these changes are new in terms of navigating. We are doing our best to keep a modern yet organized look. Thank you!

  2. Change Event New update UOM

    Change Events UOM - if I have unchecked the UOM option in the settings, then I don't want to see it in the Edit Mode when I am adding line items and have to always override the UOM just to enter the ROM. If I don't choose it in settings, then I don't want to see it in my Change Event Edit mode either. Not a fan of the new change event upgrade.

    54 votes
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    18 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. "Sent Date" Column Needed for Custom Reports

    When creating a submittal report for the owner there is no way to create a custom "sent date" column. Effectively, contractors are not able to demonstrate to the owner the amount of time a submittal has been in their court or the amount of time the submittal is overdue.

    19 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Models and Coordination Issues to be linked to drawings

    Similar to RFI's and Observations it would be helpful to link a model and/or coordination issue to the drawings for reference to the field and other team members who are not directly involved with the BIM process.

    24 votes
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    2 comments  ·  VDC  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    93 votes
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    10 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    79 votes
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    3 comments  ·  Preconstruction  ·  Flag idea as inappropriate…  ·  Admin →

    Hello all-
    We are pleased to announce we have released the ability for Prequal Admins to create custom fields within the Prequalification tool.

    This feature will allow users to expand on the default list of questions to add to their prequalification form by giving them the ability to create eight different types of custom question types. This flexibility will allow them to adjust their form to the unique and changing needs of their business.

    Please reach out to your Procore contact or this support article for more information: https://support.procore.com/product-releases/new-releases/prequalifications-create-and-edit-custom-prequalification-questions

    We hope this release meets your expectations, but please let us know if it does not.

  7. Subcontractor Invoices - Invoice Description Field (Sage 300 CRE Integration)

    The "Invoice Description" field is missing from the new integration allowing Subcontractor invoices to be sent from Procore to Sage 300 CRE. The invoices sync to Sage with no description in the Header field. This really inhibits many of the reports in Sage OR requires us to revise every invoice in Sage, which really defeats the point of the integration in the first point.

    Thanks.

    11 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  8. T&M Permissions

    Give users with Read-Only or Standard permissions the option to sign (but not otherwise edit) a T&M

    9 votes
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    0 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
  9. docusign integration for correspondence tool

    Make the DocuSign integration available in the Correspondence Tool

    9 votes
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    3 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    We are happy to announce the release of the DocuSign integration within the Correspondence tool. Admins of the correspondence type now have the ability to initiate a signature of a Correspondence item through DocuSign.

    Support Article: https://support.procore.com/products/online/user-guide/project-level/correspondence/tutorials/complete-a-correspondence-item-with-docusign

    We hope this meets your expectations, but please let us know if it does not.

  10. Lightweight Partial Model Publishing

    Currently any updates to the published model require a full export of the geometry regardless if any geometry has even changed. We need an option to just update viewpoints or sheets, etc. without re-pushing the geometry.

    5 votes
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    0 comments  ·  VDC  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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).

    169 votes
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    18 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    Procore is pleased to announce the release of the Office365 Integration with Procore Documents. Now users will be able to edit their office files without leaving their browser by sending them to Office 365 to edit and save their changes to Procore.

    For more information, please see the following Support Article: https://support.procore.com/products/online/user-guide/project-level/documents/tutorials/open-and-edit-a-file-in-microsoft-office-365-using-the-documents-tool

    Thank you for your support and feedback!

  12. Delete Custom Fields

    Client would like to be able to delete the Custom Fields in the Observations tool.

    With so many Custom Fields that get created, without the ability to delete the ones that are no longer needed or were created with misspellings or accidentally, they get quite cluttered.

    26 votes
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    3 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →

    We are happy to announce Company Admins have the ability to delete custom fields from the custom fields tab. Once the custom field is deleted it will be deleted from the UI and it will not be available in reporting once it has been deleted either.

    https://support.procore.com/product-releases/new-releases/admin-delete-custom-fields

    We hope this meets your expectations, but please let us know if it does not.

  13. Add Origin Filter to Observations

    Observations need a filter for Origin (either the specific origin or the template). This would make reporting much easier so that we can easily view all observations generated from a specific inspection. Without this, it's difficult to see the effectiveness of our inspections plus ensure that all observations of the same type are closed.
    This filter should be enabled in the Reports tool AND in the main Observations tool.

    9 votes
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    7 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  14. Timesheet/timecard Rounding

    As a Field Productivity user, we would like the timesheets and timecards to round time to the nearest quarter of an hour.

    21 votes
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    7 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow Edit of Timecard at Company level.

    Allow Edit of Timecard at Company level. I work on several projects every day and should not need to go into each just to edit my time. But I also don't manage anyone else at the company at a level where I need to be able to edit their timesheets. So I don't need any Admin access.

    ALL data should be editable. Including date.

    Another similar request was made and closed linking to a post that shows that Admins have this ability. It needs to be able to given to normal users so they can edit their own entries at…

    7 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  16. Benchmark Reporting

    I want to be able to run a report of past/completed projects to understand what costs were per specific cost code/category, in order to benchmark costs.

    For example, as an Owner, I want to run a historical report on all projects that were done in the NYC area to see what construction costs for concrete were on a cost per sq foot basis. Ability to filter down by cost code, cost type, project type, region, program, etc. would be critical (by leveraging standard filters available within Procore Analytics/Power BI today).

    9 votes
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    0 comments  ·  Analytics  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    Procore is pleased to announce the release of the new Owners Report. The Procore Analytics Owner Report is designed to provide users with high-level insights into the health of projects in their Procore portfolio and to highlight key data points to support risk management for financial and schedule activities. It includes pages to identify key budget and scheduler influencers, identify root causes of over budget projects and schedules, perform budget benchmarking, and perform budget snapshot comparisons.

    For more information, please see the following What’s New in Procore article: https://www.procore.com/whats-new/en/get-the-most-out-of-your-data-with-procore-analytics?role=s_UZXGPRip1440%3Bs_hXnFhuVN1455

    Thank you for your feedback!

  17. Add Date Column To Project Level Timesheets Tool

    When time is entered using methods other than timesheets: timecard, mytime, or daily log, the time entries populate with a title of "Other Entries". When viewing a date range of time in project level timesheets, you cannot tell which date the other entries are for.

    4 votes
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    0 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change Event, ROM edits.

    In Change Events, make editing the ROM number under 'Cost' available again. It was taken away after the update which adds 3-4 steps if you want to use it on the main tool screen.

    14 votes
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    3 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create a granular permission or new feature to allow users to unlock folks.

    Create a granular permission or new feature to allow users to unlock folks. Currently, full company admins are able to unlock folks once they are locked out due to failed login attempts, we would like to see this permission broken out separately.

    23 votes
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    3 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    Procore is pleased to announce the release of Self-Unlock through Reset Password. Users now have the ability for a locked out user to unlock their account by resetting their password.

    For more information, please see the following support article: https://support.procore.com/products/online/user-guide/company-level/directory/tutorials/unlock-a-user-account-in-the-company-directory

    Thank you for your support and feedback!

  20. Add the Coordination Issues tool to the mobile app.

    The coordination issues tool should be available in the mobile app so foremen and workers in the field are able to access the tool to see if there are any active clashes related to what they're currently building.

    50 votes
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    9 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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