Multiple Entities (Owner, A/E, GC, Sub, etc.) have Procore Accounts
We are a specialty subcontractor but have hit a wall that will limit our use of Procore. Our customers are starting to use your program. Because my account can’t sync with my customers Procore account we would have to do double entry, which isn’t going to happen. Instead of saving time that would lose time. But if we only use Tishman’s program we lose a lot of the features that help us and can protect us if a job ever goes bad. In reality they could edit or even block access to the system and we would lose all our documentation.
If you want to continue to grow with sub-contractors this will need to be addressed. I’m sure it won’t be easy but there must be a way for my system and theirs to sync so I can create a submittal and it automatically publishes it in our customers system, perhaps showing both our submittal numbers or creating a unique one for both systems.
UPDATE: We are pleased to announce that we have released the first few connected tools (RFIs, Manpower Log, and Notes Log) in Procore as an Open Beta.
Procore Connect is a feature that allows Project level admins to connect their project with another project in Procore from the Project Connections page in the project’s Admin tool. Once the connection is established, certain project data can be sent between project in Procore. This allows collaboration between Procore account holders on projects and streamlines cross-account workflows.
This functionality has been turned on across all accounts and can be enabled by any Project Admin. You can find more about this feature in our support articles here: https://support.procore.com/products/online/user-guide/project-level/admin/tutorials/set-up-a-project-connection
We appreciate your feedback on these first few connected tools while we continue to build additional functionality across more tools.
I think you should be able to sync certain tools with other company's projects. For example, my company is the subcontractor on serval jobs where the general contractor also has a procore. They have a project on their procore, and we have the project on ours. I think it'd make things go much smoother if as a subcontractor we could sync our drawing and spec tools with our general contractor's project.
Riley Nagel commented
As a subcontractor having access to GC's Procore, it would be nice for our Procore to be able to be linked to the GC's when our RFI's and Submittals are answered. This would solve the issue of having to enter information in twice.
When other contractors have the project in Procore...Documents and such, being able to drag it into your own company's portfolio
instead of downloading and then uploading the same files.
Martyn Charlett commented
We are a Client Side Project Management Company.
We manage all of our client's consultant fees using Procore. When we go to site, the builder may run their version of procure for their claims. We need to able sync both so that we can report on both construction claims and consultant claims. Running 2 sets of Procore accounts on a single project is ridiculous
Joelle Macrino commented
Add a push to from one Procore client to another. GC to specialty contractor.
Ben Lavy commented
procore to procore sync or share
Tom O'Leary commented
The common collaborative workflow needs to addressed. What is the time line for rollout?
Ernie Jankowski commented
When is Procore going to act? We were promised back in 2018 that Procore was working on this and was close to resolving the issue. THIS IS A MAJOR OBSTACLE as a subcontractor and will be the major reason we leave Procore
Jake Mathis commented
Agreed long overdue and was promised to be implemented in 2019 if I recall. This is creating lots of headaches and duplicate work. As a specialty contractor we have to maintain the integrity of all information in our own system. Placing that Control with another contractor is irresponsible. Please resolve ASAP.
Jeremy Hole commented
This will really make the software for subtrades viable and really a must as the quantity of users increases. GCs want to utilize the software with subs inputs but it creates multiple layers of admin work to ensure the information is accurate in both ours and the GCs procore . The submittal workflow should be put high on the priority list as well. the current work flow does not work for our internal approvals than submitting to the GC. Our team is not able to have the up to date info on the status of approvals.
Michael Calisti commented
This is badly needed. We are a specialty contractor, and also running into the issue of clients using Procore. Our policy is not to do all of our documentation through our clients system, as we feel this is potentially dangerous in a legal situation. We also lose all visibility on specific project for everyone who does not have access to that clients Procore.
Tom O'Leary commented
@jenn howard appreciate the update, the RFI, Submittals and daily log tools are the primary tools where there is common collaboration. Is there a timeline available on the roll out of these features?
Stephen Touzinsky commented
As an owner, we want to have all historical documentation to the project within our Procore account without having to manage the process. (eg re-enter the information independently.) The same history in the GC system should be replicated in ours. RFI's, Submittals, Document and Drawing Files come to mind firstly. The change order process can follow. Budgets would require additional thought, as some data should be mutually shared, and others not.
Carla Allgeier commented
Submittals and RFI's for sure need to be able to sync!
Yasir Faraj commented
Highly recommend the sync between 2 Procore accounts
Dan Hannan commented
Submittals and RFI's are the 2 most important items and drawings are a close 3rd. Daily logs are company specific in most cases
Tony Poipao commented
I would forsee a submittal process as such.
Subcontractor creates submittal on their own procore accounts.
Sub clicks a button "send to GC" they choose the GC from a list of GC's who have them on a project.
Once the GC is chosen they choose which project to send the submittal to from another drop down menu. Then they choose who to send it to.
The GC gets a message "you have a potential submittal accept/reject"
When accepted the submittal is created and takes the GC directly into the submittal editor, where they make any changes necessary, add files, and create a workflow.
From there its all the same.
Kenya Medina commented
The main items Subs share with GCs are Submittals, RFIs, Drawings. Syncing submittals and drawings should also be a priority. When selecting something to download it hsould have the option to download to your PC or to your Procore session. That way you save the extra steps of downloading and re-uploading.
Joe Long commented
Another important tool that needs immediate attention is submittals. This is how we know products are approved and what needs to be revised and keep track of products that are used in case we have to go back and cover ourselves if any problems arise with the selection of products. This is one of the main reasons we use procore.
Ernie Jankowski commented
Why not submittals? RFI/Daily log benefit the GC?