Forms - Create Project Specific Forms Templates
Currently, all Form templates created at the Company level are available to ALL projects. Add the ability to create project specific Form templates.
While we do expect to solve for this request in the future, it is not currently prioritized. We will update this ticket as soon as anything changes.
As others have said... Please!?
Gregory Cramer commented
Chiming in again. This one item is so very vital. Please make this a priority. I do not know how many more requests need to be made before it is prioritized but it seems to be very important to my business and many others like us.
Ellen Meijer commented
Project-specific forms: a necessity.
We work on public projects and each client comes with a full set of customized forms that we as a general contractor are required to use. The number of forms provided per project is anywhere between 10 and 50. It is extremely inefficient for the project teams to have to sort through hundreds of forms in order to find the form they need for their specific project or even our own general company ISO forms.
Please make this a priority!
Muhammed El-Cheikh commented
Until this has been completed the useability of the forms tool, in my opinion, is severely reduced.
Brendon Figg commented
It's time to change how the forms tool not only operates between company level and project level but its view and ability to build digital forms in procore and print as a standard PROCORE pdf template with header, title and content. Similar to the new correspondance tool ability.
Currently there are external providers that can do forms (goFormz & ResponseVault) but neither allow for use in Procores mobile applications for edits and creations of forms, everything is external.
It's time for an update, everyone's asking what is Procore doing?
Roby DeReuil commented
This is a critical need for certain clients. Give us the freedom to be flexible to meet the client's needs.
Here is a simple example. We are handcuffing ourselves out of fear of what? Somebody might make an improvement over another project?
Allen Cortez commented
As each team is starting to create project specific forms I am concerned about all of the scrolling to find their project forms.
Stephen Schultz commented
project-specific forms are needed!
Andy Lane commented
More and more our Forms tool is getting polluted with specific requests from owners that have no use on every single project.
We really, really need project-specific forms. Please make this a priority. Thanks!
Emily Turner commented
As a Specialty Contractor, this feature is greatly needed. We often have GC required forms that are very project-specific. Not only do we need to separate these forms by their related project, but our Project Managers need the freedom to create these form templates on their projects without having to contact the Sys Admin.
As it stands, we can't realistically use the Forms tool for GC forms, since they are shared across all projects... this could cause quite a bit of confusion. Unfortunately this really reduces the usefulness of this tool for us.
Seth Cheever commented
Agreed... keep pushing this... SO necessary!
Alan Griffin commented
Please speak with all your team members and have them create an account and Upvote this, it's currently #27 - we'll have a better chance of getting action if we get it boosted into the top 10.
Abed Karaze commented
very much needed
Annalisa Ciccarelli commented
Please strongly consider actioning this item.
Many companies, including a client of mine, have MANY forms, a lot of them being project specific. Accruing a list of hundreds of forms, especially similar forms, is not ideal. Can we find a way to pare these down by Project, Quality vs Safety, Favourites, Recent, etc.?
Angelina Zoch commented
Would be awesome for this to happen.Whilst its easy to simply name the template to suit the specific jobs details the form applies too. A show/hide feature for specific forms to be visible/not visible on certain jobs would be the bee's knees.. Obviously to avoid confusion, but also to avoid the wrong form being filled out.
Jason DelleChiaie commented
Agreed! There needs to be a methodology of organization and inclusion for the each project form. Can the forms tool be created similar to the inspection tool where a project level admin can determine what form should be downloaded to a project. This will prevent standard users from seeing the mass quantity of company level forms that may not apply...
Annalisa Ciccarelli commented
I have a client that has MANY company forms for various components of a project. The list is exhaustive and they don't want the field employees to have to scroll through an exhaustive list to complete a handful of daily forms. Please strongly consider an option to create project specific forms or allow for "favourite", "starred", "daily", or "recent" forms.
Thanks in advance!
Jaclyn Payment commented
This would help so much with organization and clutter in our account! All of us Type 'A's hope to see it one day.
Sheri Fuller commented
We definitely need to have project specific forms, and requirements for each project are different. Please work on this ASAP. Thank you.
Frances Khattar commented
Please move this up the priority list. Will be VERY beneficial to have project specific forms and be able to manage them simply through Procore.
It can become confusing for our project teams when sorting through all forms to find the one specific to their project.