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. 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.

    35 votes
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    6 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    The recent change is one component of a series of changes to the Documents tool.

    Our end goal is to modernize the Documents tool and allow for drag/drop anywhere on the screen into a folder, ultimately reducing the steps and increasing the dropzone from today. To accomplish this goal we needed to adjust the user experience to meet current patterns established in Procore with the orange action button being the primary action.

    Thank you for your feedback! We have shared your post with the development teams. We will update this space if we have any questions or change the status.

  2. Procore Sync for Server

    How about this!! Instead of putting Procore Sync on every PC, I would rather have a FileServer handle the files. This could basically be just like Procore Sync but running on a dedicated server. This server could be local at the project site or at HQ (or in the cloud) and users can use their VPN to access the "central" files.

    Procore says Sync isn't for offline access anyhow, so this just seems smarter and doesn't eat up space on laptops (that probably have small but fast SSDs.) Then IT can handle the access and there aren't a bunch of…

    25 votes
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    1 comment  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  3. Document Previews should be tracked or treated as Downloads

    When a file is previewed in the Document tool, it should be tracked. It can be treated as a download, or maybe just tracked as a "view."

    8 votes
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    3 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  4. Re-arrange photo sequencing for PDF exports

    Want to re-arrange and customize the order/sequencing of photos within a particular album. Would improve exported PDF's greatly. Thanks.

    17 votes
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    4 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  5. Procore Drive Photos tab optimization

    Within the Procore Drive app, add more functionality to this feature. Adding photo information (date and time, Location, taken by) to both table view and regular view.

    6 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  6. Photos inherit trade & location from created item

    The photos taken during observations are now pulled into the photo tool. And it pulls quite a bit of information about the photo... except location/trade.

    Can you also make it pull the location and trade that is listed on the observation? So anyone looking at the timeline photos can tell where that photo was taken without going to the observation?

    7 votes
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    3 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  7. Procore Drive photos name editing

    Within the Procore Drive app, allow users to edit picture names to facilitate navigation in Table view and prevent automated 32 figure names.

    5 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  8. Documents - More fields (Document Number, Document Name, Author, Status)

    We need additional metadata fields in the documents tool to allow inproved document control in Procore.

    At minimum, these would be:
    - Document Number
    - Document Name (separated from file name)
    - Author/owner
    - Status

    This is important, and also alignment of data fields between Drawings and Documents.

    See also this suggestion:
    https://feedback.procore.com/forums/183340/suggestions/38108581

    4 votes
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    2 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  9. Provide for the ability to capture metadata/custom fields for Documents

    Provide for the ability to capture custom fields/metadata for documents held int he Documents tool.

    16 votes
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    5 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  10. 3 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  11. Export Photos with Comments, Description from Photos Tool

    Being able to export photos with comments from the photos tool would significantly help speed up my markups/comments for observations,

    46 votes
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    15 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  12. Subscription Notification Email Options

    I subscribed to photos to get notified but I take the majority of the photos. It would be nice if there was a setting to only get notified when someone other than myself posts.

    3 votes
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    1 comment  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  13. • Photos that are pinned to a drawing are highlighted when you find them in an album.

    • When photos are pinned to a drawing, it would be really nice to be able to click on them in the album and it would take you directly to the photo on the drawing/document. (Or have it highlighted) Because currently, if you click on the linked photo to the drawing, it only takes you to the drawing, and if there are multiple pins you have to click through to find the one you are looking for.

    3 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  14. Documents - Revision Vs. Versioning

    The Documents tool has caused some confusion around its "versioning" feature, which is confusing itself with the concept of "revisioning".

    Versioning - generally performed interna;lly within the authors organisation, goes through several changes ('versions').

    Revisioning - Once versioning work is completed and ready to be issued to the project team, that is when a new 'revision' is issues (eg. Rev 1 ->, Rev A -> B etc).

    We need to be able to separate out a versioning and revisioning section in the documents tool. This would also better align the Documents tool to the Drawings Tool functionality.

    3 votes
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    1 comment  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  15. Configurable Metadata

    Customer wants the ability to customize metadata requirements for files/documents uploaded into Procore. This will alleviate the need to run an Electronic Document Management System (EDMS) side by side with Procore. Some examples of required metadata include "Document Retention Schedule", "Document Type", "Network ID". Metadata fields should have the ability to be text, a drop down w selections, or even radio buttons.

    7 votes
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    1 comment  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  16. Documents - Folder access

    - File permissions in ProCore Documents – wish we could just highlight all the folders at once that we want to give the supers access to instead of having to click on every folder individually.

    2 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add File Types as a Documents Tool Filter

    Documents Tool: Add File Type as a Filter.

    2 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bulk Download of Photos

    The ability to "Download all Photos to .pdf" would be extremely helpful. Some projects can have 100+ pages of photos. The ability to download these photos to provide owners or others who may need the photos would be helpful. This would make it easier to use download the photos as well as increase productivity when doing this task.

    54 votes
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    9 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  19. Templates for Tags

    Creating a company-level standard template for document tags would prevent teams from re-creating all of their tags for each project and maintain consistency across projects with their tags and tag names. An alternative may be to have the ability to pre-create the project's document tags instead of creating them as needed.

    2 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  20. When Downloading a Subfolder Don't Download the Entire Structure

    When you download a subfolder, the resulting zip file contains all of its parent folders. This means clicking through multiple folder to get to the content, and can also result in file path names that are too long.

    3 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
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