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. Intelligent RFI/Submittal/Transmittal Numbering

    Please add an option to automatically number RFIs, Transmittals, and Submittals based on the companies of the sender and recipient so that the RFIs for each sender/recipient relationship can be serialized with no skipped numbers (e.g. - RFI# SENDER-RECIPIENT-0001).

    The default numbering (1, 2, 3, 4, 5, etc.) is ineffective when there are multiple parties are involved on a single project in Procore. If RFI #1 and #3 are from subcontractor A and RFI #2 is from subcontractor B, then A is left with an apparently missing RFI number. This makes RFI logs on large projects very difficult to manage.

    75 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Additional RFI Export buttons

    There should be a "RFI Official answers with all attachments" export button.

    Currently you have to download each attachment individually and then join the PDF's together to create a simple PDF record of the entire RFI.

    289 votes
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    24 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Observation Manager

    Having a the ability to add a Observation Manager, similar to what you currently can do in the Punchlist tool. This would cut back a lot of unnecessary back-and-forths, allowing for the manager to validate the status change before it gets sent back to the creator.

    23 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  4. Multiple Responsible Subcontractors for RFIs

    Add multiple Responsible Subs to an RFI

    148 votes
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    7 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Search fillable fields in fillable PDF

    It should also include fillable fields that have been filled out when searching items

    13 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Documents Permissions Undo/Reset Action

    It would be fantastic to have an undo action in Documents folder permissions. Currently, if a parent folder's permissions are adjusted, it will override the sub folder permissions and they need to be manually adjusted back to what they were. I don't know what this would ultimately look like in Procore, but an undo action or even an escalated warning message prior to action would be so helpful. Hoping this can be developed in the Documents tool (and other areas of Procore).

    12 votes
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    3 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Auto calculated columns integrated on the forms tool

    We would like to see the ability to create automatic calculated columns integrated into the forms tool. This would be a great addition to the forms tool!

    Ex: make a Voc form [open circuit voltage testing] that asks subcontractors to input measured Voc, measured BOM [back of solar module] temperature at the time of test, and module temperature coefficient off the nameplate. This would then spit out expected Voc [common calculation in solar testing], and then also a % difference on the form [between expected and actual Voc], and automatically flag failing strings by auto-shading the cells red or green

    22 votes
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    4 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Email folder without sub folder structure

    User would like the option to exclude sub folder file structure when emailing parent folder to just show documents.

    8 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. Export submittal packages

    Please add a feature to export a submittal package with attachments. You have the feature for regular submittals but not submittal packages. Certain clients cannot click on hyperlinks, so we have to export the files individual.

    9 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Submittals- Lead time required field

    We would like to see the lead time field in Procore a required field for vendors/subs who are the submitter on a submittal. This would save a lot of time if we can have this ability implemented into the tool.

    13 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. Bulk Delete or Archive for Correspondence Items

    There needs to be a bulk delete (or archive) for correspondences that have been created. Right now there's a bulk edit, but deleting is very tedious, especially in situations where a sub generated multiple duplicates that need to be removed.

    12 votes
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    3 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Documents- Access to all related documents, across Projects.

    Currently all documents for individual projects are siloed, and it leads to additional clicks for admin users investigating related projects.

    It would be extremely helpful if it would be possible to link project folders (those within the document tools) into other project folders? For example if we have a parent project/program, we could open the documents tool and see in the folder structure all of the folders related to that project/program? These folders would be from other project already existing in Procore. Thank you!

    7 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Submittal Package to Carry Over From Project Template

    We would like to be able to create Submittals & Submittal Packages in our Project Template & have them carry over to new projects.

    7 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. “Create a Transmittal” button within the Submittal module

    Add a “Create a Transmittal” button within the Submittal module that auto populates that transmittal with the current submittal you just uploaded, leaving only the recipient, means of transmission, and any additional note you want to add as the inputs.

    21 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tying forms to submittals/Packages

    It would be ideal to tie a from to a submittal package. For government clients , we are required to fill out a form that will go along with the submittal package. When the two tools do not communicate, we find it not beneficial and we still have to perform tasks outside of Procore.

    8 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. Export Meeting Agenda w/ Attachments

    The ability to export meeting agenda with attachments into a pdf file. Currently one can only export the agenda to a pdf without the attachments. Thanks

    7 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. Timecard Copy Function Visibility

    The option to copy Timecard entries from the previous week should only be visible if there are actually entries able to be copied.

    The presence of that option, whether or not it's actually possible, is confusing to end users who may not realize that the previous week only encompasses the last full work week as outlined in the Timecard configuration settings.

    6 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bidding Tool Improvements

    Proposed changes to the Bidding Tool:
    1. Add 'search' function
    2. Sort all packages, not only the packages on that page
    3. Default view shows only 'Open' packages

    12 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Custom Fields in RFI Fieldset configuration

    We NEED Custom Fields available within RFIs

    15 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. Disable Overdue Emails for Non-Working Days

    With the addition of working days added into Procore clients would like to see the ability for overdue email notifications to correspond with working days.

    These are not currently connected in Procore, and it would be great to control the ability to turn off overdue emails from triggering on non-working days such as weekends. Further more, if we could add the ability to control them for specific groups such as Architects and the design team that would really be ideal, and a great addition to prevent users from overlooking need to know information because they are receiving unnecessary notification to…

    56 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
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