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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Submittal Attachments: Improve the visibility of historical/workflow versions
With the new Submittal PDF View rollout, PDFS attached to workflow responses are no longer linked at the bottom and only appear at the top in the "attachments" section. The ability to customize where attachments appear would be great, since our legal team prefers them next to the responses at the bottom.
140 votesAll,
Thank you very much for providing this feedback to us. We understand that the recent change is causing some confusion and frustration with your teams and we want address those concerns as quickly as possible. The intention of this change was to bring the attachments front and center for easy access and to make it clear what the most up-to-date attachment is, whether it’s the most recently uploaded or the most recently marked-up/stamped attachment. Clearly we have not fully accomplished this and have missed the mark in providing additional context that you need (previous responses, comments, etc.).
Our team is actively exploring potential changes to make this experience better and we’d love to find time with you to make sure we’re taking steps in the right direction.
Please reach out to me if you’d like to sit down with our team to discuss how we should proceed forward and…
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Daily Log Configurability - Custom Logs
As a user, I would like to create custom logs in the Daily Log tool.
222 votesReviewed - Not Prioritized for Development ·
AdminAdrian Godby
(Strategic Product Consultant, Procore)
responded
There are mixed comments posted on this UserVoice thread regarding customization, so we would like to let you know that we recently released a feature within the Company Admin settings of the Daily Log tool(Site Diary). The Manpower Log, Daily Construction Report, Notes Log and Observed Weather Conditions all have configurable field sets. This allows Company Admins the ability to select which fields are “required, optional or hidden” similar to other tools within Procore.
In addition, we have RELEASED the ability for custom fields within the manpower log. This new feature will allow Company Level Admins to add custom fields to a Manpower Log fieldset (required/optional..) to track additional information necessary for their project or company. Users will also be able to pull these custom fields into Reporting to further track progress against ongoing goals.
Last but not least, when enabling the DL: Manpower Log project configuration setting “Include Employees…
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Submittal Markup - Dynamic Stamps
Allow users to upload s stamp with fields/checkboxes where data can be entered.
-Response Checkboxes
-Signature
-Signature Date174 votes -
Instructions Grouped By Type
As a Project Manager, I want to be able to group instructions of the same type together so that it is easier to navigate the list.
65 votes -
Instructions to Instructions Workflow
As a GC Project Manager, I want to create an Instruction (of type B) from issued Instruction (of type A) so that I can capture the typical NZ industry workflow.
58 votes -
Bring back the Submittal Markup feature
Please bring back the Submittal Markup feature.
85 votesHello,
I wanted to provide an update on this re-release. Phase 1 has been released to all Sandbox Test Projects. This phase updates the response modal to improve attachment management. GA release of this phase is expected shortly.
Phase 2 of the re-release will give users the ability to markup, add a new Procore-generated cover page and stamp PDF attachments on Submittals within Procore. This space will be updated with a timeline after the Phase 1 release.
This two phase approach is being used to minimize impact on current workflows.
Thank you so much for your feedback and support!
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Instructions - Granular Permissions: Standard Users Create by Type
As a GC Project Manager, I want my clients and their consultants to only create Contract Instructions and Consultant Advice Notices (these are a subset of all Instruction types available) so that there is no risk of them creating Site Instructions or my GC Contract Administrator creating anything besides a Site Instruction as these have contractual implications.
51 votes -
Instructions - Granular Permissions: Restrict Standard Users to Only Draft Instructions
As a Project Manager, I want to be able to review any instruction that my Contract Administrator drafts so that my company is not exposed to variations by mis-instructing my Subcontractors.
50 votes -
Create Instruction from Email
It would be helpful to create an Instruction from an email rather than having to copy and paste everything into a new instruction from an email.
56 votes -
Submittals: When new revision created automatically close out old revision
Submittals: close out old revisions
18 votes -
Renaming of Delay Field on Weather Log
Now that there is a Delay Log in addition to the delay button of the Weather Log, there needs to be a clear cut distinction between the two. Owner Contracts and Government Agencies required documented rain event reporting. This rain may or may not have caused a delay, but it an Event that must be reported. Would it be possible to change the name of the weather log's delay field to "Rain Event". This would allow us to build a quick custom report where the checking of the Rain Event field would coincide with observed precipitation of rainfall exceeding .10"…
10 votes -
Bulk Download multiple submittal attachments with Markup
With the new Submittal markup feature, the ability to bulk download attachments no longer exists. This feature is incredibly crucial if team members need to download Submittal documents and there are 10-15 associated documents with each Submittal. It is time-consuming to make those downloads separately.
83 votes -
Filter By Coordination Issues You Have Been Mentioned In
It would be great if Coordination Issues could be filtered by items you have been mentioned in so you don't have to refer back to the email notification in order to see the item that has the comment.
26 votesReviewed - Not Prioritized for Development ·
Admintravis wood
(Customer Success Manager, Procore)
responded
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.
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Submittals: to be created as draft when raised by sub-contractor similar to RFIs
Submittals: to be created as draft when raised by sub-contractor similar to RFIs
14 votes -
Submittals: Pending response to be mandatory to change before submitting
Submittals: Pending response to be mandatory to change before submitting
13 votesThank you for sharing this feedback with us! We are going to make a change to default the Submitter’s response to ‘Submitted’ (or whatever custom response you’ve mapped to ‘Submitted’ in the settings) so that the user will have to opt to change to ‘Pending’ rather than having to remember to update the response.
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Distribute by Trade and/or to Related Trades
I would a feature to be able to mark a box to get notification for RFIs and Submittals approvals that were not submitted by me or that I am not on the distribution list. This would be in order to track items that will influence my scope of work.
105 votes -
RFI Export to CSV - Can the description be included in the report
RFI Export to CSV - Can the description be included in the report
9 votes -
Daily Log configure delivery fieldsets
Allow Delivery Log to have configurable fieldsets
13 votes -
Submittals: add the ability for sub-contractors to add submittal package when creating a submittal
Submittals: add the ability for sub-contractors to add submittal package when creating a submittal
11 votes -
Field Order Tool
Create a tool (similar to the Specifications/Submittals/RFIs tools) where Field Orders can be logged and transmitted. Possibly have the ability to link them to RFIs / submittals and add additional details. (Different from the "Change Order" tool since field orders don't need approval and don't require a change in contract)
22 votesReviewed - Not Prioritized for Development ·
AdminZenette Dorsey
(Strategic Product Consultant, Procore)
responded
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.
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