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. Global Directory for Bidders

    'global directory' where a sub/vendors can place their name, contact and trade(s) info to a nationwide database for GCs/Owners to pull.

    155 votes
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    Likely to Implement  ·  37 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  2. Permission to View Company Project Assignments by Company

    Permission to view projects assigned to each company (instead of viewing 1 by 1 or project by project).

    19 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  3. Dynamic Distribution Groups

    When adding new users to the Directory, allow for automatic update of all Distribution Groups.

    203 votes
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    49 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  4. Granular permission to allow non-Admin Directory users to view 'Bidder Info'

    Enable a granular permission at the Company and/or Project level to allow non-Admin users to the Directory tool to be able to view the Bidder Info - specifically Comments and Ratings - associated to Vendors. This would be especially helpful during the bidding process.

    11 votes
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    3 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  5. Change History for Project Team/Project Roles

    Please track edits to the project team and project roles to a user-facing change history. Currently, there is no way to see who has made any changes to this team.

    9 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  6. allow users/vendors to be able to enter information to sign up for approval to be in company.

    It would be nice if users/vendors could enter information to sign up for approval to be in our Procore company. And after approval, have the information automatically transfer into the directory from signing up.

    8 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  7. Include project roles and distribution groups in the project template

    User would like to set up roles and distribution groups that are set up the same for most projects, but have them copy over from the template rather than having to set them up per project.

    15 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  8. Granular Permission > Edit the Bid Sheet

    I need to be able to add, update, and delete subs on our bid list without full admin permissions.

    5 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  9. Export Company Information

    It would be nice to have the option to export all of the information (contacts, bid info, etc.) associated with a Company Contact page in the Directory.

    16 votes
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    6 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Company Distribution Groups to Projects

    Please make it possible to transfer company level distribution groups to projects

    65 votes
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    Under Review  ·  10 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  11. Company Directory INACTIVATE in Contact

    Like the new inactivate BULK EDIT feature, but would still like to be able to inactivate within the contact. I like to add notes as to when and why inactivating the person and it would be easier to do it within the contact rather than updating and taking the extra step to come back to a bulk edit to finish the process.

    25 votes
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    8 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  12. Invoice Contact Automatically Added

    Automatically add invoice contacts to projects their company is added to.

    4 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →

    At the Company Level Directory, you can select default Invoice Contacts for each company. Once these users are added to a project’s directory, they will auto-populate the Invoice Contacts field when creating a new commitment.

    Procore requires these users to be added to a project’s directory first since it may not always be appropriate for that user to access the project, or their commitment, at the time the commitment is created. If you would like this changed, please let us know in the comments!

  13. Collapse Display of Permission Templates

    Under Company Directory Settings...
    The Permission Template display is very difficult to navigate with the entire matrix displayed for each template.
    Suggest Collapse/expand flags on each template heading (like in the directory itself)

    6 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  14. Improve Ability to Add Users to Specific Projects

    Button for adding all projects is extremely slow. It should automatically add all projects, not select 1 at a time. It should also provide the ability to filter projects by region or department when adding all.

    13 votes
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    4 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  15. EIN Security/Privacy

    Allow more detailed setting to hide/mark as private the EIN for vendors in the directory. Prefer to globally hide EINs/limit access.

    6 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to pick which company name (Abbreviated vs. DBA) displays next to a user

    It would be good to have the ability to choose which Company name displays next to a user in both Procore and PDF exports from Procore.

    Company Name vs. Abbreviated Name vs. DBA Name

    This would be especially helpful for exporting from Procore as longer names can affect either the column formatting or the document length.

    5 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  17. Setting to restrict commitments on ERP-linked projects to only allow ERP-linked Vendors

    Please add a project-level setting that restricts commitments on ERP-linked projects to only be written against ERP-linked Vendors. We should still be able to add non-ERP-linked vendors to the project directory, but not issue commitments to them.

    11 votes
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    4 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  18. Remove Standard Cost Code List from Vendor and Directory filter

    The Standard cost code list is not selected as an option (Company Admin, Cost Codes) to be available to use on new projects. Currently, the Sage 300 CRE Standard Cost Code list is being used.

    De-selecting the cost code list should also extend to the vendors and directory. Since the Sage 300 CRE Standard Cost Code list is the one being used, the Standard Cost Code list should be removed from the vendors and directory filter because it causes confusion with PMs. They are selecting cost codes from the wrong list and then the vendors are not showing up correctly…

    2 votes
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    Under Review  ·  1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  19. New Granular Permission to Automatically Subscribe User to Tools Distribution List

    It would be great to have the ability to have a Granular Permission that when added to a permission template, would automatically subscribe them to the default distribution list of a tool, as these settings don't carry over via project templates.

    3 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  20. Auto-Associate A Cost Code With An Employee

    When creating a Timecard entry, client would like the cost code field to auto-populate when they select an employee. Perhaps create a field in the directory to auto-associate a cost code per that employee?

    3 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
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Customer Feedback for Procore Technologies, Inc.

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