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. Commitment Permissions

    Commitments: It might be a good idea to be able to separate out the permissions for PO and Subcontracts so the ability to "Send to ERP" can be removed on only one of the commitments. In our case we do not want PM's to have the ability to send Subcontracts to ERP. We want our subcontract administrator to be the only one with this ability. The PM's still need to have the ability to send their purchase orders to ERP.

    5 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  2. Letter templates in correspondence tool

    Would be nice to add a “mail merge” type functionality to the correspondence tool. Like Prolog used to have. Select the letter type you want, select the recipient and cc, enter pertinent details, hit “print” or “send”.

    Would allow us to keep consistent with delay notices, awards, LOI, etc.

    5 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  3. customize portfolio page

    Allow for custom columns on the portfolio page such as project manager and customer names

    5 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Created Custom Fields to Tool List Page

    Custom Fields were just added to the Punch list and I want to be able to rearrange my list page to now include those custom fields.

    16 votes
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    Reviewed - Not Prioritized for Development  ·  1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  5. Working days - Configure Holidays

    Would like the setup for working days in the Admin tool to include a monthly setup. This way the month ahead can be set up according to holidays and sometimes calendar working days can differ according to working zones.

    13 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Edit of Timecard at Company level.

    Allow Edit of Timecard at Company level. I work on several projects every day and should not need to go into each just to edit my time. But I also don't manage anyone else at the company at a level where I need to be able to edit their timesheets. So I don't need any Admin access.

    ALL data should be editable. Including date.

    Another similar request was made and closed linking to a post that shows that Admins have this ability. It needs to be able to given to normal users so they can edit their own entries at…

    5 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →

    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.

    The ability to edit timecards at the company level is available in Timesheets tool within the Resource Management product line. For more details, please review the article below.

    https://support.procore.com/products/online/user-guide/company-level/timesheets

  7. RFI 'Received From' e-mail settings

    RFI Distribution settings: the 'enable e-mail' function should have a field for 'Received From' in lieu of or in addition to the 'Created By' field. The person submitting the RFI - Received From - is the most crucial in notification path once answers are posted/RFI is closed; however this person is not always the one entering the data in Procore. Unless they are manually added to the distribution list, they are not included in corresponding e-mails. This could be avoided if 'Received From' was added to the automatic e-mail settings tool.

    14 votes
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    8 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  8. Bid Submission Confirmation Message Change

    The "Bid Submission Confirmation Message" should not be a banner that flashes across the top of the screen for a brief moment. It should be an email that goes out to the corresponding bidder regardless of who uploads their proposal.

    2 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  9. Company Level Cross Project Search across Tools

    Provide a company level search capability (similar to the single project search function) providing for the ability to find all references to a search phrase across all or multiple 'selectable' projects and all Procore tools.

    3 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom Fields drop down menu in alphabetic order

    Can we have the option to put the list of options in the drop down in alphabetic order.
    This is specifically for the Custom Fields for Inspections.

    1 vote
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    2 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  11. Upload PDF Schedule to Schedule Tool

    Make it possible to upload a simple .pdf "4 Week Look Ahead Schedule" to the Schedule Project Tools

    4 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  12. Set Default distribution for tools at company level

    Ability to set up a default distribution for all/selected projects at once across all/some selected tools. One way to do this might be to add a 'Role' that can be assignable at the project level, to a list and then be able to apply that list across all tools for all projects, pulling in the individual project's designated roles. That way you wouldn't need to set up the dist. list per tool, per project.

    7 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  13. Select a project template as a default

    With multiple project template, it would be great if you were able to set a default project template instead of scrolling through the drop down menu.

    6 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  14. Do Not Copy Company Cost Codes to New Project from Template

    When creating a new Project using a project template that does not have cost codes attached, I DO NOT want company level cost codes to be inserted as Project cost codes. This take a long time to filter through and delete cost codes that are not being used on this project

    It would actually probably be nice to have part of the project setup to either copy CC over or skip (same as is done on drawings and specs)

    4 votes
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    2 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  15. Need a Daily Site Hazard Analysis in the daily reports.

    Daily Site (Job) Hazard Analysis should be a report and we are now using an uploaded form. We need to be able to get this information quickly and accurately in another way besides a fillable form.

    40 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add multiple fieldsets to a project at once

    Select multiple fieldsets to apply to a project

    4 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option to reorder cost codes alphabetically

    Would like to have the option to reorder cost codes alphabetically rather than numerically, for ease of flipping through and selecting cost codes while in the field.

    2 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  18. Portfolio Notes - Pull in to Admin section

    Add a section in the Admin tool for notes that automatically pulls in the notes from the Portfolio section so that users inputting jobs can add a note of award and Procore in-processing date shows up in portfolio view. We're hoping for more of a "Status Update" section visible from the portfolio section and the Admin section.

    Custom solutions can add a field but it won't automatically pull in the notes leaving a large margin for errors!

    2 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  19. Reset Procore account to default status

    Due to large amounts to incorrect data entered on their account, customer would like to have an option to delete everything and start from scratch

    2 votes
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    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
  20. Training/Certification Wish List

    In addition to the other Procore Certifications offered, you should consider offering an online Trainer Certification for individuals who have been designated as Procore trainers for their respective companies.

    13 votes
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    1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
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