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 payment - Shouldn't be able to exceed contract value

    payments in commitments should not be allowed to exceed the app for payment amount total commitment amount

    1 vote
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  2. Prime Contract - Update SoV after Invoice Creation

    Allow users to add task orders to the Schedule of Values for a project in the Prime Contract tab after a pay application / payment received has been entered.

    1 vote
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. Q&A Export PDF Improvements

    The Q/A log for RFI's takes up a lot of space, and would not be viable for a big project with more than a few RFI's. I've attached a sample from our previous program. It's an easy side by side printout

    11 votes
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  4. Ability to Red-Flag a Daily Log

    Provide the ability to red-flag a specific daily log or event for future reference.

    This will allow for important events that need to be remembered in the future.

    Thank you.

    1 vote
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  5. Task Automy Level

    Provide a pulldown that would identify the level of autonomy provided from say 1 to 5 with 1 being review prior to start and 5 being full Autonomy.

    3 votes
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    Reviewed - Not Prioritized for Development  ·  0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Owner Invoices - Granular Permission to create Payment

    Prime Contract - under standard security setting can in put payment receive information as it is an internal from Acc to project team.

    1 vote
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  7. Issue Categories

    I think the Issues should have categories like PCCO or CCO (currently they have open, closed, urgent...) . This would allow someone to look at the issue log and better understand which issues are going to come up and hit the owner, the contractor etc. Now that we have $ in the issue log it makes sense. When you close an issue it is marked closed. It would be nice to mark it PCCO meaning it has been closed and moved can now be tracked as an owner change.

    1 vote
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow draw in of contacts from Company to Project level without creating a new contact

    It would be great if there existed a "Standard Level" permission at the project level that would allow that user to add a contact to the specific project, without creating a new contact. We are trying to limit creation of brand new contacts in an attempt to keep the overall contact list clean and accurate. However, this means that when a new project is created, only an admin (about 4 people in the office) are able to add people (existing or new) to that project.

    If a person with "Standard" permissions at the project level for Directory were able to…

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

    Thank you for supporting this idea! We have plans to allow Standard Level users to bulk add users and companies from the Company Directory down to the Project Directory.

    More updates to come soon!

    Feel free to drop us a note if you have any questions or comments.

  9. Moxtra

    Add moxtra integration

    1 vote
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    0 comments  ·  Integrations & App Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  10. allow "tasks" to not show at all on home pages for external users.

    Allow tasks to be hidden from home tool, so that certain external user permissions can be set to hide them from view. For example, I may want to assign a task to a subcontractor, but I do not want the owner to see the task exists.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Auto copy of "agenda" after converting to "minute"

    it would be extremely useful if Procore saved at least a PDF of your AGENDA, because once you click the "convert to minute" button, there's no going back to at least previewing your AGENDA and be able to store it or print it.

    9 votes
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  12. Letters

    Would it be possible to add a column that should the overall sequential number of the letter? We have "Incoming" and "Outgoing", but if you want to relate the letter to another document, it uses overall letter numbers instead of incoming and outgoing letter numbers.

    For instance, I just tried to relate a letter to a PCO and the dropdown showed letters 1-39 instead of incoming letter 13.

    Thanks.

    4 votes
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    Reviewed - Not Prioritized for Development  ·  2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Tasks - Add an Origin Field

    Add an Origin Field, therefore, a task can be referenced to a submittal, observation or defect (punch list item) etc...

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. 2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Documents tab - documents with large names don't show full details

    When you have a big project with lots of documents within subfolders the document names can be too big to fit within the left hand pane. Whilst you can use the scroll bar at the bottom of the pane to move the list across to read the details this is a pain for big files - could you be able to have a pop up on hovering your mouse over the file with the details of what the file is please if it is too big to fit? Thanks.

    1 vote
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  17. After adding new users to an item, have an option to only notify new users instead of everyone

    Every once in awhile you may forget to add someone to the distribution list. You then add them. The email is then sent to everyone again rather than just that one person. It would be nice to have a feature to send to just new recipients on the distribution list.

    1 vote
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  18. Filter by Ball In Court on Workflow Tabs

    Any custom tool that has the workflow dropped on it should be able to filter by Ball in Court not assignee since there is no assignee. Looks like you already did this for Submittals so it shouldn't be too much extra work to get this functionality.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Enable CSV Export for Change Orders

    I would like to be able to do a buyout report like the one available for the Prime Contract for change orders or the ability to export the data in change orders (company, value, amount to be committed) in csv/excel format in order to useas a buyout report.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Numerical list at top of page should be Alphbetical

    Instead of the 1,2,3,4, etc at the top of the page, make this list alphbetical. Then you could go to all the companies/people that start with that letter.

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

    Hi Peggy,

    Thank you for your input on making it easier to find people in the directory. The reason that we have the 1,2,3,4 etc. is because we limit the number of people per page to make sure the page will load fast enough.

    Providing the letters could be a good addition and we’ll keep it in mind in the future when we do some work on the directory. In the meantime I hope that the trick of typing a company name in the search box will help you find people faster. Thanks!

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