It would be helpful if there was an option within the Budget Modification tool to allow it to integrate to Vista Viewpoint on the budget (phase code) side as well as the contract (SOV) side.

Many clients require an updated SOV and the using the current tools at hand this is a 3-step process (1-issue commitment CO, 2-create budget modification in Procore, 3-create identical budget transfer in Vista for SOV side). Please consider this option to make it a 1 or 2 step process.

From the Prime Contract Change Order tab, add the total Prime Contract Value (original) to the Export CO Log as a PDF option. This would give a full summary of the Prime Contract including all PCO's and PCCO's.

One of our photo documentation requirements is to add a description and location (once locations have been created) to each photo uploaded to Procore.

This allows stakeholders to quickly identify the subject of the photo. Photos without a description can easily fall into the adage "A photo is worth a thousand words.", which can be distracting or confusing.

The ability to toggle a required or optional setting for photo descriptions and/or locations would help alleviate this problem.

they require a Create Table option within the Descrirption defeault or Rich Text Field

Having the ability to disable the Unit of Measure feature when inputting costs. This new feature is cumbersome and tedious.

Need to be able to add vertical markups to purchase orders (i.e. to apply Sales Tax, Discounts, etc.). It's hard to believe that Procore's commitments tool cannot handle these types of line items on purchase orders. Currently, we are forced to do a manual calculation and then add a line item to include these common items in a purchase order. This should work no differently than vertical markups do on subcontracts.

Owner clients that manage funding at the portfolio/program level need to track funds that can then be allocated/applied down to individual projects. As funds are applied to projects, client would then be able to report on remaining funds at portfolio/program-level. Solution would need to support multiple program-level funding sources, if an owner sources funding from a variety of sources like outside equity, bonds, in-house capital, etc.

We would like to see an attachment section added to the Configuration Settings of the Commitments tool. We have quite a few projects that are Tax Exempt that we have to include documentation for each commitment. It would be nice to attach the docs in settings and have them automatically added to each commitment. It would be a huge time saver.

We need to be able to bulk assign/edit assigned permission templates from the project level directory. This will allow us to edit a large list of users for a specific project.

Use distribution groups in the assignees field in inspections.

Retainage Release entered by a Subcontractor should go through an approval step by the Contractor before taking effect on an invoice. Otherwise it may go unnoticed, which is contrary to typical contract language in standard agreements. See https://help.aiacontracts.org/instructions_a401-2017/, article 11.1.8.2 "A provision for reducing retainage should provide that the reduction will be made only if the Contractor judges that the Work is progressing satisfactorily"

Wanting to be able to see value of "Materials stored" without having to view each invoice

Published RFI's on drawings are accessible by any user that has "Read Only" or higher permissions on the drawing tool. this allows a user with permissions of "NONE" on the RFI tool to read the RFI questions and the "Official Response" in the popup on the drawing. They can also download attached PDFs from the popup.

This includes RFIs marked as "Private"!

Drag and drop option from Sharepoint instead of housing files on Drive then dragging and dropping.

Have the ability to assign users to a specific certification chosen by an Admin user

Ability to include additional columns within the Correspondence and search, filter and sort by all fields would be a great function to be developed in the new tool.

This would really help Admins that would like ‘Standard’ users to have the ability to complete all tasks as normal. However, not have access to this button.