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. Vista Budget Modification Integration

    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.

    6 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Prime Contract Amount to CO Export Log

    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.

    5 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. Photos: Description and Location (Required or Optional Setting)

    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.

    10 votes
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    0 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  4. Table option within Rich Text and Description Default

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

    19 votes
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    8 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Disable Unit of Measure Functionality

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

    44 votes
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    5 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  6. Vertical Markups (i.e. for Sales Tax, Discounts, Etc.) for Purchase Orders

    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.

    8 votes
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    8 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  7. Portfolio Funding Management

    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.

    14 votes
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    2 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  8. Commitment Settings

    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.

    5 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  9. Bulk Assign permission templates from the project level directory.

    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.

    6 votes
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    1 comment  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  10. Distribution Group Use for Inspection Assignees

    Use distribution groups in the assignees field in inspections.

    9 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. release retainage

    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"

    19 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  12. View current Material stored

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

    6 votes
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    2 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  13. Observations - Add Origin Item Filter

    The client would like the Observations tool to include an origin item filter option, so that it would allow the Observations to note the exact item the Observation originated from. For instance, the client could like to know more than the origin type that recently became available. Instead of just knowing the Observation came from an Inspection, the users want and need to report on which specific Inspection Template the Observation originated from. This filter option should also be enabled in the Reports tool.

    A couple of possible filter options could include:
    Observation > Apply Filter "Inspection Template" > Select…

    10 votes
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    1 comment  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  14. RFI link on drawings bypasses "Permissions" and "Private" settings

    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"!

    12 votes
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    1 comment  ·  Drawings & Specifications  ·  Flag idea as inappropriate…  ·  Admin →
  15. Drag and Drop option from Sharepoint

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

    4 votes
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    0 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. Assign a Procore Certification to Specific user

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

    29 votes
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    4 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Directory - Users Current Project Settings

    The Current Project Settings, where we provide access to projects, in the Directory needs some major updates.
    1. Project Templates should not be included in this list.
    2. We should be able to filter out Post-Construction/Warranty jobs.
    3. Make adding all projects to a user much faster.
    4. Allow us to filter projects by Office/Region and add all.

    As an organization with over 600+ projects managing jobs is tedious and difficult. Having filters would make it much easier, and more accurate, when we need to provide someone like a Safety Director, Area Manager, or otherwise access to all projects in…

    4 votes
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    0 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  18. Clarify Unknowns in Change History

    Currently, secondary or automatic actions taken in Procore populate as "unknown" in the change history tab. If someone takes a primary action in the Company level Directory that creates automatic after-effects, those changes are listed as being made by an unknown entity in the change history tab. An example would be making changes to company level permission templates and then seeing those changes listed as "unknown" in user profiles.

    This is confusing and has the potential to create concern that untraceable actors are making changes in an account. It would be helpful to either outline this "unknown" behavior more clearly…

    6 votes
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    2 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  19. Correspondence Additional Columns

    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.

    11 votes
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    2 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Granular permission for Commitments ‘Email Contract’ button

    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.

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