Tara Alsip

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  1. 39 votes
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    Tara Alsip commented  · 

    having a bidding information tab in the directory is all well and good, except that much of the information is not visible when in the bidding tab and actually determining which companies to add to the invitation list. much of what i use to determine who to invite is not included in your standard checklist. I typically do not have time to open each invitee's contact page to view the bidding information before i need to send it out since we are typically on such tight timelines with bids as it is. I need to be able to see the list of previous projects invited to and the comments section of the bidding tab to be able to make informed decisions and not call the same providers over and over only to be told the same thing over and over "project too big for us" or " we are not providing new bids till fall because we're too busy" etc.

  2. 44 votes
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    Hello,

    Thank you for your feedback! Required Fields is only temporary until the release of Default Project Stages in the new Construction Volume Experience, which will only require the fields for projects in Course of Construction, Post-Construction, or Completed stages. For more information, please see the following support articles:

    https://support.procore.com/product-releases/new-releases/admin-new-required-fields-for-project-information,

    https://support.procore.com/product-releases/new-releases/admin-default-project-stages

    Thank you for your patience and feedback!

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    Tara Alsip commented  · 

    requiring total value, start date & completion date on projects in Preconstruction or Bidding is unrealistic. Many of these projects will change in scope or be awarded to other companies and will need to be changed or archived before this should ever be needed. Trigger it to need completion before contracts are issued maybe, but not when we are simply dropping in drawings and sending bid invitations. A lot of the time we have zero clue on this information at that time anyway.

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  3. 74 votes
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  4. 1 vote
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  5. 35 votes
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    Thank you for your feedback around the recent design changes. We will continue to monitor and understand how we might be able to represent the contents of files/folders inside a folder in a faster, more clear way.

    For a brief description of the changes and benefits that come with this change, please reference this post: https://support.procore.com/product-releases/new-releases/documents-visual-redesign-of-the-documents-tool

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    Tara Alsip commented  · 

    Losing the + AND the clear file info (ie permissions, etc.) has made this change a step back rather than a step forward. Please give us our time back by rolling back these changes.

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  6. 8 votes
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    Tara Alsip commented  · 

    Really need a way to email ALL current drawings across ALL areas IN ORDER when desired. Having to send multiple emails from the drawings tool to get the drawings in some logical order or emailing them all at once from the email too but in some messed up random order are not the most professional options.

  7. 121 votes
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    Tara Alsip commented  · 

    Allow users to log in under their own company (or other chosen company) as default. If they choose to they can switch after logging into the system.

    It is unreasonable for users to have to scroll through a drop-down box of companies every single time they log in. If it is irritating for me as a GC, I cannot imagine how irritating it is for a subcontractor working for multiple GCs, especially if they also have their own Procore contract.
    The constant request for current users to refer other companies to Procore means more and more users will face the issue of having to "choose a company" every single time they log in. Our only recourse of requesting to be removed/inactivated from another's list is to potentially lose work because we've been inactivated and no longer show up as an available bidder. This change needs to be implemented and is more important than any future referrals.

  8. 54 votes
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    Tara Alsip commented  · 

    this is also an issue in submittals, and specifications, and the directory......

  9. 19 votes
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    The status of this idea has changed from “Unlikely to Implement” to “Reviewed- Not Prioritized for Development” because the previous status of “Unlikely to Implement” has been deprecated. We found through feedback that some of our previous statuses were not as descriptive as we intended them to be so we have updated them. We hope that these new statuses will offer more insight to our clients regarding the actual standing of your feedback. Thanks!

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    Tara Alsip commented  · 

    The most common way to add an individual contact is from within a specific project. However, when a permission template is assigned during that add, it does not carry over to the company directory and thus creates double work to go back to the company directory to add the template. At a very minimum, allow a check box or something to approve the permission template used at the time of adding to a project directory may be used as the default permission template for the individual in the company directory. I"m spending an hour or more a month going back through the company directory to ensure every contact has a permission template assigned. Totally wasting my time when it could be marked/kept/assumed from the addition of the individual through the project directory.

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    Tara Alsip commented  · 

    when adding a user from within the project, make sure the permissions template that is indicated gets transferred back to the company directory along with all the rest of the information. This should be default and if any changes need to be made on a per-project basis let that be the exception. It takes too much time to add a user and then have to go back and either correct their permission template in the company direcctory because it didn't transfer or go to the project directory and add them to the project. It's double work no matter how you do it.

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  10. 50 votes
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    Tara Alsip commented  · 

    I need to get a notification immediately when an invited bidder selects their intent to bid (will/will not). Especially the "Will Not". If I have called the bidder a week before the bid and they were undecided or had said they would look at it and then they changed their mind and changed it to will NOT bid - I have no way short of reviewing the list a few times a day in hopes that I will notice the few that change. This is a huge waste of resources during a bid. And will potentially leave us with a hole in OUR proposal so we cannot even submit a bid and then all the time we've spent to that point is a costly waste. We get emails when the status changes from unsubmitted to submitted - we should be able to get an email when the intent changes from undecided to Will or Will not bid. Please reconsider the "not prioritized for development" status of this item.

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  11. 10 votes
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  12. 313 votes
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  13. 21 votes
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  14. 27 votes
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  15. 2 votes
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  16. 61 votes
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  17. 9 votes
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    Tara Alsip commented  · 

    We need to be able to copy cost codes from other projects just the same way we can copy directories from other projects. if this is not possible and we MUST use the import template then the csv export needs to be in the same format as the import template. It takes longer to fix the template than it does to hand type the data in the first place.

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    Tara Alsip commented  · 

    if we cannot copy cost codes from one project to another then PLEASE when we export the cost code list to CSV, at least format it so that we can easily copy it to the Cost Code import template. as is, it is easier to just hand type them all from scratch.

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    Tara Alsip commented  · 

    there REALLY needs to be a quick and easy way to copy cost codes from one project to another just like we can copy directories from one project to another.

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  18. 3 votes
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    Tara Alsip commented  · 

    when in the bidding module looking at the bid list. if I interact with a bidder in some form or fashion (submitting on behalf of a bidder, reviewing a bid, etc.) DO NOT force me to locate the page again. When I am done with the record i want to be back in the list AS I WAS. I do not want to have to collapse categories, I do not want to have to scroll through pages of bidders - I want to go back right where I started.

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  19. 165 votes
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    Tara Alsip commented  · 

    There needs to be read receipts on emails, both within the email tool AND within other tools. For example: if Procore workflow follows a submittal from sub to architect and back to sub, then it needs to verify for the contractor that the sub received the final, distributed submittal. Read Receipt would be how it was done in outlook.

    MailChimp has the ability to tell me exactly who, where, and when an email I sent was opened. Should not be too hard to add it to Procore.

  20. 26 votes
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    Tara Alsip commented  · 

    Put the "TO" Company name in the preview list in the emails tool. There is plenty of room next to the "from" contact name.

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