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Procore

What are the new Procore Product Categories?

As of September 5, 2019, Procore has replaced its branded Product Lines with unbranded Product Categories. This does not change any product or tool entitlements. However, Quality and Safety has been removed as its own product line, and the current Quality and Safety product and associated tools have been moved under the Project Management category. While Quality and Safety no longer appears as its own section in Procore on the Company and Project tool navigation menus, the associated tools (Inspections, Incidents, Observations, Punch List, Daily Log, and Forms) remain unchanged and are organized under Project Management.


The updated Procore Product Categories are:

  • Project Management: This category includes the same products and tools originally under Project Management. However, for accounts entitled to Quality and Safety, the associated tools (Inspections, Incidents, Observations, Punch List, Daily Log, and Forms) are now part of this category.
  • Financial Management: This category was previously titled Construction Financials, but all tools remain the same.
  • Resource Management: This category was previously titled Field Productivity, but all tools remain the same.
     procore-product-catgeories.png
Why did this change?

As we have been dramatically expanding our product offerings to support additional construction processes and stakeholders, we needed to revisit how we brand, name, and categorize our products.

  • There was confusion with the difference between product lines and products. Product categories allow us to better organize our products and more seamlessly introduce new products and tools.
  • Some product line names were not broad enough. For example, ‘Field Productivity’ made sense for Labor Tracking, but as we build tools for products such as Equipment Management, a category name that could represent multiple solutions (e.g. Resource Management) was important.
  • The names of some of our product lines could be confusing. For example, ‘Construction Financials’ was often confused with an Enterprise Resource Planning (ERP) solution.

The new Procore Product Categories are broad enough to support our products today, and are easily extensible in the future. This change also enables us to add additional categories as we expand into new areas.

Are there changes to the tools within the products?

No, there are no changes to the tools within the products. The only changes are to the names of the Product Categories and Products.

Are there any pricing changes?

No, there are no changes to pricing. 

Where can I see these changes in Procore?

These changes are reflected in the following locations in Procore:
Note: Depending on your permission levels in Procore, some of these items may not be viewable.

Navigation Menu: Company Tools

1.png The new product category names have replaced the old product line names in the tool menu titles.
2.png The product names have been added to the dashboards, and the Quality and Safety dashboard is now located under Project Management.

updated-company-menu.png

Note: The dashboards in the Company Navigation Menu only appear under the following conditions:

  • Project Management Dashboard: The RFIs tool must be licensed and activated in your account.
  • Quality & Safety Dashboard: The Inspections tool must be licensed and activated in your account.
  • Financials Dashboard: The Change Events tool must be licensed and activated in your account. 

Company Admins can verify the tools the account is licensed to on the Account Information page of the Company level Admin tool. If you have questions or would like to enable a tool, please reach out to your Procore point of contact.

Navigation Menu: Project Tools


1.png The new product category names have replaced the old product line names in the tool menu titles.
2.png Any Quality and Safety tools are now located under Project Management.

updated-project-mega-menu.png

 

Company Level Admin Tool: Account Information Page 


1.png 'Tools by Product Line' has been replaced with 'Tools by Product Category' on the Account Information page.
2.png The new product category names have replaced the old product line names in each section. Any Quality and Safety tools are now listed under Project Management.

updated-account-info-page.png

 

Create New Project: Tools Page 


1.png The new product category names have replaced the old product line names in each section.
2.png Any Quality and Safety tools are now listed under Project Management.

updated-project-tools-create.png

Project Level Admin Tool: Active Tools Page 


1.png The new product category names have replaced the old product line names in each section.
2.png Any Quality and Safety tools are now listed under Project Management.

updated-active-tools.png

Project Level Reports Tool: Reports


1.png Report category names have been updated to match the new product category names.

updated-reports.png