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Procore

Prerequisites

Outlook Add-in Requirements

 

 Important
For Outlook add-ins to load and function properly, there are a number of requirements for both the servers and the clients. Note that both the client and server requirements must be satisfied in order for the Procore for Outlook Add-in to work correctly.

Procore Tools

The following Procore Tools are required in order to use Procore for Outlook.

  • Documents
  • Observations*
  • Photos*
  • RFIs*
  • Tasks*
  • Correspondence*

*Not required but integration has workflows that interact with the tool.

Permissions

The following permissions are required to use Procore for Outlook.

  • Standard permissions on the Documents tool
  • Standard permissions on the Emails tool

Subscriptions and Licensing

  • Active Procore account
  • Outlook on Windows (connected to Office 365)
  • Outlook for Mac (connected to Office 365)
  • Outlook on the Web (Office 365)
  • Outlook 2013 SP1, 2016, 2019 on Windows
  • Outlook 2016, 2019 for Mac
  • Any of the above Outlook clients connected to Exchange 2019 on-premises