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Procore

Insights

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 In Beta
This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.

Procore Insights provides data-driven solutions to improve project efficiency and risk management in Procore. With clear call-to-actions, you can better manage and mitigate project risk. These insights also enable you to easily track project behavior and gauge project health.

Procore Insights is currently available on the Project Overview so you can quickly take action on high-priority items.

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 In Beta
This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.
 

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About Insights
Insights (Pilot)

Learn which user permissions are required to take the described actions in this tool.

 Important

Permissions to view all Insights are given by assigning permissions to the Project level Admin tool.

Insights Permissions

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

View Project Insights 

 Web

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  • Permissions to view tool-specific Project Insights are also available to users with 'Admin' level permissions to the respective tool
  • Example: An RFI Admin will have RFI Insights available to view even if they do not have Project or Company Admin level permissions.

Configure Project Insights

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Insights pilot Permissions

Action None Read Only Standard Admin Notes

Opt-in to the Procore Insights pilot (Company level)

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View general conditions insights on account home (Company level)

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View general conditions insights on project home and budget (Company and Project levels)

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View general conditions insights (Company and Project levels)

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Change permission settings on insights (Company level)

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Dismiss insights card (Company and Project levels)

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View RFI insights on account home (Company level)

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View RFI insights on project home (Company and Project level)

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View RFI insights (Company and Project level)

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 In Beta
This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.

Below are the notable changes to Procore Insights. 

Recent Changes

pending and at risk submittals insight now available (11/14/2024)

Procore has introduced the 'Pending and At Risk Submittals' predictive insight on the Project Overview page. This feature enhances project efficiency by improving visibility into Submittal progress and offering actionable insights to keep Submittals on track, facilitating smoother workflows and timely completions. To learn more, see About Procore Insights.

Updates to the Insights tool (10/14/2024)

Procore has introduced the 'Your Upcoming RFIs' predictive insight on the Project Overview page, enhancing project management capabilities for general contractors. This feature allows users to anticipate RFIs relevant to their current and upcoming project stages, identify common RFI topics, and take proactive actions by creating or viewing RFIs and accessing detailed reports. To learn more, see About Procore Insights. 

Daily log insights permissions update (08/23/2024)

Procore has updated the permissions for the Submit Daily Logs predicative insight, making it accessible to Owners and Subcontractors, in addition to General Contractors. The Submit Daily Logs insight now allows broader access, enhancing collaboration and transparency across different roles. To learn more, see About Procore Insights. 

new submit daily logs insight (07/18/2024)

The Submit Daily Logs insight is now available within the Project Overview experience. This insight provides a comprehensive overview of the timeliness and completion of daily logs on your project to help you identify potential risks that may impact your projects. See About Procore Insights to learn more. 

New Procore Insights for New Customers (06/10/2024)

New Procore Insights are now available within the Project Overview experience. This feature enables users to identify potential risks that may impact their projects, allowing them to take corrective action promptly. See About Procore Insights to learn more.