The Procore Insights pilot brings key insights to our users in the tools where they are most visible and relevant including key financial and RFI insights in Account Home, Project Home, and tool pages. Data presented to the user are based on a company’s historical performance, enabling them to learn from past projects. In the future, we envision delivering many types of insights in this way.
Procore Insights live in Account Home, Project Home, and in tool pages, rather than separately in Procore Reports or Procore Analytics. This allows customers to take corrective action sooner based on insights and risk levels. Procore Insights also includes enriched data and AI-enabled insights that are not available in Procore Reports or Procore Analytics. In the future, we envision this type of data to be shared across tools, but for this pilot this information will only be available in Procore Insights.
The pilot shows two types of insights: general conditions spend insights and RFI insights.
General conditions risk insights are shown to eligible customers with Financial Management tools enabled. Users will be able to see how their actual and forecast general conditions spend compares to benchmarked spend of their previous similar projects. If companies don’t have enough completed projects to show a benchmark, users just see their actual spend chart.
RFI insights are shown to eligible customers with sufficient use of the RFI tool. Users will be able to see the topics and categories of their RFIs so that they can understand what RFIs are most likely to occur in the future on similar projects and/or with the same assignee companies.
Based on eligibility criteria, customers may see both general conditions and RFI insights, one or the other, or neither.
See Getting Started with the Procore Insights Pilot for information on opting in the pilot. Company administrator permissions are required.
A user with company administrator permissions at an eligible company will see a card on the Account Home inviting them to opt in. Once they click ‘Join the pilot’ a modal displays asking them to agree to the participation agreement. They are also asked if they want to allow project administrators to see general conditions insights on their projects or not. Once opted in, insights are available on all eligible projects at the company.
Once a company administrator opts in, all company administrators at their company can see the pilot. During the opt-in process, the company administrator can elect to allow for project administrators at their company to also see the pilot. Permitted project administrators will see the pilot only on projects that they have access to. Project admin users will not have access to portfolio level insights shown on account home, even when given access to project level insights.
Our risk calculator uses historical data from your similar projects to forecast1 your potential to overspend on your general condition funds.
(1) Any forecasts or other insights provided by Procore Insights are for informational purposes only and are not a guarantee that any given event will occur.
To see a benchmark on an active project, a company must have at least two completed projects that are the same project type within the same budget range, and that meet the benchmark project data requirements. The general conditions budgets and spend for those completed projects are used to generate the internal benchmark range. How is project duration determined?
We use the start and end dates fields you defined in the project’s Admin settings. The "Actual Start" and "Projected Finish" dates are given priority, but if either is left blank, then the "Start Date" or "Completion Date" will be used.
To see a benchmark, a project must have at least two completed projects that meet data requirements and are of the same project type and in the same budget range as the project in question. If a project is missing a project type or dates, these fields can be updated on the project level insights, or by batch adding missing information. See How to batch add missing information to ongoing and previous projects. Once project type and/or dates are entered, a project still may not see any insights if there aren’t two completed projects that meet the data requirements.
'Based on' refers to the number of completed projects of the same project type and budget range that an internal benchmark is generated from. If the given project does not have a project type entered, or if there are not two completed projects to form the benchmark, then this will say ‘Unknown’, and no benchmark will be seen.
Cost Codes shows the general condition line items being tracked. The feature first assumes you are tracking general condition line items in divisions 0 or 1 (or 00 / 01) within the Budget tool. If your company does not have a division(s) labeled 0 or 1 (00 / 01), no cost codes will be selected upon first use. To modify and update the cost codes that make up your general conditions, see How to configure the cost codes for General Conditions insights.
Note that if you create or delete, the following cost codes are not included:
We use the start and end dates fields you defined in the project’s Admin settings. The "Actual Start" and "Projected Finish" dates are given priority, but if either is left blank, then the "Start Date" or "Completion Date" will be used.
To unlock more insights on your projects, batch add missing information to ongoing and previous projects. Access this feature by clicking Unlock insights on the portfolio level general condition insights. Or, enter information on a project directly on project level insights. See How to batch add missing information to ongoing and previous projects.
Clicking on the name of the project will open up the project level insight.
The top spending changes are those that have had the largest change in spend from one month to the next, at the cost code level of detail.
Clicking ‘Go to budget’ takes you to the budget page for that project, filtered to their general conditions line items.
Clicking on any of the cost codes takes the user to the budget page for that project, filtered to those specific cost codes.
The insights cards can be hidden by dismissing the tile. Dismissing the insight will permanently remove it from the page dismissed from. The tiles on Account Home, Project Home, and in the Budget tool must be dismissed separately.
Benchmarks are based on projects that are matched by project type and budget range, so if the project type is changed, the benchmark will change or appear/disappear based on the number of matching completed projects of the same type. If project duration is changed, the burn chart will adjust accordingly.
Our machine learning algorithm scans your RFIs and clusters those that are similar. RFI Topics are generated based on the content within the RFI. RFI topics can be thought of as the subject matter of the RFI. Examples of topics include ‘stairs landing tread’, ‘alarm fire smoke detectors’ and ‘paint finish color’. If the RFI doesn’t have enough information to assign a topic, the topic is listed as ‘Unknown’.
RFI categories are the type of question being asked in the RFI. Procore Insights uses word patterns to match your RFIs to one of our predefined RFI categories:
| Category Name | Description |
| Scope clarification | Anytime something may be missing, added, changed or inconsistent in the project scope. |
| Coordination issue | A spatial conflict between two or more NEW elements being installed in the building. If you have a conflict with an existing item it would be an "Unforeseen / Existing Condition" |
| Missing information | Any information that should be available is missing from the drawings and/or specs. |
| Field mistake | An error made while installing something, which now requires guidance from the design team to either approve a fix, or come up with a fix. |
| Constructability issue | A drawing or specification cannot be built as shown, for reasons which are not spatial in nature. If you have a spatial issue it would be a "Coordination Issue" |
| Substitution request | A drawing or spec works as shown, however the contractor is requesting to substitute a product or detail. |
| Unforeseen/Existing Condition | A condition is discovered in the field which was not shown or designed in the drawings. |
| Unknown | Any RFI that we can’t match to a category will be labeled as unknown. |
RFI insights shown are based on the group of RFIs included in the fitler set. To change or apply filters, click ‘Filter’ on the upper left. You can filter by assignee company of the RFI, project type, RFI topic, RFI category, and/or project name. Once you’ve made your filter selection, click ‘Apply filters’. You can see the filters that have been applied on the top of the page.
The based on section indicates the number or projects, project types, RFIs and assignee companies included in the set of RFIs included in the filters that you have applied. Click ‘view projects’ to see the projects (number, name, and type) that have been included.