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Procore

About Procore Insights

Overview

 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.

Considerations

  • Procore Insights is currently only available for customers using the new Project Overview.

Details

Key Features Include:

Average RFI Response Time

This insight shows the average industry response time for RFIs, your company’s average RFI response time historically based on your past projects, and your current project’s average RFI response time. Additionally, you can see a breakdown of Assignees and their average response time, as well as your current contract requirement for RFI response time. Lastly, the Quick Insight area lets you see the performance of your project against the industry's average response time. See How is Average RFI Response Time calculated?

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Average Submittal Response Time

This insight shows you the average industry response time for submittals based on your project type and size, the company’s average submittal response time historically based on your projects, and your current project’s average submittal response time. Additionally, you can see a breakdown of Assignees and their average response time. Lastly, the Quick Insight area lets you see the performance of your project against the industry's average response time. See How is Average Submittal Response Time calculated?

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Submit Daily Logs

This insight provides a comprehensive overview of the timeliness and completion of daily logs on your project. From this insight card, you can access a prebuilt Daily Log report or directly navigate to the Daily Log tool to create daily log entries. A data-driven best practice recommendation is also included to empower you to submit a daily log each working day to reduce project risks. See How is the Submit Daily Logs insight calculated?
Note: Weather, photos, and timecard entries are excluded from these metrics.
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Pending and At Risk Submittals

The Pending and At Risk Submittals insight is designed to provide comprehensive visibility into the status of submittals within a project. This feature empowers you to monitor the progress of your submittals by viewing which are on schedule, which may require intervention, and those at risk of becoming overdue. This insight includes two key sections: submittals by stage and number of submittals by due date. 

'This Project's Submittals by Stage' enables users to understand where each submittal currently stands in its lifecycle and helps identify any potential bottlenecks. This section includes five stages:

  • Draft - Submittals that have not yet begun the review workflow. 
  • Pending Submission - Submittals that have entered the review workflow and are awaiting action from the 'Submitter.' 
  • External Review - Submittals under review by an external approver, such as an architect or engineer. 
  • Internal Review - Submittals under review by an internal team member, such as a project manager.
  • Closed - Submittals that have completed the entire workflow and are marked as 'Closed.'

'Number of Submittals by Due Date' categorizes submittals based on their due date status, allowing yours to manage time-sensitive tasks effectively. Section details include the following:

  • On track - 'The Last Step Due Date' is on or before the 'Final Due Date', indicating the submittal is progressing as planned.
  • Paused - The submittal was rejected by an approver and requires attention from the submittal manager to proceed.  
  • Overdue -The submittal has exceeded its final due date and remains unclosed. 

From this insight, you can view a pre-populated report template that shows details on current submittals, their stages, and the responsible party. You can also go directly to the submittals tool within Procore to take action on pending items or make updates to move submittals to the next stage. 
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Your Upcoming RFIs

This provides visibility into the expected count and types of RFIs on your projects based on project size and type. By offering predictive insights, this feature enables you to take proactive measures before issues arise, helping to reduce cost and schedule risks. You will be prompted to update key project details such as Start Date, Completion Date, Project Type, and Total Value to unlock full access to the insight. Additional sections of this insight include:

  • Quick Insight - Displays the two most common RFI topics on the project, based on the specific project type.
  • Values by Closeout - Provides a comparison of predicted RFIs for the project by closeout, the average number of RFIs from past projects, and industry averages for similar projects.
  • Chart view - Visualizes predicted and actual RFI values, broken down into project completion stages (25% increments). You can hover over each stage to view:
    • Completed Stage (25%): Shows the actual two most common RFI topics for the project.
    • Current Stage (25%): Displays both actual RFI topics and industry-wide common topics for similar project types.
    • Upcoming Stages (25% each): Reveals the most common RFI topics across the industry for similar project types.
  • Most Common RFI Topics - Provides a link to the top five RFI topics on the project to date, along with the percentage of total RFIs and a trendline showing when these RFIs were most common. You can also  click 'Show more' to see all RFI topics and their associated metrics for deeper insights.

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Common Questions

How are Procore Insights calculated?

Procore Insights aggregate industry, company, and project data in Procore. Statistical and internal machine learning models are applied to the data to uncover trends and make predictions about potential project risks. To better understand how each insight is calculated, see within the Details section of About Procore Insights.

What type of project data is utilized by Procore Insights?

Procore Insights are designed to provide a data-driven approach to track project health and behavior. They aggregate and analyze the time taken to complete certain actions in a workflow rather than the actual contents of that workflow. As an example for insights on RFIs, Procore Insights analyzes the time taken to respond to an RFI versus the actual contents of the RFI.

How do internal machine learning modals leveraged by Insights utilize customer data?

Procore Insights analyzes aggregated and anonymized data to identify patterns and help predict project risks. It focuses on workflow metrics, such as the time taken to complete actions, rather than the specific content of any individual project or document.

What is an industry benchmark?

Industry benchmarks provide a baseline for comparing your company's performance against others in your region (country specific). These benchmarks are calculated using aggregated and anonymized data from a wide range of companies within your country that are using Procore, ensuring that no individual company’s data is directly disclosed or identifiable.

How are Procore Insights different from Procore Reports or Procore Analytics? 

Procore Insights live on the Project Overview, rather than separately in Procore Reports or Procore Analytics. This allows you 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.. 

 

More

 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.