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Procore

Access Company Insights

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procore insights availability

Project and Company Insights are available in US, CA, UKI, ANZ, and MENA regions for customers on eligible plans with Insights or with purchase of Procore Analytics.

Objective

To access Procore Insights at the company level.

Background

Procore Insights help users identify risks, understand performance, and discover critical patterns automatically. Accessible from any company-level page's side panel, Insights allow anyone with access to view them. Company Insights are designed to provide visibility across all projects in your portfolio, offering a complete perspective at the company level rather than focusing on individual or selected groups of projects.

Things to Consider

Steps

  1. Navigate to the Project tool of your choice.
  2. Procore Insights displays in the right side panel.
    insights-company-level.png
  3. Click the vertical ellipsis icon-ellipsis-vertical.png to do the following:
    • Share - Download the insight as a PDF.
    • Support Center - View Procore's product support area.
    • Provide Feedback - Provide feedback about your experience.
  4. Click Go to Report to view a prebuilt report template for more detail about the insight data included in the calculations for the project.
  5. Click Create Entry to go to the tool associated with your insights.
    Note: The options displayed depend on the type of insight you are viewing.