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Procore

Access Project Insights

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Objective

To access project level Insights within Procore.

Background

Procore Insights help users identify risks, understand performance, and discover critical patterns automatically. Accessible from any project-level page's side panel, Insights allow anyone with access to view them.

Things to Consider

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click the name of the project.
  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 View all or Create Entry to go to the tool associated with your insights.
    Note: The options displayed depend on the type of insight you are viewing.