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Procore

Configure and Customize Insights

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Background

Project administrators can access the 'Project Details' menu and quickly update the most relevant fields that impact Insights availability and accuracy. All users with access to at least one insight can access the 'Customize' menu and quickly hide, show, and reorder all available insights.

Things to Consider

Steps

Configure Project Details

  1. Navigate to Insights within the side panel of your project.
  2. Click the gear icon-settings-gear-grey3.png icon and select 'Project Details' to update the following project information:
    Note: Updating these fields updates the details for the entire project.
    • Start Date 
    • Completion Date 
    • Project Sector
    • Type 
    • Total Value 
  3. Click Save. Note: Insights can take up to one hour to reflect changes made to project details.
Important

The Total Value field varies based on the setup of your Procore Financials products. For example: 

  • If you have Procore Financials enabled, the data pulls from Procore Financials with specific calculations based on how you use your financial products. The two options are based on:
    • The sum of all Prime Contracts and approved PCCOs
    • The sum of the original budget + approved budget modifications/changes + approved PCCOs
  • If you do not have Procore Financials enabled, this will pull from the 'Total Value' field in the project Admin settings. This field should be updated as the project value changes to ensure the insights remain accurate, as some benchmarks may rely on the project value to group with similar projects.

Customize Project Insights

Reorder Insights
  1. Navigate to Insights within the side panel.
  2. Click the gear icon-settings-gear-grey3.png icon and select 'Customize'.
  3. Click the reorder icon-reorder-grip.png icon to reorder how your insights appear in the side panel.
  4. Click Apply.
Show or Hide Insights
  1. Navigate to Insights within the side panel.
  2. Click the gear icon-settings-gear-grey3.png icon and select 'Customize'.
  3. Click the view icon-eye-show.png icon to show or or hide your insights in the side panel. customize-project-insights.png
  4. Click Apply.

Edit Benchmark Type and Set Custom Targets

  1. Click the caretdown-caret-iconicon to view Benchmark settings.
  2. Select from the following options:
  • Industry Benchmark
  • Set Target
  • Set Target & Industry Average
  • No Benchmark

3. Click Apply.