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Procore

Configure Project Insights

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Objective

To configure the project details of your Procore Insights.

Background

Project administrators can access configuration settings from the Insights side panel to quickly update the most relevant fields that impact their Project Insights availability and accuracy.

Things to Consider

Steps

  1. Navigate to the Insights card within the side panel of your project.
  2. Click the gear icon-settings-gear-grey3.png icon to update the following project information:
    Note: Updating these fields automatically updates the details for everyone who can view the insight.
    • Start Date 
    • Completion Date 
    • Project Sector
    • Type 
    • Total Value 
 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, you will manually enter and update this field over time to ensure the insights remain accurate.

Project without Procore Financials
insights-project-without-financials.png

Project with Procore Financials
insights-project-with-financials.png
  1. Click Save. 
    Note: Your insights can take up to 15 minutes to reflect changes.