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Procore

View Project Insights

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 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.

Objective

To view Procore Insights on the Project Overview page.

Background

Company and Project administrators can view insights from the Project Overview page to help solve issues related to underutilized data in their construction projects.

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. Procore Insights displays on the side panel.
     Note
    Procore leverages customer data to enhance the accuracy of Procore Insights. The usage data and the resulting insights models are strictly confidential and are not shared with other Procore customers or used to train or enhance any third-party products or services. However, insights may generate similar responses for different customers when they encounter similar prompts or requests.
  4. 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.
  5. Click Go to Report to view a prebuilt report template for more detail about the insight data included in the calculations for the project.
  6. 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.