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Procore

Manage Features With Procore Explore

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Objective

To manage the availability of new pre-release, self-serve Procore features using Procore Explore.

Background

Procore Explore is found in the Company level Admin tool. Explore allows you to manage your company's access to some of the new features released to Procore. Right now, features available through Explore are pre-release features.

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions on the Company level Admin tool
  • Considerations
    • Procore Explore presents a terms and conditions agreement that is applicable to all features that can be managed through Explore. The agreement is signed only once by the first Company Admin user to do so.
    • Right now you can view all pre-release programs available through Explore, even if you do not license the tool a given program is tied to, or if it is not yet available in your region or preferred language. Read the feature's description to understand availability. If you are interested in a feature that you are not entitled to please contact your Procore point of contact to discuss further if you would like a demo.
    • Content within Procore Explore is translated into languages other than United States English. Content for each program offering may not be fully translated upon initial launch for enrollment and take up to 7 business days to appear localized.

Steps

Filter Programs

  1. Navigate to the Company level Admin tool.
  2. Select Procore Explore from the Company Settings list.
  3. Click Filters to quickly find and manage specific programs within Procore Explore.
  4. Filter options include:
    • Programs available for only your account: See only the programs for tools you are entitled to.
      Note: Programs for tools that you do not own will appear with the 'Upgrade to Access' status and 'Contact Your Account Manager to Learn More' in the detailed description of the program. If you are interested in a feature you are not entitled to, please contact your Procore point of contact to discuss further.
    • Tool: Filter by a specific Procore tool.
    • Program Stage: View programs by their pre-release stage (e.g., Pilot, Closed Beta).
    • Enrollment Status: Check your enrollment status for different programs.

Join a Program

  1. Navigate to the Company level Admin tool.
  2. Select Procore Explore from the Company Settings list.
  3. If it has not yet been done, agree to the terms and conditions. Read the terms and conditions and mark the checkbox indicating you understand and agree to the terms of service. You can download the agreement for future reference.
    Note: The terms and conditions agreement is signed only once for a company's Procore account, and is applicable to all features available both currently and in the future through Procore Explore.
  4. View the list of available features, or search and filter to narrow down to those that you want to explore.
  5. Click Details to learn about and enable the feature.
  6. Click Join Program to enable the feature.
  7. Select an option to configure your enrollment settings:
    Note: The choices available depend on the program.
    • Apply to company account. This enables the feature for all projects and all users within your company's account.
    • Apply to specific projects. This enables the feature for selected projects. Only users with access to these projects are able to use the program feature.
    • Apply to specific users. This enables the program for selected users across all projects they have access to.
  8. If you choose to apply to specific users or projects, mark the checkbox next to the desired users or projects in the list.
  9. Click Next.
  10. Click Save & Join.
  11. A message appears indicating you have successfully enabled the feature. The screen automatically refreshes, and the status of the feature you enabled changes from 'Available' to 'Joined.'

Update Enrollment Settings

  1. Navigate to the Company level Admin tool.
  2. Select Procore Explore from the Company Settings list.
  3. View the list of available features, or use the search and filter tools to find the program you want to update.
  4. Click Details to see the program description.
  5. Click Settings to view and update your settings.
  6. Select an option to update your settings:
    Note: The choices available depend on the program.
    • Apply to company account. This enables the feature for all projects and all users within your company's account.
    • Apply to specific projects. This enables the feature for selected projects. Only users with access to these projects are able to use the program feature.
    • Apply to specific users. This enables the program for selected users across all projects they have access to.
  7. If you choose to apply to specific users or projects, mark the checkbox next to the desired users or projects in the list.
  8. Click Save.

Provide Feedback About Your Experience With an Active Program

  1. Navigate to the Company level Admin tool.
  2. Select Procore Explore from the Company Settings list.
  3. View the list of available features, or use the search and filter tools to find the program you want to provide feedback on.
  4. Click Details to see the program description.
  5. Click Feedback.
  6. Fill out the feedback form.
  7. Click Submit Feedback.
  8. A banner appears to indicate that your feedback was received.

Exit a Program

  1. Navigate to the Company level Admin tool.
  2. Select Procore Explore from the Company Settings list.
  3. Click Details to see the program description.
  4. To exit the program, click Exit Program.
  5. Provide feedback about your experience, then click Submit Feedback to exit the program.
  6. A message appears to indicate that you have successfully exited the program.