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Procore

Analytics 2.0

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Procore Analytics 2.0 has 3 guiding pillars of value today and in the future to make a user-friendly product that gives access to all of your data, with business intelligence included. Ultimately, this allows you to quickly access any Procore data you need and gain value from it to make informed, data-driven decisions.  See Getting Started With Analytics 2.0 to begin your journey today.

Key benefits include:
  • User-Friendly
    • Self-Serviceable - Manage Procore Analytics like any other Procore tool
    • Cross Company Access - Easily tie together multiple Procore instances of data with one password
    • New Onboarding - A guided onboarding experience that helps you connect to and use Procore Analytics
    • Easy Data Exploration - Learn about the data that’s available and interact with it live
    • Integrated with Procore - A unified experience in Procore for managing Procore Analytics
  • All Your Data
    • Connectability - Connect to your data across multiple sources, with out of the box PA connectors

    • Data Availability (Coming Soon) - Everything you have in Procore, you can pull out of Procore 

    • Purpose Built Model - A business semantic model built by domain for reporting and analytics
    • Bulk Data Extract - All your data is extracted quickly, you choose when you pull it
    • Data Reliability - Your data is monitored for accuracy and completeness
  • Business Intelligence
    • Intelligence Included - New data tables and fields that turn data into information you can act on
    • Predictive Analytics Included - Understand what is likely to happen in the future
    • Power BI Reports Included - Power BI Reports with data relationships, KPIs, measures, and visuals

 

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Quick Links

Using Procore Analytics 2.0, you can view and interact with Procore Analytics data using our out-of-the-box Power BI reports.  You do this either within your own environment or using the Procore Analytics embedded app. Procore Analytics reports integrate your company's Procore data using Power BI, providing you with deep insights on various statistics and trends within and across your Procore projects.

Features
  • Quickly access the most important reports directly from Procore.
  • Enable enterprise-grade reporting and analytics with fully interactive visuals and drill-downs.
  • Showcase data insights from Procore and custom reports that combine different data sources.

For a list of all the available Analytics 2.0 reports, see Analytics 2.0 Report Pages.

Getting Started with Procore Analytics 2.0
 

Getting Started with Procore Analytics 2.0 (Open Beta)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Learn which user permissions are required to take the described actions in this tool.

 

Permissions

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 

 Note
Action None Read Only Standard Admin Notes

Add Custom Views 

 Web

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Configure A Custom Budget Report

 Web

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Generate A Data Token

 Web

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  • Users with 'Admin' level access to the Analytics tool can grant additional users access to the Analytics tool. 
  • 'Admin' level permissions give users access to data for all tools and projects (except certain data marked as private, such as correspondences).

 

Below are the notable changes to Procore Analytics 2.0. 

Recent Changes

Procore Analytics 2.0 custom budget report is now available (11/09/2024)

The Procore Analytics 2.0 Financials Budget Report is now available for customers. This report integrates various financial aspects of project management, helping users track and analyze budget performance in detail. See About Procore Analytics 2.0 to learn more.

Procore analytics 2.0 now available for new and existing customers (09/23/2024)

Analytics 2.0 is designed to provide deeper insights into project performance and outcomes. Analytics 2.0 introduces several enhancements and new features aimed at improving data accessibility, accuracy, and usability. See About Procore Analytics 2.0 to learn more.

Procore Analytics 2.0 is now available in open beta (07/17/2024)

Existing Procore Analytics customers can now join the open beta for Analytics 2.0. Analytics 2.0 is our new and improved Analytics solution offering many enhancements customers have requested. See About Procore Analytics 2.0 to learn more.

 

Below are the notable changes to Analytics 2.0 Power BI Reports.

Recent Changes

bug fixes and Report updates (12/17/2024)

  • All Reports
    • Removed some report parameters and standard source queries for performance, errors, and clarity
  • All Reports 
    • Reintroduced some missing drills through filters from Procore Analytics 1.0
  • Procore Financials Budget (Custom) 
    • Updated queries to remove redundant parameters and source queries
    • Updated dynamic data type change to properly account for percentage data types
  • Procore Financials Budget 
    • Added Budget Comparison 
  • Procore Owner and Procore Financials Budget
    • Added Advanced Forecasting 
  • Procore Financials - Subcontractor Reconciliation 
    • Fixed a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore 

bug fixes and Report updates (11/04/2024)

  • All Reports
    • Fixed bugs with various URLs
    • Removed HTML tags in some description columns to display better in Power BI
  • Procore Daily Logs 
    • Added 'Attachment Details' visual to the following pages: Construction, Delays, Deliveries, Manpower, Notes
  • Procore Adoption Report 
    • Various bug fixes

bug fixes and Report updates (10/14/2024)

  • Procore Project Management 
    • Added Schedule ToDos and Schedule ToDo Gantt pages
  • Procore Quality & Safety 
    • Fixed tooltips for TRIFR Analysis

bug fixes and Report updates (10/07/2024)

  • Procore Financials Budget 
    • Various bug fixes and formatting changes
  • Procore Quality & Safety 
    • Various bug fixes and formatting changes
  • Procore Project Management 
    • Various bug fixes and formatting changes 
  • Procore Actions Plans 
    • Various bug fixes and formatting changes
  • Procore Daily Logs 
    • Various bug fixes and formatting changes
  • Procore Adoption
    • Uploaded report to Analytics
  • Procore Design Coordination 
    • Uploaded report to Analytics