Using Procore for Project Management and Document Control
April 06, 2018

Using Procore for Project Management and Document Control

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Project Management
  • Construction Financials

Overall Satisfaction with Procore

Currently, we do no integration with Procore. All information is either a duplicate or summary of B2W cost tracking. I am not aware of any integration with other software (not counting exports to Excel etc..). I have used the Primavera import function but have not explored its function for a while. When first used it was of little value since it was only one-way communication between the two.
Currently, it is only used for two projects in different regions. It is being used for document control and financial management.
  • The financial module is quite complete and serves all needs for a project. The ability to attach documents to change orders, commitments, etc... is a big plus.
  • The change order creation process is quite complex for typical users. For modifications after a change order for a commitment to be approved requires too many steps (i.e. change status from approved for CO, PCO, etc..) then doing the modification to the SOV and finally going back through approvals.
B2W Software products don't have a strong financial functionality. The change order and tracking process are more robust than Procore. B2W software has no document control functions. The B2W estimating tool is excellent and projects can be transferred to project execution in one step. Setting up a project is much simpler than with Procore. Also, Procore's restriction on the number of projects that can be executed at one time discourages companies from using the tool for smaller projects.
Yes, I have. It is a plus to have the ability to add users without having to purchase additional licenses, especially for users that might only access the system once a week for 15 minutes!
  • Currently, we are only using Procore to meet a specific customer need. It has not saved time but just makes information sharing efficiently.
  • Gain visibility into projects
  • Ensure information is accessible and up to date
  • Streamline financial reporting
No comments
Well suited for projects where document control is important. The system is too slow when project size is significant. So I would recommend it for projects with less than 250 budgeted line items.

Procore Feature Ratings

Plan distribution & viewing
9
Plan markups & sharing
9
Document sharing
9
Issue tracking & punchlists
Not Rated
Photo documentation
9
Jobsite reports
Not Rated
RFI tools
8
Collaboration & approvals
Not Rated
Mobile app
Not Rated