A Document Controllers Review Of Procore Construction Software
April 27, 2018

A Document Controllers Review Of Procore Construction Software

Rosemary Laurence | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Project Management

Overall Satisfaction with Procore

BW still uses many other systems aside from Procore and a web developer has been employed recently to try and bring systems and processes together. Hopefully this will improve with time.
Procore is being used to manage the document control process during the construction phase, touching on the pre-construction phase when the tender information is uploaded into Procore at handover from the estimating team, and touching on the O&M phase at the end of the construction process. Snagging, builders work and site instructions (commercial) are managed using Procore too.


  • RFIs - Requests for information enable users to email responses directly from the notificiation. The RFIs have their own form to complete and enable multiple assignees which is great.
  • Submittals are everything which is great. Information is filtered by the user so the user can see information by type i.e. drawings, samples, RAMS, technical submittals and so on.
  • Documents provides a work space where folders can be created and we use this for the client team to collaborate, the sub-contractors to collaborate and submit their weekly H&S information and weekly reports. The sub-contractor pack containing information and templates for the project can also be communicated by email to anyone on the project. Permissions are easily set per folder as required. BW has it's own workspace which although restricted to BW only, enables information to be emailed out.
  • Email enables anyone to email anyone on the project which is great as this is where the Project Directory is held. It is possible to email a procore email address with important emails and we actually programme the inbound email to the scanner so that our sub-contractors can scan their weekly project documents directly to Procore which helps in cases where they may not have a MFD on site.
  • Drawings are superseded, can be downloaded as one document or individually and the CAD file is aligned to the PDF and the comment. Love it!
  • Specifications whilst taking a little while to set up, enable one to separate large specifications into sections under one division and these can be superseded by current revisions.
  • The Directory works well offering multiple views and filters to get to the information required. All information can be exported to PDF or CSV


  • Notifications driven by the user would be beneficial so that the user can control how many notifications they get.
  • Bulk uploading of submittals i.e. drawings
  • Bulk downloading of submittals i.e. drawings
  • Number sets driven by trade i.e. SIS for Space Interior Systems.
  • A mechanism whereby drawings can be transferred from submittals to drawings when they are approved or reach construction status.
  • A day file: one place showing all the rfis open/closed, submittals open/closed, new drawing revisions and perhaps certain document folders across the project each day
  • a mechanism for sharing documents similar to google drive (live)
  • A daily summary notification as an option to replace the notifications as they happen.
  • For a submittals there should be a field which is is the tech sub spec compliant.
  • submittals - field which says for approval/for construction/for information away from the description which should be the description of the item submitted.
  • Flexible dashboard/home page so users can order the page to suit themselves
  • Assai, Viewpoint, biw and Livelink Opentext
Procore was the system of choice for BW as our sister companies in the US and Australia also use it.

The main difference I notice about Procore compared to other systems I have used is the flexibility of the system in terms of meta data for example.
So our stakeholders are clients, subcontractors, consultants all working from different locations and at different times. Procore can be used at any time and from any location with web access.
Personally I work alot outside of standard working hours and this has benefited me greatly.
Our stakeholders are able to respond either in the documents folder or directly on an RFI or submittal and the information always stays in Procore.
  • I think the biggest benefit is that information pertaining to a project is in one place from all the stakeholders.
  • In terms of saving paper, there is still a certain amount of printing because the culture surrounding the construction industry on site still points to paper however with the introduction of more mobile devices and better syncing this is slowly changing.
  • Less reliance on emails outside of the system is fantastic so less of an issue worrying about information sitting in someone's inbox.
  • Gain visibility into projects
  • Ensure information is accessible and up to date
  • Document job site conditions
  • Report on incidents and inspections
BW is a fit out construction company and Procore is suited to the document control process followed in this scenario whereby a main contractor recruits sub-contractors to carry out work on behalf or a client who may appoint a project manager, MEP consultants and architects. It is extremely flexible and is a web enabled system involving no software.

Procore Feature Ratings

Document sharing
Issue tracking & punchlists
Photo documentation
Jobsite reports
RFI tools
Collaboration & approvals
Mobile app


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