Procore, easier than you would think
May 21, 2019
Procore, easier than you would think
Manager in Product ManagementConstruction Company, 11-50 employees
Score 10 out of 10
- Project Management
- Quality & Safety
Overall Satisfaction with Procore
We use Procore across our organization to collaborate with our subcontractors, employees, and clients by way of sharing the current version of the project drawings, documenting, distributing and tracking issues (observations), RFIs, punch list items, and submittals. Our clients especially like the photos tool, which automatically uploads our daily project photos, and notifies the clients so they can see real-time progress.
- The Request for Information (RFI) tool is invaluable to document, distribute and track project questions and responses. The ability to select an official response(s) to distribute to the team means they quickly see the final answer and don't have to wade through the entire conversation.
- The drawings tool is the most important and frequently used, to make sure all team members and subcontractors have easy access to current drawings with the ability to see previous versions, markups, and links to things like RFIs. The ability to place markup bubbles and links to RFIs, observations, etc on the live set of drawings, allows us to call attention to changes that are in progress, so workers in the field can easily see a change is happening before proceeding with work that might be affected by the change.
- The Photos tool allows us to document daily progress, and automatically uploads the photos and notifies subscribed users, such as our clients, architects, and designers, who can view the photos to see real-time progress.
- The submittals tool is overly complicated and could benefit by having the option to select an advanced or basic view. Also, a pop-up pointing to the drop down submittal status needing to be changed for it to actually be submitted would greatly help our less familiar users.
- A simplified reports creation tool is desperately needed. Some of the canned reports are nice, but it would be nice to be able to easily tweak them rather than have to create a report from scratch, which can take a very long time, and is frankly hard to navigate and understand.
- Some drop-down menus, such as to select subcontractors in the punch list tool, allow the user to start typing, and then the menu filters the results, while other menus, such as the trade drop-down menu, does not support this functionality. All menus in all tools should support filtering while typing.
Procore's cloud-based access allows us to easily communicate between out-of-state architects/engineers and traveling clients. Having access to the live set of current drawings, RFIs and Submittals, makes it easy for this communication to occur, even across multiple time zones, as we are all looking at the exact same information in the same format.
- Procore has significantly increased the efficiency of distributing and receiving answers to RFIs. No longer are loose emails "lost" in a recipient's inbox.
- We used to have to copy and paste email correspondence into a lengthy excel spreadsheet to track RFIs and communications. With Procore, that record keeping is automatic.
- Gain visibility into projects
- Ensure information is accessible and up to date
- Document job site conditions
- Report on incidents and inspections
- Track cost impacts from the field
- Streamline financial reporting
- Improve forecast accuracy
The relative ease of searching for past information and issues contained in the Project Management and Quality and Safety modules along with reusable templates help us maintain consistency across our projects. It also provides a bit of CYA, allowing us to go back to see project and issue status throughout the project.
Having moved from a manual record keeping process using Excel, I can say that the transition to Procore was much easier than anticipated, especially since I made the switch in the middle of a 2-year project.
Procore is great for project management tasks, such as for creating, collaborating and distributing RFIs to the design team. The Observations (issues), and punch list tools allow me to create, track and collaborate with our subcontractors and employees, to help prevent these miscellaneous items from falling through the cracks. In addition, the ability to create links to RFIs, observations, etc. on the project drawings (within the drawings tool), calls attention to important items that could get passed over by workers in the field, who primarily use the drawings tool.
Procore Feature Ratings
Plan distribution & viewing
Plan markups & sharing
Issue tracking & punchlists
Collaboration & approvals