View Company Insights

Beta iconprocore insights availability

Company Insights can be accessed by opting into the new Procore Home Open Beta experience through Procore Explore for customers on eligible plans with Insights entitled in the US, CA, UKI, ANZ, and MENA regions.

Objective

To view Procore Company Insights.

Background

Company administrators can view company level insights from the Portfolio Overview (Beta) page to help solve issues related to underutilized data in their construction projects.

Things to Consider

Steps

Note icon Note

Procore leverages customer data to enhance the accuracy of Procore Insights. The usage data and the resulting insights models are strictly confidential and are not shared with other Procore customers or used to train or enhance any third-party products or services. However, insights may generate similar responses for different customers when they encounter similar prompts or requests.

  1. Navigate to the Project tool of your choice.

  2. Procore Insights displays in the right side panel.
    insights-company-level.png

  3. Click the vertical ellipsis icon-ellipsis-vertical.png to do the following:

    • Share - Download the insight as a PDF.

    • Support Center - View Procore's product support area.

    • Provide Feedback - Provide feedback about your experience.

  4. Click Go to Report to view a prebuilt report template for more detail about the insight data included in the calculations for the project.

  5. Click Create Entry to go to the tool associated with your insights.
    Note: The options displayed depend on the type of insight you are viewing.