Overview

Interact with your construction project directly through Microsoft® Outlook

Streamline your project communications by enabling your team members to use Microsoft Outlook to forward email content and file attachments to Procore, as well as create RFI's from Outlook emails. With Procore for Outlook you can forward emails you receive in Outlook directly to your project in Procore. You can also send file attachments in Outlook emails directly to the Documents tool in Procore. Streamline your processes by creating RFI's in Procore directly from emails in Outlook.

FEATURES

  • Forward emails you receive in Outlook directly to your project in Procore.

  • Upload file attachments from Outlook emails to the Documents tool in Procore.

  • Quick Create RFI's, Observations, Tasks, Change Events, and more in Procore directly from emails in Outlook.

  • View and access My Open Items in Procore from Outlook.

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Prerequisites

Outlook Add-in Requirements

Important icon Important

For Outlook add-ins to load and function properly, there are a number of requirements for both the servers and the clients. Note that both the client and server requirements must be satisfied in order for the Procore for Outlook Add-in to work correctly.

Procore Tools

The following Procore Tools are required in order to use Procore for Outlook.

  • Documents

  • Emails

  • Observations*

  • Photos*

  • RFIs*

  • Tasks*

  • Correspondence*

*Not required but integration has workflows that interact with the tool.

Permissions

The following permissions are required to use Procore for Outlook.

  • Standard permissions on the Documents tool

  • Standard permissions on the Emails tool

Subscriptions and Licensing

  • Active Procore account

  • Outlook on Windows (connected to Office 365)

  • Outlook for Mac (connected to Office 365)

  • Outlook on the Web (Office 365)

  • Outlook 2013 SP1, 2016, 2019 on Windows

  • Outlook 2016, 2019 for Mac

  • Any of the above Outlook clients connected to Exchange 2019 on-premises