About Procore Insights

Key Features of Project Insights Include:

• RFI Response Time

• Submittal Response Time

• Submit Daily Logs

• Pending and At Risk Submittals

• RFI Trends

• Spend on General Conditions

This insight shows the average industry response time for RFIs, your company’s average RFI response time historically based on your past projects, and your current project’s average RFI response time. Additionally, you can see a breakdown of Assignees and their average response time, as well as your current contract requirement for RFI response time. Lastly, the Quick Insight area lets you see the performance of your project against the industry's average response time. See How is Average RFI Response Time calculated?

This insight shows you the average industry response time for submittals based on your project type and size, the company’s average submittal response time historically based on your projects, and your current project’s average submittal response time. Additionally, you can see a breakdown of Assignees and their average response time. Lastly, the Quick Insight area lets you see the performance of your project against the industry's average response time. See How is Submittal Response Time calculated?

This insight provides a comprehensive overview of the timeliness and completion of daily logs on your project. From this insight card, you can access a prebuilt Daily Log report or directly navigate to the Daily Log tool to create daily log entries. A data-driven best practice recommendation is also included to empower you to submit a daily log each working day to reduce project risks. See How is the Submit Daily Logs insight calculated?Note: Weather, photos, and timecard entries are excluded from these metrics.

The Pending and At Risk Submittals insight is designed to provide comprehensive visibility into the status of submittals within a project. This feature empowers you to monitor the progress of your submittals by viewing which are on schedule, which may require intervention, and those at risk of becoming overdue. This insight includes two key sections: submittals by stage and number of submittals by due date.

'This Project's Submittals by Stage' enables users to understand where each submittal currently stands in its lifecycle and helps identify any potential bottlenecks. This section includes five stages:

• Draft - Submittals that have not yet begun the review workflow.

• Pending Submission - Submittals that have entered the review workflow and are awaiting action from the 'Submitter.'

• External Review - Submittals under review by an external approver, such as an architect or engineer.

• Internal Review - Submittals under review by an internal team member, such as a project manager.

• Closed - Submittals that have completed the entire workflow and are marked as 'Closed.'

'Number of Submittals by Due Date' categorizes submittals based on their due date status, allowing yours to manage time-sensitive tasks effectively. Section details include the following:

• On track - 'The Last Step Due Date' is on or before the 'Final Due Date', indicating the submittal is progressing as planned.

• Paused - The submittal was rejected by an approver and requires attention from the submittal manager to proceed.

• Overdue -The submittal has exceeded its final due date and remains unclosed.

From this insight, you can view a pre-populated report template that shows details on current submittals, their stages, and the responsible party. You can also go directly to the submittals tool within Procore to take action on pending items or make updates to move submittals to the next stage.

This provides visibility into the expected count and types of RFIs on your projects based on project size and type. By offering predictive insights, this feature enables you to take proactive measures before issues arise, helping to reduce cost and schedule risks. You will be prompted to update key project details such as Start Date, Completion Date, Project Type, and Total Value to unlock full access to the insight. Additional sections of this insight include:

• Quick Insight - Displays the two most common RFI topics on the project, based on the specific project type.

• Values by Closeout - Provides a comparison of predicted RFIs for the project by closeout, the average number of RFIs from past projects, and industry averages for similar projects.

• Chart view - Visualizes predicted and actual RFI values, broken down into project completion stages (25% increments). You can hover over each stage to view:

  • Completed Stage (25%): Shows the actual two most common RFI topics for the project.

  • Current Stage (25%): Displays both actual RFI topics and industry-wide common topics for similar project types.

  • Upcoming Stages (25% each): Reveals the most common RFI topics across the industry for similar project types.

• Most Common RFI Topics - Provides a link to the top five RFI topics on the project to date, along with the percentage of total RFIs and a trendline showing when these RFIs were most common. You can also click 'Show more' to see all RFI topics and their associated metrics for deeper insights.
  

This Insight offers a broader perspective, allowing companies to understand their general conditions spending trends across multiple projects.

• Quick Insight: Provides a company-level benchmark such as: "Over the past 4 quarters, general conditions made up an average of 6.5% of each project's budget."

• Percentage of budget allocated to General Conditions for active projects: A line chart visualizing the trend over the Past 4 quarters and Same time the prior year. Hovering over these displays detailed project and budget metrics for specific months.

• Forecast availability: Indicates that predictive insights are available for a subset of projects.

• Actions:

  • Go to Report: Navigates to a company-level report or dashboard related to general conditions spending.

  • Review Spend: Take you to a tear sheet listing projects with financial risk information.

• Risk Tags : Helps users quickly identify and prioritize high-risk areas within their projects. By categorizing insights with High, Medium, or Low risk levels, users can focus on the most critical issues at a glance.