Manage Features With Procore Explore

1. Navigate to the Company level Admin tool.

2. Select Procore Explore from the Company Settings list.

3. If it has not yet been done, agree to the terms and conditions. Read the terms and conditions and mark the checkbox indicating you understand and agree to the terms of service. You can download the agreement for future reference.
   Note: The terms and conditions agreement is signed only once for a company's Procore account, and is applicable to all features available both currently and in the future through Procore Explore.

4. View the list of available features, or search and filter to narrow down to those that you want to explore.

5. Click Details to learn about and enable the feature.

6. Click Join Beta to enable the feature.

7. Select an option to update your settings:
   Note: The choices available depend on the beta.

   • Apply to company account. This enables the feature for all projects and all users within your company's account.

   • Apply to specific projects. This enables the feature for selected projects. Only users with access to these projects are able to use the beta feature.

   • Apply to specific users. This enables the beta for selected users across all projects they have access to.

8. If you choose to apply to specific users or projects, mark the checkbox next to the desired users or projects in the list and click Next.

9. Click Accept & Join.
   A message appears indicating you have successfully enabled the feature. The screen automatically refreshes, and the status of the feature you enabled changes from 'Available' to 'Joined.'

1. Navigate to the Company level Admin tool.

2. Select Procore Explore from the Company Settings list.

3. If it has not yet been done, agree to the terms and conditions. Read the terms and conditions and mark the checkbox indicating you understand and agree to the terms of service. You can download the agreement for future reference.
   Note: The terms and conditions agreement is signed only once for a company's Procore account, and is applicable to all features available both currently and in the future through Procore Explore.

4. View the list of available features, or search and filter to narrow down to those that you want to explore.

5. Click Details to learn about and enable the feature.

6. Review the information in the banner regarding external configuration or data migration requirements.

7. Click Join Now.
   Note: A new browser tab or window opens, directing you to the specific tool's configuration page.

8. Within the tool's interface, follow the prompts to complete the Opt In or Data Migration process.

9. After completing the actions in the tool, return to the Procore Explore tab.
   Note: The status for the program will update to 'Joined'.

1. Navigate to the Company level Admin tool.

2. Select Procore Explore from the Company Settings list.

3. Click Details to see the beta description.

4. Click Settings to view and update your settings.

5. Select an option to update your settings:
   Note: The choices available depend on the beta.

   • Apply to company account. This enables the feature for all projects and all users within your company's account.

   • Apply to specific projects. This enables the feature for selected projects. Only users with access to these projects are able to use the beta feature.

   • Apply to specific users. This enables the beta for selected users across all projects they have access to.

6. If you choose to apply to specific users or projects, mark the checkbox next to the desired users or projects in the list.

7. Click Save.

1. Navigate to the Company level Admin tool.

2. Select Procore Explore from the Company Settings list.

3. Click Details to see the beta description.

4. Click Feedback.

5. Fill out the feedback form.

6. Click Submit Feedback.

7. A banner appears to indicate that your feedback was received.

When a company joins a beta program through Procore Explore, the service terms agreement must be signed. Company Admins can now view who signed the terms and when, as well as audit signatures across different companies.

1. Navigate to the Company level Admin tool.

2. Under 'Company Settings,' click Procore Explore.

3. Locate Service Terms.
   

   

4. If the terms have not been signed for the current company:

   • Click Agree.

   • The system will record the signature.

5. If the terms have already been signed:

   • Click Service Terms to view signature details.

   • The system will display the email address of the signer and the date and time the agreement was signed.

While most features in Procore Explore allow for enrollment and exit, certain pre-release programs (such as those involving new security measures or data model updates) are permanent.

• Warning Banners: Features that cannot be rolled back will display a warning banner during both the pre-enrollment and post-enrollment stages.

• Disabled Exit: For these specific programs, the Exit Program button may be disabled to maintain an optimal experience and prevent data loss.

• Locked Settings: Once joined, enrollment settings (such as specific project or user selections) may be locked and cannot be deselected.

Note: Always review the warning banners within the feature details before clicking Save and Join to confirm if a program allows for subsequent exit.

1. Navigate to the Company level Admin tool.

2. Select Procore Explore from the Company Settings list.

3. Click Details to see the beta description.

4. To exit the beta, click Exit Beta.

   • Budget Beta Users: When the tool's configuration page opens in a new tab, complete the necessary steps within that tool to finalize the exit.

5. Provide feedback about your experience, then click Submit Feedback to exit the beta.

6. A message appears to indicate that you have successfully exited the beta.