Top 10 Issues Preventing You from Getting the Most Value Out of Procore

We’ve worked with countless Procore accounts, and through our experience, we’ve uncovered a consistent set of issues that often hinder businesses from maximizing the value they get from Procore. In this blog, I’ll walk you through the top 10 issues we encounter during our Procore Health Checks, and how you can address them.

Let’s dive in!

What Is a Procore Health Check?

Before we jump into the top issues, let me give you a quick overview of our Procore Health Check process. This is a detailed audit where we:

1. Review hundreds of configuration points in your Procore account.
2. Analyze Procore usage data.
3. Evaluate how Procore is applied in a sample project.

Out of this process, we deliver a comprehensive report with 80 to 120 actionable recommendations. These insights are based on years of experience and a deep understanding of what makes Procore implementations successful.

10. The Office vs. Field Conflict

One of the most common challenges is the disconnect between how Procore is configured in the office and how it’s used in the field. This often results in:

• Too many fields.
• Unnecessary or irrelevant fields.

The solution? Strike a balance between baseline core data requirements and real-world usability. If it’s too cumbersome, field teams will avoid using it altogether, and you’ll lose out on critical data.

9. Underutilisation of Procore Utilities and Integrations

Procore comes with a suite of utilities and native integrations that are completely free to use, including:

• Procore Import, Extract, and Drive
• Microsoft Integrations: Outlook, Teams, Project, and Documents

Failing to leverage these tools sacrifices efficiency and data capture speed, particularly for office teams and laptop users on-site. Make it a priority to explore and implement these utilities to streamline your workflows.

8. Inconsistent and Low Training Levels

When we review Procore accounts, we often find that only one or two key team members have completed adequate training, while the rest of the team—including external stakeholders—are undertrained. Procore provides dedicated training modules, so there’s no excuse to leave team members in the dark. Proper training ensures everyone knows how to use the platform effectively.

7. Low External User Engagement

Procore is designed for collaboration, but we frequently see low engagement from external users. This is a missed opportunity for value and is usually caused by poor communication and enablement during implementation. Invest time in onboarding and engaging external users to unlock Procore’s full potential.

6. Manual Processes Persisting Outside of Procore

Despite purchasing Procore to eliminate manual processes, we often find that key tasks still live outside the platform. Common examples include:

• Communication
• Document sharing
• Spreadsheet tracking

This issue usually stems from a lack of understanding about Procore’s flexibility and features. Take the time to migrate these processes into Procore to fully realize its benefits.

5. Lack of Reporting

Procore’s reporting tools—from standard reporting to advanced analytics—are often underutilized. Even when reports are developed, they’re typically limited to managers or office teams. To promote self-management and project health awareness, push meaningful reports down to project teams at the ground level.

4. Insufficient Tool Customization

While Procore works well out of the box, customizing its tools to suit your specific processes is essential. This step is often overlooked due to:

• Lack of awareness about customization options.
• Poor alignment of company processes with Procore’s features during implementation.

Take the time to tailor each tool to fit your business’s unique needs.

3. Sporadic Configuration Practices

Ad hoc or poorly planned configuration changes can cause a host of problems, including:

• Misalignment with company requirements.
• Unintended impacts on other projects.
• Security vulnerabilities.

To avoid these issues, adopt a structured approach to configuration changes, keeping the bigger picture in mind.

2. Ignoring Procore Updates

Procore’s team is constantly rolling out updates and improvements, but many customers fail to take advantage of them. This happens because:

• Customers are unaware of where to track updates.
• No central person is designated to administer and communicate updates.

Staying on top of updates ensures you’re always using the best version of Procore and not missing out on valuable enhancements.

1. Security and Permissions Issues

The number one issue we encounter is improper security and permissions management. This can range from minor oversights to serious data breaches. Common causes include:

1. Lack of security planning during implementation.
2. No central Procore account manager to monitor and update permissions.
3. Inexperience or lack of knowledge about how to manage permissions effectively.

Addressing this issue requires a proactive and knowledgeable approach to security and permissions planning and management.

How to Take Action

If you recognise any of these issues in your Procore account, don’t panic. Addressing them is a step-by-step process that starts with identifying the root causes and implementing targeted solutions. If this feels overwhelming, Knight Solutions is here to help.

We’ve performed hundreds of Procore Health Checks and have the expertise to guide you through optimizing your account. Whether it’s training, configuration, reporting, or security, we’re ready to assist.

Wrapping Up

Procore is an incredibly powerful platform, but like any tool, its value depends on how well it’s implemented and managed. By addressing the common pitfalls outlined above, you can unlock its full potential and drive better collaboration, efficiency, and results for your projects.

If you’re feeling stuck or need expert guidance, don’t hesitate to reach out. At Knight Solutions, we’re passionate about helping businesses get the most out of Procore, and we’d love to support you on your journey.

Let’s work together to ensure your Procore account is set up for long-term success. Contact us today for a free consultation!

Cheers,
Robert Hudman
Knight Solutions

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