Manage Features With Procore Explore

Background

Procore Explore is found in the Company level Admin tool. Explore allows you to manage your company's access to some of the new features released to Procore. Right now, features available through Explore are beta features.

Things to Consider

  • Required User Permissions

    • 'Admin' level permissions on the Company level Admin tool

  • Considerations

    • Procore Explore presents a terms and conditions agreement that is applicable to all features that can be managed through Explore. The agreement is signed only once by the first Company Admin user to do so.

    • Right now you can view all beta programs available through Explore, even if you do not license the tool a given beta is tied to, or if it is not yet available in your region or preferred language. Read the feature's description to understand availability. If you are interested in a feature that you are not entitled to please contact your Procore point of contact to discuss further if you would like a demo.

    • Content within Procore Explore is translated into languages other than United States English. Content for each beta program offering may not be fully translated upon initial launch for enrollment and take up to 7 business days to appear localized.

Steps

Join a Beta Program: Show/Hide Details

  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.

  9. Click Next.

  10. Click Accept & Join.

  11. 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.'

Join a Beta Program with External Configuration: Show/Hide Details

Budget Beta Users Only

Beta FeatureNew Beta Experience in Procore Explore

  • Who sees this? This experience is exclusively available to General Availability (GA) customers who choose to participate in the Budget Beta.

  • When does it start? The new experience goes live on January 12th.

Note: If you are working with customers interested in the Budget Beta, ensure they are aware of the Jan 12th launch date to see these changes in action.

  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'.

Update Enrollment Settings: Show/Hide Details

  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.

Provide Feedback About Your Experience With an Active Beta: Show/Hide Details

  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.

Exit a Beta: Show/Hide Details

  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.

See Also

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