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Intro

Procore allows large teams of construction companies, property owners, project managers, contractors, and partners to collaborate on large-scale construction projects and share access to documents, planning systems and data. To learn more about the Procore API, visit their page (https://www.procore.com/platform/procore-connect.php ). You connect to your Procore account in the Data Center. This topic discusses the fields and menus that are specific to the Procore connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your Procore account and create a DataSet, you must the email address you use to log into Procore, along with your Procore password.

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Connecting to Your Procore Account

This section enumerates the options in the Credentials and Details panes in the Procore Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

The Domo Procore connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Procore accounts in Domo) to open the Procore OAuth screen where you can enter your Procore email address and password. Once you have entered valid Procore credentials, you can use the same account any time you go to create a new Procore DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Procore report you want to run. The following reports are available

Report Name Description
​​All Activity Details Returns activity details of all RFIs from all projects of a company.
​​All RFI Replies Returns replies of all RFIs from all projects of a company.
​​Budget ​Items Returns a list of all Budget Line Items.
​​Calendar ​Events Returns a list of all Calendar Events for a specified project.
​​Change ​Orders Returns a list of all Change Orders for a specified contract in a project.
​​Change ​Orders ​Requests Returns a list of all Change Orders Requests (COR) for a specified contract in a project.
Change Order Request Details Returns detailed information about Change Order Request (COR) for a specified contract in a project.
​​Change Reason ​Templates Returns a list of Change Reasons for change orders.
​​Checklist ​Templates Returns a list of all Inspection Checklist Templates for a specified Project.
​​Checklists Returns a list of all Inspection Checklist for a specified Project.
​​Companies Returns a list of Companies visible by the authenticated user.
​​Company ​Insurances Returns a list of all Insurances associated with the specified Company.
​​Company ​Users Returns a list of all Users associated with a Company.
​​Company ​Vendor ​Insurances Returns a list of Insurances from the specified Company Vendor.
​​Company ​Vendors Returns a list of all Vendors associated with a Company.
​​Contract ​Payments Returns a list of Contract Payments.
​​Cost ​Codes Returns a list of all Standard Cost Code Lists at the Company level.
​​Direct ​Costs Returns a list of all Direct Cost Items for a Project.
​​Drawing ​Areas Returns a list of all Drawing Areas in the specified Project.
​​Drawings Returns a list of all Drawings for a specified drawing area.
​​Environmentals Returns a list of Environmental records for a given project.
​​Equipment Returns a list of all Project Equipment.
​​Harm Sources Return a list of all Harm Sources associated with a Company.
​​Incidents Returns a list of Incidents for a given project.
​​Injuries Returns a list of Injuries for a given project.
​​Inspectors (checklists) Returns a list of Possible Inspectors in a specified Project.
​​Line ​Item ​Types Returns a list of all defined Line Item Types.
​​Locations Returns a list of Locations associated with a Project.
Manpower ​Logs Returns all approved Manpower Logs for the specified date.
​​Meetings Returns a list of all Meetings for a specified Project.
​​Meetings ​Categories Returns all Meeting Categories for a given Meeting.
​​Near Misses Returns a list of Near Misses for a given project.
​​Notes ​Logs Returns all Notes Logs for the current date.

Observation Category Configurable Field Sets

Returns a collection of observation category configurable field sets from the specified project.

Observation Default Distribution Members

Returns a collection of users from the observations default distribution list.

Observations Response Logs

Returns a collection of Response Logs scoped to viewable Observations.

Observation Items

Returns all observations in the specified project.

Observation Potential Distribution Members

Returns a collection of potential users for the observation distribution list.

Observation Types

Returns the available observation Types in the specified project.

Observation Item Response Logs

Returns a collection of response logs for the specified observation item.
​​Photo ​Albums Returns a list of all Photo Albums (Image Categories) in a specified project.
​​Photos Returns a list of all Images from a Project’s Photo Album (Image Category).
​​Plan ​Revision ​Logs Returns all Plan Revision Logs for the current date.
​​Potential ​Change ​Orders Returns a list of all Potential Change Orders (PCO).
Potential Change Order Details Returns detailed information about a Potential Change Order(PCO).
​​Prime ​Contract (​Attachment) Returns the Prime Contract for the specified Project and associated Attachments.
​​Prime ​Contract (​Change ​Orders) Returns the Prime Contract for the specified Project and associated Change Orders.
​​Prime ​Contract (​Line ​Items) Returns the Prime Contract for the specified Project and associated Line Items.
​​Prime ​Contract (​Order ​Packages) Returns the Prime Contract for the specified Project and associated Order Packages.
​​Prime ​Contract (​Order ​Requests) Returns the Prime Contract for the specified Project and associated Order Requests.
​​Prime ​Contract (​Payment ​Received) Returns the Prime Contract for the specified Project and associated Payments Received.
​​Programs Returns a list of Programs associated to the specified Company.
​​Project ​Dates Returns a list of Project Dates.
​Project ​Details Returns details of the specified Project.
​​Project ​Details (​Budget) Returns the budget specific information to the Project Details report.
​​Project ​Folders Returns a list of Folders and Files for a specified Project.
​​Project ​Insurances Returns a list of all Insurances associated with the specified Project.
​​Project ​Roles Returns a list of all defined Project Roles in a specified Project.
​​Project ​Users Returns a list of Users associated with a Project.
​​Project ​Vendors Returns a list of Vendors associated with a specified Project.
​​Projects Returns a list of active Projects.
​Property Damages Returns a list of Property Damage records for a given project.
​​Punch ​Item ​Types Returns a list of all Punch Item Types on a specified Project.
​​Purchase ​Order ​Contract Returns a list of all Purchase Order Contracts.
​​Quantity ​Logs Returns all Quantity Logs for the current date.
​​Recently ​Updated ​Photos Returns a list of the most recently updated photos for a specified Project.
​​RFIs Returns all RFIs in a specified Project.
​​Standard ​Cost ​Code ​Lists Returns a list of all Standard Cost Code Lists at the Company level.
​​Standard ​Cost ​Codes Returns a list of all Standard Cost Codes in a specified Standard Cost Code list.
​​Submittals Returns a list of all Submittals from a specified Project.
​​Time​Card ​Entries Returns a list of all Timecard Entries for the current date.
​​Time​Card ​Time ​Types Returns a list of all Timecard Time Types for a specified Project.
​​Trades Returns a list of all Trades associated with a Company.
​​Visitor ​Logs Returns all Visitor Logs for the current date.
​​Waste ​Logs Returns all Waste Logs for the current date.
Work ​Breakdown ​Structure ​Codes Returns all Work Breakdown Structure codes for a given project.
​​Work ​Logs Returns all Work Logs for the current date.
​​Work ​Order ​Contract Returns a list of all Work Order Contracts of a specified Project.

Company

Select the company you want to retrieve information for.

Sub Report

Choose the sub list to flatten.

Project Filter

Specify whether you want to retrieve data for all projects, active projects only, or inactive projects only.

Project

Select the project you want to retrieve information for.

Contract

Select the contract you want to retrieve information for.

Contract Selection Method

Choose the method to select contracts. This discovery will return a list of contracts. Manual entry will allow you to enter a Contract ID.

Contract ID

Enter the Contract ID.
PCO Id Selection Method

Choose the method to select PCO Ids. Selecting “All” will returns data for all PCO Ids. Selecting “Manual” will return a list of PCO Ids for entered contract Id.
PCO ID Select PCO Id to run the report for.
COR ID Selection Method Choose the method to select COR Ids. Selecting “All” will returns data for all COR Ids. Selecting “Manual” will return a list of COR Ids for entered contract Id.
COR ID Select COR Id to run the report for.

Company Vendor

Select the vendor you want to retrieve information for.

Drawing Area

Select the drawing area you want to retrieve information for.

Meetings

Select the meeting you want to retrieve information for.

Album

Select the album you want to retrieve information for.

Standard Cost Code

Select the standard cost code list you want to retrieve information for.

Duration

Select whether you want to pull data for a specific date or a date range.

Number of photos

Enter the numbers of recent photos you want to retrieve.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date .

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date .

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.