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Procore

Release Notes for 2018-02-05

Below are notable changes to Procore for the week ending Friday, February 2, 2018.


pl-core.png Core

  • DIRECTORY
    • Improved the 'Permission Template (Assigned)' Selections in Add Filter Menu (2/1/2018)

      Updated both the Company and Project level Directory Tool (Beta View) to improve the Permission Template (Assigned) list in the Add Filter menu. Now, the checkbox options are sorted in alphabetical order, making permission templates easier to find. 

  • REPORTS
    • Changed Column Name from 'Recipient' to 'Invited Recipient' for Bidding Custom Reports (2/2/2018)

      Updated the custom reports feature in the Company and Project level Reports tool to rename a column associated with report data from the Project level Bidding tool. The 'Recipient' column is now named 'Invited Recipient' for more clarity. 

pl-project-management.png Product Management

  • DRAWINGS
    • Redesigned the Upload Window for the Photos Tool (1/30/2018)

      Updated the project's Photos tool to redesign the window used to upload a photo. This new window improves the user experience by providing you with the ability to perform the following tasks all at once: upload a photo, select a trade, choose the album for the upload, and attach a location.

  • PHOTOS
    • Improved Uploading Experience for Photos Tool (1/30/2018)

      Redesigned the Photos tool upload window to allow the user to upload a photo, select a trade, choose the album to upload into, and attach a location all at once- streamlining the upload experience for users.

  • RFIs
    • Eliminated Redundant Notifications (1/30/2018)

      Updated the RFIs tool to eliminate a number of redundant email notifications being sent to users who perform actions on RFIs. When a person designated as an RFI Manager is also the person who creates a 'Draft' or 'Open' RFI, the system will no longer send that RFI Manager a notification email. Likewise, if the Assignee on a RFI performs an action, that Assignee will no longer receive a notification email from the system. Other users who have permission to perform actions on RFIs and then update an RFI will also not be notified. 

  • SUBMITTALS
    • Mark Submittal Approvers as Required to Respond (1/29/2018)

      You can now mark which Approvers/Submitters are required to respond in the Submittal Workflow to shift the ball-in-court. If nobody is marked as required within a step, the first Approver/Submitter to respond will shift the ball-in-court to the next step in the workflow. See Submittals: Set Required Responses for Submittal Workflow.

    • Access Custom Reports on the Submittals Tool Sidebar (1/30/2018)

      Now, when you create a custom report that includes data from the Submittals tool, those reports will appear in the right sidebar of the Submittals tool. The will be listed from most to least recent. In addition, clicking the Create New link now launches the project's Reports tool (instead of the legacy version of the Submittals report tool). See Create a Custom Submittals Report.

    • Rearrange Approvers In New Submittal Workflow Widget (1/30/2018)

      Updated the Submittals tool so that you can now rearrange the order of your approvers in a submittal workflow. This update is NOT currently supported for users with the Internet Explorer browser.  

pl-construction-financials.png Construction Financials

  • CHANGE EVENTS
    • Export Single Change Events To PDF (1/30/2018)

      Updated the Change Events (Next Gen) tool so it now support PDF exports of single change events. Next Gen users can now export a single change event from the View Change Event page. See Export a Change Event to PDF.

  • COMMITMENTS
    • Added the Procore + DocuSign Integration to Requisitions (1/30/2018)

      Updated the project's Commitments tool to add the Procore + DocuSign Integration to requisitions. 

  • PRIME CONTRACT
    • Added the Procore + DocuSign Integration to Payment Applications (1/27/2018)

      Updated the project's Prime Contract tool to team's using the Procore + DocuSign integration (see DocuSign) with the ability to sign Payment Applications. 

pl-quality-safety.png Quality & Safety

  • FORMS
    • Updated the Edit Form Page (2/1/2018)

      Updated the Forms tool to perform minor cosmetic updates on the Edit Form page to improve the user experience. See Edit a Form.

  • INCIDENTS
    • Added an Attachment Viewer to the Incidents Tool (2/1/2018)

      Added an attachment viewer to the Incidents tool. This provides users with the ability to view all of the attachments on an incident (without having to download each file individually as in previous versions) This is especially useful when an incident includes numerous file attachments.

  • INSPECTIONS
    • Added a New Default Distribution List To the Configure Settings Page (2/2/2018) 

      Updated the Project level Inspections tool to add a new Default Distribution drop-down list on the Inspection Settings page. This provides users with the ability to set a default distribution list for new inspections.

  • OBSERVATIONS
    • Added New Root Cause Analysis Fields for the Observations Tool (1/30/2018)

      Updated the Observations tool to add new root cause analysis fields named, 'Hazard', 'Contributing Condition', and 'Contributing Behavior'. These fields are available in new observations created with the Observations tool (see Create an Observation) and new observations created in the Inspections tool (see Create an Observation from an Inspection). To configure these fields, use the Admin tool. See Add Root Cause Analysis Fields and Delete Root Cause Analysis Fields.

    • Moved Views From Right Sidebar To Tool's Header (1/30/2018)

      Updated the Observations tool to change the location of the different views from the right sidebar to the tool's header area.

pl-field-productivity.png Field Productivity

  • CREWS & TIMESHEETS
    • Improved Crews Functionality in Timesheets Tool (2/2/2018)

      Improved the functionality of the Timesheets tool so that now, when a user creates a timesheet with a crew and that crew is later deleted, the timesheet continues to display the name of the crew. Prior to this update, the users in that crew were deleted were moved to an 'Unassigned' section.

pl-app-marketplace.png App Marketplace

  • DOCUSIGN 
    • Added the Procore + DocuSign Integration to Payment Applications in the Prime Contract Tool (1/27/2018)

      Updated the project's Prime Contract tool to team's using the Procore + DocuSign integration (see DocuSign) with the ability to sign Payment Applications. 

    • Added the Procore + DocuSign Integration to Requisitions in the Commitments Tool (1/30/2018)

      Updated the project's Commitments tool to add the Procore + DocuSign Integration to requisitions. 

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