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Procore

Release Notes for 2018-02-26

Below are notable changes to Procore for the week ending Friday, February 23, 2018.


Core | Product Management | Construction Financials | Quality & Safety | Field Productivity | App Marketplace

pl-core.png Core

Directory
Added an 'Invoice Contacts' Drop-Down List to the Edit Company Page (2/23/2018)

Updated the Company Directory tool's Edit Company page to add an 'Invoice Contacts' drop-down menu. This gives users the ability to set one or more invoice contacts for each vendor record in a company's Procore account. This change also affects the Project level Commitments tool, so that when creating/editing commitments that correspond to the selected vendor is selected in the "Contract Company" field on the commitment contract.

Home & Portfolio
Added Additional Requisition Information to 'My Open Items' (2/22/2018)

Updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays both the Requisition Number and Billing Period information in the 'Details' field. This information comes from the Project level Commitments tool. Prior to this update, the My Open Items table only displayed the Requisition Number. See Commitments: Now Showing More Requisition Info in My Open Items.

Reports
Added 'Project Country' Column to Custom Portfolio Reports (2/22/2018)

Updated the Company and Project level Reports tools to add the 'Project Country' column for the Portfolio tool to custom reports. When a report includes this column, users can filter and sort data by country. See Reports: Added a 'Project Country' Column to Custom Portfolio Reports

Added 'Timesheet Status' Column to Custom Timesheets Reports (2/21/2018)

Updated the Company and Project level Reports tools to add the 'Timesheets Status' column for the Timesheets tool to custom reports. When a report includes this column, users can filter and sort data by 'Pending', 'Approved', or 'Blank'. This is designed to provide supervisors with the ability to quickly find timesheets that require approval. See Reports: Added 'Timesheet Status Column' to Custom Reports.

pl-project-management.png Product Management

Bidding
Added Auto-Formatting to Bid Amounts for Bidding Tool (2/22/2018) 

Previously, when a user was entering their bid amounts on a bid sheet in the Bidding tool, the amount field would not format with commas and decimals as the amounts were entered. Now, these amounts will be automatically formatted with commas and decimals as the user enters them. See Bidding: Automatically Apply Current Format to Bid Amount.

RFIs
RFIs That Were Closed In the 'Draft' Status Can Now Be Reopened in the 'Draft' Status (2/21/2018)

Updated the Project level RFIs tool so that users can now reopen an RFI that was closed while it was in the 'Draft' status. To do this, click the Reopen RFI button in the sidebar. This reopens the RFI, places it back into the 'Draft' status and sends an email to the appropriate users. See What is a 'Draft' RFI?, Close an RFI, and Reopen an RFI.

Submittals
Added the 'Forward for Review' Functionality to the Submittal Workflow (2/23/2018)

Due to popular demand, we've updated the Project level Submittals tool to add the 'Forward for Review' functionality to the new submittal workflow widget. Now, if an 'Approver' on a submittal workflow forwards the submittal to another person (i.e., a person not named on the workflow), the system will shift the 'Ball In Court' responsibility from the forwarding 'Approver' to the designated recipient of the forward. For added clarity, the system will also update the Approver’s response status to 'Forwarded for Review'.

After the recipient of the forward submits a response, the system will shift the ‘Ball In Court’ responsibility back to the forwarding ‘Approver’.  This changes the response status for the forwarding ‘Approver’ to ‘Pending’ and also sends them an automated email notification so he or she is aware that their selected recipient has submitted a response. See  Forward a Submittal for Review.

PDF Export File Now Uses a Standard Naming Convention (2/23/2018) 

Updated the Project level Submittals tool so that now, when users export a submittal to the PDF format, the system uses a standard filename convention to make it easier for you to quickly identify the file. The new file naming convention is: {Project Name}-Submittal{Submittal Number}-Rev {Revision Number}-{Submittal Title}.pdf. See Export a Submittal.

Updated the 'Notify Approvers or Approvers Comments' Configuration Setting (2/22/2018)

Updated the Project level Submittals tool to make a change to the function of the 'Notify Approvers or Approver Comments' checkbox in the Configure Settings page. When this configuration setting is marked, the system sends an automated email notifications to people set as 'Approver' on the submittal workflow. Keep in mind that this configuration setting does NOT send an automated email notification to people who are as 'Submitter' on the submittal workflow. See Configure Advanced Settings: Submittals Tool

pl-construction-financials.png Construction Financials

Commitments
Added Additional Requisition Information to 'My Open Items' (2/22/2018)

Updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays both the Requisition Number and Billing Period information in the 'Details' field. This information comes from the Project level Commitments tool. Prior to this update, the My Open Items table only displayed the Requisition Number. See Commitments: Now Showing More Requisition Info in My Open Items.

pl-quality-safety.png Quality & Safety

Daily Log
Now Limiting Days Available for Selection in Daily Log Multi-Day View (2/22/2018)

Updated the Project level Daily Log tool so that now, users can only input dates matching the selected 'Date Range' in the Daily Log's Multi-Day View drop-down list.

Punch List
Overdue Email Sent to Assignee for 45 Days (2/22/2018)

Updated the Project level Punch List tool so that now, when a punch list item is not completed by its 'Due Date', the system sends an overdue email to the  'Assigned To' person for the next 45 days. See Create a Punch List Item.

pl-field-productivity.png Field Productivity

Crews
Update Progress Spinner in Crews Tool (2/21/2018)

Updated the Project level Crews tool so that now, its progress spinner matches the one used throughout Procore. 

Timesheets
Added 'Timesheet Status' Column to Custom Reports for Supervisor Approvals (2/21/2018)

Updated the Company and Project level Reports tools to add the 'Timesheets Status' column from the Timesheets tool to custom reports. When a report includes this column, users can filter and sort data by 'Pending', 'Approved', or 'Blank'. This is designed to provide supervisors with the ability to quickly find timesheets that require approval. See Reports: Added 'Timesheet Status Column' to Custom Reports.

pl-app-marketplace.png App Marketplace

No notables changes.

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