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Procore

Release Notes for 2018-03-12

Below are notable changes to Procore for the week ending Friday, March 9, 2018.


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

pl-core.png Core

Directory
Updated the Punch List Granular Permissions for Punch Items on Drawings (3/8/2018)

Updated the Company level Directory tool to enhance the existing granular permissions for the Punch List tool. Now, when users are assigned the 'View Private Punch Items Assigned to Users within Same Company' or 'Respond to Punch Items Assigned to Users within Same Company' granular permission, they will be able to see or edit the response on a punch item referenced by a pin on a drawing.

New Granular Permissions for Direct Costs Tool (3/8/2018) 

Updated the Company level Directory tool to add three (3) new granular permissions the Direct Costs tool. The new permissions include 'Create Direct Cost', 'Update Direct Cost', and 'Delete Direct Cost'. Existing permission templates that grant users 'Standard' level permissions for the Direct Costs tool are now updated so that users with those templates do NOT see any change in functionality. However, please note that users without project permission templates no longer have the ability to create or edit direct cost items, unless their permissions are moved to a permission template that is enabled to use these new permissions. Also note that when you create new permission templates, these new permissions are disabled by default. See Directory: Three (3) New Granular Permissions for the Direct Costs Tool.

Documents
'Watched Folders' and 'Recent Documents' Collapsed by Default (3/7/2018) 

Updated the Project level Documents tool so that now, the 'Watched Folders' and 'Recent Documents' tables are collapsed by default. 

Home
Improved Weather Icons (3/6/2018)

Improved the weather icons that display across all Procore platforms so that they are now consistent. The weather icons show in the Project Home and in Weather Forecasting.

Portfolio
New Project Creation Assistant (3/6/2018)

Introducing the new Project Creation Assistant! You can now create projects consistently and efficiently across your company. Configure the project toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow. See Add a New Project

pl-project-management.png Product Management

Drawings
Updated Automatic Vector Hyperlinks To Partially Match Drawing Numbers On Callouts (3/7/2018)

Updated the Drawings tool to add the ability for our automatic vector hyperlink feature to partial match drawing numbers when creating callouts on a drawing. See Automatic Drawing Sheet Linking.

Meetings
Updated Verbiage For Meetings Configuration Settings (3/5/2018)

Reordered and updated verbiage of settings listed in the Meetings tool Configuration Settings page.  For an illustration of the updated settings, See Configure Advanced Settings: Meetings.

RFIs
Removed 'View PDF' Link from RFI Due Date Changed Email (3/9/2018)

Updated the RFIs tool to remove the 'View PDF' link from RFI Due Date Changed emails. This link was not commonly clicked by end users. For an illustration of the updated email, see When does the RFIs tool send email notifications?

Submittals
Updated Submittals Import Template For All Projects (3/9/2018)

Updated the Project level Submittals tool so all Procore projects now use the same submittals import template. If the Submittal Schedule Calculations feature is turned ON, the template will continue to require additional delivery date entries. The new template is available for download on the Procore Import Templates page. The previous templates (import-submittals-sequential.xlsx and import-submittals-parallel.xlsx) have been deprecated. See Request a Submittals Import and Import Submittals.

Submittals PDF Export Now Includes Sorting On Items View (3/8/2018)

Updated the Project level Submittals tool so that now, when a user exports a list of submittals on the Items view, the PDF export file includes any sorting options selected on that page. See Export the Submittals Log

Updated Required Fields When Forwarding a Submittal for Review (3/6/2018)

Updated the Project level Submittals tool so that now, both the 'Forward To' and 'Return By' fields are required when forwarding a submittal for review. See Forward a Submittal for Review.

pl-construction-financials.png Construction Financials

Direct Costs
New Granular Permissions for Direct Costs Tool (3/8/2018) 

Updated the Company level Directory tool to add three (3) new granular permissions the Direct Costs tool. The new permissions include 'Create Direct Cost', 'Update Direct Cost', and 'Delete Direct Cost'. Existing permission templates that grant users 'Standard' level permissions for the Direct Costs tool are now updated so that users with those templates do NOT see any change in functionality. However, please note that users without project permission templates no longer have the ability to create or edit direct cost items, unless their permissions are moved to a permission template that is enabled to use these new permissions. Also note that when you create new permission templates, these new permissions are disabled by default. See Directory: Three (3) New Granular Permissions for the Direct Costs Tool.

pl-quality-safety.png Quality & Safety

Inspections
Export PDF File Now Includes Root Cause Analysis Fields (3/9/2018) 

Updated the Project level Inspections tool so that now, when you export an inspection to the PDF file format, the PDF includes the following Root Cause Analysis fields: Contributing BehaviorContributing Condition, and Hazards.

Observations
Project Observation Templates: 'Default Assignee' Can Now Have 'Standard' Level Permission Or Higher (3/9/2018)

Updated the Project level Observations tool so that when users create an observation template, they can now select users with 'Standard' level permission from the 'Default Assignee' drop-down list. See Create a Project Level Observation Template.

Added Quick Observations (3/8/2018)

Quick Observations allows you to create a library of common observation items that can be organized under preset categories. Default titles, trades, and types can be assigned to these common observations. When a Procore user creates a new observation from a mobile device, they can select one of these templates, which auto-populates fields on the new observation item with default information from the template. Users can then add or edit information as needed, save the observation item, and move on. This allows users to select common observation items from their library and create new observation items more efficiently and with significantly less typing. See Observations: Quick Observations.

Punch List
'Change History' for Punch Items Now Only Visible To 'Admin' Users (3/8/2018)

Updated the Project level Punch List tool so that now, the 'Change History' link on a punch item is only visible and available to users with 'Admin' level permission on the tool. Access for that link is no longer permitted for users with 'Read Only' or 'Standard' level permission. 

Updated the Punch List Granular Permissions for Punch Items on Drawings (3/8/2018)

Updated the Company level Directory tool to enhance the existing granular permissions for the Punch List tool. Now, when users are assigned the 'View Private Punch Items Assigned to Users within Same Company' or 'Respond to Punch Items Assigned to Users within Same Company' granular permission, they will be able to see or edit the response on a punch item referenced by a pin on a drawing.

pl-field-productivity.png Field Productivity

Timesheets
Added Date Range On Timesheets (3/7/2018)

Updated the former date field on the Timesheets tool to now allow users to view Timesheets from a range of dates.

pl-app-marketplace.png App Marketplace

Procore + DocuSign
Added Notaries to DocuSign Alert Banner (3/6/2018)

Updated the BLUE DocuSign alert banner so that now, if a DocuSign envelope has recipients with notaries, the alert banner explicitly lists the signers and notaries as having Ball In Court responsibility.

Procore + QuickBooks
Removed 'Archived' Page from the Budget Tab for the Procore + QuickBooks Integration (3/9/2018)

Updated the ERP Integrations tool for the Procore + QuickBooks integration to remove the 'Archived' page from the Budget tab. Because budgets are exported from Procore into QuickBooks, the archive feature in Procore is not used.

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