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Procore

Release Notes for 2018-03-19

Below are notable changes to Procore for the week ending Friday, March 16, 2018.


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

pl-core.png Core

Admin
Updated 'Root Cause Analysis' And 'Observation Types Configuration' Pages (3/12/2018)

Updated the Company level Admin tool to add progress indicators (i.e., table loading spinners) on the 'Root Cause Analysis' page. Also updated the 'Observation Types Configuration' page to match observation types and added a tooltip that displays if an observation type is in use on a project and added a BLUE caret to show that users can edit observation types inline.

Moved 'Download Link' For 'Admin' Users In Locations Page (3/12/2018)

Updated the Project level Admin tool to move the 'Download Template' link for users with 'Admin' level permission to the bottom of the page under the 'Import Locations' area. See Request a Multi-Tiered Locations Import.

Directory
Updated Permissions for Foreman/Superintendent - Internal Template (3/14/2018)

For all new Procore company accounts, we've updated the permissions on the Project level Forms tool so users so that the Foreman/Superintendent - Internal template is now granted 'Standard' level permission to the Forms tool. See What are the default permission templates in Procore?

Portfolio
Updated Learn More & Training Links in Project Creation Assistant (3/14/2018)

Updated the Project Creation Assistant to update all of the 'Learn More' links in the tip boxes and sidebar. Also updated the URLs that are linked to the 'Go to Training' buttons. These now point to the most current Procore Support Articles & Concierge Training Videos. See Add a New Project.

Reports
New Columns Available in Custom Change Events Reports for Beta Customers Only (3/13/2018)

Updated the Company and Project level Reports tools so that the Non-Commitment And Latest Cost columns are now available on custom reports for the Change Events tool. The new columns are available in the Company level tool if (1) All project in the company account are using the Next Gen Change Events tool and (2) the CE Revenue and Non-committed Cost Beta is enabled on the company account.

pl-project-management.png Product Management

Site Instructions
Added 'Instruction Type' To CSV and PDF Exports (3/14/2018) 

Updated the Project level Site Instructions tool to include the new 'Type' column (i.e., Instruction Type) to the List view on CSV and PDF exports. See Export the Site Instructions List.

New 'Type' Drop-Down in New, Edit, and View Site Instruction Pages (3/14/2018) 

Updated the Project level Site Instructions tool to add the 'Type' drop-down list to the New, Edit, and View Site Instructions pages. See Site Instructions: New Instruction Type Drop-Down List.

New 'Instruction Type' Drop Down List in Configure Settings Page (3/13/2018) 

For our customers in Australia/New Zealand, we've updated the Project level Site Instructions tool so that a user with 'Admin' level permission can now create a list of 'Instruction Types' which can then be selected by user who create new site instructions. 

Submittals
CSV & PDF Exports from 'Ball In Court' View Respect Sort Settings (3/15/2018)

Updated the Project level Submittals tool so that users can now export the 'Ball in Court' view to CSV or PDF. In addition, the export files respect the sort settings in place on the page. See Export the Submittals Log.

CSV & PDF Exports From 'Packages' View Respect Sort Settings (3/12/2018) 

Updated the Project level Submittals tool so that users can now export the 'Packages' view to CSV or PDF. In addition, the export PDF file respects the sort settings in place on the page. See Export the Submittals Log.

Transmittals
New 'Instruction Type' Drop Down List (3/13/2018)

For our customers in Australia/New Zealand, we've updated the Project level Site Instructions tool so that a user with 'Admin' level permission can now create a list of 'Instruction Types' which can then be selected by user who create new site instructions.  See Site Instructions: New Instruction Type Drop-Down List.

pl-construction-financials.png Construction Financials

Budget
Improved Scrolling in Budget & Forecast Tabs (3/12/2018)

Previously, on large projects, scrolling lagged on both the Budget and Forecast tabs. Now, scrolling on large projects is smoother and quicker. When users scroll, the data in the table shows a loading state which then disappears once the user stops scrolling. This allows for a faster scrolling experience.

Change Orders
Added a New 'Signed Change Order Received Date' Field To The Change Orders Tool (3/12/2018)   

Updated the Project level Change Orders tool to add a new 'Signed Change Order Received Date' field for users with the Procore + DocuSign integration. This field is populated by the date the DocuSign envelope is completed  (i.e., Commitment Change Orders, Prime Contract Change Orders, and Prime Potential Change Orders).

pl-quality-safety.png Quality & Safety

Punch List
Consolidated Punch Item Images In Attachments Field (3/16/2018)

Updated the Project level Punch List tool to consolidate the files stored in the Attachments field. Procore now stores the files in 'Photos from Mobile Application' and the files in 'Attachments' in a single field. 

pl-field-productivity.png Field Productivity

Timesheets
Added Change History To Timesheets (3/13/2018)

Added the ability for Admin's on the Timesheets tool to see the Change History of a timesheet.

pl-app-marketplace.png App Marketplace

Procore + DocuSign Integration
Added a New 'Signed Change Order Received Date' Field To The Change Orders Tool (3/12/2018)  

Updated the Project level Change Orders tool to add a new 'Signed Change Order Received Date' field for users with the Procore + DocuSign integration. This field is populated by the date the DocuSign envelope is completed  (i.e., Commitment Change Orders, Prime Contract Change Orders, and Prime Potential Change Orders).

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