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Procore

Release Notes for 2018-03-26

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


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

pl-core.png Core

Admin
Updated Multi-Tiered Locations Imports (3/19/2018)

Updated the Locations page in the Project level Admin tool to add instruction steps in the Import Locations area: (1) Download Template, (2) Review the 'Instructions' and 'Add Data Here' tab, (3) Complete the 'Add Data Here' tab, and (4) A new hyperlink to the 'Required a Multi-tiered Locations Import' article.

Directory
New Directory Tool Experience (3/22/2018)

Procore has updated the Company and Project level Directory tools so that the new Directory experience (which was released and available to all users in 2017 as part of a Beta program), is now Procore's 'Default View'. This new user experience was designed to provide Procore users with access to some of the most requested features and performance enhancements. The new Directory layout delivers fast and efficient access to an expanded set of features and benefits. It also includes a new layout that provide users with enhanced capabilities for searching, filtering, sorting, and grouping directory data. For details, see Directory: New Directory Tool Experience to be Procore's Default View and What is the New Directory Tool Experience?

Add Filters List Now Includes Company And Project Cost Codes Lists (3/22/2018) 

Updated the Company and Project level Directory tool so that now, the Add Filter drop-down list in the Companies tab reflects the company or project cost code lists (depending on which directory is being viewed). See Search for and Filter the Company Directory or Search for and Filter the Project Directory

Added Edit Button To Inactive Users Tab for Users with 'Admin' Level Permissions (3/22/2018) 

Updated the Company and Project level Admin tool to add an Edit button to the Inactive Users tab. Please note that this tab is only visible and available to 'Admin' users only, so users who have been granted the 'Create and Edit Users (Assignable Permission Templates Only)' granular permission will NOT have access permission edit inactive users. See Edit a Person in the Project Directory.

Added 'Contract Signer' Drop-Down List To Company Level Directory Tool's Vendor Page (3/22/2018)

Added a "Contract Signer" drop-down field to the Company Directory Vendor edit page. The user selected in this drop-down field will have its name and email automatically populated in DocuSign as a signature recipient for contracts (Commitments and Prime Contract) and change orders (Commitment Change Order, Prime Contract Change Order, and Prime Contract Potential Change Order).

Portfolio
Updated the Create Project Button for Maximum # of Active Projects (3/20/2018) 

When a Company meets the limit defined in your account's 'Maximum # of Active Projects', the Create Project button is disabled in Procore. This includes the Create Project button in the Company level Portfolio tool and the Onboarding Concierge.  In addition, the Create Another Project button in the Project Creation Assistant is also disabled. See Add a New Project.

pl-project-management.png Product Management

Submittals
Updated Exports from Spec Sections And Recycle Bin Tabs (3/19/2018)

Updated the Spec Sections view and Recycle Bin tabs in the Project level Submittals tool so that now, CSV and PDF exports will respect the sort settings that are selected on the view.

System Focus On Search Field in Submittals Page (3/19/2018)

Updated the Submittals tool so that now, when you navigate to the Project level Submittals tool, the page opens with the system's focus placed on the Search field. 

Timecard
Timecard Admin Users Can Now Disable Default Time Types For Timecards (3/21/2018) 

Admin's on the Timecard tool can now disable the default and custom time types so that they don't show in the Time Types drop-down menu. See Configure Advanced Settings: Timecard for more information.

pl-construction-financials.png Construction Financials

Budget
Updated Source Column Configuration for Requisitions (3/21/2018)

Updated the Project level Budget tool so that users can now create a new requisition source column by clicking the Create button. This opens a setup window where end users can then select Requisitions from the Source drop-down list. This setup window also provides users with the ability to choose the Gross or Net option button (Note: The Gross button is Procore's default selection). Users can also apply any desired Status filters.

Commitments & Prime Contract
Added 'Contract Signer' Drop-Down List To Company Level Directory Tool's Vendor Page (3/22/2018)

Added a "Contract Signer" drop-down field to the Company Directory Vendor edit page. The user selected in this drop-down field will have its name and email automatically populated in the Procore + DocuSign integration as a signature recipient for contracts (Commitments and Prime Contract) and change orders (Commitment Change Order, Prime Contract Change Order, and Prime Contract Potential Change Order).

pl-quality-safety.png Quality & Safety

Inspections
Moved Views to the Top of the Page in the Inspections Tool (3/20/2018)

Updated the Project level Inspections tool to move the views from the right sidebar to the top of the page 

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
Timecard Admin Users Can Now Disable Default Time Types For Timesheets (3/21/2018)

Admin's on the Timecard tool can now disable the default and custom time types so that they don't show in the Time Types drop-down menu. See Configure Advanced Settings: Timecard for more information.

pl-app-marketplace.png App Marketplace

DocuSign
New 'Contract Signer' Field in the Directory Tool for DocuSign (3/22/2018)

Updated the Company and Project level Directory tool to add a new Contract Signer drop-down list to the Create and Edit pages for company records. This new field appears in the General tab. When you select a person associated with the company from this drop-down field, the Procore + DocuSign integration will automatically populate with this person's name as a DocuSign signature recipient for contracts (i.e., the Commitments and Prime Contract tools) and change orders (i.e., Commitment Change Order, Prime Contract Change Order, and Prime Contract Potential Change Order). See DocuSign: New 'Contract Signer' Field in the Directory Tool.

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