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Procore

Release Notes for 2018-05-14

Below are notable changes to Procore for the week ending Friday, May 11, 2018.


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

pl-core.png Core

Directory
New Doing Business As (DBA) Field in the Directory Tool (5/11/2018)

Procore has added a new DBA field to the Company and Project level Directory tools. This gives you the ability to record the Doing Business As name to your company/vendor records. See Add a Company to the Company Directory and Add a Company to the Project Directory.

Added Direct Cost Granular Permissions To The Budget (5/10/2018) 

Previously, end users with 'Read-Only' level permissions or higher could view direct cost details. Because direct costs can sometimes contain sensitive payroll cost data that should only be visible to select users, a new 'View Direct Cost Details' granular permission has been added to the Configure Templates page. Users can now govern access to these details using the permission template feature. See Grant Granular Permissions in a Permission Template.

Portfolio
Added an Upload Schedule Tab to the Project Creation Assistant (5/10/2018)

Procore's new Project Creation Assistant now includes an Update Schedule page.  This provides end users who have sufficient permissions to create a new project in your company's Procore account with a way to upload the project's schedule. See Portfolio: New! Upload a Project Schedule During Project Creation.

Reports
Added Ability To Create Custom Reports For Requisitions (5/11/2018)

Added the ability to create Company level and Project level custom reports for Requisitions in the Reports tool.

Updated Name of Labor Report to Labor Budget To Actual (5/9/2018)

Updated name of the Labor Report in the Project Reports tool to Labor Budget to Actual Report.

 

pl-project-management.png Product Management

Bidding
Added Ability To Search The Bid List (5/11/2018)

Updated the Bidding tool's Bid List to add 'Search' functionality for company and recipient name.

Admins Can Now Convert Bids to Purchase Orders (5/7/2018)

Updated the Bidding tool to allow Bid Admins to convert bids to Purchase Orders.

Photos
Added Ability To Filter Photos Timeline View By Trade (5/10/2018)

Photo's timeline view is now sortable by trade.

Submittals
Enabled "Number By Spec Section" By Default At Project Creation (5/8/2018)

"Number Submittals By Spec Section" is now the default when a project is created with or without a template.

pl-construction-financials.png Construction Financials

Budget
Added Direct Cost Granular Permissions To The Budget (5/10/2018)

Previously, end users with 'Read-Only' level permissions or higher could view direct cost details. Because direct costs can sometimes contain sensitive payroll cost data that should only be visible to select users, a new 'View Direct Cost Details' granular permission has been added to the Configure Templates page. Users can now govern access to these details using the permission template feature.

Updated Direct Cost Column On Budget Tool (5/10/2018)

Updated Direct Costs column on the Budget tool to be more informative. The items now expand/collapse and include date and unit of measure columns.

Commitments
Added Ability To Export The Commitments Billings Table (5/10/2018)

Added ability to export the Commitments Billings sub tab table to PDF. This PDF will respect the grouping, filter, search, and expanding/collapsing of rows applied.

pl-quality-safety.png Quality & Safety

Incidents
Added 'Delete' To Incidents Records (5/9/2018)

Added the ability to delete incident records.

pl-field-productivity.png Field Productivity

Timesheets
Added 'Lunch Time' Field To Timesheets (5/11/2018)

Added a 'Lunch Time' field to Timesheets with preset options: 30, 45, and 60min.

Updated UI In The Timesheets Tool (5/9/2018)

Updated the UI of the Create New Timesheets page as well as the styling of the avatars in the "Add Employees" window.

pl-app-marketplace.png App Marketplace

No notable changes.

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