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Procore

Release Notes for 2018-05-21

Below are notable changes to Procore for the week ending Friday, May 18, 2018.


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

pl-core.png Core

Directory
New 'Assign Project Roles' Granular Permission (5/17/2018)

Added a new 'Assign Project Roles' granular permission to allow a user with 'Read-Only' or 'Standard' level permission on the Project Directory to add project team members to a project's Home page. See Grant Granular Permissions in a Permission Template.

Removed the Password Field from the User Import Template (5/15/2018)

User password imports are no longer permitted when setting up a project. The Password field has been removed from the user import template. For instructions about completing the updated user import template, see Update the User Import Template.

Portfolio
Updated the Tips in the Project Creation Assistant (5/14/2018)

Updated the tip cards with new information in the Project Creation Assistant. See Add a New Project.

Reports
Added Reports to Template Gallery (5/18/2018)

Added new financial reports to the Template Gallery: Change Order Reconciliation, Contracts by Status + Executed, and Contract Workflow.

New Custom Report Creation Experience (5/16/2018)

When creating a custom report, users can now edit the name and description of a Report on the same page as the report creation, select tools from your report on the left side of the page, and use new drag-and-drop tabs from the left side of the page to your report. Users can also add calculated columns and then choose to show/hide the columns by clicking the eye icon in the creation form. To learn more, see Reports: New Custom Report Creation Experience.

Tasks
Introducing the New Tasks Tool (5/17/2018)

Procore's Project level Tasks tool gives you the ability to track and manage action items during a construction project's lifespan. Using this tool, you can create, assign, and distribute tasks to members of your team. The Tasks tool is part of the Core tools product line and available to all Procore clients! By default, the Tasks tool will be enabled on your existing project(s). See Tasks and Best Practices for Using the Tasks Tool.

pl-project-management.png Product Management

Bidding
Added 'Last Activity' Column And 'Activity Log' Modal To Bid List (5/15/2018)

Updated the Bidding tool to add a 'Last Activity' column with an 'Activity Log' modal to the Bid List. Also updated the Bid List alert banners to use the new Core component.

Drawings
Added a Confirm Delete Message on Drawings Markup Viewer (5/16/2018) 

Updated the Drawings Markup Viewer to add a popup message that ask users to acknowledge a confirm delete message linked items.

pl-construction-financials.png Construction Financials

Commitments
Added a 'Contract Type' Filter to the Billings Tab (5/14/2018)

Added the ability for users to filter by "Contract Type" in the Add Filter dropdown menu on Commitments Billings tab page. When this filter is added, the checkbox selections that appear are "Purchase Order" and "Subcontract".

pl-quality-safety.png Quality & Safety

Inspections
Request and Add Signatures to Inspections

Users with 'Standard' level permissions and higher can now add signers to an inspection on Procore's iOS mobile app. These signers can then sign the inspection from their iOS mobile device once all items have been resolved. These signatures can be viewed on both Procore's web and iOS mobile application.

pl-field-productivity.png Field Productivity

No notable changes.

pl-app-marketplace.png App Marketplace

No notable changes.

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