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Release Notes

Table of contents
  1. Company Level
  2. Platform
  3. Project Level
  4. Company Level
    1. Admin (Company Level)
      1. Added a New Region Settings Area in the Project Settings Page (4/14/2017)
      2. Updated Deletion Warning For Budget Templates (4/11/2017)
      3. New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017)
      4. Now Hiding Tool Content When Corresponding Tools Are Turned Off (3/5/2017)
      5. New 'Trigger Re-Acceptance Of Terms & Conditions For All Users' Checkbox (3/3/2017)
      6. Users with 'Admin' Level Permissions Can Configure SSO Settings (2/17/2017)
      7. Updated 'Budgeting Configuration' To Prevent Deletion Of Referenced Column (2/1/2017)
      8. Fixed 'Counts' Column On Budgeting Configuration Page (1/12/2017)
        1. Added 'Created By' Column To Budgeting Configuration Page In Company Admin Tool (1/8/2016)
      9. Observation Types Settings Page Hidden When Observations Tool Is Inactive (1/6/2017)
      10. Updated 'Budgeting Configuration' Page Link In Administrative Settings (1/4/2017)
    2. Directory (Company Level)
      1. Introducing Granular Permissions (3/24/2017)
      2. Added ABN/EIN Search To Directory Tool (2/13/2017)
      3. Redirect To People Subtab After Adding/Editing Contacts (2/3/2017)
      4. (Beta) New Custom Permissions In Permission Templates (1/26/2017)
      5. Added '(None)' Option When Selecting a Project Permission Template (1/16/2017)
    3. Documents (Company Level)
    4. ERP Integrations (Company Level)
      1. Updated Tabs In ERP Integrations Tool to Show Only When the Corresponding Procore Tool is Active (4/19/2017)
      2. Added Details Button To ERP Integration Tool's Budget Tab (4/18/2017)
      3. New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017) 
      4. Added Configure Settings Icon to ERP Integrations (4/7/2017)
      5. Removed Lock On Inline Editing of SOV for PPCOs (4/3/2017)
      6. Changed the Maximum Character Length for Commitment Titles (3/13/2017) 
      7. Improved ERP Job Cost Tab Sorting (2/13/2017)
      8. Updated Filters For Job Costs Tab In ERP Integrations Tool (1/25/2017)
      9. Now Importing 'Country' For Vendor Records Not Located Same Country (1/16/2017)
    5. Inspections (Company Level)
    6. Planroom (Company Level)
    7. Portfolio (Company Level)
      1. Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017)
      2. Show 'Schedule Percent Complete' In Contact Summary When Schedule Tool Enabled (3/22/2017)
      3. Hide 'Schedule Updated' Value When Schedule Tool Is Disabled (3/20/2017)
      4. New Header for Company Level Portfolio Tool (3/14/2017)
      5. Updated Card Shadow And Size In Portfolio Tool (3/7/2017)
      6. Updated Layout in Portfolio Page (2/23/2017)
      7. Updated Wording On Buttons (2/8/2017)
    8. Programs (Company Level)
    9. Reports (Company Level)
      1. Create Custom Meeting Reports In the Reports Tools (4/21/2017) 
      2. Added en-AU Translation to Construction Financials Dashboard (4/18/2017)
      3. Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)
      4. Improved Column Alignment On Reports Table (4/11/2017)
      5. Create Custom Bidding Reports (4/5/2017) 
      6. Now Hiding Schedule Complete Column If Schedule Tool Is Disabled (3/22/2017)
      7. Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)
      8. Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)
      9. Added Inspection Item 'Details' To Custom Reports (3/14/2017)
      10. Renamed Columns in Custom Drawings Report (3/9/2017) 
      11. Added Specs To Custom Reports (3/3/2017)
      12. Added Project Columns Across All Tools On Custom Reports (3/3/2017)
      13. Added Resource Column To Custom Schedule Reports (2/21/2017)
      14. Added Preset Date Range Filters To Custom Reports (2/17/2017)
      15. Added Custom Fields To Custom RFIs Reports (2/17/2017)
      16. Added Custom Fields To Custom Portfolio Reports (2/14/2017)
      17. Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
      18. Added Drawings to Custom Reports (2/3/2017)
      19. Added Daily Log's Call Log To Custom Reports (1/18/2017) 
      20. Added Title Links To Inspection Summary Reports (1/18/2017)
      21. Added 'Response Date' For Custom Punch List Reports (1/16/2017)
      22. Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017) 
    10. Schedules (Company Level)
    11. Timecard (Company Level)
  5. Project Level
    1. Admin (Project Level)
      1. CSV Export Of Locations Now Alphabetical (4/12/2017)
      2. Rearrange Tools in the Project Toolbox for the New Navigational Menu (4/4/2017)
      3. Hide Schedule Fields In Project Admin When Schedule Tool Disabled (3/20/2017)
      4. Cosmetic Improvements To Locations Drop-Down Throughout Procore (1/24/2017)
    2. Bidding (Project Level)
      1. Updated Field Names In Create/Edit Bid Package Pages (4/18/2017)
      2. Added Bid List Filter for 'Company Name' (4/13/2017)
      3. Redesigned the Invitation to Bid and Bid Reminder Emails (3/27/2017)
      4. Added a New 'Pre-Bid RFI Deadline Date/Time' Section for Bidding (3/22/2017)
      5. Added 'Send Bid Documents From' Drop-Down List For Bidding Tool Admins (3/22/2017)
      6. Added Contact Popover To Recipients In Bid List (3/3/2017)
      7. Added Sealed Bid Package Feature (3/3/2017)
      8. Updated Bid List To Display Default Recipients and Cost Codes Before Invite (3/3/2017)
      9. Add City, State, And Zip Columns And Filters To Bid List (3/3/2017)
      10. Added Bid List Filter For Vendor Qualifications (3/3/2017)
      11. Updated 'Admin' Permissions In Bidding Tool for Requisitions (1/18/2017)
      12. Added Mobile Phone Numbers To Bid List and Bid List CSV/PDF Exports (1/11/2017)
    3. Budget (Project Level)
      1. Added Ability to Delete Snapshots for the Configurable Budget Tool (4/19/2017)
      2. Changed Tab Name From 'Budget Snapshots' to 'Legacy Budget Snapshots' (4/6/2017)
      3. Added Ability to Export Configurable Budget Snapshots to CSV (4/5/2017)
      4. New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017) 
      5. Export Configurable Budget View Snapshots to CSV (4/5/2017)
      6. Added a New Filter to Column Configuration for Budget (3/27/2017)
      7. Improved Performance of Budget Snapshot Creation (2/15/2017)
      8. Improved Performance of Lock/Unlock Budget (2/8/2017)
      9. Added Ability To Export Configurable Budget Views To PDF (1/30/2017)
      10. Deployed Performance Improvement For Budget Tool (1/27/2017)
      11. Updated Heading On 'Detail' Popup Window In Budget Tool (1/26/2017)
      12. Renamed Browser's Tab Title From 'Configurable Views' to Budget (1/25/2017)
    4. Change Events (Project Level)
      1. Hide Origin Field In Change Events If RFI Tool Is Not Active (4/14/2017)
      2. Updated the Change Events (Beta) to Support ERP-Integrated Projects (4/11/2017)
    5. Change Orders (Project Level)
    6. Commitments (Project Level)
      1. Added 'Submit for Review' button to the Requisition Detail Page (4/21/02017)
      2. Added Requisition Distribution List On Commitment's Configure Settings Page (4/13/2017)
      3. Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017)  
      4. If Requisition Doesn't Exist in Billing Period, the % Complete Will Display the Previous Period's Values   (3/22/2017)
      5. Added Progress Spinners to the Create Pages for PayApps, Draw Requests, and Requisitions (3/22/2017)
      6. Changed the Maximum Character Length for Commitment Titles (3/13/2017) 
      7. Updated Requisition And Subcontract Pages For Layout Consistency (3/1/2017)
      8. Added An Empty State View For the Billings Page (3/1/2017)
      9. Added Error Messaging On Payments Subtab In Commitments Tool (2/14/2017)
      10. Updated Commitments To Move Period Date Columns To Requisitions (2/13/2017)
      11. Added Requisition Invite and Informational Banner to Subtabs (1/30/2017)
      12. Updated the 'Create Requisition' Button Permissions (1/27/2017)
      13. (Beta) Custom Permissions Now Available For Commitments Tool (1/26/2017)
        1. 'Project Office Division' Now Included In PDF Export When Enabled (1/25/2017)
      14. Renamed 'Billing Statuses' Subtab to 'Billings' (1/25/2017)
      15. Updated Fields And Behavior For Requisitions And Billing Statuses (1/25/2017)
      16. Commitments Tool Now Redirects User Back To The Page Where A New Billing Period Was Created (1/24/2017)
      17. Productivity Log Hidden When Commitments Tool Not An Active Tab On Project (1/8/2016)
      18. New 'Level of Detail to Display Change Orders' Setting for Requisitions (1/4/2017)
      19. Updated The Display Of 'Contract Companies' On The Billing Status Page (1/4/2017)
    7. Daily Log (Project Level)
      1. Added Day Of The Week To Daily Log Header (3/14/2017)
      2. Changed the Behavior of 'Creator' After Copying A Daily Log (3/7/2017)
      3. Increased Daily Log Load Speed (1/31/2017)
      4. Added 'Date' Field To Daily Construction Report (1/11/2017)
      5. Updated Weather Snapshot Icons For Past Dates (1/6/2017)
      6. Updated 'Issued To' Field In Daily Log's PDF Export File (1/4/2017)
    8. Direct Costs (Project Level)
      1. 'Paid Date' and 'Received Date' Can Now Be Edited Inline In Direct Costs Tool (2/22/2017)
      2. Added Inline Editing To 'Direct Cost Date' and 'Status' In Direct Costs Tool (1/18/2017)
    9. Directory (Project Level)
      1. Updated the Bulk Add from Company Page in the Project Directory (3/23/2017)
      2. Now Blocking 'Standard' Users From Creating New Vendors In Contact Edit Page (3/8/2017)
      3. Added ABN/EIN Search To Directory Tool (2/13/2017) 
      4. Added '(None)' Options To Project Directory (1/16/2017)
      5. Updated Tool Options In Directory For 'Do Not Apply a Permission Template' (1/6/2017)
      6. Selections In Project Roles List Now Match List Order In Company Admin Tool (1/4/2017)
    10. Documents (Project Level)
      1. Added MP4 Support to the Attachment Viewer (3/22/2017)
    11. Drawings (Project Level)
      1. Added More Options Menu to Drawings Tool (4/18/2017)
      2. New Sets Appear At Top Of Sets List (4/13/2017)
      3. File Uploader Now Shows Only PDFs (4/4/2017)
      4. Updated the Drawing Viewer (3/27/2017)
      5. Updated Prev/Next Buttons In Drawing Viewer To Respect Filters (3/24/2017)
      6. Added Placeholder Text For Set Name in Drawings (3/23/2017)
      7. Added Fullscreen Drawing Links In Email Forwards (3/14/2017)
      8. Download Single Drawing w/o Zipping From Drawings Tool (3/14/2017)
      9. Renamed Columns in Custom Drawings Report (3/9/2017)
      10. Now Directing Users Back To Show Page After Deleting A Drawing Revision (3/7/2017)
      11. CSV And PDF Exports Now Respect Search Parameters (3/6/2017)
      12. Thumbnail Order Now Matches List Order In Drawing Log (3/1/2017)
      13. Improved Performance of Full Screen Mode For Drawings With Punch Pins (2/10/2017)
      14. Fixed Publish Selected Button On Review Page (2/8/2017)
      15. Performing Bulk Edit On Drawings/Specs Now Clears Checkboxes (2/7/2017)
      16. Improved Load Speed For Markup And Hyperlinks (2/3/2017)
      17. Increase Number Of Drawings Shown Per Page (2/3/2017)
        1. Updated 'Bulk Edit' Popup Window In Drawings Tool (1/27/2017)
      18. Updated Emails To Include Links to Specifications (1/25/2017)
      19. Updated The Way The Fullscreen Viewer Loads Pages (1/16/2017)
      20. Increased The Activation Area On Fullscreen Viewer Buttons (1/11/2017)
      21. Fixed Issue With Drawing Not Opening in Viewer/Markup View (1/10/2017)
      22. Added Validation To Prevent Consecutive Duplicate Revisions (1/4/2017)
      23. Changed View Button Label To Info In Drawings Tool (1/3/2017)
      24. Changed Fullscreen Button Labels in Drawings Tool (1/3/2017)
    12. Emails (Project Level)
      1. Display Recipients At Bottom Of Email in Project Level Emails Tool (4/24/2017)
    13. Home (Project Level)
      1. Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017) 
    14. Inspections (Project Level)
      1. Users Can Now Create Project Level Inspection Templates (3/13/2017)
      2. Added the Ability to Remove Company Inspection Templates From a Project (3/10/2017)
      3. Updated Inspections Page (3/1/2017)
      4. Introduced Inspection Template Syncing (2/13/2017)
      5. Added New 'Print With Observations' Button (1/31/2017)
    15. Meetings (Project Level)
      1. Added a New Follow Up Button in the Meetings Tool (4/21/2017)
      2. Create Custom Meeting Reports In the Reports Tools (4/21/2017)
      3. Added Previous Meeting Minutes To Follow Up Meetings In Agenda Mode (3/7/2017)
      4. Meeting Category Drop-Down Now Alphabetized (3/1/2017)
      5. Changed 'Business Item' to 'Meeting Item' (2/7/2017)
      6. Improved Button Spacing Between Cancel and Save (2/3/2017)
      7. Updated 'Meeting Name' Behavior In Meetings Tool (2/1/2017)
      8. Added Collapse/Expand To Meetings List Page (1/18/2017)
    16. Observations (Project Level)
      1. Updated The Ready For Review Banner on the Observations Create Page (4/14/2017)
      2. Added Spec Section Drop Down to Observations Tool (4/7/2017)
      3. Moved Delete Button On Observations Show Page (4/5/2017)
      4. Added Inspections and Observations to the Assignment Report (2/3/2017)
      5. Updated Message When Observations List Empty (1/26/2017)
      6. Observation Types Settings Page Hidden When Observations Tool Is Inactive (1/6/2017)
    17. Photos (Project Level)
      1. Redesigned Photos Exports to PDF (4/13/2017)
      2. Added Sorting to the Location Filter Drop-Down (4/6/2017)
      3. PDF Exports Now Respect Applied Sort Order (4/3/2017)
      4. Added Ability To Set Image As Album Cover (3/23/2017)
      5. Make Comments Searchable in Photos Tool (3/15/2017)
      6. Updated Selections In The Locations Drop-Down In The Filter Photos By Menu (1/13/2017)
    18. Prime Contract (Project Level)
      1. Updated 'Prime Contract' To 'Head Contract' In en-AU (Australian) Dictionary (1/27/2017)
      2. Restored Inline Editing To 'Funding Source' In Prime Contract Tool (1/6/2017)
    19. Punch List (Project Level)
      1. Added Punch Types To Project Templates (4/14/2017)
      2. Added Two New Filters To List Of Punch Item Filters (4/11/2017)
      3. Added Clear Option For Inline Edits On Punch Location & Type Fields (3/14/2017)
      4. Added 'Include Sublocations' CheckBox In Filter Drop-Down List (2/13/2017)
      5. Punch List Import Maximum File Size Is 1MB
      6. New Layout For Punch List Tool (1/23/2016)
      7. Changed 'Date Initiated' To 'Date Created' In Punch List Tool (1/18/2017)
      8. Added 'Response Date' For Custom Punch List Reports (1/16/2017)
    20. Reports (Project Level)
      1. Precipitation Now Using International Standard Units (SI) (4/21/2016)
      2. Create Custom Meeting Reports In the Reports Tools (4/21/2017) 
      3. Added en-AU Translation to Construction Financials Dashboard (4/18/2017)
      4. Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)
      5. Improved Column Alignment On Reports Table (4/11/2017)
      6. Create Custom Bidding Reports (4/5/2017)
      7. Upgraded Custom Directory Reports (3/22/2017)
      8. Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)
      9. Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)
      10. Added Inspection Item 'Details' To Custom Reports (3/14/2017)
      11. Updated Reports To Add PCCOs To Change Events Tool (3/6/2017)
      12. Added Specs To Custom Reports (3/3/2017)
      13. Added Project Columns Across All Tools On Custom Reports (3/3/2017)
      14. Added Resource Column To Custom Schedule Reports (2/21/2017)
      15. Added Custom Fields to Custom RFIs Reports (2/17/2017)
      16. Added Custom Fields To Custom Portfolio Reports (2/14/2017)
      17. Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
      18. Added Inspections and Observations to the Assignment Report (2/3/2017)
      19. Added Drawings to Custom Reports (2/3/2017)
      20. Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
      21. Added Daily Log's Call Log To Custom Reports (1/18/2017)
      22. Added Title Links To Inspection Summary Reports (1/18/2017)
      23. Added Title Links To Photos Custom Reports (1/12/2017)
      24. Updated Reset Button To Fix Display In IE/Edge Browsers (1/6/2017)
      25. Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017)
    21. ​RFIs (Project Level)
      1. Updated PDF Exports of RFIs (4/13/2017)
      2. New RFI Manager Field In RFIs Tool (4/12/2017)
      3. Updated the Options for Setting a RFI Manager in 'Configure RFI Settings' (3/15/2017)
      4. Removed the 'All' Selection From the 'Add Filter' List (2/8/2017)
      5. Cosmetic Improvements On RFI Tools PDF (2/8/2017)
      6. Added Chart Link To RFIs Report In Right Sidebar (1/25/2017)
      7. Added Persistent Filters To RFIs Tool (1/18/2017)
      8. Updated the Training Video Link In RFI Response Required Emails (1/10/2017)
      9. New RFI List View (1/8/2016)
      10. Changed Wording In Overdue RFI Email (1/4/2017)
    22. Schedule (Project Level)
      1. Updated List of Supported File Types In Project Schedule Settings (2/14/2017)
      2. Schedule Tool Now Supports Phoenix Project Manager (PPX) File Uploads (2/9/2017)
    23. Specifications (Project Level)
      1. Added Inspection Date Filter To Project Inspections (3/13/2017)
      2. Performing Bulk Edit On Drawings/Specs Now Clears Checkboxes (2/7/2017)
      3. Update the Specifications Tool With 'Sticky' Search & Filter Parameters (1/4/2017)
      4. Changed View Button Label To Info in Specifications Tool (1/3/2017)
      5. Changed Open Button Label in Specifications Tool (1/3/2017)
    24. Submittals (Project Level)
      1. Updated Bulk Action > Editing In Submittals Tool (3/9/2017)
      2. Removed 'Edit Response' Button From 'Draft' Submittals (2/15/2017)
      3. Updated 'Submittal Workflow' Text On 'Bulk Edit Submittals In A Package' (2/8/2017)
      4. Outgoing Email Now Lists Submitter And Approvers (2/4/2017)
      5. Modified Display Of Paperclip Icon On Attachments In Submittal Revisions (1/31/2017)
      6. Redirect User To Submittal Show Page After Recycle Bin Retrieval (1/31/2017)
      7. Distribution Wizard Now Shows Special Characters In Titles (1/18/2017)
      8. Individual Submittal PDF Now Shows 'Submittal Manager' Field (1/13/2017)
      9. Fixed Issue With Error Banner When Deleting A Custom Submittal Response (1/10/2017)
      10. Create Up To Twelve Custom Submittal Responses (1/10/2017)
    25. Transmittals (Project Level)
      1. Updated Transmittals Items List Structure (2/10/2017)
      2. Fixed A Duplication Issue That Occurred In Transmittals Tool (1/12/2017)
  6. Platform
    1. Announcements
      1. Only Active Tools Appear In Related Items Drop-Down Lists (4/12/2017)
      2. Added Translations to Navigational Header and Restyled the Procore Sidebar (4/5/2017)
      3. New Navigational Header (4/4/2017)
      4. New Cog Wheel for Configure Settings (3/23/2017)
      5. Updated Spanish Dictionary (3/1/2017)
      6. Updated the Abbreviations in the en-AU Dictionary (2/16/2017)
      7. Updated Terms in en-AU Dictionary (2/10/2017)
      8. Updated Date Display And Added Bidding Terms to en-AU Dictionary (2/8/2017)
      9. Updated Terms in en-AU Dictionary (2/4/2017)
      10. Added Cookie Consent Banner For EU Users (2/2/2017)
      11. Updated Terms In en-AU Dictionary (2/2/2017)
      12. Updated Term In en-AU Dictionary (1/30/2017)

This page highlights notable changes to the Procore web application at: https://app.procore.com

Platform

Company Level

Admin (Company Level)

Added a New Region Settings Area in the Project Settings Page (4/14/2017)

Updated the company's Admin tool to give end users a way to associate their company's Procore projects with a geographic region. For details, see Add a Custom Project Region.

Updated Deletion Warning For Budget Templates (4/11/2017)

Updated the deletion warning for budget templates that appears when using the Budget Configuration page in the company's Admin tool. This warning message informs users that any Snapshots associated with the template will also be deleted.

New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017)

For users that have enabled the ERP Integrations tool, updated the Budgeting Configuration page in the company's Admin tool. Users can now select a new 'Procore ERP Budget' Standard View when setting up a new budget view for the project's Budget tool. See Set Up a New Budget View

Now Hiding Tool Content When Corresponding Tools Are Turned Off (3/5/2017)

Updated the Company Admin tool to hide observation types and punch item template configurations when those tools are disabled. Also updated the Project Overview Report to hide the reports for Punch List, RFIs, and Schedule when those tools are turned off as well.

New 'Trigger Re-Acceptance Of Terms & Conditions For All Users' Checkbox (3/3/2017)

Added a new 'Trigger re-acceptance of Terms & Conditions for all users' checkbox in the Company level Admin tool's 'Company Settings' page. See Configure Your Company Settings.

Users with 'Admin' Level Permissions Can Configure SSO Settings (2/17/2017)

Updated the 'Company Settings' page in the Company level Admin tool so that now users with 'Admin' level permission to the Company Admin tool can update the Single Sign On Issuer URL, Single Sign On Target URL, and the Single Sign On x509 Certificate fields. See Set Your Company Settings.

Updated 'Budgeting Configuration' To Prevent Deletion Of Referenced Column (2/1/2017)

Updated the Company level Admin tool's 'Budgeting Configuration' page so that the 'Configure Columns' modal now prevents the inadvertent deletion of columns referenced by 'Forecast to Complete'.

Fixed 'Counts' Column On Budgeting Configuration Page (1/12/2017)

Updated the 'Budgeting Configuration' page in the Company Admin tool (under Administrative Settings > Budgeting Configuration) to fix a display issue with the 'Counts' column. The column now shows the correct number of projects to which the Budget View Line Item has been applied. 

Added 'Created By' Column To Budgeting Configuration Page In Company Admin Tool (1/8/2016)

Added a new 'Created By' column in the 'Budget Views' area on the Budgeting Configuration index page (this is in the Company Level Admin tool under 'Administrative Settings'). Now, users are able to view a record of who created a Budget View. See Set Up a New Budget View

Observation Types Settings Page Hidden When Observations Tool Is Inactive (1/6/2017)

The system will now hide the 'Observation Types Configuration' link under the 'Administrative Settings' menu of the Company level Admin tool when the Observations tool is not an active tab on any of your company's projects. 

Updated 'Budgeting Configuration' Page Link In Administrative Settings (1/4/2017)

Updated the link for the 'Budgeting Configuration' page, which previously appeared in the 'Administrative Settings' menu of the Company level Admin tool, even when all of Procore's Financial tools were turned OFF. Now, the link and page will only be visible when at least one (1) or more of the Financial tools (i.e., Budget, Commitments, Change Orders, and Prime Contracts) are turned ON.

View All Release Notes: Admin


Directory (Company Level)

Introducing Granular Permissions (3/24/2017)

Unleash the power of Granular Permissions! Users with 'Admin' level permission to the Company Directory can now provide non-Admin users with enhanced privileges for the Bidding, Commitments, and Documents tools when creating and editing permission templates. If your company's Procore account was created on or prior to 3/23/2017, you will need to request to have this feature enabled (see Request to Enable Granular Permissions). On new company accounts (i.e., accounts created on or after 3/24/2017), this feature is enabled by default. To learn how to use the feature, see Grant Custom Permissions in a Permission Template

Added ABN/EIN Search To Directory Tool (2/13/2017)

Updated the Directory tool to include the 'business_register' variables (Australian Business Number (ABN) and Employer Identification Number (EIN)) in the search function.

Redirect To People Subtab After Adding/Editing Contacts (2/3/2017)

Updated the People subtab so that now, when a user adds or edits a contact from the People subtab, the system redirects the user back to the subtab after the action is saved.

(Beta) New Custom Permissions In Permission Templates (1/26/2017)

Participants in the Custom Permissions Beta Program can now grant custom task permissions when assigning the 'Standard' and 'Read-only' level permission for Commitments in a permission template. These custom permissions are currently only available to Beta Program Participants: Create purchase order, create subcontract, update purchase order, and update subcontract. See Beta: Custom Permissions and Grant Custom Permissions In a Permission Template

Added '(None)' Option When Selecting a Project Permission Template (1/16/2017)

Updated the Company Directory tool to add  a '(None)' option in the 'Template' drop-down list of the 'Select a Project Permission Template' window, which appears when a user clicks the 'Change Template' link in the 'Current Project Settings' grid.

View All Release Notes: Directory


Documents (Company Level)

No recent changes for 2017.

View All Release Notes: Documents


ERP Integrations (Company Level)

 

Updated Tabs In ERP Integrations Tool to Show Only When the Corresponding Procore Tool is Active (4/19/2017)

Updated the ERP Integrations tool so that now, the tabbed pages in the tool will only be visible when the corresponding Procore tool is an active tool on one of the company's projects. For example, the Budget tab in the ERP Integrations tool will only display if the Budget tool is an active tab on a project.

Added Details Button To ERP Integration Tool's Budget Tab (4/18/2017)

Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to Sage 300 CREAccept or Reject a Budget for Export to Spectrum, and Accept or Reject a Budget for Export to QuickBooks

New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017) 

For users that have enabled the ERP Integrations tool, updated the Budgeting Configuration page in the company's Admin tool. Users can now select a new 'Procore ERP Budget' Standard View when setting up a new budget view for the project's Budget tool. See Set Up a New Budget View

Added Configure Settings Icon to ERP Integrations (4/7/2017)

Updated the ERP Integrations tool so it now has the Configure Settings icon (i.e., the cog) in the header. The export also shows correct formatting and the top panel of sidebar will not have a top border.

Removed Lock On Inline Editing of SOV for PPCOs (4/3/2017)

Removed the lock on inline editing of the Schedule of Values (SOVs) for Prime Potential Change Orders (PCCOs) for ERP-integrated projects.

Changed the Maximum Character Length for Commitment Titles (3/13/2017) 

Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment.  See What is the maximum character length of a commitment's 'Title'? for more information. 

Improved ERP Job Cost Tab Sorting (2/13/2017)

Updated the ERP Job Cost tab in the ERP Integrations tool so that the Job drop-down list now sorts items alpha-numerically and any sub job will include the number in the display.

Updated Filters For Job Costs Tab In ERP Integrations Tool (1/25/2017)

Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.

Now Importing 'Country' For Vendor Records Not Located Same Country (1/16/2017)

Updated the ERP Integrations tool so that now, if a Vendor is imported into a client's company account and that Vendor is not located within the same country as the client doing the import, the system will backfill the 'Country' value for the Vendor being imported.  This gives Procore clients the ability to import vendor records for business entities that are located outside of their company's account's home country.

View All Release Notes: ERP Integrations


Inspections (Company Level)

No recent changes for 2017.

View All Release Notes: Inspections


Planroom (Company Level)

No recent changes for 2017.

View All Release Notes: Planroom


Portfolio (Company Level)

Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017)

Now, requisitions created in the Commitments tool (see Create a Requisition) appear in the 'My Open Items' table on the company's Portfolio tool and the project's Home page. See Is there a way to see all the open items assigned to me?

Show 'Schedule Percent Complete' In Contact Summary When Schedule Tool Enabled (3/22/2017)

When the Company level Schedule tool is enabled in Procore, the system now shows the 'Schedule Percent Complete' column in the Portfolio tool's 'Contact Summary' under Financial Project Views. 

Hide 'Schedule Updated' Value When Schedule Tool Is Disabled (3/20/2017)

Updated the Portfolio Overview to hide the "Schedule Updated" value if the Schedules tool is disabled.

New Header for Company Level Portfolio Tool (3/14/2017)

Updated the view and configuration settings in the Portfolio tool. Configuration Settings now display as an ORANGE cog icon to the left of the 'Portfolio' page title. Different 'Views' now appear across the top of the page. A new 'Financial Project Views' drop-down menu has an ORANGE line that indicates the user's location. Users can return to the Projects (e.g., list of thumbnails, etc.) by clicking on 'Projects' or another view icon. 

Updated Card Shadow And Size In Portfolio Tool (3/7/2017)

Updated card shadow and size in Portfolio tool for better visibility.

Updated Layout in Portfolio Page (2/23/2017)

Updated the Portfolio tool to make changes to the Portfolio page layout (i.e., new icons for List, Thumbnails, Overview, and Map in the top right corner). Also updated the Cards styles to correspond to each view.

Updated Wording On Buttons (2/8/2017)

Updated the Portfolio tool to change the wording on the buttons during the Project Creation process in order to make it more clear when the system is creating the project. This will help to prevent users from accidentally clicking the button more than once, which resulted in the system creating multiple projects when the user only intend to create one (1) project.

View All Release Notes: Portfolio


Programs (Company Level)

No recent changes for 2017.

View All Release Notes: Programs


Reports (Company Level)

Create Custom Meeting Reports In the Reports Tools (4/21/2017) 

If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report

Added en-AU Translation to Construction Financials Dashboard (4/18/2017)

Updated the Construction Financials Dashboard in the Reports tool with Australian English (en-AU) translations.

Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)

Updated the Reports dashboard for the Quality and Safety product line to change the name of one of the charts from 'Open Inspections Packages by Project' to 'Open Inspections by Project'.

Improved Column Alignment On Reports Table (4/11/2017)

Updated the Reports tools to improve the column alignment on the Reports table.

Create Custom Bidding Reports (4/5/2017) 

Updated the Reports tool so that now, user with 'Admin' level permissions on the Bidding tool can now create Bidding Reports.

Now Hiding Schedule Complete Column If Schedule Tool Is Disabled (3/22/2017)

Updated the Company level Reports tool to hide the "Schedule % Complete" column on the Job Cost Summary Report if the Project level Schedule tool is disabled in Procore.

Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)

Updated the Reports tool to enable aggregations for Prime Contract Change Order columns (i.e., Prime CO Schedule Impact and Prime CO Created At) for custom Change Events reports.

Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)

Updated the Reports tools to add Expand/Collapse All for grouping on custom reports. Note: This function does not yet persist or export. 

Added Inspection Item 'Details' To Custom Reports (3/14/2017)

Added Inspection Item 'Details' Field to custom reports in the Company and Project level Reports tools.

Renamed Columns in Custom Drawings Report (3/9/2017) 

Updated the Reports tools to rename the following columns in the Custom Drawings Report: "Drawing Sketches Count" to "No. of Sketches" "Reviewed at" to "Published Date" "Drawing Revision ID" to "Drawing ID" "Created By" to "Published By" Also, the "Created At" Column has been removed.

Added Specs To Custom Reports (3/3/2017)

Added Specifications to custom reports.

Added Project Columns Across All Tools On Custom Reports (3/3/2017)

Added the following columns to all company tools except for Directory and Portfolio: Project Date Created, Project Address, Project ZIP, Project City, Project state, Project phone, Project square feet, Project Notes, Project estimated start date, Project estimated completion date, and Project designated market area.

Added Resource Column To Custom Schedule Reports (2/21/2017)

Added a Resource column to Schedule Tasks on custom Schedule reports.

Added Preset Date Range Filters To Custom Reports (2/17/2017)

Updated the Reports tools to add more preset date range filters to custom reports. 

Added Custom Fields To Custom RFIs Reports (2/17/2017)

Updated the Reports tools too add custom fields to custom RFI reports. 

Added Custom Fields To Custom Portfolio Reports (2/14/2017)

Updated the Reports tools to add custom fields to custom Portfolio reports.

Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)

Updated the custom reports feature to add a custom text field and text area to custom Submittals reports. 

Added Drawings to Custom Reports (2/3/2017)

Updated the custom reports feature to add the ability to create reports for the Drawings tool. 

Added Daily Log's Call Log To Custom Reports (1/18/2017) 

Updated the Reports tool to add the Daily Log's Call Log to custom reports.

Added Title Links To Inspection Summary Reports (1/18/2017)

Updated the Reports tool to add Title links to the Inspection Summary Report in custom reports.

Added 'Response Date' For Custom Punch List Reports (1/16/2017)

Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool. 

Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017) 

Updated the Reports tool to change the display of the Committed Cost Report so that it will now only display the contract(s) the user has permissions to access. Users with 'Admin' level have permission to view all Commitment Contracts, therefore they will be able to run a Commitment Cost Report report that contains all contracts.

View All Release Notes: Reports


Schedules (Company Level)

No recent changes for 2017.

View All Release Notes: Schedules


Timecard (Company Level)

No recent changes for 2017.

View All Release Notes: Timecard


Project Level

Admin (Project Level)

CSV Export Of Locations Now Alphabetical (4/12/2017)

Updated the project's Admin tool so that now, the CSV exports for Locations are exported in alphabetical order.

Rearrange Tools in the Project Toolbox for the New Navigational Menu (4/4/2017)

Users can rearrange tools that appear in the new navigational menu's Project Toolbox. For details, see Rearrange the Tools in the Project Toolbox

Hide Schedule Fields In Project Admin When Schedule Tool Disabled (3/20/2017)

Updated the project's Admin tool so that when the project's Schedule tool is disabled, the Actual Start Date and Projected Finish Date are editable date fields. When the Schedule tool is enabled on a project, the Actual Start Date & Project Finish Date pull from the Schedule tool and each date can be edited by placing a checkmark in the corresponding Override Imported Schedule Date checkboxes. 

Cosmetic Improvements To Locations Drop-Down Throughout Procore (1/24/2017)

Updated Procore to deploy minor cosmetic improvements to the 'Locations' drop-down list that appears in a variety of Procore tools (i.e., Commitments, Custom Tools, Daily Log, Inspections, Prime Contract, Punch List, RFIs, and Submittals). The Locations drop-down list provides users with the ability to specify locations and sublocations from the Admin tool's Location Manager. See Add Tiered Locations to a Project

View All Release Notes: Admin


Bidding (Project Level)

Updated Field Names In Create/Edit Bid Package Pages (4/18/2017)

Updated the project's Bidding tool to change the field names in create/edit bid package page as follows: (1) From "Instructions" to "Bidding Instructions," and (2) from "Invitation Email Text" to "Project Information."

Added Bid List Filter for 'Company Name' (4/13/2017)

Updated the Bidding tool to add a 'Company Name' filter to the Bid List.

Redesigned the Invitation to Bid and Bid Reminder Emails (3/27/2017)

Updated the Bidding tool to redesign the Invitation To Bid and Bid Reminder emails.

Added a New 'Pre-Bid RFI Deadline Date/Time' Section for Bidding (3/22/2017)

Updated the Bidding tool to add a new 'Pre-Bid RFI Information' section when Creating Bid Packages and Sending Invitation to Bid emails. Package creators can place a mark in the 'Enable' Pre-Bid RFI Deadline' checkbox to toggle the feature ON. When ON, the 'Pre-Bid RFI Deadline Date/Time' calendar and time controls let the creator specify the deadline. The default setting for the new checkbox is set to OFF. 

Added 'Send Bid Documents From' Drop-Down List For Bidding Tool Admins (3/22/2017)

Updated the Bidding tool to add a "Contact Details" section to the Invitation to Bid emails. This new section displays the Office Phone, Mobile Phone, and Email of the 'Admin' user that sent the bid package emails, as well as the Name and Address of the Company, Project Office, or Project Office Division (as selected in the Admin tool's Bidding Configuration page).

Added Contact Popover To Recipients In Bid List (3/3/2017)

Updated the Bid List in the Bidding tool to add a modal that displays a recipient's contact information when hovering over a recipient name in the "Recipient List" column.

Added Sealed Bid Package Feature (3/3/2017)

Updated the Bidding tool to add a 'Sealed Bid Package' option, which can be enabled per Bid Package by users with Admin-level Bidding permissions. When enabled, the feature blocks the ability for users without Admin-level Bidding permissions to submit bids electronically.

Updated Bid List To Display Default Recipients and Cost Codes Before Invite (3/3/2017)

Updated the Bidding tool to have a company's default recipient(s) and cost code(s) appear in the Bid List when the company is added to a bid package. Previously the recipient(s) and cost code(s) only appeared after a company was invited to bid.

Add City, State, And Zip Columns And Filters To Bid List (3/3/2017)

Updated the Bidding tool to add 'Company City', 'Company State', and 'Company Zip' columns and filters to the Bid List.

Added Bid List Filter For Vendor Qualifications (3/3/2017)

Updated the Bidding tool to add a 'Vendor Qualifications' filter to the Bid List.

Updated 'Admin' Permissions In Bidding Tool for Requisitions (1/18/2017)

Updated the Requisitions page so that if a user with 'Admin' level permission to the Bidding tool click the 'View' button, the Requisition Summary page appears. If the user clicks the 'Edit' button (which will always be visible to 'Admin' users), the Detail page appears.  Users with 'Admin' level permissions will always be permitted to change the 'Status' and 'Invoice Number' for a requisition.

Added Mobile Phone Numbers To Bid List and Bid List CSV/PDF Exports (1/11/2017)

Updated the Bidding tool to show people's 'Mobile' phone numbers in the 'Recipient Phone List' column of the Bid List and the Bid List CSV/PDF exports.

View All Release Notes: Bidding


Budget (Project Level)

 

Added Ability to Delete Snapshots for the Configurable Budget Tool (4/19/2017)

Added support for deleting snapshots from the project level Configurable Budgeting tool.

Changed Tab Name From 'Budget Snapshots' to 'Legacy Budget Snapshots' (4/6/2017)

Changed the name of the Budget Snapshots tab so it is now labeled 'Legacy Budget Snapshots'. This will help to minimize confusion with the Configurable Views Snapshot experience.

Added Ability to Export Configurable Budget Snapshots to CSV (4/5/2017)

Updated the Budget tool to add the ability to export Snapshots to CSV from the project level Configurable Budget.

New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017) 

For users that have enabled the ERP Integrations tool, updated the Budgeting Configuration page in the company's Admin tool. Users can now select a new 'Procore ERP Budget' Standard View when setting up a new budget view for the project's Budget tool. See Set Up a New Budget View

Export Configurable Budget View Snapshots to CSV (4/5/2017)

Updated the Budget tool to add the ability to export Snapshots to CSV from the project level Configurable Budget.

Added a New Filter to Column Configuration for Budget (3/27/2017)

Added "No Scope Associated" option to Change Order scope filters for company level Column Configuration for the Budget. 

Improved Performance of Budget Snapshot Creation (2/15/2017)

Reduced the amount of time it takes for the system to create a budget snapshot on the Budget tool. 

Improved Performance of Lock/Unlock Budget (2/8/2017)

Improved the performance of the lock/unlock feature of the Budget tool. Budgets will now lock/unlock more quickly than previous versions. See Lock a Budget.

Added Ability To Export Configurable Budget Views To PDF (1/30/2017)

Users can now export the Configurable Budget & Forecasting (CBF) table to PDF. Any group and filter settings that have been applied at the time of the imported are retained in the PDF. 

Deployed Performance Improvement For Budget Tool (1/27/2017)

Deployed a performance improvement for the Budget tool to help to increase the speed at which large budgets load. 

Updated Heading On 'Detail' Popup Window In Budget Tool (1/26/2017)

Updated the heading of the 'Detail' popup-window that appears when you clicks the 'Detail' cell. The heading label identifies the detail being viewed, so the clicked item is more apparent. 

Renamed Browser's Tab Title From 'Configurable Views' to Budget (1/25/2017)

Renamed the web browser's tab tile for the 'Configurable Views' subtab from 'Configurable Views' to 'Budget'. 

View All Release Notes: Budget


Change Events (Project Level)

Hide Origin Field In Change Events If RFI Tool Is Not Active (4/14/2017)

Updated the create, view, and edit pages in the Change Events tool so that now, the system hides the 'Origin' field if the RFIs tool is not set as an active tool on the project.

Updated the Change Events (Beta) to Support ERP-Integrated Projects (4/11/2017)

Updated the Change Events beta to support ERP-integrated projects. Users can now create Commitment Change Orders (CCOs) from Change Events Line Items using the Bulk Actions menu. This gives users the ability to either select an existing commitment line item to map the change order to, or they can choose to add a new commitment line item for the change order.

View All Release Notes: Change Events


Change Orders (Project Level)

No recent changes in 2017. 

View All Release Notes: Change Orders


Commitments (Project Level)

Added 'Submit for Review' button to the Requisition Detail Page (4/21/02017)

Added a 'Submit for Review' button on the Requisition Detail page in the Commitments tool. This button is only available if a requisition's status in the 'Draft' or 'Revise and Resubmit'. When a user clicks this button, the requisitions status changes to 'Under Review' and the system also displays a banner to show the action was successful. 

Added Requisition Distribution List On Commitment's Configure Settings Page (4/13/2017)

Added a new 'Requisition Distribution" list to the Configure Settings page in the Commitments tool. Users added to this list will receive an automated email notification from Procore when a requisition's status is changed to "Under Review". Billing Recipients will also receive a notification email when the status of a Requisition changes to 'Revise and Resubmit.'

Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017)  

Now, requisitions created in the Commitments tool (see Create a Requisition) appear in the 'My Open Items' table on the company's Portfolio tool and the project's Home page. See Is there a way to see all the open items assigned to me?

If Requisition Doesn't Exist in Billing Period, the % Complete Will Display the Previous Period's Values   (3/22/2017)

Updated the Billing Statuses page to display the the correct Percent Complete, Current Payment Due, and Payment Status value if a requisition has not yet been created for the given billing period. The percent complete value of an empty billing period will reflect the value of a prior billing period that does have a requisition in it. 
 

Added Progress Spinners to the Create Pages for PayApps, Draw Requests, and Requisitions (3/22/2017)

Updated the progress spinners for the 'Create/Save' buttons on the create pages for Payment Applications, Draw Requests, and Requisitions.

Changed the Maximum Character Length for Commitment Titles (3/13/2017) 

Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment.  See What is the maximum character length of a commitment's 'Title'? for more information. 

Updated Requisition And Subcontract Pages For Layout Consistency (3/1/2017)

Updated the Requisition show, subcontract create, and subcontract edit information table to all use the same layout as the Requisition Admin pages. The Requisition Start and Requisition End dates will be side by side on the first row. The Billing Date will be the first cell in the second row.

Added An Empty State View For the Billings Page (3/1/2017)

Updated the Commitments tool to add the empty state to the Billings page. This informs the user there are 'No results found' if the filters display no results.

Added Error Messaging On Payments Subtab In Commitments Tool (2/14/2017)

Updated the Commitments tool to add a flash error message to the Payments subtab of the Prime Contract, Subcontract, and Purchase Order Contract. This message informs the user when they system will not save a new payment because a non-integer value was entered into the 'Payment #' and/or 'Check #' fields.

Updated Commitments To Move Period Date Columns To Requisitions (2/13/2017)

Updated the Commitments tool to allow multiple Requisitions in a 'Billing Period'.

Added Requisition Invite and Informational Banner to Subtabs (1/30/2017)

Updated the Commitments tool to add the Requisition Invite and Edit banner to every subtab (Summary, Detail, Related Items, Emails) of the most recent requisition. 

Updated the 'Create Requisition' Button Permissions (1/27/2017)

Updated Commitment Contracts so that now, the 'Create Requisition' button only displays for end users with 'Admin' or 'Standard' level permission to the tool and Billing Recipients. Button is disabled for all users when the contract is not in the 'Approved' status. In addition, the button is disabled for users with 'Admin' level permissions when all billing periods have a requisition tied to it. For 'Standard' level permissions and 'Billing Recipients', the button is also disabled when:

  • The contract contains no Billing Periods with a status of Open.
  • If a requisition already exists for the 'Open' Billing Period.
  • The current date is past the 'Billing Date'.
(Beta) Custom Permissions Now Available For Commitments Tool (1/26/2017)

Participants in the Custom Permissions Beta Program can now grant custom task permissions when assigning the 'Standard' and 'Read-only' level permission for Commitments in a permission template. These custom permissions are currently only available to Beta Program Participants: Create purchase order, create subcontract, update purchase order, and update subcontract. See Beta: Custom Permissions and Grant Custom Permissions In a Permission Template

'Project Office Division' Now Included In PDF Export When Enabled (1/25/2017)

Updated the Commitments tool to now include the 'Project Office Division' in the PDF export file for Draw Requests and Requisitions (if a value is provided). If the 'Project Office Division' is blank, the 'Office Name' will display. Note: The 'Project Office Division' value can only be added by your Procore point of contact.

Renamed 'Billing Statuses' Subtab to 'Billings' (1/25/2017)

Updated the Commitments tool to rename the subtab from 'Billing Status' to 'Billings'. Also updated the es (Spanish) dictionary to match.

Updated Fields And Behavior For Requisitions And Billing Statuses (1/25/2017)

Updated the Commitments tool so that requisitions now have two (2) separate billing dates a follows:

  • Added a 'Billing Date' field to requisitions, which is the date a requisition was filled. The date has no relation to the invite banner or requisition creation.
  • Renamed the 'Billing Date' field on the Billing Statuses subtab to 'Due Date'. This date is set when an 'Admin' creates a new Billing Period and represents the cut off date for requisition creation. It is also used to pre-fill the 'Billing Date' field on all requisitions.

Updated requisitions for users with 'Admin' level permission now, as follows:

  • You can now always change the 'Billing Date' on the most recent requisition.
  • When you click 'Update', the system now redirects you to the requisition's view page (instead of the requisition's detail page).
Commitments Tool Now Redirects User Back To The Page Where A New Billing Period Was Created (1/24/2017)

Updated the Billing Statuses subtab in the Commitments tool so that after a user adds a new billing period, the system now directs the user back to the page from which they created the billing period (i.e., requisitions or billing periods). Prior to this update, they system always directed the user to the requisition's view page, even if the period was created on the billing periods page. 

Productivity Log Hidden When Commitments Tool Not An Active Tab On Project (1/8/2016)

When the Commitments tool is not an active tab on a project, the system now hides the Productivity Log. 

New 'Level of Detail to Display Change Orders' Setting for Requisitions (1/4/2017)

Updated the Commitments tool to add a new 'Level of Detail to Display Change Orders' setting under the 'Requisition Settings' area of the 'Advanced Settings' subtab on a commitment controls. The Requisitions tool must be turned ON to view this setting. This gives users the ability select the level of detail they'd like their Requisition Detail Sheet to initially display.

Updated The Display Of 'Contract Companies' On The Billing Status Page (1/4/2017)

Updated the Commitments tool so that the 'Billing Statuses' page will only display 'Contract Companies' when the Requisitions tool is enabled.

View All Release Notes: Commitments


Daily Log (Project Level)

Added Day Of The Week To Daily Log Header (3/14/2017)

Updated the Daily Log tool to add the day of the week to the header and spell out the date instead of in the mm/dd/yyyy format.

Changed the Behavior of 'Creator' After Copying A Daily Log (3/7/2017)

Updated the Daily Log tool so that now when a user copies a Daily Log, the 'Creator' of the new log matches the name of the logged in user. Previously, the system maintained the 'Creator' named on the original log.

Increased Daily Log Load Speed (1/31/2017)

Increased the load speed for the Daily Log tool by removing the sticky headers from a number of Daily Logs. Sticky headers remain in place for these logs: Manpower, Notes, Time, Daily Construction Report and Equipment.

Added 'Date' Field To Daily Construction Report (1/11/2017)

Added a 'Date' field to the Daily Construction Report.

Updated Weather Snapshot Icons For Past Dates (1/6/2017)

Updated the Daily Log tool so that the weather snapshot icon for past dates is displayed as expected on a project.

Updated 'Issued To' Field In Daily Log's PDF Export File (1/4/2017)

Updated the Daily Log tool to address an issue where the 'Company Name' was cut off in the 'Issued To' field when the Daily Log was exported to PDF.

View All Release Notes: Daily Log


Direct Costs (Project Level)

'Paid Date' and 'Received Date' Can Now Be Edited Inline In Direct Costs Tool (2/22/2017)

Updated the Direct Costs Index page so that the 'Paid Date' and 'Received Date' fields can now be edited inline. 

Added Inline Editing To 'Direct Cost Date' and 'Status' In Direct Costs Tool (1/18/2017)

Updated the Direct Costs tool's list page so that the 'Direct Cost Date' and 'Status' columns can now be edited in-line. 

View All Release Notes: Direct Costs


Directory (Project Level)

Updated the Bulk Add from Company Page in the Project Directory (3/23/2017)

Updated the Bulk Add from Company page in the Project Directory. For details, see Bulk Add People and Companies to a Project from the Company Directory.

Now Blocking 'Standard' Users From Creating New Vendors In Contact Edit Page (3/8/2017)

Updated permissions in Procore so that now, users with 'Standard' level permission to the Directory cannot create a new vendor from the Directory's Contact Edit page. Note that users with 'Admin' permission to the Directory tool will still be permitted to create new company/vendor records by adding new information in the 'Company Information' fields on the Contact Edit page. 

Added ABN/EIN Search To Directory Tool (2/13/2017) 

Updated the Directory tool to include the 'business_register' variables (Australian Business Number (ABN) and Employer Identification Number (EIN)) in the search function.

Added '(None)' Options To Project Directory (1/16/2017)

Updated the Project Directory tool to added a '(None)' option in the 'Project Permission Templates' drop-down list on the Edit Contact Information page. 

Updated Tool Options In Directory For 'Do Not Apply a Permission Template' (1/6/2017)

Updated the contact Edit page in the Project Directory so that when a user selects the 'Do Not Apply a Permission Template' option from the 'Project Permission Templates' menu, the system now hides the informational banner saying that permissions are not editable. It also enables the radio buttons used to set the user's permissions for Procore tools on the project. See Add Person to Project Directory.

Selections In Project Roles List Now Match List Order In Company Admin Tool (1/4/2017)

Updated the Project level Directory tool so that the 'Project Roles' drop-down list (which appears on the create/edit person pages) now lists the role selections in the same order that the selections appear in the 'Project Roles' page under 'Administrative Settings' in the Company level Admin tool.

View All Release Notes: Directory


Documents (Project Level)

Added MP4 Support to the Attachment Viewer (3/22/2017)

Updated the attachment viewer in Procore to add support for MP4 videos, which can now play in the attachment viewer on the Documents tool (and all other tools that have the attachment viewer). 

View All Release Notes: Documents


Drawings (Project Level)

Added More Options Menu to Drawings Tool (4/18/2017)

Updated the Drawings tool to add a new 'More Options' shortcut menu to the . Now, when a user clicks More Options (i.e., a vertical ellipsis icon) in the project's Current Drawings page, the shortcut menu reveals the following options: Rename, Move, and Reorder Drawings.

New Sets Appear At Top Of Sets List (4/13/2017)

Updated the Drawings tool so that now, newly added sets appear at the top of the sets list (both on \ the Configure Settings page and in drop-down lists). Users can still customize the list order to suit their business needs. 

File Uploader Now Shows Only PDFs (4/4/2017)

Updated the Drawings tool so that now, when uploading files, the File Explorer box only shows PDF files (which is the required file format).

Updated the Drawing Viewer (3/27/2017)

Updated the Project level Drawings tool to give the Drawing Viewer on web a whole new look. 

Updated Prev/Next Buttons In Drawing Viewer To Respect Filters (3/24/2017)

Navigating to the Prev/Next draing in the Drawing Viewer now takes you to the next drawing in the filtered list of drawings (i.e., when viewing a certain set, discipline, and/or using search). This also respect sthe order of the items as they are displayed on the list page as well (including custom orders). This should also apply to Next/Prev navigation on the Info page for drawings. The drop-down in the Fullscren viewer will now also respect the filter applied.

Added Placeholder Text For Set Name in Drawings (3/23/2017)

Updated the Drawings tool to add placeholder text in the 'Set Name' field when uploading drawings. Placeholder text is the greyed-out text that suggests something to type in a text field and is replaced as the user starts typing.

Added Fullscreen Drawing Links In Email Forwards (3/14/2017)

Added links to view drawings in the fullscreen viewer in emails forwarded from the Drawings tool (to match UX in subscription email).

Download Single Drawing w/o Zipping From Drawings Tool (3/14/2017)

This updates downloads from the Drawing Log page. When a single drawing without sketches and markup is downloaded, the drawing downloads as a single, unzipped PRF. When a drawing with markup is downloaded, the user is emailed a single, unzipped PDF with markup. Drawings with sketches are still ZIP files.

Renamed Columns in Custom Drawings Report (3/9/2017)

Updated the Reports tools to rename the following columns in the Custom Drawings Report: "Drawing Sketches Count" to "No. of Sketches" "Reviewed at" to "Published Date" "Drawing Revision ID" to "Drawing ID" "Created By" to "Published By" Also, the "Created At" Column has been removed.

Now Directing Users Back To Show Page After Deleting A Drawing Revision (3/7/2017)

Updated the Drawings tool to change the following on the a Drawing's show page: (1) Changed button label from "Delete" to "Delete Revision." and (2) Previously, when a user deleted a revision on the show page, the system would navigate the user back to the Drawing log, causing confusion as to whether the delete of the revision was successful or not. Now, when deleting a revision, the system redirects the user to the show page of the current revision of that drawing. 

CSV And PDF Exports Now Respect Search Parameters (3/6/2017)

Updated the Drawings tool so that if the user is viewing the Drawings log while search parameters are in effect, the CSV and PDF exports respect those parameter. 

Thumbnail Order Now Matches List Order In Drawing Log (3/1/2017)

Updated the Drawings tool so that the Drawing log's Thumbnails ordering matches the List order.

Improved Performance of Full Screen Mode For Drawings With Punch Pins (2/10/2017)

Improved performance when viewing drawings with large numbers of punch pins in Full Screen mode.

Fixed Publish Selected Button On Review Page (2/8/2017)

Updated the Drawings tool to fix an issue on the Review page where clicking the grey space next to 'Publish Selected' was publishing drawings. This no longer occurs. 

Performing Bulk Edit On Drawings/Specs Now Clears Checkboxes (2/7/2017)

Updated the Drawings and Specifications tools to clear the marks from the drawing/spec section checkboxes in the list page after completing a bulk edit. 

Improved Load Speed For Markup And Hyperlinks (2/3/2017)

Separated the loading of markup and hyperlinks from the loading of images on the Fullscreen viewer. This is expected to significantly speed up the performance of the tool.

Increase Number Of Drawings Shown Per Page (2/3/2017)

Updated the Drawings tool to increase the default number of drawings shown per page from 700 to 150. 

Updated 'Bulk Edit' Popup Window In Drawings Tool (1/27/2017)

Updated the 'Bulk Edit' popup window to add a checkbox and date selection calendar. 

Updated Emails To Include Links to Specifications (1/25/2017)

Updated the Drawings tool to add the following links to the emails sent by Procore tool. Clicking either link now opens a new tab in the Fullscreen Viewer for the Spec Section Revision: 

  • A 'Specifications Number' link
  • A 'Description' link
Updated The Way The Fullscreen Viewer Loads Pages (1/16/2017)

Updated the Fullscreen Viewer in the Drawings tool to change how drawings and drawing tiles load. This eliminated the "blank white page" effect that occurred just before the page fully loaded or when users zoomed/panned in the viewer. 

Increased The Activation Area On Fullscreen Viewer Buttons (1/11/2017)

Updated the Drawings tool to increase the size of the activation area on the full screen View buttons located at the top right side of the screen (i.e., markup buttons, information and exit, etc.). 

Fixed Issue With Drawing Not Opening in Viewer/Markup View (1/10/2017)

Updated the Drawings tool to fix an issue where a linked drawings did not open in the Viewer or Markup View. This has been fixed.

Added Validation To Prevent Consecutive Duplicate Revisions (1/4/2017)

Updated the Drawings tool so that the system now add a number to the end of the revision number (i.e., (1) (2), (3), (4), etc.) for consecutive duplicate revisions. It also adds backend validation to prevent future duplicate revisions from occurring.

Changed View Button Label To Info In Drawings Tool (1/3/2017)

Updated the Drawings tool to change the button label on the List page from 'View' to 'Info.' 

Changed Fullscreen Button Labels in Drawings Tool (1/3/2017)

Updated the Drawings tool to change these button labels. Changed the label on the 'Fullscreen' button to the 'Open' button, and changed the label on the 'Fullscreen/Markup' button to the 'Open in Viewer/Markup' button. 

View All Release Notes: Drawings


Emails (Project Level)

Display Recipients At Bottom Of Email in Project Level Emails Tool (4/24/2017)

Your Procore point of contact now has the ability to configure the Emails tool to display the 'To' and 'CC' fields below the item's details, rather than at the top of an email message. By default, this setting is disabled. When enabled, this setting affects the Emails tool in all projects. To enable this configuration in Procore, a user with 'Admin' level permission to the company's Admin tool must submit a request to your company's Procore point of contact. 

View All Release Notes: Emails


Home (Project Level)

Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017) 

Now, requisitions created in the Commitments tool (see Create a Requisition) appear in the 'My Open Items' table on the company's Portfolio tool and the project's Home page. See Is there a way to see all the open items assigned to me?

View All Release Notes: Home


Inspections (Project Level)

Users Can Now Create Project Level Inspection Templates (3/13/2017)

Updated the Project level Inspections tool to add the ability to create project level Inspection Templates on the Configure Inspection Settings page.

Added the Ability to Remove Company Inspection Templates From a Project (3/10/2017)

Company level Inspection Templates can now be removed from a project from the project's Inspections tool's Configure Inspection Settings page.

Updated Inspections Page (3/1/2017)

Updated the Project level Inspections tool to switch the "Point of Contact" column to "Spec Section" on the Inspections index page.

Introduced Inspection Template Syncing (2/13/2017)

Updated the Inspections tool to introduce Inspection Template Syncing. This includes a new 'Item Details' field that pairs with the 'Item Name' field. It also includes template locking, which makes certain fields uneditable on the Project level template. When a Company level template is pulled into a project, the items and sections from the Company level are NOT editable (except for the 'Item Details' field). Users can also add items and sections to the template on the Project level. However, those updates will have no affect on the Company level template.

Added New 'Print With Observations' Button (1/31/2017)

Updated the Inspections tool for users with 'Admin' level permission to add a new "Print w/ Observations" button on the show page of an inspection. When a user clicks this button, the system appends single item PDFs for observations tied to that inspection to the end of the PDF.

View All Release Notes: Inspections


Meetings (Project Level)

Added a New Follow Up Button in the Meetings Tool (4/21/2017)

Updated the Meetings tool to change how follow-up meetings are created. The create meeting button now takes you straight to the create page for a new meeting and the list page now has a button that says "Follow-up Meeting". This button will only show up when the meeting is in minutes mode. See Create a Follow-up Meeting and Why can't I create a Follow-up meeting in the Meetings tool?

Create Custom Meeting Reports In the Reports Tools (4/21/2017)

If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report

Added Previous Meeting Minutes To Follow Up Meetings In Agenda Mode (3/7/2017)

Updated the Meetings tool to add "Previous Meeting Minutes" to follow up meetings that are in Agenda mode. Previously, the only way for users to see previous meeting minutes was to convert their meeting to Minutes mode, then add minutes, then copy the minutes from the previous meeting. Now, users can see the meeting minutes from the most recent meeting before entering minutes mode.

Meeting Category Drop-Down Now Alphabetized (3/1/2017)

Updated the 'Add a Meeting' item window to alphabetize the options in the Category drop-down list. This makes it easier to find and assign new items to a meeting category. See Add a Meeting Item

Changed 'Business Item' to 'Meeting Item' (2/7/2017)

Updated the Meetings tool to change the title of a window that appears when a user clicks the "Add Item" button. The title has changed from "Add a Business item" to "Add a Meeting Item". See Add a Meeting Item.

Improved Button Spacing Between Cancel and Save (2/3/2017)

Added some additional space for padding between the Cancel and Save buttons in the Meeting Overview's inline editor for the Meetings list.

Updated 'Meeting Name' Behavior In Meetings Tool (2/1/2017)

Updated the Meetings tool to fix a user-reported issue where a Meeting Name was changed. The new name displayed as expected in the 'Meeting Agendas/Minutes' page, but the former name would appear when in View mode. Now, users must change a Meeting Name in edit mode and the Meeting Group header will reflect the most recent Meeting Name as expected. Note that the Meeting Group header can no longer be edited inline.

Added Collapse/Expand To Meetings List Page (1/18/2017)

Updated the Meetings tool to add collapse/expand. Now, meetings that occur prior to the current day (i.e., today) will be collapsed by default on the Meetings list page. See View a Meeting.

View All Release Notes: Meetings


Observations (Project Level)

Updated The Ready For Review Banner on the Observations Create Page (4/14/2017)

Updated the ready for review banner on the observations create page from "This Observation is Ready For Review by an Administrator" to now read as "This Observation is Ready for Review by [Creator of observation] or an Administrator."

Added Spec Section Drop Down to Observations Tool (4/7/2017)

Added a 'Sec Section' drop-down list to Observations. When an observation is created from an inspection with a spec section, the spec section field on the observations will be auto-populated with the same spec section.

Moved Delete Button On Observations Show Page (4/5/2017)

Moved the Delete button so it is now below the Email button on the Observations show page.

Added Inspections and Observations to the Assignment Report (2/3/2017)

Added inspections and observations to the Assignment Report. 

Updated Message When Observations List Empty (1/26/2017)

Updated the message text that appeared in the Observations tool (when the list is empty) so it now reads, "Track and resolve quality and safety items throughout the lifecycle of the project."

Observation Types Settings Page Hidden When Observations Tool Is Inactive (1/6/2017)

The system will now hide the 'Observation Types Configuration' link under the 'Administrative Settings' menu of the Company level Admin tool when the Observations tool is not an active tab on any of your company's projects. 

View All Release Notes: Observations


Photos (Project Level)

Redesigned Photos Exports to PDF (4/13/2017)

Redesigned PDF exports from the Photos tool. There are now four (4) options when exporting photos. For details, see Export Photos as a PDF.

Added Sorting to the Location Filter Drop-Down (4/6/2017)

Updated the Photos tool to add sorting to the location filter dropdown in the Photos tool.

PDF Exports Now Respect Applied Sort Order (4/3/2017)

Updated the Photos tool to make the PDF export for all photos and selected photos respect the sort that is in place. 

Added Ability To Set Image As Album Cover (3/23/2017)

Updated the Photos tool to add an option in the image viewer to "Set Image As Cover Photo" for an album. 

Make Comments Searchable in Photos Tool (3/15/2017)

Updated the Photos tool to add the ability to search through comments on the album show page and the timeline view previously posted in the old photos tool. 

Updated Selections In The Locations Drop-Down In The Filter Photos By Menu (1/13/2017)

Updated the 'Filter Photos By' menu in the Photos tool. Now, when a user selects an album from the  'Album' drop-down list, the 'Location' drop-down list only shows the locations that apply to the photos in the selected album, instead of all the available filters. 

View All Release Notes: Photos


Prime Contract (Project Level)

If your company has enabled the ERP Integrations tool and configured it to work with one of the integrated ERP systems, you now use the inline editing feature to modify the values in the Schedule of Values (SOV) tab on a Prime Contract Change Order (see Create a Prime Contract Change Order (PCCO)). 

Updated 'Prime Contract' To 'Head Contract' In en-AU (Australian) Dictionary (1/27/2017)

Updated Procore's en-AU (Australian) dictionary. Term has been changed from 'Prime Contract' to 'Head Contract'.

Restored Inline Editing To 'Funding Source' In Prime Contract Tool (1/6/2017)

Updated the Prime Contract tool's Schedule of Values (SOV) and Prime Contract Change Order SOV pages so end users can now perform inline editing on the 'Funding Source' field as expected.

View All Release Notes: Prime Contract


Punch List (Project Level)

Added Punch Types To Project Templates (4/14/2017)

Punch Types now carry over when new Procore project are created from project templates. See Apply a Project Template to a New Project.

Added Two New Filters To List Of Punch Item Filters (4/11/2017)

Added the 'Due Date' and 'Date Created' filters to the list of punch item filters in the project's Punch List Tool. 

Added Clear Option For Inline Edits On Punch Location & Type Fields (3/14/2017)

Updated the Punch List tool to add a clear option (i.e., a delete token that appears as a gray 'x' in the user interface) to the cells  in the Location & Type columns on the Punch List index page.

Added 'Include Sublocations' CheckBox In Filter Drop-Down List (2/13/2017)

Added a `Include Sublocations` checkbox to the Location filter in the My Punch List Items page. 

Punch List Import Maximum File Size Is 1MB

The maximum file size for a Punch List import is restricted to 1MB. See Request a Punch List Import and Import Punch List Items.  

New Layout For Punch List Tool (1/23/2016)

Updated the Punch List tool with a new layout for the My Punch List Items page. This layout is similar to the new layout in the Submittals and RFIs tool. The Search and Add a Filter fields now appear at the top of the Punch List page. In addition, the filters are stick and will be applied to your next session, unless you click the Clear All link.

Changed 'Date Initiated' To 'Date Created' In Punch List Tool (1/18/2017)

Updated the Punch List tool to change the 'Date Initiated' field label to 'Date Created' throughout the tool. 

Added 'Response Date' For Custom Punch List Reports (1/16/2017)

Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool. 

View All Release Notes: Punch List


Reports (Project Level)

Precipitation Now Using International Standard Units (SI) (4/21/2016)

The Reports tool now uses the International System of Units (SI) when showing precipitation values, instead of the Imperial Standard. 

Create Custom Meeting Reports In the Reports Tools (4/21/2017) 

If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report

Added en-AU Translation to Construction Financials Dashboard (4/18/2017)

Updated the Construction Financials Dashboard in the Reports tool with Australian English (en-AU) translations.

Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)

Updated the Reports dashboard for the Quality and Safety product line to change the name of one of the charts from 'Open Inspections Packages by Project' to 'Open Inspections by Project'.

Improved Column Alignment On Reports Table (4/11/2017)

Updated the Reports tools to improve the column alignment on the Reports table.

Create Custom Bidding Reports (4/5/2017)

Updated the Reports tool so that now, user with 'Admin' level permissions on the Bidding tool can now create Bidding Reports.

Upgraded Custom Directory Reports (3/22/2017)

Company information now populates the Company columns in the Custom Directory Report.

Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)

Updated the Reports tool to enable aggregations for Prime Contract Change Order columns (i.e., Prime CO Schedule Impact and Prime CO Created At) for custom Change Events reports.

Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)

Updated the Reports tools to add Expand/Collapse All for grouping on custom reports. Note: This function does not yet persist or export. 

Added Inspection Item 'Details' To Custom Reports (3/14/2017)

Added Inspection Item 'Details' Field to custom reports in the Company and Project level Reports tools.

Updated Reports To Add PCCOs To Change Events Tool (3/6/2017)

Updated the Reports tools to add Prime Contract Change Orders (PCCOs) to custom change events reports.

Added Specs To Custom Reports (3/3/2017)

Added Specifications to custom reports.

Added Project Columns Across All Tools On Custom Reports (3/3/2017)

Added the following columns to all company tools except for Directory and Portfolio: Project Date Created, Project Address, Project ZIP, Project City, Project state, Project phone, Project square feet, Project Notes, Project estimated start date, Project estimated completion date, and Project designated market area.

Added Resource Column To Custom Schedule Reports (2/21/2017)

Added a Resource column to Schedule Tasks on custom Schedule reports.

Added Custom Fields to Custom RFIs Reports (2/17/2017)

Updated the Reports tools too add custom fields to custom RFI reports. 

Added Custom Fields To Custom Portfolio Reports (2/14/2017)

Updated the Reports tools to add custom fields to custom Portfolio reports.

Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)

Updated the custom reports feature to add a custom text field and text area to custom Submittals reports. 

Added Inspections and Observations to the Assignment Report (2/3/2017)

Added inspections and observations to the Assignment Report. 

Added Drawings to Custom Reports (2/3/2017)

Updated the custom reports feature to add the ability to create reports for the Drawings tool. 

Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)

Updated the custom reports feature to add a custom text field and text area to custom Submittals reports. 

Added Daily Log's Call Log To Custom Reports (1/18/2017)

Updated the Reports tool to add the Daily Log's Call Log to custom reports.

Added Title Links To Inspection Summary Reports (1/18/2017)

Updated the Reports tool to add Title links to the Inspection Summary Report in custom reports.

Added Title Links To Photos Custom Reports (1/12/2017)

Updated the Reports tool to add Title links to custom reports that include information from the Photos tool as follows: (1) Photos reports at the Project and Company level now link to an photo album via the Album column, and (2) Photos reports at the Project and Company level now link to a photo via the Filename column.

Updated Reset Button To Fix Display In IE/Edge Browsers (1/6/2017)

Updated the Reset button that appears when zooming in on a chart so that users the button appears as expected in the Microsoft Internet Explorer and Microsoft Edge browser. 

Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017)

Updated the Reports tool to change the display of the Committed Cost Report so that it will now only display the contract(s) the user has permissions to access. Users with 'Admin' level have permission to view all Commitment Contracts, therefore they will be able to run a Commitment Cost Report report that contains all contracts.

View All Release Notes: Reports


​RFIs (Project Level)

Updated PDF Exports of RFIs (4/13/2017)

Updated the RFIs tool so that now, when a single RFI is exported to PDF, the system will only display the 'Official Response' on the PDF. If there is no Official Response set at the time of the export, the PDF will display "Awaiting Official Response." See Export RFIs

New RFI Manager Field In RFIs Tool (4/12/2017)

RFI Creators must now assign an ‘RFI Manager’ to new RFIs. The ‘RFI Manager’ acts as the information gatekeeper between the Creator and Assignee, giving the system the ability to prevent ‘Standard’ Creators from viewing Assignee responses until the ‘RFI Manager’ marks and distributes the ‘Official Response.’ To learn more, see About the New RFI Manager Field.

Updated the Options for Setting a RFI Manager in 'Configure RFI Settings' (3/15/2017)

Updated the RFI tool's 'Configure RFI Settings' page. Now, end users are presented with two option buttons when setting the default RFI Manager for the tool. These choices let users pick how the 'RFI Manager' field is populated with an RFI is created by a user with 'Standard' level permission. See About the New RFI Manager Field.

Removed the 'All' Selection From the 'Add Filter' List (2/8/2017)

Updated the RFI tool to remove 'All' from the checkbox selection for 'Status' in the 'Add Filter' list because it was redundant. Users will retain the ability to click Select All/Clear All to mark/remove the mark from all Available status checkboxes (i.e., Open, Closed, and Draft). See Search for and Filter RFIs.

Cosmetic Improvements On RFI Tools PDF (2/8/2017)

Updated styling on RFI List PDFs that include Questions and Responses.

Added Chart Link To RFIs Report In Right Sidebar (1/25/2017)

Updated the RFIs tool to add the 'Chart' link under 'RFI Reports' (in the right sidebar). This opens the 'Open and Closed RFIs' chart.

Added Persistent Filters To RFIs Tool (1/18/2017)

Added persistent filters to the RFIs tool. Now, when you apply filters using the 'Add a Filter' drop-down list, the selected filters will remain in effect until you change them or click Clear All. See Search for and Filter RFIs

Updated the Training Video Link In RFI Response Required Emails (1/10/2017)

Updated the Procore Training Video link in the RFI Response Required emails. The new link is: https://www.youtube.com/watch?<wbr/>v=RdQCzB_UGXo

New RFI List View (1/8/2016)

Updated the RFI tool's List page so it now includes the 'List' and 'Recycle Bin' links at the top, as well as a Search bar, and the ability to Add a Filter. It also paginates. Differences in functionality are minimal and performance should not be diminished by this change. The layout uses React (similar to what was released for Submittals previously) and will also allow for the future bulk editing features. See Search and Filter for RFIs

Changed Wording In Overdue RFI Email (1/4/2017)

Changed the wording in the overdue RFI emails by changing the link from 'Click the View Online Links' to Click the Link. This is a more accurate description, as there are no 'View Online' links in the overdue email.

View All Release Notes: RFIs


Schedule (Project Level)

Updated List of Supported File Types In Project Schedule Settings (2/14/2017)

Updated the 'Project Schedule Settings' page (under the 'Upload Project Schedule Files'' area) to add '-PPX (Phoenix Project Manager)' to the list of support schedule files. 

Schedule Tool Now Supports Phoenix Project Manager (PPX) File Uploads (2/9/2017)

Updated the Schedule tool so that users can now upload Phoenix Project Manager (PPX) schedule files. See Upload a Project Schedule to Procore's Web Application.

View All Release Notes: Schedule


Specifications (Project Level)

Added Inspection Date Filter To Project Inspections (3/13/2017)

Updated the Project level Inspections tool to add the 'Inspection Date' Filter to the Project Inspection List Page Filters.

Performing Bulk Edit On Drawings/Specs Now Clears Checkboxes (2/7/2017)

Updated the Drawings and Specifications tools to clear the marks from the drawing/spec section checkboxes in the list page after completing a bulk edit. 

Update the Specifications Tool With 'Sticky' Search & Filter Parameters (1/4/2017)

Updated the Specifications tool so that the user's current Search parameters and selected Filter options remain sticky between sessions in the Specifications log and the Recycle Bin's deletion log. Prior to this update, search parameters and filters were cleared after each session. 

Changed View Button Label To Info in Specifications Tool (1/3/2017)

Updated the Specifications tool to change the button label on the List page from 'View' to 'Info.' 

Changed Open Button Label in Specifications Tool (1/3/2017)

Updated the Specifications tool to change the label on side button on the view page to say 'Open in View' instead of 'Open.'

View All Release Notes: Specifications


Submittals (Project Level)

Updated Bulk Action > Editing In Submittals Tool (3/9/2017)

Updated the Bulk Action > Edit options for the Submittals tool to add the 'Submittal Manager', 'Received From', and 'Private' fields. The Received From field interacts with 'Responsible Contractor' in the same fashion as the create and edit pages. If Received From is selected, Responsible Contractor will default to the company of the Received From selection. If Responsible Contractor is selected, Received From becomes limited to people from that company. See Perform Bulk Actions on Submittals

Removed 'Edit Response' Button From 'Draft' Submittals (2/15/2017)

Updated the Submittals Tool' to remove the 'Edit Response' link from the Approver Workflow table. This change affects non-Admin users when a Submittal is in the 'Draft' status..

Updated 'Submittal Workflow' Text On 'Bulk Edit Submittals In A Package' (2/8/2017)

Updated the Submittals tool's 'Bulk Edit Submittals in Package' page (i.e., click the Packages view, click View, then click the Bulk Edit Submittals button) to change the phrasing of the 'Submittal Workflow' text to better explain why the checkbox is would be in a grayed out and unavailable state.

Outgoing Email Now Lists Submitter And Approvers (2/4/2017)

Updated the Submittals tool to change the email that is sent when a user clicks 'Create and Send Email' (for sequential approval). Now, the outgoing email notification will separately list the 'Submitter' from the 'Approvers'.

Modified Display Of Paperclip Icon On Attachments In Submittal Revisions (1/31/2017)

Previously when a user created a submittal revision, and the original version had an attachment, the new revision also showed the paperclip icon in the attachment column, even though an attachment had not yet been added to the revision. Now, the paperclip icon no longer appears, unless an attachment has been added to the revision. See Create a Submittal Revision.

Redirect User To Submittal Show Page After Recycle Bin Retrieval (1/31/2017)

Updated the Submittals tool so that if a submittal is sent to the Recycle Bin and then retrieved from the bin, the user will now be directed to the submittal's show page so they can edit it. See Retrieve a Submittal from the Recycle Bin

Distribution Wizard Now Shows Special Characters In Titles (1/18/2017)

Updated the Submittals tool so that the page titles (which shows the submittal title) on the Ready to Distribute and Distribute pages will now display special characters, instead of the character codes and diacritics.

Individual Submittal PDF Now Shows 'Submittal Manager' Field (1/13/2017)

Replaced the 'Submittal Creator' field with the 'Submittal Manager' field in the PDF file that is exported when a user clicks the 'Export Data As' PDF button when viewing an individual submittal. 

Fixed Issue With Error Banner When Deleting A Custom Submittal Response (1/10/2017)

Updated the Submittals tool to fix an issue where deleting a custom submittal response incorrectly led to an error banner appearing. This issue has been fixed.

Create Up To Twelve Custom Submittal Responses (1/10/2017)

Updated the Submittals tool to provide users with more flexibility when configuring customized submittals responses. Users with 'Admin' level permission can now click 'Configure Submittals Settings' link. Under 'Submittal Response Configuration', users can now click an 'Add New' link to add multiple responses to use in place of the existing default responses. See Create Custom Submittal Responses

View All Release Notes: Submittals


Transmittals (Project Level)

Updated Transmittals Items List Structure (2/10/2017)

When adding Submittal Logs and Submittal Packages to Transmittals, the system now sorts them as expected. 

Fixed A Duplication Issue That Occurred In Transmittals Tool (1/12/2017)

Fixed an issue in the List view of the Transmittals tool where a transmittal item had been duplicated. 

View All Release Notes: Transmittals


Platform

Announcements

Only Active Tools Appear In Related Items Drop-Down Lists (4/12/2017)

Updated Procore so that now, only active tools are available as selections in the Related Items drop-downs. See What are Related Items? and Add or Remove Tools on a Project

Added Translations to Navigational Header and Restyled the Procore Sidebar (4/5/2017)

Updated the new Procore navigational header and menu with translations. Also restyled the Procore sidebar. 

New Navigational Header (4/4/2017)

Procore released a new and improved navigation header to its web application (https://app.procore.com). To learn about its new features such as Quick Create, Favorites, and tool groupings, see Procore's New Navigation Bar.

New Cog Wheel for Configure Settings (3/23/2017)

Moved the 'Configure <Tool Name> Settings...' links out of the right sidebar. End users can now click the cog wheel icon (which is located to the left of the Heading 1 (H1) element on all pages. Typically, H1 elements are either the page or tool title). See What Happened to the Configure Settings Link in Procore Sidebar?

Updated Spanish Dictionary (3/1/2017)

Updated the Procore Dictionary to add Spanish translations for the Summary and Detail subtabs for Payment Applications, Draw Requests, and Requisitions.

Updated the Abbreviations in the en-AU Dictionary (2/16/2017)

For Commitment Change Orders, the following abbreviations should change from the en-US to the en-AU equivalent:

  • Commitment Change Order(s)=Commitment Variation(s)
  • CCO(s)=CV(s)
  • Commitment Change Order Request(s)=Commitment Variation Request(s)
  • CCOR(s)=CVR(s)
  • Potential Commitment Change Order(s)=Potential Commitment Variation(s)
  • PCCO(s)=PCV(s)
Updated Terms in en-AU Dictionary (2/10/2017)

Updated Procore so that now, when setting the locale to 'en-AU' (Australian), all instances of "Bidding" appear as "Tendering". Also changed 'Draw Requests/Requisitions' to 'Progress Claims'. 

Updated Date Display And Added Bidding Terms to en-AU Dictionary (2/8/2017)

Updated Procore so that now, when setting the locale to 'en-AU' (Australian), dates should display in the international format.

Updated Terms in en-AU Dictionary (2/4/2017)

Updated the en-AU (Australian) dictionary in Procore to change the terms: 'Punch List' is 'Defect List, 'Punch Item' is 'Defect', 'Punch List Items' is 'Defects', and 'Tab Name' is 'Defect List'. 

Added Cookie Consent Banner For EU Users (2/2/2017)

Applied JavaScript to call the TRUSTe consent manager banner so that users in some countries Europe can be aware that Procore uses cookies.

Updated Terms In en-AU Dictionary (2/2/2017)

Updated the en-AU (Australian) dictionary in Procore to change the terms from 'Daily Log' to 'Site Diary' and 'Payment Applications' to 'Progress Claims'. 

Updated Term In en-AU Dictionary (1/30/2017)

Updated the en-AU (Australian) dictionary in Procore to change the terms from 'checks' to 'cheques' and 'Prime Contract' to 'Head Contract'. 

View All Announcements: Platform


 

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