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Release Notes

Below are the notable changes to the company's Admin tool. 

Recent Changes

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.

All Changes


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Last modified
09:26, 24 Apr 2017



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