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Procore

Release Notes

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

Recent Changes

Added Summary Tiles (6/13/2018)

Updated the Company and Project level Reports tools to add Summary tiles.

Updated the View Private Subcontracts & View Private Purchase Orders Granular Permission (6/5/2018)

Updated the 'View Private Subcontracts' and 'View Private Purchase Orders' granular permission, which now allows users assigned either of those granular permissions to view all change orders associated with that subcontract and/or purchase order.

Added Past Due Indicators to Multiple Columns in Reports Tool (6/6/2018)

Updated the Company and Project level Reports tool to add RED, YELLOW, and GREEN indicators to the RFI Past Due, Submittal Past Due, and Change Order Past Due columns.

Added an Assignee Filter to Punch Item Reports (6/2/2018)

Updated the Company and Project level Reports tool to add an Assignee filter for Punch Items reports. 

Added a Legend to PDFs with Stacked Bar Charts (6/2/2018)

Updated the PDFs from the Company and Project level Reports tool to add a legend to export files containing the stacked bar chart.

Added 'Ball In Court' Column & Filter to Custom Punch List Reports (5/29/2018)

Updated the custom reports features in the Company and Project level Reports tools to add a 'Ball in Court' column and filter to Punch List reports. 

Added a Current Revision Filter to Custom Submittals Reports (5/24/2018)

Updated the Company and Project level Reports tool to add a 'Current Revision' filter option to the custom submittals report feature. Users can now filter report results by adding the Current Revision column to a report. Then choosing 'Current Revision' from the Add Filter drop-down list and placing a checkmark in the Yes box. See Create a Custom Submittals Report.

Added Horizontal Scroll Bar to Reports Tool (5/22/2018)

Updated the Reports tool so it now includes horizontal and vertical scroll bars. This will allow users, who are accessing the app.procore.com site from a Microsoft Windows system without a trackpad, to scroll horizontally.

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

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

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

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

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

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

Added Schedule Columns to Custom Schedule Reports (4/30/2018)

Updated the Company and Project level Reports tools to add schedule fields to the custom reports feature: Baseline Start, Baseline Finish, Start Variance, and Finish Variance.

Updated the Custom Bidding Report (4/10/2018)

Updated the Company and Project level Reports tool to add the 'Bid Package Status' column to the custom Bidding report. Also updated the values for the 'Submission Status' column to read 'Submitted' and 'Not Submitted.'

Added 'Requisitions' as a Type on Financial Line Item Detail Report (4/4/2018)

Updated the Company and Project level Reports tool to add 'Requisitions' and a Type on the Financial Line Item Detail Report.

Added 'Bid Due Date' Column to Custom Bidding Reports (3/26/2018) 

Updated the Company and Project level Reports tool to add a 'Bid Due Date' column to custom Bidding reports.

New Columns Available in Custom Change Events Reports for Beta Customers Only (3/13/2018)

Updated the Company and Project level Reports tools so that the Non-Commitment And Latest Cost columns are now available on custom reports for the Change Events tool. The new columns are available in the Company level tool if (1) All project in the company account are using the Next Gen Change Events tool and (2) the CE Revenue and Non-committed Cost Beta is enabled on the company account.

Added 'Timesheet Status' Column To Custom Reports (2/21/2018)

Updated the Company and Project level Reports tools to add the 'Timesheets Status' column for the Timesheets tool to custom reports. When a report includes this column, users can filter and sort data by PendingApproved, or Blank. As illustrated below, authors can drag-and-drop the new column to include it in the report. Then, when the report is published, end users can apply their desired filter/sort options to organize items by status. See Reports: Added 'Timesheet Status' Column to Custom Reports.

Dashboards Chart Now Show Loading State In Sidebar (2/14/2018)

Updated the Company and Project level Reports tools to add a loading state indicator in the sidebar. This allows users to view Dashboards before all charts are loaded.

Added 'Sub Job Code' Column to Custom Timesheet Reports (2/14/2018)

Updated the Company and Project level Reports tool to add 'Sub Job Code' to the 'Timesheets - Available Columns' list in custom Timesheet reports. Note: In a timesheet, both the 'Sub Job Name' and 'Sub Job Code' are associated with a timesheet when the person creating or editing the timesheet specifies a 'Sub Job'. See Create a Timesheet

New 'Substantial Completion Dates' for Custom Prime Contract Report (2/13/2018)

Updated the Company and Project level Reports tools to add the 'Original Substantial Completion Date' and 'Revised Substantial Completion Date' to the 'Prime Contract - Available Columns' list when creating a custom report for the Prime Contract tool. This adds the columns to your report and also as a selection in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Prime Contract tool's Configure Settings page AND (2) the dates are accurate. 

Added 'Contract Dates' to Custom Commitment Reports (2/12/2018)

Updated the Company and Project level Reports tools to add the following items to the 'Commitments-Available Columns' list when creating a custom report for the Commitments tool:  Approval Letter Date, Contract Date, Issued On Date, Execution Date, Letter of Intent Date, and Returned Date. This adds each field to the list of filters in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Commitment tool's Configure Settings page AND (2) the dates are accurate. See Reports: Added 'Contract Dates' to 'Commimtments: Available Columns' for Custom Reports.

Expanded Direct Cost 'Type' Filtering In 'Financial Line Item Details' Custom Report (2/5/2018)

Updated the Company and Project level Reports tools to expand the filtering capability of the 'Type' column in the 'Financial Line Item Details' custom report. After the report is built, users can now select 'Type' from the Add Filter drop-down list and then mark the desired checkboxes (i.e.,  Direct Cost Expense, Direct Cost Invoice, Direct Cost Payroll, or Direct Cost Subcontract Invoice) to narrow data in the report to the selected filters.  

Changed Column Name from 'Recipient' to 'Invited Recipient' for Bidding Custom Reports (2/2/2018)

Updated the custom reports feature in the Company and Project level Reports tool to rename a column associated with report data from the Project level Bidding tool. The 'Recipient' column is now named 'Invited Recipient' for more clarity. 

Prime Total in Summary Tab Now Includes Financial Markup (1/17/2018)

Updated the Change Events (Next Gen) tool so that financial markup (Vertical and Horizontal) is now included in the 'Prime Total' column of the Change Events tool's Summary tab. This change also affects the Potential Change Orders and Change Event custom reports feature in the Reports tools.

All Changes

 

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