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Procore

Changes by Tool

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

Platform

Company Level

Admin (Company Level)

New Configurable Fieldsets for Incident Environmental Records (3/30/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's environmental records. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

New Configurable Fieldsets for Incident Records and Witness Statements (3/23/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's property damage records, near miss records, and witness statements. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

Set Up a Labor Costing Budget View (3/3/2020)

Users with 'Admin' level permissions on the company's Admin tool can now set up a budget view to manage and track costs with new unit quantity, unit of measure, and unit cost sources. Timecard entries submitted in Procore can also automatically update estimated labor costs in your budget. See Add a Budget View for Real-Time Labor Costing.

New Configurable Units of Measure (3/3/2020)

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, users with 'Admin' level permissions on the company's Admin tool can now add custom units of measures for your company. See Add a Unit of Measure to the Unit of Measure Master List.

Configurable Fieldsets for Inspections Tool (2/21/2020)

Company admin users will now have the ability to designate certain project fields as optional, required, or hidden when creating or editing a Procore Inspection. See Create New Configurable Fieldsets.

Allow User Installs (2/20/2020)

As a Company admin, you now have the ability to control whether your users are allowed to install third-party Apps in your company and allow data access. See Allow User Installs.

Create Custom Fields for Punch List Tool (2/19/2020)

Company Admin users can now create custom fields and add them to configurable fieldsets in the Punch List tool. See Create New Custom Fields.

Create Custom Fields for Observations Tool (2/13/2020)

Company Admin users can now create custom fields and add them to configurable fieldsets in the Observations tool. See Create New Custom Fields.

Ability to Remove Custom Fields from a Fieldset (2/12/2020)

You can now remove custom fields from a fieldset. Removing the custom field will not delete the field or any of its data. See Remove Custom Fields from Configurable Fieldsets

Configurable Alerts and Severity for Incident Injury/Illness Records (1/27/2020)

Procore has added two new tabs to the Incidents Tool Settings in the Company level Admin tool called 'Alerts' and 'Severity'. Users with Admin level permissions on the Company level Admin tool can configure a color-coded scale for the severity of injury/illness records based on the records' filing types. Alerts in the form of email or push notifications sent to specified recipient groups can also be configured based on the injury/illness records' severity. See Configure Alerts and Severity for Incidents.

Ability to Rename and Delete Configurable Fieldsets (1/16/2020) 

Company Admin users can now rename fieldsets by in-line editing the Title fields. They can also now delete fieldsets as long as the fieldsets are not currently applied to any projects or set as the project default. See Delete Configurable Fieldsets.

Ability to Create a Project Fieldset (1/15/2020)

Company Admin users can now configure which fields on the Create and Update project pages will be required, optional, or hidden. Only one fieldset can be created, and it will automatically be applied to all projects. See Create a Default Project Fieldset.

Enhancements to Company Admin Tool (1/15/2020)

Procore has made multiple enhancements to the Company level Admin page, including reorganizing and renaming multiple settings for a more intuitive, consistent experience. See Admin: Multiple Enhancements to Company Admin Tool.

View All Release Notes: Admin


Directory (Company Level)

Updates to SSO Login Management (3/24/2020)

If your company's email domain is managed by SSO in Procore and you have 'Admin' level permissions on the Company level Directory tool, you can now change the login email address for other users who belong to the same SSO domain and for other users who only have user accounts in your company's Procore account. See Can I change a person's email address in the Directory? Users whose company's email domain is managed by SSO in Procore and who do not have 'Admin' level permissions on the Company level Directory tool cannot change their own login email address. See Change Your Login ID Email Address for Your Procore User Account.

Assign Classifications to Users and Contacts (3/19/2020)

Users with 'Admin' level permissions on the Company level Directory tool can now assign classifications to users and contacts. See Edit a User Account in the Company Directory and Edit a Contact in the Company Directory. Users with the appropriate permissions on the Project level Directory tool can assign classifications to a project's users and contacts. Edit a User Account in the Project Directory and Edit a Contact in the Project Directory. Classifications are configured in the Company level Admin tool. See Add a Classification.

'Contacts' and 'Inactive Contacts' Tabs Added to Directory (3/19/2020)

The new 'Contacts' and 'Inactive Contacts' tabs in the Directory tool are populated with contacts (formerly known as 'reference users') created from one or more projects' Incidents and Crews tools. Users with 'Admin' level permissions on the Company level Directory tool can edit, inactivate, and reactivate contacts. See Edit a Contact in the Company DirectoryInactivate a Contact in the Company Directory, and Reactivate a Contact in the Company Directory. Contacts can be edited in the Project level Directory by users with the appropriate permissions. See Edit a Contact in the Project Directory.

Permission Template Type Name Changes (3/6/2020)

Permission template types have been renamed. Company permission templates, which can be assigned to any user on any project, are now called global permission templates. Project permission templates, which can be assigned to any user in the corresponding project's Directory, are now called project specific permission templates.

View All Release Notes: Directory


Documents (Company Level)

Visual Redesign of the Documents Tool (02/26/2020) 

The Documents tool at the Project and Company level has been redesigned with a new layout. The new design offers several improvements and new features. See Documents: Visual Redesign of the Documents Tool.

This release also includes an integration with Microsoft® Office 365® that allows users to open and edit files from the Documents tool. See Open and Edit a File in Microsoft Office 365 Using the Documents Tool and How does the Office 365 integration in Procore's Documents Tool work?

View All Release Notes: Documents


ERP Integrations (Company Level)

No notable changes.

View All Release Notes: ERP Integrations


Inspections (Company Level)

New Company Level Inspection Template (3/20/2020)

Procore has created a new inspection template called 'Jobsite Cleanliness and Preparedness Checklist'. This inspection template has been automatically added to the Company level Inspections tool for all companies with the Inspections tool enabled. See How can I use the Jobsite Cleanliness and Preparedness Checklist inspection template on my project?

View All Release Notes: Inspections


Planroom (Company Level)

No notable changes at this time.

View All Release Notes: Planroom


Portfolio (Company Level)

New Icons to Indicate Test Projects and Project Templates (2/10/2020)

In the Portfolio List view, projects designated as Test Projects or Project Templates now have an info icon next to their name. When users hover over the icon, a tooltip displays to indicate whether the project is a Test Project or a Project Template. See What is a Test Project? and What is a Project Template?

View All Release Notes: Portfolio


Prequalification Portal (Company Level)

New Prequalification Portal Tool (1/27/2020)

With the new Prequalification Portal tool, you can view, submit, and respond to a change request for your prequalification form.

View All Release Notes: Prequalification Portal


Prequalifications (Company Level)

Added Configuration Settings to the Prequalifications Tool (3/18/2020)

Users with 'Admin' level permissions on the Prequalifications tool now have he option to hide qualification information (i.e., the 'Prequalification Status' and the expiration date) in the Prequalification Portal tool from companies that were invited to prequalify. See Configure Advanced Settings: Prequalifications.

New Prequalifications Tool (1/27/2020)

With the new Prequalifications tool, you can configure the prequalification form and invite companies to prequalify. Once a prequalification form has been submitted, you can then review, comment, create a change request, and prequalify a company.

View All Release Notes: Prequalifications


Programs (Company Level)

No notable changes at this time.

View All Release Notes: Programs


Reports (Company Level)

Test Projects & Project Templates Excluded from Company Reports & Dashboards (2/27/2020)

Test projects and project templates will now be excluded from Company Reports and Dashboards. This provides a clearer view of your company's actual projects without needing to manually exclude test projects and templates by name.

View All Release Notes: Reports


Schedules (Company Level)

No notable changes at this time.

View All Release Notes: Schedule


Timecard (Company Level)

No notable changes.

View All Release Notes: Timecard


Timesheets (Company Level)

Assign Default Cost Types to Timecard Entries (3/6/2020)

Users with 'Admin' level permissions on the company's Timesheets tool can now select and assign default cost types to timecard entries. This allows for real-time visibility into labor costs on the project's Budget tool. See Configure Advanced Settings: Company Level Timesheets.

View All Release Notes: Timesheets


Project Level

Admin (Project Level)

Ability to Set Working Days for Projects (3/9/2020)

Procore has released the Working Days functionality that allows users with 'Admin' permissions in the Project level Admin tool to define which days of the week are considered working days of the project. Non-working days will be excluded when calculating the due date of an item. See Set Project Working Days.

Working Days will affect the due dates of items in the following tools:

  • Observations
  • Punch List
  • RFIs
  • RFQs created from Change Events
  • Submittals
  • Tasks

View All Release Notes: Admin


Bidding (Project Level)

No notable changes.

View All Release Notes: Bidding


Budget (Project Level)

Set Up a Labor Costing Budget View (3/3/2020) 

Users with 'Admin' level permissions on the company's Admin tool can now set up a budget view to manage and track costs with new unit quantity, unit of measure, and unit cost sources. Timecard entries submitted in Procore can also automatically update estimated labor costs in your budget. See Add a Budget View for Real-Time Labor Costing.

Enhancements for Unit-Based Financials  (3/3/2020) 

Procore is excited to announce the general release of several new enhancements for unit-based financials. This update, formerly known as the Unit of Measure (UOM) beta program, was tested by beta program participants throughout 2019. These enhancements provide you with the ability to input unit-based quantities on your budget's line items and to automatically calculate the 'Original Budget' amount. See Project Financials: Enhancements for Unit-Based Financials.

New Configurable Units of Measure (3/3/2020) 

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, users with 'Admin' level permissions on the company's Admin tool can now add custom units of measures for your company. These units of measure can then be applied to line items on a budget. See Add a Unit of Measure to the Unit of Measure Master List.

View All Release Notes: Budget


Change Events (Project Level)

Working Days for Due Dates on RFQs Created from Change Events (3/9/2020) 

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFQs will now depend on the project's 'working days'. To learn about this feature, see Set Project Working Days. To learn how to change the setting for the RFQs that you create from a Change Event related to commitments, the setting is in the Commitments tool. See Configure Settings: Commitments.

Automatic RFQ Response Attachments (3/10/2020)

Procore has released an update to reduce the amount of time project managers spend uploading attachments to change orders. This update helps to save time uploading change-related documentation by automatically populates the Attachments area of your change orders with the latest attachments on RFQ responses. To learn more, see Change Events: Automatic RFQ Response Attachments.

Enhancements for Unit-Based Financials (3/3/2020)

Procore is excited to announce the general release of several new enhancements for unit-based financials. This update, formerly known as the Unit of Measure (UOM) beta program, was tested by beta program participants throughout 2019. These enhancements provide you with the ability to input unit-based quantities on your budget's line items and to automatically calculate the 'Original Budget' amount. This update also adds a new Unit of Measure (UOM) drop-down list to the Change Events tool. See Project Financials: Enhancements for Unit-Based Financials.

Consistent & Custom Units of Measure (3/3/2020)

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Enhanced Financial Line Item Experience (1/7/2020)

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs, and Prime Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Change Events


Change Orders (Project Level)

Removed Sidebar from Change Orders Tool (2/26/2020)

As part of a larger design effort to progressively remove the right sidebar from all Procore tools, Procore has removed the side bar from the Change Orders tools. To learn more, see Change Orders: Removed Sidebar from Change Orders Tool

Enhanced Financial Line Item Experience Added to Change Orders Tool (2/25/2020)

Procore has released enhanced financial line item experience for the Change Orders tool. This update is a next step to Procore's larger initiative, which was released in January 2020, that added the enhanced line item experience to Procore's Project Financials tools. For more detail about the enhanced experience, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Change Orders


Commitments (Project Level)

Working Days for Due Dates on RFQs Created from Change Events (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFQs will now depend on the project's 'working days'. To learn about this feature, see Set Project Working Days. To learn how to change the setting for the RFQs that you create from a Change Event related to commitments, the setting is in the Commitments tool. See Configure Settings: Commitments.

Enable Sliding Scale Retention Settings on a Commitment's Invoices (1/14/2020)  

Using new controls in the Advanced Settings tab of a commitment, Procore users in Australia can now enable up to five (5) unique sliding scale rules on a purchase order or subcontract. Once saved, your settings will automatically adjust retention amounts on your project's subcontractor invoices. To learn more, see Commitments: Configure Sliding Scale Retention Settings on Subcontractor Invoices.

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs, and Prime Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Commitments


Coordination Issues (Project Level)

List View Improvements for Coordination Issues (4/2/2020)

Users reviewing coordination issues in the Coordination Issues tool on the Procore web application can now click anywhere in an issue's row to open a side panel that displays additional details of the issue without navigating away from the Coordination Issues dashboard. See View a Coordination Issue.

New Procore Plugin Filter Options (3/13/2020)

The Procore plugin now allows users to filter issues marked as "Closed" and "Moved to Observations." This release also includes the restructuring of the viewpoints folders to include folders by status when users save an NWD through the Procore plugin.

Move Coordination Issues to Observations (1/17/2020) 

Procore has added a new feature that allows issues to be moved to observations in the Observations tool. When moving a coordination issue to an observation, users will be able to create a new observation that automatically populates information from the coordination issue. See Move a Coordination Issue to an Observation.

View All Release Notes: Coordination Issues


Crews (Project Level)

No notable changes at this time.

View All Release Notes: Crews


Daily Log (Project Level)

No notable changes at this time.

View All Release Notes: Daily Log


Direct Costs (Project Level)

Removed Sidebar from Direct Costs Tool (2/26/2020)

As part of a larger design effort to progressively remove the right sidebar from all Procore tools, Procore has removed the side bar from the Change Orders tools. To learn more, see Direct Costs: Removed Sidebar from Direct Costs Tool

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs, and Prime Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Direct Costs


Directory (Project Level)

Assign Classifications to Users and Contacts (3/19/2020)

Users with the appropriate permissions on the Project level Directory tool can now assign classifications to a project's users and contacts. Edit a User Account in the Project Directory and Edit a Contact in the Project Directory. Users with 'Admin' level permissions on the Company level Directory tool can assign classifications to users and contacts. See Edit a User Account in the Company Directory and Edit a Contact in the Company Directory. Classifications are configured in the Company level Admin tool. See Add a Classification.

'Contacts' and 'Inactive Contacts' Tabs Added to Directory (3/19/2020)

The new 'Contacts' and 'Inactive Contacts' tabs in the Directory tool are populated with contacts (formerly known as 'reference users') created from one or more projects' Incidents and Crews tools. Contacts can be edited in the Project level Directory by users with the appropriate permissions. See Edit a Contact in the Project Directory. Users with 'Admin' level permissions on the Company level Directory tool can edit, inactivate, and reactivate contacts. See Edit a Contact in the Company DirectoryInactivate a Contact in the Company Directory, and Reactivate a Contact in the Company Directory.

Permission Template Type Name Changes (3/6/2020)

Permission template types have been renamed. Company permission templates, which can be assigned to any user on any project, are now called global permission templates. Project permission templates, which can be assigned to any user in the corresponding project's Directory, are now called project specific permission templates.

View All Release Notes: Directory


Documents (Project Level)

Visual Redesign of the Documents Tool (02/26/2020) 

The Documents tool at the Project and Company level has been redesigned with a new layout. The new design offers several improvements and new features. See Documents: Visual Redesign of the Documents Tool.

This release also includes an integration with Microsoft® Office 365® that allows users to open and edit files from the Documents tool. See Open and Edit a File in Microsoft Office 365 Using the Documents Tool and How does the Office 365 integration in Procore's Documents Tool work?

View All Release Notes: Documents


Drawings (Project Level)

Procore has added a feature to the Drawings tool that allowa you to use the arrow keys on your keyboard to navigate between different drawings and drawing revisions while in the full-screen viewer. See View Drawings. This behavior is consistent with the swiping gestures used while viewing drawings on the Procore iOS and Android apps.  

Create an RFI from a Drawing on Procore Web (02/13/2020)

Users with 'Standard' or 'Admin' permissions are now able to create RFIs directly from a drawing markup in the Drawings tool on Procore's web application. See Create or Link RFIs on a Drawing.
Note: Only Draft RFIs can be created using this method. To edit an RFI's status or add additional information, see Edit an RFI.

Updates to the Drawing Upload Window (02/05/2020)

Procore has updated the drawing upload window to be consistent with other upload windows in Procore. See Upload Drawings.

Spanish Default Disciplines and Abbreviations (01/21/2020)

For projects with the language set to Spanish, the relevant disciplines and abbreviations in Spanish will now be available for uploaded drawings in the Drawings tool. For example, a drawing labeled as ‘M-100’ will automatically be placed under the ‘Mecánica’ discipline.

Added a 'Drawing Language' Setting for Drawing Uploads (01/17/2020)

Under 'Advanced Options' when uploading drawings, you can now choose Spanish, French, or English as the language that Procore will scan your set of drawings for. See Can I change the language that Procore scans my drawings for?

View All Release Notes: Drawings


Emails (Project Level)

No notable changes at this time. 

View All Release Notes: Emails


Forms (Project Level)

No notable changes.

View All Release Notes: Forms


Home (Project Level)

No notable changes.

View All Release Notes: Home

 


Incidents (Project Level)

New Configurable Fieldsets for Incident Environmental Records (3/30/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's environmental records. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

New Configurable Fieldsets for Incident Records and Witness Statements (3/23/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's property damage records, near miss records, and witness statements. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

Record Witness Statements on Procore's iOS and Android Apps (3/2/2020)

Users can now take audio recordings of witnesses stating their first-hand accounts of incidents, using the Incidents tool Procore iOS and Android apps. Playback for the recordings can be accessed within an incident's witness statement section on either of the mobile apps and on the Procore web app. See Add a Witness Statement to an Incident (iOS) and Add a Witness Statement to an Incident (Android).

Configurable Alerts and Severity for Incident Injury/Illness Records (1/27/2020)

Procore has added two new tabs to the Incidents Tool Settings in the Company level Admin tool called 'Alerts' and 'Severity'. Users with Admin level permissions on the Company level Admin tool can configure a color-coded scale for the severity of injury/illness records based on the records' filing types. Alerts in the form of email or push notifications sent to specified recipient groups can also be configured based on the injury/illness records' severity. See Configure Alerts and Severity for Incidents.

View All Release Notes: Incidents


Inspections (Project Level)

Create Configurable Fieldsets (2/21/2020) 

Company admin users will now have the ability to designate certain project fields as optional, required, or hidden when creating or editing a Procore Inspection. See Create New Configurable Fieldsets.

View All Release Notes: Inspections


Instructions (Project Level)

No notable changes at this time. 

View All Release Notes: Instructions


Meetings (Project Level)

Zoom Integration (3/24/2020)

To better facilitate remote video conferencing calls with attendees, Procore has created a Zoom Integration. Visit the Procore App Marketplace for details.

Meeting Field Changed from "Zoom Link" to "Video Conferencing Link" (3/24/2020)

Note: The full URL of the virtual meeting link (starting with https://) must be included in order for it to display as a hyperlink.

To better facilitate remote video conferencing calls with attendees, a 'Zoom Link' field has been added to the project's Meetings tool where you can enter a link to a Zoom® meeting. See Create a Meeting. The video conferencing link will also appear in the 'Distribute Agenda' email notification and on the meeting PDF.
Note: The full URL of the Zoom meeting (starting with https://) must be included in order for it to display as a hyperlink.

View All Release Notes: Meetings


Models (Project Level)

Ability to Import Viewpoints into the Procore Mobile Models Viewer (3/13/2020)

Users with 'Admin' permissions on the project's Models tool are now able to import their Viewpoints from Navisworks® into the Models viewer on the Procore iOS app. See View Models (iOS).

Ability to Create Observations from the Models Tool in the Procore iOS Mobile App (1/30/2020)

Users with 'Standard' or 'Admin' permissions to the Observations tool can now choose to create an observation while viewing a model in the Models tool on the Procore iOS app. See Create Observations from a Model (iOS).

View All Release Notes: Models


Observations (Project Level)

Working Days for Due Dates on Observations (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for observations will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Observations.

Create Custom Fields (2/13/2020)

Company Admin users can now create custom fields for the Observation tool using configurable fieldsets. See Create New Custom Fields. These custom fields will function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. 

View All Release Notes: Observations


Photos (Project Level)

No notable changes at this time. 

View All Release Notes: Photos


Prime Contract (Project Level)

No notable changes.

View All Release Notes: Prime Contract


Punch List (Project Level)

Working Days for Due Dates on Punch List Items (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for punch list items will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Punch List.

Updates to Punch List Item PDF Export (3/4/2020)

Additional fields from a punch list item are now included in a PDF export of the punch list item. See Export a Punch List Item as a PDF.

Create Custom Fields for Punch List Tool (2/19/2020)

Company Admin users can now create custom fields and add them to configurable fieldsets in the Punch List tool. See Create New Custom Fields.

View All Release Notes: Punch List


Reports (Project Level)

No notable changes.

View All Release Notes: Reports


RFIs (Project Level)

Working Days for Due Dates on RFIs (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFIs will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: RFIs.

View All Release Notes: RFIs


Schedule (Project Level)

Updated Gantt Chart View (02/25/2020)  

The Gantt view of the Project level Schedule tool has been redesigned with a refined look and expanded functionality. This update makes it easier to navigate through the schedule and view important information. See View a Project Schedule.
Note: Since the updated Gantt chart provides a more comprehensive and flexible experience with several new features, the Microsoft Project Viewer in Procore has been removed. In addition, the Gantt Chart settings (such as 'Enable MS Project Viewer Gantt Chart' and Task Level colors) are no longer available in the Schedule tool's Configure Settings page.

View All Release Notes: Schedule


Specifications (Project Level)

No notable changes at this time.

View All Release Notes: Specifications


Submittals (Project Level)

Working Days for Due Dates on Submittals (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for submittals will now depend on the project's 'working days'. See Set Project Working Days and Configure Settings: Submittals Tool.

Updates to the Submittal Workflow Table (2/11/2020)

Procore has updated the Submittal Workflow table in the project's Submittals tool. See Upload and Submit a SubmittalRespond to a Submittal as an Approver, and Edit a Submittal Response.

Enter '0' Days to Respond in Submittal Workflow (1/10/2020)

Users with the appropriate permissions to create or edit a submittal on projects with Dynamic Approver Due Dates enabled can now enter '0' in the 'Days to Submit/Respond' column in the Submittal Workflow table. This update also allows for '0' to be used in the 'Days to Submit/Respond' column in Submittal Workflow Templates. See What are dynamic approver due dates? and Manage Submittal Workflow Templates.

View All Release Notes: Submittals


Tasks (Project Level)

Working Days for Due Dates on Tasks (03/09/2020) 

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for tasks will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Tasks.

View All Release Notes: Tasks


Timesheets (Project Level)

Real-Time Labor Costing with Field Productivity (3/3/2020)

For Field Productivity clients collecting timecard entries in the field, Procore has released an update to help self-performing contractors minimize the risks of budget overrun due to labor costs. The labor costing updates provide project manager's with the ability to eliminate wait time associated with inputting timesheet updates. To learn more, see Project Financials: Real-Time Labor Costing with Field Productivity.

View All Release Notes: Timesheets


Transmittals (Project Level)

No notable changes.

View All Release Notes: Transmittals


Integrations


Azure AD SSO

No notable changes at this time.

View All Release Notes: Azure AD SSO


DocuSign

No notable changes at this time.

View All Release Notes: DocuSign


Procore Analytics

No notable changes.

View All Release Notes: Procore Analytics


Procore Data Extract

Data Type Updated for Various Columns (3/28/2020)
  • Updated: The following columns have had their data type upgraded to bigint:
    • Bid.CompanyID
    • BudgetForecastLineItem.ProjectID
    • BudgetModification.ProjectID 
    • BudgetView.ProjectID 
    • BudgetViewDetail.ProjectID 
    • BudgetViewSnapshot.ProjectID 
    • BudgetViewSnapshotDetail.ProjectID 
    • BudgetViewSummary.ProjectID 
    • CBIBudgetViewDetailSnapshot.ProjectID 
    • CBIBudgetViewDetailSnapshot.CompanyID 
    • CBIDataCountHistory.ProjectID 
    • CBIKPI.CompanyID 
    • ChangeEvent.ProjectID 
    • ChangeEventLineItem.ProjectID 
    • ChangeEventRFQ.ProjectID 
    • ChangeEventRFQQuote.ProjectID 
    • ChangeOrderPackage.ProjectID 
    • ChangeOrderPackageLineItem.ProjectID 
    • ChangeOrderPackageLineItemMarkupLineItem.ProjectID 
    • ChangeOrderPotential.ProjectID 
    • ChangeOrderPotentialLineItem.ProjectID 
    • ChangeOrderRequest.ProjectID 
    • Checklist.ProjectID 
    • ChecklistDistributionMember.ProjectID 
    • ChecklistInspector.ProjectID 
    • ChecklistItem.ProjectID 
    • ChecklistItemComment.ProjectID 
    • ChecklistItemHistory.ProjectID 
    • ChecklistItemObservation.int 
    • ChecklistItemObservation.ProjectID 
    • ChecklistSignatureRequest.ProjectID 
    • Company.id 
    • CompanyChangeOrderReason.CompanyID 
    • CompanyUser.CompanyID 
    • CompanyVendor.CompanyID 
    • CompanyVendorInsurance.CompanyID 
    • CoordinationIssue.ProjectID 
    • CoordinationIssueLinkedProcoreItem.ProjectID 
    • CoordinationIssueViewpoint.ProjectID 
    • CostCode.CompanyID 
    • CostCodeList.CompanyID 
    • DailyLogAccident.ProjectID 
    • DailyLogCall.ProjectID 
    • DailyLogConstructionReport.ProjectID 
    • DailyLogConstructionReportAttachment.ProjectID 
    • DailyLogDelay.ProjectID 
    • DailyLogDelayAttachment.ProjectID 
    • DailyLogDelivery.ProjectID 
    • DailyLogDeliveryAttachment.ProjectID 
    • DailyLogDumpster.ProjectID 
    • DailyLogEquipment.ProjectID 
    • DailyLogInspection.ProjectID 
    • DailyLogManpower.ProjectID 
    • DailyLogManpowerAttachment.ProjectID 
    • DailyLogNote.ProjectID 
    • DailyLogNoteAttachment.ProjectID 
    • DailyLogPlanRevision.ProjectID 
    • DailyLogProductivity.ProjectID 
    • DailyLogQuantity.ProjectID 
    • DailyLogSafetyViolation.ProjectID 
    • DailyLogVisitor.ProjectID 
    • DailyLogWaste.ProjectID 
    • DailyLogWeather.ProjectID 
    • DailyLogWork.ProjectID 
    • DailyLogWorkScheduleTask.ProjectID 
    • DirectCost.ProjectID 
    • DirectCostLineItem.ProjectID 
    • DrawingRevision.ProjectID 
    • DrawRequest.ProjectID 
    • Form.ProjectID 
    • Incident.ProjectID 
    • IncidentDistributionMember.ProjectID 
    • IncidentEnvironmental.ProjectID 
    • IncidentInjury.ProjectID 
    • IncidentInjuryAffliction.ProjectID 
    • IncidentNearMiss.ProjectID 
    • IncidentPropertyDamage.ProjectID 
    • IncidentWitnessStatement.ProjectID 
    • Location.ProjectID 
    • Log.ProjectID
    • Meeting.ProjectID 
    • Observation.ProjectID 
    • ObservationDistributionMember.ProjectID 
    • ObservationDrawing.ProjectID 
    • ObservationDrawingRevision.ProjectID 
    • Photo.ProjectID 
    • PrimeContract.ProjectID 
    • PrimeContractLineItem.ProjectID 
    • PrimeContractPayApp.ProjectID 
    • PrimeContractPayAppLineItem.ProjectID 
    • PrimeContractPayment.ProjectID 
    • ProductionQuantityActual.projectID 
    • ProductionQuantityActualEmployee.ProjectID 
    • ProductionQuantityBudgeted.ProjectID 
    • ProductionReportSummary.ProjectID 
    • Project.id 
    • Project.parent_job_id
    • Project.company_id 
    • ProjectCostCode.ProjectID 
    • ProjectDate.ProjectID 
    • ProjectDepartment.ProjectID 
    • ProjectRole.ProjectID 
    • ProjectTask.ProjectID 
    • ProjectTool.ProjectID 
    • ProjectUser.ProjectID 
    • ProjectVendor.ProjectID 
    • ProjectVendorInsurance.ProjectID 
    • PunchItem.ProjectID 
    • PunchItemAssignee.ProjectID 
    • PunchItemAssignment.ProjectID 
    • PurchaseOrderContract.ProjectID 
    • PurchaseOrderContractChangeOrderPackage.ProjectID 
    • PurchaseOrderContractChangeOrderPackageLineItem.ProjectID 
    • PurchaseOrderContractChangeOrderPackageLineItemMarkupLineItem.ProjectID 
    • PurchaseOrderContractChangeOrderPotential.ProjectID 
    • PurchaseOrderContractChangeOrderRequest.ProjectID 
    • PurchaseOrderContractInvoiceContact.ProjectID 
    • PurchaseOrderContractLineItem.ProjectID 
    • PurchaseOrderContractPaymentIssued.ProjectID 
    • RFI.ProjectID 
    • RFIAssignee.ProjectID 
    • RFIBallInCourt.ProjectID 
    • RFIDistributionList.ProjectID 
    • RFIDrawing.ProjectID 
    • RFIQuestion.ProjectID 
    • RFIQuestionAnswer.ProjectID 
    • ScheduleTask.ProjectID 
    • ScheduleToDo.ProjectID 
    • SubJob.ProjectID 
    • Submittal.ProjectID 
    • SubmittalApprover.ProjectID 
    • SubmittalBallInCourt.ProjectID 
    • TimeCardEntry.ProjectID 
    • WorkflowCurrentActivity.CompanyID 
    • WorkflowInstance.CompanyID 
    • WorkOrderContract.ProjectID 
    • WorkOrderContractChangeOrderPackage.ProjectID
    • WorkOrderContractChangeOrderPackageLineItem.ProjectID 
    • WorkOrderContractChangeOrderPackageLineItemMarkupLineItem.ProjectID 
    • WorkOrderContractChangeOrderPotential.ProjectID
    • WorkOrderContractChangeOrderRequest.ProjectID
    • WorkOrderContractInvoiceContact.ProjectID 
    • WorkOrderContractLineItem.ProjectID 
    • WorkOrderContractPaymentIssued.ProjectID 
       
New Reportable Fields from Procore's Commitments Tool (2/23/2020)
  • Added: New reportable fields in the PurchaseOrderContract table:
    • approval_letter_date
    • contract_date
    • execution_date
    • issued_on_date
    • letter_of_intent_date
    • returned_date
  • Added: New reportable fields in the WorkOrderContract table:
    • approval_letter_date
    • contract_date
    • execution_date
    • issued_on_date
    • letter_of_intent_date
    • returned_date

View All Release Notes: Procore Data Extract


OneLogin SSO

No notable changes at this time.

View All Release Notes: OneLogin SSO


Okta SSO

No notable changes at this time.

View All Release Notes: Okta SSO


QuickBooks®

No notable changes.

View All Release Notes: QuickBooks®


Sage 100 Contractor®

No notable changes.

View All Release Notes: Sage 100 Contractor®


Sage 300 CRE®

Import Job Cost Transactions from Sage 300 CRE® into Procore (1/27/2020)

If your Procore company account is integrated with Sage 300 CRE®, you now have the ability to import job cost transaction data from Sage 300 CRE®. Once imported,  the lump-sum cost values of those transactions can be viewed in the 'Direct Costs' column on a budget line item. In addition, users who are assigned the appropriate granular permission can also click the value in the 'Direct Costs' column in the budget tool to open a window showing detailed information about the direct cost. See ERP Integrations: Import Sage 300 CRE® Job Cost Transactions to Procore.

View All Release Notes:  Sage 300 CRE®


Viewpoint® Vista™ Integration by Ryvit

No notable changes.

View All Release Notes: Integration by Ryvit: Viewpoint® Vista™


Platform

Announcements

No notable changes at this time.

View All Announcements: Platform


 

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