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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)

Increased Custom Field Limit for the Incidents Tool (10/9/2020)

Procore has increased the custom field limit for each component of the Incidents tool from 10 to 15. This includes increased limits for Incident General Information, Injury Illness Records, Property Damage Records, Environmental Records, Near Miss Records, Witness Statements, and Actions. See Create New Custom Fields.

New Configurable Fieldsets for T&M Tickets (09/29/2020) 

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the T&M Tickets tool. See Which fields in the T&M Tickets tool can be configured as required, optional, or hidden? 

Removed 'Time Tracking' Tab from Company Level Admin Tool (9/3/2020)

Procore has removed the 'Time Tracking' tab from the 'Tool Settings' section of the Company Level Admin tool. All of the same settings and controls continue to be available to users with 'Admin' level permission on the Company level Timesheets tool. See Configure Advanced Settings: Company Level Timesheets.

Ability to Delete Custom Fields (08/14/2020)

Company Admins now have the ability to permanently delete custom fields that were created in the Company level Admin tool. Being able to fully delete a custom field ensures that it cannot be selected on fieldsets or used in any projects in your organization's account. See Delete Custom Fields.

Searchable Project Number when Applying Fieldsets (07/06/2020)

Company Admin users now have the ability to search for the project name and number when assigning a configurable fieldset. See Apply Configurable Fieldsets to Projects.

Ability to Create Custom Fields for the Notes Log in the Daily Log Tool (06/10/2020)  

Company Admin users can now create custom fields for the Daily Log tool's Notes Log 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. 

Create Custom Fields for Inspections Tool (06/08/2020)

Procore has added the ability to create custom fields for the Inspections tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields.

Overdue Email Notifications According to Timezone (06/05/2020)

Users will now receive overdue email notifications for the Punch List, Observations, and Inspections tools at 6:00 a.m. in the timezone of the Procore account sending the emails. The timezone can be edited from the General Settings in the Company Admin tool. See Configure Your Company Settings.

Custom Translation for Observation Types (06/02/2020)

Procore has released the ability for users with 'Admin' level permissions on the company's Admin tool to configure translations for Observation Types created in the Observations tool. This allows teams who work in more than one language to maintain consistency at the project level when recording observations. See Add Custom Translations to Observation Types.

Create Custom Fields for Incidents Tool (05/29/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now create custom fields and add them to configurable fieldsets for the Incidents tool. See Create New Custom Fields.

New Custom Fields Data Types (04/28/2020)

A user can now select "Rich Text" or "Date" as a new data type when creating new custom fields at the company admin level. These data types are available on all tools with custom fields. See Create New Custom Fields.
Note: Rich text is currently not supported on fieldsets created for the Manpower log.

Reorder Custom Fields in a Fieldset (04/28/2020)

A user can now reorder custom fields after they have been applied to a fieldset by clicking and dragging the cluster of dots to the left of the custom field name. See Create New Custom Fields.
Note: You can only reorder the custom fields not any of the Procore Standard fields.

New Configurable Fieldsets for Submittal Logs (04/12/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Submittal tool's submittal logs. See Which fields in the Submittals tool can be configured as required, optional, or hidden?

Updated Appearance for Configurable Fieldsets (04/10/2020)

Procore has updated the appearance of configurable fieldsets on the company's Admin tool to make it easier to create project-specific fieldsets. While these pages have a new look, all other functionalities and your configured fieldsets remain the same. See Create New Configurable Fieldsets.

New Configurable Fieldsets for Incident Environmental Records (03/30/2020)

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 (03/23/2020)

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 (03/03/2020)

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 (03/03/2020)

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 (02/21/2020)

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 (02/20/2020)

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 (02/19/2020)

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 (02/13/2020)

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 (02/12/2020)

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 (01/27/2020)

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 (01/16/2020) 

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 (01/15/2020)

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 (01/15/2020)

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)

Self-Unlock Account by Resetting Password (4/27/2020)

If your Procore account enforces a lockout policy, a user who has failed to log in successfully after three attempts will automatically be locked out of their user account. In addition to the option to contact your company's Procore account administrator to unlock their account, users now have the alternative option to unlock their account themselves by resetting their password. See How do I reset an unknown password?

'Permission Templates' and 'Permission Exports' Sections Moved to Permissions Tool (4/13/2020)

The 'Permission Templates' and 'Permission Exports' sections in the Company level Directory have been moved to the company's Permissions tool. See Manage Permission Templates.

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 Update for Document Search Results (09/16/2020) 

The Documents tool has been updated with an enhanced experience for searching and filtering documents. The updated interface is now consistent with the rest of the tool and offers a more intuitive way of finding documents. Search results now display a total count of terms that match your search, and those matches are highlighted in the file or folder name. In addition, the export button for exporting search results has been updated to match the export icon used in other areas of the tool. See Search for and Filter Company Level Documents.

Bulk Upload New Versions of Files (03/31/2020) 

As a follow-up to the Documents tool visual redesign, you can now upload new versions of files in bulk. When uploading files to a folder, Procore will list any files that already exist with the same name. You can then select whether to upload each file as a new version or rename them. See Upload Files or Folders to the Company Level Documents Tool and Upload a New Version of a File in the Company Level Documents Tool.

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 Multiple Response Sets Added (4/2/2020)

Procore has added two new multiple response sets called '[Procore] Yes/No' and '[Procore] True/False'. These multiple response sets have been automatically added to the Company level Inspections tool for all companies with the Inspections tool enabled and they can be used on all projects with the Inspections tool enabled. Multiple response sets can be added when creating or editing both Company level and Project level inspection templates. See Create a Company Level Inspection TemplateEdit a Company Level Inspection TemplateCreate a Project Level Inspection Template, and Edit a Project Level Inspection Template.

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

Procore has added a new inspection template called '[Procore] 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 '[Procore] Jobsite Cleanliness and Preparedness Checklist' inspection template on my project?

View All Release Notes: Inspections


Permissions (Company Level)

New Granular Permission to Act as RFI Manager on RFIs (7/22/2020)

Procore has added a new granular permission to allow users with 'Read Only' and 'Standard' level permissions on the project's RFIs tool to act as RFI Manager. Users with this granular permission will be able to perform some additional tasks for RFIs they create ('Standard' only) or that they are designated as 'RFI Manager' for.  See See Grant Granular Permissions in a Permission Template and What is the RFI Manager role?

New Granular Permission to Mark Official Responses on RFIs (4/30/2020)

Procore has added a new granular permission to allow users to mark official responses on an RFI if they are the RFI's creator or if they are an Assignee or a Distribution List member on the RFI. See Grant Granular Permissions in a Permission TemplateNote: The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for an RFI's creator to view all responses to the RFI. See Configure Advanced Settings: RFIs.

New Permissions Tool (3/4/2020)

With the new Permissions tool, you can now create and manage both global and project specific (a.k.a. company and project) permission templates for Project level tools.

View All Release Notes: Permissions


Planroom (Company Level)

No notable changes at this time.

View All Release Notes: Planroom


Portfolio (Company Level)

New Project Level Language Selection (9/1/2020)

Procore has released a new setting that allows users with the appropriate permissions to select the language they want an individual Procore project to be displayed in. Previously, in order to change a project's language, users needed to request the change from their Procore point of contact. Now a project's language can be selected by users with the appropriate permissions to create new projects or to update existing projects. See Create a New Project. On existing projects, this setting is managed in the 'General' tab under the Project Settings in the Project level Admin tool. See Update General Project Information.

New User Level Language Selection in 'My Profile Settings' (8/6/2020)

Procore has released a new setting that allows users to select the language they want their individual Procore account to be displayed in. Unlike changing the language for a project or an entire company account, selecting the language for your user account will not have any impact on the language settings for other users. See Change Your Account Language in 'My Profile Settings'.

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)

Create and Edit Custom Questions on the Prequalification Form (6/25/2020)

Procore has added the ability to create and edit custom questions on the Company level Prequalifications tool using the Prequalification form. This functionality allows you to capture the most relevant and job specific information from prospects when determining their prequalification status. 

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)

Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (10/16/2020)

'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Company level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Company Report.

Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (10/2/2020)

Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Company Report.

Column Name Changes for Submittal Reports (9/29/2020)

Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Company Report.

  • 'Approver Sent Date' is now 'Date Sent to Approver'
  • 'Approver Return Date' is 'Date Returned by Approver'
  • 'BIC Sent Date' is now 'Date Sent to BIC'
  • 'BIC Returned Date' is now 'Date Returned by BIC'
Column Name Change for Financial Reports (9/21/2020)

Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Company Report.

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Company level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Company Report. The following fields are now available as options:

  • MeetingsAttachmentsMeeting TemplateNumber InvitedNumber AttendedAbsent AttendeesInvitedMeeting IDAssignment, and Meeting #.
  • Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
  • PhotosStarred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Reporting Options on Requested Changes in Schedule Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Company level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Company Report.

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)

Create a Report on Requested Changes for the Schedule Tool (04/17/2020)  

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Company level Reports tool. This allows users with appropriate permissions to the Company level Reports tool to create custom reports on requested schedule changes in the Schedule tool. See Create a Custom Company Report.

View All Release Notes: Schedule


Timecard (Company Level)

No notable changes.

View All Release Notes: Timecard


Timesheets (Company Level)

New Bulk Actions Menu Options & Improved Pagination (10/16/2020)

Procore has added two new options in the Bulk Actions menu of the Company level Timesheets tool—Edit and Duplicate. To learn more, see Edit Your Company's Timesheets in Bulk and Duplicate Your Company's Timesheets in Bulk. In addition, a new Employees drop-down list lets you select how many employee's appears on a single page. For more details about this update, see Company Timesheets: New Bulk Actions Menu Options & Improved Pagination

Pagination on Timesheets (07/17/2020)

To reduce page loading times, Procore has added pagination to the Timesheets tool at both the Project and Company levels.

View a Timecard's Change History (07/16/2020)

Users can now view the Change History of an individual's Timecard in the Company level Timesheets tool. See View a Time Entry in the Company Level Timesheets Tool.

Export Timecard Entries into Sage 300 CRE® (05/08/2020)

Procore has released an update to the Timesheets tool that allows companies who have purchased Resource Management to export timecard entries from Procore into Payroll on Sage 300 CRE®. See Set Up your Payroll Export for use with Sage 300 CRE® and Export Timesheet Data from Procore into Sage 300 CRE®.

Reallocate Timecard Data to Multiple Entries (05/08/2020)

The Company Timesheets tool now includes a feature to split a time entry into multiple entries, allowing users to more easily review and edit hours. With this release, admins can now view a worker's time breakdown across dedicated time type columns (regular time, overtime, etc.) and easily reallocate submitted hours into new timecards containing updated project or time details. See Reallocate Time to New Timecards on the Company Timesheets Tool.

Assign Default Cost Types to Timecard Entries (03/06/2020)

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)

New Project Level Language Selection (9/1/2020)

Procore has released a new setting that allows users with the appropriate permissions to select the language they want an individual Procore project to be displayed in. Previously, in order to change a project's language, users needed to request the change from their Procore point of contact. Now a project's language can be selected by users with the appropriate permissions to create new projects or to update existing projects. See Create a New Project. On existing projects, this setting is managed in the 'General' tab under the Project Settings in the Project level Admin tool. See Update General Project Information.

New Required Project Fields (4/27/2020)

The fields 'total value', 'start date', and 'completion date' are now required for all new and existing Procore projects. See Update General Project Information.

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)

Set Bid Due Dates as "To be Determined" (5/14/2020)

Procore has released the ability to create bid packages without selecting an exact due date. This allows you to continue to move projects forward as many project timelines remain uncertain due to the COVID-19 pandemic. See Create a Bid Package.

View All Release Notes: Bidding


Budget (Project Level)

New 'Procore Labor Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labor Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events, and Change Orders. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labor Productivity Cost' Budget View.

Limited Release of Advanced Forecasting Feature for the Budget Tool (6/11/2020)

For clients using Procore's Project Financials tools, Procore has released an Advanced Forecasting feature for use with the Project level Budget tool. This feature must be enabled in your environment by Procore. To learn more, see Project Financials: Advanced Forecasting for the Budget Tool

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)

Enable/Disable the Unit-Based Columns on Change Events (8/28/2020)

Procore has updated the 'Column Display' settings on the Configure Settings page of the Change Events tool. Prior to this release, the checkbox for the unit-based features was turned ON by default on new projects.  Now, the unit-based features are turned OFF on new projects by default.  To learn about these settings, see How do the Change Events tool's column display settings work? and Enable/Disable the Unit-Based Columns on the Change Events Tool.  With this update, you can also now edit the value in the 'Cost ROM' column inline. 

Procore has removed the right sidebar from the project's Change Events tool. This update is part of a larger design effort to progressively remove the sidebar from all Procore tools to increase the amount of available space for each page. For details, see Change Events: Removed Sidebar from Change Events Tool.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available. 

New 'Procore Labor Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labor Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events, and Change Orders. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labor Productivity Cost' Budget View.

Units of Measure Now Carry Over to New Commitments, CCOs, and CPCOs (5/5/2020) 

As a follow-up enhancement to the March 2020 release of the Consistent & Custom Units of Measure feature, Procore has been updated so that the Unit Cost, Unit Qty, and UOM values on a change event line item are now carried over to a newly created Commitment, Commitment Change Order (CCO), and Commitment Potential Change Order (CPCO).  To learn more about the Consistent & Custom Units of Measure release, see Financial Management: Consistent & Custom Units of Measure.

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)

Improved Search now includes the Change Orders Tool (9/14/2020) 

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search for purchase orders: Number (#), Title, Bill To, Ship ToContract Company, Description, Payment Terms, and Ship Via. The system also searches these fields for subcontracts: Number (#), Title, Contract Company, Description, Inclusions, and Exclusions. For both purchase orders and subcontracts, Procore has also added type-ahead search capabilities on the Contract # and Title fields. See Search for Items Within a Project Using Procore Search.

New 'Procore Labor Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labor Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events, and Change Orders. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labor Productivity Cost' Budget View.

Consistent & Custom Units of Measure (3/31/2020)

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.

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)

Improved Search now includes the Commitments Tool (9/14/2020) 

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search for change orders: Number (#), Title, and Description. See Search for Items Within a Project Using Procore Search.

Procore has removed the right sidebar from the project's Commitments tool. This update is part of a larger design effort to progressively remove the sidebar from all Procore tools to increase the amount of available space for each page. For details, see Commitments: Removed Sidebar from Commitments Tool.

Sliding Scale Retention Now Available in All Countries (8/7/2020)

Procore's Sliding Scale Retention feature is now available to Procore customers in all countries. This feature was initially released in January 2020 to Procore customers in Australia. For details on this follow-up release, see Commitments: Sliding Scale Retention Now Available in All Countries.

Units of Measure Now Carry Over to New Commitments, CCOs, and CPCOs (5/5/2020) 

As a follow-up enhancement to the March 2020 release of the Consistent & Custom Units of Measure feature, Procore has been updated so that the Unit Cost, Unit Qty, and UOM values on a change event line item are now carried over to a newly created Commitment, Commitment Change Order (CCO), and Commitment Potential Change Order (CPCO).  To learn more about the Consistent & Custom Units of Measure release, see Financial Management: Consistent & Custom Units of Measure.

Consistent & Custom Units of Measure (3/31/2020) 

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.

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)

You can now link existing coordination issues from the Coordination Issues tool to other markup types on a drawing in the Drawings tool, as opposed to only being able to add pins on a drawing to link to coordination issues. See Create or Link Coordination Issues on a Drawing.

Being able to choose from more commonly used markup types (such as clouds, arrows and boxes) for linking existing coordination issues helps ensure the nature of an issue is clear and leads to a more seamless design review process in Procore. See Link Items on a Drawing

View Coordination Issues on Model Web Viewer (07/13/2020)

Procore has released an integration between the Coordination Issues tool and the Models tool that allows users to view any Coordination Issue created in the mobile viewer or the Navisworks® plugin directly in the Procore web viewer. From the Coordination Issues tool on the web, users will also be able to navigate to the location of the issue from viewing the model in the Models tool. See View a Coordination Issue.

Activity Feed on List View Side Panel (06/05/2020)

As an improvement to the list view side panel introduced in April, the list view now includes the Activity Feed so users can quickly review all issue history, @comment collaborators, and more without opening a new browser tab. See View a Coordination Issue.

List View Improvements for Coordination Issues (04/02/2020)

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 (03/13/2020)

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 (01/17/2020) 

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)

Additional Fields Available for Custom Reports on the Daily Log Tool (09/18/2020) 

When creating a custom report on the Daily Log in the Project or Company level Reports tool, you can now report on the following fields: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs.

In addition, you can now filter by the Company field for the Daily Construction Report log.

Ability to Configure Fieldsets for Visitors Log on the Daily Log Tool (07/17/2020) 

Procore now allows users with 'Admin' permissions to the Company Admin tool to configure fieldsets for the Visitors log in the Daily Log tool. A fieldset determines whether data entry in a particular field is optional, required, or hidden from view when team users create or edit the Visitors log. See Create New Configurable Fieldsets.

Create Custom Fields for the Visitors Log in the Daily Log Tool (07/17/2020)  

Procore has added the ability for custom fields to be created for the Visitors log section in the Daily Log tool. You can use custom fields to capture information your company requires for tracking visitors to and from job site. 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. 

New Reject and Resubmit Feature for Collaborator Entries in the Daily Log (07/14/2020) 

Procore has added a 'Reject' button to the Daily Log tool so that Admins have the option to reject a collaborator entry if needed. See Approve or Reject Daily Log Entries. When an entry is rejected, a notification email will be sent to the collaborator, and they will see a 'Resubmit' button next to their original entry. See Resubmit a Daily Log Entry as a Collaborator. After an entry has been resubmitted, it will appear as a pending entry again to be approved or rejected.

Ability to Create Custom Fields for the Notes Log in the Daily Log Tool (06/10/2020) 

Company Admin users can now create custom fields for the Daily Log tool's Notes Log 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: Daily Log


Direct Costs (Project Level)

Improved Search now includes the Direct Costs Tool (9/14/2020)  

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the Vendor field for matches and has new type-ahead search capabilities. See Search for Items Within a Project Using Procore Search.

Consistent & Custom Units of Measure (3/31/2020) 

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.

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 Update for Document Search Results (09/16/2020) 

The Documents tool has been updated with an enhanced experience for searching and filtering documents. The updated interface is now consistent with the rest of the tool and offers a more intuitive way of finding documents. Search results now display a total count of terms that match your search, and those matches are highlighted in the file or folder name. In addition, the export button for exporting search results has been updated to match the export icon used in other areas of the tool. See Search for and Filter Project Level Documents.

Create Custom Fields for the Documents Tool (06/01/2020) 

Procore has added the ability for Company Admins to create custom fields for the Project level Documents tool. This allows your company to add additional fields that can be filled out in a project's Documents tool. See Create New Custom Fields.

After custom fields are used in a project's Documents tool, you can search for and filter by these fields. Currently, this is only available for custom fields of the Checkbox, Single Select, or Multi Select field types. See Search for and Filter Project Level Documents.

Bulk Upload New Versions of Files (03/31/2020) 

As a follow-up to the Documents tool visual redesign, you can now upload new versions of files in bulk. When uploading files to a folder, Procore will list any files that already exist with the same name. You can then select whether to upload each file as a new version or rename them. See Upload Files or Folders to the Project Level Documents Tool and Upload a New Version of a File in the Project Level Documents Tool.

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)

Added Support for Touch-Screen Devices Using Procore Web (10/20/2020)

Procore has added support for touch-screen devices (such as Microsoft Surface computers and digital plan tables) using the Drawings tool in the Procore web application. This means you can now add markups, link items, and pan/zoom on drawings using touch-gestures from all supported browsers. 

Procore has updated the Drawings tool to allow you to link existing coordination issues from the Coordination Issues tool to other markup types on a drawing, as opposed to only being able to add pins on a drawing to link to coordination issues. See Create or Link Coordination Issues on a Drawing.

Being able to choose from more commonly used markup types (such as clouds, arrows and boxes) for linking existing coordination issues helps ensure the nature of an issue is clear and leads to a more seamless design review process in Procore. See Link Items on a Drawing

Filter Drawings by Custom Fields (08/28/2020)

The Drawings tool has been updated to include custom fields as a filtering option for the drawings log. If your project uses one or more custom fields for a project's Drawings tool, these fields will now appear as options to select in the 'Add Filter' drop-down menu. See Search for and Filter Drawings.

Updated Markup Toolbar for the Drawings Tool (07/15/2020)

The markup toolbar in the Drawings tool on the Procore web application has been updated to include a new 'Pins' drawer. See Mark Up a Drawing. The Pins drawer is where you can choose to add pin markups for linking photos, punch items, coordination issues, and observations in the project. These tools were already organized under a Pin icon on the Procore mobile application, and this release ensures a consistent experience for adding pin markups to a drawing. 

As a result of the pin options being moved into a Pins drawer, the toolbar is not as long, and the markup tool icons are now slightly larger. This allows for easier use of the markup toolbar, regardless of the size of the browser window. 

Create Configurable Fieldsets and Custom Fields for the Drawings Tool (06/04/2020)

Company Admins can now create new configurable fieldsets for the Drawings tool in order to designate which fields are required, optional, or hidden within projects. After a fieldset is created, new custom fields can also be created and applied to the Drawings tool for one or more projects. 

With the ability to customize fields, you can ensure important information related to drawings is entered, and later create custom reports off this custom data. Configurations for fieldsets and custom fields are reflected in projects on Procore's web and mobile applications, so your configurations and custom fields are always presented. See Which fields in the Drawings tool can be configured as required, optional, or hidden?
Note: This release is part of a larger initiative to modernize the Drawings tool and introduce additional features. Minor changes were made for editing drawings, however larger improvements will be coming soon. See Edit Drawings.

Searches and Filters are Now Respected in Drawing Log Exports (05/28/2020)

Exports of the Drawings log now respect applied searches and filters. This allows users to export a list of relevant drawings, instead of only being able to export the entire log. See Export the Drawings Log to a PDF or CSV.

Procore has added a feature to the Drawings tool that allows 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.  

Updated Navigation Bar in the Drawings Viewer (03/12/2020)

The navigation bar for viewing drawings has been updated to show the Drawing Date and Set Name in the Revision drop-down menu. See View Drawings.

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)

Increased Custom Field Limit for the Incidents Tool (10/9/2020)

Procore has increased the custom field limit for each component of the Incidents tool from 10 to 15. This includes increased limits for Incident General Information, Injury Illness Records, Property Damage Records, Environmental Records, Near Miss Records, Witness Statements, and Actions. See Create New Custom Fields.

New Body Parts Diagram in 'Body Parts Affected' Menu (6/30/2020)

Procore has added a body parts diagram feature to the 'Body Parts Affected' section of the Injury/Illness Record in the Incidents tool. You can use the body parts diagram to select which part of the body is affected when recording an injury or illness incident. The body diagram distinguishes between upper and lower body parts, front and back, and internal organs such as the heart and lungs. See Add an Injury/Illness Record to an Incident.

Create Custom Fields for Incidents Tool (5/29/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now create custom fields and add them to configurable fieldsets for the Incidents tool. See Create New Custom Fields.

New Options in 'Body Parts Affected' Menu (5/20/2020)

Procore has added new options in the 'Body Parts Affected' selection menu in Injury/Illness record in the project's Incidents tool. These new options include selections accounting for which side of the body is affected, including 'Right Hand', 'Left Leg,' and more. The options in the 'Body Parts Affected' selection menu are also now grouped and organized based on the location of the body parts affected. See Add an Injury/Illness Record to an Incident.

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 Custom Fields for Inspections Tool (6/8/2020)

Procore has added the ability to create custom fields for the Inspections tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields.

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)

Additional Fields Available for Custom Reports on the Meetings Tool (09/18/2020) 

When creating a custom report on Meetings in the Project or Company level Reports tool, you can now report on the following fields: Attachments, Meeting Template, Number Invited, Number Attended, Absent Attendees, Invited, Meeting ID, Assignment, and Meeting #.

GoToMeeting Integration (5/18/2020)

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

When you add a meeting to your personal calendar (using the automatic add or .ics file download), the 'Video Conferencing Link' field is now also added to the calendar item. If a location exists in the Meeting Location field, the location link is shown next to the video link and separated by a comma. See Add a Meeting To Your Personal Calendar.

Microsoft® Teams Integration (4/10/2020)

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

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)

Measure Shortest Distance Between Two Objects (07/27/2020)

Procore has released the ability for users to select two objects and automatically calculate the shortest distance between them for design and constructability review. See View a Model.

Keyboard Navigation on Models Web Viewer (07/10/2020)

Procore has released the ability for users to switch between navigation tools in the Models tool's web viewer with their keyboard, allowing easier and more efficient navigation. See View a Model.

Model Views Added to Web Viewer (05/29/2020)

Users now have the ability to navigate to a model's Viewpoints created in Navisworks® that have been imported into Procore. See View a Model.

Models Web Viewer UI Update (04/29/2020)

The interface for the web viewer on the Models tool received an update that moved the location of 2D drawings and navigation tools.

Procore BIM 3D Web Viewer (04/9/2020)

Users of Procore BIM are now able to view and navigate 3D models in the Procore web application from the Project level Models tool. See View a Model.

Ability to Import Viewpoints into the Procore Mobile Models Viewer (03/13/2020)

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 (01/30/2020)

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)

Custom Translation for Observation Types (6/2/2020)

Procore has released the ability for users with 'Admin' level permissions on the company's Admin tool to configure translations for Observation Types created in the Observations tool. This allows teams who work in more than one language to maintain consistency at the project level when recording observations. See Add Custom Translations to Observation Types.

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)

Additional Fields Available for Custom Reports on the Photos Tool (09/18/2020) 

When creating a custom report on the Photos tool in the Project or Company level Reports tool, you can now report on the Starred and Origin fields.

View All Release Notes: Photos


Prime Contract (Project Level)

Improved Search now includes the Prime Contracts Tool (9/14/2020)

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search: Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Description, Inclusions, and Exclusions. In addition, Procore has added type-ahead search capabilities on the Contract # and Title fields. See Search for Items Within a Project Using Procore Search.

Improved Performance and New 'Manage Custom Groups' Button on the Configurable PDF Tab (6/19/2020)

Procore has released an update that improves the speed at which data displays when users expand and collapse data groups in the Configurable PDF tab of an owner invoice. The 'Create Group' link has also been replaced by a new 'Manage Custom Groups' button and a streamlined process for managing your customized billing groups. To learn more, see Create a Configurable PDF of an Owner Invoice.

Sync Prime Contracts & Prime Contract Change Orders Between Procore & Viewpoint® Spectrum®  (4/8/2020) 

Company accounts using the ERP Integrations tool can now import prime contracts created in Viewpoint® Spectrum® into Procore's Prime Contracts tool. In addition, you can now also export Prime Contract Change Orders (PCCOs) created in Procore to Viewpoint® Spectrum®. Exports also include the appropriate financial markup--both vertical and horizontal. See ERP Integrations: Sync Prime Contracts & PCCOs Between Procore & Viewpoint® Spectrum®.

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: 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)

Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (10/16/2020)

'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Project level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Project Report.

Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (10/2/2020)

Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Project Report.

Column Name Changes for Submittals Reports (9/29/2020)

Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Project Report.

  • 'Approver Sent Date' is now 'Date Sent to Approver'
  • 'Approver Return Date' is 'Date Returned by Approver'
  • 'BIC Sent Date' is now 'Date Sent to BIC'
  • 'BIC Returned Date' is now 'Date Returned by BIC'
Column Name Change for Financial Reports (9/21/2020)

Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Project Report.

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Project level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Project Report. The following fields are now available as options:

  • MeetingsAttachmentsMeeting TemplateNumber InvitedNumber AttendedAbsent AttendeesInvitedMeeting IDAssignment, and Meeting #.
  • Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
  • PhotosStarred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Reporting Options on Requested Changes in Schedule Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Project level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Project Report. A new customizable report with data on pending schedule change requests called 'Change Requests' has also been added to the available Schedule Reports in the Project level Reports tool.

View All Release Notes: Reports


RFIs (Project Level)

New Granular Permission to Act as RFI Manager on RFIs (7/22/2020)

Procore has added a new granular permission to allow users with 'Read Only' and 'Standard' level permissions on the project's RFIs tool to act as RFI Manager. Users with this granular permission will be able to perform some additional tasks for RFIs they create ('Standard' only) or that they are designated as 'RFI Manager' for.  See See Grant Granular Permissions in a Permission Template and What is the RFI Manager role?

New Granular Permission to Mark Official Responses on RFIs (4/30/2020)

Procore has added a new granular permission to allow users to mark official responses on an RFI if they are the RFI's creator or if they are an Assignee or a Distribution List member on the RFI. See Grant Granular Permissions in a Permission Template.  Note: The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for an RFI's creator to view all responses to the RFI. See Configure Advanced Settings: RFIs.

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)

Report on 'Overdue' Schedule Tasks using Custom Reports Tool (10/16/2020)  

'Overdue' has been added as a reportable field at the project and company level of the custom Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule task by 'Overdue'. See Create a Custom Project Report.

Create a Report on Requested Changes for the Schedule Tool (04/17/2020)  

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the project's Reports tool. This allows users with appropriate permissions to the project's Reports tool to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Project Report. A new customizable report with data on pending schedule change requests called 'Change Requests' has also been added to the Schedule Reports section in the Project level Reports tool.

Export Gantt View to CSV (03/19/2020)  

The Project level Schedule tool has been updated to allow the Gantt view of a project's schedule to be exported as a CSV file. See Export a Project Schedule.

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)

'Default Revision Number' Option Added to Specifications Uploads (07/30/2020)

Admins who are uploading Specifications can now set a ‘Default Revision Number’ under ‘Advanced Options’ in the Upload window. See Upload Specifications. The number or letter entered in this field will automatically be applied to all spec sections in the upload. This saves time that would normally be spent manually editing the Revision Number on each spec section individually.

Create Configurable Fieldsets and Custom Fields for the Specifications Tool (06/04/2020)

Company Admins can now create new configurable fieldsets for the Specifications tool in order to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. After a fieldset is created, new custom fields can also be created and applied to the Specifications tool in one or more projects. See Create New Custom Fields.

With the ability to customize fields, you can ensure important information related to specifications is entered, and later create custom reports off this custom data. Configurations for fieldsets and custom fields are reflected in projects on Procore's web and mobile applications, so your configurations and custom fields are always presented. See Which fields in the Specifications tool can be configured as required, optional, or hidden?

View All Release Notes: Specifications


Submittals (Project Level)

'General Information' Attachments Moved to Submittal Workflow Table (5/21/2020)

Attachments added to a submittal's 'General Information' when the submittal was created or edited can now be found in the Submittal Workflow table when viewing the submittal. See View a Submittal.

New Configurable Fieldsets for Submittal Logs (4/12/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Submittal tool's submittal logs. See Which fields in the Submittals tool can be configured as required, optional, or hidden?

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)

Pagination on Timesheets (07/17/2020)

To reduce page loading times, Procore has added pagination to the Timesheets tool at both the Project and Company levels.

Real-Time Labor Costing with Field Productivity (03/03/2020)

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


T&M Tickets (Project Level)

New Configurable Fieldsets for T&M Tickets (09/29/2020)  

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the T&M Tickets tool. See Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

Updated Signee Permissions in Procore Web Application for Mobile Users (09/23/2020)

Mobile users with 'Read Only' level permissions or higher on the T&M Tickets tool can now sign tickets using Procore for Android or Procore for iOS. Prior to this release, all users required 'Standard' permissions. In addition to the permissions change, users can only sign a ticket when they are the designated 'Signee' on that ticket. See Sign a T&M Ticket (Android) and Sign a T&M Ticket (iOS)

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Project Level Time & Materials (T&M) Tickets Tool (7/14/2020)

Released the new T&M Tickets tool. This tool provides users with the ability to document, track, and enable visibility into out of scope work from any mobile device through the Procore Android or iOS apps. With this new tool, you can set automatic notifications from the Procore web app or distribute tickets from your mobile device to provide more visibility of T&M exposure to all parties. From the mobile app, users can create, edit, verify, and sign T&M tickets quickly while on site. To learn more about this release, see T&M Tickets: New! Project Level Time & Materials Tickets Tool.

View All Release Notes: T&M Tickets


Transmittals (Project Level)

No notable changes.

View All Release Notes: Transmittals


Integrations


Azure AD SSO

No notable changes.

View All Release Notes: Azure AD SSO


DocuSign

No notable changes.

View All Release Notes: DocuSign


Procore Analytics

Procore Analytics Q3 2020 Release (9/24/2020)

The Procore Analytics release for Q3 of 2020 has been announced. See Procore Analytics: Q3 2020 Releases for more information.

Procore Analytics Q2 2020 Release (6/29/2020)

The Procore Analytics release for Q2 of 2020 has been announced. See Procore Analytics: Q2 2020 Releases for more information.

View All Release Notes: Procore Analytics


Procore Data Extract

New Table and Reportable Fields from Procore Tools Supporting Custom Fields (9/24/2020)
New Reportable Field from Procore's Daily Log Tool (9/24/2020)
  • Added: New reportable field in the DLManpower table based on user-defined custom fields for the Manpower Log in the project's Observations tool:
    • custom_fields
New Reportable Field from Procore's Observations Tool (9/24/2020)
  • Added: New reportable field in the Observation table based on user-defined custom fields for the project's Observations tool:
    • custom_fields
New SQL Views for Procore's Daily Log and Observations Tools (9/24/2020)
  • Added: New SQL view called vwDailyLogManpowerCustomField that reports on custom field data for the project's Observations tool in the following columns:
    • DailyLogManpowerID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id
  • Added: New SQL view called vwObservationCustomField that reports on custom field data for the project's Observations tool in the following columns:
    • ObservationID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id
New Table and New Reportable Fields from Procore's Change Events Tool (6/10/2020)
  • Added: New reportable fields in the ChangeEventRFQResponse table:
    • id
    • comment
    • created_at
    • deleted_at
    • updated_at
    • created_by_id
    • created_by_login
    • created_by_name
    • ChangeEventRFQID
    • ChangeEventID
    • ProjectID
    • DateUpdated
New Reportable Fields from Procore's Daily Log Tool (6/5/2020)
  • Added: New reportable fields in the DailyLogConstructionReport table:
    • local_city_hours
    • local_county_hours
    • minority_hours
    • first_year_hours
    • position
    • veteran_hours
    • women_hours
    • trade_is_active
    • trade_updated_at
New Table and New Reportable Fields from Procore's Punch List Tool (5/22/2020)
  • Added: New reportable fields in the PunchItemBallInCourt table:
    • id
    • name
    • login
    • locale
    • PunchItemID
    • ProjectID
    • DateUpdated
New Table and New Reportable Fields from Procore's Daily Log Tool (4/11/2020)
  • Added: New reportable fields in the DailyLogHeader table:
    • id
    • log_date
    • completed
    • completed_at
    • completed_by_id
    • completed_by_login
    • completed_by_name
    • completable
    • distributed_at
    • distributed
    • distributable
    • ProjectID
    • DateUpdated
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.

View All Release Notes: OneLogin SSO


Okta SSO

No notable changes.

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®

Export Subcontractor Invoices with a Custom Description with Sage 300 CRE® (10/16/2020)

Companies integrated with Sage 300 CRE® now have the ability to export subcontractor invoices from Procore to Sage 300 CRE® with a custom description. Prior to export, accounting approvers now have the option to enter a custom description in Procore that will be entered as the description on the invoice in the Sage 300 CRE® AP module.  To use this feature, see Accept or Reject Subcontractor Invoices for Export to Sage 300 CRE®.

Billed Rate Transactions with Sage 300 CRE® (7/10/2020)

Companies integrated with Sage 300 CRE® now have the ability to import billed rate transactions from Sage 300 CRE®. This will allow companies to designate specific cost types to pull from the Billed Amount column in the Billing module in Sage 300 CRE®. These transactions will be pulled into the Direct Costs tool as well as the Direct Costs column in the Budget tool. Companies can control the level of detail users can see with the use of granular permissions. Once a cost type is designated as a billed rate cost type, the change will be applied company-wide and it will appear in the configuration settings in the ERP Integrations tool. To set up billed rate transactions, see Enable ERP Billed Rate Transaction Syncing on a Procore Project.

Export Subcontractor Invoices to Sage 300 CRE® (6/2/2020)

For companies that have integrated Procore with Sage 300 CRE®, you can export subcontractor invoices from Procore's Commitments tool to Sage 300 CRE®, saving time and eliminating double-entry. To setup this feature, see Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®. For more information, see Export Subcontractor Invoices to Sage 300 CRE®.

Include Cost Forecast Data in Budget Exports to Sage 300 CRE® (3/6/2020)

For companies that have integrated Procore with Sage 300 CRE®, you can import your real-time actual cost data from Sage 300 CRE® into Procore's Budget tool. This lets project team's leverage their Sage 300 CRE® cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' and 'Forecast to Complete' values.  This ability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' and 'Forecast to Complete' values in Sage 300 CRE®. See ERP Integrations: Include Cost Forecast Data in Budget Exports to 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® Spectrum®

Sync Prime Contracts & Prime Change Orders Between Procore & Viewpoint® Spectrum®  (4/8/2020)

Company accounts using the ERP Integrations tool can now import prime contracts created in Viewpoint® Spectrum® into Procore's Prime Contracts tool. In addition, you can now also export Prime Contract Change Orders (PCCOs) created in Procore to Viewpoint® Spectrum®. Exports also include the appropriate financial markup--both vertical and horizontal. See ERP Integrations: Sync Prime Contracts & PCCOs Between Procore & Viewpoint® Spectrum®.

View All Release Notes: Integration by Procore: Viewpoint® Spectrum®


Viewpoint® Vista™ Integration by Ryvit

No notable changes.

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


Platform

Procore Search

Procore Search Now Available for All Major Tools in Procore (09/14/2020)

The Project level search feature, Procore Search, can now be used to search across all major tools in a project from a single location. See Which project tools support Procore Search? and Search for Items Within a Project Using Procore Search.
Note: Procore Search is not yet available for new and limited-release Procore tools, such as Correspondence and T&M Tickets.

Search for Items Within a Project Using Procore Search (06/22/2020)

Procore has released a new feature, Procore Search, which provides all project users with a single, consistent search experience across tools in a project. Instead of needing to search separately within each tool, you can now search for items across an entire project from one place in order to quickly locate the information you need. See Search for Items Within a Project Using Procore Search.