Changes by Tool

Make Bulk Edits to Items in Action Plan Templates (08/28/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

New Setting for Disabling Overdue Item Email Notifications During Weekends (04/06/2023)

In order to help reduce email interruptions during non-working days, Procore has added a new setting that allows Company Admins to prevent overdue email notifications from being sent to users during the weekend. See Can I prevent emails from being sent on the weekend? and Configure Your Company Settings.

Create Custom Fields for Daily Log equipment Log (03/06/2023)

Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Daily Log 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.

Custom Field Types and Sections for Inspections (02/08/2023)

When creating new Custom Fields for Inspections, you can use new field types such as Project Users, Company, Location, and Date and Time. Additionally, Procore has added the ability to organize Custom Fields on Inspections. Users can create Sections in their Configurable Fieldsets and add Custom Fields to those sections. Custom Fields show within the designated section on the Inspections for projects using that Fieldset. See Create New Custom Fields and What are custom sections and which Procore tools support them?

Orange Lock Icon Added to 'Super Private' Correspondence Types (01/24/2023)

Procore has added a new orange lock icon to 'Super Private' correspondence types in the list of correspondence types in the Company level Admin tool.

Correspondence Type Email Settings Moved to the Correspondence Tool (12/22/2022)

Procore has removed the 'Enable Closed Emails' setting for correspondence types from the Company level Admin tool and added email notification configurations to the project's Correspondence tool. See Configure Advanced Settings: Correspondence and Who receives correspondence item emails and push notifications?

'Date / Time' Custom Field Type Now Available for the Correspondence Tool (12/21/2022)

Users can now select 'Date / Time' as a field type when creating custom fields for the project's Correspondence tool. See Create New Custom Fields.

Unique Entity IDs now supported in Company Level Admin Tool SSO configuration (12/07/2022)

Users can now set up unique SSO configurations across multiple Procore company instances while using a single Identity Provider (IdP) tenant, by leveraging Unique Entity IDs. See Support for Unique Entity IDs in Single Sign-On.

Manage Custom Statuses for Correspondence Types in Company Level Admin Tool (08/24/2022)

Procore has added the ability to create and delete custom statuses for correspondence types in the Company level Admin tool. See Manage Custom Statuses for Correspondence Types.

New Custom Fields & Configurable Fieldsets for Subcontractor Invoicing (07/14/2022)

Procore has added the ability to create custom fields in the Company level Admin tool for the Project level Invoicing tool. The new custom fields function like other custom fields in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Invoicing.

Create Configurable Fieldsets, Custom Fields, and Custom Sections for Change Events (07/11/2022)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Change Events tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets and Which fields in the Change Events tool can be configured as required, optional, or hidden? Procore has also added the ability to create custom fields in the Company level Admin tool for the project's Change Events 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. In addition, Procore has added the ability to create custom sections for the project's Change Events tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a change event's 'General Information' section. See Create Custom Sections.

Phased Release of Work Breakdown Structure Complete (04/01/2022) 

Procore is pleased to announce that the phased rollout of Work Breakdown Structure that started on March 3, 2022 is now complete. Work Breakdown Structure (WBS) is a robust, flexible method for organizing and reporting on financial information. It includes the new WBS user experience for cost codes, cost types, and sub jobs in the Company and Project level Admin tools. You can now import cost codes, cost types, and sub jobs as segment items to the Company or Project level Admin tool using the Procore Imports app. To learn about the release, see Introducing Work Breakdown Structure.

Introducing Work Breakdown Structure (03/03/2022)

Starting March 3, 2022 through approximately the end of the month, Procore is deploying a gradual, phased release of Work Breakdown Structure (WBS). WBS is a robust, flexible method for organizing and reporting on financial information. The update includes the new WBS user experience in the Company and Project level Admin tools and it will be deployed to all Procore customers. To learn more, see Introducing Work Breakdown Structure. Additional documentation is available on the Work Breakdown Structure landing page. 

Updated Design for Creating Correspondence Types and Adding Template Correspondence Types (02/25/2022)

Procore has made design improvements to the steps for creating a correspondence type and adding template correspondence types. These two options are now accessible from the same button in the Correspondence settings of the Company level Admin tool. See Create a New Correspondence Type and Add a Template Correspondence Type. Additionally, when you create a new correspondence type, the system will suggest similarly named template correspondence types based on the text you enter for the correspondence type's name.

New Custom Field Types Added For the Project's Daily Log Tool (02/24/2022)

The following field types are now available to use for custom fields in the Manpower Log, Notes Log and Visitor Log: Rich Text, Tool User (Single Select), Project Directory User - (Single Select), and Project Directory User - (Multi-Select). See Create New Custom Fields.

Increased Character Limit for Correspondence Type Prefixes (01/11/2022)

Prefixes for correspondence types can now be up to 10 characters in length. See Create a New Correspondence Type and Edit a Correspondence Type.

New Option to Turn 'Correspondence Item Closed' Email Notifications On or Off (01/11/2022)

Procore has added a checkbox on correspondence types in the Company level Admin tool to allow users to decide whether email notifications are sent out when correspondence items created from one or more correspondence types are closed. See Create a New Correspondence Type and Edit a Correspondence Type.

NEW POINT-OF-VIEW DICTIONARY FOR OWNERS  (05/17/2023) 

The Bid Board has been revised to make the language more accessible for the owner audience. When applied to your company's Procore account, the owner point-of-view dictionary changes the labels and names of particular tools and objects in the user interface. For example, owners will now see Portfolio Planning as the tool name instead of Bid Board. See Available Point-of-View Dictionaries.

set and apply project templates in the bid board tool (02/08/2023) 

You can now set multiple projects as templates and apply them to other projects within the Bid Board tool. See Apply a Template in the Bid Board Tool and Set a Bid Board Project as a Template.

change column from 'requested bid item' to 'cost code' IN THE BID BOARD TOOL (02/06/2023) 

A ‘Requested Bid Item’ column has been added for estimates in the Bid Board. See Add Estimates in the Bid Board Tool. After a project has been added to the Portfolio tool in Procore, you can switch the column name from ‘Requested Bid Item’ to ‘Cost Code’ to select your own cost codes.

UNIT OF MEASURE RESTRICTION REMOVED FROM COST CATALOG (04/19/2023)

Unit of measure options are now available for catalog item types in the Estimating tool. Previously, 'each' was the only measurement option for Equipment, Subcontractor, Travel, and Custom catalog item types. Cost Catalog Excel templates have also been updated. See Add Items to a Cost Catalog. 

'taxable' field NOW available for cost catalog items (02/15/2023) 

A 'Taxable' field is now available when adding or editing a cost catalog item in the Cost Catalog tool. See Add Items to the Cost Catalog. Previously, the material tax was applied by default and could only be changed in the Estimating tool. The 'Taxable' field has also been extended to XLS files for bulk updates to cost catalog items. See Import Cost Catalog Items.

Merge Connected Companies (07/19/2023)

It is now possible to merge connected companies that are added from the Procore Construction Network and companies created locally in your Company level Directory. See Merge Companies and How are duplicate companies handled between the Directory tool and Procore Construction Network?

Assignable Default Project Permissions Templates (07/11/2023)

Assignable default project permissions templates are now available in the Company level Directory. This allows users with granular permission to 'Create and Edit Users (Based on Assignable Permissions Templates)' in the Company level Directory to assign other users selected Default Project Permissions Templates when adding or editing users. Previously only Directory Admins could do this task. Read more in the Announcement and see tutorials to Add User Accounts to the Company Directory and Edit Default Project Permissions in the Company Directory.

Assignable Company Permissions Templates (06/13/2023)

Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other users an assignable Company level permission template and grant access to Company level tools. Read more in the Announcement and see tutorials to Assign a Company Permissions Template to a User in the Company Directory and Change a User's Permissions to Company Tools in the Company Directory.

New Views and Filters when Managing Projects for a User (05/23/2023)

When editing a user's projects, you can configure the projects table show specific fields, rearrange and pin columns, or apply a filter to only show the user's assigned projects. To learn how, see View User Details in the Company Directory, Add an Existing User to Projects, and Remove an Existing User from Projects.

Easily Manage Users Access to Projects (04/06/2023)

Directory Admins and users with granular permissions to Create and Edit Users can now easily edit which projects a user belongs to. Read the Announcement or Add an Existing User to Projects in Your Company's Procore Account to learn more.

Direct Export for Commitments, Commitment Change Orders, and Subcontractor Invoices (07/21/2023)

Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.

Standard item numbering upon export for commitments, Change orders, and invoices  (04/10/2023)

Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.  

Unlink Subcontractor Invoices Synced with ERP (04/12/2022)

When a Procore project's subcontractor invoices are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor invoice then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.

For more information on a specific ERP integration see:

• QuickBooks® Desktop: Unlink Subcontractor Invoices Synced with ERP
• Sage 300 CRE®: Unlink Subcontractor Invoices Synced with ERP
• Sage 100 Contractor®: Unlink Subcontractor Invoices Synced with ERP
• Sage Intacct®: Unlink Subcontractor Invoices Synced with ERP
• Yardi Voyager®: Unlink Subcontractor Invoices Synced with ERP
• MRI Platform X®: Unlink Subcontractor Invoices Synced with ERP
• Acumatica Cloud ERP: Unlink Subcontractor Invoices Synced with ERP
• Integration by Ryvit: Unlink Subcontractor Invoices Synced with ERP

Enhanced Reporting for Workforce Management (04/10/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (03/13/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.

See All Project Schedules and Filter Calendar View (09/05/2023) 

Procore has added back the ability to view all project calendars at the same time from the Company level Schedule tool. New filters allow you to filter project schedules by project, stage, type, and more. Read the Announcement to learn more or see Search and Filter Project Schedules at the Company Level.

Temporary Changes to List and Calendar View (07/10/2023) 

Procore has made short-term change to the Company-level Schedule tool that provides an updated experience, while temporarily limiting functionality on the List and Calendar views. We are making foundational changes to the Schedule tool to support future investments and improve the overall performance. In order to do that work, some current functionality is temporarily unavailable. Read the Announcement to learn more.

Improved Export for QuickBooks® 2022 and After (04/28/2023)

Procore has updated the export files for QuickBooks® Desktop to improve the experience for customers importing their time entries into an upgraded version of QuickBooks® Desktop. Configure your Company Timesheets Payroll Settings based on your QuickBooks® Desktop version. After you Export Timecard Entries from Procore, you can seamlessly Import Procore Time Entries into QuickBooks® Desktop.

Default Cost Types for Timecards and New Defaults for ERP Synced Projects (03/20/2023)

Procore has updated the default cost type for time entries so that time entries more seamlessly connect with your projects' work breakdown structure so that they can display in your budget.

Additionally, Procore is introducing a new setting so that you can define what ERP synced cost types to apply to timecards on your ERP integrated projects so that they can seamlessly integrate with your ERP system. Learn more in this Announcement.

Project Role Dynamic Tokens for Default Assignment Alerts (09/26/2023)

Procore has added dynamic tokens for project roles in assignment alerts. When creating default assignment alerts, you can include information about the people with roles on the project including their name, role, email address and phone number. See Configure Default Assignment Alerts for Workforce Planning.

 Start and End Filters on Time Off List (09/12/2023)

Procore has added new start and end date filters to the Time Off List. See Search, Sort, and Filter the Time Off List.

Resource Bench Automatically Refreshes on Assignment Boards (09/06/2023)

When making an assignment Assignment Boards page, the resource bench now automatically refreshes when you click Save or Save and Alert. See Create a Workforce Assignment.

New Filters on the Time Off List (09/05/2023)

The Time Off List now only shows current or future time off for active users. You can use the new 'Past Time Off' filter to see time off that has already taken place, and the new Person Status filter to see time off for inactive users. See Search, Sort, and Filter the Time Off List.

Link to Company Directory When Viewing People in Workforce Planning (08/30/2023)

If data syncing is enabled between Procore Core tools and Workforce Planning, there is now a link between the person's profile in Workforce Planning and the Company directory. When you click the link in Workforce Planning, you will be taken to the person's profile in the Company level Directory. See View People Details in Workforce Planning.

View Time Off In Line with Assignments on the Gantt View (08/29/2023)

When viewing projects on the Assignments Gantt, you can see time off in line with assignments. When a user has multiple assignments on the Gantt Project view, time off will display across all the user's assignments. PDF exports, both portrait and landscape, now show time off when exporting from the Gantt Project view. See View the Assignments Gantt and Export the Assignments Gantt.

Project-specific Assignment Board and Gantt Views (08/25/2023)

You can now navigate to a project-specific Assignment Board or Gantt view when viewing the project details. See View the Assignments Boards and View the Assignments Gantt.

Sort Assignments List by Any Column (08/21/2023)

You can now sort the Assignments List by any column. See Sort and Filter the Workforce Assignments List.

New Employee Information on Look Ahead Report (08/08/2023)

State/Province information is now available in the Look Ahead Report, helping you better understand the location of your employees. See Export the Availability Look Ahead Report.

New Information on Assignments Gantt (07/25/2023) 

When viewing the Assignments Gantt page, you can now see project information, such as daily start and end times, project tags, and wage override information. Additionally, you can configure your Gantt page settings to display job titles and filter for job title as well. See View the Assignments Gantt and Search and Filter the Assignments Gantt.

Make Bulk Edits to Items in Action Plan Templates (08/28/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

CONFIGURABLE FIELDSETS, CUSTOM FIELD TYPES, AND SECTIONS FOR ACTION PLANS (06/07/2023) 

Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organize Custom Fields into sections on Action Plans.  See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?

Bulk Edit Items within Action Plans (05/22/2023)

When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses, and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Observations as References and Records (05/08/2023)

Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as a Reference (05/01/2023)

Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.

Add Forms as References and Records (04/26/2023)

Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as Records (04/06/2023)

Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Progress Bar for Plan Items (04/06/2023)

Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.

Filter Action Plan Items (03/08/2023)

Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method, or record type. To learn how, see Search and Filter Action Plan Items.

Action Plan Items Now show in 'My Open Items' (02/17/2023)

Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.

Item Level Status (02/13/2023)

Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.

Add Records Not Originally Requested (02/13/2023)

Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.

Copy Action Plan Sections and Items (02/01/2023)

Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.

ADD Submittals AS REFERENCES AND RECORDS (02/01/2023)

Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.

General Items and CSV Import Features now available for ERP Integrated Accounts (09/13/2023)

Users in accounts that are ERP integrated can now add general items to bid forms and create bid forms from CSV imports. See Import Bid Forms to the Bidding Tool, Create a Bid Form, and Do I need to use cost codes on a bid form? 

Create Bid Forms from a csv import (08/03/2023)

You can now create multiple bid forms at once by filling out and uploading a CSV file template. See Import Bid Forms to the Bidding Tool. You can choose to download a template with cost codes, or a blank template without cost codes. 

Add General Items to a Bid Form (06/22/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Bid Form and Do I need to use cost codes on a bid form? This allows more flexibility for defining and controlling bid scope. 

Bid Management Enhanced Experience (03/27/2023)

Procore has officially released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. See About Bid Management Enhanced Experience. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (04/24/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (01/26/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Custom Fields now visible in commitments List view (01/05/2023) 

Users can now see custom fields in the commitments list view table. Users can now view, filter, and sort by custom fields in the list view. 

Visual Updates to Correspondence Item Pages (08/10/2023)

Procore users now see a modernized design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History, and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.

Orange Lock Icon Added to 'Super Private' Items in Correspondence List (01/24/2023)

Procore has added a new orange lock icon to items that were created using 'Super Private' correspondence types to the List and Archive tabs in the project's Correspondence tool.

Support for IFC Model Files (04/10/2023) 

Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Export OBject Data From a Model (03/13/2023) 

Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.

More Precise Measurements on Drawing Markups (07/10/2023)

Measurement markups added to drawings will now show fractions of measurements within a precision of 1/32. See Add Measurements to a Drawing. These measurements can be viewed on all Procore applications (Web, iOS, and Android), and on drawings that have been downloaded as PDFs with markup. See Download Drawings.

Note: This change does not affect existing drawing measurement markups created before July 10, 2023.

Advanced Option for Detecting Revisions After Underscores in Drawing Numbers (05/08/2023)

Procore has updated an advanced option in the Upload Drawings modal to allow revisions to be pulled from drawing numbers with underscores (_). See Upload Drawing Revisions. The 'Contains Revision' checkbox has been changed to a 'Drawing No. Contains Revision' drop-down menu, where you can now select if drawing numbers contain revisions or not, and if the revisions are after the last decimal or the last underscore.

Note: As part of this update, the 'Drawing Revision' field under Advanced Options was renamed to 'Default Revision'.

New Snap to Points for takeoffs (09/07/2023)

There is a new snap to points feature available when managing takeoffs. Snap to points gives you greater control when creating objects for your takeoffs. See Manage Takeoffs.

Send estimate data to budget preview (08/08/2023)

There is a new preview window available when sending estimate data to the budget. This new feature allows you to view and adjust how estimate costs will be allocated to the project's budget. See Send an Estimate to the Budget. 

Apply WBS budget codes to Estimates (08/08/2023)

The new budget code feature let's you apply WBS budget codes to relevant estimate line items in Procore. Previously, estimate items were only connected to the cost code and cost type in the cost catalog. This feature strengthens Procore's Estimating connection with Procore’s Project Financials tools. See Procore Estimating: Apply WBS Budget Codes to an Estimate.

New Actions menu for Estimates (06/01/2023)

The new 'Actions' drop-menu easily makes available the following options for estimate line items: send to budget, create purchase order, and create prime contract. Previously, there was only a 'send to budget' button that showed options for creating a purchase order and prime contract after being clicked. Now you can see all options from one menu. See Send an Estimate to the Budget, Create a Prime Contract from an Estimate and Create a Purchase Order from an Estimate.

copy group to projects (04/26/2023)

The ability to copy a group within an estimate from one project to another project is now available. This feature saves time during the estimating process when pricing similar projects. Previously, groups could only be copied between estimates within the same project. See Copy a Group to Another Project. 

Unit of measure restriction removed from cost catalog (04/19/2023)

Unit of measure options are now available for catalog item types in the Estimating tool. Previously, 'each' was the only measurement option for Equipment, Subcontractor, Travel, and Custom catalog item types. Cost Catalog Excel templates have also been updated. See Add Items to a Cost Catalog. 

add 3D takeoffs (04/04/2023)

Procore has released a 3D takeoff feature that allows you to add takeoffs directly on Revit® files. See Add 3D Model Takeoffs. As you might have both drawings and models on a project, this feature allows you to use both sources of information within the Estimating tool to perform takeoffs and create estimates more efficiently based on your workflow.

Group by requested bid items (03/15/2023)

This Estimating tool feature is only available for bids sent with bid forms as part of the new Bid Management Enhanced Experience. Grouping by Requested Bid Item allows you to organize bid items by scope of work. See Add an Estimate.

Unit of Measurement Drop-Down Menu added For takeoffs (03/15/2023)

A drop-down menu with unit of measurement options is now available when creating takeoffs within the Estimating tool. See Add Takeoffs.

ability to import bill of materials(03/06/2023)

This feature can be used to import external bill of materials information from a previous source into a new project. Previously, only pricing information of existing projects could be updated and imported within the Estimating tab. See Add an Estimate.

ability to merge estimates (01/19/2023)

If you have multiple estimates and change orders that you would like to merge into one estimate, you can now use the merge feature. This allows you to combine the group items of multiple estimates and change orders into one single estimate without deleting the original estimate. See Merge Estimates.

New 'cost code' column on the estimating tab (01/17/2023)

Procore has added a new 'Cost Code' column to the Estimating tab to allow you to quickly select a cost code for a line item. Previously, cost codes could only be selected through the Edit Item menu. See Edit an Estimate.

Email and Push Notifications (03/21/2023)

Email and push notification configurations for the Project level Inspections tool have been added to inform users of inspection progress in real time. Read the Announcement and the tutorial to Configure Advanced Settings: Project Level Inspections.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (04/24/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (01/26/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Create Coordination Issues from a Model in the Web Viewer (07/17/2023)

You can now create an issue directly from the Issues side panel in the model viewer on Procore's web application without needing to navigate to the Coordination Issues tool. See Create a Coordination Issue in the Model Viewer. This allows you to quickly create issues in the context of the model. 

New Section Box Tool in the Web Viewer (07/17/2023)

A sectioning feature has been added to the model viewer in Procore's web application. See Use the Section Tool on a Model. The Section Box tool allows you to visualize and analyze the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). This helps to identify potential clashes or conflicts between different systems before construction begins.

Object Search Enhancements (07/17/2023)

You can now search for a specific object name to automatically apply it as a filter to see all results for the object in the model. See View a Model. All objects beneath the filtered object are automatically included, but you can choose to hide or show objects as necessary.

Edit the Status of a Coordination Issue in the side Panel (05/01/2023)

The Coordination Issues side panel in the model viewer on Procore's web application now allows you to edit the status of a coordination issue. See Edit a Coordination Issue in the Model Viewer. 

Custom Fields now visible in Prime Contract List view (01/05/2023) 

Users can now see custom fields within the prime contract list view table. Users can now view, filter, and sort by custom fields in the list view.

Enhanced Reporting for Workforce Management (04/10/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

USERS WITH COMPANY ADMIN PERMISSION CAN EDIT AND DELETE ANY REPORT TO WHICH THEY HAVE BEEN GRANTED ACCESS OR HAVE THE URL (03/13/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.

Modernized RFI Experience (05/22/2023)  

Procore has released several design and performance updates to the RFIs tool. These updates provide users with a more consistent and optimized experience when creating and viewing RFIs in Procore. Updates include changes to the RFI creation and edit screens, related items, and emails tabs. See RFIs: Modernized RFIs Experience.

Modernized Calendar View (05/17/2023)

Procore has updated the the Project level Schedule tool with a modernized calendar view, filters, and create and edit experience. Learn more in the Announcement and see, Create a Calendar Item, and Search for and Filter Calendar Tasks.

Configurable Break Tracking (07/19/2023)

Procore has added new lunch break tracking options to Project level Timesheets, allowing more flexibility to align with internal processes, and meet local regulations. Configure your project’s lunch break settings to not track breaks, or to track total break time or start and stop times. Read the Announcement and tutorials to Create Timesheets on Web, iOS, and Android.

updated docusign banners (03/13/2023)

This feature provides users with an improved experience and the ability to send their own refresh requests that synchronizes Procore with the most current information available from DocuSign. See What do the different DocuSign® banners in Procore mean?

Procore Analytics Q2 2023 Release (04/20/2023)

The Procore Analytics release for Q2 of 2023 has been announced. See Procore Analytics: Q2 2023 Releases for more information.

Procore Analytics Q4 2022 Follow-Up Release (11/30/2022)

As a follow-up to the Procore Analytics: Q4 2022, Procore has added new reportable table data for commitment change order line items. For a list of the reportable fields, see Procore Analytics: New Reportable Fields for Commitment Change Order Line Items. 

Procore Analytics Q4 2022 Release (10/27/2022)

The Procore Analytics release for Q4 of 2022 has been announced. See Procore Analytics: Q4 2022 Releases for more information.

Procore Analytics Q2 2022 Release (06/22/2022)

The Procore Analytics release for Q2 of 2022 has been announced. See Procore Analytics: Q2 2022 Releases for more information.

Procore Analytics Q1 2022 Release (03/29/2022)

The Procore Analytics release for Q1 of 2022 has been announced. See Procore Analytics: Q1 2022 Releases for more information.

Procore Analytics: New Reportable Fields Added Across Existing tables (08/01/2023)

Procore has added CompanyID BIGINT NOT NULL to the following tables:

• RFI
• RFIDrawing
• RFIQuestion
• RFIBallInCourt
• RFIQuestionAnswer
• RFIAssignee
• RFIDistributionList
• PunchItem
• PunchItemAssignee
• PunchItemAssignment
• PunchItemBallInCourt
• Observation
• ObservationDistributionMember
• ObservationDrawing
• ObservationDrawingRevision
• Checklist
• ChecklistDistributionMember
• ChecklistInspector
• ChecklistItem
• ChecklistItemComment
• ChecklistItemHistory
• ChecklistItemObservation
• ChecklistSignatureRequest
• DailyLogNote
• DailyLogNoteAttachment
• DailyLogManpowerAttachment

Procore Analytics: New Reportable Fields Added Across Existing tables (04/20/2023)

Procore has added the following line items:

• BudgetViewDetail table:
  • approved_budget_changes
• ChangeEvent table:
  • CompanyID
• ChangeEventLineItem table:
  • created_at
  • updated_at
  • CompanyID
• ChangeEventRFQ table:
  • CompanyID
• ChangeEventRFQQuote table:
  • CompanyID
• ChangeEventRFQResponse table:
  • CompanyID
• Company table:
  • is_demo
• Correspondence table:
  • sub_job_id
• DailyLogManpower table:
  • trade_name
• DailyLogManpowerAttachment table:
  • created_at
  • updated_at
  • CompanyID
• Project table:
  • accounting_project_number
  • is_demo
  • dictionary_type
• PurchaseOrderContractChangeOrderPackageLineItem table:
  • ChangeEventLineItemID
  • tax_code
• WorkOrderContractChangeOrderPackageLineItem table:
  • ChangeEventLineItemID
  • tax_code

Procore Analytics: Budget Snapshot Detail Table (03/17/2023)

Procore Analytics is no longer updating the CBIBudgetSnapshotDetail table. 

Procore Analytics: New Reportable Fields for Commitment Change Order Line Items (11/30/2022)

As a follow-up to the Procore Analytics: Q4 2022 Release, Procore has added these new reportable table data for commitment change order line items:

• Added: New reportable table PurchaseOrderContractChangeOrderPackageLineItem with fields below:
  • id
  • position
  • description
  • quantity
  • uom
  • total_amount
  • extended_amount
  • unit_cost
  • created_at
  • updated_at
  • holder_id
  • holder_holder_type
  • infoJson
  • PurchaseOrderContractChangeOrderPackageID
  • PurchaseOrderContractID
  • ProjectID
  • CompanyID
  • DateUpdated
  • wbs_code_id
  • HashID
  • ChangeEventLineItemID
  • tax_code
• Added: New reportable table PurchaseOrderContractChangeOrderPackageLineItemMarkupLineItem with fields below:
  • id
  • amount
  • created_at
  • updated_at
  • markup_id
  • markup_position
  • markup_markup_set
  • markup_name
  • markup_percentage
  • markup_compounds_markups_above
  • markup_created_at
  • markup_updated_at
  • infoJson
  • PurchaseOrderContractChangeOrderPackageLineItemID
  • PurchaseOrderContractChangeOrderPackageID
  • PurchaseOrderContractID
  • ProjectID
  • CompanyID
  • DateUpdated
  • HashID
• Added: New reportable table WorkOrderContractChangeOrderPackageLineItem with fields below:
  • id
  • position
  • description
  • quantity
  • uom
  • total_amount
  • extended_amount
  • unit_cost
  • created_at
  • updated_at
  • holder_id
  • holder_holder_type
  • infoJson
  • WorkOrderContractChangeOrderPackageID
  • WorkOrderContractID
  • ProjectID
  • CompanyID
  • DateUpdated
  • wbs_code_id
  • HashID
  • ChangeEventLineItemID
  • tax_code
• Added: New reportable table WorkOrderContractChangeOrderPackageLineItemMarkupLineItem with fields below:
  • id
  • amount
  • created_at
  • updated_at
  • markup_id
  • markup_position
  • markup_markup_set
  • markup_name
  • markup_percentage
  • markup_compounds_markups_above
  • markup_created_at
  • markup_updated_at
  • infoJson
  • WorkOrderContractChangeOrderPackageLineItemID
  • WorkOrderContractChangeOrderPackageID
  • WorkOrderContractID
  • ProjectID
  • CompanyID
  • DateUpdated
  • HashID

Procore Data Extract now receives multiple concatenated values in the 'Correspondence' table fields named below:

In addition to the Trades data detailed above, Procore has also released an update for Procore Analytics. This update includes a new Action Plan Report and an updated Financials Budget Report to support custom budget views. To learn more, see Procore Analytics: Q4 2022 Release. 

New! retainage release on subcontractor invoices with the Acumatica Cloud ERP Connector (05/08/2023)

Users can now release retainage on subcontract invoices in Procore and export the released retainage to Acumatica Cloud ERP. This feature will be automatically enabled on all integrated projects. To learn more about this feature, see Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.

New! Prime Contracts and Prime Contract Change order (PCCO) syncing with the Acumatica Cloud ERP Connector (05/08/2023)

Users can now sync their Prime Contracts to Acumatica Cloud ERP as a single, summarized line item in the Revenue Budget tab. Prime Contract syncing is automatic and requires no action to initiate once a contract has been created and approved in Procore. To learn more about this feature, see How do I sync my Prime Contract with Acumatica?

Users can also sync PCCOs from Procore to Acumatica Cloud ERP. To enable PCCO syncing on an integrated project, please contact your Acumatica Cloud ERP channel partner and request that they upgrade you to the latest Procore Customization Package. For more information, reach out to your Procore point of contact.

NEW! Received Date Syncing for Direct Costs in Procore with the Acumatica Cloud ERP CONNECTOR (10/18/2022) 

With Received Date syncing for the Direct Costs tool, users can now enjoy the added benefit of using the pre-fill function in Owner Invoicing to pull in those Direct Costs with a Received Date that fall within an invoice's selected billing period. This function was previously unavailable because the pre-fill function requires a date entry to determine if a cost falls within the relevant billing period.

To learn more about the details of this function, see Project Financials + Acumatica Connector: Received Date Syncing for Direct Costs in Procore.

Release retainage in Sage Intacct® on subcontractor invoices synced from Procore! (06/14/2023)

Users can now enjoy automatic release of retainage on subcontractor invoices in Sage Intacct® when a subcontractor invoice is sent over from Procore. For more information, see Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.

Job Cost transaction syncing now available! (04/05/2023)

Users can now sync job cost transaction data from the Sage Intacct® General Ledger to Procore's Direct Costs tool. For more information, see Enable ERP Job Cost Transaction Syncing on a Procore Project, and Sync Job Cost Transactions from an Integrated ERP System to Procore.

NEW! filter cost codes before importing through the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (06/26/2023)  

Integration users now have the option to filter out certain cost codes from the list that is imported into Procore upon cost code setup. This feature allows you to keep some cost codes for use in Yardi Voyager® only. Please contact your Procore point of contact to take advantage of this new functionality.

NEW! Sync payment retainage and more details about payments issued with the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (05/23/2023)  

Additional payment details now carry over into Procore from payments issued in Yardi Voyager®, as well as retainage in payments issued. There is no action needed to take advantage of these new features. This feature enhancement is only available if invoice syncing is enabled with your integration. 

For more information, see Yardi Voyager® Detailed Data Mapping. 

NEW! Release retainage on commitment invoices with PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (11/14/2022)  

Users can now initiate invoice retainage release from Procore, and the retainage release transactions will be automatically created in Yardi Voyager®.

For more information, see Release Retainage on a Commitment Invoice in Procore with the Project Financials + Yardi Voyager® Connector. 

Projects in Procore Can Now be Exported to CMiC (04/26/2023)

The Project Financials + CMiC connector previously only allowed for projects to be imported from CMiC into Procore. Now, you can also choose to export projects from Procore to CMiC as a job. Please note that this will create a project in CMiC. A job will still need to be created in CMiC manually.

To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.

Prime Contract Change Orders and Budget Changes can now be Exported to CMiC (03/22/2023)

You can now export PCCOs and Budget Changes from Procore to CMiC as PCIs. 

To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.

Prime Contracts Can Now be Imported to CMiC (12/16/2022)

You can now import a Revenue Budget from CMiC into Procore as a Prime Contract. 

To learn more about the integration, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.

New! Project Financials + CMiC Connector (04/18/2022)

Access uninterrupted workflow for commitment and invoice processing, along with improved reporting with the new Project Financials + CMiC Connector. Owners and management teams can create transparency and collaboration, while ultimately making more informed decisions with up to date cost information.

To learn more about the integration, see  About the Project Financials + CMiC Connector or visit the CMiC on Procore's App Marketplace. 

New! Project Financials + Xero™ Connector (07/29/2022)

Simplify commitment and invoice processing, and access the most up-to-date cost data with the new Project Financials + Xero™ in the ERP Integrations tool. Reach out to your Procore point of contact to get started.

To learn more about the integration, see About Project Financials + Xero™ or visit the Xero™ page on Procore's App Marketplace. 

NEW! PROJECT FINANCIALS + NetSuite® CONNECTOR (10/24/2022)

With the Project Financials + NetSuite® Connector, owners and management teams can access uninterrupted workflows for invoice processing and reporting, creating transparency and collaboration, and ultimately more informed decision-making abilities. This integration provides users with seamless invoice administration and reduces the potential for errors that inevitably arise from double data-entry.  Reach out to your Procore point of contact to get started.

To learn more about the integration, see About Project Financials + NetSuite® or visit the NetSuite® page on Procore's App Marketplace. 

NEW! PROJECT FINANCIALS + QuickBooks® Online CONNECTOR (02/17/2023)

With Procore + QuickBooks® Online, you can align project management and accounting using Procore’s seamless integration with QuickBooks® Online. Synchronize cost data for all of your projects in one location, standardize your accounting processes, and take your business to the next level. 

To learn more about the integration, see About the QuickBooks® Online Connector or visit the QuickBooks® Online page on Procore's App Marketplace. 

Job Cost transaction detail syncing now available! (08/11/2023)

Users can now sync job cost transaction data from Sage 100 Contractor® to Procore's Direct Costs tool. For more information, see Enable ERP Job Cost Transaction Syncing on a Procore Project, and Add Columns to a Budget View for ERP Job Cost Transaction Detail.

streamlined invoice export data with Sage 300 CRE® (02/23/2023) 

Previously, invoices exported to Sage 300 CRE® included line-item detail based on the commitment’s subcontractor schedule of values (SSOV). Invoice exports now consolidate SSOV detail into the commitment and commitment change order schedule of values lines.

Refresh PRIME CONTRACT Sync WITH Sage 300 CRE® (09/27/2022) 

You may occasionally find a discrepancy in data between a prime contract in Procore, and that contract in Sage 300 CRE®. Discrepancies caused by unsynced changes can be resolved by refreshing the sync between your prime contract in Procore and that contract in Sage 300 CRE®. Refreshing a synced prime contract was previously available only when reaching out to Procore ERP Support. Now, users can refresh a synced prime contract without needing to contact support by using the 'Refresh' button in the Company level ERP Integrations tool. For more information, see: Refresh a Prime Contract Synced with Sage 300 CRE®.

Export Job Cost Forecast Data From a Procore Budget to Viewpoint® Spectrum®  (07/20/2022)

You can now export Job Forecast Data from your Procore Budget to Viewpoint® Spectrum®. This offers the ability to leverage Procore forecast information your ERP software. See Integration by Procore: How do I export cost forecast data from a Procore budget to Viewpoint® Spectrum®?.

RELEASE RETAINAGE ON SUBCONTRACTOR INVOICES SYNCED FROM PROCORE (04/05/2023) 

Users can now enjoy automatic release of retainage on subcontractor invoices in Viewpoint® Vista™ when a subcontractor invoice is sent over from Procore. 

Received Date Syncing for Direct Costs in Procore (12/05/2022) 

With Received Date syncing for the Direct Costs tool, users can now enjoy the added benefit of using the pre-fill function in Owner Invoicing to pull in Direct Costs with a Received Date that falls within an invoice's selected billing period. This function was previously unavailable because the pre-fill function requires a date entry to determine if a cost falls within the relevant billing period.

To learn more about the details of this function, see Integration by Ryvit: Received Date Syncing for Direct Costs in Procore.

Payments syncing now supported (10/14/2022)

The Integration by Ryvit for Viewpoint® Vista™ now supports payment retrievals into Procore. This feature is available for US customers only at this time. See Sync Viewpoint® Vista™ Payments with Payments Issued in Commitments.