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Procore

Changes by Tool

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


Company Level

Admin (Company Level)

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.

View All Release Notes: Admin


Bid Board(Company Level)

Select a Project Template When Adding a Project to the Portfolio (10/19/2022)

A 'Project Template' menu has been added to the Add to Portfolio functionality in the Bid Board tool that allows you to select from existing project templates to apply to a new project. See Add a Bid Board Project to the Portfolio Tool.

Additional Colors Added for Labeling Project Stages (09/26/2022)

There are now 16 colors to chose from for labeling project stages in the Bid Board tool. Colors can be selected in the Rename Project Stages area of the tool. See Edit Project Stages on the Bid Board.

Bid Board Tool Now Available in Procore (09/21/2022)

A new Company level 'Bid Board' tool is now available in Procore for accounts with the Estimating product. This tool allows you and your team to view and manage all bids that you've been invited to and complete the takeoff and estimating process- all from one tool in Procore. See Bid Board.

 

 

 

View All Release Notes: Bid Board


Cost Catalog (Company Level)

'Labor' Type Now Supported for Assemblies (05/05/2022)

The 'Labor' cost catalog type can now be selected for assemblies in the Cost Catalog. Previously, the ability to account for labor in the Cost Catalog and Estimating tools was limited. This release provides more flexibility and helps to ensure that estimates are accurately represented. See Create Assemblies for a Cost Catalog.

'Weeks' and 'Months' Now Available for Labor Cost Catalog Item Type (02/02/2022)

In addition to Minutes, Hours, and Days, you can now use Weeks and Months to measure labor. See Add Items to a Cost Catalog.

New 'EPD URL' Field for Catalaog Item Details (01/31/2022)

A 'EPD url' field has been added to the Catalog Details section of a cost catalog item. See Add Items to a Cost Catalog. 'EPD' is used for environmental declarations that are published online.

View All Release Notes: Cost Catalog


Directory (Company Level)

Updates to 'Projects & Bids' Tab in Company Details Pages (07/29/2022)

Procore has updated the table on the 'Projects & Bids' tab in the Company Details pages to show more than 10 bids. If there are more than 10 bids to show, users can navigate through pages of additional bids. The table itself has been renamed from 'Most Recent Bids' to 'Bids'. See View Company Details in the Company Level Directory Tool.

'People' Tab and 'Default Bid Invitee List' Renamed on Company Records (07/12/2022)

On company records in the Company level Directory tool, Procore has renamed the 'People' tab and the 'Default Bid Invitee List'. The 'People' tab is now called 'Users' and the 'Default Bid Invitee List' is now called 'Bid Contacts'. See Add a Company to the Company Directory and Set Bidder Information at the Company Level.

'Edit' Buttons Added to User Details and Company Details Pages (06/09/2022)

Procore has added Edit buttons to the User Details and Company Details pages in the Company level Directory tool. These buttons (shown only to users with the appropriate permissions to edit users and/or companies) allow users to easily switch between viewing a user or company and editing a user or company. See View User Details in the Company Level Directory Tool and View Company Details in the Company Level Directory Tool.

'Job Title' Column Added to Users Tab (06/09/2022)

Procore has added a 'Job Title' column to the Users tab in the Company level Directory tool. See Customize the Column Display in the Directory Tool.

View All Release Notes: Directory


Documents (Company Level)

New View-Only Mode for Microsoft Office 365® Files in the Documents Tool (03/10/2022) 

Procore has made a change to the Documents tool that allows users to view Microsoft files in the Microsoft Office 365 viewer without needing to sign in to an account. See View a File in Microsoft Office 365 Using the Documents Tool.  Previously, only users with a Microsoft Office 365 account could open Office 365 files from the Documents tool, and the viewer automatically opened to Edit mode. See Open or Edit a File in Microsoft Office 365 Using the Documents Tool.

View All Release Notes: Documents


ERP Integrations (Company Level)

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:

View All Release Notes: ERP Integrations


Inspections (Company Level)

Flexible Response Types for Inspection Items (09/19/2022)

Procore has updated how you assign response types to items in Company level and Project level inspection templates, giving you more flexibility to use standard or custom response types, and bulk assign response types to items. Read the Announcement and tutorial to Create a Company Level Inspection Template.

'Multiple Response Set' renamed to 'Custom Response Set' (04/26/2022)

Procore has renamed 'Multiple Response Set' to 'Custom Response Set' in the Company level Inspections tool. See Create a Custom Response Set for Inspections.

View All Release Notes: Inspections


Permissions (Company Level)

NEW GRANULAR PERMISSIONS FOR PROJECT LEVEL Meetings TOOL (11/15/2022) 

Procore has added new granular permissions for the Project level Meetings tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.

UPDATED 'MANAGE WBS CODES' GRANULAR PERMISSION FOR WORK BREAKDOWN STRUCTURE (08/17/2022) 

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

UPDATED GRANULAR PERMISSIONS FOR WORK BREAKDOWN STRUCTURE (06/03/2022) 

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

Updates to 'Create Item' Granular Permission for Correspondence Tool (02/01/2022)

Procore has updated the 'Create Item' granular permission for the project's Correspondence tool to allow users with the granular permission enabled on their permissions template to edit 'Draft' correspondence items that they created. See Grant Granular Permissions in a Project Permissions Template and Edit a Correspondence Item.

View All Release Notes: Permissions


Planroom (Company Level)

No notable changes.

View All Release Notes: Planroom


Portfolio (Company Level)

No notable changes.

View All Release Notes: Portfolio


Prequalification Portal (Company Level)

No notable changes.

View All Release Notes: Prequalification Portal


Prequalifications (Company Level)

No notable changes.

View All Release Notes: Prequalifications


Programs (Company Level)

No notable changes.

View All Release Notes: Programs


Reports (Company Level)

Distribute and Schedule Distributions for Custom Company Reports Created with Enhanced Reporting (10/03/2022)

Procore has added distribution functionality to Enhanced Reporting for Financials. This functionality allows users to distribute a snapshot of a custom company report, either as a one-time distribution or a scheduled distribution. See Distribute a Snapshot of a Custom Company Report.

Global and Project Insurance Field Groups Added to Enhanced Reporting (09/06/2022)

Procore has added two new field groups to Enhanced Reporting for Financials: Company Global Insurance and Company Project Insurance. These columns allow users to add insurance information from the Company level Directory tool (global insurance) and from the Project level Directory tool (project insurance) to their custom company reports together with their financial data. See Create a Custom Company Report - Enhanced Reporting.

Enhanced Reporting for Financials (07/28/2022)

Procore has released various enhancements to the Company level Reports tool for reporting on Financial Management tools. 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. See Create a Custom Company Report - Enhanced Reporting.

View All Release Notes: Reports


Schedules (Company Level)

No notable changes.

View All Release Notes: Schedule


Timecard (Company Level)

No notable changes.

View All Release Notes: Timecard


Timesheets (Company Level)

Added Project Region and Department Filters (09/21/2022)

Procore has updated Company level Timesheets, allowing you to filter time entries by project region and department. See Search for and Filter Employee Timesheets.

Added 'None' filter options (04/28/2022)

To help in surfacing entries that are missing data, Procore has added the 'None' option to the following filters: Classification, Cost Code, Crews, Location, Sub Job, Time Type. See Search for and Filter Employee Timesheets.

View All Release Notes: Timesheets


Workforce Planning (Company Level)

Introducing Workforce Planning (07/29/2022) 

Procore is proud to introduce Workforce Planning, a Construction Workforce Management solution that provides real-time insight into your workforce's availability and skillset with a centralized rostering, scheduling and communication hub. 

With Workforce Planning, you can:

  • Schedule your workforce with real-time insight into your workforce's availability and skill set. 
  • Forecast future projects by planning assignments and using historical data to make educated decisions when looking ahead.
  • Connect by providing access to current schedules and streamlining communication to employees with integrated text messages and alerts so everyone is communicating in a single system in real-time.

To learn more, see Workforce Planning.

View All Release Notes: Workforce Planning


Project Level

Action Plans (Project Level)

Search for Action Plan Items (11/16/2022)

Procore has added the ability to search for Plan Items within an individual Action Plan. Search for the titles of sections or items, or for acceptance criteria or notes to easily find the Plan Items you are looking for. To learn how, see Search Action Plan Items.

Add Documents as References and Records (10/19/2022)

Procore has added the ability to add documents as references and records when creating action plans. Now, reviewing and providing documents 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.

Action Plan Statuses (09/29/2022)

Procore has added statuses to Action Plans, making it easy to track whether they are a draft, in progress, or closed. You can create custom statuses, providing flexibility when following your company’s process, and filter by status on the Action Plan List. Read the Announcement and tutorials to Create Action Plan Statuses and Update the Status of an Action Plan.

Reportable Action Plans Fields in Procore Analytics (09/27/2022)

Procore has added new reportable fields about Action Plans for customers using Procore Data Extract in Procore Analytics. Learn more about the newly available fields, Procore Data Extract and Procore Analytics.

Create Private Action Plans (09/12/2022)

Procore has added the ability to make the action plans you create private, allowing you to choose who should have access to view the action plan. Read the Announcement and tutorial to Create an Action Plan.

Add Item Level Notes on Action Plans (07/27/2022)

When creating or editing an action plan, users can now add notes to individual action plan items. Read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Correspondence Items as Records on Action Plans (07/19/2022)

Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action PlanCreate a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.

Updates to Linking Existing Inspections as Records on Action Plans (01/26/2022)

When linking an existing inspection as a record to an action plan, the 'Link Inspections' window now includes columns to show the 'Location' and 'Inspection Date' data from the available inspections. Additionally, inspections now display as individual cards that can be expanded or collapsed in the action plan's side panel after they been linked. See Perform an Action Plan.

View All Release Notes: Action Plans


Admin (Project Level)

Activate and Deactivate budget codes (11/18/2022)

Users with 'Admin' level permissions on the Project Admin tool can now deactivate budget codes on a project. Deactivating budget codes prevents others from assigning an unneeded or unwanted budget code to the financial line items in Procore's Project Financials tools. Users also have the ability to reactivate codes as needed. Also included with this release is the option to update budget code descriptions from the project's Admin and/or Budget tools. See Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes.

Updated 'Manage WBS Codes' Granular Permission for Work Breakdown Structure (08/17/2022)

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

Updated Granular Permissions for Work Breakdown Structure (06/03/2022)

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

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. 

View All Release Notes: Admin


Bidding (Project Level)

New Option for Bidders to Submit Their bid to Procore by email (08/17/2022)

Invited bidders can now submit a bid to Procore by replying to the bid invitation email with an attachment. See Submit a Bid. This means that bidders have an alternative to logging into Procore's Planroom tool to submit a bid, and bid submissions sent in this manner are automatically recorded in Procore. See Review Submitted Bids. This option is meant to serve as an alternative to bidders emailing a bid completely outside of Procore, where you would need to manually enter their bid on their behalf.

Bid management 2.0 (Beta): Convert a Bid to a Subcontract or Purchase Order (08/17/2022)

Similar to the original Bidding experience, Bid Management 2.0 now allows you to award a bid and convert it to a contract in the project's Commitments tool. See Award a Bid and Convert it to a Subcontract or Purchase Order.

Bid management 2.0 (Beta): Company and project level opt-in for beta (08/17/2022)

The Bid Management 2.0 beta experience can now be enabled by users at the Company or Project level, even for existing projects. See How do I opt in to the new Bidding experience?
Note: Users with 'Admin' permissions to a project's Bidding tool can enable the experience at the Project level for that particular project. Only Company level Admin users can enable the experience for all projects in the account.

Bid management 2.0 (Beta): level bids (05/19/2022)

For users in the Bid Management 2.0 beta, you can now level bids for bid forms in the Bidding tool. This allows you to easily compare received bids so that you can more easily decide who to award a contract to. See Level Bids for a Bid Form for more information.

Bid management 2.0 (Beta): create custom bid forms (05/19/2022)

For users in the Bid Management 2.0 beta, you can now create and manage custom bid forms in the Bidding tool. Bid forms make it easier to break down scope and cost information and help to standardize the responses that are being received from bidders. In addition, the use of bid forms allows for bid leveling on submitted bids. See Create a Bid Form.

 

View All Release Notes: Bidding


Budget (Project Level)

New 'Budget Changes' Feature for Change Management- Phased Release Complete (10/17/2022)

On Monday, October 17, 2022, Procore completed the phased release of the migration process to support Procore's new Budget Changes feature. The new Budget Changes feature is designed to replace the existing budget modifications function in the Budget tool. To support our customers in their long-range planning processes, Procore is providing users with ample notice of the need to your migrate budget modifications data to the new budget changes format before October 2023. To learn more about this feature, see Budget: New 'Budget Changes' Feature for Change Management in Project Financials. Please be sure to also read the Important information documented in Common Questions.  

New 'Budget Changes' Feature for Change Management - Phased Release Begins (10/03/2022)

On Monday, October 3, 2022, Procore started a gradual, phased release of the migration process to support Procore's new Budget Changes feature. It is expected that the ability to migrate to the new budget changes feature will be available to Procore customers by mid-October 2022. The new Budget Changes feature is designed to replace the existing budget modifications function in the Budget tool. To support our customers in their long-range planning processes, Procore is providing users with ample notice of the need to your migrate budget modifications data to the new budget changes format before October 2023. To learn more about this feature, see Budget: New 'Budget Changes' Feature for Change Management in Project Financials. Please be sure to also read the Important information documented in Common Questions.  

UPDATED 'MANAGE WBS CODES' GRANULAR PERMISSION FOR WORK BREAKDOWN STRUCTURE (08/17/2022)

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

UPDATED GRANULAR PERMISSIONS FOR WORK BREAKDOWN STRUCTURE (06/03/2022)  

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

'Division' Option in Group & Filter Menu Renamed 'Cost Code Tier 1' (04/04/2022)

Before Procore's Work Breakdown Structure release (see Introducing Work Breakdown Structure), there was a 'Division' option in the Filter menu of the Project level Budget tool. In Procore's WBS, the 'Cost Code' tier is a tiered segment, so this legacy 'Division' option has been renamed to 'Cost Code Tier 1'. To learn more about this update, see Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?

View All Release Notes: Budget


Change Events (Project Level)

Add CHange Event Line Items From Change Order Sov (10/17/2022)

You now have the option to create Change Event Line Items from the 'Change Event Line Item' field on a change order's schedule of values. See Link a Schedule of Values Item to a Change Event Line Item

Budget Codes Syncing Across Change Objects (10/17/2022)

Change event line items associated with change orders will now be editable as long as the change order is also in an editable state. How are line items and budget codes updated across change objects?

Create CUSTOM SAVED VIEWS FOR MODERNIZED CHANGE EVENTS  - Phased Release Complete (08/30/2022) 

Procore is pleased to announce that the phased rollout of the new custom saved views for the modernized Change Events list view is complete. For Procore users participating in the Beta program for the New Change Events Line Items View, this feature allows companies create and save custom views (see Set up Configurable Views for the Change Events Line Items View) in the modernized Change Events list. To learn more, see Change Events: Create Custom Saved Views of Modernized Change Events List.

CREATE CUSTOM SAVED VIEWS OF MODERNIZED CHANGE EVENTS LIST - Phased Release Begins (07/12/2022) 

Procore has started a phased release of a new capability within the Change Events Modernized List View. The new change events view is gradually being released to all Change Events users who are using the new Change Events list view (see . This feature allows companies to create and save custom views of the Change Events Modernized List View. To learn more, see Change Events: Create Custom Saved Views of Modernized Change Events List

MODERNIZED CHANGE EVENTS EXPERIENCE - Phased Release Completed (07/11/2022)

On Monday, June 13, 2022, Procore started a phased release of the new change events experience. On Monday, July 11, 2022 the phased release was completed. To learn more, see Project Financials: Modernized Change Events Experience.

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.

Modernized Change Events Experience - Phased Release Begins (06/13/2022)

On Monday, June 13, 2022, Procore started a phased release of the new change events experience. This new experience will be gradually released to all customers using the Change Events tool over the next month. To learn about the phased release, see Change Events: Modernized Change Events Experience.

View All Release Notes: Change Events


Change Orders (Project Level)

No notable changes.

View All Release Notes: Change Orders


Commitments (Project Level)

Added a New Choose Delimiter Option for Schedule of Values Imports (09/12/2022)

Procore added a new option in the 'Import Schedule of Values from CSV' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;).  To learn more, see Import Commitment SOV Line Items from a CSV File.

New 'Send SSOV Notification' Button (04/11/2022)

If the 'Subcontractor SOV' tab is enabled on the Project level Commitments tool (see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool) invoice administrators can now click a 'Send SSOV Notification' button. This sends an email message to the invoice contact to alert the user to complete line item breakdown in the Subcontractor Schedule of Values. To learn more, see What is a Subcontractor Schedule of Values? To use the new button, see Send a Subcontractor SOV Notification. To respond to SSOV notification, see Update the Subcontractor SOV

Modernized Experience for the Commitments Tool (04/11/2022)

To provide you with a modernized interface and optimizations to improve your ability to create and manage contracts more efficiently, Procore is pleased to announce the general availability of a new experience in the Commitments tool. Users will be permitted to exit out of the modernized experience and return to the legacy experience until the end of Q3 2022. After the end Q3 2022, the legacy experience will be removed and users will be required to use the new experience. To learn more about this release, see Project Financials: Modernized Experience for the Commitments Tool.

Financial Management: New Admin & Collaborator Views for Subcontractor Invoices (03/23/2022)

On March 23, 2022, the redesigned subcontractor invoice beta experience was turned ON in all project's using the Commitments and Invoicing tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of 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.

COMPLETED THE UPDATE FOR IMPORTING A SCHEDULE OF VALUES FROM A CSV FILE (03/08/2022)  

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Schedule of Values' from a Comma Separated Values (CSV) file. The deployment was completed on March 8, 2022. Both the legacy experience and the modernized beta experience of the Prime Contracts tools now have the new Schedule of Values import experience. To learn more, see Import Commitment SOV Line Items from a CSV File.

Updated the User Experience for Importing a Schedule of Values from a CSV File (02/24/2022) 

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Schedule of Values' from a Comma Separated Values (CSV) file. The new experience will be gradually deployed to Procore users over the next week and will be available to users in both the legacy and beta experience of the project's Commitments tool. To learn more, see Import Commitment SOV Line Items from a CSV File.

New Always Editable Schedule of Values Option on the Commitments Tool (02/15/2022)

To provide users with ability to refine contract values on a commitment's Schedule of Values without having to issue a commitment change order, Procore has added a new 'Enable Always Editable Schedule of Values' configuration setting on the project's Commitments tools. This setting is similar to one with the same name in the Project level Client Contracts, Prime Contracts, and Funding tools. It is recommended that you turn this setting ON before your team starts creating invoices or progress billings on a project. To learn more, see What is the 'Enable Always Editable Schedule of Values' setting?

Updated the Behavior of the Invoice # Field for Subcontractor Invoices (02/11/2022)

When creating or editing a subcontractor invoice, users have the option to enter a value in the Invoice # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each invoice on a commitment. To learn more, see Create an Invoice on Behalf of an Invoice Contact and Submit a New Invoice as an Invoice Contact

View All Release Notes: Commitments


Coordination Issues (Project Level)

New 'Procore Documents' Plugin for Navisworks® (09/07/2022) 

Procore has released a new plugin for Navisworks® that allows users to easily access files stored in the project's Documents tool. Users can open and append files, as well as save new NWF files back to Procore. This integration helps empower team members to keep files up to date and reduce the risk of rework. See Getting Started Guide: Documents Plugin for Navisworks®.

 

View All Release Notes: Coordination Issues


Correspondence (Project Level)

Procore has updated the required user permissions for adding, editing, or deleting related items on correspondence items. Users with 'Standard' level permissions or higher on a correspondence type can now perform these tasks on correspondence items that they have created. See Add a Related Item to a Correspondence Item.

Custom Statuses for Correspondence Types Moved to Company Level Admin Tool (09/14/2022)

Procore has moved the management of custom correspondence statuses to the Company level Admin tool. See Manage Custom Statuses for Correspondence Types

Generate and Scan QR Codes for Correspondence Items (08/19/2022)

Users can now generate QR codes for correspondence items in the Procore web app and then print them out to display them in a related area. See Generate a QR Code for a Correspondence Item. Users can then use the camera apps on their mobile devices to scan the QR codes to get a link directly to the correspondence item. See Scan a Correspondence Item QR Code (iOS) and Scan a Correspondence Item QR Code (Android).

Add Correspondence Items as Records on Action Plans (07/19/2022)

Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action PlanCreate a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.

New Filters Added to Correspondence Tool (05/11/2022)

Users can now filter a project's list of correspondence items using the new 'Cost Code', 'Cost Impact', 'Distribution Member', 'Due Date', 'Schedule Impact', 'Schedule Task', and 'Specification Section' filters. See Search, Sort, and Filter Correspondences.

'Quantity' Field and Unit of Measurement Drop-Down Menu Added to Correspondence tool (05/05/2022)

A new Quantity field and a drop-down menu for selecting corresponding units of measure have been added to the project's Correspondence tool. See Create a Correspondence Item. Users with the appropriate permissions can add this field or update its visibility or requirement status in a correspondence type's configurable fieldset. See Edit Configurable Fieldsets.

New Fields Added to Correspondence List View and Exports (04/28/2022)

Procore has updated the list view in the project's Correspondence tool to include additional fields as configurable columns. When their associated columns are configured to show in the list view (see Customize the Column Display in the Correspondence Tool), the following fields will also now be included in correspondence list PDF and CSV exports (see Export a List of Correspondence Items):

  • Cost Code
  • Cost Impact
  • Distribution
  • Issued On
  • Location
  • Schedule Impact
  • Schedule Task
  • Specification Section
  • Sub Job
  • Trade
  • Type

Drawing Markup Filters Added for Individual Correspondence Types (03/30/2022)

Procore has updated the filters available on drawing markups in the project's Drawings tool to include separate filters for each correspondence type on the project. See Filter Drawing Markups.

New Option to Change a Correspondence Item's Status While Posting a Response (03/23/2022)

Procore has added a Post Response And Change Status button to the Activity section on correspondence items that allows users with the appropriate permissions to post their response to the correspondence item and change the item's status at the same time. See Respond to a Correspondence Item.

Drawing Snapshots Added to Correspondence Items with Linked Drawing Markups (03/07/2022)

Correspondence items with linked drawing markups now include a snapshot of the drawing area with the markup in their Links sections. See Link a Correspondence Item on a Drawing and View a Correspondence ItemNote: This release only affects new linked drawing markups and does not affect linked drawing markups that existed prior to this release.

New Fields Added to Correspondence Emails (02/16/2022)

Procore has updated the email notifications sent for the project's Correspondence tool to include the following fields on applicable fieldsets:

  • Cost Code
  • Cost Impact
  • Distribution
  • Issued On
  • Location
  • Schedule Impact
  • Schedule Task
  • Specification
  • Sub Job
  • Trade

New Fields Added to Correspondence Item Exports (02/10/2022)

Procore has updated the PDF exports for individual correspondence items (see Export a Correspondence Item) to include the following fields:

  • Linked Drawings (based on any drawings with published markup that links to the correspondence item - see Link Items on a Drawing)
  • Sub Job (based on data entry from the correspondence item's Sub Job field)
  • Schedule Task (based on data entry from the correspondence item's Schedule Task field)

Overdue Correspondence Items Now Shown in Red (02/09/2022)

Overdue correspondence items are now shown in a red font color on certain fields in the tool's List and Archive tabs. This allows users to quickly identify overdue correspondence items while scrolling through the list. See Search, Sort, and Filter Correspondences.

Push Notifications Added for Assignee Field Updates in Correspondence Tool (02/09/2022)

Push notifications have been added to Procore's iOS and Android applications for the project's Correspondence tool. Individual users can configure settings on their mobile device to select which correspondence types they want to receive push notifications for. See Settings: Procore iOS App and Settings: Procore Android App. When configured, push notifications are sent to users when they are added to the Assignee field on a correspondence item. See Who receives correspondence item emails and push notifications?

Updates to 'Create Item' Granular Permission for Correspondence Tool (02/01/2022)

Procore has updated the 'Create Item' granular permission for the project's Correspondence tool to allow users with the granular permission enabled on their permissions template to edit 'Draft' correspondence items that they created. See Grant Granular Permissions in a Project Permissions Template and Edit a Correspondence Item.

Status Type Selection Available for Correspondence Custom Statuses (02/01/2022)

Procore has added the ability to select the type for custom statuses in the project's Correspondence tool. This allows users to map their custom statuses to Procore's global statuses (Open, Closed, and Draft) to help ensure appropriate email notifications are sent for items created with custom statuses. See Configure Advanced Settings: Correspondence.

Correspondence List Exports Now Reflect Active Column Display Configurations (01/18/2022)

When exporting a list of correspondence items, the columns included in the exports will now reflect whichever columns are actively displayed in the project's Correspondence tool at the time of the export. See Customize the Column Display in the Correspondence Tool and Export a List of Correspondence Items.

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.

View All Release Notes: Correspondence


Crews (Project Level)

No notable changes.

View All Release Notes: Crews


Daily Log (Project Level)

Daily log modernization (05/06/2022)

Procore users will now see a modernized and more consistent UI across the Daily Log. The Search Results and Multi-day views now use the latest components and maintain a consistent user-experience with the single-day "List" view. In addition, we have added a 'Status' filter, allowing users to filter down Daily Log entries by the Approved, Pending, and Rejected statuses. With this release, pending Daily Log entries can be approved or rejected from the list view. See Approve or Reject Daily Log Entries. There is also a new experience when adding related items to Daily Log entries. See Add a Related Item to a Daily Log Entry.

New Custom Field Types Added For the Daily Log (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.

View All Release Notes: Daily Log


Direct Costs (Project Level)

Added a New Choose Delimiter Option for Direct Cost Imports (09/12/2022)

Procore added a new option in the 'Import Direct Costs' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;).  To learn more, see Import Direct Costs.

View All Release Notes: Direct Costs


Directory (Project Level)

'People' Tab and 'Default Bid Invitee List' Renamed on Company Records (07/12/2022)

On company records in the Project level Directory tool, Procore has renamed the 'People' tab and the 'Default Bid Invitee List'. The 'People' tab is now called 'Users' and the 'Default Bid Invitee List' is now called 'Bid Contacts'. See Add a Company to the Project Directory and Set Bidder Information for a Company in the Project Directory.

'Job Title' Column Added to Users Tab (06/09/2022)

Procore has added a 'Job Title' column to the Users tab in the Project level Directory tool. See Customize the Column Display in the Directory Tool.

View All Release Notes: Directory


Documents (Project Level)

View and download Revit® Files in the Documents Tool (08/08/2022) 

Procore has added the ability for users to view and download Revit® files (.rvt) in the project's Documents tool. Generally, most contractors of a company do not have the ability to view Revit files because of not having access to the Revit application. This feature allows all project users to quickly access and view 3D models directly in Procore. See View and Download 3D Models in the Documents Tool.

New View-Only Mode for Microsoft Office 365® Files in the Documents Tool (03/10/2022) 

Procore has made a change to the Documents tool that allows users to view Microsoft files in the Microsoft Office 365 viewer without needing to sign in to an account. See View a File in Microsoft Office 365 Using the Documents Tool.  Previously, only users with a Microsoft Office 365 account could open Office 365 files from the Documents tool, and the viewer automatically opened to Edit mode. See Open or Edit a File in Microsoft Office 365 Using the Documents Tool.

View All Release Notes: Documents


Drawings (Project Level)

Correspondence Type Options Added to Drawing Downloads (06/28/2022)

Procore has updated the options available when users download drawings with markups to include separate checkboxes for each correspondence type on the project. See Download Drawings.

Drawing Markup Filters Added for Individual Correspondence Types (03/30/2022)

Procore has updated the filters available on drawing markups to include separate filters for each correspondence type on the project. See Filter Drawing Markups.

View All Release Notes: Drawings


Emails (Project Level)

No notable changes.

View All Release Notes: Emails


Forms (Project Level)

No notable changes.

View All Release Notes: Forms


Estimating (Project Level)

Automated area Takeoff for Roofing plans (10/20/2022)

The Automated Area Takeoff feature now includes Roofing as an option, which will allow you to run automated area detection for roofing plans. See Run Automated Area Takeoffs.

Edit and Replace Parts in Assemblies (10/13/2022)

You can now edit and replace cost catalog item assembly parts in the Estimating tool, which helps to ensure that you can assign proper prices, description, cost codes to material parts. This is especially beneficial for "virtual" parts created under takeoffs (paint, surface area, weight, etc.) that don't have a material assigned. See Edit an Estimate.

Surface Area Parameter Added for Area / Volume TakeOffs (10/11/2022)

You can now select 'Surface Area' as an additional parameter for Area or Volume takeoffs. See Add Area or Volume Takeoffs. When Surface Area is selected, you can choose to include all sides, the top, or bottom. The Surface Area information for the takeoff will be reflected on the relevant estimate in the Estimating tab.

Automated area Takeoff for concrete plans (08/15/2022)

As a follow-up to Procore's recent Automated Area Takeoff release for floor plans, you can now run automated area detection for concrete. See Run Automated Area Takeoffs.

Automated area Takeoff for Floor plans (06/03/2022)

Procore has added a new Automated Area Takeoff feature for the Takeoff tab in the Estimating tool. See Run Automated Area Takeoffs (or see this tutorial for the standalone Procore Estimating application).

Instead of needing to manually trace outlines of each room while adding a takeoff on a floor plan, you can now click one button to have Procore run a room detection across one or multiple drawings. After the detection is complete, you can select all the detected areas for a drawing at once, or select specific rooms individually. This feature significantly helps to save time and improve efficiency during the takeoff and estimating process.

New Circle Mode for area Takeoffs (06/01/2022)

Procore has added a new 'Circle mode' that can be used on area takeoffs in the Estimating tool. With the Circle tool, you can quickly and easily add circular takeoffs as needed. See Add Area or Volume Takeoffs.

Global Estimating Settings Moved to the Company Level Admin Tool (04/01/2022)

To be more consistent with how default tool settings are managed for projects in Procore, the global settings for Estimating projects have been moved to the Company level Admin tool. See Configure Default Estimating Settings. The measurement unit can still be changed in a project's Estimating tool as needed. See Configure Settings: Estimating.

New 'Bid' Tab in the Estimating Tool (02/15/2022)

A new 'Bid' tab has been added to the Estimating tool in Procore. This is the same bid page that would load after clicking 'Show Bid'. See Generate Bid Estimates.

Copy or Move Groups to Other Estimates (02/03/2022)

You can now copy or move groups from the Estimating or Takeoff tabs to other estimates in the project. See Copy or Move a Group to Another Estimate.

'Weeks' and 'Months' Now Available for Labor Cost Catalog Item Type (02/02/2022)

In addition to Minutes, Hours, and Days, you can now use Weeks and Months to measure labor. See Add Items to a Cost Catalog.

New 'EPD URL' Field for Catalaog Item Details (01/31/2022)

A 'EPD url' field has been added to the Catalog Details section of a cost catalog item. See Add Items to a Cost Catalog. 'EPD' is used for environmental declarations that are published online.

View All Release Notes: Estimating


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)

No notable changes.

View All Release Notes: Incidents


Inspections (Project Level)

New Inspections Scheduler (11/17/2022)

With Procore’s new Inspection Scheduler, you can schedule future or recurring inspections using an existing Inspection Project Template. This new feature allows companies to automate inspection timelines, saving time and ensuring projects run on schedule. Read the Announcement and tutorials to Create an Inspection Schedule and View Inspection Schedules.

Flexible Response Types for Inspection Items (09/19/2022)

Procore has updated how you assign response types to items in Company level and Project level inspection templates, giving you more flexibility to use standard or custom response types, and bulk assign response types to items. Read the Announcement and tutorial to Create a Project Level Inspection Template.

Updated Experience Viewing Inspections on Desktop (07/28/2022)

Procore has updated the look and feel and added new functionality when viewing Inspections on desktop, to more closely align to the mobile experience. Highlights of the new experience include a new layout, the ability to add and request signatures, and improved performance.

See View Project Level InspectionsView the Activity Feed of Project Level InspectionsAdd Signers to an Inspection and Sign an Inspection.

Design Updates and New Attachment Option for Inspections (05/25/2022)

Procore has made design improvements to the Project level Inspections tool, including a new Inspection Items Preview section that shows users a preview of the inspection's items and their response options when creating or editing an inspection. Additionally, users can now attach a completed form to an inspection directly from the project's Forms tool. See Create a Project Level Inspection and Edit a Project Level Inspection.

View All Release Notes: Inspections


Instructions (Project Level)

No notable changes.

View All Release Notes: Instructions


Invoicing (Project Level)

Invoice Management: Bulk Editing & Grouping Options for billing (11/15/2022)

For participants in the Beta experience for subcontractor invoices, Procore is pleased to announce new bulk editing and grouping options on the Schedule of Values (SOV). Updating invoices can be time consuming, especially when working with SOVs. With this update, users can now group SOV line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the SOV's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items. To learn more, see Invoice Management: Bulk Editing & Grouping Options for Billing.

Renamed Columns in the Admin & Collaborator Views for Subcontractor Invoices (08/31/2022) 

In response to popular feedback received from Procore's Invoice Management clients, Procore has renamed the Schedule of Values column headings in the Admin & Collaborator views of the modernized subcontractor invoice experience. Columns headings now match the fields in the subcontractor invoice PDF. This makes it easier for users to correlate the data they enter on screen and with the data appearing on the invoice PDF. Note: This update does not change the column names in the legacy subcontractor invoice experience. To learn more see this Feature Update

Updated the Proposed Amount & Total Proposed Amount Columns (08/29/2022)

Procore has updated the 'Proposed Amount' column for users creating subcontractor invoices. On a new invoice, the 'Proposed Amount' column now calculates the sum of the values entered in the 'Work Progress' and 'New Materials' columns. Users can change the calculated value in the 'Proposed Amount' column when editing a subcontractor invoice. In addition, the value calculated for the 'Total Proposed Amount' column header now shows the sum of the values in the 'Proposed Amount' columns. See Create a Subcontractor Invoice on Behalf of an Invoice ContactCreate a Subcontractor Invoice for the Release of Retainage, and Submit a New Invoice as an Invoice Contact.

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.

Financial Management: New Admin & Collaborator Views for Subcontractor Invoices (03/23/2022)

On March 23, 2022, the redesigned subcontractor invoice beta experience was turned ON in all project's using the Commitments and Invoicing tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of 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.

UPDATED THE BEHAVIOR OF THE INVOICE # FIELD FOR SUBCONTRACTOR INVOICES (02/11/2022) 

When creating or editing a subcontractor invoice, users have the option to enter a value in the Invoice # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each invoice on a commitment. To learn more, see Create a Subcontractor Invoice on Behalf of an Invoice Contact and Submit a New Invoice as an Invoice Contact

View All Release Notes: Invoicing


Meetings (Project Level)

NEW GRANULAR PERMISSIONS FOR PROJECT LEVEL Meetings TOOL (11/15/2022) 

Procore has added new granular permissions for the Project level Meetings tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.

View All Release Notes: Meetings


Models (Project Level)

View and Edit Coordination Issue Details in the Model viewer (09/28/2022)

The model viewer in the Models tool on Procore's web application now includes a General tab for coordination issues in the side panel. This allows you to easily review and edit information for coordination issues without needing to navigate away from the model viewer. See View Coordination Issues in the Model Viewer and Edit a Coordination Issue in the Model Viewer.

Search Object Properties on the web viewer (02/15/2022)

A search bar has been added to the Properties window in the Models tool on the Procore web application. This allows you to search for specific object properties while viewing a model. See View a Model.

View All Release Notes: Models


Observations (Project Level)

No notable changes.

View All Release Notes: Observations


Photos (Project Level)

No notable changes.

View All Release Notes: Photos


Prime Contract (Project Level)

Added a New Choose Delimiter Option for Schedule of Values Imports (09/12/2022)

Procore added a new option in the 'Import Schedule of Values from CSV' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;).  To learn more, see Import a Prime Contract SOV from a CSV File.

Completed the Update for Importing a Schedule of Values from a CSV File (03/08/2022) 

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a prime contract's 'Schedule of Values' from a Comma Separated Values (CSV) file. The deployment was completed on March 8, 2022. Both the legacy experience and the modernized beta experience of the Prime Contracts tools now have the new Schedule of Values import experience. To learn more, see Import a Prime Contract Schedule of Values from a CSV File.

Updated the User Experience for Importing a Schedule of Values from a CSV File (02/24/2022) 

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a prime contract's 'Schedule of Values' from a Comma Separated Values (CSV) file. The new experience will be gradually deployed to Procore users over the next week and will be available to users in both the legacy and beta experience of the project's Prime Contracts tool. To learn more, see Import a Prime Contract Schedule of Values from a CSV File.

View All Release Notes: Prime Contract


Punch List (Project Level)

No notable changes.

View All Release Notes: Punch List


Reports (Project Level)

Updated Permissions for Custom Project Reports Created with Enhanced Reporting (12/01/2022)

Users with 'Read Only' level permissions or higher on the Project level Reports tool can now view custom reports that were created with Enhanced Reporting. Additionally, users with 'Standard' level permissions or higher on the Project level Reports tool can now create reports with Enhanced Reporting. Depending on the field group, report viewers and creators may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. See What additional user permissions are required to access reportable data with enhanced reporting?

Distribute and Schedule Distributions for Custom Project Reports Created with Enhanced Reporting (10/03/2022)

Procore has added distribution functionality to Enhanced Reporting for Financials. This functionality allows users to distribute a snapshot of a custom project report, either as a one-time distribution or a scheduled distribution. See Distribute a Snapshot of a Custom Project Report.

Global and Project Insurance Field Groups Added to Enhanced Reporting (09/06/2022)

Procore has added two new field groups to Enhanced Reporting for Financials: Company Global Insurance and Company Project Insurance. These columns allow users to add insurance information from the Company level Directory tool (global insurance) and from the Project level Directory tool (project insurance) to their custom project reports together with their financial data. See Create a Custom Project Report - Enhanced Reporting.

Enhanced Reporting for Financials (07/28/2022)

Procore has released various enhancements to the Project level Reports tool for reporting on Financial Management tools. 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. See Create a Custom Project Report - Enhanced Reporting.

View All Release Notes: Reports


RFIs (Project Level)

No notable changes.

View All Release Notes: RFIs


Schedule (Project Level)

modernized 'Schedule Task details' and 'Change requested view' page (05/26/2022)

Procore has updated the Project level Schedule tool with a modernized schedule task view and change requested view. See View a Schedule Task.

Export gantt view to pdf (04/19/2022)

Users can now export the Gantt view to PDF. The PDF export will respect the zoom level, filters and column configurations. The PDF can be exported in the following formats: Letter, Tabloid, A3. See Export a Project Schedule.

MODERNIZED 'LIST' PAGE (04/15/2022)

Procore has updated the Project level Schedule tool with a modernized 'List' page. The 'Schedule Change Requests' banner will now show in yellow. Schedule Tasks and Calendar Items will no longer be combined in the same table view. Filters now allow for typehead functionality. See View a Project Schedule

View All Release Notes: Schedule


Specifications (Project Level)

Processing for Spanish and French Specification books (06/28/2022)

Procore now properly recognizes spec section breaks for spec books uploaded in Spanish and French. Users can select the language in the advanced options menu when uploading new specifications to a project. See Upload Specifications.

View All Release Notes: Specifications


Submittals (Project Level)

View Submittal Attachments in Microsoft® Office 365® (04/15/2022)

Procore has added the ability to view submittal attachments in Microsoft® Office 365® (View-Only). See View Submittal Attachments.

'Undo' and 'Redo' Added to Submittal PDF Markup Tools (03/03/2022)

Procore has added 'Undo' and 'Redo' buttons and keyboard shortcuts to the markup tools for reviewing submittal PDF attachments. See Review Submittal PDF Attachments.

View All Release Notes: Submittals


Tasks (Project Level)

No notable changes.

View All Release Notes: Tasks


Timesheets (Project Level)

Copy Previous Timesheet from Any Day (08/01/2022)

Procore has updated Project level Timesheets, allowing you to copy a Timesheet from any previously submitted Timesheet that you have access to. A new display, and filters when using the mobile experience provide context, makes it easy to find the Timesheet you're looking for. Lastly, when creating Timesheets for previous days, Timesheets are now created on the specific day that you navigated to. See Copy Previous TimesheetCopy Previous Timesheet (iOS), and Copy Previous Timesheet (Android).

Intuitive Time Entry and Project Defaults (05/31/2022)

Procore has updated Project level settings for Timesheets, allowing you to set your project's default Start Time, Stop Time, and Lunch Time to reflect your working hours. Default values will be displayed when entering time in Timesheets and My Time. Additionally, when adding a new line in Timesheets and My Time, the new line's Start Time will account for time already entered. See Timesheets: Intuitive Time Entry and Project Defaults.

View All Release Notes: Timesheets


T&M Tickets (Project Level)

No notable changes.

View All Release Notes: T&M Tickets


Transmittals (Project Level)

No notable changes.

View All Release Notes: Transmittals


Integrations

DocuSign

No notable changes.

View All Release Notes: DocuSign


Procore Analytics

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.

View All Release Notes: Procore Analytics


Procore Data Extract

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

Correspondence Tool: Trades Data (10/27/2022)

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

Field Description Delimiter Ordered By
trade_name Expands the field to the varchar(max) format. Contains concatenated trade names.  Pipe (|) Trade Name
trade_updated_at Contains the date of the last updated trade.   Trade Name

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 REPORTABLE FIELDS FROM PROCORE'S BUDGET TOOL (09/27/2022)

  • Added: New reportable fields in the BudgetChange table:
    • id
    • created_at
    • updated_at
    • created_by_id
    • created_by_login
    • created_by_name
    • number
    • title
    • status
    • description
    • last_write_from
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the BudgetChangeAdjustmentLineItem table:
    • id
    • created_at
    • updated_at
    • adjustment_id
    • adjustment_number
    • adjustment_description
    • adjustment_comment
    • adjustment_quantity
    • adjustment_amount
    • adjustment_unit_cost
    • adjustment_uom
    • adjustment_calculation_strategy
    • budget_change_id
    • description
    • comment
    • quantity
    • amount
    • unit_cost
    • uom
    • calculation_strategy
    • wbs_code_id
    • change_event_line_item_id
    • type
    • ProjectID
    • DateUpdated

NEW REPORTABLE FIELDS FROM PROCORE'S ACTION PLANS TOOL (09/27/2022)

  • Added: New reportable fields in the ActionPlan table:
    • id
    • created_at
    • updated_at
    • title
    • description
    • description_plain_text
    • number
    • manager_id
    • manager_name
    • manager_login
    • manager_email_address
    • location_id
    • location_name
    • location_full_name
    • status_name
    • type_name
    • created_by_id
    • created_by_login
    • created_by_email
    • created_by_name
    • template_id
    • template_name
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanApprover table:
    • id
    • created_at
    • updated_at
    • ActionPlanId
    • party_id
    • approver_name
    • approver_login
    • approver_email_address
    • signed_by_id
    • signed_by_login
    • signed_at
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanAssignee table:
    • id
    • created_at
    • updated_at
    • party_id
    • assignee_name
    • assignee_login
    • assignee_email_address
    • role_name
    • captured_by_id
    • captured_by_login
    • verification_method_id
    • verification_method_name
    • is_locked
    • is_holding
    • ActionPlanItemId
    • ProjectID
    • DateUpdated
    • captured_at
  • Added: New reportable fields in the ActionPlanChangeHistory table:
    • id
    • created_at
    • updated_at
    • ActionPlanId
    • event_type
    • event_data
    • created_by_id
    • created_by_login
    • created_by_name
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanItem table:
    • id
    • created_at
    • updated_at
    • title
    • description
    • position
    • ActionPlanId
    • section_id
    • section_name
    • section_position
    • due_at
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanItemRecord table:
    • id
    • created_at
    • updated_at
    • ActionPlanRecordRequestId
    • ActionPlanItemId
    • record_type_name
    • checklist_id
    • prostore_file_id
    • generic_tool_item_id
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanItemRecordRequest table:
    • id
    • created_at
    • updated_at
    • ActionPlanItemId
    • record_type_name
    • prostore_file_id
    • generic_tool_item_id
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanItemReference table:
    • id
    • created_at
    • updated_at
    • ActionPlanItemId
    • specification_section_id
    • drawing_id
    • drawing_title
    • drawing_number
    • drawing_revision_id
    • drawing_revision
    • submittal_log_id
    • prostore_file_id
    • file_name
    • file_url
    • ProjectID
    • DateUpdated
  • Added: New reportable fields in the ActionPlanReceiver table:
    • id
    • created_at
    • updated_at
    • ActionPlanId
    • party_id
    • receiver_name
    • receiver_login
    • receiver_email_address
    • signed_by_id
    • signed_by_login
    • signed_at
    • ProjectID
    • DateUpdated

New Reportable FielDs (06/22/2022)

  • Added: New reportable fields in the PurchaseOrderContractChangeOrderPackageLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the PrimeContractPayAppLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the PurchaseOrderContractLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the ChangeEventLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the ChangeOrderPackageLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the ChangeOrderPackageLineItemMarkupLineItem table:
    • wbs_code_id

New Reportable FielDs (03/29/2022)

  • Added: New reportable fields in the BudgetViewDetail table:
    • wbs_code_id
  • Added: New reportable fields in the BudgetViewSnapshotDetail table:
    • wbs_code_id
  • Added: New reportable fields in the ChangeOrderPotentialLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the DirectCostLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the DrawRequestLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the PrimeContractLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the WorkOrderContractLineItem table:
    • wbs_code_id

View All Release Notes: Procore Data Extract


Project Financials + Acumatica Cloud ERP Connector

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 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 Project Financials + Acumatica Connector: Received Date Syncing for Direct Costs in Procore.

View All Release Notes: Project Financials + Acumatica Cloud ERP Connector


Project Financials + MRI Platform X® Connector

No notable changes.

View All Release Notes: Project Financials + MRI Platform X® Connector


 

Project Financials + Sage Intacct® Connector

No notable changes.

View All Release Notes: Project Financials + Sage Intacct® Connector


Project Financials + Yardi Voyager® Connector

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

View All Release Notes: Project Financials + Yardi Voyager® Connector


Project Financials + CMiC Connector

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 Project Financials + CMiC or visit the CMiC on Procore's App Marketplace. 

View All Release Notes: Project Financials + CMiC Connector


Project Financials + Xero™ Connector

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. 

View All Release Notes: Project Financials + Xero™ Connector


Project Financials + NetSuite® Connector

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. 

View All Release Notes: Project Financials + NetSuite® Connector


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®

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®.

 
 

View All Release Notes:  Sage 300 CRE®


Viewpoint® Spectrum®

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®?.

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


Viewpoint® Vista™ Integration by Ryvit

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.

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


Platform

Platform

Procore has added a new link option in various rich text fields within the Procore web application. Unlike plain text fields, rich text fields have various formatting options available for users to configure for their text, including text color and font size. In the supported rich text fields, users can now change the text that displays for a link and the link's title (also known as its mouseover text).

Procore has added Drawing and Specification Section as options when adding related items on supported tools. This allows users to add a current drawing or specification section as a related item without needing to select a specific revision. See What are "related items" in Procore?

View All Release Notes: Platform


Procore Search

Keyboard shortcut to initiate search (10/11/2022)

To activate the Procore Search bar and begin typing, you can now use the keyboard shortcut CMD+K (for Mac users) or CTRL+K (for PC users). See Search for Items Within a Project Using Procore Search.

Advanced Filters Available when searching for RFIs, Submittals, or Specifications (08/24/2022)

When searching for either RFIs, Submittals, or Specifications only and not in combination with any other tools, you can now choose additional filter criteria to better refine Procore Search results. See Search for Items Within a Project Using Procore Search.

Updates to the Search Bar and In-Tool Search Experience (05/16/2022)

The search bar for Procore Search is now wider and more centralized in the Procore navigation menu. In addition, searches initiated within tools now search within the selected tool by default. You can still add additional tools as filters to search across the project. See Search for Items Within a Project Using Procore Search

New Light Theme and Updated Filters (01/28/2022)

Procore Search has been updated with a new light colored theme, as well as enhanced filtering. The new interface makes it easier to find what you need by displaying relevant information with each result. While there is no longer a persistent side panel, tool filters are still accessible to the left of the search results after clicking the Filters button. The updated search experience also includes a separate Support Center tab that lists relevant support articles from support.procore.com. See Search for Items Within a Project Using Procore Search

View All Release Notes: Procore Search