Skip to main content
Procore

Changes by Tool

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


Company Level

Admin (Company Level)

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


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)

'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 his or her own.

For more information on a specific ERP integration see:

View All Release Notes: ERP Integrations


Inspections (Company Level)

'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)

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)

No notable changes.

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 '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


Project Level

Action Plans (Project Level)

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)

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)

No notable changes.

View All Release Notes: Bidding


Budget (Project Level)

'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)

Modernized Change Events List View (06/13/2022)

On Monday, June 13, 2022, Procore started a phased release of the new change events list view. This new view 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 List View.

View All Release Notes: Change Events


Change Orders (Project Level)

No notable changes.

View All Release Notes: Change Orders


Commitments (Project Level)

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 October 2022. After October 2022, 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)

No recent changes.

 

View All Release Notes: Coordination Issues


Correspondence (Project Level)

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)

No notable changes.

View All Release Notes: Direct Costs


Directory (Project Level)

'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)

Process and View Revit® Files in the Documents Tool (06/28/2022) 

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 Navisworks®. This feature allows all project users to quickly access and view 3D models directly in Procore. See View and Download Revit® Files 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)

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)

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 Take-Off 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)

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)

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 October 2022. After October 2022, 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)

No notable changes.

View All Release Notes: Meetings


Models (Project Level)

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)

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)

No notable changes.

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)

Specifications Processing for Spanish & French books (06/28/2022)

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

Previous Changes

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)

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 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

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

No notable changes.

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

No notable changes.

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


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®

No notable changes.

View All Release Notes:  Sage 300 CRE®


Viewpoint® Vista™ Integration by Ryvit

No notable changes.

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


Platform

Platform

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

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