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Procore

Changes by Tool

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

Platform

Company Level

Admin (Company Level)

New Fieldsets and Field Options for Incidents (4/4/2019) 

Procore now provides users with 'Admin' level permission on the Company level Admin tool with the ability to configure fieldsets and field options for the Incidents tool. To learn more, see About Configured Incidents Fieldsets and Field Options.

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019) 

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

View All Release Notes: Admin


Directory (Company Level)

Directory: Improved Search-As-You-Type Capabilities (2/14/2019) 

To provide Procore users with improved search-as-you-type capabilities, Procore has updated the Company and Project Directories to incorporate trigram indexing. This will provide users with powerful and more efficient search results. Now, when you enter any trigram (i.e., any three (3) characters in sequence), Procore's Directory tool's will yield all possible matches regardless of where those three (3) characters appear. See Directory: Improved Search-As-You-Type Capabilities.

View All Release Notes: Directory


Documents (Company Level)

Manage and Set Tags for a File in the Documents Tool (4/4/2019)  

Users can now manage and set tags on files stored in the Documents tool. See Manage and Set Tags for a File.

Contextual Search with Documents Files (4/4/2019)  

Users can now search the text of files within the Documents tool. This is supported in PDF, DOC, DOCX, XLS, XLSX, CSV, and DWG file formats. It is NOT supported on password-protected files. See Search for and Apply Filters to a Project's Documents.

Updated Process for Uploading Files and Creating Folders (02/27/2019)

The Documents tool has been redesigned with a more streamlined process for adding files and folders. The modernized upload process allows for more reliable uploads for larger files, and will allow for upcoming improvements. Additionally, having file uploads and folder creation accessible from the same drop-down menu at the top of the page offers a more consistent and intuitive user experience. See Documents: Updated Process for Uploading Files and Creating Folders.

Removed Sidebar on the Documents Page (01/09/2019)  

Moved the elements in the sidebar to the top of the page and removed the right sidebar altogether on the Documents page.

View All Release Notes: Documents


ERP Integrations (Company Level)

For notable changes that affect specific integrations see: Integration by Procore: Connects Procore to Viewpoint® Spectrum®, Integration by Ryvit: Connects Procore to Viewpoint® Vista™, Sage 100 Contractor®, Sage 300 CRE®, and QuickBooks®.

Reset Commitments for the ERP Integrations Tool (1/18/2019)

Updated the ERP Integrations tool so users can now reset commitments, instead of having to request a reset from Procore Customer Support.

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019)  

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

View All Release Notes: ERP Integrations


Inspections (Company Level)

New Response Options for Inspections (01/31/2019)  

Added Response Options to the Inspections tool to include Number, Text, and Date response formats. 

View All Release Notes: Inspections


Planroom (Company Level)

No notable changes at this time.

View All Release Notes: Planroom


Portfolio (Company Level)

No notable changes at this time.

View All Release Notes: Portfolio


Programs (Company Level)

No notable changes at this time.

View All Release Notes: Programs


Reports (Company Level)

Added RFI Stage to Custom Reports (3/5/2019)

Updated the Company level Reports tool to make the RFI Stage column available to users creating custom reports that include data from the RFIs tool. See Create a Custom Company Report.

New Horizontal Bar Chart for Custom Reports (1/30/2019)

Procore has updated the Company and Project level Reports tool to give report creators the option to add a Horizontal Bar Chart when adding visuals to custom reports. To learn more, see Reports: Added a Horizontal Bar Chart for Custom Reports.

Updated Columns for the Subcontractor Invoice Custom Report (1/8/2019)

Improved the performance of the Subcontractor Invoice Custom Report by updating the following columns:

Added these Columns Renamed these Columns Removed these columns
  • Retainage - Work Completed To Date
  • Retainage - Work Completed To Date Percent
  • Retainage - Materials Presently Stored
  • Retainage - Materirals Presently Stored Percent
  • Work Completed Previous
  • Work Completed This Period - Retainage
  • Work Completed Previous - Retainage
  • Work Completed This Period - Retainage 
  • Work Completed This Period Percent
  • Released Work Completed This Period
  • Released Materials Presently Stored

View All Release Notes: Reports


Schedules (Company Level)

No notable changes at this time.

View All Release Notes: Schedule


Timecard (Company Level)

No notable changes at this time.

View All Release Notes: Timecard


Project Level

Admin (Project Level)

Import Locations Using the Procore Plug-In for Revit® (03/18/2019)

You can now import locations from Revit® to your Procore project using the Procore plug-in for Revit®. See Import Locations Using the Procore Plug-In for Revit®.

View All Release Notes: Admin


Bidding (Project Level)

Added the Ability for ERP Enabled Projects to Convert Bids to Purchase Orders (3/4/2019)

Added the ability for users with Bidding Admin permissions on ERP enabled projects to convert bids to purchase orders. See Award a Winning Bid and Convert into a Purchase Order.

Add Companies and Contacts to the Company Directory from the Bidding Tool (2/14/2019)

Project Directory Admins can now add new company and contact records to the Company level Directory tool while using the Bidding tool's Search for Bidders feature. See Add New Companies and Contacts to the Company Directory from the Bidding Tool.

View All Release Notes: Bidding


Budget (Project Level)

No notable changes at this time.

View All Release Notes: Budget


Change Events (Project Level)

Updated Change Order Default Amounts (4/11/2019)

Procore has changed where the Change Order line item amount is pulled from when you create a change order line item from a change event line item. Now, the change order line item’s amount will only populate with the Request for Quote (RFQ) value if the RFQ has a status of “Closed” or “Pending Final Approval.” If the RFQ is not present or has a different status, the change order line item’s value will populate with the Rough Order of Magnitude (ROM). Learn more about RFQ statuses and their effect on change order default values at What Are the Different RFQ Statuses and How Do They Affect Latest Cost and Change Order Amounts?.

Revenue ROM Beta Update (3/28/2019) 

The Cost Rough Order of Magnitude (ROM) can now be edited inline in the Detail tab of the project's Change Events tool. Note: If Revenue ROM is set to 'Automatically Use Latest Cost', the system will automatically update Cost ROM. This update only affects participants in the Beta Program. 

View All Release Notes: Change Events


Change Orders (Project Level)

PDF Exports Now Show Tax Codes (1/8/2019)

Updated the PDF exports in the Prime Contract, Change Orders (all tiers), and Commitments tools to now show tax codes for prime contracts and commitments. 

View All Release Notes: Change Orders


Commitments (Project Level)

PDF Exports Now Show Tax Codes (1/8/2019)

Updated the PDF exports in the Prime Contract, Change Orders (all tiers), and Commitments tools to now show tax codes for prime contracts and commitments. 

View All Release Notes: Commitments


Coordination Issues (Project Level)

Import Locations Using the Procore Plug-In for Revit® (03/18/2019) 

You can now import locations from Revit® to your Procore project using the Procore plug-in for Revit®. See Import Locations Using the Procore Plug-In for Revit®.

You can now link drawings to an RFI when elevating a coordination issue to a new RFI. See Elevate a Coordination Issue to an RFI.

If you elevated a coordination issue to an RFI and need to disassociate it from the RFI that it was linked to, you can now unlink the RFI from the coordination issue. This will remove the connection between the two items and change the status of the coordination issue to "Open." See Edit a Coordination Issue and Elevate a Coordination Issue to an RFI.

Bulk Edit Coordination Issues (2/15/2019)

You can now bulk edit the Location, Assignee, and Due Date fields using the Coordination Issues tool. See Edit a Coordination Issue.

Filter Coordination Issues in the Procore Plug-In (2/13/2019)

You can now filter coordination issues in the Procore plug-in by Created Date, Due Date, Assignee, Location, and Status. See Search for and Filter Coordination Issues.

Elevate a Coordination Issue to an Existing RFI (1/15/2019)  

You can now elevate a coordination issue to an existing RFI from the Coordination Issues tool and the Procore plug-in. You will see options to Create a New RFI or Choose an Existing RFI. This creates a link between the coordination issue and the new or existing RFI. See Elevate a Coordination Issue to an RFI.

View All Release Notes: Coordination Issues


Crews (Project Level)

No notable changes at this time.

View All Release Notes: Crews


Daily Log (Project Level)

New Delays Section in the Daily Log (4/8/2019)

Added a new section to the Daily Log tool for tracking delays on a project. See Create Delay Entries. Custom delay types can be added in the Daily Log's configure settings. 

New Incremented Number Control for Faster Data Entry (2/8/2019)

Updated the project's Daily Log tool to add a new incremented number control that gives users doing data entry the ability to add workers and hours more quickly. 

Improved Hover States (1/4/2019)

Procore has improved the user experience of the Daily Log tool by adding hover states to the interface. These new features place system focus on the area over which your mouse cursor hovers to provide improved visual feedback when using the Daily Log.  

Improved Comment Field (1/4/2019)

Added placeholder text to the comments field. When viewing the field, the phrase 'No comments' appears when entries have not been saved. When viewing the field in edit mode, an Add Comments prompt appears. 

View All Release Notes: Daily Log


Direct Costs (Project Level)

No notable changes at this time.

View All Release Notes: Direct Costs


Directory (Project Level)

Directory: Improved Search-As-You-Type Capabilities (2/14/2019) 

To provide Procore users with improved search-as-you-type capabilities, Procore has updated the Company and Project Directories to incorporate trigram indexing. This will provide users with powerful and more efficient search results. Now, when you enter any trigram (i.e., any three (3) characters in sequence), Procore's Directory tool's will yield all possible matches regardless of where those three (3) characters appear. See Directory: Improved Search-As-You-Type Capabilities.

View All Release Notes: Directory


Documents (Project Level)

Manage and Set Tags for a File in the Documents Tool (4/4/2019)  

Users can now manage and set tags on files stored in the Documents tool. See Manage and Set Tags for a File.

Contextual Search with Documents Files (4/4/2019)  

Users can now search the text of files within the Documents tool. This is supported in PDF, DOC, DOCX, XLS, XLSX, CSV, and DWG file formats. It is NOT supported on password-protected files. See Search for and Apply Filters to a Project's Documents.

Updated Process for Uploading Files and Creating Folders (02/27/2019)

The Documents tool has been redesigned with a more streamlined process for adding files and folders. The modernized upload process allows for more reliable uploads for larger files, and will allow for upcoming improvements. Additionally, having file uploads and folder creation accessible from the same drop-down menu at the top of the page offers a more consistent and intuitive user experience. See Documents: Updated Process for Uploading Files and Creating Folders.

Removed Sidebar on the Documents Page (01/09/2019) 

Moved the elements in the sidebar to the top of the page and removed the right sidebar altogether on the Documents page.

View All Release Notes: Documents


Drawings (Project Level)

Search Text Within Drawings (3/19/2019)

You can now use the search bar in the Drawings tool to search for specific keywords or terms that appear on your drawings. Procore also highlights the search term on each drawing, making it easier to find what you are looking for. See Search Text Within Drawings.

Rotate Individual Drawings During the Review Phase (2/19/2019)

If you are in the process of reviewing and confirming drawings and notice that a drawing is not in the correct orientation, you can now rotate the PDF on the Drawing Review page before confirming the drawing. See Can I rotate a drawing in Procore?

Drawings Tool Opens to Last Viewed Drawing Area (1/16/2019)

For users with Drawings Areas enabled, drawing areas have been made "sticky." This means when you navigate to the Drawings tool, you will see the drawings list page of the area you last viewed instead of the Drawing Areas page.

View All Release Notes: Drawings


Emails (Project Level)

No notable changes at this time.

View All Release Notes: Emails


Forms (Project Level)

No notable changes at this time.

View All Release Notes: Forms


Home (Project Level)

Inspection Items in the 'In Review' Status Now Included in My Open Items (1/2/2019)

Updated the Project Home page so that your inspection items in the 'In Review' status are now listed in the My Open Items table on the Project Home page. 

View All Release Notes: Home

 


Incidents (Project Level)

New Fieldsets and Field Options for Incidents (4/4/2019) 

Procore now provides users with 'Admin' level permission on the Company level Admin tool with the ability to configure fieldsets and field options for the Incidents tool. To learn more, see About Configured Incidents Fieldsets and Field Options.

Removed Sidebar and Updated the Project Level Configuration Page (3/7/2019) 

Updated the project's Inspections tool to remove the sidebar. Settings options have been moved above the template list. 

View All Release Notes: Incidents


Inspections (Project Level)

Removed Sidebar and Updated the Project Level Configuration Page (3/7/2019)

Updated the project's Inspections tool to remove the sidebar. Settings options have been moved above the template list. 

New Response Options for Inspections (01/31/2019)  

Added Response Options to the Inspections tool to include Number, Text, and Date response formats. 

View All Release Notes: Inspections


Instructions (Project Level)

No notable changes at this time.

View All Release Notes: Instructions


Meetings (Project Level)

No notable changes at this time.

View All Release Notes: Meetings


Observations (Project Level)

Enhanced Search (3/11/2019)

Users can now search across the following fields in the Observations tool: Number, Type, Title, Assignee Company, Assignee Name, Description, and Location

Designate Fields as Required, Optional, or Hidden 

Users with Admin permission on the Company level Admin tool can now designate which fields in the observations tool should be considered Required, Optional, or Hidden. These "fieldsets" can be set for each Observation Category and affect both the Procore web application and Procore Mobile. See Configure Observation Fieldsets.

View All Release Notes: Observations


Photos (Project Level)

No notable changes at this time.

View All Release Notes: Photos


Prime Contract (Project Level)

Added CSV Export Menu Option (1/7/2019)

Updated the Export menu in the top-right corner of the Prime Contract tool to add the CSV export option to the list of selections. 

PDF Exports Now Show Tax Codes (1/8/2019)

Updated the PDF exports in the Prime Contract, Change Orders (all tiers), and Commitments tools to now show tax codes for prime contracts and commitments. 

View All Release Notes: Prime Contract


Punch List (Project Level)

Configure Punch List Notification Settings (4/12/2019)

Users with 'Admin' level permission can now use the Punch List tool to specify which punch list emails are sent out, as well as to specify the email recipients. By default, the Project level Punch List tool sends the following email notifications to the responsible party when a given action is performed. These email settings can be configured in the Project level Punch List tool's settings. To learn more, see Punch List: New Punch List Notification Settings

Enhanced Search (3/11/2019)

Users can now search across the following fields in the Punch List tool: Number, Type, Title, Assignee Company, Assignee Name, DescriptionLocation, and Reference.

New Punch List Workflow (1/18/2019) 

Updated the Punch List tool with a new Punch List Workflow that adds new roles of Punch Manager and Final Approver, additional punch item statuses, and a new Activity Feed view.

View All Release Notes: Punch List


Reports (Project Level)

Added RFI Stage to Custom Reports (3/5/2019)

Updated the Project level Reports tool to make the RFI Stage column available to users creating custom reports that include data from the RFIs tool. See Create Custom Project Report.

New Horizontal Bar Chart for Custom Reports (1/30/2019)

Procore has updated the Company and Project level Reports tool to give report creators the option to add a Horizontal Bar Chart when adding visuals to custom reports. To learn more, see Reports: Added a Horizontal Bar Chart for Custom Reports.

Updated Columns for the Subcontractor Invoice Custom Report (1/8/2019)

Improved the performance of the Subcontractor Invoice Custom Report by updating the following columns:

Added these Columns Renamed these Columns Removed these columns
  • Retainage - Work Completed To Date
  • Retainage - Work Completed To Date Percent
  • Retainage - Materials Presently Stored
  • Retainage - Materirals Presently Stored Percent
  • Work Completed Previous
  • Work Completed This Period - Retainage
  • Work Completed Previous - Retainage
  • Work Completed This Period - Retainage 
  • Work Completed This Period Percent
  • Released Work Completed This Period
  • Released Materials Presently Stored

View All Release Notes: Reports


RFIs (Project Level)

New Forward for Review Feature (4/1/2019) 

Procore has updated the project's RFIs tool to provide assignees with a way to forward an RFI by email, to gather more review information from subject matter experts on an aspect of your construction project. See Forward an RFI for Review.

New RFI Stage Filter (3/5/2019)

Updated the Add Filter menu in the RFIs tool to add an RFI Stage option to the list of filters. See Search for and Filter RFIs

RFI Stage Now Available as a Column (3/5/2019)

When customizing the column display in the RFIs tool, you can now add an RFI Stage column. See Customize the Column Display in the RFIs Tool

Removed the Sidebar from the RFIs Page (1/24/2019)

Procore has removed the sidebar from the RFIs page. For details, see RFIs: Sidebar Removed from the RFIs Page.

RFI Email Settings Now Carry Over to Project Templates (1/16/2019) 

Updated the RFIs tool so that now, the settings specified on the Configure Settings page under RFI Emails now carry over to new projects when using the Portfolio tool's project templates feature. See Configure a Project Template.

Procore Now Suggests a Title When Creating a Change Event from an RFI (1/14/2019) 

When you create a change event from an RFI, the system now suggests a title based on the RFI's title. See Create a Change Event from an RFI.

Added a New 'Linked Coordination Issue' Field (1/2/2019)

Added a new Linked Coordination Issue' field to RFIs. Clicking this link will launch the Coordination Issues tool. If you have not been granted permission to the Coordination Issues tool, the Linked Coordination Issue field will be hidden from view. 

View All Release Notes: RFIs


Schedule (Project Level)

Schedule Usability Updates (02/13/2019)  

Moved "Clear Schedule" into a separate sidebar section within the Schedule tool's configure settings and added a warning message about the consequences of clearing the schedule. Renamed the "Overwrite Schedule" section to "Update Schedule" for more clarity. Additionally, when a schedule change request is reviewed, an email will be sent to the user who requested the change to indicate whether the change has been updated or rejected.

Start and Finish Columns Now Sort by Date (1/2/2019)

Updated the Start and Finish columns in the All view so users can now click the column header to sort the columns by date. 

View All Release Notes: Schedule


Specifications (Project Level)

No notable changes at this time.

View All Release Notes: Specifications


Submittals (Project Level)

Removed the Sidebar from the Submittals Page (1/24/2019)

Procore has removed the sidebar from the Submittals page. For details, see Submittals: Sidebar Removed from the Submittals Page.

Submittal Email Settings Now Carry Over to Project Templates (1/16/2019) 

Updated the Submittals tool so that now, the settings specified on the Configure Settings page under Submittal Email Settings now carry over to new projects when using the Portfolio tool's project templates feature. See Configure a Project Template.

View All Release Notes: Submittals


Tasks (Project Level)

No notable changes at this time.

View All Release Notes: Tasks


Timesheets (Project Level)

Added Export Button to 'Field Production Report' (1/30/2019) 

Added an Export button to the Field Production Report. The report can be exported in CSV or PDF format.

View All Release Notes: Timesheets


Transmittals (Project Level)

No notable changes at this time.

View All Release Notes: Transmittals


Integrations


Azure AD SSO

No notable changes at this time.

View All Release Notes: Azure AD SSO


DocuSign

No notable changes at this time.

View All Release Notes: DocuSign


OneLogin SSO

No notable changes at this time.

View All Release Notes: OneLogin SSO


Okta SSO

No notable changes at this time.

View All Release Notes: Okta SSO


QuickBooks®

Procore + QuickBooks: Availability of Send to ERP Button Based on Subcontractor Invoice Status (4/12/2019)

When all invoices on a commitment have a status of Approved, Approved as Noted or Pending Owner Approval the Send to ERP button appears on the subcontractor invoice view page, as well as on the Subcontractor tab of the Project level Invoicing tool. When any invoice is sent to the Draft, Under Review, or Revise and Resubmit status, the Send to ERP button is dimmed and includes a tooltip. At this time, only the Procore + QuickBooks® integration supports exporting subcontractor invoices. See Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.

When a Commitment Change Order (CCO) in a Procore project is synced with QuickBooks®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a CCO from Procore and then discover that the exported data was incorrect. 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 CCO 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. See ERP Integrations: Unlink CCOs Synced with QuickBooks®

QuickBooks Desktop Edition Canada (2/25/2019) 

ERP Integrations tool users in Canada can now take full advantage of the same ERP-data synchronization with the US Desktop editions. Supported editions are Canada Desktop Edition of QuickBooks Premier 2018 and 2019. For more information, see About the QuickBooks Connector.

Rollout of Export Subcontractor Invoices for QuickBooks is Complete (2/5/2019)

Procore has completed the rollout of a new feature for the Company level ERP Integrations tool. This feature lets your project users eliminate double-entry and save time by allowing invoices created in Procore's Commitments tool to be exported to your company's integrated QuickBooks system.  See Export Subcontractor Invoices from Procore to QuickBooks.

When a commitment in a Procore project is synced with QuickBooks®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data as exported was incorrect. When this occurs, the records in both systems will need to be deleted manually and then the correct information must be re-entered in Procore and exported to the integrated ERP system. See Unlink Commitments Synced with QuickBooks.

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019)  

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

View All Release Notes: QuickBooks®


Sage 100 Contractor®

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019) 

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

View All Release Notes: Sage 100 Contractor®


Sage 300 CRE®

Delete Sage 300 CRE® Project Cost Codes in Procore (3/23/2019)

Procore has been updated to allow for the deletion of Sage 300 CRE® Cost Codes on Procore projects synced with Sage 300 CRE®. Users with 'Admin' level permission on the project's Admin tool will now have the ability to delete project cost codes that have previously been synced with an ERP system. The only requirement is that the cost code must first be deleted in Sage 300 CRE®. See Delete Project Cost Codes from a Procore + Sage 300 CRE Project.

When a Commitment Change Order (CCO) in a Procore project is synced with a integrated ERP system, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data as exported was incorrect. When this occurs, the records in both systems will need to be deleted manually and then the correct information must be re-entered in Procore and exported to the integrated ERP system. See Unlink CCOs Synced with Sage 300 CRE.

Delete Cost Code Cost Type Assignments Synced with Sage 300 CRE® (2/13/2019)

Before this update was released, your Procore Administrator was required to submit a request to reset a cost type assignment before it could be deleted in Procore. Now, users can delete the cost code type assignment in Procore. See ERP Integrations: Delete Cost Code Cost Type Assignments Synced with Sage 300 CRE.

When a commitment in a Procore project is synced with a integrated ERP system, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data as exported was incorrect. When this occurs, the records in both systems will need to be deleted manually and then the correct information must be re-entered in Procore and exported to the integrated ERP system. See Unlink Commitments Synced with Sage 300 CRE.

New Transaction Date Field for CCO Exports to Sage 300 CRE® (1/30/2019)

Added a new Transaction Date field to the form that is used by accounting approvers when exporting Commitment Change Orders (CCOs) to Sage 300 CRE®. See Accept or Reject a CCO for Export to Sage 300 CRE.

Sage 300 CRE®: Now Pre-filling SubJob ID for Accounting Approvers (1/14/2019)

When sending a SubJob to the ERP Integrations tool for accounting approval, the system now pre-fills the SubJob ID for accounting approvers. See Send a Sub Job to ERP Integrations for Accounting Acceptance.

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019)  

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

View All Release Notes: Sage 300 CRE®


Viewpoint® Spectrum®

When a commitment in a Procore project is synced with a integrated ERP system, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data as exported was incorrect. When this occurs, the records in both systems will need to be deleted manually and then the correct information must be re-entered in Procore and exported to the integrated ERP system. See Unlink Commitments Synced with Viewpoint® Spectrum®.

New Change Order Date Field for CCO Exports (1/31/2019)

Procore has added new Change Order Date field for Commitment Change Orders (CCOs). It can now be used by accounting approvers when exporting CCOs to Viewpoint® Spectrum®. See ERP Integrations: New Change Order Date Field for CCO Exports to Viewpoint® Spectrum®.

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019)  

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

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


Viewpoint® Vista™ Integration by Ryvit

Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019)  

Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore. 

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


Platform

Announcements

No notable changes at this time.

View All Announcements: Platform


 

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