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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)

Create Custom Fields and Custom Sections for Commitments (10/09/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Commitments 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 to custom fields, Procore has added the ability to create custom sections for the project's Commitments tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a commitment's 'General Information' section. See Create Custom Sections.

Create Custom Fields and Custom Sections for Prime Contracts (10/07/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Prime Contracts 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 to custom fields, Procore has added the ability to create custom sections for the project's Prime Contracts tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a prime contract's 'General Information' section. See Create Custom Sections.

Create Custom Fields and Custom Sections for the 'Project' Fieldset (08/13/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the 'Project' fieldset. Changing the 'Project' fieldset modifies the 'Project Details' page (used when creating new projects) and for the 'Project Settings > General' page (used when updating projects) in the Project level Admin 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 to custom fields, Procore added the ability to create custom sections for the 'Project' fieldset. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections will be displayed below the 'Advanced' section on the 'Project Details' and 'Project Information' pages. See Create Custom Sections.

new Configurable Fieldsets for Commitments and Prime Contracts Tools (08/12/2021)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Commitments and Prime Contracts tools to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. For lists of fields that are configurable on these tools, see Which fields in the Commitments tool can be configured as required, optional, or hidden? and Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?

NEW CONFIGURABLE FIELDSETS FOR TIMESHEETS AND MY TIME TOOLS (07/12/2021)

Your company's Procore Administrator now has the ability to create configurable fieldsets for the Timesheets and My Time tools. This new feature enables your company to define which fields are RequiredOptional, or Hidden in these tools. In addition, you can also configure unique settings for each tool (in the past, these tools were required to share the same settings). For details, see Admin: New Configurable Fieldsets for the Timesheets and My Time Tools

'Sub Job' Added as a Configurable Field on Configurable Fieldsets for RFIs (03/18/2021)

When creating or updating configurable fieldsets for the project's RFIs tool, users with the appropriate permissions on the Company level Admin tool can now choose to make the Sub Job field hidden or visible to users who create an RFI in one or more projects. See Create New Configurable Fieldsets and Which fields in the RFIs tool can be configured as required, optional, or hidden?

Create Custom Fields and Custom Sections for RFIs (02/22/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's RFIs 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 to custom fields, Procore has added the ability to create custom sections for the project's RFIs tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below an RFI's 'General Information' section. See Create Custom Sections.

Create Custom Sections for Correspondence Tool (01/28/2021)

The Correspondence tool now supports custom sections that can be created at the company admin level when modifying a fieldset and adding custom fields. A custom section is a separate grouping of 1 or more custom fields. The section name is defined by the user and is respected on web, export PDF and mobile.

Company Level Embedded Experiences (01/22/2021)

Embedded Experiences allow users to access partner applications - all without ever leaving Procore. Now, integrated applications displaying company-level information, like a company level reporting dashboard, are available without having to navigate to a specific project in Procore. Saving users time and providing helpful project insights when you need it most. See Launch an Embedded App in a Company for additional information.

Additional Custom Field Types for Observations Tool (01/20/2021)

Users can now select from following field types when creating custom fields for the project's Observations tool: Company, Project Directory User (Single Select), and Tool User (Single Select). See Create New Custom Fields.

View All Release Notes: Admin


Directory (Company Level)

No notable changes.

View All Release Notes: Directory


Documents (Company Level)

Upload Empty Folders to the Documents Tool (01/11/2021) 

The Documents tool now supports empty folders being uploaded using the drag-and-drop upload method. See Upload Files or Folders to the Company Level Documents Tool. This is useful if you need to create multiple new folders at once, or if you need to create a specific structure of folders for files to be added to. 

View All Release Notes: Documents


ERP Integrations (Company Level)

ADDED 'BUDGET CODE' TO FINANCIAL MARKUP FOR ERP INTEGRATIONS (07/16/2021)

Procore has started to gradually roll out an updated Financial Markup user interface to all Procore customers using Procore with the Company level ERP Integrations tool. This update added a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes in the Commitments tool, see Add Financial Markup to Commitment Change Orders (CCOs) and Add Financial Markup to Prime Contract Change Orders (PCCOs). To learn about budget codes, see What is a budget code? 

View All Release Notes: ERP Integrations


Inspections (Company Level)

No notable changes.

View All Release Notes: Inspections


Permissions (Company Level)

Action Plans 'Edit Project Settings' Granular Permission Name Change (09/03/2021)

Procore has made a change to Action Plans granular permissions by changing the name of the 'Edit Project Settings' granular permission to 'Edit Notifications'. All functionality will remain the same for the granular permission. See Grant Granular Permissions in a Project Permissions Template.

Enhanced the 'Review & Edit Timesheets' Granular Permission (03/24/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets ToolEdit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Updates to Granular Permission to View Private RFIs Associated to Users within Same Company (03/16/2021)

Procore has updated the existing 'View Private RFIs Associated to Users within Same Company' granular permission. Users with this granular permission enabled on their permissions template can now view 'Draft' RFIs that are marked as 'Private' and are associated to users within their company (including them). See Grant Granular Permissions in a Project Permissions Template and View RFIs.

New Granular Permissions for Project Level Action Plans Tool (03/08/2021)

Procore has added new granular permissions for the Project level Action Plans 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.

New Granular Permissions for the Project Level Schedule Tool (02/11/2021)

Procore has added new granular permissions for the Project level Schedule 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.

New 'Review & Edit' Granular Permission for the Project Level Timesheets Tool (02/10/2021)

Procore has added a new granular permission for the Project level Timesheets tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to review and edit timesheets. See Grant Granular Permissions in a Project Permissions Template.

New 'Company Admin' Filter in User Permissions Tab (01/06/2021)

Procore has added a new filter to the 'User Permissions' tab of the Permissions tool that allows users to narrow the list of users by whether or not they have 'Admin' level permissions on the Company level Directory tool. See Search for and Filter Users in the Permissions Tool.

Duplicating Company Permissions Templates Now Available (01/05/2021)

Users can now duplicate existing company permissions templates. See Duplicate a Company Permissions Template.

New 'Default Project Permissions Template' Filter in User Permissions Tab (01/05/2021)

Procore has added a new filter to the 'User Permissions' tab of the Permissions tool that allows users to narrow the list of users by one or more default project permissions templates. See Search for and Filter Users in the Permissions Tool.

View All Release Notes: Permissions


Planroom (Company Level)

No notable changes.

View All Release Notes: Planroom


Portfolio (Company Level)

Advanced Forecasting Feature Setting Now Carries Over in a Project Template (6/21/2021)

When you configure a project template in Procore (see Configure a Project Template), Procore now copies the setting for the 'Enable Advanced Forecasting' feature from the Configure Settings page of the project's Budget tool into a new project. To learn more, see Configure Settings: Budget. To learn about the other settings that get copied to a new project, see What gets copied over to a new project when applying a project template?

New English Language Selections Available in Procore (04/01/2021)

English (United Arab Emirates) and English (Singapore) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

New French and Spanish Language Selections Available in Procore (03/31/2021)

Français (France) and Spanish (España) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

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 at this time.

View All Release Notes: Programs


Reports (Company Level)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom company report, see Create a Custom Company Report.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Company level Reports tool. See Create a Custom Company Report.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom company reports created in the Company level Reports tool. See Create a Custom Company Report.

Added 'Lookaheads' Source for Custom Company Schedule Tasks Reports (02/16/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom company reports. See Create a Custom Company Report.

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)

Multi-Tier Approval for Timekeeping Now Supported in Mobile Apps (03/29/2021)

Procore has updated the multi-tier approval feature for timekeeping by expanding the process to support approvals on Procore's mobile apps. Now, mobile users who have been granted 'Read Only' or 'Standard' level permissions on the Project level Timesheets tool with the 'Review & Edit Timesheets' granular permission on the project permission template can create new timesheets in the 'Pending' status and change the status of a timesheet to 'Reviewed' in the Project level Timesheets tool. They can also change the status from 'Pending' to 'Reviewed' on project timesheets that they have permission to view using the Company level Timesheets tool. For details, see Review a Timesheet (Android) and Review a Timesheet (iOS). 'Admin' users can also now Approve a Timesheet (Android) and Approve a Timesheet (iOS)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom report, see Create a Custom Company Report and Create a Custom Project Report.

Enhanced the 'Review & Edit Timesheets' Granular Permission (03/22/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets ToolEdit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Added a Rounding Option to the Time Increment Drop-Down List (03/17/2021)

Procore has updated the Company level Timesheets tool to add a '1 min' rounding option to the 'Time Increment' drop-down list. To learn how to set rounding rules for your company's timesheets, see Set the Rounding Rule for Your Company Timesheets.

New Multi-Tier Approval for Timekeeping (02/10/2021) 

Procore has updated the Timesheets tools to support multi-tier approval. You'll see the new 'Reviewed' status in the Project level Timesheets tools and a 'Completed' status in the Company level Timesheets tool. This provides your team with improved visibility into timecard entries on a project and also ensures greater accuracy to help ensure that timecard entry mistakes are caught earlier in the review process. We've also updated the permissions templates feature to include a new 'Review & Edit Timesheets' granular permission for the Project level Timesheets tool. You'll also see a new 'Date' column for individual timecard entries. To learn more, see Timesheets: Multi-Tier Approval for Timekeeping.

View All Release Notes: Timesheets


Project Level

Action Plans (Project Level)

'Edit Project Settings' Granular Permission Name Change (09/03/2021) 

Procore has made a change to Action Plans granular permissions by changing the name of the 'Edit Project Settings' granular permission to 'Edit Notifications'. All functionality will remain the same for the granular permission, see Grant Granular Permissions in a Project Permissions Template.

Change history now available in Action Plans (08/23/2021)

Procore has updated the Project level Action Plans tool to allow users with 'Admin' permissions to view the change history of an Action Plan, see View the Change History of an Action Plan.

Additional role columns have been added to the notification matrix (07/12/2021)

Notifications for the project's Action Plans tool can now be configured for the following roles (in addition to Assignees) on an action plan:

  • Creator
  • Plan Manager
  • Plan Approver
  • Plan Receiver

Three new notifications have been added for Action Plans tool (07/12/2021)

Action Plan users now have the ability to configure the following new notifications:

  • # of days until an item is due
  • All assignee signatures for a plan have been collected
  • An assignee was assigned items to a previously published plan

Push Notifications now available for Actions plans tool (06/13/2021)

Action Plan users now have the ability to receive push notifications on their iOS or Android devices when they are assigned work on an already published  action plan. To begin receiving notifications users must have Push Notifications enabled on their mobile device for the Action Plans tool, see Action Plans Notifications.

Action Plans Notification: Assignee Assigned items to a previous plan (06/04/2021) 

Users can now send notifications from the Action Plans tool to notify users when an assignee was assigned items to a previously published action plan, see Action Plans Notifications.

Action Plans Notification: Assigned Item Due Today (05/24/2021) 

Users can now send notifications from the Action Plans tool to assignees who have an item due. See Action Plans Notifications.

Notifications Now Available in Action Plans (05/12/2021) 

Users can now send notifications from the Action Plans tool on Procore's web application. Current functionality allows notifications to be sent when an assigned item is unblocked and the assignee can take action on the assigned item.

Deleted Action Plan Templates Now Available in the Recycle Bin (03/23/2021)

Users can now view deleted Action Plan Templates in the Recycle Bin. 

New Project Level Action Plans Tool Now Available (03/08/2021)

Procore has added a new Quality & Safety tool called Action Plans to help users manage project milestones in one centralized location. The Action Plans tool can help you and your team streamline processes such as Inspections & Test Plans (ITPs), quality assurance plans, concrete pour plans, project startup plans, safety plans, and more. To add the Action Plans tool to a Procore Project, see Enable the Action Plans Tool

View All Release Notes: Action Plans


Admin (Project Level)

Create Custom Fields and Custom Sections for the 'Project' Fieldset (08/13/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the 'Project' fieldset. Changing the 'Project' fieldset modifies the 'Project Details' page (used when creating new projects) and for the 'Project Settings > General' page (used when updating projects) in the Project level Admin 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 to custom fields, Procore added the ability to create custom sections for the 'Project' fieldset. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections will be displayed below the 'Advanced' section on the 'Project Details' and 'Project Information' pages. See Create Custom Sections.

New English Language Selections Available in Procore (04/01/2021)

English (United Arab Emirates) and English (Singapore) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

New French and Spanish Language Selections Available in Procore (03/31/2021)

Français (France) and Spanish (España) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

Enable Classifications on a Procore Project (02/22/2021)

Procore has updated the Project level Admin tool so users can now import 'work classifications' during a user import. Users can also configure which classifications are available for use with Procore's project timekeeping tools using the new 'Classifications' tab. See Field Productivity: Enable Classifications on a Project.

View All Release Notes: Admin


Bidding (Project Level)

Redesign for PDF Exports of Bid Packages (10/06/2021)

Procore has updated the design of PDF exports for bid packages from the project's Bidding tool. See Export a Bid Package.

Export A Bid Sheet as a CSV File (08/16/2021)

Procore has updated the Export feature on the Project level Bidding tool to allow users to export a bid sheet as a CSV file, a spreadsheet format, Export a Bid Sheet.

Redesigned Bid Sheet in Procore's Bidding Tool (08/04/2021)

Procore has updated the Bid Sheet at the Project level of the Bidding tool with a redesigned layout. The new layout has been redesigned to highlight the most important bid information for users, see New Redesigned Bid Sheet in Procore's Bidding Tool.

View All Release Notes: Bidding


Budget (Project Level)

Advanced Forecasting Feature Setting Now Carries Over in a Project Template (6/21/2021)

When you configure a project template in Procore (see Configure a Project Template), Procore now copies the setting for the 'Enable Advanced Forecasting' feature from the Configure Settings page of the project's Budget tool into a new project. To learn more, see Configure Settings: Budget. To learn about the other settings that get copied to a new project, see What gets copied over to a new project when applying a project template?

Advanced Forecasting Features Now Available by Default (04/20/2021)

Project teams can now Set Up a New Forecasting View to Apply Advanced Forecasting Curves on a new Forecasting tab of the Budget tool. This feature helps project teams evaluate current and future budget conditions. The features were initially announced and available in June 2020 as a limited release to Procore customers who specifically requested the features be turned ON. Now, it is available to all Procore users by default. To learn more, see Project Financials: Advanced Forecasting Available by Default.

Updated Budget Import Template and Import Process (04/05/2021)

Procore has updated the budget import template and import process. The import template now only supports the XLSX file format. In addition, we've updated the template to include drop-down lists for Sub Jobs (if enabled), Cost Code, and Cost Type. If you are using the Budget tool's advanced forecasting feature, you can now also input the Start Date, End Date, and Curve for your forecasting curves. To learn how to import a budget, see Import a Budget

View All Release Notes: Budget


Change Events (Project Level)

OPT-IN BETA PROGRAM: Modernized Change Events Experience (9/30/2021)

Beta  Procore is pleased to announce the beta release of a new opt-in Change Events experience. Users will have the option of switching between the existing experience and the beta experience of the Change Events tool until late October/early November 2021. To learn more, see (Beta) Project Financials: Modernized Experience for Change Events.

Download a PDF Copy of a T&M Ticket from a Change Event 'Description' (04/22/2021)

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.

'Budget Code' Column Now Appears in 'Change Event Line Items' Section of PDF Export (04/15/2021) 

The PDF Export file for an individual change event now lists the 'Budget Code' and 'Description' in the 'Change Even Line Items' section. See Export a Change Event. Now, there is a single 'Budget Code' column that shows the cost code/cost type, instead of two separate 'Cost Code' and 'Cost Type' columns. For details, see What is a budget code?

View All Release Notes: Change Events


Change Orders (Project Level)

'Budget Code' Column Now Appears in 'Change Order Line Item's Section of PDF Export (04/15/2021)

The PDF Export file from the project's Change Orders tool now lists the 'Budget Code' and 'Description' in the 'Change Order Line Items' section. See Export a Change Order to PDF. Now, there is a single 'Budget Code' column that shows the cost code/cost type, instead of two separate 'Cost Code' and 'Cost Type' columns. For details, see What is a budget code?

View All Release Notes: Change Orders


Commitments (Project Level)

Create Custom Fields and Custom Sections for Commitments in the Company Level Admin Tool (10/09/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Commitments 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 to custom fields, Procore has added the ability to create custom sections for the project's Commitments tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a commitment's 'General Information' section. See Create Custom Sections.

new Configurable Fieldsets for Commitments Tool (08/12/2021)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Commitments tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. For a list of fields that are configurable, see Which fields in the Commitments tool can be configured as required, optional, or hidden?

Added 'Budget Code' to Financial Markup for ERP Integrations (07/16/2021)

Procore has started to gradually roll out an updated Financial Markup user interface to Procore customers using the ERP Integrations tool. This added a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs).  To learn about budget codes, see What is a budget code? 

Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment (05/25/2021)

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor SOV to a Commitment and Update a Subcontractor SOV as an Invoice Contact. To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup (05/24/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs).  To learn about budget codes, see What is a budget code? This update does NOT affect Procore customers using Procore with the Company level ERP Integrations tool. 

New Contracts List in the Commitments Tool (04/15/2021)

The new 'Contracts' list has replaced the existing Summary and Detailed tab on the Commitments tool. Users can no longer switch back to the former experience. For details about the new features, see About the Commitments Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.

View All Release Notes: Commitments


Coordination Issues (Project Level)

Search For and Filter Coordination Issues in the Model Web Viewer (09/20/2021)

Procore has added the ability for users to search for and filter coordination issues in the side panel of the Models tool web viewer. This release allows for more efficient design reviews and ensures that project users have easy access to coordination issues while viewing a model in Procore's web application. See Search for and Filter Coordination Issues in the Model Viewer.

Enhanced PDF Reports for Coordination Issues (07/29/2021)

Users can now export PDF reports that include Activity Feed comments, linked items (such as RFIs, Drawings, Observations), recently added fields (Priority, Trade, and Type), and a cover sheet showing the filters used to generate the report. These enhancements give users a more complete and neatly packaged report of the current state of coordination to share with any project stakeholder. See Export a List of Coordination Issues.

web viewer now respects redlines from Navisworks® (06/29/2021)

The web viewer for the Coordination Issues tool in Procore now respects redlines from Navisworks®. See View Coordination Issues.

New Procore Default Fields for Coordination Issues (04/22/2021)

Procore has added 3 new fields to the Coordination Issues tool (Priority, Type, and Trade) that can be used for entering additional information The 'Priority' and 'Type' fields have a fixed set of values, while the 'Trade' field includes any trades currently listed in your organization's Company Settings. See Add a Custom Trade.

The new fields are automatically enabled for the Procore Default fieldset, meaning they will appear on any projects that are not currently using a custom fieldset. If you want to adjust the fields, you can create a new configurable fieldset to apply to projects. See Create New Configurable Fieldsets.
Note: The new fields are not automatically enabled for fieldsets that were previously created. See Edit Configurable Fieldsets if you want to add the new fields to existing fieldsets. 

View Coordination Issues in the Web Viewer of the Models Tool (04/19/2021)

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

Ability to Attach PDFs to New Coordination Issues from Web (03/12/2021)

When creating a new coordination issue in the Procore web application, you can now add PDF files to the Attachments field. See Create a Coordination Issue. This is useful if you want to include visual references for the coordination issue. After adding images or PDFs as attachments, they can be previewed in the viewer for the coordination issue.

Create Configurable Fieldsets for the Coordination Issues Tool (01/19/2021)

Company Admins can now create new configurable fieldsets for the Coordination Issues tool in order to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets.

With the ability to customize fields, you can ensure important information related to coordination issues is entered, and later create custom reports off this customized data. See Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?

View All Release Notes: Coordination Issues


Correspondence (Project Level)

Configure Columns and Sort Correspondence List by Supported Custom Fields (09/07/2021)

Procore has added a feature that allows users to show, hide, or rearrange columns on the project's Correspondence tool. See Customize the Column Display in the Correspondence Tool. Columns from supported custom fields (excluding 'Rich Text (Long)' and 'Read Only Entry' custom fields) can also be shown, hidden, or rearranged. Additionally, columns with data from 'Number', 'Date', 'Checkbox', and 'Plain Text (Short)' custom fields can be used to sort the list of correspondence items. See Search, Sort, and Filter Correspondences. Note that columns for custom fields are hidden by default.

Create New Correspondence Items from Existing RFIs (08/23/2021)

Procore has added a feature that allows users with the appropriate permissions to create new correspondence items directly from an RFI. See Create a Correspondence Item from an RFI. By linking items between the project's Correspondence and RFIs tools, this feature helps improve efficiency and allows for greater traceability.

New 'Responded By' and 'Last Activity' Filters Added to Correspondence Tool (04/07/2021)

Users can now filter a project's list of correspondence items by who added a response to correspondence items with the 'Responded By' filter and by the date the most recent response was added to correspondence items with the 'Last Activity' filter. See Search, Sort, and Filter Correspondences.

Create 'Draft' Correspondence Items from Procore for Outlook Integration (03/17/2021)

Users with the Procore for Outlook integration and the appropriate permissions to create a correspondence item can now create 'Draft' correspondence items from their Outlook emails.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Company level and Project level Reports tools. See Create a Custom Project Report and Create a Custom Company Report.

Users can now create and link a new correspondence item from a response on another correspondence item. The new correspondence item will automatically include the following information from the source correspondence item and its response: the source item number and response number (added to the new item's Subject field), the person who posted the source response (added to the new item's Assignee field), the full details of the source response (added to the new item's Description field), and any attachments that were uploaded in the source response. See Create and Link a New Correspondence Item from a Correspondence Response.

The Correspondence Tool Now Supports Creating Custom Sections at the Company Admin Level (01/28/2021)

The Correspondence tool now supports custom sections that can be created at the company admin level when modifying a fieldset and adding custom fields. A custom section is a separate grouping of 1 or more custom fields. The section name is defined by the user and is respected on web, export PDF and mobile. 

View All Release Notes: Correspondence


Crews (Project Level)

No notable changes.

View All Release Notes: Crews


Daily Log (Project Level)

New Provider for Weather Data in the Daily Log Tool (06/30/2021)

Procore is now using a third-party named Tomorrow.io for populating weather data in the Daily Log tool. Data was previously provided by Dark Sky, which is no longer supported. See Which weather providers are supported by Procore? for more information.

Moved the 'Classifications' Tab to the Project Admin Tool (02/22/2021)  

For Procore projects using the project's Timesheets tool, the 'Timecards' section of the project's Daily Log displays the employee's work classification in the 'Classification' drop-down list of a timecard entry. To improve the experience for users of Procore's Field Productivity tools, Procore has moved the 'Classifications' tab from the Project level Timesheets tool to the Project level Admin tool. Users can continue adding classifications in the Company level Admin tool (see Add a Classification) and now choose which company classifications are available in a project by following the steps in Enable Classifications on a Project.

View All Release Notes: Daily Log


Direct Costs (Project Level)

No notable changes.

View All Release Notes: Direct Costs


Directory (Project Level)

Updated Design For Assigning Project Roles (08/26/2021)

Procore has made minor design improvements to the 'Project Roles' tab of the Project level Directory tool. See Configure the Project Team on the Project Home Page.

View All Release Notes: Directory


Documents (Project Level)

Upload Empty Folders to the Documents Tool (01/11/2021) 

The Documents tool now supports empty folders being uploaded using the drag-and-drop upload method. See Upload Files or Folders to the Project Level Documents Tool. This is useful if you need to create multiple new folders at once, or if you need to create a specific structure of folders for files to be added to. 

View All Release Notes: Documents


Drawings (Project Level)

Visual Changes to the Markup Selection Options (04/23/2021)

Procore has updated the color and design of the markup options that are shown when a markup is selected on a drawing in the Drawings tool. See Mark Up a DrawingLink Items on a Drawing, or Edit Drawing Markups.

Enhanced Zoom In/Out for Drawings Web Viewer (02/25/2021)

Procore has updated the web viewer for the Drawings tool to be smoother and more consistent when zooming in and out of drawings. Zooming in and out will now move at the same speed when using a scroll wheel on a mouse or a trackpad. See View Drawings.

Added 'Set Name' Filter to the Drawings Tool (01/21/2021)

Procore has added the ability to filter the drawings log by sets. You can now select 'Set Name' from the filter drop-down to view drawings by specific drawing sets. See Search for and Filter Drawings.

View All Release Notes: Drawings


Emails (Project Level)

Updated Communication Settings for Inbound Email Address (01/19/2021) 

Procore has updated the communication settings for the Project level Emails tool. Users with 'Admin' level permissions to the project's Emails tool will be able to use the communication settings within the Emails tool to control who is able to send emails to the project's inbound email address, see Send An Inbound Email to the Project's Email Tool

View All Release Notes: Emails


Forms (Project Level)

No notable changes.

View All Release Notes: Forms


Home (Project Level)

No notable changes.

View All Release Notes: Home


Incidents (Project Level)

New 'Custom Field Types' Added to Incidents (08/23/2021)

Company Admin users can now select four (4) new Custom Field Types when creating custom fields in the Incidents tool. See New Field Types Added Across Quality & Safety Tools. New field types include:

  • Company Selector
  • Project Directory Selector (Single Select)
  • Project Directory Selector (Multi-Select)
  • Tool Directory Selector

View All Release Notes: Incidents


Inspections (Project Level)

Linked Drawings Now Available in Inspections on iOS (08/04/2021)

Procore has updated Project level Inspections tool on iOS to show linked drawings. When you markup an inspection on the Drawings tool and publish it, it will be linked as a drawing in that inspection item.

Redesign for PDF Exports of Inspections (02/10/2021)

Procore has updated the design of PDF exports for items from the Project level Inspections tool. See Export Inspections as a PDF or CSV.

View All Release Notes: Inspections


Instructions (Project Level)

No notable changes.

View All Release Notes: Instructions


Invoicing (Project Level)

Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment (05/25/2021) 

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Create a Subcontractor SOV and Add a Subcontractor SOV to a Commitment as an Invoice Contact. To learn how to enable the 'Subcontractor SOV' tab on a purchase order or subcontract, see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool. To learn about budget codes, see What is a budget code?

View All Release Notes: Invoicing


Meetings (Project Level)

Redesign for PDF Exports of Meetings (04/14/2021)

Procore has updated the design of PDF exports for items from the project's Meetings tool. See Export a Meeting as a PDF.

View All Release Notes: Meetings


Models (Project Level)

Additional 'Hide Similar' and 'Isolate' Options Now Available for the Web Viewer (10/14/2021)

Similar to existing functionality on the model viewer on the Procore iOS app, there is now a 'Hide Similar' option when you right-click on any object in the web viewer. In addition, you can now click 'Isolate' in the web viewer to isolate selected objects. See View a Model.

Create Custom Reports For The Models Tool (10/06/2021)

Custom reports for the Models tool can now be created in the Company and Project level Reports tools. These reports will provide a comprehensive list of models that have been published, helping to ensure effective model management and tracking for BIM managers and project stakeholders. See Create a Custom Project Report or Create a Custom Company Report.

Search For and Filter Coordination Issues in the Web Viewer of the Models tool (09/20/2021)

Procore has added the ability for users to search for and filter coordination issues in the side panel of the Models tool web viewer. This release allows for more efficient design reviews and ensures that project users have easy access to coordination issues while viewing a model in Procore's web application. See Search for and Filter Coordination Issues in the Model Viewer.

2D Dynamic Views Feature Now Available on iPhones (08/23/2021)

The 2D Dynamic Views feature that was previously only available for iPads is now available for iPhones. All functionality is the same, with the exception of the Tape Measure feature only being available on iPads. See View Models (iOS).

ENHANCEMENTS TO THE 2D DYNAMIC VIEWS FEATURE FOR MODELS (08/16/2021)

The 2D Dynamic Views feature for the Models tool has been updated with enhanced functionality for the Tape Measure tool, as well as support for blockouts. This release includes the ability to adjust and edit measurements after they have been created, and introduces a magnifying glass to see the precise area you are measuring over. In addition, dynamic measurements now respect blockouts, which can be selected just like model objects. See View Models (iOS).

Cloud Processing for Publishing Models (07/16/2021)

Instead of needing to let model files process in Navisworks® on your computer when publishing a model to Procore, model files will now process on Procore's cloud servers. This means you will no longer need to keep Navisworks open while you wait for your files to finish processing. You can view the status of the file processing in a new Uploads tab in the plugin. See Publish a Model to Procore.

Show or Hide Objects on a Model in the Web Viewer (05/25/2021)

Similar to the functionality of the mobile viewer for the Models tool, Procore has added an 'Objects' feature to the web viewer. This feature allows you to view a file tree of objects from the model file so that you can show or hide specific elements while viewing the model. See View a Model.

Dynamic 2D Views Now Available for the Models Tool on iPads (05/07/2021)

Procore has released a new feature, Dynamic 2D Views, for the Models tool on the Procore app for iPads. See Getting Started Guide for Dynamic 2D Views in the Models Tool. This feature allows field teams to see specific dimensions of objects on a coordinated model with a tap of the screen. Users can quickly zoom in and out to see the centerline or outside dimensions of any objects within the model. See View Models (iOS) and Why aren't my grids aligned in the Models tool?

Being able to examine the dimensions further also helps teams ensure that everything will be installed exactly according to the plan. You can also use the new 'Tape Measure' feature to make additional measurements. See Measure Distances on a Model (iOS). With the Dynamic 2D Views feature allowing you to create elevation drawings directly from the model, you won't need to recreate lift drawings in a different authoring solution. 

View Coordination Issues in the Web Viewer of the Models Tool (04/19/2021)

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

View All Release Notes: Models


Observations (Project Level)

New 'Custom Field Types' Added to Observations (08/23/2021)

Company Admin users can now select three (3) new Custom Field Types when creating custom fields in the Observations tool. See New Field Types Added Across Quality & Safety Tools. New field types include:

  • Company Selector
  • Project Directory Selector (Single Select)
  • Tool Directory Selector

Models and Coordination Issues Origin Type Filters Added to Observations Tool (04/21/2021)

Procore has added Models and Coordination Issues as filter options in the project's Observation tool. Users can now select these Origin Types from the dropdown when filtering from the Observations List page, see Create an Observation.

Redesign for PDF Exports of Observations (02/10/2021)

Procore has updated the design of PDF exports for items from the project's Observations tool. See Export Observations as a PDF or CSV.

Additional Custom Field Types for Observations Tool (01/20/2021)

Users can now select from following field types when creating custom fields for the project's Observations tool: Company, Project Directory User (Single Select), and Tool User (Single Select). See Create New Custom Fields.

View All Release Notes: Observations


Photos (Project Level)

No notable changes.

View All Release Notes: Photos


Prime Contract (Project Level)

Create Custom Fields and Custom Sections for Prime Contracts in the Company Level Admin Tool (10/07/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Prime Contracts 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 to custom fields, Procore has added the ability to create custom sections for the project's Prime Contracts tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a prime contract's 'General Information' section. See Create Custom Sections.

Opt-In Beta Program: Modernized Experience for the Prime Contracts Tool (08/30/2021)

Beta  Procore has started the gradual rollout of a new beta version of the Prime Contracts tool, which will be distributed to Procore customers in the coming weeks. This update modernizes the Prime Contracts experience. It also lays the groundwork for additional enhancements to Prime Contracts in the future.  When this new beta version becomes available in your environment, you will see a blue banner at the top of the Prime Contract page. During the beta phase, you will be able to freely switch between the current experience and the new beta experience. To learn more, see (Beta) Project Financials: Modernized Experience for Prime Contracts.

new Configurable Fieldsets for Prime Contracts Tool (08/12/2021)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Prime Contracts tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. For a list of fields that are configurable, see Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?

ADDED 'BUDGET CODE' TO FINANCIAL MARKUP FOR ERP INTEGRATIONS (07/16/2021) 

Procore has started to gradually roll out an updated Financial Markup user interface to Procore customers using the ERP Integrations tool. This added a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Prime Contract Change Orders (PCCOs).  To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup (05/24/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Prime Contract Change Orders (PCCOs).  To learn about budget codes, see What is a budget code? This update does NOT affect Procore customers using the Company level ERP Integrations tool. 

New Contracts List in the Prime Contracts Tool (04/15/2021)

The new 'Contracts' list has replaced the existing table on the Prime Contracts tool. Users can no longer switch back to the former experience. For details about the new features, see About the Prime Contracts Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.

View All Release Notes: Prime Contract


Punch List (Project Level)

New 'Custom Field Types' Added to punch list (08/23/2021)

Company Admin users can now select five (5) new Custom Field Types when creating custom fields in the Punch List tool. See New Field Types Added Across Quality & Safety Tools. New field types include:

  • Company Selector
  • Project Directory Selector (Single Select)
  • Project Directory Selector (Multi-Select)
  • Read Only Text
  • Tool Directory Selector

View All Release Notes: Punch List


Reports (Project Level)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom project report, see Create a Custom Project Report.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Project level Reports tool. See Create a Custom Project Report.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom project reports created in the Project level Reports tool. See Create a Custom Project Report.

Added 'Lookaheads' Source for Custom Project Schedule Tasks Reports (02/09/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom project reports. See Create a Custom Project Report.

View All Release Notes: Reports


RFIs (Project Level)

Create New Correspondence Items from Existing RFIs (08/23/2021)

Procore has added a feature that allows users with the appropriate permissions to create new correspondence items directly from an RFI. See Create a Correspondence Item from an RFI. By linking items between the project's Correspondence and RFIs tools, this feature helps improve efficiency and allows for greater traceability.

New PDF Export Option to Include RFI Attachments (08/11/2021)

Procore has updated the options available when exporting an individual RFI to now include any or all attachments that were added to the RFI or its responses. If all attachments selected are PDFs, the export can combine the attachments (along with a Procore-generated summary PDF of the RFI) into one PDF file. Alternatively, the attachments (any combination of PDFs and other supported file formats) and the Procore-generated summary PDF can be exported as separate files in a .zip folder. See Export an RFI.

Updates to RFI 'Response Added' Email Configuration (05/11/2021)

Procore has updated the 'Response Added' email configuration in the project's RFIs tool. When 'Response Added' emails are enabled and the Only Show Response to Standard and Read Only Users checkbox is marked (see Configure Advanced Settings: RFIs), an RFI's creator who has 'Standard' level permissions on the tool will receive an email when a response on the RFI is marked 'Official' if the 'Creator' checkbox is marked in the RFI Emails table. Note: Other users with roles on the RFI will not receive an email when a response on the RFI is marked 'Official', even if checkboxes for their roles are marked in the RFI Emails table. See When does the RFIs tool send email notifications?

Redesign for PDF Exports of RFIs (05/11/2021)

Procore has updated the design of PDF exports for items from the project's RFIs tool. See Export an RFI to PDF.

'Sub Job' Added as a Configurable Field on Configurable Fieldsets for RFIs (03/18/2021)

When creating or updating configurable fieldsets for the project's RFIs tool, users with the appropriate permissions on the Company level Admin tool can now choose to make the Sub Job field hidden or visible to users who create an RFI in one or more projects. See Create New Configurable Fieldsets and Which fields in the RFIs tool can be configured as required, optional, or hidden?

Updates to Granular Permission to View Private RFIs Associated to Users within Same Company (03/16/2021)

Procore has updated the existing 'View Private RFIs Associated to Users within Same Company' granular permission. Users with this granular permission enabled on their permissions template can now view 'Draft' RFIs that are marked as 'Private' and are associated to users within their company (including them). See Grant Granular Permissions in a Project Permissions Template and View RFIs.

Columns Added to RFIs List with Supported Custom Fields (03/12/2021)

Users can now show, hide, or rearrange columns on the project's RFIs list with data from custom fields (excluding 'Rich Text (Long)' and 'Read Only Entry' custom fields). Additionally, columns with data from 'Number', 'Date', 'Checkbox', and 'Plain Text (Short)' custom fields can be used to sort the RFIs list. See Search for and Filter RFIs. Note that columns for custom fields are hidden by default. See Customize the Column Display in the RFIs Tool for information about showing, hiding, and rearranging columns in the RFIs list.

Create Custom Fields and Custom Sections for RFIs in the Company Level Admin Tool (02/22/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's RFIs 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 to custom fields, Procore has added the ability to create custom sections for the project's RFIs tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below an RFI's 'General Information' section. See Create Custom Sections.

View All Release Notes: RFIs


Schedule (Project Level)

Lookaheads Change History Added to Schedule tool (10/20/2021)

Procore has updated the Project level Schedule tool to allow users with 'Admin' permissions to view the change history of Lookaheads. Change history helps users better manage Lookaheads by showing when changes have been made and who made the change, see View the Change History of Lookaheads.

Improve viewing of Multiple resource schedule activities on ios (07/027/2021)

Procore has improved the efficiency of finding schedule activities for users on iOS. With the release of latest version of the iOS app, when a schedule activity has multiple resources assigned, and a resource filter is applied containing one of those resources, the schedule activity with multiple resources will show up in the filtered list. 

Lookahead SUBTASKS Inherit Key Data from Fields in Main Task (07/07/2021)

When a user creates a subtask on a lookahead schedule, the subtask will now automatically include data from the 'Resources', 'Company', and 'Assignees' fields (if data exists in those fields on the main task). See Add and Manage Subtasks for a Lookahead Schedule.

sortable lookahead columns (06/16/2021)

Schedule tool users can sort all of columns when viewing a Lookahead schedule on the Project's Schedule tool. Columns can be sorted from high to low or low to high, see View Lookahead Schedules.

ACTIVITY ID AND WBS ADDED AS CONFIGURABLE COLUMNS IN LOOKAHEADS (06/03/2021)

Users now have the flexibility to configure Lookahead columns to show Activity ID and WBS information for newly created Lookahead, see Create a Lookahead Schedule

Configure Gantt Chart Columns in the Project Schedule Tool (05/14/2021)

Users now have the flexibility to configure all columns on the Gantt chart to their liking. Configuring the columns from the configure drop down allows users to dictate what order the columns show on the Gantt chart. Previously, the Task Name column was locked into the the first position, see Configure Columns.

Sortable Columns in Gantt View (02/17/2021)

Columns in the Gantt view on web can now be sorted within Procore. When you click on a column it will sort the values in that column from low to high or from high to low.

Added 'Lookaheads' Source for Custom Company Schedule Tasks Reports (02/16/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom company reports. See Create a Custom Company Report.

New Granular Permissions for the Project Level Schedule Tool (02/11/2021)

Procore has added new granular permissions for the Project level Schedule 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.

Added 'Lookaheads' Source for Custom Project Schedule Tasks Reports (02/09/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom project reports. See Create a Custom Company Report and Create a Custom Project Report.

Procore Lookaheads Feature Now Available in the Schedule Tool (02/09/2021)

Procore has released its new Lookaheads functionality within the project level Schedule tool. This feature allows users to create schedule subtasks based off their integrated master schedule file. Lookaheads operates separate from the master schedule file and modifications to a Lookahead do NOT impact an integrated master schedule. Lookaheads can be created to range from 1-6 weeks. See Create a Lookahead Schedule.

View All Release Notes: Schedule


Specifications (Project Level)

No notable changes.

View All Release Notes: Specifications


Submittals (Project Level)

New and Updated Button and Icon Designs on Submittal Workflow (10/05/2021)

Procore has added a new exclamation point icon to the Submittal Workflow table that appears when a user in the Submittal Workflow no longer has the permissions necessary to respond to the submittal. See View a Submittal. Procore has also made minor design improvements to the existing 'Respond' and 'Open' buttons in addition to the 'Download' and 'Delete' icons in the Submittal Workflow table.

Additional File Types Now Supported in the Submittal Attachment Viewer (09/20/2021)

Procore has added support for additional file types in the attachment viewer in the Submittals tool, including additional document files, audio files, and video files. See View Submittal Attachments and What file types and formats are supported in the attachment viewer in the Submittals tool?

Redesign for Submittal Image Attachment Viewer (05/17/2021)

Procore has updated the design of the image attachment viewer in the project's Submittals tool. See View Submittal Attachments.

Redesign for PDF Exports of Submittals and Submittal Packages (05/11/2021)

Procore has updated the design of PDF exports for submittals and submittal packages from the project's Submittals tool. See Export a Submittal and Export a Submittal Package.

Columns Added to Submittals List with Supported Custom Fields (05/03/2021)

Users can now show, hide, or rearrange columns on the project's submittals list with data from custom fields (excluding 'Rich Text (Long)' and 'Read Only Entry' custom fields). Additionally, columns with data from 'Number', 'Date', 'Checkbox', and 'Plain Text (Short)' custom fields can be used to sort the submittals list. See Search for and Filter Submittals. Note that columns for custom fields are hidden by default. See Customize the Column Display in the Submittals Tool for information about showing, hiding, and rearranging columns in the submittals list.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom company or project reports created in the Company level or Project level Reports tools. See Create a Custom Company Report and Create a Custom Project Report.

Add Markups and Personal Stamps to Submittal PDF Attachments in Procore (02/09/2021)

Procore has released updates to the PDF viewer in the project's Submittals tool that allow users who have the current Ball In Court responsibility for a submittal to add markups to the submittal's PDF attachments in the Procore web application. See Review Submittal PDF Attachments. Users can also upload one or more personal stamps that can be used in addition to the markup tools provided by Procore. See Manage Personal Submittal Markup Stamps.

New Submittal Configuration Setting for Submittal Attachments Sent in Procore Emails (02/09/2021)

Procore has added a configuration setting in the project's Submittals tool to allow submittal attachments (added in the submittal's General Information or in a workflow step) sent in Procore emails to be downloaded without requiring email recipients to log in to Procore. If the setting is configured to allow recipients to download the attachments without logging in to Procore, the submittal attachment download links will expire after 14 days from the notification email's sent date. See Configure Settings: Submittals Tool.

View All Release Notes: Submittals


Tasks (Project Level)

No notable changes.

View All Release Notes: Tasks


Timesheets (Project Level)

New Configurable Fieldsets for Timesheets and My Time Tools (7/12/2021)

Your company's Procore Administrator now has the ability to create configurable fieldsets for the Timesheets and My Time tools. This new feature enables your company to define which fields are Required, Optional, or Hidden in these tools. In addition, you can also configure unique settings for each tool (in the past, these tools were required to share the same settings). For details, see Admin: New Configurable Fieldsets for the Timesheets and My Time Tools

Multi-Tier Approval for Timekeeping Now Supported in Mobile Apps (03/29/2021)

Procore has updated the multi-tier approval feature for timekeeping by expanding the process to support approvals on Procore's mobile apps. Now, mobile users who have been granted 'Read Only' or 'Standard' level permissions on the Project level Timesheets tool with the 'Review & Edit Timesheets' granular permission on the project permission template can create new timesheets in the 'Pending' status and change the status of a timesheet to 'Reviewed' in the Project level Timesheets tool. They can also change the status from 'Pending' to 'Reviewed' on project timesheets that they have permission to view using the Company level Timesheets tool. For details, see Review a Timesheet (Android) and Review a Timesheet (iOS). 'Admin' users can also now Approve a Timesheet (Android) and Approve a Timesheet (iOS)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom report, see Create a Custom Company Report and Create a Custom Project Report.

Enhanced the 'Review & Edit Timesheets' Granular Permission (03/24/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets ToolEdit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Moved the 'Classifications' Tab to the Project Admin Tool (02/22/2021) 

Procore has moved the settings in the 'Classifications' tab of the Timesheets tool to a new 'Classifications' tab in the Project level Admin tool. Users can now also configure which classifications are available for use with Procore's project timekeeping tools. To learn more, see Field Productivity: Enable Classifications on a Project.

New Multi-Tier Approval for Timekeeping (02/10/2021)

Procore has updated the Timesheets tools to support multi-tier approval. You'll see the new 'Reviewed' status in the Project level Timesheets tools and a 'Completed' status in the Company level Timesheets tool. This provides your team with improved visibility into timecard entries on a project and also ensures greater accuracy to help ensure that timecard entry mistakes are caught earlier in the review process. We've also updated the permissions templates feature to include a new 'Review & Edit Timesheets' granular permission for the Project level Timesheets tool. You'll also see a new 'Date' column for individual timecard entries. To learn more, see Timesheets: Multi-Tier Approval for Timekeeping.

Zero-Hour Entry in Timesheets Now Also Supported in the My Time App (01/12/2021)

The My Time tool in the Procore for Mobile apps now supports zero (0) hour time entries. This new capability is similar to the functionality that currently exists in the Timesheets tool and provides your team with the flexibility it needs to enter time off and per diem.

View All Release Notes: Timesheets


T&M Tickets (Project Level)

Configuration Settings for T&M Tickets Email Notifications (09/15/2021)

Procore updated the Project level T&M Tickets tool to give users with 'Admin' level permissions the ability to sent and recieve notifications when a T&M Ticket has been signed by a company and when a ticket has been closed. Procore also added a Status column to the T&M Email configuration settings to indicate the status for each action, see Configure Advanced Settings: T&M Tickets.

Remove Associated change event from a T&M ticket (09/08/2021)

Procore has updated the project level T&M Tickets tool to allow users to remove an associated change event from a T&M Ticket. See Remove a Change Event Associated with a T&M Ticket.

Adds new worker on a t&m ticket (08/05/2021)

Procore is updating the project level T&M Tickets tool to respect the directory 'Create Contacts' granular permission that gives users the ability to add new workers on T&M Tickets and Crews, see Add New Workers on a T&M Ticket and Add Worker in Crews. This update allows users to add workers who have not been added to the project directory to a T&M Ticket. Users will also be able to add workers to new or existing tickets.

Configure 'Performed on Date' and 'Employee' Fields (07/08/2021)

To provide your field team(s) with greater flexibility to capture data over multiple days, Procore has enhanced the Project level T&M Tickets tool to provide users with the ability to configure the 'Performed on Date'. We've also simplified data-entry for your Foremen, by giving your team the option to hide the 'Employee' field in your T&M tickets. To learn more, see T&M Tickets: Configure 'Performed On Date' and 'Employee' Fields.

New Subcontractor Section in the Project T&M Tickets Tool (05/18/2021)

Procore has updated the Project level T&M Tickets tool with a new ‘Subcontractor’ section that can be turned ON or OFF in the Company level Admin tool. This new section provides your field teams with the ability to record any work performed on your behalf by your sub-tier subcontractors. It lets you attach any relevant backup documentation to your T&M ticket--ensuring that your clients can easily verify the work and you can seamlessly transfer this information to a change event. See Create a Change Event from a T&M Ticket. The only requirement is that the subcontractor you select must have a company record in the Project level Directory tool (see Add a Company to the Project Directory). 

Download a PDF Copy of a T&M Ticket from a Change Event 'Description' (04/22/2021)

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.

New Connected Change Management Workflows (03/15/2021)

Procore has updated the Bulk Actions menu in the project's T&M tickets tool to provide you with the ability to add T&M tickets to a new or existing change event. Line item entries to selected T&M tickets can now be added to a change event, streamlining how you generate change orders to get paid for work performed. See Create a Change Event from a T&M Ticket and Add a T&M Ticket to a Change Event.

Moved the 'Classifications' Tab to the Project Admin Tool (02/22/2021)  

For users who set up and assign classifications to employees and workers for use with the T&M Tickets tool, Procore has moved the settings in the 'Classifications' tab of the Timesheets tool to a new 'Classifications' tab in the Project level Admin tool. Users can now also configure which classifications are available for use with Procore's project timekeeping tools. To learn more, see Field Productivity: Enable Classifications on a Project.

T&M Tickets added to Procore Search (01/26/2021)

Procore has updated its Procore Search feature to include the T&M Tickets tool. For more information, see Which project tools support Procore Search? and What information is searchable using Procore Search?

View All Release Notes: T&M Tickets


Transmittals (Project Level)

Redesign for PDF Exports of Transmittals (10/06/2021)

Procore has updated the design of PDF exports for items from the project's Transmittals tool. See Export a Transmittal Letter to PDF.

View All Release Notes: Transmittals


Integrations

Azure AD SSO

No notable changes.

View All Release Notes: Azure AD SSO


DocuSign

No notable changes.

View All Release Notes: DocuSign


OneLogin SSO

No notable changes.

View All Release Notes: OneLogin SSO


Okta SSO

No notable changes.

View All Release Notes: Okta SSO


Procore Analytics

Procore Analytics Q3 2021 Release (09/30/2021)

The Procore Analytics release for Q3 of 2021 has been announced. See Procore Analytics: Q3 2021 Releases for more information.

Procore Analytics Q2 2021 Release (06/23/2021)

The Procore Analytics release for Q2 of 2021 has been announced. See Procore Analytics: Q2 2021 Releases for more information.

Procore Analytics Q1 2021 Release (03/30/2021)

The Procore Analytics release for Q1 of 2021 has been announced. See Procore Analytics: Q1 2021 Releases for more information.

View All Release Notes: Procore Analytics


Procore Data Extract

New SQL Views for Procore's Commitments Tool (09/21/2021)

  • Added: New SQL view called vwWorkOrderContractCustomField that reports on subcontract custom field data for the project's Commitments tool in the following columns:
    • WorkOrderContract_ID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id
  • Added: New SQL view called vwPurchaseOrderContractCustomField that reports on purchase order custom field data for the project's Commitments tool in the following columns:
    • PurchaseOrderContractID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Reportable Fields from Procore's Commitments Tool (09/21/2021)

  • Added: New reportable field in the WorkOrderContract and PurchaseOrderContract tables based on user-defined custom fields for the project's Commitments tool:
    • custom_fields_v2
 Important
custom_fields has been migrated to a new field. Any of your company's custom Procore Analytics reports using custom_fields with data from Procore's Commitments tool need to be updated. See the Purchase Orders and Subcontracts fieldset information in Update Custom Procore Analytics Reports Using Legacy Custom Fields.

New SQL View for Procore's Prime Contracts Tool (09/21/2021)

  • Added: New SQL view called vwPrimeContractCustomField that reports on custom field data for the project's Prime Contracts tool in the following columns:
    • PrimeContract_ID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Reportable Field from Procore's Prime Contracts Tool (09/21/2021)

  • To Be Added: New reportable field in the PrimeContract table based on user-defined custom fields for the project's Prime Contracts tool:
    • custom_fields_v2
 Important
custom_fields has been migrated to a new field. Any of your company's custom Procore Analytics reports using custom_fields with data from Procore's Prime Contracts tool need to be updated. See the Prime Contracts fieldset information in Update Custom Procore Analytics Reports Using Legacy Custom Fields.

New Reportable Fields from Procore's Inspections Tool (08/19/2021)

  • Added: New reportable fields in the Checklist table:
    • closed_by_id
    • closed_by_name
    • closed_by_login

New Reportable Fields from Procore's Admin Tool (08/13/2021)

  • Added: New reportable field in the Project table based on user-defined custom fields for the 'Project' fieldset:
    • custom_fields_v2
 Important

Project.custom_fields has been migrated to a new field. Any of your company's custom Procore Analytics reports using Project.custom_fields need to be updated. See Update Custom Procore Analytics Reports Using 'Project' Custom Fields.

New SQL View for Procore's Admin Tool (08/13/2021)

  • Added: New SQL view called vwProjectCustomField that reports on custom field data for the 'Project' fieldset:
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Table and Reportable Fields from Procore's Invoicing Tool (08/06/2021)

  • Added: New table called DrawRequestLineItem and reportable fields that report on schedule of value data for subcontractor invoices:
    • id
    • amount
    • company_id
    • company_name
    • cost_code_id
    • cost_code_biller
    • cost_code_biller_id
    • cost_code_biller_type
    • cost_code_code
    • cost_code_created_at
    • cost_code_deleted_at
    • cost_code_full_code
    • cost_code_name
    • cost_code_origin_data
    • cost_code_origin_id
    • cost_code_parent_id
    • cost_code_position
    • cost_code_sortable_code
    • cost_code_updated_at
    • created_at
    • description
    • extended_type
    • holder_id
    • holder_type
    • line_item_type_id
    • line_item_type_name
    • line_item_type_code
    • line_item_type_base_type
    • origin_data
    • origin_id
    • position
    • quantity
    • total_amount
    • unit_cost
    • uom
    • updated_at
    • infoJson
    • DirectCostID
    • ProjectID
    • DateUpdated

New Reportable Fields from Procore's Timecard Tool (07/23/2021)

  • Added: New reportable fields in the TimeCardEntry table:
    • CompanyID
    • daily_log_header_id
    • line_item_type_id
    • signed
    • timecard_status
    • location_full_name
    • classification_id
    • classification_name
    • classification_abbreviation

New Reportable Field from Procore's RFIs Tool (06/30/2021)

  • Added: New reportable fields in the RFI table:
    • prefix
    • full_number

New Reportable Field from Procore's RFIs Tool (06/04/2021)

  • Added: New reportable field in the RFI table based on user-defined custom fields for the project's RFIs tool:
    • custom_fields

New SQL View for Procore's RFIs Tool (06/04/2021)

  • Added: New SQL view called vwRFICustomField that reports on custom field data for the project's RFIs tool in the following columns:
    • RFIID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Reportable Fields from Procore's Submittals Tool (03/03/2021)

  • Added: New reportable fields in the Submittal table:
    • actual_delivery_date
    • CompanyID
    • confirmed_delivery_date
    • custom_textarea_1
    • custom_textfield_1
    • description
    • design_team_review_time
    • internal_review_time
    • lead_time
    • required_on_site_date
    • cost_code_id
    • cost_code_name
    • location_created_at
    • location_updated_at
    • task_id
    • task_name
    • task_key
    • status_id
    • open_date
  • Added: New reportable field in the SubmittalBallInCourt table:
    • CompanyID
  • Added: New reportable fields in the SubmittalApprover table:
    • CompanyID
    • approval_sequence_number
    • approver_days_to_respond
    • created_at
    • updated_at
    • response_required

New Reportable Field from Procore's Correspondence Tool (02/17/2021)

  • Added: New reportable field in the Correspondence table based on user-defined custom fields for the project's Correspondence tool:
    • custom_fields

New SQL View for Procore's Correspondence Tool (02/17/2021)

  • Added: New SQL view called vwCorrespondenceCustomField that reports on custom field data for the project's Correspondence tool in the following columns:
    • CorrespondenceID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

View All Release Notes: Procore Data Extract


Procore-Initiated SSO

No notable changes.

View All Release Notes: Procore-Initiated SSO


Project Financials + Acumatica Cloud ERP Connector

New! Project Financials + Acumatica Cloud ERP Connector (10/12/2021)

Simplify commitment and invoice processing, and access the most up-to-date cost data with the new Project Financials + Acumatica Cloud ERP 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 + Acumatica Cloud ERP or visit the Acumatica Cloud ERP page on Procore's App Marketplace.

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


Project Financials + MRI Platform X® Connector

New! Project Financials + MRI Platform X® Connector (10/14/2021) 

Access uninterrupted workflow for commitment and invoice processing, along with improved reporting with the new Project Financials + MRI Platform X® 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 + MRI Platform X® or visit the MRI Platform X® page on Procore's App Marketplace. 

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


 

Project Financials + Sage Intacct® Connector

New! Project Financials + Sage Intacct® Connector (08/31/2021)

Access uninterrupted workflow for commitment and invoice processing, along with improved reporting with the new Project Financials + Sage Intacct® 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 + Sage Intacct® or visit the Sage Intacct® on Procore's App Marketplace. 

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


Project Financials + Yardi Voyager® Connector

New! Project Financials + Yardi Voyager® Connector (07/01/2021)

Access uninterrupted workflow for commitment and invoice processing, along with improved reporting with the new Project Financials + Yardi Voyager® 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 + Yardi Voyager® or visit the Yardi Voyager® page on Procore's App Marketplace. 

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

Edit Prime Contract SOV with Sage 300 CRE® (05/28/2021)

Companies integrated with Sage 300 CRE® now have the ability to edit SOV items  after a prime contract is imported from Sage 300 CRE®. Once the prime contract is imported into Procore, users now have the ability to add and edit budget codes and descriptions allowing companies to fully utilize the features of Procore Financials tools. These updates can be made from the Prime Contracts tool under the  Schedule of Values tab.

View All Release Notes:  Sage 300 CRE®


Viewpoint® Vista™ Integration by Ryvit

When a Commitment Change Order (CCO) in a Procore project is synced with Viewpoint® Vista™ using the Integration by Ryvit, 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.

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


Platform

Platform

Updated Naming Convention for Single Item PDF and DocX File Exports and Emails (01/28/2021)

Procore has updated the naming convention for single item PDF and DocX files exported and emailed from Procore. The new standard naming convention for these files is: [Item Number]-[Item Name]-[Download Date] for Company level files and [Project ID]-[Project Name]-[Item Number]-[Item Name]-[Download Date] for Project level files.

View All Release Notes: Platform


Procore Search

Recently Viewed Searches for Procore Search  (04/12/2021)

Procore Search now displays your 5 most recently viewed items from search results to help you find what you are looking for faster. See Search for Items Within a Project Using Procore Search. An item is categorized as recently viewed when the item has been clicked on from the Results page.

Spell Check Added to Procore Search  (02/17/2021)

Procore Search now includes a spell checker for entered search terms. See Search for Items Within a Project Using Procore Search. If the spell checker detects a typo in the search term, it will automatically run the search query with the suggested spelling instead. If the term was not a typo, you can override and rerun the search query by clicking on your original search term.

Procore Search Now Available for the T&M Tickets Tool  (01/26/2021)

Procore Search can now be used to search information across the T&M Tickets tool from anywhere in the project. See What information is searchable using Procore Search? and Search for Items Within a Project Using Procore Search.

View All Release Notes: Procore Search