Changes by Tool

Improved Experience when Editing Configurable Fieldsets (11/13/2024) 

Procore has improved the Fieldset edit page across all tools supporting fieldsets, providing better context and visibility for how to take actions when creating or editing fieldset. See Create New Configurable Fieldset or Edit Configurable Fieldsets.

Custom Field Count Banner (09/12/2024)

Fieldsets now show a blue banner at the top of the fieldset indicating how many custom fields are available to use. If you add the maximum amount of custom fields, the banner turns yellow. As you add fields, the count will go up. Note: Different tools allow for different numbers of custom fields. See Create a New Configurable Fieldset.

references update to action plans (09/03/2024)

When creating an Action Plan template at the company level, the references action button is now "Add Document". This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create a Company Level Action Plan Template. 

Updates to Creating Configurable Fieldsets (08/21/2024)

You can now use a single button to create configurable fieldsets for all field types for a Procore tool. See Create New Configurable Fieldsets and Create Project Fieldset.

CONFIGURABLE ESTIMATING VIEWS (07/24/2024) 

Configurable estimate table view templates can now be created in the Bid Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Bid Board.

ESTIMATING CONCURRENT USER ACCESS (07/24/2024)

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

PRICE PER SQ FT AMOUNTS ADDED TO Estimate SUMMARY (06/17/2024) 

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

UPDATE EXISTING CHANGE EVENTS USING ESTIMATE CHANGE ORDERS (06/17/2024) 

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating change order. This feature will offer users greater flexibility in the change management process as estimating change orders can now be used to create and update existing change events. See  Send a Change Order to the Change Events Tool.

NOTES COLUMN ADDED TO ESTIMATE TABLE (06/04/2024) 

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

ESTIMATE TABLE VIEW CONFIGURATION (05/28/2024) 

When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.

TOGGLE ROUNDING FOR QUANTITIES USING 'EA' UNIT OF MEASURE (05/13/2024) 

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

View Notes and Summary in the Side Panel (05/07/2024)

You can now opt to view an estimate's notes and summary in a side panel, so you can see the estimate, notes, and summary at the same time. See View an Estimate.

Single Select Custom Fields Available for Bid Board (03/28/2024)

Single-select fields added to the 'Admin (Project Level)' fieldset are now shown on the Bid Board. Information in the field carries over when a project is moved from the Bid Board to the Portfolio tool. See What are custom fields and which Procore tools support them?

Subparts Displayed when Exporting an Estimate to Excel (02/23/2024)

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is $0. If an assembly price is overridden, the assembly price is shown, but the subparts show as $0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

Regional Display for Date and Time (01/16/2024)

The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.

ERP COST CODES AVAILABLE IN THE COST CATALOG (12/01/2023) 

ERP Cost Codes can now be added to the Cost Catalog for ERP-integrated companies. When using the Cost Catalog, you ERP codes can be applied across all projects using the Estimating, Bid Board, and Portfolio Planning tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalog.

View Cover and Appendix Pages for Bid Proposals (11/30/2023)

When looking at a bid proposal on the bid tab, you can preview the cover page or appendix page by clicking the open in new tab  icon. See Generate a Bid Proposal.

Edit Cost Item Description In Line (11/27/2023)

Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.

Bulk Reset Estimate Quantities (11/20/2023)

If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.

Move Takeoff Layers to a New Group (11/16/2023)

You can move takeoff layers to a new group. See Manage Takeoffs.

Updated Cost Code and Cost Type Settings (11/14/2023)

Cost codes and cost types can now be configured for the Bid Board and Portfolio Planning tools with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Bid Board Settings.

New Search Functionality in Filters (11/09/2023)

When using filters on the Bid Board and Portfolio Planning tools, you can now type into the filter field to easily find the option you want to filter by. See Search for and Filter Projects on the Bid Board.

Permanently Delete Projects (11/09/2023)

You can now permanently delete projects on the Bid Board and Portfolio Planning tools at any time. Previously, deleted projects would be archived for 30 days before they were deleted permanently. See Delete a Project in the Bid Board.

New Bulk Takeoff Actions (11/08/2023)

Procore has updated the bulk functions to expand or collapse takeoff groups, and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.

ERP Cost Codes added to bid board tool (10/10/2023)

ERP cost codes are now available for use in the Bid Board and Porftolio Planning tools when adding estimates. This new feature applies to all ERP connectors. See Add an Estimate.

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

The Bid Board and Porftolio Planning tools have been revised to make the language more accessible for the owner audience. When applied to your company's Procore account, the owner point-of-view dictionary changes the labels and names of particular tools and objects in the user interface. For example, owners will now see Portfolio Planning as the tool name instead of Bid Board. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

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

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

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

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

ERP Cost Codes Available in the Cost Catalog (12/01/2023)

ERP Cost Codes can now be added to the Cost Catalog for ERP-integrated companies. When using the Cost Catalog, you ERP codes can be applied across all projects using the Estimating and Bid Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalog.

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

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

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

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

Retry or Cancel when Merging Companies (02/15/2024)

Users merging companies can now cancel the merge, or retry the merge if they get an error. See Merge Companies.

New 'Additional Insured' Field for Companies (02/14/2024)

When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Insurance to a Company Record in the Company Directory.

unit based prime contracts (10/16/2024)

You now have a new ERP setting that allows you to designate the accounting method for your prime contracts as either Unit-based or Amount-based before importing to Procore. You can enable this ERP setting today and start using the functionality without the need to contact support. See Import a Prime Contract from an Integrated ERP System into Procore.

ERP Project Linking (06/25/2024)

You can now link a new ERP project to an existing project in Procore. When importing a new ERP project, you will now see a dropdown list of existing, eligible Procore projects you can link to. To learn more, see Link ERP Projects to Existing Procore Projects.

Grant Accounting approver Privileges (02/28/2024)

Accounting approvers who also have Admin level permissions on the Company level Directory tool can now grant accounting approver privileges to other users by editing a user's Company level Directory record. This feature is automatically available in ERP-integrated company accounts, and does not require additional steps to enable. To learn more, see Grant Accounting Approver Privileges.

Override subcontractor invoice number before sending To erp (02/02/2024)

Procore's ERP integrations now offer the ability to override the subcontractor invoice number before sending an invoice to the ERP integration. This will ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system. 

assign buDget codes to commitment sov line items at any time BEFORE sending commitments to erp (09/18/2023)

Procore's ERP integrations now offer the ability to save commitment schedule of value (SOV) line items without assigned budget codes when building your commitment SOV. Previously, the contract's SOV could not be saved unless a budget code was assigned to each line item. Budget codes must still be assigned before sending the commitment to your ERP system. This feature offers increased flexibility in the creation of a commitment's SOV.

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

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

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

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

Improved inspections template management (11/15/2024)

Procore has streamlined the management of Company level inspection templates, allowing admins to associate templates with multiple projects simultaneously. This also allows you to now easily view which projects have a company level inspection template. To learn more, see Assign a Company Level Inspection Template to a Project.

View Which Templates Require Photos and Observations (10/23/2024)

When viewing the list of Inspection templates, two new columns show which templates require observations and photos, and for how many items. This gives you additional visibility into how your templates are configured. See Create a Company Level Inspection Template.

INSPECTIONS FIELD ACCOUNTABILITY VALUE RELEASE (07/15/2024)

You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as attachments on company level templates, and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability. See Create a Company Level Inspection Template.

change history now available for permission templates (03/18/2024) 

Procore has released the ability to view the change history of Project and Company level permission templates. This change history will show changes that occurred both before release of this feature, as well as future changes. To learn more, see View the Change History of a Permission Template.

New release: 360 Reporting (11/12/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success, and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

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

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

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

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

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

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

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

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

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

Weekly Summary for Company Timesheets (09/03/2024) 

When reviewing timesheets, you can see a detailed view of the time entered for employees, as well as daily and weekly hours for the employee across all projects in the new weekly summarized view. The new weekly summary view helps you more easily review timesheets, identify missing or duplicate records, and approve timesheets. See View Timecard Summaries in Company Level Timesheets.

Intuitive Start & Stop Times for Split Time Entry (11/07/2023)

When you split a time entry in the Company level Timesheets tool, an additional timecard entry is automatically created with the remaining hours of the original timecard. You can continue to add entries to match the work performed as long as the Total Time of the original timecard entry remains the same. See Reallocate Timecard Entry Hours for an Employee.

Employee ID Column and Filter (10/10/2023)

Procore has added an Employee ID column and filter to Company level Timesheets. You can choose to show or hide the column. With the Employee ID field, you can more easily select the correct employee if there are employees with the same name. Additionally, you can filter by 'Employee ID' and select 'None' to identify if there are employees that need an employee ID added to match your payroll solution. See Customize the Column Display in the Company Level Timesheets Tool.

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

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

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

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

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

New Connection with the Project Directory (10/14/2024)

Users who are given workforce assignments using the new Assignment and Request modal are automatically added to the project in the Procore Directory. See Create an Assignment.

New Assignment and Request Modal (10/11/2024)

A new modal is available when creating or editing requests in the New Assignments Gantt, or when you assignments and requests for new projects. See Create a Request, Create an Assignment, Edit a Request, and Edit an Assignment.

New Layout for the Project List (09/05/2024)

The Project List page has an updated layout. The new layout is faster and requires fewer clicks to take action. See the 'Manage Projects' section in Workforce Planning User Guide.

Create a Labor Plan (07/11/2024)

Creating a labor plan helps to visualize you labor and forecasting needs, and allows you to simplify project setup by bulk creating workforce requests. You can create a labor plan from the Project Details and Assignments Gantt. After you have created your labor plan and filled your workforce requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt. See Create a Labor Plan.

Support for Tags from System of Record (06/05/2024)

Tags for people and projects are supported when passing data from your system of record to Workforce Planning. See Workforce Planning Data Mapping.

Read Receipts for Messages sent in Workforce Planning (06/03/2024)

Read receipts are available for messages sent to an individual in Workforce Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LaborChart mobile app. See View Read Receipts for Messages.

Faster Project Sync for Workforce Planning(05/30/2024)

For companies that have Workforce Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Workforce Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?

Faster People Sync for workforce Planning (05/28/2024)

When you make updates in the People List in the Workforce Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?

New Layout for Time Off List (05/06/2024)

The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action, and includes improved sorting and filtering. See the 'Time Off' section in Workforce Planning User Guide.

New Side-by-Side Layout on the Assignment Boards (04/30/2024)

You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.

Custom Fields on the Totals Page (04/04/2024)

You can now filter by custom fields on for people on the Totals Dashboard. This change gives you greater flexibility when viewing your assignments and requests on the Totals Dashboard. See Search and Filter the Totals Dashboard.

View Synced People and Projects (02/28/2024)

On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and Configure View for the Projects List.

Shift Project Dates for a Future Project (02/01/2024)

Workforce Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates for a Future Project.

Filter the Totals Dashboard by Job Title (11/30/2023)

The Job Title filter has been added to the totals page, allowing you to see totals by job title. See Search and Filter the Totals Dashboard.

View Time Off in the Totals Dashboard (11/28/2023)

You can now view Time Off in the Totals Dashboard in the 1-8 week views. See View the Totals Dashboard.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

references update to action plans (09/03/2024)

When creating an Action Plan, the references section now has two action buttons: "Add Document" and "Add Procore Item." This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create an Action Plan. 

New Templates for action plans (01/29/2024)

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Updates to Requested Record File Selector (01/16/2024)

When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings, and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.

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

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

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

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

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

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

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

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

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

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

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

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

Add Meetings as Records (04/06/2023)

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

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

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

Filter Action Plan Items (03/08/2023)

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

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

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

Item Level Status (02/13/2023)

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

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

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

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

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

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

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

New Heat Map Data for Locations (11/14/2024)

The locations heat map can now reflect total items in a location, or all open items in a location. The heat map and legend are dynamic and update based on the filters you select. See View Locations Heat Map and Filter Locations.

Quickly Edit Location Boundaries (11/14/2024)

When updating boundaries for locations generated from drawings, you can now click on the location or its boundary on the map to edit it. Move the boundary to the desired position and press ENTER to save. See Edit Locations.

New Warning when Generating Locations from Non Architectural Floor Plans (11/14/2024)

Procore recommends only extracting locations from Architectural floor plans. If you try to generate Locations from non-Architectural floor plans, a warning will appear and you will be prompted to deselect the non-Architectural floor plans to ensure accurate locations are generated. See Generate Locations from Drawings and Add Tiered Locations to a Project.

Persistent Locations View (10/22/2024)

When viewing your project's locations, your view—including the drawing sheet or revision, location selected, date range, project items, and heat map—are now automatically saved. This ensures you can easily return to the Locations Manager and continue from where you left off. See Filter Locations.

NEW locations experience (08/01/2024) 

A new Locations experience is now in phased release and will gradually become available to all accounts over the coming weeks. This new experience is designed to leverage the latest AI technology to automatically create a tiered list of locations based on your project's architectural drawings. To learn more about the new Locations experience, see About Locations.

Invite Canadian Businesses on the Procore Construction Network to Bid (07/31/2024)

Users can invite Canadian businesses to bid on their projects using the Bidding tool. See Add Bidders from the Procore Construction Network to a Bid Form.

Bid Form Name Auto Suggestion (05/31/2024)

When creating or editing bid forms, you will be given name suggestions based on your company's configured trades and cost codes. If trades have not been configured for your company, a list of industry standard trades will be generated instead. Clicking on the suggested name will add it to the text field automatically. You may also choose to ignore name suggestions and use your own name. See Create a Bid Form.

blind Bidding Controls (05/15/2024)

You can now assign a Blind Bidding Manager to a bid package with blind bidding enabled. The Blind Bidding Manager will have the option to show and hide submitted bids inside of a bid package. They will also receive an email notification upon the creation of a bid package. Actions associated with blind bidding are also recorded in the change history of the bid package. These include: Blind bidding being turned on or off, and blind bidding managers being assigned, removed or replaced. See Show or Hide Blind Bids on a Bid Package.

Import Sections on Bid Forms (03/22/2024)

You can now import sections when importing bid forms to Procore. Sections are also useful if you want to send one bid form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Bid Forms to the Bidding Tool.

Copy a bid Package (03/18/2024)

After you create a new bid package, you can copy bid forms from previous bid packages to the new one. You can choose which bid forms to copy, and if you want to copy both bidders and line items to the new bid package. See Copy Bid Forms from a Previous Bid Package.

Note: This feature is only available for bid packages created after this date. 

Trade Filter (03/14/2024)

Two new filters are available for you to filter bid forms. You can now filter bid forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Bid Form.

Bid Form Sections (02/01/2024)

In projects using Bid Management Enhanced Experience, you can now add sections to bid forms. See Create a Bid Form. 

Sections provide greater flexibility and better organization for line items. Sections are also useful if you want to send one bid form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for bid packages created after this date. 

Search Bidders on a Bid Package (01/16/2024)

For projects using Bid Management Enhanced Experience, a search bar has been added to the Bidding tab of bid packages so that you can quickly find specific bidders on your bid list. You can search by company name or bid recipient name, and partial searches are supported. See Filter and Sort Bidding Information. 

Invite Paying Procore Customers to Bid Using the Procore Construction Network (12/04/2023)

In projects using the new Bid Management experience, you can now invite paying Procore companies to bid, giving you access to even broader collaborator network. See Add Bidders from the Procore Construction Network to a Bid Form.

Flexible Response types for Bid Forms (10/09/2023)

Instead of being restricted to one accounting method for an entire bid package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on bid forms. See Create a Bid Form. 

As part of this release, new projects using Bid Management Enhanced Experience no longer have separate accounting method settings for bid packages. See How do I set the accounting method for bids?

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

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

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

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

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

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

Bid Management Enhanced Experience (03/27/2023)

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

CONFIGURABLE RED TEXT ON BUDGET LINE ITEMS (11/11/2024)

With this release, a new setting is introduced that allows users to control whether budget line items appear in red when any of their values are negative. This feature provides flexibility for users who prefer not to have line items highlighted in red. When the setting is turned ON, negative values will be displayed in red text on both the budget and PDF, as is currently the case. When the setting is turned OFF, all text will appear in black, except for hyperlinks, regardless of negative values.

View Labor Productivity Tracking with Flexible Work Breakdown Structure (06/17/2024)

You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report  at the right level of granularity, for an enhanced real time labor productivity cost Budget View. See Field Productivity and Project Financials: Setup Guide.

New Configuration Setting for Automatic Change Event Creation (05/13/2024)

A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.

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

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

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

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

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

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

Coordination Issues Available In The Documents Plugin for Autodesk® (05/07/2024)

You can now view and manage coordination issues in Revit® when using the Documents Plugin for Autodesk®. Some of the actions you can perform include opening coordination issues in Revit®, making updates, adding comments, and clicking issues to see their locations within the model. See Getting Started Guide: Documents Plugin for Autodesk®

Import coordination issues from a bcf file (01/17/2024) 

Procore has added a new import feature to the Coordination Issues tool that allows you to create coordination issues directly from a BCF file. See Import Coordination Issues from a BCF File. If you use the Models tool on the project, you can choose to associate the issues with a specific model for easy reference. 

'non-editable' setting for open and closed Correspondence items (11/13/2024)

Procore's new 'non-editable' option enhances correspondence integrity by disabling editing for correspondence items that are no longer in Draft status. This ensures a stable record of the information all parties received and responded to in the Correspondence tool. Even Admins cannot edit correspondence items that have been created and issued when 'non-editable' is turned on at the company level. However, users can still respond to correspondence items and link related items. Work with your Procore point of contact to enable this functionality for your account, and see Edit a Correspondence Item for more information. 

new Correspondence notification options for removing users and Editing ITEMs  (09/12/2024)

To improve transparency and data integrity, the Correspondence tool has two new notification options: 1) "Item Updated" sends a notification to the user roles enabled in the Correspondence email matrix when an "Open" Correspondence item is edited and 2) "User Removed" sends a notification to the user removed from a correspondence item's "Assignee", "Distribution", or "Received From" fields if the particular user role associated to those fields has this notification enabled in the Correspondence email matrix. These features are available for all accounts via a project's Configure Settings. For email notification details, see Who receives correspondence item emails and push notifications?

Improvements to Item Layout, Loading icon, and close date (09/05/2024)

The Correspondence tool has the following three improvements when viewing an item:

• Fieldset layout: Correspondence items now display in a four-column layout instead of a three-column layout.  This provides a consistent experience across Procore tools.

• Loading spinner: Previously, when clicking either the ‘Save as Draft’ or ‘Create & Issue’ button, both of the buttons displayed a loading spinner, but now only the button that was clicked shows a loading spinner. 

• Item close date: When a Correspondence item is closed, the date now appears next to the ‘Status’ field on the item view page. 

enhancements to custom statuses in Correspondence (06/25/2024)

Procore users have two new custom status mapping options for correspondence items: ‘Closed - Unsuccessful’ and ‘Closed - Successful’. Both options close an item, but 'Closed - Successful' results in a green status and 'Closed - Unsuccessful' in red to show that the issue was not approved or completed. Two separate categories for closed items allows for more detailed reporting.

In addition, users utilizing the Workflows tool can now associate a Correspondence custom status to a workflow step’s Item Status. For example, custom statuses mapped to ‘Closed - Successful’ will be available for successful End Steps and custom statuses mapped to ‘Closed - Unsuccessful’ will be available for unsuccessful End Steps.  This improves progress tracking by allowing more accuracy in associating statuses with workflow steps. 

custom statuses used in Correspondence items and workflows cannot be deleted (06/25/2024)

To preserve data integrity, custom statuses that are used in a correspondence item or a correspondence workflow cannot be deleted. See Manage Custom Statuses for Correspondence Types.

Linking Items is Now separate from Correspondence Fieldset (06/17/2024)

The Correspondence tool has a new way of linking an origin correspondence and origin RFI to a correspondence item. Instead of of adding them while creating an item, Procore's new Link button helps users select the correct origin items. The origin items then show up in the Links section of the correspondence item. This centralizes all linking and improves the user experience. See Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item. 

Creating and linking new correspondence, RFI, or change events to a correspondence item still works the same and can also be accessed via the new Link button.  See Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item.

'Closed' status prevents responses (05/03/2024)

Procore users can no longer add responses to correspondence items with a 'Closed' status or a custom status that is mapped to 'Closed'. This reduces the possibility of missed information. 

Correspondence Tool included in Procore starter packs (04/22/2024)

The Correspondence tool is now part of Procore's Starter packs for new and existing customers! Correspondence starter pack customers can create 10 correspondence types from our pre-built templates. See Create a New Correspondence Type, and reach out to your Procore point of contact to learn more. 

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

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

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

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

Modernized Settings Experience (10/15/2024)

The Daily Log tool now has a modernized, more intuitive layout and design. To learn more, see Configure Advanced Settings: Daily Log.

Improved Time Inputs in the Procore Web Application (06/20/2024)

Procore has added the ability to input time entries on logs in precise hour and minute increments in the web application. Previously, input for time entries on log items could only be entered in five (5) minute increments.  

New Granular Permission for Collaborators (10/17/2023)

Procore has added a new granular permission for the Daily Log tool that allows collaborators to see daily log entries made by other collaborators at their same company. Learn more by reading the announcement or see What granular permissions are available for the project's Daily Log tool?

SEarch the Company Directory When Adding a Company (03/27/2024)

When adding companies to your Project Directory, you can first search the Company Directory to find businesses your company is already working with. See Add a Company to the Project Directory.

New 'Additional Insured' Field for Companies (02/14/2024)

When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Project Insurance to a Company Record in the Project Directory.

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (10/02/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.

Automatic Processing of 3D Model Files for Procore BIM Customers (02/20/2024)

3D Model files in the Documents tool are now processed automatically in Procore accounts that have the BIM product. See View and Download 3D Models in the Documents Tool.

Support for 3d DWG Model Files (12/12/2023) 

Procore now supports the ability to upload, process, and view 3D DWG files in the Documents tool. See View and Download 3D Models in the Documents Tool.

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

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

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

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

Generate and Print QR Codes for Drawings (05/20/2024)

You can generate QR codes for your project's drawings, and print them to post them at a job site. Users can scan the QR Code with the Procore Mobile app and view the drawing on their mobile device. See Generate and Print QR Codes for Drawings, Scan a QR Code (Android), and Scan a QR Code (iOS).

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

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

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

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

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

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

New Estimate Columns & Terminology Changes (09/25/2024)

New columns have been added to the estimating table. With this update, users can now review total cost, total cost per square foot, total cost per square foot of the project, and total sales per estimate line item. Some preexisting column headers have been updated to accommodate the new total cost columns, including 'Item Cost' being updated to 'Unit Cost', 'Total Cost' being updated to 'Subtotal Item Cost', and 'Total Sales' being updated to 'Subtotal Item Sales'.

Additionally, the term 'Bid' has been renamed to 'Proposal' across the platform.

As a part of this update, price per square foot amounts have also been added to the detail settings in the proposal tab to better facilitate estimate proposals.

Configurable Estimating Views (07/24/2024)

Configurable estimate table view templates can now be created in the Bid Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Bid Board.

Estimating Concurrent User Access (07/24/2024)

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

PRICE PER SQ FT AMOUNTS ADDED TO ESTIMATE SUMMARY (06/17/2024)  

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

Update Existing Change Events using Estimate Change Orders (06/17/2024)

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating change order. This feature will offer users greater flexibility in the change management process as estimating change orders can now be used to create and update existing change events. See  Send a Change Order to the Change Events Tool.

Notes column added to estimate table (06/04/2024)

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

Estimate Table View configuration (05/28/2024)

When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.

Toggle Rounding for quantities using 'ea' Unit of Measure (05/13/2024)

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

Automapping for 3D Takeoffs (04/18/2024)

When creating 3D takeoffs, use the new auto-mapping functionality to extract properties from your 3D model and map them to materials and assemblies in your cost catalog. After you verify mappings and measurement types, create takeoffs for all the objects with a single click. See Add 3D Model Takeoffs Using Auto-Mapping.

Preview a Purchase Order before Creating (02/23/2024)

When creating a purchase order from an estimate, you can now see a preview before the purchase order is created. See Create a Purchase Order from an Estimate.

Subparts Displayed when Exporting an Estimate to Excel (02/23/2024)

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is $0. If an assembly price is overridden, the assembly price is shown, but the subparts show as $0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

New Preview When Sending a Change Order to the Change Events Tool(02/08/2024)

When you send a change order to the Change Events tool from an estimate, a new preview is available. On the preview screen, you can select to only send costs to the Change Events tool, or send the entire change order including adjustments. See Send Change Orders to the Change Events Tool.

Section Box Tool for 3D Models (01/22/2024)

The Section Box tool has been added when viewing a model in the Estimating tool. The Section Box tool allows builders and contractors to effectively visualize and analyze the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). Builders and contractors can identify potential clashes or conflicts between different systems before construction begins, helping to reduce errors and improve the overall efficiency of the building process. See View 3D Models in Estimating.

New Preview When Creating a Prime Contract from an Estimate (01/16/2024)

A preview is now shown when taking the action to create a prime contract from the Estimating tab in the Estimating tool. See Create a Prime Contract from an Estimate.

Regional Display for Date and Time (01/16/2024)

The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.

Manage Project or Company Level Budget Codes in Estimating (01/10/2024)

When managing budget codes in the Estimating tab, you can now manage both Project and Company level settings. See Assign Budget Codes from an Estimate. 

Search for Model Objects in The Estimating Tool (12/14/2023)

You can now search for model objects when viewing a 3D model in the Estimating tool. See Search for Model Objects in Estimating.

Enhanced Estimating layout (12/13/2023)

There is now an enhanced estimating layout option that provides a simplified view of estimates and gives you greater control when exploring your estimate details in Procore. See Procore Estimating: Enhanced Estimating Layout.

ERP COST CODES AVAILABLE IN THE COST CATALOG (12/01/2023) 

ERP Cost Codes can now be added to the Cost Catalog for ERP-integrated companies. When using the Cost Catalog, you ERP codes can be applied across all projects using the Estimating and Bid Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalog.

View Cover and Appendix Pages for Bid Proposals (11/30/2023)

When looking at a bid proposal on the bid tab, you can preview the cover page or appendix page by clicking the open in new tab  icon. See Generate a Bid Proposal.

Edit Cost Item Description In Line (11/27/2023)

Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.

Bulk Reset Estimate Quantities (11/20/2023)

If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.

Move Takeoff Layers to a New Group (11/16/2023)

You can move takeoff layers to a new group. See Manage Takeoffs.

Updated Estimating Settings (11/14/2023)

Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.

New Bulk Takeoff Actions (11/08/2023)

Procore has updated the bulk functions to expand or collapse takeoff groups, and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.

Lock and Unlock Takeoff Layers (10/23/2023)

When creating takeoff layers, you can lock layers that you have finished or are not using. When locked, you cannot create or edit measurements for the takeoff layer. This allows you to indicate which measurements are complete and prevents accidentally moving measurements in different layers when working on the same drawing. You can unlock layers to make changes at any time. See Manage Takeoffs.

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

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

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

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

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

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

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

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

copy group to projects (04/26/2023)

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

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

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

add 3D takeoffs (04/04/2023)

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

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

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

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

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

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

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

ability to merge estimates (01/19/2023)

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

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

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

Project Links carry over from project templates (08/13/2024)

Project links now carry over from the Home page of a project template to a new project created from that template. See What gets copied over to a new project from a project template? for details. 

Improved inspections template management (11/15/2024)

Procore has streamlined the deployment of inspection templates from the project level to the company level, introducing a 'Clone to Company' feature for easy assignment. This feature ensures that valuable insights and efficient processes discovered in one project can be quickly shared and adopted across the entire company, enhancing overall project quality and execution. To learn more, see Clone a Project Inspection Template to a Company. 

View Which Templates Require Photos and Observations (10/23/2024)

When viewing the list of Inspection templates, two new columns show which templates require observations and photos, and for how many items. This gives you additional visibility into how your templates are configured. See Create a Project Level Inspection Template.

Inspections field accountability value release (07/15/2024)

You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as drawings, photos, forms, and more, and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability.

inspections alphanumeric numbering (02/23/2024)

You can now add letters and special characters to inspection numbers when creating or editing an inspection. This will enhance your ability to efficiently find and identify inspections. See Create a Project Level Inspection for details. 

Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)

Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Invoices, allowing Procore Invoice Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and owner invoices. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Invoices.

Beta  Automated Movement of Stored Materials on Invoices (08/12/2024)

Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next invoice created. This configuration applied to both Owner and Subcontractor Invoices. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.

NEW FILTER OPTION FOR MEETING LIST VIEW (03/28/2024)

Procore's Meetings tool now allows you to filter the 'List' view of your meetings by the template field. See Search and Filter Meetings to learn more. 

Point to Point Measurement for Models on the Procore iOS App (02/20/2024)

A new 'Point to Point' option has been added to the Measure tool for models on the Procore iOS app. See Measure Distances on a Model (iOS).

Note: This feature is available on the Procore iOS version 2024.0212 and later.

New ‘Isolate in Section Box’ Option in the Model Viewer (10/23/2023)

You can now isolate an object in a section box within the model viewer on Procore’s web application. See Use the Section Tool on a Model.  

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

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

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

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

Object Search Enhancements (07/17/2023)

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

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

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

improved navigation for schedule of values (04/19/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

Owner Invoices added to Workflows Open Beta (03/13/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

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

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

New release: 360 Reporting (11/12/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success, and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

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

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

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

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

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

Modernized RFI configuration settings view (08/22/2024)

The RFIs Tool Configure Settings pages have been updated with a modernized, more intuitive layout. There is no change in behaviors or capabilities.

RFIs TOOL MODERNIZED CHANGE HISTORY (10/26/2023)  

Procore has released design and performance updates to the change history page for individual RFIs. Page navigation has been added to improve the navigation experience for RFIs with many changes.These updates provide users with a more consistent and optimized experience in Procore.

Modernized RFI Experience (05/22/2023)  

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

New lookahead schedule Options (01/08/2024)

Procore has updated the project level Schedule tool to now give you the option to create a follow-up lookahead that only pulls tasks from your schedule while ignoring the previous lookahead information. Previously, Procore pulled in tasks and changes from the previous lookahead as well. See Create a Lookahead Schedule.

Reject workflow feature: Admin users can resume paused workflows (09/16/2024)

For projects with the Reject Workflow setting enabled, Submittals tool Admins now have the ability to resume a workflow that was paused due to a rejection. Previously, only Submittal Managers could resume a paused workflow. See Enable Reject Workflows for details.

Granular Permission to Apply Workflow Template (08/13/2024)

A new granular permission for Submittals to “Apply submittal workflow templates” is available in Project Permission Templates. This new granular permission provides customers with the flexibility to allow specific users to apply workflow templates without providing Admin level access to the Submittals tool. See What granular permissions are available for the project’s Submittals tool? for details.

INACTIVATE OR REMOVE DEFAULT SUBMITTAL TYPES (08/13/2024) 

Company Admins can now inactivate or remove default submittal types, providing greater flexibility in managing submittals. This update helps reduce confusion and improve the accuracy of submittal categorization and reporting.

Submittals settings: Number Submittals by Spec Section (06/26/2024)

Users now have the option to enable the setting that allows Submittal numbers to be automatically appended with their respective spec section number. Previously, this feature could only be enabled by contacting Procore. Once enabled, and after submittals are created for a project, we do not recommend disabling the setting as it could result in duplicate submittal numbers. See Configure Settings: Submittals Tool for details.

Submittals Workflow configuration option for 'enable reject workflows' (05/13/2024) 

Procore has released a submittals workflows configuration option called 'Enable Reject Workflows'. This feature detects when a workflow participant responds with a 'Rejected', 'Revise and Resubmit', or equivalent custom status, and then automatically sets the Ball in Court to the Submittal Manager for intervention. The Submittal Manager can then resume the workflow, set ball in court back to a previous step, or close and distribute (and optionally trigger a revision). When enabled, this feature impacts both active, in-progress workflows and workflows that have not yet started. See Enable Reject Workflows for details.

Submittals settings: Replace a single workflow user (04/15/2024)

Users now have the option to replace a single workflow user (Approver or Submitter). See Replace a Workflow User for details.

Calculate workflow step due dates from 'Submit by' date (04/15/2024)

When bulk applying a workflow, users now have the option to calculate the workflow step due dates from each submittals's 'Submit By' date. Previously, workflow step due dates could only be calculated from today's date.

Bulk Add and Remove Distribution List Members Across multiple Submittals (04/15/2024)

You can now add users to, or remove them from, distribution lists across multiple submittals at once using bulk actions.

Submittals Workflow Table Enhancements (12/11/2023) 

Procore has updated the Submittals workflow table with multiple enhancements to improve the user interface and functionality. Ellipsis buttons have been removed and the 'Edit Response' and 'Set Ball in Court' buttons are now located under the new 'Actions' column at the right side of the workflow table. Additionally, attachments located within a submittal workflow are now able to be opened as clickable links for quicker access and viewing. 

SUBMITTALS simplified close and distribute process (11/14/2023) 

Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where the distribution list is automatically added to the CC field, you can choose to create a revision upon distribution, and you can select which responses, comments, and attachments to include. See Distribute a Submittal.

SUBMITTALS TOOL MODERNIZED Change History (11/02/2023) 

Procore has released design and performance updates to the change history page for individual submittals. Page navigation has been added to improve the navigation experience for Submittals with many changes. These updates provide users with a more consistent and optimized experience in Procore. See View the Change History of a Submittal.

Assign Tasks to Multiple Users (09/11/2024)

The Tasks tool now allows multiple users to be listed in the Assignee field for a Task. This provides more flexibility in how users collaborate on Task items to ensure items are completed on time.

MODERNIZED Tasks Experience (07/11/2024)   

Procore has released several design and performance updates to the Tasks tool. These updates provide users with a more consistent and optimized experience when searching, navigating, and creating Tasks, as well as when updating settings, making comments or changing the status of a task. 

Timesheet Summary on Mobile (10/15/2024)

When creating or editing a timesheet on the Procore mobile app, users can now see a summary of the time entered for the timesheet, as well as daily and weekly hours for the employee across all projects. This gives teams on-site visibility into total hours logged for employees, mitigating downstream impacts during the review and approval process. See Create a Timesheet (Android) and Create a Timesheet (iOS).

Timesheet Summary (05/14/2024)

When creating or editing a timesheet, users can now see a summary of the time entered for the timesheet, as well as daily and weekly hours for the employee across all projects. This gives teams on-site visibility into total hours logged for employees, mitigating downstream impacts during the review and approval process. See About Project Timesheets and Create a Timesheet.

Configurable Break Tracking (07/19/2023)

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

updated docusign banners (03/13/2023)

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

Procore Analytics (05/09/2024)

• Quality and Safety Report
  • Fixed data type mismatch error
  • New report files can be downloaded from Google Drive folder
• Project Management Report
  • Fixed data type mismatch error
  • New report files can be downloaded from Google Drive folder

Procore Analytics (03/05/2024)

• Adoption Report
  • Various bug fixes
• Quality and Safety Report
  • Updated calculation for TRIR
  • Incident date will not be displayed in local date time
• Owner Report
  • Budget Changes reflected in the same manner as the Financials Budget report
  • Schedule Task Items with no due date no longer affect Late calculation
• Project Management 
  • Schedule Task Items with no due date no longer affect Late calculation 

Procore Analytics: New Reportable Fields Added Across Existing tables (04/26/2024)

Procore has added CompanyID to the following tables:

• BudgetViewSnapshot
• WorkOrderContract
• WorkOrderContractChangeOrderPackage
• WorkOrderContractChangeOrderPotential
• WorkOrderContractChangeOrderRequest
• WorkOrderContractInvoiceContact
• WorkOrderContractPaymentIssued

PROCORE ANALYTICS: New additions and updates to existing tables (11/22/2023)

Procore is adding the following column to the ChangeEventLineItems table:

• budget_change_adjustment_id

Procore has made the following data type changes:

• Upgraded [amount] to DECIMAL(30,12) on ChangeOrderPackageLineItemMarkupLineItem table
• Upgraded [amount] to DECIMAL(18,2) on BudgetForecastLineItem table
• Upgraded [unit_cost] to DECIMAL(18,2) on BudgetForecastLineItem table
• Upgraded [quantity] to DECIMAL(18,2) on BudgetForecastLineItem table

PROCORE ANALYTICS: NEW REPORTABLE FIELDS ADDED ACROSS EXISTING TABLES (10/13/2023)

Procore is adding the following column to the Observations table: 

• closed_at

PROCORE ANALYTICS: NEW REPORTABLE FIELDS ADDED ACROSS EXISTING TABLES (10/06/2023)

Procore is adding the following columns to the ChangeEventLineItem table:

• revenue_rom
• budget_rom
• prime_potential_change_order_line_item_id
• commitment_contract_line_item_id
• commitment_potential_change_order_line_item_id

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

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

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

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

Procore has added the following line items:

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

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

Procore Analytics is no longer updating the CBIBudgetSnapshotDetail table. 

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

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

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

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

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

Unlink prime contract change orders synced with Sage Intacct® (10/21/2024)

ERP Admins can now ‘reset’ PCCOs directly within the ERP tool without the need to contact support. Reset PCCOs Synced with ERP.

sync Prime Contracts & Prime contract change orders! (06/04/2024)

Users can now import prime contracts created in Sage Intacct® into Procore's Prime Contracts tool. You can now also export Prime Contract Change Orders (PCCOs) created in Procore to Sage Intacct®. To learn more, see About Sage Intacct®.

enhanced Payment Processing with the Project Financials + Yardi Voyager® connector (09/05/2024)

Procore has updated payment processing for the Yardi Voyager® connector, allowing you to remove taxes from payments issued to prevent overpayment beyond Committed Amounts. Please reach out to your Procore point of contact to enable this feature. 

NEW! export projects from bidding and estimating WITH the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (05/31/2024)  

Integration users now have the option to export projects created in Bidding or Estimating tools with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature. 

NEW! SYNC PURCHASE ORDERS WITH the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (10/26/2023)  

Integration users now have the option to sync Purchase Orders created in the Commitments tool with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature. This feature enhances the existing Commitment export capability by allowing for export of an additional contract type from that tool. 

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

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

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

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

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

Unlink prime contract change orders synced with CMiC (10/21/2024)

ERP Admins can now ‘reset’ PCCOs directly within the ERP tool without the need to contact support. Reset PCCOs Synced with ERP.

link multiple CMiC companies to one procore company (09/20/2024)

CMiC now supports linking one Procore comapny to multiple CMiC companies. Reach out to your Procore point of contact to enable this feature. 

Billing Amount now included when exporting budget and budget changes from Procore to CMiC (06/06/2024)

Previously, only the budget amount was populated by default, but now the billing amount can be included when exporting from Procore to CMiC. Reach out to your Procore point of contact to enable this feature.

direct cost SOV description details now imported from CMiC to procore (05/28/2024)

You can now view the description details associated with your Direct Costs Schedule of Values line items to help save time when seeking additional job costs information. To learn more, view CMiC Detailed Data Mapping.

exclude cost codes when importing from CMiC to procore (05/28/2024)

You now have the option to filter out unnecessary cost codes from your Standard Cost Code list when importing cost codes from CMiC to Procore. Reach out to your Procore point of contact to enable this feature.

reference date field now an option when importing job cost transaction details from CMiC to procore (05/17/2024)

You can now choose whether the 'Reference Date' or 'Post Date' is imported to Procore from CMiC for the 'Date' field in the Direct Cost tool. Reach out to your Procore point of contact to enable this feature.

billing date field now available when exporting invoices to CMiC (03/13/2024)

'Billing Date' now replaces the 'Current Date' field when exporting invoices from Procore to CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping. 

direct cost transactions now available for import from CMiC to procore (03/05/2024)

You can now import direct cost transactions from CMiC to Procore. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

commitment numbers Now match in procore and CMiC (02/06/2024}}

A process has been created to make sure commitment numbers match in both Procore and CMiC. To learn more, view CMiC Detailed Data Mapping.

NEW configurable PCI Type AVAILABLE FOR ORIGINAL BUDGET AMOUNTS AND ORIGINAL BUDGET CHANGES IN CMiC (01/10/2024)

A new PCI type has been created for all original budget amounts and original budget changes. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

new configurable PCI type Now available for forecast amounts in CMiC (01/09/2024)

A new PCI type has been created for forecast amounts to provide users with an audit trail when forecasts are created in CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

New! Sync Owner Invoices with the NetSuite® CONNECTOR (05/13/2024)

You can now export owner invoices from Procore directly to your integrated NetSuite® system using Procore's NetSuite® Connector. This feature will NOT be automatically available. Reach out to your Procore point of contact to request to enable this feature.

To learn more about how owner invoices are exported through the integration, see Export Owner Invoices from Procore to ERP and Detailed Data Mapping for NetSuite®.

PDF Attachment Support When Exporting Owner Invoices to QuickBooks® Online (09/24/2024)

You can now sync the PDF attachment summary sheet to owner invoices when exporting to QuickBooks® Online. This feature enables you to provide detailed, clear information to your owners for better communication and transparency. Previously, only two line items from the summary of values could be synced when exporting owner invoices. This feature will be applied to all newly exported owner invoices going forward. See Export Owner Invoices from Procore to ERP.

the QuickBooks® Online CONNECTOR is now available in all regions (09/02/2024)

QuickBooks® Online is now supported in all regions. To learn more, see About the QuickBooks® Online Connector.

New! Sync Owner Invoices with the QuickBooks® Online CONNECTOR (01/04/2023)

You can now export owner invoices from Procore directly to your integrated QuickBooks® Online system using Procore's QuickBooks® Online Connector. This feature will NOT be automatically available. Reach out to your Procore point of contact to request to enable this feature.

To learn more about how owner invoices are exported through the integration, see Export Owner Invoices from Procore to ERP and Detailed Data Mapping for QuickBooks® Online.

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

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

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

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

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

Improved Invoice line summarization with Sage 300 CRE® (08/05/2024)

Procore's Sage 300 CRE® Connector now consolidates multiple invoice lines into a single line per commitment, reducing unnecessary detail and simplifying financial reporting.  No action is necessary to see this feature. If you would like to have this functionality turned off, please contact your Procore point of contact. 

Improved Commitment Process with Sage 300 CRE® (07/10/2024)

Commitments are now posted automatically during the transmission process for a more streamlined export experience. Previously, commitments had to be posted manually, which created many disruptions. This update requires Sage 300 CRE® 23.2 or greater. Contact your Procore point of contact to get started today.

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

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