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New Procore product and feature announcements.
December 2018
- Admin: New 'Single Sign On Domain(s)' Field for Company Admins
- Admin: New Tax Code Settings Page for Company Admins
- Directory: New Bulk Actions Menu Options
- ERP Integrations: Viewpoint® Vista™ Integration by Ryvit Now Supports Prime Contracts & PCCOs
- Imports: Import Vendors and Users to the Directory with the Imports tool for Windows 10
- Portfolio: New Project Health Dashboard
- Procore + Sage 300 CRE: Added the Ability to Export Sub Jobs
- Reports: New Custom Report Options for Punch List Items
- Specifications: Support for Australian NCS Codes on Specifications Review
November 2018
- Admin: Account Information Updates
- Bidding: Attach Individual Files to your Bid Package
- Budget: Create a Custom Reporting Budget View
- Daily Log: Add Photos to the Photos Section of the Daily Log Tool
- Daily Log: Design Upgrades for the Weather Log and Multiple Observed Weather Conditions
- Directory: Added Bulk Actions > Remove from Project to the Inactive Users
- Drawings: Observation Pins Markup Tool on Web and Mobile
- ERP Integrations: Procore + Sage 100 Contractor
- ERP Integrations: Procore + Sage 300 CRE: Export Prime Contract Change Orders
- ERP Integrations: Procore + Sage 300 CRE: Import and Sync a Prime Contract with Procore
- Observations: New Granular Permissions
- Photos: Photos from Inspections
- Photos: Photos from Observations
- RFIs: Edit an RFI Question
October 2018
- Budget: Bulk Create Budget Modifications
- Daily Log: Daily Log Redesign
- Directory: New Bulk Actions Drop-Down Menu
- Directory: Summary of Recent Updates to the Directory Tools
- Documents: Moved Filters and Search Bar out of Sidebar
- Drawings: Removed Sidebar from Drawing Areas Page
- Emails: Forward an Email
- Instructions: Create a New Instruction from an RFI
- Observations: Project Level Observations Types
- Prime Contract: Multiple Prime Contracts
- Procore + Quickbooks: Exporting Procore Invoices to QuickBooks (Beta)
- Procore: User Persona Capture
- SD Card Storage Available for Android
- Specifications: Stopped Suggesting CSI Numbers/Titles on the Review Page for Non-US/Canada Projects
- Specifications: Support for French Standard CSI Codes on Specifications Review
- Timesheets: Field Production Report
September 2018
- Admin: New 'Enable Sub Jobs' Checkbox
- Budget: Unlock the Budget with Budget Modifications
- Budget: Updates to Forecast to Complete
- Daily Log: Beta View Turned Off
- Daily Log: Daily Log Redesign
- Directory: Added New Tabs to the Edit Contact Page
- Drawings: Bulk Confirm Drawings on the Review Page
- Instructions: New 'Number Instructions by Type' Checkbox in Configure Settings
August 2018
- Admin: New 'Single Sign On Configuration' Link Under Administrative Settings
- Admin: New Expense Allocations Feature for Billing Procore Technology Costs to the Project Owner
- Admin: Updated the Sidebar in the Company Admin Tool
- Bidding: New Planroom Experience
- Budget: New Multi-Level Procore Standard Budget View
- Directory: Added Doing Business As (DBA) Info to the Companies Tab
- Directory: Bulk Inactivate User Accounts from the Company Directory
- Directory: New 'Send and Retrieve Budgets from ERP' Granular Permission for ERP Integrations
- Directory: Use Exact Match (" ") and Asterisk (*) Wildcard Characters in Search Queries
- Drawings: Order Drawing Versions by Date
- Instructions: Create Custom Prefixes for New Instruction Types
- Meetings: Revert a Meeting from Minutes to Agenda
- Reports: New Look and Feel for PDF Exports of Custom Reports
- Submittals: More Flexible Configuration Settings for Email Notifications
- Submittals: Updated the Submittals Tool to Support Sub Jobs
- Submittals: Use Exact Match (" ") and Asterisk (*) Wildcard Characters in Search Queries
July 2018
- Commitment Progress Claims and Head Contract Progress Claims: Issuing a Progress Claim Updates-phase-2
- Daily Log: Photos on the Daily Log
- Directory: Bulk Remove Users from the Project Directory
- Directory: New 'Lock Budget' Granular Permission for the Budget Tool
- Directory: New Granular Permission to Delete Budget Line Items
- Emails: Use Exact Match (" ") and Asterisk (*) Wildcard Characters in Search Queries
- Instructions: Renamed the 'Site Instructions' Tool to Support Customization of Instruction Types
- Reports: Submittal Grouping Options
- Requisitions and Pay Apps: Invoicing Updates Phase 2
- Submittals: Two Approaches for Generating a Submittals Register
- Timesheets: Added a Production Quantity Report
June 2018
- Budget: See Percent Values on the Budget
- Change Events: Track Non-Commitment Costs on Change Events
- Commitments: Create Automatic Billing Periods
- Crews: Add 'Workers' to Your Employee List Without an Email Address
- Daily Log: New PDF Format
- Directory: New 'View Payment Application Detail' Granular Permission for Prime Contract Tool
- Directory: What is the New Directory Tool Experience?
- Drawings: Bulk Download With Markup Filters
- Drawings: Multi Select and Lasso Markup Tool
- Photos: Add Photos from Punch List Items to the Photos Tool
- Procore + Sage 300 CRE: (Coming Soon!) Cost Transactions Beta Program
- Procore Financials: Summary of New & Upcoming Granular Permissions for Construction Financials
- Procore: Push Notifications for Procore Mobile Apps (Android & iOS)
- RFIs: Use Exact Match (" ") and Asterisk (*) Wildcard Character in Search Queries
- Requisitions and Pay Apps: Invoicing Updates
- Submittals: Added an 'Active' Checkbox for Custom Submittal Types
May 2018
- Admin: Added Multiple Domain Support to Procore-Initiated SSO Integrations
- Admin: New 'Manage General' Granular Permission
- Admin: New 'Manage Locations' Granular Permission for the Admin Tool
- Bidding: Convert an Awarded Bid to a Purchase Order
- Commitments: Added Configuration to Show Cost Codes on Requisitions PDF
- Commitments: Bulk Edit Requisition Statuses
- Commitments: Updates to the Billings Table
- Directory: New 'Assign Project Roles' Granular Permission for the Directory Tool
- Directory: New 'View Direct Cost Details' Granular Permission for the Budget Tool
- Directory: Verify Australian Business Numbers (ABNs) in the Directory Tool
- Inspections: Request and Add Signatures!
- Portfolio: New! Upload a Project Schedule During Project Creation
- Prime Contract: New Granular Permissions for the Prime Contract Tool
- Procore + Sage 300 CRE: (Coming Soon!) Cost Transactions Beta Program
- Procore: New! Contextual Help for Procore
- RFIs: New Dynamic RFI Form
- Reports: New Custom Report Creation Experience
- Requisitions and Pay Apps: Invoicing Updates
- Specifications: Generate Submittals from Specifications
- Submittals: (Coming Soon!) Combine Multiple Attachments into a Single PDF or ZIP file with the Export Manager
- Tasks: The Tasks Tool has been released!
April 2018
- Change Events and Observations: Create a Change Event from an Observation
- Change Events: Track Non-Commitment Costs, Latest Costs, and Markup
- Change Events: Updated Ball in Court for RFQ
- Change Events: View Financial Markup on Change Events
- Commitments & Directory: Insurance Expiration Emails Sent to Invoice and Primary Contacts
- Directory: Add and Remove Users From All Projects in a Company Account
- Directory: Expired Insurance Policies Status Changed to "Non-Compliant"
- Inspections: New Multiple Choice Inspection Response Options
- Prime Contract and Commitments: Added Ability to Sign Change Order Requests with DocuSign
- Prime Contract: Edit Prime Change Order Markup
- RFIs: New! Improved RFI Email Settings
- Reports: New Gallery for Creating Custom Reports
- Reports: Payment Applications and Requisitions Added to Custom Reports
- Submittals: Create and Apply Submittal Workflow Templates
- Submittals: New Bulk Actions > Apply Workflow Option
- Timesheets: Added a Labor Budget to Actual Report
March 2018
- Budget: Non-Budgeted Line Items are now Automatically Added to your Budget
- Daily Log: Mark a Daily Log as Complete
- Directory: Added an 'Edit' Button to the Inactive Users Tab for Admins
- Directory: Improved People & Company Import Templates
- Directory: New 'Request Company and People Imports' Granular Permission
- Directory: New Directory Tool Experience to be Procore's Default View
- Directory: New Process for Downloading/Sending Directory Import Templates
- Directory: Three (3) New Granular Permissions for Direct Costs Tool
- DocuSign: New 'Contract Signer' Field in the Directory Tool
- Observations: 'Default Assignee' on Project Observation Template Can Now Have 'Standard' Permission
- Observations: Quick Observations
- Portfolio: Introducing the Project Creation Assistant
- Site Instructions: New Instruction Type Drop-Down List
- Submittals: Required Fields When Forwarding a Submittal
- Timesheets: Added Ability for Supervisors to Approve Timesheets
- What are the new Payment Application and Requisition Enhancements?
February 2018
- Admin: Configure Root Cause Analysis Fields
- Bidding: Automatically Apply Currency Format 'Bid Amount'
- Commitments: Now Showing More Requisition Info in My Open Items
- DocuSign: New Void and Withdraw Confirmation Messages
- DocuSign: Signature Completion Now Updates Change Order Status to Approved
- Drawings: Added Scrolling on Drawing Review Page with UP/DOWN Arrow Keys
- Drawings: Download PDF Drawings with Smart Markup from Email Messages
- ERP Integrations: Updated Color Scheme for ERP Icons
- Inspections: Added Ability to Edit Inspection Numbers
- Inspections: New Inspection Response Options
- Locations: New Location QR Code Export Format Options
- Meetings: Improved Meeting Minutes
- Observations: New Root Cause Analysis Fields
- Punch List: New Granular Permissions for Punch List
- RFIs: Export PDFs Now Use a File Naming Convention
- Reports: Added 'Contract Dates' to 'Commimtments: Available Columns' for Custom Reports
- Reports: Added 'Sub Job Code' Column to Custom Timesheet Reports
- Reports: Added 'Timesheet Status' Column to Custom Reports
- Reports: Added a 'Project Country' Column to Custom Portfolio Reports
- Reports: Expanded Direct Cost 'Type' Filtering In 'Financial Line Item Details' Custom Report
- Reports: New 'Substantial Completion Dates' for Custom Prime Contract Report
- Submittals: Added Drag-and-Drop Support On Submittal Workflow For Internet Explorer 11 Users
- Submittals: Updated Button/Banner Behavior When Distributing Submittals
- Timesheets: Added Additional Field Checkboxes to Configure Settings Page
- Timesheets: Deployed Minor Cosmetic Updates for the Create Timesheets Page
- Timesheets: Deployed Minor Cosmetic Updates on the Timesheets Tool
January 2018
- Admin: Added "Prevent Overbilling On All Projects" Checkbox Toggle
- Android: Mobile Updates Jan 2018
- Daily Log: Renamed PDF And Zip Exports
- Daily Log: Updated Calendar Control For Selecting Dates
- Directory: Added New Row Height Customization Options (Beta View)
- Directory: Added Sticky Headers (Beta View)
- Directory: Consolidated Columns In Users And Companies Views (Beta View)
- Drawings: Drawings Review Page Upgrade
- Forms: The Forms Tool has been released!
- General: Added Ability To Export Multiple Locations To Generate QR Codes
- General: Updated Project Links Permissions
- Locations: Print Location QR Codes To Avery 6460 Labels
- Meetings: Renamed PDF Export File
- Project Home: Project Links
- RFIs & Submittals: Added New 'Include Sublocations' Option To 'Add Filter'
- RFIs & Submittals: New Pagination Drop-Down
- RFIs: Added 'Include Sub-locations' Option To Filters
- Schedule: Updated Schedule PDF Export Filenames
- Submittals: Added Inline Editing On Package View
- Submittals: Rollout of New Submittal Workflow for Approvers
- Submittals: Set Required Responses for Submittal Workflow
- Windows: Mobile Updates Jan 2018
- iOS: Mobile Updates January 2018
December 2017
- Bidding: Download All Cover Sheets and Attachments
- Daily Log: Added "Created By" Filter
- Directory: Added Job Title To Name Column
- Directory: Added Trades Filter To Company Directory (Beta View)
- Directory: Enabled VCF Downloading for Users
- Directory: New Granular Permissions for the Budget Tool
- Drawings: Download with “Smart Markup”
- Drawings: Updated Mobile Measurements Placement
- Drawings: Updated Vector Hyperlink Detection
- Incidents: Added A Date Picker For Incidents Tool Filter
- Inspections: Changed Column Names For Inspection Pass/Fail
- Photos: 360° Photo Support
- Project Home: Project Links
- RFIs: Display Reports Created From The Reports Tool Within The Tool Sidebar
- Reports: Added Fields & Filters
- Submittals: New Submittal Workflow Widget
- Submittals: Rollout of New Submittal Workflow for Approvers
- Timesheets: Sign & Verify Timesheet Entries
- iOS: Mobile Updates Dec 2017