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Procore Analytics: Q1 2022 Releases

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: March 29, 2022

 

Procore Analytics: Q1 2022 Releases

The following sections outline the updates included in the Q1 release for Procore Analytics.

All Reports

  • Moved url fields to the first field in tables to make reports more actionable.
  • Upgraded to support the Power BI March 2022 update.
 Note
Effective May 1, 2022 any public IP addresses that have been whitelisted by Procore and have not generated traffic in the past 90 days are subject to removal.

Financials

  • Power BI Filter Pane
    • Added “Budget Code Segment”, “Budget Code Tier 1”, “Budget Code Tier 2”, and “Budget Code Tier 3” slicers.
  • Direct Costs
    • Added new “Budget Code” slicer
    • Added new “Budget Code” column in the “Direct Cost Line Items” table

Analytics_Financials_DirectCosts.png

This sample report was created using fictitious data for demonstration purposes only.

  • Prime Contracts
    • Added new “Budget Code” slicer
    • Added new “Budget Code” column in the “Prime Contract Line Items” table

Analytics_Financials_PrimeContracts.png

This sample report was created using fictitious data for demonstration purposes only.

  • Subcontractor Invoices
    • Added new “Budget Code” slicer
    • Added new “Budget Code” column in the “Invoice Line Item” table

Analytics_Financials_SubcontractorInvoices 2.png

This sample report was created using fictitious data for demonstration purposes only.

  • Prime Contract Change Order Potentials
    • Added new “Budget Code” slicer
    • Added new “Budget Code” column in the “CO Potential Line Items” table

Analytics_Financials_PrimeContractChangeOrderPotentials.png

This sample report was created using fictitious data for demonstration purposes only.

Financials Budget

  • Power BI Filter Pane
    • Added “Budget Code Segment”, “Budget Code Tier 1”, “Budget Code Tier 2”, and “Budget Code Tier 3” slicers.
  • Budget Insights
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_BudgetInsights.png

This sample report was created using fictitious data for demonstration purposes only.

  • Budget Detail
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_BudgetDetail.png

This sample report was created using fictitious data for demonstration purposes only.

  • Budget Snapshot Insights
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_BudgetSnapshotInsights.png

This sample report was created using fictitious data for demonstration purposes only.

  • Budget Snapshots Over Time
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_BudgetSnapshotsOverTime.png

This sample report was created using fictitious data for demonstration purposes only.

  • Budget Snapshot Forecast
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_BudgetSnapshotForecast.png

This sample report was created using fictitious data for demonstration purposes only.

  • Budget Modifications
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_BudgetModifications.png

This sample report was created using fictitious data for demonstration purposes only.

  • Advanced Forecasting
    • Added new “Budget Code” slicer

Analytics_FinancialsBudget_AdvancedForecasting.png

This sample report was created using fictitious data for demonstration purposes only.

OWNER

  • Power BI Filter Pane
    • Added “Budget Code Segment”, “Budget Code Tier 1”, “Budget Code Tier 2”, and “Budget Code Tier 3” slicers.

 

Database Changes with Procore Data Extract

See all database changes to Procore Data Extract in the Change Log tab here.

New Reportable Fields from Procore's Work Breakdown Structure Tool
  • Added: New reportable fields in the BudgetViewDetail table:
    • wbs_code_id
  • Added: New reportable fields in the BudgetViewSnapshotDetail table:
    • wbs_code_id
  • Added: New reportable fields in the ChangeOrderPotentialLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the DirectCostLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the DrawRequestLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the PrimeContractLineItem table:
    • wbs_code_id
  • Added: New reportable fields in the WorkOrderContractLineItem table:
    • wbs_code_id
New SQL Views from Procore's Work Breakdown Structure Tool
  • Added: New SQL view called vwWbsSegmentItem that reports on work breakdown structure data associated with supported tools in the following columns:
    • descendant_segment_item_id
    • descendant_segment_item_type
    • hierarchy
    • tier
    • descendant_segment_item_code
    • descendant_segment_item_name
    • descendant_segment_item_parent_id
    • descendant_segment_item_status
    • descendant_segment_item_extra_attra
    • descendant_segment_item_created_at
    • descendant_segment_item_updated_at
    • segment_name
    • segment_structure
    • segment_id
    • segment_type
    • delimiter
    • wbs_code_id
    • wbs_code
    • wbs_code_description
    • CompanyID
    • ProjectID