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(BETA) Project Financials: New Contracts List in Commitments & Prime Contracts

 This announcement represents a single point in time. Future releases may impact the information below.
Early Access Release Started: December 18, 2020 | Early Access Release Completed: January 15, 2021 | General Release: Coming Soon!


 

New Contracts List in Commitments & Prime Contracts

Procore is pleased to announce the early access release of a new contracts list. The contracts list appears on the newly renamed 'Contracts' tab in the Project level Commitments & Prime Contracts tool. This update is a first step towards building a more consistent user experience for Project Financials users. In addition, it also provides a more robust backend, which will enable Procore to develop new features and functionality that will provide for greater collaborative experiences in the future. This update focuses on updating the following Project Financials tools with improved settings and a more flexible user experience: 

  • Commitments Tool. Used to store, manage, and approve purchase orders and subcontracts.   
  • Prime Contracts Tool. Used to store, manage, and approve one or multiple prime contracts. 

How do I see the early access release?

Starting December 18,  2020, Procore began to gradually distribute the early access release's opt-in experience to Procore users. Effective January 15, 2021, all Procore users now have the ability to switch between the new and old experience by clicking the following buttons:

  • To opt-in to the new design, click the Early Access to the New Design button at the top left side of the project's Commitments & Prime Contracts tool.

    early-access-button.png
     
  • To revert back to the old experience, click the Revert to Original Experience button on the lower-left side of each tool. 

    revert-to-old-button.png

    For the early access phase of the release, be sure to provide Procore with your feedback about the new design using the feedback option in the Procore web application. After evaluating feedback from Procore users, the early access experience is expected to fully replace the original experience.

Why is this important?

This update provides Project Financials users with the following benefits:

  • Enhanced page performance when viewing change orders. The new 'Contracts' tab provides Procore users with improved page load performance—which is especially important for Procore users that manage complex contracts with a large number of change orders per contract.
  • Greater control over your project's column configurations. Optimize your tool's workspace by easily showing or hiding data columns of your choice.  This is helpful when you want to temporarily hide columns that you aren't actively using (but may want to unhide later). 
  • Powerful filtering capabilities to better analyze your contract data. Add filters to improve your ability to analyze your contract financials. When applying a filter, Procore shows only the line items that meet your criteria and hides the line items that don't. You can then export or print your data with the filters you've applied. 
  • Improved viewing and navigation experience for greater insight into large contract sets. A redesign provides you with the best possible viewing and navigation experience to save you time jumping to look at data that previously appeared on multiple tabs. Not only is navigating your contracts and change orders more seamless, it also requires fewer steps. 

What was updated in this release? 

This update affects the following Project Financials tools:

Commitments Tool Updates

You'll notice the following updates in the Project level Commitments tool:

  • Consolidated the 'Summary' and 'Detailed' tabs into a single 'Contracts' tab
    With the new updates, the new expandable Commitments Summary section now houses all of your project's purchase orders and subcontracts. You'll also see new color-coded status pills (for example, Draft, Out for Signature, Approved, and others) that better depict the contract health of your entire project at a glance. In addition, you can now use a drag-and-drop operation on each column's header to rearrange table columns into the desired position. 
     Note
    For companies using Procore's ERP Integrations tool, you'll also see new ERP icons that show the status of your synced data. See What do the ERP icons mean?
    commitments-contracts-tab.png
     
  • Quickly show & hide any related change orders
    When an arrow appears next to a contract line item, simply click it to reveal any change orders associated with that contract. Each change order is listed in a separate item and you can see change order dollar amounts along with the change order's status. 

    commitments-change-orders-drawer.png
     
  • Personalized table settings
    Click the new Table Settings table-settings-icon.png icon to reveal a new 'Table Settings' area in the right sidebar. The new controls under 'Configure Columns' lets you show and hide the columns of your choice with the mark of a checkbox. Select all columns by clicking the Select All link. To quickly restore Procore's default column settings at any time, simply click Reset to Default

    commitments-configure-columns.png
  • New row height option
    You can now change the row height of the line items in the 'Contracts' tab using a new 'Row Height' button. 

    prime-contracts-row-height.png
     
  • Flexible search, filtering, and grouping options
    Perform a text search for purchase orders and subcontracts matching your entry. You can also apply one or multiple filters to your contracts. Improved filtering and grouping options let you reduce the volume of contract line items on the page to limit the display to only the contracts that meet your specific criteria—which improves your ability to both analyze and share only the most essential data with your team. 

    commitments-search-group-filter.png

Prime Contracts Tool Updates

You'll notice the following updates to the Project level Prime Contracts tool:

  • Prime Contracts
    To provide you with a consistent contracts experience, the project's Prime Contracts tool has an all-new look. You'll see new color-coded status pills (for example, Draft, Out for Signature, Approved, and so on) that better depict the contract health of your entire project at a glance. As in the old experience, you can create one or multiple prime contracts. See Create Prime Contracts.
     Note
    For companies using Procore's ERP Integrations tool, you'll also see new ERP icons that show the status of your synced data. See What do the ERP icons mean?
    prime-contracts-new-table.png
     
  • Quickly show & hide any related change orders
    When an arrow appears next to a prime contract line item, simply click it to reveal any change orders associated with that contract. Each change order is listed in a separate item and you can see change order dollar amounts for all Approved and Pending change orders, along with each change order's status (for example, Draft, Approved, and so on).

    prime-contracts-change-order-drawer.png
     
  • Personalized table settings
    Click the new Table Settings table-settings-icon.png icon to reveal a new 'Table Settings' area in the right sidebar. The new controls under 'Configure Columns' lets you show and hide the columns of your choice with the mark of a checkbox.  Select all columns by clicking the Select All link. To quickly restore Procore's default column settings at any time, simply click Reset to Default

    prime-contracts-configure-columns.png
  • New row height option
    You can now change the row height of the line items in the 'Contracts' tab using a new 'Row Height' button.

    prime-contracts-row-height.png
     
  • Flexible search, filtering, and grouping options
    Perform a text search for prime contracts matching your entry. You can also apply one or multiple filters to your contracts. Improved filtering and grouping options let you reduce the volume of contract line items on the page to limit the display to only the contracts that meet your specific criteria—which improves your ability to both analyze and share only the most essential data with your team. 

    prime-contracts-search-filter-group.png