Monthly Release Notes

Summary of Change

Archive Company Level Form Templates

Procore has introduced the ability to archive Form templates at the company level, enhancing the management of form templates. Admins could archive templates, preventing their use in new project-level form creation while preserving all existing project-level form data. This enhancement helps to maintain an organized and efficient workflow by avoiding the use of outdated templates and reducing clutter.

Summary of Change

Deprecation of 'name_with_path' Field in Documents API

Procore has deprecated the 'name_with_path' field in the Documents API, affecting the v1.0 API for the Company Level Documents Tool. The v1.0 API has been replaced by the v2.0 API, which offers a new response format and removes the 'name_with_path' field from the response views.

Summary of Change

Extract Viewpoints from Autodesk® Navisworks® for Publishing Views

Procore has introduced a new feature that allows users to add viewpoints from a model file in Autodesk® Navisworks® directly from the Documents tool. The ‘Add Views’ feature enables users to select and publish up to 200 views, enhancing the ability to visualize and interact with model data. To learn more, see Publish a Model with the Documents Tool.

Modernized Documents Tool with NGX Design

Procore has enhanced the Documents tool by modernizing its User Interface (UI) to align with NGX design patterns. The Settings and Email pages have been replaced with new NGX design pages, offering a more modern look and feel without any loss of functionality.

Deprecation of 'name_with_path' Field in Documents API

Procore has deprecated the 'name_with_path' field in the Documents API, affecting the v1.0 API for the Project Level Documents Tool. The v1.0 API has been replaced by the v2.0 API, which offers a new response format and removes the 'name_with_path' field from the response views.

Summary of Change

Procore Assist Reports Expansion 

Procore Assist provides North American customers with answers to quantitative questions and creates editable, savable reports. Assist can access data from all source tools in the 360 Reporting tool's Financials, Resource Management, Project Execution, and Directory datasets. Procore Assist users with 'Standard' level permissions or higher on 360 Reporting can access data if they have the required permissions. To learn more, see Get a Custom 360 Report from Assist and What data can Assist access?

Beta  Enhanced Data Coverage for Estimating in 360 Reporting

Procore expanded data coverage in Estimating to support improved reporting capabilities within 360 Reporting. The Estimating feature now includes new models such as Project Note, Project Task, and Project Document, enabling users to create more comprehensive and insightful reports. To learn more, see the 360 Reporting: Data Guide.

Summary of Change

Procore Assist Reports Expansion  

Procore Assist provides North American customers with answers to quantitative questions and creates editable, savable reports. Assist can access data from all source tools in the 360 Reporting tool's Financials, Resource Management, Project Execution, and Directory datasets. Procore Assist users with 'Standard' level permissions or higher on 360 Reporting can access data if they have the required permissions. To learn more, see Get a Custom 360 Report from Assist and What data can Assist access?

Summary of Change

Enhanced Mobile Workflow Functionality with Conditional Logic 

Procore is expanding mobile workflow capabilities to include support for conditional logic and descriptions, aligning mobile functionality with the web platform. This enhancement ensures that users with the required permissions can see the name of the specific conditional step and its result within the history. This update provides mobile users improved clarity into conditional logic, reducing potential confusion and workflow interruptions. Users can now confidently navigate workflows with clear messaging. To learn more, see View Complete Workflow History as a Workflow Participant.

Summary of Change

Consistent User Experience with Bidding NGX Phase 1

Procore has launched Bidding NGX Phase 1 to provide a consistent user interface across all Procore products, enhancing user experience by reducing friction and confusion. The Bidding Tool Settings, Permissions Table, Project Admin Tool Configuration Settings, and Correspondence have been aligned with Procore's design patterns.

Bid Leveling Now Generally Available

The ability to level bids is generally available to all bidding customers in the United States, Canada, and Mexico, that are using the Enhanced Bid Management Experience. Bid leveling allows Admin users to modify bids, and others to view the bids side-by-side. It will be made available to all regions by 23 September 2025. See Level Bids for a Bid Form.

Summary of Change

Expanded Adjustments and Compounding in Estimating

Create custom markups with new formulas for pre and post-tax calculations. You can now use lump sums, basic calculations, or compounding formulas, and apply the markups to specific parts of your estimate for more flexibility. See Add Adjustments to an Estimate.

Summary of Change

Enhanced User Experience for Coordination Issues Tool

Coordination Issues now has a modernized, more intuitive layout and design. This upgrade enhances performance, usability, and accessibility. It also provides a streamlined and standardized design across the tool's Home page, side panel, and more. To learn more about the next generation experience, see Coordination Issues.

Summary of Change

improved inspections template management

Procore has improved the inspection templates by addressing issues related to editing custom response types. The Inspections tool now alerts you when changes to response options might impact inspections, ensuring you are informed and can quickly correct any issues. To learn more, see Why am I seeing a 'Some Templates Need Updates' warning banner?

Summary of Change

Create resinspections now available

Procore has enhanced the reinspection process to help you track quality and safety more efficiently. You can now reinspect closed inspections, carrying over original responses and linking the new inspection for streamlined reporting. To learn more, see Create a Reinspection. 

Summary of Change

Meetings now Carryover from Project Templates

Procore has introduced the automatic carryover of meetings from project templates, addressing a key workflow gap for construction teams. This functionality now allows teams to standardize kickoff processes, reduce repetitive setup work, and ensure no critical agenda items are missed. To learn more, see What gets copied over to a new project from a project template?

Summary of Change

Modernized Punch List Experience

The Punch List now has a modernized, more intuitive layout and design. There are no major changes to functionality. See, Create a Punch List Item. 

Summary of Change

Enhanced RFI Export Functionality

Procore has improved the RFI export feature to preserve user-applied customizations in the list view. The RFI tool now ensures that filters, sorting, column order, and custom field columns are accurately reflected in PDF and CSV exports. To learn more, see Export RFIs to CSV or PDF.

Summary of Change

'Status' Filter for Owner Invoices Now Generally Available

Procore's new 'Status' filter for 'Owner Invoice' in budget views is now generally available. When an administrator adds the 'Owner Invoice' column to a budget view, your users can now filter budget items by owner invoice status: Draft, Under Review, Revise & Resubmit, and Approved. To learn more, see Set up a New Budget View.

Budget Code Attributes for Work Breakdown Structure Now Generally Available

Procore has introduced the ability to create and assign attributes at the budget code level, enhancing flexibility and customization for users. The Budget tool now supports attribute grouping and filtering, as well as budget export capabilities. This program can be enabled by a user with 'Admin' permissions on the Company Admin tool using Procore Explore. If you don't have Procore Explore, contact your Procore point of contact. To learn more, see About Budget Code Attributes.

Modernized Change History Experience in Budget Tool

The user interface for the Budget tool’s Change History page has been modernized to provide a more seamless, user-friendly experience. There is no change to functionality. However, the table has been updated, users can now select cost code, cost type, and sub job filters from drop-down lists or click the Filters button to open a list of filters in the side panel. There is no change to functionality. See View and Filter the Change History of the Budget.

Project Status Snapshots is Now Generally Available

Procore is pleased to introduce Project Status Snapshots, which streamlines recurring budget forecasting and status reporting with dedicated budget snapshot types. It also provides instant variance analysis and centralized management for improved project oversight. For details, see About Project Status Snapshots for the Budget Tool. This feature works with the new Company Level Project Status Snapshots tool. 

Summary of Change

Enhanced Change Events Management with No Line Items Table

Procore has introduced a new tab in the Change Events tool that displays change events that do not have any line items associated with them. This eliminates the previous behavior where they were hidden from view and difficult to locate. 

Configure Default Change Reason to Empty for New Change Events

Procore is excited to announce a new feature available in Procore Explore: the default setting for the 'Change Reason' field on new change events can now be set to null. Users must actively select the reason, ensuring accurate records. This saves time by removing the need to delete pre-filled information and also helps to improve data accuracy when using Change Events with the ERP Integrations tool. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. To learn more, see Create Change Events.

Modernized Pages in Change Events Tool 

The user interface for the Related Items, Comments, Email, Change History, and Advanced Settings page in the Project level Change Events tool has been modernized to provide a more seamless, user-friendly experience. 

Configure Default Change Reason to Empty for New Change Events

Procore is excited to announce a new feature available in Procore Explore: the default setting for the 'Change Reason' field on new change events is now set to null. Users must actively select the reason, ensuring accurate records. This saves time by removing the need to delete pre-filled information and also helps to improve data accuracy when using Change Events with the ERP Integrations tool. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. To learn more, see Create Change Events.

Open Linked Items from other Procore Tools in a New Tab

Procore improved the navigation experience in the Change Events list view by establishing a new pattern for links to Procore items. Users can now click the  icon to open the Procore object in a new browser tab, ensuring users maintain their current place within the tool. See View the Change Events Line Items View.

Summary of Change

Improved Commitment Change Order Visibility

Procore has improved the visibility of Commitment Change Orders (CCOs) by renaming the Related CO field in the Commitments list. This new name helps users quickly identify the type of change order and understand the relationships between different CCOs. The change streamlines your project management workflow, making it faster and easier to find what you need.

Enhanced Synchronization of Contact Privacy Settings in Commitments

Procore updated the Contract Privacy settings in the General tab of a commitment, ensuring consistent formatting of user names in drop-down lists. Users can now easily scan the lists to select the correct users in the 'Access for Non-Admin Users' and 'Invoice Contacts' lists. To learn more, see Change the Privacy Settings for a Commitment.

Summary of Change

IMPORT Yardi Voyager® JOB AS A SUB JOB TO A PROCORE PROJECT

Procore now allows you to import Yardi Voyager® jobs as sub jobs to a Procore project. This feature enables Yardi Voyager® users to group multiple Yardi Voyager® jobs within a single Procore project, making it easier to consolidate all transactions under one job and improve reporting. To enable this feature in your company accounts integrated with Yardi, reach out to your Procore point of contact. For more details, see Import Yardi Job as a Sub Job to a Procore Project.

Summary of Change

Enhanced Owner Invoice Columns for Improved Financial Management

Procore has released additional columns and minor name changes within the Owner Invoice Schedule of Values to enhance financial data visibility and management for construction stakeholders. The Owner Invoice feature now includes columns such as Gross Amount, Net Amount, along with Previous and Current Changes. These additions help you make more informed decisions and streamline financial processes. To learn more, see  https://support.procore.com.

Commitment Invoice Columns: Enhancements for Financial Management

Procore has introduced additional columns and minor name changes within the Commitment Invoice Schedule of Values section of the Invoice Management solution, enhancing the visibility and management of financial data for construction stakeholders. The Commitment Invoice feature now includes columns such as Gross Amount, Net Amount, and Commitment Value, providing users with detailed invoice information to make informed decisions. To learn more, see https://support.procore.com.

Modernized InvoiCE Management TOOL

The Invoice Management Tool now has a modernized, more intuitive layout and design. There are no changes to functionality.

Routing Commitment Invoices based on Commitment Custom Fields

Procore enables users to configure and route Commitment Invoice Workflows based on custom fields set on the parent Commitment. The Commitment Invoice Workflow feature allows users to automate invoice routing, reducing manual intervention and minimizing errors.  Learn more about this feature by visiting Create a Workflow Template.

Summary of Change

Improved Prime Contract Change Order Visibility

Procore has improved the visibility of Prime Contract Change Orders (PCCOs) by renaming the Related CO field in the Prime Contract list. The new name helps users quickly identify the type of change order and understand the relationships between different PCCOs. This change streamlines your project management workflow, making it faster and easier to find what you need.