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Procore

Release Notes for 2018-02-20

Below are notable changes to Procore for the week ending Friday, February 16, 2018.


Core | Product Management | Construction Financials | Quality & Safety | Field Productivity | App Marketplace

pl-core.png Core

Directory
Updated 'Add Filter' in Companies Tab of Directory Tools To Reflect Cost Code Configuration (2/14/2018)
Reports
Dashboards Chart Now Show Loading State In Sidebar (2/14/2018)
Added 'Sub Job Code' Column to Custom Timesheet Reports (2/14/2018)

Updated the Company and Project level Reports tool to add 'Sub Job Code' to the 'Timesheets - Available Columns' list in custom Timesheet reports. Note: In a timesheet, both the 'Sub Job Name' and 'Sub Job Code' are associated with a timesheet when the person creating or editing the timesheet specifies a 'Sub Job'. See Create a Timesheet

New 'Substantial Completion Dates' for Custom Prime Contract Report (2/13/2018)

Updated the Company and Project level Reports tools to add the 'Original Substantial Completion Date' and 'Revised Substantial Completion Date' to the 'Prime Contract - Available Columns' list when creating a custom report for the Prime Contract tool. This adds the columns to your report and also as a selection in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Prime Contract tool's Configure Settings page AND (2) the dates are accurate. 

Added 'Contract Dates' To 'Commitments: Available Columns' In Custom Reports (2/12/2018)

pl-project-management.png Product Management

Drawings
Added New Banner To Alert User About Maximum Number of Drawing Downloads With Smart Markup (2/14/2018) 
RFIs
Export PDFs Now Use a File Naming Convention (2/13/2018)

Updated the Project level RFIs tool so that now, when the system downloads a PDF file using the Export > All Responses or Export > Official Responses Only menu options, Procore now allows users to download a file that can be more easily identified. The PDF file name now starts with the following file naming convention: <Project Name>-<RFI Number>-<RFI Title>.

Removed the 'View PDF' Link from 'Response to RFI' Email (2/12/2018) 

Updated the body of the 'Response to RFI' email notification that is sent by Procore when one of the 'Assigned To' people on an RFI submits a reply (see Reply to an RFI). Prior to this update, the 'View PDF' link was located next to the 'More Details' label towards the top of the email message. The 'View PDF' link has been removed. 

pl-quality-safety.png Construction Financials

Prime Contract
New 'Substantial Completion Dates' for Custom Prime Contract Report

Updated the Company and Project level Reports tools to add the 'Original Substantial Completion Date' and 'Revised Substantial Completion Date' to the 'Prime Contract - Available Columns' list when creating a custom report for the Prime Contract tool. This adds the columns to your report and also as a selection in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Prime Contract tool's Configure Settings page AND (2) the dates are accurate. 

pl-quality-safety.png Quality & Safety

Inspections
New Inspection Response Options (2/15/2018)

pl-field-productivity.png Field Productivity

Timesheets
Added Additional Field Checkboxes To The Timesheets Tool's Configure Settings Page (2/15/2018)
Deployed Minor Cosmetic Updates on Timesheets Tool (2/13/2018)

Updated the user interface for the Timesheets tool to add the 'Select <Field Name>' text to the label that appears on all drop-down lists. This clarifies the purpose of the field fro end users. Also added the asterisk (*) symbol to better highlight which fields require data entry. 

Deployed Minor Cosmetic Updates for the Create Timesheets Page (2/5/2018)

Updated the user interface on the Project level Timesheets tool's Create Timesheets page. This including minor cosmetic updates to the Search bar in the Employee drop-down list. Also applied changes to improve visibility of the Employee Name and Initials on each timesheet.

 

pl-app-marketplace.png App Marketplace

Dexter + Chaney Spectrum Connector
Updated Tooltip on 'Ready to Export' Page of Jobs Tab in ERP Integrations (2/12/2018)

Updated the 'Template' drop-down list on the 'Read to Export' page of the Jobs tab in the ERP Integrations tool so the tooltip now reads: "Select an existing Spectrum Job to supply the Division, Taxable Flag, Price Type, Customer, Cost Centers (if activated), and Customer fields for this export."

DocuSign
Added the 'Signature' and 'Date Signed' Fields to DocuSign Envelope (2/16/2018)
Status Changes to 'Approved' After Completed DocuSign Signature (2/14/2018)
Invoice Contact Now Populates DocuSign Envelopes for Requisitions (2/14/2018)
ERP Integrations
Updated ERP Status Banners (2/17/2018)

Updated the color scheme of the ERP Integration tool's status banners. See ERP Integrations: Updated Color Scheme for ERP Icons.

Updated ERP Integrations Tool's Sync For Prime Contract Amount (2/12/2018)

Updated the Prime Contract Amount on the 'Ready to Import' page of the ERP Integrations tool. The system now syncs new Prime Contract Amount data (if available) from the integrated ERP system on each scheduled sync and each on-demand sync for the ERP-integrated project. 

 
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