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Procore

Release Notes for 2018-06-11

Below are notable changes to Procore for the week ending Friday, June 8, 2018.


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

pl-core.png Core

Admin
Updated the View Private Subcontracts & View Private Purchase Orders Granular Permission (6/5/2018) 

Updated the 'View Private Subcontracts' and 'View Private Purchase Orders' granular permission, which now allows users assigned either of those granular permissions to view all change orders associated with that subcontract and/or purchase order.

Directory
New 'View Payment Application Detail' Granular Permission (6/7/2018)

Updated the Company level Directory tool to add a new ‘View Payment Application Detail’ granular permission for the Prime Contract tool. This is visible and available to all Procore users will have slightly different impacts, depending upon whether the company's project is participating in the 'Payment Application's Configurable PDF/COIL/Grouping Beta program. To learn more, see Directory: New 'View Payment Application Detail' Granular Permission for Prime Contract Tool.

Updated the 'Welcome to Procore' Email (6/7/2018)

Updated the Project level RFIs tool to add an 'Open in App' link to all outgoing RFI emails. See Respond to a Welcome to Procore Email

Updated the View Private Subcontracts & View Private Purchase Orders Granular Permission (6/5/2018) 

Updated the 'View Private Subcontracts' and 'View Private Purchase Orders' granular permission, which now allows users assigned either of those granular permissions to view all change orders associated with that subcontract and/or purchase order.

Removed Trade Column for User Import Template (6/4/2018)

Updated the Company and Project Directory tool to remove the Trade (trade_name) column from the User Import Template. See Update the User Import Template.

pl-project-management.png Product Management

Drawings
Added a Lasso Tool to Markup (6/8/2018)

Updated the Project level Drawings tool to add a new markup tool called the "Lasso" tool. This allows the user to draw freeform shapes around the markup items they would like to bulk select.

RFIs
Added 'Open in App' Link to All Outgoing RFI Email Notifications (6/7/2018)

Updated the Project level RFIs tool to add an 'Open in App' link to all outgoing RFI emails.

Specifications
Updated Breadcrumb for Submittal Builder's Review Page (6/4/2018)

Updated the breadcrumb on the Submittal Builder's review page so it directs end users back to the Project level Specifications tool as expected. 

pl-construction-financials.png Construction Financials

Budget
Assign a Percentage Format to a Calculated Column (6/6/2018)

Users can now create a calculated column and assign the format to be a percentage in the Project level Budget and Forecast tools. 

Commitments
Export PDFs Now Include Signed PDFs from DocuSign (6/7/2018)

Updated the Project level Commitments & Prime Contracts tool for the Procore + DocuSign integration. Now, when a commitment or prime contract has been signed by all recipients, the Export PDF option will export the signed PDF of the contract and any attachments sent to DocuSign.

Prime Contract
New 'View Payment Application Detail' Granular Permission (6/7/2018)

Updated the Company level Directory tool to add a new ‘View Payment Application Detail’ granular permission for the Prime Contract tool. This is visible and available to all Procore users will have slightly different impacts, depending upon whether the company's project is participating in the 'Payment Application's Configurable PDF/COIL/Grouping Beta program. To learn more, see Directory: New 'View Payment Application Detail' Granular Permission for Prime Contract Tool.

Prime Contract Change Orders (PCCOs) Now Show the Origin Code (6/7/2018)

Updated the Project level Prime Contract tool so it now displays an Origin Code (a.k.a., External ID) , which is a requirement for integrated Prime Contract Change Orders. This is now consistent with the existing display for Commitment Change Orders.

Export PDFs Now Include Signed PDFs from DocuSign (6/7/2018)

Updated the Project level Commitments & Prime Contracts tool for the Procore + DocuSign integration. Now, when a commitment or prime contract has been signed by all recipients, the Export PDF option will export the signed PDF of the contract and any attachments sent to DocuSign.

pl-quality-safety.png Quality & Safety

Daily Log
Upload Photos Window Now Includes a 'Taken At' Date Field (6/7/2018)

Updated the Project level Daily Log tool to add a Date field in the Upload Photos window that now shows the 'taken_at' date(s) when the information is available for the photo(s).

Inspections
Added 'Signer(s)' and Signature Status to Inspections List (6/7/2018)

Updated the Project level Inspections tool to add a Signer(s) column to the List and Recycle Bin view. The column now lists all designated Signer(s) and also shows a 'Signed' status. If unsigned, the area to the right of the person's name is blank.

pl-field-productivity.png Field Productivity

No notable changes.

pl-app-marketplace.png App Marketplace

Integration Name
Export PDFs Now Include Signed PDFs from DocuSign (6/7/2018)

Updated the Project level Commitments & Prime Contracts tool for the Procore + DocuSign integration. Now, when a commitment or prime contract has been signed by all recipients, the Export PDF option will export the signed PDF of the contract and any attachments sent to DocuSign.

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