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Procore

Release Notes for 2018-08-06

Below are notable changes to Procore for the week ending Friday, August 3, 2018.


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

pl-core.png Core

Admin
Mark Observation Types as Active or Inactive (8/3/2018)

Added the ability to mark Observation Types as active or inactive in the  Company level Admin tool.

New Expense Allocation Feature for 'Admin' Users (7/26/2018)

Users with 'Admin' level permission on the Company level Admin tool can now create an expense allocation to give you the ability to bill your Procore technology costs to an owner. See Admin: New Expense Allocations Feature for Billing Procore Technology Costs to the Project Owner.

Reports
Added Signature Information to Inspection Reports (8/3/2018)

Added the Signature Request and Signed By field to Inspection reports in the Reports tool.

Added Export Button to 'Labor Budget to Actual Report' (8/3/2018)

Added an Export button to Labor Budget to Actual Report. The report can be exported in CSV or PDF format.

Enlarged PDF Thumbnails of the Photos Tool on the Reports Tool (8/1/2018)

In the Reports tool, changed the PDF export layout for the photos tool to enlarge the thumbnail so they are now large enough to view on the PDF.

Added Sub Jobs Column to Financial Line Item Summary (7/30/2018)

Previously, users could not view, group, or filter sub jobs on their Financial Line Item Summary custom report. We've updated the tool so they can now add the sub job column to view, group, and filter this report by sub jobs.

pl-project-management.png Product Management

Submittals
Sub Job Now Displays on Submittals View Page (8/2/2018)

Sub job name now displays on the submittal show page.

Added Wildcard and Exact Match Search (7/31/2018)

Updated the Project level Submittals tool to add trailing asterisk (*) and exact match (" ") search. See Submittals: Use Exact Match (" ") and Asterisk (*) Wildcard Characters in Search Queries.

pl-construction-financials.png Construction Financials

No notable changes.

pl-quality-safety.png Quality & Safety

Inspections
Added Signature Information to Inspection Reports (8/3/2018)

Added the Signature Request and Signed By field to Inspection reports in the Reports tool.

pl-field-productivity.png Field Productivity

Timesheets
Added Export Button to 'Labor Budget to Actual Report' (8/3/2018)

Added an Export button to Labor Budget to Actual Report. The report can be exported in CSV or PDF format.

Cost Codes Now Auto-Selected When User Clicks Add Quantities (8/2/2018)

Procore now auto-selects the available cost codes when a user clicks "Add Quantities" on a Timesheet. This removes a step of selecting the available cost codes from the drop-down so that the quantities can be filled out faster.

pl-app-marketplace.png App Marketplace

Procore + Viewpoint Vista
Added Commitment Export Custom Date Picker (7/30/2018)

Added accounting date to the ERP commitment and change order metadata so third-party Procore integrators now have the ability to select a batch date and send that data when a commitment or change order is exported.

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