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Procore

Release Notes for 2018-09-05

Below are notable changes to Procore for the week ending Friday, August 31, 2018.


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

pl-core.png Core

Admin
Removed 'Basis Point' Section from PDF Export for Expense Allocations (8/31/2018)

Updated the Company level Admin tool to make a change to the Expense Allocations feature under Administrative Settings, which removed the 'Basis Point' section from the PDF file that can be exported.

New Single Sign On Configuration Link Under Administrative Settings (8/29/2018)

Updated the sidebar in the Company level Admin tool. Under Administrative Settings, the new Single Sign On Configuration link lets Procore Administrators configure their company account's SSO settings. See Configure Single Sign On.

Directory
Added Doing Business As (DBA) Info to the Companies Tab (8/30/2018)

Updated the Company and Project level Directory tools to add the Doing Business As (DBA) column to the Companies views. See Directory: Added Doing Business As (DBA) Info to the Companies Tab.

Added Alert to Prevent Users from Adding Duplicate Contacts (8/29/2018)

Updated the Company and Project level Directory tool so it now displays an alert message to warn the user that a duplicate contact record might exist. This helps to prevent project users who have been granted permission to create new contract in Procore from inadvertently creating duplicates.

pl-project-management.png Product Management

No notable changes.

pl-construction-financials.png Construction Financials

Budget
Added Filters to the Budget Tool's Change History (8/30/2018)

Updated the Budget tool's Change History tab to add a Cost Code and Cost Type filter.

Added an 'ERP Integrations' Link Under Configurations in the Budget Tool's Sidebar (8/27/2018)

If your company's Procore account has enabled the Company level Integrations tool, users with 'Read Only' level permission or higher to the ERP Integrations tool will now be able to click a new 'ERP Integrations' link under the 'Configurations' section of the Budget Tool's sidebar. This provides end users with quicker access to the ERP Integrations tool. 

Commitments
New Alert Messages for Links in Emails Sent from the Commitment's Tool (8/30/2018)

When a project collaborator (i.e., a subcontract) has been sent an email about a commitment and has not been granted the appropriate permissions to view that information, the system now provides the user with an alert message when he or she clicks the View in Procore or View Online links. To request permissions, the collaborator should contact the company's Procore Administrator.

ERP Integrations
Added an 'ERP Integrations' Link Under Configurations in the Budget Tool's Sidebar (8/27/2018)

If your company's Procore account has enabled the Company level Integrations tool, users with 'Read Only' level permission or higher to the ERP Integrations tool will now be able to click a new 'ERP Integrations' link under the 'Configurations' section of the Budget Tool's sidebar. This provides end users with quicker access to the ERP Integrations tool. 

Prime Contract
Removed 'Create Invoices' Button (8/29/2018)

Removed the legacy "Create Invoices" button on the Invoices (Payment Applications) index page under Prime Contract.

pl-quality-safety.png Quality & Safety

Daily Log
Moved Reports to a Drop-Down Menu in the Daily Log (8/30/2018)

Updated the Daily Log tool by moving Reports to a drop-down at the top of the page.

Added Select Component To Manpower Log (8/27/2018)

Added the ability to select a Company/Contact in the Daily Log tool's Manpower Log.

Punch List
Overdue Punch Emails Will Not Send To Assignees Who Haven't Received Original Punch Notification Email (8/27/2018)

Previously, all Assignees were notified if they had overdue items. Now, Assignees will only receive the overdue email if they received the original Punch notification email. 

pl-field-productivity.png Field Productivity

Timesheets
Added Metric Units for Budget Quantities in Production Quantity Report (8/27/2018)

Added metric units to the Budgeted Quantities section of the import file for the Production Quantity Report. The following units have been added: m: Meter, m^2: Square Meter, m^3: Cubic Meter, mm: Millimeter, Kg: Kilogram, and t: Tonne.

pl-app-marketplace.png App Marketplace

No notable changes. 

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