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Procore

Release Notes for 2019-03-04

Below are notable changes to Procore for the week ending Friday, March 1, 2018.


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

Core Tools

No notable changes.

Product Management

Bidding
Added the Ability for ERP Enabled Projects to Convert Bids to Purchase Orders (3/4/2019) 

Added the ability for users with Bidding Admin permissions on ERP enabled projects to convert bids to purchase orders. See Award a Winning Bid and Convert into a Purchase Order.

Documents
Updated Process for Uploading Files and Creating Folders (02/27/2019)

The Documents tool has been redesigned with a more streamlined process for adding files and folders. The modernized upload process allows for more reliable uploads for larger files, and will allow for upcoming improvements. Additionally, having file uploads and folder creation accessible from the same drop-down menu at the top of the page offers a more consistent and intuitive user experience. See Documents: Updated Process for Uploading Files and Creating Folders.

Construction Financials

Change Orders
Showing Change Order SOV Line Item Detail on PDFs

This improvement allows clients to disable the setting for the Prime Contract while enabling the setting for the Commitment tools (or vice versa). Previously, one setting controlled both the Prime Contract and the Commitment tools.

Quality & Safety

Observations
Designate Fields as Required, Optional, or Hidden 

Users with Admin permission on the Company level Admin tool can now designate which fields in the observations tool should be considered RequiredOptional, or Hidden. These "fieldsets" can be set for each Observation Category and affect both the Procore web application and Procore Mobile. See Configure Observation Fieldsets.

Field Productivity

Coordination Issues

If you elevated a coordination issue to an RFI and need to disassociate it from the RFI that it was linked to, you can now unlink the RFI from the coordination issue. This will remove the connection between the two items and change the status of the coordination issue to "Open." See Coordination Issues: Unlink a Coordination Issue from an RFI

App Marketplace

No notable changes.

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