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Procore

Release Notes for 2020-03-23

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Construction Platform Release Notes

Below are notable changes for the Procore web application for the week ending Friday, March 20, 2020.

Core Tools

Directory
Assign Classifications to Users and Contacts

Users with 'Admin' level permissions on the Company level Directory tool can now assign classifications to users and contacts. See Edit a User Account in the Company Directory and Edit a Contact in the Company Directory. Users with the appropriate permissions on the Project level Directory tool can assign classifications to a project's users and contacts. Edit a User Account in the Project Directory and Edit a Contact in the Project Directory. Classifications are configured in the Company level Admin tool. See Add a Classification.

'Contacts' and 'Inactive Contacts' Tabs Added to Directory

The new 'Contacts' and 'Inactive Contacts' tabs in the Directory tool are populated with contacts (formerly known as 'reference users') created from one or more projects' Incidents and Crews tools. Users with 'Admin' level permissions on the Company level Directory tool can edit, inactivate, and reactivate contacts. See Edit a Contact in the Company DirectoryInactivate a Contact in the Company Directory, and Reactivate a Contact in the Company Directory. Contacts can be edited in the Project level Directory by users with the appropriate permissions. See Edit a Contact in the Project Directory.


Preconstruction

Prequalifications
Added Configuration Settings to the Prequalifications Tool

Users with 'Admin' level permissions on the Prequalifications tool now have he option to hide qualification information (i.e., the 'Prequalification Status' and the expiration date) in the Prequalification Portal tool from companies that were invited to prequalify. See Configure Advanced Settings: Prequalifications.


Project Management

Inspections
New Company Level Inspection Template

Procore has added a new inspection template called '[Procore] Jobsite Cleanliness and Preparedness Checklist'. This inspection template has been automatically added to the Company level Inspections tool for all companies with the Inspections tool enabled. See How can I use the '[Procore] Jobsite Cleanliness and Preparedness Checklist' inspection template on my project?

Meetings
Ability to Add Zoom Link to Meetings

To better facilitate remote video conferencing calls with attendees, a 'Zoom Link' field has been added to the project's Meetings tool where you can enter a link to a Zoom® meeting. See Create a Meeting. The video conferencing link will also appear in the 'Distribute Agenda' email notification and on the meeting PDF.
Note: The full URL of the Zoom meeting (starting with https://) must be included in order for it to display as a hyperlink.


Financial Management

No notable changes.


Resource Management

No notable changes.


App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/

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