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Procore

Release Notes for 2021-04-26

iOS | Android | API | Imports | Drive | Sync


Below are notable changes for the Procore web application for the week ending Friday, April 23, 2021.

Core Tools

No notable changes.


Preconstruction

No notable changes.


Project Management

Coordination Issues

View Coordination Issues in the Web Viewer of the Models Tool

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

New Procore Default Fields for Coordination Issues

Procore has added 3 new fields to the Coordination Issues tool (Priority, Type, and Trade) that can be used for entering additional information The 'Priority' and 'Type' fields have a fixed set of values, while the 'Trade' field includes any trades currently listed in your organization's Company Settings. See Add a Custom Trade.

The new fields are automatically enabled for the Procore Default fieldset, meaning they will appear on any projects that are not currently using a custom fieldset. If you want to adjust the fields, you can create a new configurable fieldset to apply to projects. See Create New Configurable Fieldsets.
Note: The new fields are not automatically enabled for fieldsets that were previously created. See Edit Configurable Fieldsets if you want to add the new fields to existing fieldsets. 

Drawings

Visual Changes to the Markup Selection Options

Procore has updated the color and design of the markup options that are shown when a markup is selected on a drawing in the Drawings tool. See Mark Up a DrawingLink Items on a Drawing, or Edit Drawing Markups.

Models

View Coordination Issues in the Web Viewer of the Models Tool

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

Observations

Models and Coordination Issues Origin Type Filters Added to Observations Tool

Procore has added Models and Coordination Issues as filter options in the project's Observation tool. Users can now select these Origin Types from the dropdown when filtering from the Observations List page, see Create an Observation.


Financial Management

Budget

Advanced Forecasting Features Now Available by Default

Project teams can now Set Up a New Forecasting View to Apply Advanced Forecasting Curves on a new Forecasting tab of the Budget tool. This feature helps project teams evaluate current and future budget conditions. The features were initially announced and available in June 2020 as a limited release to Procore customers who specifically requested the features be turned ON. Now, it is available to all Procore users by default. To learn more, see Project Financials: Advanced Forecasting Available by Default.

Change Events

Download a PDF Copy of a T&M Ticket from a Change Event 'Description'

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.


Resource Management

T&M Tickets

Download a PDF Copy of a T&M Ticket from a Change Event 'Description'

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.


App Marketplace

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