Release Notes for 2021-05-31
iOS | Android | API | Imports | Drive | Sync
Below are notable changes for the Procore web application for the week ending Friday, May 28, 2021.
Core Tools
No notable changes.
Preconstruction
No notable changes.
Project Management
Action Plans
Action Plans Notification: Assigned Item Due Today
Users can now send notifications from the Action Plans tool to assignees who have an item due. See Action Plans Notifications.
Models
Show or Hide Objects on a Model in the Web Viewer
Similar to the functionality of the mobile viewer for the Models tool, Procore has added an 'Objects' feature to the web viewer. This feature allows you to view a file tree of objects from the model file so that you can show or hide specific elements while viewing the model. See View a Model.
Financial Management
Commitments
Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment
Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor SOV to a Commitment and Update a Subcontractor SOV as an Invoice Contact. To learn about budget codes, see What is a budget code?
Added 'Budget Code' to Financial Markup
Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs). To learn about budget codes, see What is a budget code?
ERP Integrations
Edit Prime Contract SOV with Sage 300 CRE®
Companies integrated with Sage 300 CRE® now have the ability to edit SOV items after a prime contract is imported from Sage 300 CRE®. Once the prime contract is imported into Procore, accounting approvers now have the ability to add and edit budget codes and descriptions allowing companies to fully utilize the features of Procore Financials tools. These updates can be made from the Prime Contracts tool under the Schedule of Values tab.
Invoicing
Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment
Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Create a Subcontractor SOV and Add a Subcontractor SOV to a Commitment as an Invoice Contact. To learn how to enable the 'Subcontractor SOV' tab on a purchase order or subcontract, see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool. To learn about budget codes, see What is a budget code?
Prime Contracts
Added 'Budget Code' to Financial Markup
Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Prime Contract Change Orders (PCCOs). To learn about budget codes, see What is a budget code?
Resource Management
No notable changes.
App Marketplace
Visit the Procore App Marketplace: https://marketplace.procore.com/