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Procore

Release Notes for 2021-07-19

iOS | Android | API | Imports | Extracts | Drive | Sync


Below are notable changes for the Procore web application for the week ending Friday, July 16, 2021.

Core Tools

Admin

NEW CONFIGURABLE FIELDSETS FOR TIMESHEETS AND MY TIME TOOLS

Your company's Procore Administrator now has the ability to create configurable fieldsets for the Timesheets and My Time tools. This new feature enables your company to define which fields are RequiredOptional, or Hidden in these tools. In addition, you can also configure unique settings for each tool (in the past, these tools were required to share the same settings). For details, see Admin: New Configurable Fieldsets for the Timesheets and My Time Tools


Preconstruction

No notable changes.


Project Management

Action Plans

Additional role columns have been added to the notification matrix

Notifications for the project's Action Plans tool can now be configured for the following roles (in addition to Assignees) on an action plan:

  • Creator
  • Plan Manager
  • Plan Approver
  • Plan Receiver

Three new notifications have been added for Action Plans tool

Action Plan users now have the ability to configure the following new notifications:

  • # of days until an item is due
  • All assignee signatures for a plan have been collected
  • An assignee was assigned items to a previously published plan

Financial Management

ERP Integrations

ADDED 'BUDGET CODE' TO FINANCIAL MARKUP FOR ERP INTEGRATIONS

Procore has started to gradually roll out an updated Financial Markup user interface to all Procore customers using Procore with the Company level ERP Integrations tool. This update added 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 in the Commitments tool, see Add Financial Markup to Commitment Change Orders (CCOs) and 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/