Release Notes for 2021-08-16
iOS | Android | API | Imports | Extracts | Drive | Sync
Below are notable changes for the Procore web application for the week ending Friday, August 13, 2021.
Core Tools
Admin
Create Custom Fields and Custom Sections for the 'Project' Fieldset
Procore has added the ability to create custom fields in the Company level Admin tool for the 'Project' fieldset. Changing the 'Project' fieldset modifies the 'Project Details' page (used when creating new projects) and for the 'Project Settings > General' page (used when updating projects) in the Project level Admin tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore added the ability to create custom sections for the 'Project' fieldset. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections will be displayed below the 'Advanced' section on the 'Project Details' and 'Project Information' pages. See Create Custom Sections.
Preconstruction
No notable changes.
Project Management
RFIs
New PDF Export Option to Include RFI Attachments
Procore has updated the options available when exporting an individual RFI to now include any or all attachments that were added to the RFI or its responses. If all attachments selected are PDFs, the export can combine the attachments (along with a Procore-generated summary PDF of the RFI) into one PDF file. Alternatively, the attachments (any combination of PDFs and other supported file formats) and the Procore-generated summary PDF can be exported as separate files in a .zip folder. See Export an RFI.
Financial Management
Commitments
new Configurable Fieldsets for Commitments Tool
Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Commitments tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. For a list of fields that are configurable, see Which fields in the Commitments tool can be configured as required, optional, or hidden?
Prime Contracts
new Configurable Fieldsets for Prime Contracts Tool
Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Prime Contracts tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. For a list of fields that are configurable, see Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?
Resource Management
No notable changes.
App Marketplace
Visit the Procore App Marketplace: https://marketplace.procore.com/