Release Notes for 2022-07-18
iOS | Android | API | Imports | Extracts | Drive | Sync | Data Extract
Below are notable changes for the Procore web application for the week ending Friday, July 15, 2022.
Core Tools
Directory
'People' Tab and 'Default Bid Invitee List' Renamed on Company Records
On company records in the Company level Directory tool, Procore has renamed the 'People' tab and the 'Default Bid Invitee List'. The 'People' tab is now called 'Users' and the 'Default Bid Invitee List' is now called 'Bid Contacts'. See Add a Company to the Company Directory and Set Bidder Information at the Company Level.
Preconstruction
No notable changes.
Project Management
No notable changes.
Financial Management
Change Events
CREATE CUSTOM SAVED VIEWS OF MODERNIZED CHANGE EVENTS LIST
On Tuesday, July 12, 2022, Procore started a phased release of a new capability within the Change Events Modernized List View. The new change events view is gradually being released to all Change Events users. This feature allows companies to create and save custom views of the Change Events Modernized List View. To learn more, see Change Events: Create Custom Saved Views of Modernized Change Events List.
Create Configurable Fieldsets, Custom Fields, and Custom Sections for Change Events
Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Change Events tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets and Which fields in the Change Events tool can be configured as required, optional, or hidden? Procore has also added the ability to create custom fields in the Company level Admin tool for the project's Change Events 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, Procore has added the ability to create custom sections for the project's Change Events tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a change event's 'General Information' section. See Create Custom Sections.
Invoicing
New Custom Fields & Configurable Fieldsets for Subcontractor Invoicing
Procore has added the ability to create custom fields in the Company level Admin tool for the Project level Invoicing tool. The new custom fields function like other custom fields in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Invoicing.
Resource Management
No notable changes.
App Marketplace
Visit the Procore App Marketplace: https://marketplace.procore.com/