Release Notes for 2022-11-21

Activate and Deactivate budget codes

Users with 'Admin' level permissions on the Project Admin tool can now deactivate budget codes on a project. Deactivating budget codes prevents others from assigning an unneeded or unwanted budget code to the financial line items in Procore's Project Financials tools. Users also have the ability to reactivate codes as needed. Also included with this release is the option to update budget code descriptions from the project's Admin and/or Budget tools. See Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes.

NEW GRANULAR PERMISSIONS FOR PROJECT LEVEL Meetings TOOL

Procore has added new granular permissions for the Project level Meetings tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.

Search for Action Plan Items

Procore has added the ability to search for Plan Items within an individual Action Plan. Search for the titles of sections or items, or for acceptance criteria or notes to easily find the Plan Items you are looking for. To learn how, see Search Action Plan Items.

New Inspections Scheduler

With Procore’s new Inspection Scheduler, you can schedule future or recurring inspections using an existing Inspection Project Template. This new feature allows companies to automate inspection timelines, saving time and ensuring projects run on schedule. Read the Announcement and tutorials to Create an Inspection Schedule and View Inspection Schedules.

NEW! Release retainage on commitment invoices with PROJECT FINANCIALS + YARDI VOYAGER® CONNECTOR

Users can now initiate invoice retainage release from Procore, and the retainage release transactions will be automatically created in Yardi Voyager®.

For more information, see Release Retainage on a Commitment Invoice in Procore with the Project Financials + Yardi Voyager® Connector.

Invoice Management: Bulk Editing & Grouping Options for billing

For participants in the Beta experience for subcontractor invoices, Procore is pleased to announce new bulk editing and grouping options on the Schedule of Values (SOV). Updating invoices can be time consuming, especially when working with SOVs. With this update, users can now group SOV line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the SOV's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items. To learn more, see Invoice Management: Bulk Editing & Grouping Options for Billing.