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Procore

Release Notes for 2023-08-14

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Below are notable changes for the Procore web application for the week ending Friday, August 11, 2023.

Core Tools

No notable changes.

Preconstruction

Estimating

Send estimate data to budget preview

There is a new preview window available when sending estimate data to the budget. This new feature allows you to view and adjust how estimate costs will be allocated to the project's budget. See Send an Estimate to the Budget. 

Apply WBS budget codes to Estimates

The new budget code feature let's you apply WBS budget codes to relevant estimate line items in Procore. Previously, estimate items were only connected to the cost code and cost type in the cost catalog. This feature strengthens Procore's Estimating connection with Procore’s Project Financials tools. See Procore Estimating: Apply WBS Budget Codes to an Estimate.

Project Management

Correspondence

Visual Updates to Correspondence Item Pages

Procore users now see a modernized design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History, and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.

Financial Management

ERP Integrations

Job Cost transaction detail syncing now available

Users can now sync job cost transaction data from Sage 100 Contractor® to Procore's Direct Costs tool. For more information, see Enable ERP Job Cost Transaction Syncing on a Procore Project, and Add Columns to a Budget View for ERP Job Cost Transaction Detail.

Workforce Management

Workforce Planning

New Employee Information on Look Ahead Report

State/Province information is now available in the Look Ahead Report, helping you better understand the location of your employees. See Export the Availability Look Ahead Report.

App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/