Release Notes for 2023-11-20
See Procore's Release Notes for:
iOS | Android | API | Imports | Extracts | Drive | VDC Plugin | Documents Plugin | Data Extract
Below are notable changes for the Procore web application for the week ending Friday, November 17, 2023.
Core Tools
Admin
Updated Estimating Settings
Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.
Preconstruction
Bid Board
Move Takeoff Layers to a New Group
You can move takeoff layers to a new group. See Manage Takeoffs.
Updated Cost Code and Cost Type Settings
Cost codes and cost types can now be configured for the Bid Board tool with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Bid Board Settings.
Estimating
Move Takeoff Layers to a New Group
You can move takeoff layers to a new group. See Manage Takeoffs.
Updated Estimating Settings
Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.
Project Management
Submittals
SUBMITTALS simplified close and distribute process
Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where the distribution list is automatically added to the CC field, you can choose to create a revision upon distribution, and you can select which responses, comments, and attachments to include. See Distribute a Submittal.
Financial Management
Payments
Share Lien Waiver Signature Authority
Because invoice contacts might not have the authority to sign a lien waiver for the subcontracting company, contacts can now grant signature authority to multiple potential signatories. Procore Pay collects one (1) signature on lien waivers. The first individual to sign the waiver completes the signature process. To learn more, see Share Lien Waiver Signature Authority.
No notable changes.
Workforce Management
No notable changes.
App Marketplace
Visit the Procore App Marketplace: https://marketplace.procore.com/