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Procore

Release Notes for 2024-01-29

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Below are notable changes for the Procore web application for the week ending Friday, January 26, 2024.

Preconstruction

Estimating

Section Box Tool for 3D Models

The Section Box tool has been added when viewing a model in the Estimating tool. The Section Box tool allows builders and contractors to effectively visualize and analyze the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). Builders and contractors can identify potential clashes or conflicts between different systems before construction begins, helping to reduce errors and improve the overall efficiency of the building process. See View 3D Models in Estimating.

Financial Management

Payments

Added Manual Holds Filter

Procore has added a new 'Manual Holds filter to the Filters panel of the Subcontractor Invoices tab in the Company level Payments tool. To learn more, see Search for and Apply Filters on the Subcontractor Invoices Tab.

VIEW CHANGE HISTORY FOR PAYMENT REQUIREMENTS

A new Change History page records all of the updates to the Payment Requirements settings for the Company level Payments tool. To learn more, see View the Payment Requirements Change History.

New Property Owner Field in Invoicing Settings for Lien Waivers

Procore has added a new Property Owner field to the Invoicing tool’s Setting page. When a user marks the ‘Enable Conditional Lien Waivers’ or ‘Enable Unconditional Lien Waivers’ check box, the field becomes active and required. Users must type the name of the project’s property owner exactly as they want it to appear on the project’s lien waivers. See Enable Lien Waivers & Set Default Templates on Projects.

New Options for Condition Steps on Payments Workflows

Procore has added new conditions for custom Payments Workflows: Disbursement Amount, Highest Invoice Amount, or Highest Retainage Released. Workflow Managers can now add these conditions when creating workflows. To learn more, see Best Practices for Creating a Payments Workflow.

App Marketplace

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