Release Notes for 2024-02-05

Bid Form Sections

In projects using Bid Management Enhanced Experience, you can now add sections to bid forms. See Create a Bid Form. 

Sections provide greater flexibility and better organization for line items. Sections are also useful if you want to send one bid form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for bid packages created after this date. 

New Templates for action plans

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Override subcontractor invoice number before sending To erp

Procore's ERP integrations now offer the ability to override the subcontractor invoice number before sending an invoice to the ERP integration. This will ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system. 

Shift Project Dates for a Future Project

Workforce Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates for a Future Project.