Release Notes for July 2024

Core Tools

Tasks

MODERNIZED Tasks Experience

Procore has released several design and performance updates to the Tasks tool. These updates provide users with a more consistent and optimized experience when searching, navigating, and creating Tasks, as well as when updating settings, making comments or changing the status of a task.

Preconstruction

Bid Board

CONFIGURABLE ESTIMATING VIEWS

Configurable estimate table view templates can now be created in the Bid Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Bid Board.

ESTIMATING CONCURRENT USER ACCESS

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

Bidding

Invite Canadian Businesses on the Procore Construction Network to Bid

Users can invite Canadian businesses to bid on their projects using the Bidding tool. See Add Bidders from the Procore Construction Network to a Bid Form.

Estimating

Configurable Estimating Views

Configurable estimate table view templates can now be created in the Bid Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Bid Board.

Estimating Concurrent User Access

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

Project Management

Inspections

INSPECTIONS FIELD ACCOUNTABILITY VALUE RELEASE

You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as attachments on company level templates, and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability. See Create a Company Level Inspection Template.

Financial Management

ERP Integrations

Improved Commitment Process with Sage 300 CRE®

Commitments are now posted automatically during the transmission process for a more streamlined export experience. Previously, commitments had to be posted manually, which created many disruptions. This update requires Sage 300 CRE® 23.2 or greater. Contact your Procore point of contact to get started today.

Invoicing

Change Order Titles Now Display on Owner Invoice PDFs

Now, when you export owner invoice PDFs, you will see the complete titles of your change orders, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Prime Contract Change Order, Potential Change Order, or Change Order Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Owner Invoices.

Improved Subtotals Display on Owner Invoice PDFs

To enhance the consistency and clarity of continuation sheets on exported owner invoice PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organized presentation. To learn how to export an owner invoice, see Export Owner Invoices.

Workforce Management

Workforce Planning

Create a Labor Plan

Creating a labor plan helps to visualize you labor and forecasting needs, and allows you to simplify project setup by bulk creating workforce requests. You can create a labor plan from the Project Details and Assignments Gantt. After you have created your labor plan and filled your workforce requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt. See Create a Labor Plan.

App Marketplace

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