Release Notes for May 2024

View Project Connections

In the company's Admin tool, you can see which of your company's projects are connected to other projects in Procore. You can search and filter to find specific connections. See View Connected Projects and Search and Filter Connected Projects.

Assigning Fieldsets to Projects: Modal Performance & UI Improvements

A new modal is available when assigning fieldsets to projects. The new modal has a streamlined layout, clearer messaging, and loads more quickly, especially for companies with hundreds of projects. See Apply Configurable Fieldsets to Projects.

TOGGLE ROUNDING FOR QUANTITIES USING 'EA' UNIT OF MEASURE

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

View Notes and Summary in the Side Panel

You can now opt to view an estimate's notes and summary in a side panel, so you can see the estimate, notes, and summary at the same time. See View an Estimate.

blind Bidding Controls

You can now assign a Blind Bidding Manager to a bid package with blind bidding enabled. The Blind Bidding Manager will have the option to show and hide submitted bids inside of a bid package. They will also receive an email notification upon the creation of a bid package. Actions associated with blind bidding are also recorded in the change history of the bid package. These include: Blind bidding being turned on or off, and blind bidding managers being assigned, removed or replaced. See Show or Hide Blind Bids on a Bid Package.

Toggle Rounding for quantities using 'ea' Unit of Measure

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

Estimate Table View configuration

When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.

Coordination Issues Available In The Documents Plugin for Autodesk®

You can now view and manage coordination issues in Revit when using the Documents Plugin for Autodesk®. Some of the actions you can preform include opening coordination issues in Revit, making updates, adding comments, and clicking issues to see their locations within the model. See Getting Started Guide: Documents Plugin for Autodesk®

'Closed' status prevents responses

Procore users can no longer add responses to correspondence items with a 'Closed' status or a custom status that is mapped to 'Closed'. This reduces the possibility of missed information. 

Generate and Print QR Codes for Drawings

You can generate QR codes for your project's drawings, and print them to post them at a job site. Users can scan the QR Code with the Procore Mobile app and view the drawing on their mobile device. See Generate and Print QR Codes for Drawings, Scan a QR Code (Android), and Scan a QR Code (iOS).

Submittals Workflow configuration option for 'enable reject workflows'

Procore has released a submittals workflows configuration option called 'Enable Reject Workflows'. This feature detects when a workflow participant responds with a 'Rejected', 'Revise and Resubmit', or equivalent custom status, and then automatically sets the Ball in Court to the Submittal Manager for intervention. The Submittal Manager can then resume the workflow, set ball in court back to a previous step, or close and distribute (and optionally trigger a revision). When enabled, this feature impacts both active, in-progress workflows and workflows that have not yet started. See Enable Reject Workflows for details.

New! Sync Owner Invoices with the NetSuite® CONNECTOR

You can now export owner invoices from Procore directly to your integrated NetSuite® system using Procore's NetSuite® Connector. This feature will NOT be automatically available. Reach out to your Procore point of contact to request to enable this feature.

To learn more about how owner invoices are exported through the integration, see Export Owner Invoices from Procore to ERP and Detailed Data Mapping for NetSuite®.

NEW! export projects from bidding and estimating WITH the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR

Integration users now have the option to export projects created in Bidding or Estimating tools with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature. 

Budget Changes on Owner Invoicing

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in owner invoices, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Prime Contract Change Orders. This feature is only available for clients that are opted into the Modernized Owner Invoice Experience, and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Owner Invoices.

Customize OWNER INVOICE NUMBERING System ON MODERNIZED EXPERIENCE

For users on the modernized owner invoice experience, Procore has updated its invoice numbering system. Users can now create a customized numbering scheme that automatically increments to the next number in the sequence when creating future invoices. To learn more, see Can I customize the numbering system for financial objects in Procore?

Updated Export > PDF with Attachments Option for Subcontractor Invoices

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the invoice and attachments were ready. To learn more, see Export a Subcontractor Invoice.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES

When you create a new owner invoice, the row groups on the new invoice's Schedule of Values now mirror the user's most recent groupings from the previous invoice. This consistency makes data entry easier, especially when users create new invoices for progress payments. To learn how to create an invoice, see Create Owner Invoices. 

Timesheet Summary

When creating or editing a timesheet, users can now see a summary of the time entered for the timesheet, as well as daily and weekly hours for the employee across all projects. This gives teams on-site visibility into total hours logged for employees, mitigating downstream impacts during the review and approval process. See About Project Timesheets and Create a Timesheet.

New Layout for Time Off List

The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action, and includes improved sorting and filtering. See the 'Time Off' section in the Workforce Planning User Guide.

New Side-by-Side Layout on the Assignment Boards

You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.

Faster People Sync

When you make updates in the People List in the Workforce Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?

Faster Project Sync for Workforce Planning

For companies that have Workforce Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Workforce Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?