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 month of May 2024.
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.
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.
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.
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.
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.
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.
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.
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®
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.
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).
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.
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®.
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 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.
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?
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.
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.
Procore has updated the Payments area of the Financials Dataset in Enhanced Reporting. New objects are now available for Contract Compliance and Payments Beneficiary. You'll also see fields for the Contract Compliant and Insurance Compliant statuses in the Payment Requirement object. To learn more about the join relationships for each object, refer to the Financials page in the Procore Enhanced Reporting: Data Guide.
Procore has updated the Payments area of the Financials Dataset in Enhanced Reporting. New fields have been added to the Contract Compliance object. The new fields are: Attachment Count, Date Updated, Effective At, Expires At, ID, Name, Notes, Send Expiration Notification, Status, and Type. To learn more about the join relationships for each object, refer to the Financials page in the Procore Enhanced Reporting: Data Guide.
Procore added the 'Safety' option to the 'Type' drop-down list when viewing the Details pane in the Contract Compliance Documents card of a subcontractor invoice. With this addition, you can easily upload and classify important safety documents, enhancing your compliance process. To learn more, see Create Contract Compliance Documents for Commitments as an Invoice Administrator and Edit Contract Compliance Documents for Commitments as an Invoice Administrator.
To streamline the payor's understanding of the payee onboarding process, the Beneficiaries tab in the Payments tool now only lists subcontractors invited to join Procore Pay and contractors who have already initiated a connection. The 'Invite to Pay' prompt was also updated to show a gray banner when subcontracting companies are already connected and preselects the company's authorized contact for your invite. See About the Beneficiaries Tab in the Payments Tool and Invite Beneficiaries to Procore Pay.
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.
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.
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.
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?
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?
Visit the Procore App Marketplace: https://marketplace.procore.com/