May 2026

Procore AI & Datagrid - Create and Edit Additional Procore Records (05/22/2026)

Datagrid now supports a broader range of agentic actions in Procore across workflows, including observations, incidents, action plans, RFIs, direct costs, invoices, punch items, correspondence, payment applications, commitment invoices, and more. When creating or updating Procore items, the system now prefills more fields based on your project context and provides clearer, user-friendly labels, such as showing the actual name of a custom field rather than technical placeholders like custom_field. In addition, dropdown options are more complete and required fields are easier to identify, reducing manual cleanup and helping you complete tasks accurately on the first try.

Procore Pay - Enhanced Procore Pay Beta Features for Improved Compliance Management (05/22/2026)

The Procore Pay New Features program within Procore Explore now includes advanced capabilities for tracking unconditional waivers and managing subcontractor payment readiness. The Procore Pay Beta Features update also introduces a new bulk action for requesting unconditional waivers, a "remind" action for lien waivers, and an updated Beneficiary Review screen for deeper visibility. Additionally, enhanced dashboard filters and a new payment readiness email feature are designed to help General Contractors efficiently identify and follow up on pay-ready invoices or outstanding compliance requirements.

Procore AI & Datagrid - Faster Response Times and Improved Accuracy (05/22/2026)

To provide more consistent answers, we optimized how our agents process your requests. By refining how the system selects tools and handles complex queries, you’ll find that the agent is more responsive, often requiring fewer follow-up prompts to get the result you need. These improvements are being phased into production rollouts and are especially impactful for Procore tasks, where some workflows are now performing up to 3x faster than before.

Procore AI & Datagrid - Smarter Fields in Action Panels (05/21/2026)

Refinements to the in-chat action panel experience make submitting and reviewing project updates more predictable when using Datagrid's Standalone AI and AI in the Procore sidepanel. RFI due dates now automatically follow "business-day" logic rather than simple calendar counts, resulting in more realistic deadlines and likely less manual correction. We also improved how fields behave within Drawing and Commitment workflows, so forms stay more aligned with the specific task at hand. Additionally, for workflows requiring manual approval, the system now reports status more reliably across all channels, avoiding "silent" or incomplete responses during the review process.

Procore AI & Datagrid - Enhanced Stability for Procore-Datagrid Connected Workflows (05/21/2026)

We’ve strengthened the connection between Datagrid and Procore to support greater robustness during high-frequency tasks. These updates specifically optimize attachment handling, context sharing, and authentication flows to reduce friction when moving data between systems. This gives a smoother, more dependable experience for teams managing complex project data across platforms.

Procore AI & Datagrid - New Credit Guardrails and Account Visibility (05/21/2026)

Managing your account resources is now more predictable with new guardrails and displays designed to keep your projects moving. Datagrid now automatically verifies your credit balance before launching larger tasks, such as high-volume file uploads. By checking your balance upfront, the system prevents these resource-heavy operations from starting if credits are insufficient, avoiding mid-task failures and project interruptions.

To help you plan with more certainty, the Manage Plan view now displays the calendar date your monthly credits will refresh. Your subscription plan name is also visible right inside the sidebar directly above your credit meter, making it easy to check your account type at a glance.

Datagrid - Smarter Invitations and Mass Permission Management (05/21/2026)

We refined the Datagrid standalone product's workspace management tools to make organizing large teams and shared resources simpler. Administrators can now utilize multi-select functionality to perform bulk role edits for team members, significantly accelerating the onboarding and permissions process. Additionally, Datagrid now prevents duplicate invitations to existing team members and provides more complete management options for shared Pages (including Rename, Duplicate, and Delete), helping your AI workspace remain organized and predictable.

Procore AI & Datagrid - Faster Data Syncing for AI Usage and Credit Reports (05/21/2026)

New synchronization enhancements within our reporting engine now provide even greater precision across your analytics dashboards. Dataset row counts reflect source changes more rapidly, so our AI can provide you with more consistent credit and activity summaries when auditing usage on large projects. These refinements improve data confidence and streamline the process of preparing updates on project health.

Procore AI & Datagrid - Smarter Request Routing (05/20/2026)

We refined Ask mode to keep it focused on retrieval and quick explanations while also having continuity when your conversation with AI shifts to more complex workflows. While all core functionality remains the same, your interactions are now more intuitive and tailored to your specific goal.

Procore AI & Datagrid - Improved Authentication Stability and Access Controls (05/20/2026)

We’ve strengthened our security framework to give administrators more precise control over how data is accessed by AI via the API. By refining how permissions are managed, you can now ensure every user and integration has the exact level of access they need. Additionally, we’ve improved our sign-in and session handling to be more dependable, significantly reducing unexpected timeouts and "session refresh" errors to keep your AI interactions active and interruption-free.

Document Management - Manual Placeholder Creation, Viewer Access, and Change History Updates (05/20/2026)

Procore has enhanced the Document Management tool to support manual creation of Placeholders directly from the uploads tab, providing an additional option to create one-off placeholders rather than requiring a bulk import for single items. This update also introduces the ability to duplicate placeholder rows to quickly create multiple items with similar attributes and provides the ability to view and open uploaded files in the Document Viewer before they are submitted. Additionally, the Change History for documents now captures specific placeholder events, including creation, file uploads into placeholders, status changes, and final submissions, providing a comprehensive audit trail for the entire document lifecycle. 

Procore AI & Datagrid - Improved Stability and Upload Reliability (05/20/2026)

We made several platform updates to make Datagrid faster and more dependable, even during your busiest work hours. These improvements help the system better handle high volumes of data, specifically by automatically retrying and completing file uploads that might have previously stalled during peak activity. By strengthening our underlying infrastructure and proactive security measures, we’ve reduced the likelihood of technical disruptions, giving your team a more consistent and secure experience when managing large project files. These changes affect Datagrid Standalone and Datagrid AI in Procore.

Document Management - Auto-Apply Metadata for Subsequent Document Revisions (05/20/2026)

Procore has updated the Document Management tool to automate metadata syncing and improve team collaboration. With this release, the system now:

• Inherits metadata automatically: New document versions instantly pull metadata from the latest revision of a matching document name.

• Moves revisions dynamically: Relocates a revision to a different document record when the Name or Naming Standard fields are updated, triggering a confirmation modal and resyncing the metadata to the new target.

• Expands placeholder access: Allows any member of the designated originator company with upload permissions to view and upload to company-assigned placeholders. This removes the restriction that limited access solely to the creator or assignee.

Procore AI & Datagrid - Extended API Tools for Teams Building Custom Agents (05/19/2026)

We extended our API capabilities to give technical teams more flexibility when connecting Datagrid to external tools. In addition to new support for public webhooks, we have exposed new API endpoints related to AI-driven document reviews. Our technical resources also have clearer guidance on file upload limits and model behaviors, providing a more straightforward path for developers to build automated, high-confidence workflows.

Improved Visibility of Workflow Template Tool Type (05/19/2026)

Procore added a new Type column to the Workflow Template Management page to clearly show which tool type each workflow template was assigned to. To learn more, see Search and Filter Workflow Templates.

Procore Pay - Waiver eNotarization with OneNotary Generally Available (05/19/2026)

Following a successful Beta, Procore Pay now includes eNotarization for lien waiver documents through the OneNotary integration, which is available for all Procore Pay users. This feature is designed to help users manage the execution of lien waivers via in-person or remote online notary services. To configure this feature, navigate to the Company-level Payments tool and enable eNotarization within the Lien Waiver settings.

Procore Explore Early Access Stage Pill and Filter (05/19/2026)

Procore introduced a new “Early Access” program and Product Lifecycle stage in Procore Explore to help Company Admins access GA-quality improvements sooner. Procore Explore Early Access displays a new status pill on feature cards and in the detail panel, and added an “Early Access” option to the global filter so Company Admins could quickly isolate these features. To learn more, see Manage Features With Procore Explore.

Maps - Persisted Map Filters for Improved User Experience (05/19/2026)

Procore has enhanced the general Procore Maps tool (Web) with persisted map filters. Maps now support your geofence and in-view map filters. When you refresh the browser or navigate away and return, the map automatically re-centers and zooms back to the exact area and filters you were using, instead of resetting to the default view. 

Previously, getting the map into the right view involved multiple clicks, and the data was lost every time you refreshed or moved between tools. Persisted map filters save time, reduce repetitive setup, and keep users focused on the locations that matter most, improving day‑to‑day navigation across projects. This enhancement applies to workflows that rely on geofencing or filtering map objects to specific in‑view areas. See Filter the Map.

Assets - Company Level (Beta) (05/19/2026)

Procore has launched Company Level Assets to eliminate data fragmentation by providing a master register for your entire asset portfolio, delivering real-time visibility from initial specification through final handover to help you achieve the right project delivery outcomes. This feature can be enabled by Company Admins via Procore Explore.

• Centralized Single Source of Truth: Gain a holistic view of all planned and installed assets across your company to eliminate tracking challenges, mitigate risks, and reduce costs.

• Strategic Project Planning: Effectively plan and seamlessly allocate company level assets to specific projects exactly when they are needed based on project schedules.

• Connected Data: Create a continuous digital thread by linking critical documentation (like O&M manuals and specs from Company Documents) directly to the asset record.

• Bulk Actions & API Extensibility: Easily create and manage your register using bulk imports/exports, or leverage our APIs to build custom integrations tailored to your existing workflows.

To learn more, see Assets Admin Setup Guide and Assets - Company Level (Beta).

Procore Pay - Subcontractor Pay Readiness Email Notifications Streamline Payment Processes (05/19/2026)

To accelerate your payment workflows, you can now quickly follow up with subcontractors regarding missing requirements using Subcontractor Pay Readiness email notifications. Designed to reduce manual outreach and quickly get subcontractors into a payable state, this feature allows users to trigger notifications directly from the Pay Dashboard or within individual invoices to clearly communicate what is needed for an invoice to be paid. By providing real-time visibility into missing requirements, this feature helps you assist subcontractors in meeting specific compliance and billing standards, aimed at reducing manual delays and supporting a more efficient invoicing cycle. This feature can be enabled by Company Admins via Procore Explore in the Procore Pay Beta.

Punch List Email Modernization (05/19/2026)

Procore has updated all Punch List tool email notifications to align with our new, consistent design system as part of the Email Modernization Initiative. These redesigned emails now feature an improved information hierarchy and clearer calls to action to help you stay focused on your project's most critical tasks. Read About Punch List Emails to learn more.

Photos - Modernized Photo Information Page in Mobile Apps (05/19/2026)

Procore has redesigned the Photo Information page in mobile apps (iOS and Android) into a clean, user-friendly experience that makes key project data easy to see and update. The Photo Information page contains modular, clearly labeled sections, such as Project Data, Privacy, Photo Data, and Map Data. It supports a single, intuitive swipe or tap entry point to view and edit all photo information. This enhancement reduces friction so field teams are more likely to tag and label photos correctly, improving searchability and long-term project documentation. It eliminates redundant navigation paths, making it faster to add or edit crucial contexts like Trade, Location, Album, and Description. It establishes a flexible design framework for future integrations and enhancements without reworking the entire page. To learn more, see View Photos (iOS) and View Photos (Android).

360 Reporting - Workflow 2.0 Data Now Available (05/19/2026)

You can now analyze workflow approval performance across your entire project directly in 360 Reporting, instead of checking items one by one. This enhancement supports the project-wide workflow view, lifecycle tracking, performance metrics, and actionable statuses. Teams can move from simply managing tasks to optimizing approval processes. By visualizing workflow bottlenecks in 360 Reporting, you can identify roles or steps that consistently slow projects down, reduce approval lag, and help keep project schedules on track. To learn more, see the 360 Reporting Data Guide.
Note: Existing workflow columns and setup in 360 Reporting remain available and are not being decommissioned as part of this release.

Workflows - Enhanced Side Panel Filtering for Additional Tools (05/19/2026)

Procore has introduced a new side panel filter UI in the History panel, enabling real-time filtering for comments and attachments. The Side Panel Filtering feature allows users to quickly expand and view relevant activity, while administrators could set default filters for tools at the company level. This feature is enabled for the following tools:

• Document Management

• Payments

• Budget

• Commitments

• Prime Contracts

Procore Pay - Lien Waiver Enhancements (05/19/2026)

Procore Pay has enhanced the lien waiver workflow. The system now hides individual requester names and email addresses on request notifications, utilizing company-level branding instead, where available. Additionally, the system can now populate a "Percent Complete" field for first-tier vendor invoices, facilitating the generation of waivers using percentage values rather than exact dollar amounts.

Daily Log - Added the Bulk Delete Option (05/12/2026)

A new bulk delete option has been added to the Daily Log tool (web). This new Delete option is available in the Bulk Actions side panel of the Daily Log tool. When you select multiple log entries using the checkbox column, you can now choose Delete from the Bulk Actions panel to remove several entries at a time.
This enhancement is designed for teams managing high volumes of daily log entries (for example, 50–100+ per day), where deleting one entry at a time creates unnecessary friction. The bulk delete option streamlines cleanup of copied or erroneous logs, reducing administrative overhead, and improving workflow efficiency for General Contractors working in in high-volume log environments. See Bulk Delete Daily Log Entries.

Procore BIM Plugin : Version 1.4.1 (05/12/2026)

The Procore BIM Plugin now allows users to attach up to three distinct viewpoints to a single coordination issue created from a clash. In the new 'Viewpoints' section, users can select a primary view and manage snapshots, redlines, and clipping data. To learn more, see the Procore BIM Plugin: Data Change Log.

Insights - Added Company-Level Certification and Skills Gap Capability (05/19/2026)

Procore has added a new company-level Certification & Skills Gap Insights. This feature compares required certifications (for example, OSHA 10, NCCCO) against assigned workers to surface missing or expired certifications and skill gaps across your workforce. Gaps are visible at both portfolio and project levels so teams can quickly see - Which certifications are missing, Where gaps are concentrated, and Which projects are most at risk.
This feature also provides a clear, real-time view of workforce certification gaps, helping users proactively manage compliance, reduce safety risk, and avoid project delays. To learn more, see About Procore Insights. 

Punch List Email Modernization (05/19/2026)

Procore has updated all Punch List tool email notifications to align with our new, consistent design system as part of the Email Modernization Initiative. These redesigned emails now feature an improved information hierarchy and clearer calls to action to help you stay focused on your project's most critical tasks. Read About Punch List Emails to learn more.

Photos - Modernized Photo Information Page in Mobile Apps (05/19/2026)

Procore has redesigned the Photo Information page in mobile apps (iOS and Android) into a clean, user-friendly experience that makes key project data easy to see and update. The Photo Information page contains modular, clearly labeled sections, such as Project Data, Privacy, Photo Data, and Map Data. It supports a single, intuitive swipe or tap entry point to view and edit all photo information. This enhancement reduces friction so field teams are more likely to tag and label photos correctly, improving searchability and long-term project documentation. It eliminates redundant navigation paths, making it faster to add or edit crucial contexts like Trade, Location, Album, and Description. It establishes a flexible design framework for future integrations and enhancements without reworking the entire page. To learn more, see View Photos (iOS) and View Photos (Android).

360 Reporting - Workflow 2.0 Data Now Available (05/19/2026)

You can now analyze workflow approval performance across your entire project directly in 360 Reporting, instead of checking items one by one. This enhancement supports the project-wide workflow view, lifecycle tracking, performance metrics, and actionable statuses. Teams can move from simply managing tasks to optimizing approval processes. By visualizing workflow bottlenecks in 360 Reporting, you can identify roles or steps that consistently slow projects down, reduce approval lag, and help keep project schedules on track. To learn more, see the 360 Reporting Data Guide.
Note: Existing workflow columns and setup in 360 Reporting remain available and are not being decommissioned as part of this release.

Workflows - Enhanced Side Panel Filtering for Additional Tools (05/19/2026)

Procore has introduced a new side panel filter UI in the History panel, enabling real-time filtering for comments and attachments. The Side Panel Filtering feature allows users to quickly expand and view relevant activity, while administrators could set default filters for tools at the company level. This feature is enabled for the following tools:

• Document Management

• Payments

• Budget

• Commitments

• Prime Contracts

Procore Pay - Lien Waiver Enhancements (05/19/2026)

Procore Pay has enhanced the lien waiver workflow. The system now hides individual requester names and email addresses on request notifications, utilizing company-level branding instead, where available. Additionally, the system can now populate a "Percent Complete" field for first-tier vendor invoices, facilitating the generation of waivers using percentage values rather than exact dollar amounts.

Analytics - Public Photo Links in Analytics Reports (05/19/2026)

Procore now supports public access for all photo links in out-of-the-box Analytics reports, allowing users to view or download photos without a Procore login. This feature simplifies sharing project visuals with external partners and enables seamless integration of Procore photos with third-party reporting tools that do not support authenticated links. Additionally, you can refresh all photo links (public and private) in Analytics reports to automatically generate new and unique links. This functionality allows you to revoke access to old public links that may have been shared with external stakeholders. See Enable or Disable Public Links for Photos in Analytics Reports and Refresh Photo Links in Analytics Reports.

Daily Log - Added the Bulk Delete Option (05/12/2026)

A new bulk delete option has been added to the Daily Log tool (web). This new Delete option is available in the Bulk Actions side panel of the Daily Log tool. When you select multiple log entries using the checkbox column, you can now choose Delete from the Bulk Actions panel to remove several entries at a time.
This enhancement is designed for teams managing high volumes of daily log entries (for example, 50–100+ per day), where deleting one entry at a time creates unnecessary friction. The bulk delete option streamlines cleanup of copied or erroneous logs, reducing administrative overhead, and improving workflow efficiency for General Contractors working in in high-volume log environments. See Bulk Delete Daily Log Entries.

Procore BIM Plugin : Version 1.4.1 (05/12/2026)

The Procore BIM Plugin now allows users to attach up to three distinct viewpoints to a single coordination issue created from a clash. In the new 'Viewpoints' section, users can select a primary view and manage snapshots, redlines, and clipping data. To learn more, see the Procore BIM Plugin: Data Change Log.

Budget - Budget and Forecasting Views Carry Over from Project Templates (05/11/2026)

Procore now enables the automatic carryover of budget and forecasting views from project templates to new projects. Company administrators can create and assign specific budget and forecasting views directly to a project template. When this template is applied to new projects, the designated views are carried over automatically. This feature ensures financial reporting consistency and eliminates the need for manual view assignment during project setup. To learn more, see Carry Over Budget and Forecasting Views from a Project Template.

Financial Markup - Import Markup from another Prime Contract (05/11/2026)

Procore has introduced the Import from Prime Contract feature within the Financial Markup tab, enabling users to seamlessly pull existing markup configurations from one Prime Contract to another within the same project. The Financial Markup tab now includes a dedicated button that streamlines the import process, supports both single and multiple contract scenarios, and ensures key markup fields are accurately mapped for ERP-integrated workflows. To learn more, see Import Markup from another Prime Contract.

Document Management - Import Metadata Template Dropdowns for Originator and Location (05/11/2026)

Procore has updated the Import Metadata template within the Document Management tool to include pre-populated dropdown menus for the Originator and Location fields, providing a consistent experience with the Placeholder import template. This enhancement allows users to select valid project values directly within the Excel file to reduce manual entry errors and ensure data integrity during the bulk upload process. To maintain optimal spreadsheet performance, these dropdown menus are limited to the first 1,000 values; if a project exceeds this limit, users can still manually enter the required values into the template cells.

Change Events - Admin - Custom and Configurable Fieldsets (05/11/2026)

The Fieldsets and Custom Fields page within Company Admin for Change Events has been updated with a modern, intuitive design. This update focuses on improving the look and feel of the page while preserving all existing functionality, ensuring a consistent and cohesive administrative experience across the platform.

Financial Markup - Prime Contract Markup from Project Template (05/11/2026)

Procore has introduced the ability to automatically copy Prime Contract markup details from your project templates to new projects. When you create a project, key attributes such as Name, Percentage, Calculation Type, and Application Criteria carry over instantly to the Prime Contract added to the template. To learn more, see Create a New Project with Prime Contract Markups.

Prime Contracts - Financial Markup - Improved Compounded Markup IU (05/11/2026)

Procore improved the selective compounding experience for financial markups, making it clear which markups are compounded and how calculations are performed. The selective compounding dropdown now displays all relevant markups in sequence, with tooltips providing detailed breakdowns for greater calculation transparency and auditability. To learn more, see View Compounded Markup Details.

Invoicing - View Owner Invoice Prefill Breakdown (05/11/2026)

Procore has introduced the ability to select which costs prefill to an Owner Invoice, allowing users to review and hand-select costs across billing periods before prefilling. Owner Invoice Prefill Cost Selection enabled users to split Sub Invoice and Direct Costs by line item across multiple owner invoices and mark certain costs as Non-Billable, providing greater flexibility and accuracy. To learn more, see View the Owner Invoice Prefill Breakdown.

360 Reporting - Removed Access to Legacy User Sessions Report (05/08/2026)

Procore has removed access to the legacy User Sessions Report for all users across all regions. This includes access through the app, bookmarks, and any integrations, and the supporting data pipeline is being fully sunset. Users should now use the User Activity Report in the 360 Reporting tool for all user activity queries. Consolidating on this new report provides a more consistent, functional, and informative experience for analyzing user activity data, and eliminates reliance on the older, less capable legacy User Sessions Report. See the 360 Reporting Data Guide.

Procore Live Chat: Rollout Update (05/07/2026)

Procore’s Customer Support Live Chat is now expanding to additional customers!

• In Case You Missed It: Live Chat Features

  • Read Receipts: Know when your messages have been seen.

  • Emojis: Easily send and receive emojis.

  • Multimedia Messaging: Collaborate with your support agent by sharing and receiving helpful files

  • Estimated Wait Time: Get better visibility into your queue position while you wait to connect to an agent.

Insights - Added Quality Risk Predictions Insight (Beta) (05/06/2026)

Procore has added a new project-level Quality Issue Predictions Insight to Observations, Punch List, and Inspections tools for enrolled companies. This insight surfaces quality issues at the start of a project using AI that analyzes historical project data, trade/vendor performance, industry benchmarks, and regional patterns .It helps you to get early visibility into probable quality themes, understand why each topic matters with supporting signals, and drill into related quality data (for example, reports and Observations) in context.
Predictions are decision-support only and should be validated against project scope, contracts, and current conditions; AI-assisted insights must be reviewed for accuracy before being used for operational or contractual decisions. To learn more, see About Procore Insights.

Invoicing - Custom and Configurable Fieldsets on Owner Invoice (05/05/2026)

Owner Invoicing now supports configurable fieldsets and custom fields, providing users the ability to customize data collection and reporting for their specific project requirements. This update to Owner Invoicing facilitates a seamless move from the legacy experience by enabling users to add new field types, mark fields as required, and removal of unnecessary standard fields. For more details, Configurable Fieldsets on Owner Invoicing.

Direct Costs - Modernized Upgrade (05/05/2026)

The modernized Project level Direct Cost tool has been released and is now generally available to all users. This updated tool offers a consistent user experience across all financial tools for viewing, sorting, and filtering information.

Budget - Modernized Forecasting Table (Beta) (05/04/2026)

Procore has introduced a modernized Forecasting table within the Forecasting tab of the Budget tool. This table provides a refreshed interface and significant performance improvements for large datasets, ensuring a more fluid and intuitive forecasting process. To enable this feature at the company level or project level, join the 'Modernized Forecasting Table' beta program in Procore Explore.

Key Enhancements

• Optimized Interface & Performance:

  • New Navigation:

    • The 'Group' menu has been renamed to Select a column to group and relocated to the right side, above the table. See Apply the View, Snapshot, Group, and Filter Options on a Budget View.

    • The 'Filter' menu has been renamed to Filters and is now a side panel on the left, above the table. The 'Clear Filters' button has been renamed to Clear All Filters.

  • Faster Loading: To boost performance for large budgets, grouped views now default to a collapsed state.

• Streamlined Bulk Actions:
  Note: The following changes are discussed in detail in Apply Advanced Forecasting Curves.

  • Accurate Selection: The bulk selection checkbox (next to the Description field) now correctly captures all line items in a single click.

  • Edit Panel: Apply a Start Date, End Date, and Curve to line items in bulk via a new Edit Values side panel, replacing the previous top-menu workflow.

• Improved Manual Forecasting:

  • Manual Curve: A Manual option in the Curve drop-down menu has been added to reduce friction in applying a manual spread of values. See Apply Advanced Forecasting Curves.

  • Hover-to-Edit: Hover over any cell to identify if the values can be edited.

• Enhanced Navigation & Focus:

  • Keyboard Shortcuts: Press Tab to move cell-by-cell without updating the row, or Enter to save changes and update.

  • Row Highlighting: The active row is now visually highlighted as you scroll, making it easier to track your place in complex budgets.

• Dynamic Forecast To Complete Column:
  Note: The following changes are discussed in detail in Use the 'Forecast to Complete' Feature.

  • Rapid Calculation Selection: Use the new drop-down menu in the column to quickly select a calculation method.

  • Direct Panel Access: Access the 'Forecast To Complete' panel by clicking on any linked amount or by selecting Monitored Resources or Itemized Manual Entry from the drop-down menu in the column.

  • Navigation Update: The horizontal ellipsis  icon used to access the panel has been removed.

• Redesigned Forecast To Complete Panel:
  Note: The following changes are discussed in detail in Use the 'Forecast to Complete' Feature.

  • Flexible Workspace: The panel can be docked to either the bottom or the side of the table.

  • Updated Calculation Methods:

    • The 'Lump Sum Entry' calculation method has been renamed to Lump Sum Manual Entry.

    • The 'Manual Entry' calculation method has been renamed to Itemized Manual Entry.

Invoicing - Owner Invoice - Prefill Cost Selection (Open Beta) (05/01/2026)

Procore has introduced the ability to select which costs prefill to an Owner Invoice, allowing users to review and hand-select costs across billing periods before prefilling. Owner Invoice Prefill Cost Selection enabled users to split Sub Invoice and Direct Costs by line item across multiple owner invoices and mark certain costs as Non-Billable, providing greater flexibility and accuracy.

Invoicing - Add and Remove Change Orders from Commitment Invoice (05/01/2026)

The Commitment Invoicing tool in Procore has been updated to allow users to easily add or remove individual Change Orders on existing invoices and remove newly added Change Orders as needed. The Add/Remove Individual Commitment Invoice COs feature delivers full feature parity with the modernized invoicing experience, supporting a seamless transition from legacy workflows.

Budget - Modernized Budget Table: Flexible Forecast Panel (Beta) (05/01/2026)

Procore has updated the modernized Budget table in the Budget tool with a redesigned, flexible 'Forecast To Complete' panel. You can now dock this panel to the bottom or the side of your table. This feature provides greater control over how you view your data, delivering a more intuitive forecasting experience. For more details, see Use the 'Forecast to Complete' Feature. To enable the enhanced Budget table at the company level or project level, join the 'Modernized Budget Table Experience' beta program in Procore Explore.

Invoicing - Legacy Owner Invoicing PDF Export in Modernized Experience (05/01/2026)

The Legacy Owner Invoicing PDF Export allows users within the Modernized Experience to generate the original "Legacy" version of the Owner Invoicing PDF without switching back to the old interface. The Historical Standard export format ensures continued access to fully customized invoice PDFs as the legacy tool approaches deprecation.

Invoicing - Owner Invoices - Budget Code Attributes (05/01/2026)

Procore has extended Budget Code Attributes functionality to Owner Invoices, allowing users to group Owner Invoice line items by custom attributes directly from the grouping drop-down. Budget Code Attributes provides greater visibility and organization, aligning Owner Invoice grouping options with the Budget tool setup.

Invoicing - Owner Invoicing - Manual Attachment Sorting (Beta) (05/01/2026)

Procore has introduced the ability to manually sort PDF attachments when exporting Owner Invoices with Attachments, allowing users to set the exact order of documents before export. The Owner Invoice Attachment Reordering feature enables a simple drag-and-drop interface, eliminating the need for external PDF editing and ensuring organized invoice package. To learn more, see Manually Sort PDF Attachments for Owner Invoice Exports.