Release Notes for September 2024

Custom Field Count Banner

Fieldsets now show a blue banner at the top of the fieldset indicating how many custom fields are available to use. If you add the maximum amount of custom fields, the banner turns yellow. As you add fields, the count will go up. Note: Different tools allow for different numbers of custom fields. See Create a New Configurable Fieldset.

references update to action plans

When creating an Action Plan template at the company level, the references action button is now "Add Document". This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create a Company Level Action Plan Template. 

Assign Tasks to Multiple Users

The Tasks tool now allows multiple users to be listed in the Assignee field for a Task. This provides more flexibility in how users collaborate on Task items to ensure items are completed on time.

New Estimate Columns & Terminology Changes

New columns have been added to the estimating table. With this update, users can now review total cost, total cost per square foot, total cost per square foot of the project, and total sales per estimate line item. Some preexisting column headers have been updated to accommodate the new total cost columns, including 'Item Cost' being updated to 'Unit Cost', 'Total Cost' being updated to 'Subtotal Item Cost', and 'Total Sales' being updated to 'Subtotal Item Sales'.

Additionally, the term 'Bid' has been renamed to 'Proposal' across the platform.

As a part of this update, price per square foot amounts have also been added to the detail settings in the proposal tab to better facilitate estimate proposals.

references update to action plans

When creating an Action Plan, the references section now has two action buttons: "Add Document" and "Add Procore Item." This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create an Action Plan. 

new Correspondence notification options for removing users and Editing ITEMs

To improve transparency and data integrity, the Correspondence tool has two new notification options: 1) "Item Updated" sends a notification to the user roles enabled in the Correspondence email matrix when an "Open" Correspondence item is edited and 2) "User Removed" sends a notification to the user removed from a correspondence item's "Assignee", "Distribution", or "Received From" fields if the particular user role associated to those fields has this notification enabled in the Correspondence email matrix. These features are available for all accounts via a project's Configure Settings. For email notification details, see Who receives correspondence item emails and push notifications?

Improvements to Item Layout, Loading icon, and close date

The Correspondence tool has the following three improvements when viewing an item:

• Fieldset layout: Correspondence items now display in a four-column layout instead of a three-column layout.  This provides a consistent experience across Procore tools.

• Loading spinner: Previously, when clicking either the ‘Save as Draft’ or ‘Create & Issue’ button, both of the buttons displayed a loading spinner, but now only the button that was clicked shows a loading spinner. 

• Item close date: When a Correspondence item is closed, the date now appears next to the ‘Status’ field on the item view page. 

Reject workflow feature: Admin users can resume paused workflows

For projects with the Reject Workflow setting enabled, Submittals tool Admins now have the ability to resume a workflow that was paused due to a rejection. Previously, only Submittal Managers could resume a paused workflow. See Enable Reject Workflows for details.

link multiple CMiC companies to one procore company

CMiC now supports linking one Procore comapny to multiple CMiC companies. Reach out to your Procore point of contact to enable this feature. 

PDF Attachment Support When Exporting Owner Invoices to QuickBooks® Online

You can now sync the PDF attachment summary sheet to owner invoices when exporting to QuickBooks® Online. This feature enables you to provide detailed, clear information to your owners for better communication and transparency. Previously, only two line items from the summary of values could be synced when exporting owner invoices. This feature will be applied to all newly exported owner invoices going forward. See Export Owner Invoices from Procore to ERP.

the QuickBooks® Online CONNECTOR is now available in all regions

QuickBooks® Online is now supported in all regions. To learn more, see About the QuickBooks® Online Connector.

Weekly Summary for Company Timesheets

When reviewing timesheets, you can see a detailed view of the time entered for employees, as well as daily and weekly hours for the employee across all projects in the new weekly summarized view. The new weekly summary view helps you more easily review timesheets, identify missing or duplicate records, and approve timesheets. See View Timecard Summaries in Company Level Timesheets.

New Layout for the Project List

The Project List page has an updated layout. The new layout is faster and requires fewer clicks to take action. See the 'Manage Projects' section in Workforce Planning User Guide.