Transition Steps

Option 1: Opt In as an Individual User (Evaluation)

Available to users whose project Invoicing tool uses New Workflows or no workflows. If your Invoicing tool uses legacy (V1) workflows, the opt-in banner will not appear. Beginning October 13, 2026, the banner will also become available for legacy workflow users. Until then, use Option 2. For details, see the Transition Path for Customers Using Legacy (V1) Workflows.

Any eligible user with access to owner invoices can opt themselves in directly from an invoice — no administrator involvement required.

1. Open the Prime Contracts tool from the project tools drop-down menu and open a prime contract.

2. Open an existing owner invoice.

3. In the beta opt-in banner at the top of the invoice, click to switch to the modernized experience.

What this does and does not do:

• This opts in only you. Other team members will remain on the legacy experience until they opt in or an administrator enables the feature for the project or company.

• It is the fastest way to evaluate the modernized experience and the right first step before committing a project to it.

Option 2: Opt In an Entire Project or Company (Rollout)

To enable the modernized experience for everyone on a project or across your company, a Company Admin can turn it on through Procore Explore. This option is available to all customers, including those using legacy (V1) workflows—and until October 13, 2026, it is the only route available for those workflows.

1. Navigate to the Company level Admin tool.

2. Click Procore Explore.

3. In the Procore Explore catalog, scroll or search for Remove Legacy Owner Invoicing/Fundng Access.

4. Select the specific project(s) or user(s) where you want to activate the modernized experience and select Save & Join.

   • Note: You can also enable the modernized experience at the Company level - for all projects - through Procore Explore. 

5. Confirm that the modernized experience is active for the project or user:

   • The invoice detail page uses the modernized financial tools layout.

   • A Work Completed: This Period ($) field is editable on group Subtotal rows.

   • Selecting line item checkboxes on the Schedule of Values surfaces an Edit Values button.

6. Configure the modernized experience for your invoice:

   • Review your SOV grouping options — create, edit, or delete custom groups via Manage Custom Groups, and confirm the groupings your team will bill against.

   • Configure fieldsets and custom fields for owner invoices.

   • Review your export formats, and confirm the Legacy Owner Invoicing PDF export meets any external reporting requirements.

7. Create a test owner invoice on your sample project to validate the modernized experience end-to-end including prefill, SOV, group row billing, bulk editing line item values, and exporting before enabling the modernized experience company-wide.

Recommended sequence

If the opt-in banner is available to you:

1. Opt yourself in via the banner (Option 1) and get familiar with the modernized experience on a real invoice.

2. Enable a single test project via Procore Explore (Option 2) so your whole project team is on the same experience.

3. Run a full billing cycle on that test project, including approvals and export.

4. Enable remaining projects or your entire company once the cycle completes cleanly.

If you use legacy (V1) workflows (before October 13, 2026):

1. Enable a single test project via Procore Explore (Option 2). Individual evaluation through the banner is not available to you yet, so start at the project level.

2. Run a full invoice on that test project, including exports.

3. Enable remaining projects or your entire company once the invoice runs cleanly after October 13, 2026.

Note: You will need to evaluate again once the October 13, 2026 workflows release is complete to test using workflows with the modernized experience. 

Transition Path for Customers Using Legacy (V1) Workflows

What "Evaluate" and "Fully Transition" Mean

Timeline

Phase 1 — Evaluate now (before October 13, 2026)

1. Identify or create a test project that is not running live billing.

2. Enable the modernized Owner Invoicing experience on that test project through Procore Explore, following the steps in Option 2 above.

3. Create test owner invoices to validate the full feature set—including the Schedule of Values (SOV), group row billing, bulk Edit Values updates, cost prefill, budget changes, custom fields, and invoice exports.

Phase 2 — Transition (October 13, 2026 or later)

1. Confirm that legacy workflow support is live in the modernized experience within your environment.

2. Enable the modernized Owner Invoicing experience on a production project through Procore Explore. As of this date, individual users can also opt in directly using the banner at the top of an invoice.

3. Run a complete billing cycle on that project including routing invoice approvals through your existing legacy workflows and exporting the final document to verify end-to-end functionality.

4. Confirm that legacy workflow items start and respond correctly in the New Workflows side panel.

5. Once that billing cycle completes successfully, proceed to enable the modernized experience on your remaining projects or across your entire company.