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Procore

Release Notes

Below are the notable changes to the company's Admin tool. 

Recent Changes

Added 'Non-Budgeted Source View' to 'Budget' page Under Tools Settings  (9/5/2018)

Updated the Company level Admin tool to updated the Budget page under Tool Settings with a new budget view. Now, when an end user clicks the Set Up a New Budget View button, the list of Standard Views includes a new 'Non-Budgeted Source View'. This provides Procore users with a template that reveals where all of a project's Unbudgeted Line Items (UBLIs) are coming from. See Set Up a New Budget View.

Removed 'Basis Point' Section from PDF Export for Expense Allocations (8/31/2018)

Updated the Company level Admin tool to make a change to the Expense Allocations feature under Administrative Settings, which removed the 'Basis Point' section from the PDF file that can be exported.

New Single Sign On Configuration Link Under Administrative Settings (8/29/2018)

Updated the sidebar in the Company level Admin tool. Under Administrative Settings, the new Single Sign On Configuration link lets Procore Administrators configure their company account's SSO settings. See Configure Single Sign On.

Updated the Sidebar in the Company Level Admin Tool  (8/8/2018)

Updated links in the sidebar on the right side of the tool have been renamed. Links are now organized into three (3) groups: Administrative SettingsProject Settings, and Tool Settings. See Admin: Updated the Sidebar in the Company Admin Tool

Mark Observation Types as Active or Inactive (8/3/2018)

Added the ability to mark Observation Types as active or inactive in the  Company level Admin tool. 

Removed the Trade Column from the User Import Template (5/29/2018)

Updated the Company and Project level Directory tool to remove the 'Trade' column from the User Import Template. See Update the User Import Template.

New 'Manage General' Granular Permission for the Admin Tool (5/25/2018) 

Procore has updated updated the permissions template feature (see Manage Permission Templates) in Procore so Procore Administrators can now grant user with 'Read-Only' or 'Standard' level permission on the Project level Admin the privilege to add, edit, and remove project details in the general settings for the Project level Admin tool. See Grant Granular Permissions in a Permission Template and Add or Edit General Project Information.

New Granular Permissions for the Prime Contract Tool (5/25/2018) 

Added three (3) new granular permissions for the Prime Contract tool: 'Create Prime Contract', 'Edit Prime Contract', and 'Delete Prime Contract'. The granular permissions can only be set for users with 'Standard' or 'Read Only' level permission to the Project Prime Contract tool. See Grant Granular Permissions in a Permission TemplateCreate a Prime Contract, and Edit a Prime Contract.

Added a 'Trades' Filter to the Add Filter Drop-Down List (5/22/2018) 

Added a 'Trades' filter to the 'Add Filter' drop-down list at the top of the Users view in both Project level and Company level Directory tools. See Search and Filter the Company Directory and Search and Filter the Project Directory.

Added Progress Indicator for Budget Configuration in Admin Tool (4/23/2018)

Updated the Company level Admin tool's Budgeting Configuration page to add progress spinners on the Create button and page that appears. This better communicates to end users that the data on the page is loading.

Updated 'Root Cause Analysis' And 'Observation Types Configuration' Pages (3/12/2018)

Updated the Company level Admin tool to add progress indicators (i.e., table loading spinners) on the 'Root Cause Analysis' page. Also updated the 'Observation Types Configuration' page to match observation types and added a tooltip that displays if an observation type is in use on a project and added a BLUE caret to show that users can edit observation types inline.

Added New Enable Docusign Checkbox (1/11/2018)

Added "Enable Docusign" checkbox to the company level Admin tool on the Project Settings page under 'Default Project Settings'. This gives Procore Administrators the ability to enable the Docusign integration on all projects within the company by default. The setting affects new and existing projects. See Configure Your Company's Default Project Settings.

Added a New Prevent Overbilling on All Projects Checkbox to Company Level Admin Tool (1/4/2018)

Added a new checkbox named 'Prevent Overbilling on All Projects' to the Project Settings page of the Company Level Admin tool. If you place a mark in this checkbox, the over billing settings in the Project level Admin tool's Advanced Settings and the Project level Commitment tool's settings pages cannot be modified, the checkboxes will be disabled, and requisitions cannot be over billed.

All Changes

 

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