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Procore

Release Notes

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

Recent Changes

New Company Name Drop-Down List (6/27/2019)

As part of the preparation steps for configurable fields release in the future, Procore has modified the Create User and Edit User pages in the Company and Project Directory tools. Users will now see an 'x' in the Company Name drop-down list that can be used instead of the Clear Company link, a new 'Copy to Personal Information' link lets you quickly input company information to the user's personal record. In addition, the Company Name field is now searchable on the Users tab and you can now create a new company record by clicking Create New at the bottom of the Company Name drop-down list. For details, see Add a User Account to the Company Directory, Edit a User Account in the Company Directory, Add a User Account to the Project Directory, and Edit a User Account in the Project Directory.

Doing Business As (DBA) Field Now Searchable in Users Tab (6/17/2019)  

Procore has updated the Company and Project Directory to make the DBA field searchable in the Users tab. See Search and Filter the Company Directory and Search and Filter the Project Directory.

New Granular Permission For 'Standard' Users To Edit And Delete Their Own Entries In The Daily Log (5/29/2018)  

Added a new 'Standard Users Can Edit and Delete Own Entries' granular permission to the Company Directory tool for the Daily Log. This permission allows 'Standard' users to edit and delete their own entries in the Daily Log, as long as the day has not been marked as complete. See Grant Granular Permissions in a Permission Template.

New 'View Company Insurance Information' Granular Permission (4/22/2019)

Procore has updated the Company level Directory tool to add a new 'View Company Insurance Information' granular permission. Now, users with 'Admin' level permission on the Company Directory can manage end user's ability to view company insurance information on vendor/company records. Enabling this permission provides end users with 'Read-Only' or 'Standard' level permission on the Company Directory to view information added to the Insurance tab on a company record. See Directory: New 'View Company Insurance Information' Granular Permission.

Doing Business As (DBA) Field Now Searchable (4/16/2019) 

Procore has updated the Company and Project Directory to make the DBA field searchable. See Search and Filter the Company Directory and Search and Filter the Project Directory.

Directory: Improved Search-As-You-Type Capabilities (2/14/2019) 

To provide Procore users with improved search-as-you-type capabilities, Procore has updated the Company and Project Directories to incorporate trigram indexing. This will provide users with powerful and more efficient search results. Now, when you enter any trigram (i.e., any three (3) characters in sequence), Procore's Directory tool's will yield all possible matches regardless of where those three (3) characters appear. See Directory: Improved Search-As-You-Type Capabilities.

All Changes

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