Below are the notable changes to the company's Directory tool.
Add and Remove Users from All of Your Company's Projects (4/12/2018)
Procore has updated the Company level Directory tool to provide users with 'Admin' level permission with the ability to click a new Add All or Remove All button to add or remove users from all of the project's in a company's Procore account. In addition, if you have configured a user's profile to use a specific permission template, that template will automatically be applied to user on all projects to which he or she is added. See Directory: Add and Remove Users From All Projects in a Company Account.
Added Tooltip to Invoice Contacts Field in Commitments Tab (4/9/2018)
Updated the Company level Directory tool to add a tool tip in the Commitments tab on the Invoice Contacts drop-down list. The tooltip reads "This person will be added to the contract and will be the point of contact and signer for subcontractor invoices."
Updated The Default Setting For The Users Tab To Group Users By Company (3/29/2018)
Updated the Company and Project level Directory tools so that now, the 'Group By' menu setting for 'Company' is the default setting for the Users tab. See Switch Between Views in the Company Directory and Switch Between Views in the Project Directory.
Added Edit Button to Inactive Companies Tab (3/29/2018)
Updated the Company and Project level Directory tools (Default View) to add an Edit button to the Inactive Companies page. Users can now edit records from the Companies or Inactive Companies page. See Edit a Company in the Company Directory and Edit a Company in the Project Directory.
Added ERP Badge And Banner To 'Group By Company' View (3/29/2018)
Updated the 'Group by Company' view in the Directory to include the ERP badge and banner for qualifying users.
Added An Inactive Vendors 'Edit' Button In The Directory Legacy Views (3/29/2018)
Added an Edit button to inactive vendors in the Legacy Directory views.
Improved Vendor Import Template Now Available (3/28/2018)
Updated the Company and Project level Directory tools to provide a new Vendor Import Template (import_template_vendors_XXXXXX.xlsx). With the new template, the 'Required' columns have been moved to the beginning, making it easier to complete the required data entry. To learn more about updating this template, see Update the Company Import Template and Directory: Improved Company & People Import Templates.
Added Tracking For Insurance To Change History (3/26/2018)
Updated the Company and Project level Directory tool to add change history tracking to the Insurance tab for a vendor profile. End users can now see insurance changes in the vendor's Change History tab. See Add Insurance for a Vendor in the Company Directory and Add Insurance for a Vendor in the Project Directory.
Improved User Import Template Now Available (3/26/2018)
Updated the Company and Project level Directory tools to revise the User Import Template (import_template_users_XXXXXX.xlsx). Prior to this release 'Required' columns (see RED column headings) were spread out across the Add Data Here worksheet on the template. With the new template, the 'Required' columns have been moved to the beginning, making it easier to complete the required data entry. To learn more about updating this template, see Update the User Import Template and and Directory: Improved Company & People Import Templates.
New Directory Tool Experience (3/22/2018)
Procore has updated the Company and Project level Directory tools so that the new Directory experience (which was released and available to all users in 2017 as part of a Beta program), is now Procore's default view. This new user experience was designed to provide Procore users with access to some of the most requested features and performance enhancements. The new Directory layout delivers fast and efficient access to an expanded set of features and benefits. It also includes a new layout that provide users with enhanced capabilities for searching, filtering, sorting, and grouping directory data. For details, see Directory: New Directory Tool Experience to be Procore's Default View and What is the New Directory Tool Experience?
Add Filters List Now Includes Company And Project Cost Codes Lists (3/22/2018)
Updated the Company and Project level Directory tool so that now, the Add Filter drop-down list in the Companies tab reflects the company or project cost code lists (depending on which directory is being viewed). See Search for and Filter the Company Directory or Search for and Filter the Project Directory.
Added Edit Button To Inactive Users Tab (3/22/2018)
Updated the Company and Project level Admin tool to add an Edit button to the Inactive Users tab. Please note that this tab is only visible and available to 'Admin' users only, so users who have been granted the 'Create and Edit Users (Assignable Permission Templates Only)' granular permission will NOT have access permission edit inactive users. See Edit a Person in the Project Directory.
New 'Contract Signer' Field in the Directory Tool for DocuSign (3/22/2018)
Updated the Company level Directory tool to add a new Contract Signer drop-down list to the Create and Edit pages for company records. This new field appears in the General tab. When you select a person associated with the company from this drop-down field, the Procore + DocuSign integration will automatically populate with this person's name as a DocuSign signature recipient for contracts (i.e., the Commitments and Prime Contract tools) and change orders (i.e., Commitment Change Order, Prime Contract Change Order, and Prime Contract Potential Change Order). See DocuSign: New 'Contract Signer' Field in the Directory Tool.
New Granular Permissions for Direct Costs Tool (3/8/2018)
Updated the Company level Directory tool to add three (3) new granular permissions the Direct Costs tool. The new permissions include 'Create Direct Cost', 'Update Direct Cost', and 'Delete Direct Cost'. Existing permission templates that grant users 'Standard' level permissions for the Direct Costs tool are now updated so that users with those templates do NOT see any change in functionality. However, please note that users without project permission templates no longer have the ability to create or edit direct cost items, unless their permissions are moved to a permission template that is enabled to use these new permissions. Also note that when you create new permission templates, these new permissions are disabled by default. See Directory: Three (3) New Granular Permissions for the Direct Costs Tool.
New Process for Downloading/Sending Directory Import Templates (3/2/2018)
Updated the Company and Project level tools so users with 'Admin' level permission to the tool can download and send completed import templates to Procore. We've added new 'Import People' and 'Import Companies' areas to the Directory tool's right sidebar. These areas contains links for downloading the appropriate templates and sending your completed templates back to Procore. For an overview of the new process, see Directory: New Process for Downloading/Sending Directory Import Templates.
New 'Request Company and People Imports' Granular Permission (3/2/2018)
Procore has released a new granular permission named 'Request Company and People Imports' to provide Procore Administrators (i.e., users with 'Admin' level permission to the Company Directory) with the capability to delegate the task of submitting requests for importing user and company/vendor data on your company or project account to another user with 'Standard' permission on the Project Directory. See Directory: New 'Request Company and People Imports' Granular Permission.
Added an 'Invoice Contacts' Drop-Down List to the Edit Company Page (2/23/2018)
Updated the Company Directory tool's Edit Company page to add an 'Invoice Contacts' drop-down menu. This gives users the ability to set one or more invoice contacts for each vendor record in a company's Procore account. This change also affects the Project level Commitments tool, so that when creating/editing commitments that correspond to the selected vendor is selected in the "Contract Company" field on the commitment contract.
Updated 'Add Filter' in Companies Tab of Directory To Reflect Cost Code Configuration (2/14/2018)
Updated the selections in the 'Add Filter' drop-down list for the Company and Project level Directory tools. Now, if the company account is using an ERP integration (e.g., Dexter + Chaney Spectrum, QuickBooks, Sage 300 CRE, or Viewpoint Vista), the available selection in the list will show the appropriate cost code types that are available (e.g., Sage 300 CRE Cost Code, QuickBooks Cost Code, and so on). If the ERP Integrations tool is NOT enabled, this selection reads 'Cost Code' or 'Company Name Cost Code.'
Now Showing ABN/EIN in Company Directory (Beta View) (2/8/2018)
Updated the Company Directory (Beta View) so it now shows the Australian Business Number (ABN) or Employer Identification Number (EIN).
Updated the Group by Company View to Show ERP IDs (2/8/2018)
Updated the 'Group by Company' view in the Company and Project Directory tools so it nows shows the ERP ID for the vendor (if the ERP Integrations tool is enabled and the vendor is synced with the integrated ERP system).
Added 'Synced' icons for Vendors in the Company Directory Synced with ERP Integrations (2/9/2018)
Updated the Company Directory so that now, if the ERP Integrations tool is enabled and vendor record has successfully synced with an integrated ERP system, the 'Synced' ERP icon appears. See What do the ERP icons mean?
Updated the 'Respond to Punch Items Assigned to Users Within Same Company' Granular Permission (2/2/2018)
Updated the Company Directory to correct the verbiage of the Punch List tool's granular permission. The word 'Private' was removed from the label, so it now reads 'Respond to Punch Items Assigned to Users Within Same Company', instead of 'Respond to Private Punch Items Assigned to Users within Same Company.' This label update was to clarify that the permission grants a user the privilege to respond to punch items assigned to other users within the same Procore company account. This includes responding to punch items marked as 'Private'.
Improved the 'Permission Template (Assigned)' Selections in Add Filter Menu (2/1/2018)
Updated both the Company and Project level Directory Tool (Beta View) to improve the Permission Template (Assigned) list in the Add Filter menu. Now, the checkbox options are sorted in alphabetical order, making permission templates easier to find.
Added New Filter Option To Company Directory (1/8/2018)
Added a 'Permission Template' option to the Add Filter drop-down in the Company Directory (Beta View).
Added New Menu Option To 'Group By' Drop-Down List In Company Directory (1/8/2018)
Added a 'None' selection the Group By drop-down list in the Users view in the Company Directory (Beta View).
Added Locale-Specific Information About The Checkboxes In the Bidding Tab (1/4/2018)
Updated the Company level Directory tool's Bidder Info tab of a company record to provide end users with locale-specific information about the use of the checkboxes. See Set Bidder Information at the Company Level.
Consolidated Columns in the Users And Companies Views (1/4/2018)
Updated the Users and Companies views in the Company level Directory tool (Beta View) so that now, the Email, Phone, and Fax information for a users is combined into a single column. Also updated the Address column so it now combines the Address, City, State, and ZIP. In addition, changed the list order to be from most requested record to last requested record. See (BETA) Customize the Column Display in the Directory Tool.
Changed The Default Setting For The 'Permission Template (Assigned)' Column (1/4/2018)
Updated the 'Users' view on the Company level Directory tools (Beta View) so that now, the 'Permission Template (Assigned)' column is hidden by default. To turn the column back ON, simply click the vertical ellipsis (⋮) at the top-right on the table and then mark the 'Permission Templates (Assigned)' check box. See (BETA) Customize the Column Display in the Directory Tool.
New Row Height Options In Beta View Company Directory (1/2/2018)
Updated the 'Users' view of the Company Directory (Beta View) tool to provide end users with the ability to customize the row height of the line items in the table. End users now click the vertical ellipsis on the upper right side of the table to view the 'Row Height' customization options on the bottom of the popup menu in the 'Users' view. See (BETA) Customize the Column Display in the Directory Tool.