Below are the notable changes to the Project level Admin tool.
Beginning today, Procore is gradually releasing an improved project setup notification experience. You'll see an in-app banner informing that project setup is in progress, and you'll receive an email notification as soon as your project is fully configured and ready. The banner automatically disappears when project setup is complete. See How do I know when project setup is complete?
Procore is gradually releasing modernized user interfaces to the 'Project Create' and Project level Admin tool 'General' tab screens. This enhancement introduces clearer, more intuitive terms for project dates. The 'Start Date' field is now labeled 'Contract Signed Date'. The 'Completion Date' field is now labeled 'Substantial Completion Date'. Functionality does not change with this enhancement.
Rollback notice: We reverted these two fields back to their original names: 'Start Date' and 'Completion Date.'
Procore has introduced the ability to search for and add company-level cost codes to projects in bulk. This allows users to copy multiple company-level cost codes to a project in a single action. To learn more, see Copy Company Cost Codes to a Project.
Procore has improved the new Locations experience by enhancing the user interface. Easily organize locations by dragging and dropping, view locations more clearly with pins turned off by default, and access new informational tool tips to help you understand how to better leverage Locations capabilities. See Generate Locations Hierarchy From Drawings and Edit Tiered Locations.
When generating locations from Drawings, users can now continue to create locations, even if no locations were detected in the selected drawings. Locations can be edited at a later time. See Generate Locations Hierarchy From Drawings and Add Tiered Locations.
The new Locations experience is now available in the following regions: Australia, Canada, Ireland, United Kingdom, United States, and New Zealand. The experience leverages the latest AI technology to automatically create a tiered list of locations based on your project's architectural drawings in the Drawings tool. See Generate Locations Hierarchy From Drawings.
These new fields will help you capture a more comprehensive and qualitative view of your projects’ data. Increase your ability to forecast with accuracy and discover actionable, targeted insights into your projects based on:
For new customers, Project Sector and Work Scope will be required by default. Existing customers will have the option to leverage these new fields, but they will not be required without advanced notice. See Create a New Project.
The locations heat map can now reflect total items in a location, or all open items in a location. The heat map and legend are dynamic and update based on the filters you select. See View Locations Heat Map and Filter Locations.
When updating boundaries for locations generated from drawings, you can now click on the location or its boundary on the map to edit it. Move the boundary to the desired position and press ENTER to save. See Edit Locations.
Procore recommends only extracting locations from Architectural floor plans. If you try to generate Locations from non-Architectural floor plans, a warning will appear and you will be prompted to deselect the non-Architectural floor plans to ensure accurate locations are generated. See Generate Locations Hierarchy From Drawings and Add Locations to a Project.
When viewing your project's locations, your view—including the drawing sheet or revision, location selected, date range, project items, and heat map—are now automatically saved. This ensures you can easily return to the Locations Manager and continue from where you left off. See Filter Locations.
A new Locations experience is now in phased release and will gradually become available to all accounts over the coming weeks. This new experience is designed to leverage the latest AI technology to automatically create a tiered list of locations based on your project's architectural drawings. To learn more about the new Locations experience, see About Locations.