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Procore

2016

This page lists the notable changes to the Project level Change Events tool or 2016.

Added Link For "Contract #" In Create RFQ Page Of Change Events Tool (12/8/2016)

Updated Create RFQ page in the Change Events tool so that the "Contract #" column now includes hyperlinks that open the appropriate contract.

Change History Subtab In Change Events Tool Now Logs Resent RFQ Action (9/7/2016)

Updated the Change Events tool so that now, when a user re-sends a Request For Quote (RFQ), the action is logged in the Change History subtab. The history records both the RFQ and the corresponding change event.

Added Distribution List For RFQs In Change Events Tool (9/1/2016)

Updated the Change Events and Commitments tools to give users the ability to create a distribution list so that team members can be automatically notified by email when when a subcontractor enters a quote in Procore. A new 'Request for Quote Distribution' drop-down list is available under the 'Default Distributions' area in the Edit Commitments Settings page. The Create RFQ page has also been updated so you can now select a recipient (a.k.a., RFQ Assignee) using the drop-down lists under the 'Commitment Select' area. If an assignee does not have permission to a commitment or purchase order, a warning triangle appears to alert you about that users permissions. See Create RFQs

Added Pagination To RFQ List Page In Change Events Tool (8/31/2016)

Added pagination to the RFQ list page in the Change Events tool. Rather than having one large list, the now list is paginated at approximately 30 RFQs per page. 

Search On Partial Change Events Numbers And Titles (8/25/2016)

Updated the Change Events tool so that users can now search on partial change event Numbers and Titles. The search results will return change events that match what is entered in the Search box.

Change Order Associations and Change Order Reconciliation Report for Change Events Projects (8/18/2016)

Procore now allows the pairing of a Prime Contract Change Order to a Commitment Change Order via the Prime Contract Change Order Schedule of Values (SOV) when the Change Events tool is an active tab on the project. This matches the current functionality of non-Change Events projects and allows the use of the Change Order Reconciliation Report for Change Events-enabled projects. The Report shows the linked change orders, variance, etc. Lastly, this report and the pairing of the change orders for Change Events-enabled projects will only be made possible by enabling the Change Order Association setting in the Project level Admin tool.

Fixed 'All' Option In 'Status' Filter For Change Events Tool (8/11/2016)

Updated the Change Events tool to fix an issue with the 'All' option in the 'Status' drop-down list of the 'Filters' menu. Prior to this update when a user navigated to the Change Events tool, the Log would display all change events, including those in the 'Void' status. In this update, the 'All' status has been fixed to exclude change events in the 'Void' status.

Change Order Reconciliation Report Deactivated When Change Events Is Enabled (8/10/2016)

Updated the Change Events tool and Reports tools. Now, when the Change Events tool is enabled as a active tab on a project, the system deactivates the Change Order Reconciliation Report in the 'Financial Reports' section of the Project Reports page.

Updated Legend In Change Events Tool Breakdown Charts (8/1/2016)

Updated the Change Events tool to fix an issue where the legend of the Change Event Breakdown charts was not correctly displaying the wrapped second and third rows of keys. This has been fixed and the chart now displays as expected.

Fixed Issue With Search Field In Change Events Tool (8/1/2016)

Updated the Change Events tool to fix an issue where entering more than one search word in the Search Change Events field caused an error. This has been fixed and user can perform multi-word searches as expected.

Added Tooltips & Disabled Change Orders Column Sort In Change Events Tool (7/18/2016)

Updated the Change Events tool to add change order and markup breakdown tooltips to the Change Event summary table for negative and zero amounts. Also disabled the sort functionality for the change order columns on that table.

Added PCO Statuses To Change Events Summary (7/5/2016)

Updated the Change Events tool to add the Prime Potential Change Order (PCO) and Commitment PCO statuses to the Change Events Summary.

Added Change Events Search (6/23/2016)

Updated the Project level Change Events tool to add a search feature, which allows users to search for any change event from the List page.

Updated Prime Contract Change Order Language In Change Events (6/20/2016)

Updated the Project level Change Events tool to change the wording in the Prime Contract Change Order table from "Prime CCO" to "Prime CO".

Change Events Tool Now Supports Alphanumeric Numbering (6/10/2016)

Updated the Change Events tool to support alphanumeric numbering when creating change events. 

Fixed Cost Code Truncation Issue In Change Events Drop-Down List (5/5/2016)

Updated the Change Events tool to fix an issue where the cost code text on longer entries had been truncated awkwardly in the Change Events line item drop-down list.

Changed Events Listed In Descending Order (4/19/2016)

Updated the Change Events tool so that the log page now lists change events in descending order. The most recent change event will be at the top of the list.

Added Aggregated Financial Markup On Change Events Summary (4/19/2016)

Updated the Change Events tool to allow users to see the aggregated Financial Markup on the Summary table in the Change Events tool.

Added Change Event Subtabs And Enabled Comments By Default (4/15/2016)

Turned the Comments subtab on by default in the Change Events tool. Also rearranged the Change Event subtabs to: General, Related Items, Comments, Emails, Change History, and Advanced Settings.

Added Change Events To Custom Reports Behind Feature Toggle (4/5/2016)

Updated the Company and Project level Reports tool to add the ability to create custom reports for Change Events.

Added Sortable Columns To Tables In Change Events Tool (3/21/2016)

Updated the Project level Change Events tool to add sortable columns to the following tables inside a Change Event: Scope Estimate, Request for Quotes, and Commitment COs/Commitment PCOs.

Added Pagination And Server-Side Sorting To Change Events Tool (3/21/2016)

Updated the Change Events tool to add pagination and server-side sorting for the List view of the Change Events page.

Added New Tool Banner With Send Feedback Email Link To Change Events (3/21/2016)

Updated the Project level Change Events tool to add the new tool banner and send feedback email link, directly under the Export Data As buttons. Please use the link to provide feedback and suggestions for how to improve the Change Events tool. 

Fixed A Dictionary Issue Affecting Localization In The Change Events Tool (3/21/2016)

Updated the Project level Change Events tool to fix minor issue where the default dictionary definition for a field in the Change Events page was not being replaced with its British equivalent.

Increased Size Of CCO/CPCO Wizard's Description Box In Change Events (2/29/2016)

Updated the Project level Changes Events tool to increase the size of the Description box in the Commitment Change Order (CCO) and Commitment Potential Change Order (CPCO) wizard to improve the user experience.

Change Reasons Now Carryover To CCOs From Change Events Tool (2/12/2016)

Updated Procore so that change reasons now carry over to Commitment Change Orders (CCOs) when creating CCOs from the Change Events tool. See Create a CPCO/CCO from a Change Event

Procore Now Adds RFQ Attachments When Creating CCOs (2/11/2016)

Updated Procore so that it now automatically adds RFQ attachments to Commitment Change Order (CCO) when a user creates a CCO from the Project level Change Events tool (see Create a CPCO/CCO from a Change Event), the Project level Commitments tool (see Create a Commitment Change Order), or the Project level Prime Contract tool (see Create a Commitment Change Order from a Prime Change Order). 

Updated Display For Commitment PCOs With No Contracting Company Name (2/17/2016)

Fixed an issue in the Project level Change Events tool where a URL was displayed as the name of the contracting company in the Commitment Potential Change Orders (PCOs) table for commitments. This only occurred for CPCOs without a contracting company. This field has been updated so that when no company name exists, the field will read: "No Contracting Company".

Added CSV Export Button to the Project Level Change Events Tool (2/18/2016)

Added a CSV button next to the Export Data As label on the Change Events List page of the Project level Change Events tool. Users now have the ability to export data to CSV. Prior to this release, users only had the ability to export to PDF.

Users Now Have the Ability to Associate an RFI as the Change Event Origin (2/16/2016)

Users now have the ability to associate an RFI as the origin when creating or editing a change event with the Project level Change Events tool. See Create a Change Event.

Added Column Totals To Footer Of Change Events Log (1/22/2016)

Added column totals to the footer of the Change Events table on the Change Events log page.

Added New Methods To Create PCO Line Items In Change Events (1/22/2016)

Updated the Change Events tool to allow a user to create Potential Change Order (PCO) line items from 3 sources: Scope Estimate Line Items, Request for Quotes (i.e., RFQs that have NOT been promoted to a Commitment Potential Change Order (CPCO)), and CPCO Line Items.

Added Contracting Company To Commitment PCOs In Change Events (1/22/2016)

Added the Contracting Company column to the Commitment PCOs table in the Project level Change Events tool.

Added a Workflow Selector to the Create Commitment Change Order Wizard (1/15/2016)

Added a workflow selector to the Create Commitment Change Order (CCO) Wizard that appears when creating a CCO from a Prime Potential Change Order (PPCO), Change Event, or Request for Quote (RFQ).

Email Notification to Assignee for RFQ Status Changes (1/15/2016)

When the status of an RFQ changes, an email notification is now sent to the assignee. The notification message reflects the new status.

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