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Procore

Release Notes

Below are the notable changes to the project's Commitments tool. 

Recent Changes

Create Custom Fields and Custom Sections for Commitments in the Company Level Admin Tool (10/09/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Commitments tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore has added the ability to create custom sections for the project's Commitments tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a commitment's 'General Information' section. See Create Custom Sections.

new Configurable Fieldsets for Commitments Tool (08/12/2021)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Commitments tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets. For a list of fields that are configurable, see Which fields in the Commitments tool can be configured as required, optional, or hidden?

Added 'Budget Code' to Financial Markup for ERP Integrations (07/16/2021)

Procore has started to gradually roll out an updated Financial Markup user interface to Procore customers using the ERP Integrations tool. This added a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs).  To learn about budget codes, see What is a budget code? 

Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment (05/25/2021)

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor SOV to a Commitment and Update a Subcontractor SOV as an Invoice Contact. To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup (05/24/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs).  To learn about budget codes, see What is a budget code? This update does NOT affect Procore customers using Procore with the Company level ERP Integrations tool. 

New Contracts List in the Commitments Tool (04/15/2021)

The new 'Contracts' list has replaced the existing Summary and Detailed tab on the Commitments tool. Users can no longer switch back to the former experience. For details about the new features, see About the Commitments Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.

Previous Changes