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Procore

Release Notes

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

Recent Changes

Models and Coordination Issues Origin Type Filters Added to Observations Tool (04/21/2021)

Procore has added Models and Coordination Issues as filter options in the project's Observation tool. Users can now select these Origin Types from the dropdown when filtering from the Observations List page, see Create an Observation.

Redesign for PDF Exports of Observations (02/10/2021)

Procore has updated the design of PDF exports for items from the project's Observations tool. See Export Observations as a PDF or CSV.

Additional Custom Field Types for Observations Tool (01/20/2021)

Users can now select from following field types when creating custom fields for the project's Observations tool: Company, Project Directory User (Single Select), and Tool User (Single Select). See Create New Custom Fields.

'Create Fieldsets' Button Added to the Observations Tool (11/16/2020)

In an effort to help users more effectively customize tools, Procore has added a Create Fieldsets button to show page of the Observations tool. This allows Admins to apply a fieldset by navigating directly from the Observations tool to the Fieldsets tab at the Company level. See Create Configurable Fieldset from an Observation.

Custom Translation for Observation Types (6/2/2020)

Procore has released the ability for users with 'Admin' level permissions on the company's Admin tool to configure translations for Observation Types created in the Observations tool. This allows teams who work in more than one language to maintain consistency at the project level when recording observations. See Add Custom Translations to Observation Types.

Working Days for Due Dates on Observations (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for observations will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Observations.

Create Custom Fields (2/13/2020)

Company Admin users can now create custom fields for the Observation tool using configurable fieldsets. See Create New Custom Fields. These custom fields will function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. 

All Changes