Below are the notable changes to the project's Prime Contracts tool in 2021.
Create Custom Fields and Custom Sections for Prime Contracts in the Company Level Admin Tool (10/07/2021)
Procore has added the ability to create custom fields in the Company level Admin tool for the project's Prime Contracts 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 Prime Contracts tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a prime contract's 'General Information' section. See Create Custom Sections.
Opt-In Beta Program: Modernized Experience for the Prime Contracts Tool (08/30/2021)
Procore has started the gradual rollout of a new beta version of the Prime Contracts tool, which will be distributed to Procore customers in the coming weeks. This update modernizes the Prime Contracts experience. It also lays the groundwork for additional enhancements to Prime Contracts in the future. When this new beta version becomes available in your environment, you will see a blue banner at the top of the Prime Contract page. During the beta phase, you will be able to freely switch between the current experience and the new beta experience. To learn more, see (Beta) Project Financials: Modernized Experience for Prime Contracts.
new Configurable Fieldsets for Prime Contracts Tool (08/12/2021)
Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Prime Contracts 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 Prime Contracts 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 Prime Contract Change Orders (PCCOs). 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 Prime Contract Change Orders (PCCOs). To learn about budget codes, see What is a budget code? This update does NOT affect Procore customers using the Company level ERP Integrations tool.
New Contracts List in the Prime Contracts Tool (04/15/2021)
The new 'Contracts' list has replaced the existing table on the Prime Contracts tool. Users can no longer switch back to the former experience. For details about the new features, see About the Prime Contracts Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.