Release Notes for 2022-04-18

SCHEDULE: MODERNIZED 'LIST' PAGE

Procore has updated the Project level Schedule tool with a modernized 'List' page. The 'Schedule Change Requests' banner will now show in yellow. Schedule Tasks and Calendar Items will no longer be combined in the same table view. Filters now allow for typehead functionality. See View a Project Schedule. 

View Submittal Attachments in Microsoft® Office 365®

Procore has added the ability to view submittal attachments in Microsoft® Office 365® (View-Only). See View Submittal Attachments.

New 'Send SSOV Notification' Button

If the 'Subcontractor SOV' tab is enabled on the Project level Commitments tool (see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool) invoice administrators can now click a 'Send SSOV Notification' button. This sends an email message to the invoice contact to alert the user to complete line item breakdown in the Subcontractor Schedule of Values. To learn more, see What is a Subcontractor Schedule of Values? To use the new button, see Send a Subcontractor SOV Notification. To respond to SSOV notification, see Update the Subcontractor SOV. 

Modernized Experience for the Commitments Tool

To provide you with a modernized interface and optimizations to improve your ability to create and manage contracts more efficiently, Procore is pleased to announce the general availability of a new experience in the Commitments tool. Users will be permitted to exit out of the modernized experience and return to the legacy experience until the end of Q3 2022. After the end Q3 2022, the legacy experience will be removed and users will be required to use the new experience. To learn more about this release, see Project Financials: Modernized Experience for the Commitments Tool.

Unlink Subcontractor Invoices Synced with ERP

When a Procore project's subcontractor invoices are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor invoice then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.

For more information on a specific ERP integration see:

• QuickBooks® Desktop: Unlink Subcontractor Invoices Synced with ERP
• Sage 300 CRE®: Unlink Subcontractor Invoices Synced with ERP
• Sage 100 Contractor®: Unlink Subcontractor Invoices Synced with ERP
• Sage Intacct®: Unlink Subcontractor Invoices Synced with ERP
• Yardi Voyager®: Unlink Subcontractor Invoices Synced with ERP
• MRI Platform X®: Unlink Subcontractor Invoices Synced with ERP
• Acumatica®: Unlink Subcontractor Invoices Synced with ERP
• Integration by Procore: Unlink Subcontractor Invoices Synced with ERP