Release Notes for 2022-08-01
iOS | Android | API | Imports | Extracts | Drive | Sync | Data Extract
Below are notable changes for the Procore web application for the week ending Friday, July 29, 2022.
Core Tools
Directory
Updates to 'Projects & Bids' Tab in Company Details Pages
Procore has updated the table on the 'Projects & Bids' tab in the Company Details pages to show more than 10 bids. If there are more than 10 bids to show, users can navigate through pages of additional bids. The table itself has been renamed from 'Most Recent Bids' to 'Bids'. See View Company Details in the Company Level Directory Tool.
Reports
Enhanced Reporting for Financials
Procore has released various enhancements to the Company and Project level Reports tools for reporting on Financial Management tools. Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface. See Create a Custom Company Report - Enhanced Reporting and Create a Custom Project Report - Enhanced Reporting.
Preconstruction
No notable changes.
Project Management
Action Plans
Add Item Level Notes on Action Plans
When creating or editing an action plan, users can now add notes to individual action plan items. See Create an Action Plan and Edit an Action Plan.
Inspections
Updated Experience Viewing Inspections on Desktop
Procore has updated the look and feel and added new functionality when viewing Inspections on desktop, to more closely align to the mobile experience. Highlights of the new experience include a new layout, the ability to add and request signatures, and improved performance.
See View Project Level Inspections, View the Activity Feed of Project Level Inspections, Add Signers to an Inspection, and Sign an Inspection.
Financial Management
ERP Integrations
New! Project Financials + Xero™ Connector
Simplify commitment and invoice processing, and access the most up-to-date cost data with the new Project Financials + Xero™ in the ERP Integrations tool. Reach out to your Procore point of contact to get started.
To learn more about the integration, see About Project Financials + Xero™ or visit the Xero™ page on Procore's App Marketplace.
Workforce Management
Introducing Workforce Planning
Procore is proud to introduce Workforce Planning, a Construction Workforce Management solution that provides real-time insight into your workforce's availability and skillset with a centralized rostering, scheduling and communication hub.
With Workforce Planning, you can:
- Schedule your workforce with real-time insight into your workforce's availability and skill set.
- Forecast future projects by planning assignments and using historical data to make educated decisions when looking ahead.
- Connect by providing access to current schedules and streamlining communication to employees with integrated text messages and alerts so everyone is communicating in a single system in real-time.
To learn more, see Workforce Planning.
App Marketplace
Visit the Procore App Marketplace: https://marketplace.procore.com/