Release Notes for 2022-12-12

Unique Entity IDs now supported in Company Level Admin Tool SSO configuration

Users can now set up unique SSO configurations across multiple Procore company instances while using a single Identity Provider (IdP) tenant, by leveraging Unique Entity IDs. See Support for Unique Entity IDs in Single Sign-On.

Excel File Type Option Added for Distributing Custom Reports Created with Enhanced Reporting

Procore has updated the distribution functionality for custom reports created with Enhanced Reporting. Users can now distribute and schedule distributions for custom reports as Excel files. See Distribute a Snapshot of a Custom Company Report and Distribute a Snapshot of a Custom Project Report.

Updated User Permissions for Managing Related Items on Correspondence Items

Procore has updated the required user permissions for adding, editing, or deleting related items on correspondence items. Users with 'Standard' level permissions or higher on a correspondence type can now perform these tasks on correspondence items that they have created. See Add a Related Item to a Correspondence Item.

View All Properties for Objects in a Model

Procore has added 'Default' and 'All Properties' tabs to the Properties window so that you can view and search all properties when needed. See View a Model. Previously, only a specific set of properties were displayed, which are now shown under 'Default'.

Submittals Tool Modernized Experience

Procore has released several design and performance updates to the Submittals tool. These updates provide users with a more consistent and optimized experience when creating and managing submittals in Procore. See Submittals: Modernized Submittals Experience.

Received Date Syncing for Direct Costs in Procore

With Received Date syncing for the Direct Costs tool, users can now enjoy the added benefit of using the pre-fill function in Owner Invoicing to pull in Direct Costs with a Received Date that falls within an invoice's selected billing period. This function was previously unavailable because the pre-fill function requires a date entry to determine if a cost falls within the relevant billing period.

To learn more about the details of this function, see Integration by Ryvit: Received Date Syncing for Direct Costs in Procore.