Changes by Tool

Configurable Fieldsets, Custom Field Types, and Sections for Action Plans (06/07/2023)

Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organize Custom Fields into sections on Action Plans.  See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?

New Setting for Disabling Overdue Item Email Notifications During Weekends (04/06/2023)

In order to help reduce email interruptions during non-working days, Procore has added a new setting that allows Company Admins to prevent overdue email notifications from being sent to users during the weekend. See Can I prevent emails from being sent on the weekend? and Configure Your Company Settings.

Create Custom Fields for Daily Log equipment Log (03/06/2023)

Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Daily Log 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.

Custom Field Types and Sections for Inspections (02/08/2023)

When creating new Custom Fields for Inspections, you can use new field types such as Project Users, Company, Location, and Date and Time. Additionally, Procore has added the ability to organize Custom Fields on Inspections. Users can create Sections in their Configurable Fieldsets and add Custom Fields to those sections. Custom Fields show within the designated section on the Inspections for projects using that Fieldset. See Create New Custom Fields and What are custom sections and which Procore tools support them?

Orange Lock Icon Added to 'Super Private' Correspondence Types (01/24/2023)

Procore has added a new orange lock icon to 'Super Private' correspondence types in the list of correspondence types in the Company level Admin tool.

Correspondence Type Email Settings Moved to the Correspondence Tool (12/22/2022)

Procore has removed the 'Enable Closed Emails' setting for correspondence types from the Company level Admin tool and added email notification configurations to the project's Correspondence tool. See Configure Advanced Settings: Correspondence and Who receives correspondence item emails and push notifications?

'Date / Time' Custom Field Type Now Available for the Correspondence Tool (12/21/2022)

Users can now select 'Date / Time' as a field type when creating custom fields for the project's Correspondence tool. See Create New Custom Fields.

Unique Entity IDs now supported in Company Level Admin Tool SSO configuration (12/07/2022)

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.

Manage Custom Statuses for Correspondence Types in Company Level Admin Tool (08/24/2022)

Procore has added the ability to create and delete custom statuses for correspondence types in the Company level Admin tool. See Manage Custom Statuses for Correspondence Types.

New Custom Fields & Configurable Fieldsets for Subcontractor Invoicing (07/14/2022)

Procore has added the ability to create custom fields in the Company level Admin tool for the Project level Invoicing tool. The new custom fields function like other custom fields in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Invoicing.

Create Configurable Fieldsets, Custom Fields, and Custom Sections for Change Events (07/11/2022)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Change Events tool to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets and Which fields in the Change Events tool can be configured as required, optional, or hidden? Procore has also added the ability to create custom fields in the Company level Admin tool for the project's Change Events 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, Procore has added the ability to create custom sections for the project's Change Events tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a change event's 'General Information' section. See Create Custom Sections.

Phased Release of Work Breakdown Structure Complete (04/01/2022) 

Procore is pleased to announce that the phased rollout of Work Breakdown Structure that started on March 3, 2022 is now complete. Work Breakdown Structure (WBS) is a robust, flexible method for organizing and reporting on financial information. It includes the new WBS user experience for cost codes, cost types, and sub jobs in the Company and Project level Admin tools. You can now import cost codes, cost types, and sub jobs as segment items to the Company or Project level Admin tool using the Procore Imports app. To learn about the release, see Introducing Work Breakdown Structure.

Introducing Work Breakdown Structure (03/03/2022)

Starting March 3, 2022 through approximately the end of the month, Procore is deploying a gradual, phased release of Work Breakdown Structure (WBS). WBS is a robust, flexible method for organizing and reporting on financial information. The update includes the new WBS user experience in the Company and Project level Admin tools and it will be deployed to all Procore customers. To learn more, see Introducing Work Breakdown Structure. Additional documentation is available on the Work Breakdown Structure landing page. 

Updated Design for Creating Correspondence Types and Adding Template Correspondence Types (02/25/2022)

Procore has made design improvements to the steps for creating a correspondence type and adding template correspondence types. These two options are now accessible from the same button in the Correspondence settings of the Company level Admin tool. See Create a New Correspondence Type and Add a Template Correspondence Type. Additionally, when you create a new correspondence type, the system will suggest similarly named template correspondence types based on the text you enter for the correspondence type's name.

New Custom Field Types Added For the Project's Daily Log Tool (02/24/2022)

The following field types are now available to use for custom fields in the Manpower Log, Notes Log and Visitor Log: Rich Text, Tool User (Single Select), Project Directory User - (Single Select), and Project Directory User - (Multi-Select). See Create New Custom Fields.

Increased Character Limit for Correspondence Type Prefixes (01/11/2022)

Prefixes for correspondence types can now be up to 10 characters in length. See Create a New Correspondence Type and Edit a Correspondence Type.

New Option to Turn 'Correspondence Item Closed' Email Notifications On or Off (01/11/2022)

Procore has added a checkbox on correspondence types in the Company level Admin tool to allow users to decide whether email notifications are sent out when correspondence items created from one or more correspondence types are closed. See Create a New Correspondence Type and Edit a Correspondence Type.

NEW POINT-OF-VIEW DICTIONARY FOR OWNERS  (05/17/2023) 

The Bid Board has been revised to make the language more accessible for the owner audience. When applied to your company's Procore account, the owner point-of-view dictionary changes the labels and names of particular tools and objects in the user interface. For example, owners will now see Portfolio Planning as the tool name instead of Bid Board. See Available Point-of-View Dictionaries.

set and apply project templates in the bid board tool (02/08/2023) 

You can now set multiple projects as templates and apply them to other projects within the Bid Board tool. See Apply a Template in the Bid Board Tool and Set a Bid Board Project as a Template.

change column from 'requested bid item' to 'cost code' IN THE BID BOARD TOOL (02/06/2023) 

A ‘Requested Bid Item’ column has been added for estimates in the Bid Board. See Add Estimates in the Bid Board Tool. After a project has been added to the Portfolio tool in Procore, you can switch the column name from ‘Requested Bid Item’ to ‘Cost Code’ to select your own cost codes.

UNIT OF MEASURE RESTRICTION REMOVED FROM COST CATALOG (04/19/2023)

Unit of measure options are now available for catalog item types in the Estimating tool. Previously, 'each' was the only measurement option for Equipment, Subcontractor, Travel, and Custom catalog item types. Cost Catalog Excel templates have also been updated. See Add Items to a Cost Catalog. 

'taxable' field NOW available for cost catalog items (02/15/2023) 

A 'Taxable' field is now available when adding or editing a cost catalog item in the Cost Catalog tool. See Add Items to the Cost Catalog. Previously, the material tax was applied by default and could only be changed in the Estimating tool. The 'Taxable' field has also been extended to XLS files for bulk updates to cost catalog items. See Import Cost Catalog Items.

Direct Export for Commitments, Commitment Change Orders, and Subcontractor Invoices (07/21/2023)

Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.

Standard item numbering upon export for commitments, Change orders, and invoices  (04/10/2023)

Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.  

Unlink Subcontractor Invoices Synced with ERP (04/12/2022)

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® デスクトップ: 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 クラウド ERP: Unlink Subcontractor Invoices Synced with ERP
• Ryvit による統合: Unlink Subcontractor Invoices Synced with ERP

Enhanced Reporting for Workforce Management (04/10/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

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.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (03/13/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.

Improved Export for QuickBooks® 2022 and After (04/28/2023)

Procore has updated the export files for QuickBooks® Desktop to improve the experience for customers importing their time entries into an upgraded version of QuickBooks® Desktop. Configure your Company Timesheets Payroll Settings based on your QuickBooks® Desktop version. After you Export Timecard Entries from Procore, you can seamlessly Import Procore Time Entries into QuickBooks® Desktop.

Default Cost Types for Timecards and New Defaults for ERP Synced Projects (03/20/2023)

Procore has updated the default cost type for time entries so that time entries more seamlessly connect with your projects' work breakdown structure so that they can display in your budget.

Additionally, Procore is introducing a new setting so that you can define what ERP synced cost types to apply to timecards on your ERP integrated projects so that they can seamlessly integrate with your ERP system. Learn more in this Announcement.

Sort Assignments List by Any Column (08/21/2023)

You can now sort the Assignments List by any column. See Sort and Filter the Workforce Assignments List.

New Employee Information on Look Ahead Report (08/08/2023)

State/Province information is now available in the Look Ahead Report, helping you better understand the location of your employees. See Export the Availability Look Ahead Report.

New Information on Assignments Gantt (07/25/2023) 

When viewing the Assignments Gantt page, you can now see project information, such as daily start and end times, project tags, and wage override information. Additionally, you can configure your Gantt page settings to display job titles and filter for job title as well. See View the Assignments Gantt and Search and Filter the Assignments Gantt.

Create Bid Forms from a csv import (08/03/2023)

You can now create multiple bid forms at once by filling out and uploading a CSV file template. See Import Bid Forms to the Bidding Tool. You can choose to download a template with cost codes, or a blank template without cost codes. 

Add General Items to a Bid Form (06/22/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Bid Form and Do I need to use cost codes on a bid form? This allows more flexibility for defining and controling bid scope. 

Bid Management Enhanced Experience (03/27/2023)

Procore has officially released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. See About Bid Management Enhanced Experience. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network.

Send estimate data to budget preview (08/08/2023)

There is a new preview window available when sending estimate data to the budget. This new feature allows you to view and adjust how estimate costs will be allocated to the project's budget. See Send an Estimate to the Budget. 

Apply WBS budget codes to Estimates (08/08/2023)

The new budget code feature let's you apply WBS budget codes to relevant estimate line items in Procore. Previously, estimate items were only connected to the cost code and cost type in the cost catalog. This feature strengthens Procore's Estimating connection with Procore’s Project Financials tools. See Procore Estimating: Apply WBS Budget Codes to an Estimate.

New Actions menu for Estimates (06/01/2023)

The new 'Actions' drop-menu easily makes available the following options for estimate line items: send to budget, create purchase order, and create prime contract. Previously, there was only a 'send to budget' button that showed options for creating a purchase order and prime contract after being clicked. Now you can see all options from one menu. See Send an Estimate to the Budget, Create a Prime Contract from an Estimate and Create a Purchase Order from an Estimate.

copy group to projects (04/26/2023)

The ability to copy a group within an estimate from one project to another project is now available. This feature saves time during the estimating process when pricing similar projects. Previously, groups could only be copied between estimates within the same project. See Copy a Group to Another Project. 

Unit of measure restriction removed from cost catalog (04/19/2023)

Unit of measure options are now available for catalog item types in the Estimating tool. Previously, 'each' was the only measurement option for Equipment, Subcontractor, Travel, and Custom catalog item types. Cost Catalog Excel templates have also been updated. See Add Items to a Cost Catalog. 

add 3D takeoffs (04/04/2023)

Procore has released a 3D takeoff feature that allows you to add takeoffs directly on Revit® files. See Add 3D Model Takeoffs. As you might have both drawings and models on a project, this feature allows you to use both sources of information within the Estimating tool to perform takeoffs and create estimates more efficiently based on your workflow.

Group by requested bid items (03/15/2023)

This Estimating tool feature is only available for bids sent with bid forms as part of the new Bid Management Enhanced Experience. Grouping by Requested Bid Item allows you to organize bid items by scope of work. See Add an Estimate.

Unit of Measurement Drop-Down Menu added For takeoffs(03/15/2023)

A drop-down menu with unit of measurement options is now available when creating takeoffs within the Estimating tool. See Add Takeoffs.

ability to import bill of materials(03/06/2023)

This feature can be used to import external bill of materials information from a previous source into a new project. Previously, only pricing information of existing projects could be updated and imported within the Estimating tab. See Add an Estimate.

ability to merge estimates (01/19/2023)

If you have multiple estimates and change orders that you would like to merge into one estimate, you can now use the merge feature. This allows you to combine the group items of multiple estimates and change orders into one single estimate without deleting the original estimate. See Merge Estimates.

New 'cost code' column on the estimating tab (01/17/2023)

Procore has added a new 'Cost Code' column to the Estimating tab to allow you to quickly select a cost code for a line item. Previously, cost codes could only be selected through the Edit Item menu. See Edit an Estimate.

Create Coordination Issues from a Model in the Web Viewer (07/17/2023)

You can now create an issue directly from the Issues side panel in the model viewer on Procore's web application without needing to navigate to the Coordination Issues tool. See Create a Coordination Issue in the Model Viewer. This allows you to quickly create issues in the context of the model. 

New Section Box Tool in the Web Viewer (07/17/2023)

A sectioning feature has been added to the model viewer in Procore's web application. See Use the Section Tool on a Model. The Section Box tool allows you to visualize and analyze the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). This helps to identify potential clashes or conflicts between different systems before construction begins.

Object Search Enhancements (07/17/2023)

You can now search for a specific object name to automatically apply it as a filter to see all results for the object in the model. See View a Model. All objects beneath the filtered object are automatically included, but you can choose to hide or show objects as necessary.

Edit the Status of a Coordination Issue in the side Panel (05/01/2023)

The Coordination Issues side panel in the model viewer on Procore's web application now allows you to edit the status of a coordination issue. See Edit a Coordination Issue in the Model Viewer. 

Enhanced Reporting for Workforce Management (04/10/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

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.

USERS WITH COMPANY ADMIN PERMISSION CAN EDIT AND DELETE ANY REPORT TO WHICH THEY HAVE BEEN GRANTED ACCESS OR HAVE THE URL (03/13/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.