Product Releases

Settings for Connection Manager Tool (21/02/2024)

The Connection Manager is a new tool that will allow you to connect your project to another company's project in Procore. Initially, you can set your connection settings and distribution list. See Configure Project Connection Settings, Configure Advanced Settings: Connection Manager, and What should I know about connecting projects in Procore?

UPDATED EXPERIENCE FOR CREATING AND MANAGING CUSTOM FIELDS (12/12/2023)

Procore has updated Custom Fields making them easier to find and manage. Load times for custom fields have improved and small changes have been added to make managing custom fields faster and more intuitive. Additionally, when using multi or single select field types, you can easily search and manage the available options. See Create New Custom Fields and Edit Custom Fields.

Update Your Settings to REceive Tender Invitations Through the Procore Construction Network (04/12/2023)

Paying Procore Accounts can now receive tender invitations through the Procore Construction Network. To update your company’s settings to receive tender invitations, see How can my company receive tender invitations through the Procore Construction Network?

Updated Estimating Settings (14/11/2023)

Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.

Make Bulk Edits to Items in Action Plan Templates (28/08/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the tickboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

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

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 Site Diary equipment Log (06/03/2023)

Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Site Diary 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 (08/02/2023)

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 organise 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 (24/01/2023)

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.

CONFIGURABLE ESTIMATING VIEWS (24/07/2024) 

Configurable estimate table view templates can now be created in the Tender Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Tender Board.

ESTIMATING CONCURRENT USER ACCESS (24/07/2024)

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

PRICE PER SQ FT AMOUNTS ADDED TO Estimate SUMMARY (17/06/2024) 

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

UPDATE EXISTING CHANGE EVENTS USING ESTIMATE VARIATIONS (17/06/2024) 

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating variation. This feature will offer users greater flexibility in the change management process as estimating variations can now be used to create and update existing change events. See  Send a Variation to the Change Events Tool.

NOTES COLUMN ADDED TO ESTIMATE TABLE (04/06/2024) 

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

ESTIMATE TABLE VIEW CONFIGURATION (28/05/2024) 

When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.

TOGGLE ROUNDING FOR QUANTITIES USING 'EA' UNIT OF MEASURE (13/05/2024) 

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

View Notes and Summary in the Side Panel (07/05/2024)

You can now opt to view an estimate's notes and summary in a side panel, so you can see the estimate, notes and summary at the same time. See View an Estimate.

Single Select Custom Fields Available for Tender Board (28/03/2024)

Single-select fields added to the 'Admin (Project Level)' fieldset are now shown on the Tender Board. Information in the field carries over when a project is moved from the Tender Board to the Portfolio tool. See What are custom fields and which Procore tools support them?

Subparts Displayed when Exporting an Estimate to Excel (23/02/2024)

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is £0. If an assembly price is overridden, the assembly price is shown, but the subparts show as £0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

Regional Display for Date and Time (16/01/2024)

The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.

ERP COST CODES AVAILABLE IN THE COST CATALOGUE (01/12/2023) 

ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating, Tender Board and Portfolio Planning tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.

View Cover and Appendix Pages for Tender Proposals (30/11/2023)

When looking at a tender proposal on the tender tab, you can preview the cover page or appendix page by clicking the open in new tab  icon. See Generate a Tender Proposal.

Edit Cost Item Description In Line (27/11/2023)

Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.

Bulk Reset Estimate Quantities (20/11/2023)

If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.

Move Takeoff Layers to a New Group (16/11/2023)

You can move takeoff layers to a new group. See Manage Takeoffs.

Updated Cost Code and Cost Type Settings (14/11/2023)

Cost codes and cost types can now be configured for the Tender Board and Portfolio Planning tools with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Tender Board Settings.

New Search Functionality in Filters (09/11/2023)

When using filters on the Tender Board and Portfolio Planning tools, you can now type into the filter field to easily find the option you want to filter by. See Search for and Filter Projects on the Tender Board.

Permanently Delete Projects (09/11/2023)

You can now permanently delete projects on the Tender Board and Portfolio Planning tools at any time. Previously, deleted projects would be archived for 30 days before they were deleted permanently. See Delete a Project in the Tender Board.

New Bulk Takeoff Actions (08/11/2023)

Procore has updated the bulk functions to expand or collapse takeoff groups and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.

ERP Cost Codes added to tender board tool (10/10/2023)

ERP cost codes are now available for use in the Tender Board and Porftolio Planning tools when adding estimates. This new feature applies to all ERP connectors. See Add an Estimate.

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

The Tender Board and Porftolio Planning tools have 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 Tender Board. See What tool names and terms are different in Procore for main contractors, owners and speciality contractors?

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

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

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

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

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

Unit of measure options are now available for catadiary item types in the Estimating tool. Previously, 'each' was the only measurement option. Cost Catalogue Excel templates have also been updated. See Add Items to a Cost Catalogue. 

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

A 'Taxable' field is now available when adding or editing a cost catalogue item in the Cost Catalogue tool. See Add Items to the Cost Catalogue. 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 catalogue items. See Import Cost Catalogue Items.

'Labour' Type Now Supported for Assemblies (05/05/2022)

The 'Labour' cost catalog type can now be selected for assemblies in the Cost Catalog. Previously, the ability to account for labour in the Cost Catalog and Estimating tools was limited. This release provides more flexibility and helps to ensure that estimates are accurately represented. See Create Assemblies for a Cost Catalog.

'Weeks' and 'Months' Now Available for Labour Cost Catalog Item Type (02/02/2022)

In addition to Minutes, Hours and Days, you can now use Weeks and Months to measure labour. See Add Items to a Cost Catalog.

New 'EPD URL' Field for Catalaog Item Details (31/01/2022)

A 'EPD url' field has been added to the Catalog Details section of a cost catalog item. See Add Items to a Cost Catalog. 'EPD' is used for environmental declarations that are published online.

Project Changes Added to User Change Log (12/05/2025)

In a user's change history, you can now see user actions relating to projects. New logs now include when a user was added to or removed from a project and whether the user's information was copied from the company's Directory. See View User Change History.

Direct Export for Commitments, Commitment Variations and Subcontractor Payment applications (21/07/2023)

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, Variations and payment applications  (10/04/2023)

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 Payment applications Synced with ERP (12/04/2022)

When a Procore project's subcontractor payment applications 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 payment application from Procore and then discover that the subcontractor payment application'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 payment application 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 Payment applications Synced with ERP
• Sage 300 CRE®: Unlink Subcontractor Payment applications Synced with ERP
• Sage 100 Contractor®: Unlink Subcontractor Payment applications Synced with ERP
• Sage Intacct®: Unlink Subcontractor Payment applications Synced with ERP
• Yardi Voyager®: Unlink Subcontractor Payment applications Synced with ERP
• MRI Platform X®: Unlink Subcontractor Payment applications Synced with ERP
• Acumatica Cloud ERP: Unlink Subcontractor Payment applications Synced with ERP
• Integration by Ryvit: Unlink Subcontractor Payment applications Synced with ERP

Conditional Logic Now Available on Inspection Items (17/12/2024)

Procore has introduced conditional logic to Company and Project level inspection templates, enhancing the flexibility and efficiency of inspections. Inspections Conditional Logic allows users to configure inspection line items so that responses control the display of subsequent items, reducing the need for multiple templates and improving accuracy. To learn more, see What is conditional logic within the Inspections tool?

Improved inspections template management (15/11/2024)

Procore has streamlined the management of Company level inspection templates, allowing admins to associate templates with multiple projects simultaneously. This also allows you to now easily view which projects have a company level inspection template. To learn more, see Assign a Company Level Inspection Template to a Project.

View Which Templates Require Photos and Observations (23/10/2024)

When viewing the list of Inspection templates, two new columns show which templates require observations and photos and for how many items. This gives you additional visibility into how your templates are configured. See Create a Company Level Inspection Template.

INSPECTIONS FIELD ACCOUNTABILITY VALUE RELEASE (15/07/2024)

You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as attachments on company level templates and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability. See Create a Company Level Inspection Template.

INSPECTIONS TEMPLATE IMPROVEMENTS VALUE RELEASE (16/11/2023)

Inspection templates have been updated with new features to improve consistency, efficiency and clarity. See Inspections: Template Improvements for more information.

change history now available for permission templates (03/18/2024) 

Procore has released the ability to view the change history of Project and Company level permission templates. This change history will show changes that occurred both before release of this feature, as well as future changes. To learn more, see View the Change History of a Permission Template.

Project Template Enhancements for Documents Tool (12/05/2025)

Project templates now carry over files in the Documents tool to projects created from those templates. These changes will impact projects created from project templates moving forward and do not impact existing projects already created using a template.

With this improvement, save time by not having to re-upload files that each project reuses. See What gets copied over to a new project from a project template? for details.

Project Template Enhancements for Financial Tools (12/05/2025)

Beginning today and extending gradually to all companies over the coming week, users can benefit from project templates carrying over more settings and data from financial tools to projects created from those templates. These changes will impact projects created from project templates moving forward and do not impact existing projects already created using a template.

With this improvement, additional fields in the template's Commitments and Main Contracts tools, including financial markup configurations for Main Contracts, now carry over. See What gets copied over to a new project from a project template? for details.

Project Template Improvements for RFI and Admin Tools (21/01/2025)

Project templates now carry over more settings and data from the Admin tool to projects created from those templates. These changes will impact projects created from project templates moving forward and do not impact existing projects already created using a template.

With this improvement, additional fields in the project Admin tool, such as language selection and location fields, now carry over. See What gets copied over to a new project from a project template? for details.

Project Template Improvements for Drawings, Photos and Specifications Tools (13/01/2025)

Project templates now carry over more settings and data from Drawings, Photos and Specifications to projects created from those templates. These changes will impact projects created from project templates moving forward and do not impact existing projects already created using a template.

With this improvement, all settings for Drawings carry over, but individual drawings do not. All settings for Specifications carry over, but individual specifications do not. All settings for Photos now carry over, as well as albums and album order, but individual photos do not. See What gets copied over to a new project from a project template? for details.

New Document Field Groups for Enhanced Reporting (20/05/2025)   

Procore’s 360 Reporting tool has three new field groups for reporting on document and folder metadata to enhance understanding of document versioning, tags and watchers. The two new project-level field groups from the Documents tool are ‘Folder/Document’ and ‘Folder/Document Watcher.’ The new company-level field group is ‘Company Folder/Document’. Find all three in the Project Execution dataset. See 360 Reporting: Data Guide.

Enhanced Reporting for Preconstruction Estimating Data (20/05/2025)   

Procore released a new dataset in 360 Reporting called 'Preconstruction’ for reporting on project estimation data. The Estimating dataset includes budget item estimates, project estimates and more to assist with project planning and decision making. See 360 Reporting: Data Guide.

Enhanced Reporting for Directory and Portfolio Data (23/04/2025)

Procore released a new dataset in 360 Reporting called "Directory & Portfolio," enhancing the ability to report on directory tool data such as user and company information, projects and more. The "Directory & Portfolio" dataset includes comprehensive data tables for companies, users, projects, insurance, comments and distribution groups. To learn more, see 360 Reporting: Data Guide.

Enhanced Reporting for Payment Data (17/12/2024)

Procore has expanded the 360 Reporting capabilities to include new data objects related to payment processes, enhancing the reporting capabilities for general and speciality contractors. The 360 Reporting tool now supports data on payment beneficiaries, disbursements, payment permissions and more, allowing for comprehensive analysis and management of payment-related activities. To learn more, see 360 Reporting: Data Guide.

New release: 360 Reporting (12/11/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

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

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 Daywork data alongside your financial information in enhanced reporting to gain insights such as labour 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 (13/03/2023)

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 Resource Planning to Directory Sync (22/04/2025)

When data syncs are enabled, users created in Resource Planning now automatically added to your company in the Company level Directory. Previously, users were not associated with a company in the Company level Directory. See Add People to Resource Planning.

'Other' Time Off Selection (02/05/2025)

Procore restored the ability to select ‘Other’ as a reason when specifying time off in Resource Planning. This update enables customers to capture and report specific details for time off, enhancing the ability to manage and analyse important information. See Create Time Off in Resource Planning.

Project Stage Visibility (17/04/2025)

Job stage, configured in the project’s Admin tool, is now visible in Resource Planning when data syncs are enabled. You can view the job stage from the Project Details, add the column on the Project List and filter on the New Assignments Gantt. See Change a Project's Stage of Construction, Configure View for the Projects List and Search, Sort and Filter the Assignments Gantt.

Include Instructions and Scope of Work in Assignment Alerts (08/04/2025)

When sending assignment alerts, you can now include the Assignment Instructions and Scope of Work in the assignment alert. See Configure Default Assignment Alerts and Create Custom Assignment Alerts.

Resource Planning Connects with Timesheets (18/03/2025)

Procore has integrated employees programmed through Resource Planning into the Timesheets creation process. When creating timesheets for people with resource assignments, their start and stop times are automatically filled in based on their assignment in Resource Planning. See Create a Timesheet.

Automatically end Assignments for Inactive or Deleted Users (18/02/2025)

When a user is deleted or marked as 'Inactive', their assignments are automatically ended on the date their user status changes. Any future assignments for that user are archived. See Deactivate People in Resource Planning and Delete People in Resource Planning.

New Layout and Columns for People List/Details in Resource Planning (13/02/2025)

The People List page has an updated layout. Users can see People details without having to navigate away and return to the list page. Easily configure and apply filters, bulk update information and sort every column of data. Additional columns have been added to identify who is available for assignments and any upcoming assignments for a resource, providing greater insight into utilization. See View the People List.

Workforce Planning is now REsource Planning (07/01/2025)

In November of 2024, Procore announced Resource Management, the industry’s first complete labour, equipment and materials solution, designed to streamline how users manage resources across the entire portfolio. With Resource Management, construction businesses can plan, track and forecast labour, equipment and materials seamlessly from one unified platform. To align with this new initiative, 'Workforce Planning' is now 'Resource Planning'.

New Connection with the Project Directory (14/10/2024)

Users who are given resource assignments using the new Assignment and Request modal are automatically added to the project in the Procore Directory. See Create an Assignment.

New Assignment and Request Modal (11/10/2024)

A new modal is available when creating or editing requests in the New Assignments Gantt or when you assignments and requests for new projects. See Create a Request, Create an Assignment, Edit a Request, and Edit an Assignment.

New Layout for the Project List (05/09/2024)

The Project List page has an updated layout. The new layout is faster and requires fewer clicks to take action. See the 'Manage Projects' section in Resource Planning User Guide.

Create a Labour Plan (11/07/2024)

Creating a labour plan helps to visualise you labour and forecasting needs and allows you to simplify project setup by bulk creating resource requests. You can create a labour plan from the Project Details and Assignments Gantt. After you have created your labour plan and filled your resource requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt. See Create a Labour Plan.

Support for Tags from System of Record (05/06/2024)

Tags for people and projects are supported when passing data from your system of record to Resource Planning. See Resource Planning Data Mapping.

Read Receipts for Messages sent in Resource Planning (03/06/2024)

Read receipts are available for messages sent to an individual in Resource Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LaborChart mobile app. See View Read Receipts for Messages.

Faster Project Sync for Resource Planning(30/05/2024)

For companies that have Resource Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Resource Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Resource Planning?

Faster People Sync for resource Planning (28/05/2024)

When you make updates in the People List in the Resource Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Resource Planning?

New Layout for Time Off List (06/05/2024)

The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action and includes improved sorting and filtering. See the 'Time Off' section in Resource Planning User Guide.

New Side-by-Side Layout on the Assignment Boards (30/04/2024)

You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.

Custom Fields on the Totals Page (04/04/2024)

You can now filter by custom fields on for people on the Totals Dashboard. This change gives you greater flexibility when viewing your assignments and requests on the Totals Dashboard. See Search and Filter the Totals Dashboard.

View Synced People and Projects (28/02/2024)

On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and Configure View for the Projects List.

Shift Project Dates for a Future Project (01/02/2024)

Resource Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates.

Company Filter Added (22/04/2025)

A new filter is available in company Timesheets, allowing users to filter projects by the assigned office to streamline the review process for time. The ‘Office’ filter enables larger contractors to assign appropriate offices to projects and rapidly filter time entries by those offices, ensuring accurate payroll processing. Search and Filter Timesheets.

Export and Automatically Mark Time Entries as completed (08/01/2025)

When exporting time entries, you can select to automatically mark all exported time entries as 'Completed'. You will receive an email when the statuses have been updated. Depending on the number of time entries, this may take several minutes. You can navigate away from the page and continue working in Procore, as the statuses will continue to update in the background. See Export Timesheet Data from Procore into Sage 300 CRE®, Export Time Entries from Procore to Import into QuickBooks® Desktop, and Export Your Company's Timecard Entries to CSV.

Weekly Summary for Company Timesheets (03/09/2024) 

When reviewing timesheets, you can see a detailed view of the time entered for employees, as well as daily and weekly hours for the employee across all projects in the new weekly summarised view. The new weekly summary view helps you more easily review timesheets, identify missing or duplicate records and approve timesheets. See View Timecard Summaries in Company Level Timesheets.

Intuitive Start & Stop Times for Split Time Entry (07/11/2023)

When you split a time entry in the Company level Timesheets tool, an additional timecard entry is automatically created with the remaining hours of the original timecard. You can continue to add entries to match the work performed as long as the Total Time of the original timecard entry remains the same. See Reallocate Timecard Entry Hours for an Employee.

Employee ID Column and Filter (10/10/2023)

Procore has added an Employee ID column and filter to Company level Timesheets. You can choose to show or hide the column. With the Employee ID field, you can more easily select the correct employee if there are employees with the same name. Additionally, you can filter by 'Employee ID' and select 'None' to identify if there are employees that need an employee ID added to match your payroll solution. See Customize the Column Display in the Company Level Timesheets Tool.

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

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 (20/03/2023)

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.

references update to action plans (03/09/2024)

When creating an Action Plan, the references section now has two action buttons: "Add Document" and "Add Procore Item." This update will help improve the organisation of Action Plan references while also allowing increased documentation storage. See Create an Action Plan. 

New Templates for action plans (29/01/2024)

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Updates to Requested Record File Selector (16/01/2024)

When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.

Make Bulk Edits to Items in Action Plan Templates (28/08/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the tickboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

CONFIGURABLE FIELDSETS, CUSTOM FIELD TYPES AND SECTIONS FOR ACTION PLANS (07/06/2023) 

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 organise 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?

Bulk Edit Items within Action Plans (22/05/2023)

When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Observations as References and Records (08/05/2023)

Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as a Reference (01/05/2023)

Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.

Add Forms as References and Records (26/04/2023)

Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as Records (04/06/2023)

Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Progress Bar for Plan Items (04/06/2023)

Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.

Filter Action Plan Items (08/03/2023)

Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method or record type. To learn how, see Search and Filter Action Plan Items.

Action Plan Items Now show in 'My Open Items' (17/02/2023)

Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.

Item Level Status (13/02/2023)

Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.

Add Records Not Originally Requested (13/02/2023)

Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.

Copy Action Plan Sections and Items (01/02/2023)

Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.

ADD Submittals AS REFERENCES AND RECORDS (01/02/2023)

Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.

Three New Fields Added to Project Admin (03/12/2024)

These new fields will help you capture a more comprehensive and qualitative view of your projects’ data. Increase your ability to forecast with accuracy and discover actionable, targeted insights into your projects based on:

• Project Sector: Categorise the project based on the facility's function or purpose, such as Retail, Roadwork or Multifamily.
• Work Scope: Categorise the work according to scope, such as New Construction or Renovation/Alteration.
• Delivery Method: Define how stakeholders will collaborate across each phase of the project including planning, design and build. For example, Design-Bid-Build, Design-Build or Construction Manager at Risk.

For new customers, Project Sector and Work Scope will be required by default. Existing customers will have the option to leverage these new fields, but they will not be required without advanced notice. See Create a New Project.

New Heat Map Data for Locations (14/11/2024)

The locations heat map can now reflect total items in a location or all open items in a location. The heat map and legend are dynamic and update based on the filters you select. See View Locations Heat Map and Filter Locations.

Quickly Edit Location Boundaries (14/11/2024)

When updating boundaries for locations generated from drawings, you can now click on the location or its boundary on the map to edit it. Move the boundary to the desired position and press ENTER to save. See Edit Locations.

New Warning when Generating Locations from Non Architectural Floor Plans (14/11/2024)

Procore recommends only extracting locations from Architectural floor plans. If you try to generate Locations from non-Architectural floor plans, a warning will appear and you will be prompted to deselect the non-Architectural floor plans to ensure accurate locations are generated. See Generate Locations from Drawings and Add Tiered Locations to a Project.

Persistent Locations View (22/10/2024)

When viewing your project's locations, your view—including the drawing sheet or revision, location selected, date range, project items and heat map—are now automatically saved. This ensures you can easily return to the Locations Manager and continue from where you left off. See Filter Locations.

NEW locations experience (01/08/2024) 

A new Locations experience is now in phased release and will gradually become available to all accounts over the coming weeks. This new experience is designed to leverage the latest AI technology to automatically create a tiered list of locations based on your project's architectural drawings. To learn more about the new Locations experience, see About Locations.

Compass Data available in Customised Views (20/05/2025)

For users leveraging the Tendering + COMPASS Integration, data from COMPASS is now accessible as an additional set of columns when customizing your views within the Tendering tool. See Customise the Column Display in the Tendering Tool.

New Customisable Views (22/04/2025)

Procore has introduced customisable views for the Tendering tab, enhancing user satisfaction and adoption by allowing solicitors to tailor their primary screen to individual needs. The Tendering tab now supports customization of column visibility and order, with preferences saved between sessions, enabling users to work more efficiently. See Customise the Column Display in the Tendering Tool.

Compass Integration (25/02/2025)

COMPASS data is now available within the Tendering tool, enhancing the decision-making process by streamlining the selection of qualified tenderers and improving overall project outcomes. See About the Tendering + COMPASS Integration.

Updates to Tender Levelling (03/11/2024)

New functionality is available when levelling tenders. These updates include a custom header displaying the tender amount, an overflow menu for direct actions, detailed views of unit costs and quantities, visibility of inclusions, exclusions and comments and the ability to show and download tender attachments. See Level Tenders for a Tender Form.

Invite Canadian Businesses on the Procore Construction Network to Tender (31/07/2024)

Users can invite Canadian businesses to place a tender on their projects using the Tendering tool. See Add Tenderers to a Tender Form.

Tender Form Name Auto Suggestion (31/05/2024)

When creating or editing tender forms, you will be given name suggestions based on your company's configured trades and cost codes. If trades have not been configured for your company, a list of industry standard trades will be generated instead. Clicking on the suggested name will add it to the text field automatically. You may also choose to ignore name suggestions and use your own name. See Create a Tender Form.

blind Tendering Controls (15/05/2024)

You can now assign a Blind Tendering Manager to a tender package with blind tendering enabled. The Blind Tendering Manager will have the option to show and hide submitted tenders inside of a tender package. They will also receive an email notification upon the creation of a tender package. Actions associated with blind tendering are also recorded in the change history of the tender package. These include: Blind tendering being turned on or off and blind tendering managers being assigned, removed or replaced. See Show or Hide Blind Tenders on a Tender Package.

Import Sections on Tender Forms (22/03/2024)

You can now import sections when importing tender forms to Procore. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Tender Forms to the Tendering Tool.

Copy a tender Package (18/03/2024)

After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy and if you want to copy both tenderers and line items to the new tender package. See Copy Tender Forms from a Previous Tender Package.

Note: This feature is only available for tender packages created after this date. 

Trade Filter (14/03/2024)

Two new filters are available for you to filter tender forms. You can now filter tender forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Tender Form.

Tender Form Sections (01/02/2024)

In projects using Tender Management Enhanced Experience, you can now add sections to tender forms. See Create a Tender Form. 

Sections provide greater flexibility and better organisation for line items. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for tender packages created after this date. 

Search Tenderers on a Tender Package (16/01/2024)

For projects using Tender Management Enhanced Experience, a search bar has been added to the Tendering tab of tender packages so that you can quickly find specific tenderers on your tender list. You can search by company name or tender recipient name and partial searches are supported. See Filter and Sort Tendering Information. 

Invite Paying Procore Customers to Tender Using the Procore Construction Network (04/12/2023)

In projects using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers to a Tender Form.

Flexible Response types for Tender Forms (09/10/2023)

Instead of being restricted to one accounting method for an entire tender package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on tender forms. See Create a Tender Form. 

As part of this release, new projects using Tender Management Enhanced Experience no longer have separate accounting method settings for tender packages. See How do I set the accounting method for tenders?

General Items and CSV Import Features now available for ERP Integrated Accounts (13/09/2023)

Users in accounts that are ERP integrated can now add general items to tender forms and create tender forms from CSV imports. See Import Tender Forms to the Tendering Tool, Create a Tender Form, and Do I need to use cost codes on a tender form? 

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

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

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

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

Tender Management Enhanced Experience (27/03/2023)

Procore has officially released Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This experience includes features such as tender forms, tender levelling and an integration with the Procore Construction Network.

New 'Notes' Column for Line Items in Budget and Forecasting Views (12/5/2025)

Teams can now add a Notes column to budget and forecast views. This gives your team essential context about specific line items to improve decision-making. Notes are visible within Procore in views, exports, reports and snapshots. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. For details, see About Budget Notes.

Beta  Try Out a New 'Status' Filter for Main Contract Payment Applications in Procore's Budget Views (12/05/2025)

Procore invites you to try out a new 'Status' filter that works with the 'Owner Payment application' source column on a budget view, letting budget view users filter budget line items by owner payment application status: Draft, Under Review, Revise & Resubmit and Approved. To participate in this beta program, contact your Procore point of contact. To learn more, see Set up a New Budget View.

Enabled Workflows Data for Budget Changes for Procore Custom Solutions (12/05/2025)

For teams using custom forms created by Procore Custom Solutions, Procore introduced the capability to enable workflows data for budget changes, streamlining the budget management process by integrating workflow data directly into custom PDF reports. This enhancement improved the accuracy and efficiency of budget tracking and reporting, providing construction stakeholders with a comprehensive view of budget changes and their associated workflows. 

Beta  Budget Code Attributes for Work Breakdown Structure (25/04/2025)

Procore has introduced the ability to create and assign attributes at the budget code level, enhancing flexibility and customization for users. The Budget tool now supports attribute grouping and filtering, as well as budget export capabilities. This programme can be enabled by a user with 'Admin' permissions on the Company Admin tool using Procore Explore. If you don't have Procore Explore, contact your Procore point of contact. To learn more, see About Budget Code Attributes.

CONFIGURABLE RED TEXT ON BUDGET LINE ITEMS (11/11/2024)

With this release, a new setting is introduced that allows users to control whether budget line items appear in red when any of their values are negative. This feature provides flexibility for users who prefer not to have line items highlighted in red. When the setting is turned ON, negative values will be displayed in red text on both the budget and PDF, as is currently the case. When the setting is turned OFF, all text will appear in black, except for hyperlinks, regardless of negative values.

View Labour Productivity Tracking with Flexible Work Breakdown Structure (17/06/2024)

You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets and report  at the right level of granularity, for an enhanced real time labour productivity cost Budget View. See Resource Tracking and Project Financials: Setup Guide.

New Configuration Setting for Automatic Change Event Creation (13/05/2024)

A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.

Enhanced file uploads with Broader Format Support (12/05/2025)

Procore introduced the capability to upload additional file types to to change events, aligning the supported file types with other Project level tools, such as Submittals. This improves document management efficiency. The supported file types include: .bmp, .csv, .eml .gif, .jpg, .pdf, .rar, .rtf .sta, .tif, .tiff, .txt, .wpd, .xer, .xps, .zef, .zip, application/*, audio/*, text/* and video/. To learn how to upload a file as an attachment, see Create Change Events or Edit Change Events.

Latest Cost Setting for Variation Requests in Change Events (12/05/2025)

Procore introduced a new setting in the Change Events tool that allows Variation requests to follow the Latest Cost instead of the Latest Price, enhancing flexibility and accuracy in financial management. The new Latest Cost setting lets users maintain up-to-date financial records, improving decision-making and project outcomes. To learn more, see Configure Settings: Change Events.

Modernised change Events Tool (18/04/2025)

The Change Events Tool user interface has been modernised to provide a more seamless, user-friendly experience. There is no change to functionality.

Signature Required Column Now Available in Variations Tool (12/05/2025)

Procore added a 'Signature Required' column to the Variations tool. When users link their DocuSign^© account to a Procore project, this column works just like it does in the Main Contracts tab, eliminating the need to search through the Change History tab on a commitment or main contract determine the variation's signature status. To learn how this column works, see When does the 'Signature Required' column in the Variations tool display the signer's name?

Auto-Pin Columns to Improve Horizontal Scrolling in Commitments Tool  (12/5/2025)

Procore's Commitments tool now automatically pins the Number, Contract and Title columns on the  Contract tab, similar to freezing columns in a spreadsheet.. It also pins the Item Number and Budget Code columns on the contract’s Bill of Quantities card. This keeps essential data visible while you view other details.

Added a Tax Code Column to CSV Imports for Amount-Based accounting (12/05/2025)

Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Commitments tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import Commitment BOQ Line Items from a CSV File.

Enhanced Custom Fields for Variations (12/05/2025)

Procore has updated the Commitments tool to display Custom Fields on Potential Variations (PVs). This enhancement allows users to better manage and customise their variation processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor payment applications have a new warning banner that will appear when retention is released. The banner will appear from the Bill of Quantities (BOQ) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Payment application.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Payment application Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor payment application experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.

Custom Fields now visible in commitments List view (01/05/2023) 

Users can now see custom fields in the commitments list view table. Users can now view, filter, and sort by custom fields in the list view. 

Co-ordination Issues Available In The Documents Plugin for Autodesk® (07/05/2024)

You can now view and manage co-ordination issues in Revit® when using the Documents Plugin for Autodesk®. Some of the actions you can perform include opening co-ordination issues in Revit®, making updates, adding comments and clicking issues to see their locations within the model. See Getting Started Guide: Documents Plugin for Autodesk®

Import co-ordination issues from a bcf file (17/01/2024) 

Procore has added a new import feature to the Co-ordination Issues tool that allows you to create co-ordination issues directly from a BCF file. See Import Co-ordination Issues from a BCF File. If you use the Models tool on the project, you can choose to associate the issues with a specific model for easy reference. 

Enhanced Correspondence List View in open beta (18/03/2025)

The Correspondence list view page has a modernised user experience with new filter and column options for interested customers. Reach out to your Procore point of contact to enable the Correspondence List View open beta and make use of the following features:

• New filter options: You can now filter by custom fields you created!
• New column option: Select 'Workflow' from the column options in the 'Table Settings'  menu to add a column with workflow status information.
• Group by Type: Organise your data table rows by correspondence type. 
• Bulk Edit: A new quick edit option appears after selecting one or more items and the new edit window integrates with the page. See tips for bulk editing. 

Start Correspondence Workflows on Mobile (28/01/2025)

You can now use your mobile device to create correspondence items with workflows applied! After a company admin sets up a workflow template at the Company level, you can send correspondence items through an approval workflow to streamline formal communication processes and enforce contractual obligations. Now that workflows are available in the Correspondence web application, Procore is extending this integration to the mobile app.

Correspondence items have the following differences when a workflow is assigned and the item is issued:

• ‘Status’: Read-only field that auto-populates with information from the workflow.
• ‘Due Date’: Read-only field that auto-populates with dates determined by the workflow and has a name change to 'Current Step Due Date'.
• ‘Assignees’: Read-only field that auto-populates with the user assigned to the current step as determined by the workflow. The field's name changes to 'Current Step Assignee', but the 'Assignees' field remains a reportable, single field listing all assignees across the workflow. 
• ‘Distribution Member’: Any distribution members in the workflow template automatically populate here and cannot be removed once the workflow initiates. Additional members can be added using the Procore web application, but only distribution members in the workflow template receive notifications. 
• ‘Create & Issue’: Tapping this button automatically starts the workflow process for the item. Or, you can save the item as a draft.

Correspondence Workflows Enhanced & available to starter pack customers (21/01/2025)

Procore Starter Pack accounts can now use workflows on correspondence items! The Correspondence workflows integration is rolling out to Starter Pack accounts over the next few days. After setting up a workflow template at the Company level, correspondence items can be sent through a workflow to streamline formal communication processes and enforce contractual obligations.

Along with this expansion in availability, correspondence items also have the following changes when a workflow is assigned and the item is issued:

• ‘Status’: Read-only field that auto-populates with information from the workflow.
• ‘Due Date’: Read-only field that auto-populates with dates determined by the workflow and has a name change to 'Current Step Due Date'.
• ‘Assignees’: Read-only field that auto-populates with the user assigned to the current step as determined by the workflow. The field's name changes to 'Current Step Assignee', but the 'Assignees' field remains a reportable, single field listing all assignees across the workflow. 
• ‘Distribution Member’: Any distribution members in the workflow template automatically populate here and cannot be removed once the workflow initiates.
  • Manually add additional distribution members on the correspondence item to give them item access. However, notifications are only sent to members on the workflow distribution list, not the correspondence item distribution list. 
• ​​​​'Post Response and Change Status' button: Since the item’s status is determined by the workflow, this button becomes ‘Post Response’.

'non-editable' setting for open and closed Correspondence items (13/11/2024)

Procore's new 'non-editable' option enhances correspondence integrity by disabling editing for correspondence items that are no longer in Draft status. This ensures a stable record of the information all parties received and responded to in the Correspondence tool. Even Admins cannot edit correspondence items that have been created and issued when 'non-editable' is turned on at the company level. However, users can still respond to correspondence items and link related items. Work with your Procore point of contact to enable this functionality for your account and see Edit a Correspondence Item for more information. 

new Correspondence notification options for removing users and Editing ITEMs  (12/09/2024)

To improve transparency and data integrity, the Correspondence tool has two new notification options: 1) "Item Updated" sends a notification to the user roles enabled in the Correspondence email matrix when an "Open" Correspondence item is edited and 2) "User Removed" sends a notification to the user removed from a correspondence item's "Assignee", "Distribution" or "Received From" fields if the particular user role associated to those fields has this notification enabled in the Correspondence email matrix. These features are available for all accounts via a project's Configure Settings. For email notification details, see Who receives correspondence item emails and push notifications?

Improvements to Item Layout, Loading icon and close date (05/09/2024)

The Correspondence tool has the following three improvements when viewing an item:

• Fieldset layout: Correspondence items now display in a four-column layout instead of a three-column layout.  This provides a consistent experience across Procore tools.

• Loading spinner: Previously, when clicking either the ‘Save as Draft’ or ‘Create & Issue’ button, both of the buttons displayed a loading spinner, but now only the button that was clicked shows a loading spinner. 

• Item close date: When a Correspondence item is closed, the date now appears next to the ‘Status’ field on the item view page. 

enhancements to custom statuses in Correspondence (25/06/2024)

Procore users have two new custom status mapping options for correspondence items: ‘Closed - Unsuccessful’ and ‘Closed - Successful’. Both options close an item, but 'Closed - Successful' results in a green status and 'Closed - Unsuccessful' in red to show that the issue was not approved or completed. Two separate categories for closed items allows for more detailed reporting.

In addition, users utilising the Workflows tool can now associate a Correspondence custom status to a workflow step’s Item Status. For example, custom statuses mapped to ‘Closed - Successful’ will be available for successful End Steps and custom statuses mapped to ‘Closed - Unsuccessful’ will be available for unsuccessful End Steps.  This improves progress tracking by allowing more accuracy in associating statuses with workflow steps. 

custom statuses used in Correspondence items and workflows cannot be deleted (25/06/2024)

To preserve data integrity, custom statuses that are used in a correspondence item or a correspondence workflow cannot be deleted. See Manage Custom Statuses for Correspondence Types.

Linking Items is Now separate from Correspondence Fieldset (17/06/2024)

The Correspondence tool has a new way of linking an origin correspondence and origin RFI to a correspondence item. Instead of of adding them while creating an item, Procore's new Link button helps users select the correct origin items. The origin items then show up in the Links section of the correspondence item. This centralises all linking and improves the user experience. See Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item. 

Creating and linking new correspondence, RFI or change events to a correspondence item still works the same and can also be accessed via the new Link button.  See Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item.

'Closed' status prevents responses (03/05/2024)

Procore users can no longer add responses to correspondence items with a 'Closed' status or a custom status that is mapped to 'Closed'. This reduces the possibility of missed information. 

Correspondence Tool included in Procore starter packs (22/04/2024)

The Correspondence tool is now part of Procore's Starter packs for new and existing customers! Correspondence starter pack customers can create 10 correspondence types from our pre-built templates. See Create a New Correspondence Type and reach out to your Procore point of contact to learn more. 

Visual Updates to Correspondence Item Pages (10/08/2023)

Procore users now see a modernised design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.

Orange Lock Icon Added to 'Super Private' Items in Correspondence List (24/01/2023)

Procore has added a new orange lock icon to items that were created using 'Super Private' correspondence types to the List and Archive tabs in the project's Correspondence tool.

Configurable and Custom Fields Available on More Log Types (18/02/2025)

The Site Diary tool now supports configurable fieldsets and custom fields on more log types. For details, see What are configurable fieldsets and which tools support them? and What are custom fields and which tools support them?

new Quick Create Option on Site Diary (18/02/2025)

With this enhancement, you can reduce time scrolling. Simply click the 'Create' button at the top of the Site Diary and select a log type. Then, the system navigates you to the section of the log you selected from the 'Create' menu. Fill in the log as needed. See Create Site Diary Items for details.

new 'Copy Log' Granular permission (16/12/2024)

Procore has introduced a new Granular Permission for the 'Copy' feature within the Site Diary, allowing Standard and Read Only users to efficiently replicate daily entries without requiring Admin level access. To learn more, see Copy a Site Diary.

Collaborator Entry added to more Site Diary Types (16/12/2024)

Support for the Collaborator Entry feature has been added to the following Site Diary Types: Programmed Work, Productivity, Phone Calls, Inspections, Safety Violations, Plan Revisions, Accidents, Quantities, Equipment, Skip, Waste, Delays.  To learn more about Collaborator Entry, see Create Site Diary Entries as a Collaborator.

Modernised Settings Experience (15/10/2024)

The Site Diary tool now has a modernised, more intuitive layout and design. To learn more, see Configure Advanced Settings: Site Diary.

Improved Time Inputs in the Procore Web Application (20/06/2024)

Procore has added the ability to input time entries on logs in precise hour and minute increments in the web application. Previously, input for time entries on diary items could only be entered in five (5) minute increments.  

New Granular Permission for Collaborators (17/10/2023)

Procore has added a new granular permission for the Site Diary tool that allows collaborators to see site diary entries made by other collaborators at their same company. Learn more by reading the announcement or see What granular permissions are available for the project's Site Diary tool?

Project Changes Added to User Change Log (12/05/2025)

In a user's change history, you can now see user actions relating to projects. New logs now include when a user was added to or removed from a project and whether the user's information was copied from the company's Directory. See View User Change History.

New Granular Permission to Manage Insurance in the Project Directory (18/02/2025)

A new granular permission called "Manage Company Insurance Information" within the Project Directory will soon become available. This permission allows users to create, edit, view and delete insurance information, specifically for Read-Only or Standard access levels. This new granular permission reduces the number of users who require Admin permissions for insurance management, improving security and control of your environment. See Add Project Insurance to a Company Record in the Project Directory and Remove Project Insurance. 

Automatic Processing of 3D Model Files for Procore BIM Customers (20/02/2024)

3D Model files in the Documents tool are now processed automatically in Procore accounts that have the BIM product. See View and Download 3D Models in the Documents Tool.

Support for 3d DWG Model Files (12/12/2023) 

Procore now supports the ability to upload, process and view 3D DWG files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Support for IFC Model Files (10/04/2023) 

Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Export OBject Data From a Model (13/03/2023) 

Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.

NEW COPY AND DUPLICATE BUTTONS FOR MARKUPS IN DRAWINGS TOOL ON WEB (16/12/2024) 

The Drawings tool has two new actions for markups–copy and duplicate! Copy saves the markup(s) to your clipboard so you can paste it into a different drawing. If both drawings are the same dimensions, the markup automatically pastes to the same coordinates as the original drawing. Duplicate creates a duplicate of the markup and pastes it near the original in the same drawing, so you can move it to the desired location within the drawing. Selecting more than one markup at a time allows you to take these actions in bulk. Find these new buttons in the menu that appears when you click on a markup and start speeding up your markup process today! See Edit Drawing Markups.

Generate and Print QR Codes for Drawings (20/05/2024)

You can generate QR codes for your project's drawings and print them to post them at a job site. Users can scan the QR Code with the Procore Mobile app and view the drawing on their mobile device. See Generate and Print QR Codes for Drawings, Scan a QR Code (Android), and Scan a QR Code (iOS).

More Precise Measurements on Drawing Markups (10/07/2023)

Measurement markups added to drawings will now show fractions of measurements within a precision of 1/32. See Add Measurements to a Drawing. These measurements can be viewed on all Procore applications (Web, iOS and Android) and on drawings that have been downloaded as PDFs with markup. See Download Drawings.

Note: This change does not affect existing drawing measurement markups created before July 10, 2023.

Advanced Option for Detecting Revisions After Underscores in Drawing Numbers (08/05/2023)

Procore has updated an advanced option in the Upload Drawings modal to allow revisions to be pulled from drawing numbers with underscores (_). See Upload Drawing Revisions. The 'Contains Revision' tickbox has been changed to a 'Drawing No. Contains Revision' drop-down menu, where you can now select if drawing numbers contain revisions or not and if the revisions are after the last decimal or the last underscore.

Note: As part of this update, the 'Drawing Revision' field under Advanced Options was renamed to 'Default Revision'.

New Estimate Columns & Terminology Changes (25/09/2024)

New columns have been added to the estimating table. With this update, users can now review total cost, total cost per square foot, total cost per square foot of the project and total sales per estimate line item. Some preexisting column headers have been updated to accommodate the new total cost columns, including 'Item Cost' being updated to 'Unit Cost', 'Total Cost' being updated to 'Subtotal Item Cost' and 'Total Sales' being updated to 'Subtotal Item Sales'.

Additionally, the term 'Bid' has been renamed to 'Proposal' across the platform.

As a part of this update, price per square foot amounts have also been added to the detail settings in the proposal tab to better facilitate estimate proposals.

Configurable Estimating Views (24/07/2024)

Configurable estimate table view templates can now be created in the Tender Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Tender Board.

Estimating Concurrent User Access (24/07/2024)

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

PRICE PER SQ FT AMOUNTS ADDED TO ESTIMATE SUMMARY (17/06/2024)  

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

Update Existing Change Events using Estimate Variations (17/06/2024)

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating variation. This feature will offer users greater flexibility in the change management process as estimating variations can now be used to create and update existing change events. See  Send a Variation to the Change Events Tool.

Notes column added to estimate table (04/06/2024)

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

Estimate Table View configuration (28/05/2024)

When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.

Toggle Rounding for quantities using 'ea' Unit of Measure (13/05/2024)

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

Automapping for 3D Takeoffs (18/04/2024)

When creating 3D takeoffs, use the new auto-mapping functionality to extract properties from your 3D model and map them to materials and assemblies in your cost catalogue. After you verify mappings and measurement types, create takeoffs for all the objects with a single click. See Add 3D Model Takeoffs Using Auto-Mapping.

Preview a Purchase Order before Creating (23/02/2024)

When creating a purchase order from an estimate, you can now see a preview before the purchase order is created. See Create a Purchase Order from an Estimate.

Subparts Displayed when Exporting an Estimate to Excel (23/02/2024)

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is £0. If an assembly price is overridden, the assembly price is shown, but the subparts show as £0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

New Preview When Sending a Variation to the Change Events Tool(08/02/2024)

When you send a variation to the Change Events tool from an estimate, a new preview is available. On the preview screen, you can select to only send costs to the Change Events tool or send the entire variation including adjustments. See Send Variations to the Change Events Tool.

Section Box Tool for 3D Models (22/01/2024)

The Section Box tool has been added when viewing a model in the Estimating tool. The Section Box tool allows builders and contractors to effectively visualise and analyse the internal structure of a building (such as the placement of pipes, ducts and electrical systems). Builders and contractors can identify potential clashes or conflicts between different systems before construction begins, helping to reduce errors and improve the overall efficiency of the building process. See View 3D Models in Estimating.

New Preview When Creating a Main Contract from an Estimate (16/01/2024)

A preview is now shown when taking the action to create a main contract from the Estimating tab in the Estimating tool. See Create a Main Contract from an Estimate.

Regional Display for Date and Time (16/01/2024)

The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.

Manage Project or Company Level Budget Codes in Estimating (10/01/2024)

When managing budget codes in the Estimating tab, you can now manage both Project and Company level settings. See Assign Budget Codes from an Estimate. 

Search for Model Objects in The Estimating Tool (14/12/2023)

You can now search for model objects when viewing a 3D model in the Estimating tool. See Search for Model Objects in Estimating.

Enhanced Estimating layout (13/12/2023)

There is now an enhanced estimating layout option that provides a simplified view of estimates and gives you greater control when exploring your estimate details in Procore. See Procore Estimating: Enhanced Estimating Layout.

ERP COST CODES AVAILABLE IN THE COST CATALOGUE (01/12/2023) 

ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating and Tender Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.

View Cover and Appendix Pages for Tender Proposals (30/11/2023)

When looking at a tender proposal on the tender tab, you can preview the cover page or appendix page by clicking the open in new tab  icon. See Generate a Tender Proposal.

Edit Cost Item Description In Line (27/11/2023)

Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.

Bulk Reset Estimate Quantities (20/11/2023)

If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.

Move Takeoff Layers to a New Group (16/11/2023)

You can move takeoff layers to a new group. See Manage Takeoffs.

Updated Estimating Settings (14/11/2023)

Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.

New Bulk Takeoff Actions (08/11/2023)

Procore has updated the bulk functions to expand or collapse takeoff groups and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.

Lock and Unlock Takeoff Layers (23/10/2023)

When creating takeoff layers, you can lock layers that you have finished or are not using. When locked, you cannot create or edit measurements for the takeoff layer. This allows you to indicate which measurements are complete and prevents accidentally moving measurements in different layers when working on the same drawing. You can unlock layers to make changes at any time. See Manage Takeoffs.

New Snap to Points for takeoffs (07/09/2023)

There is a new snap to points feature available when managing takeoffs. Snap to points gives you greater control when creating objects for your takeoffs. See Manage Takeoffs.

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 catalogue. 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 (01/06/2023)

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

copy group to projects (26/04/2023)

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 catalogue (19/04/2023)

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

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 tender items (15/03/2023)

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

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

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(06/03/2023)

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 (19/01/2023)

If you have multiple estimates and variations 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 variations into one single estimate without deleting the original estimate. See Merge Estimates.

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

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.

Modernised Layout for Forms Tool on Web (7/1/2025)

Look for a new modernised appearance on several pages of the Forms tool and company Admin tool where Form templates are created or edited. All the same tasks and features are available in each of these tools. For example, instead of the ‘Email’ and ‘Delete’ buttons in a side-panel on a form’s Info page, they are integrated into the main area of the Info page. See Email a Form for instructions. In the company Admin tool, creating and editing form templates works the same as before but with an updated layout. See Create a Company Level Form Template for instructions.

Project Links carry over from project templates (13/08/2024)

Project links now carry over from the Home page of a project template to a new project created from that template. See What gets copied over to a new project from a project template? for details. 

Equipment Available for Inspection Programmes and Inspection Filters (13/01/2025)

When creating an inspection programme, you can select a piece of equipment to be inspected. See Create an Inspection Programme.

Filter Inspections by Equipment (13/01/2025)

You can filter inspections and inspection programmes by equipment. See Search and Filter Inspections and Search and Filter Inspection Programmes.

Conditional Logic Now Available on Inspection Items (17/12/2024)

Procore has introduced conditional logic to Company and Project level inspection templates, enhancing the flexibility and efficiency of inspections. Inspections Conditional Logic allows users to configure inspection line items so that responses control the display of subsequent items, reducing the need for multiple templates and improving accuracy. To learn more, see What is conditional logic within the Inspections tool?

Improved inspections template management (15/11/2024)

Procore has streamlined the deployment of inspection templates from the project level to the company level, introducing a 'Clone to Company' feature for easy assignment. This feature ensures that valuable insights and efficient processes discovered in one project can be quickly shared and adopted across the entire company, enhancing overall project quality and execution. To learn more, see Clone a Project Inspection Template to a Company. 

View Which Templates Require Photos and Observations (23/10/2024)

When viewing the list of Inspection templates, two new columns show which templates require observations and photos and for how many items. This gives you additional visibility into how your templates are configured. See Create a Project Level Inspection Template.

Inspections field accountability value release (15/07/2024)

You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as drawings, photos, forms and more and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability.

inspections alphanumeric numbering (23/02/2024)

You can now add letters and special characters to inspection numbers when creating or editing an inspection. This will enhance your ability to efficiently find and identify inspections. See Create a Project Level Inspection for details. 

INSPECTIONS TEMPLATE IMPROVEMENTS VALUE RELEASE (16/11/2023)

Inspection templates have been updated with new features to improve consistency, efficiency and clarity. See Inspections: Template Improvements for more information.

EMAIL AND PUSH NOTIFICATIONS (21/03/2023)

Email and push notification configurations for the Project level Inspections tool have been added to inform users of inspection progress in real time. Read the Announcement and the tutorial to Configure Advanced Settings: Project Level Inspections.

Beta  Routing Commitment Payment applications based on Commitment Custom Fields (29/04/2025)

Procore enables users to configure and route Commitment Payment application Workflows based on custom fields set on the parent Commitment. The Commitment Payment application Workflow feature allows users to automate payment application routing, reducing manual intervention and minimizing errors.  Learn more about this feature by visiting Create a Workflow Template.

Commitment Payment application retention controls Now In General Availability (10/02/2025) 

Procore is pleased to announce the general availability of commitment payment application retention controls for Payment application Management. The new 'Subcontractor Default Payment application Type' drop-down in Configure Settings: Payment applications lets 'Admin' users determine billable columns—Work and Materials, and/or Retention. 'Admin' users can select billing options when sending invites to bill and set a default payment application type for payment applications created by subcontractors without an invite. Learn more about this feature by visiting Send an Invite to Bill to a Payment Application Contact and Accept or Decline an Invite to Bill as a Payment Application Contact. 

Automated Movement of Stored Materials on Payment applications Now In General Availability (10/02/2025)

Procore is pleased to announce the general availability of automated movement of stored materials on payment applications. This feature automatically transfers stored materials balances to the "Work Completed from Previous Application" column on subsequent payment applications, streamlining the payment applications process for both owners and subcontractors. This functionality eliminates manual adjustments and reduces the risk of errors, saving you time and improving accuracy. Learn more about this feature by visiting About Stored Materials.

Conditional Routing for Commitment Payment applications Based on Stored Materials Now Generally Available (28/01/2025)

Procore has introduced a new feature in the Workflows tool that allows Project Managers and Project Accountants to route commitment payment applications through workflow steps based on Materials Stored Amount. The Materials Stored Amount option enables users to set a monetary threshold for workflow routing, allowing conditional routing of workflows based on a specified amount of Stored Materials. To learn more, see Create a Workflow Template and What are the different types of steps in a workflow?

Enhanced Commitment Payment applications Workflow Conditionals (06/01/2025)

Procore updated the Workflows tool with new conditional routing options for subcontractor payment applications to improve flexibility. Payment applications can now be routed through workflow steps based on factors such as Gross Amount, Retention Released Amount, Total Retention Released and Total Completed and Stored to Date. See Create a Workflow Template and What are the different types of steps in a workflow?

Beta  Commitment Payment application retention controls for payment application management (10/12/2024)

A new ‘Subcontractor Default Payment application Type’ drop-down in Configure Settings: Payment applications allows ‘Admin’ users to determine what columns are billable on a payment application–Work and Materials, and/or Retention. When sending invites to bill, ‘Admin’ users can now select what can be billed for on the payment application created from that invite. Users can also set a default payment application type for payment applications created by subcontractors who aren’t sent an invite. See Send an Invite to Bill to a Payment Application Contact and Accept or Decline an Invite to Bill as a Payment Application Contact. 

Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)

Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Payment applications, allowing Procore Payment application Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and main contract payment applications. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Payment applications.

Beta  Automated Movement of Stored Materials on Payment applications (12/08/2024)

Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next payment application created. This configuration applied to both Owner and Subcontractor Payment applications. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.

NEW FILTER OPTION FOR MEETING LIST VIEW (28/03/2024)

Procore's Meetings tool now allows you to filter the 'List' view of your meetings by the template field. See Search and Filter Meetings to learn more. 

Large Model Viewing (16/10/2024)

You can now view large models in Procore. Our new feature allows you to bypass the 2GB file size limitation of web browsers by introducing "partitioned models" for Procore's BIM Webviewer SDK. This update divides large 3D models into smaller, manageable sections, ensuring efficient loading and interaction within modern web constraints, thus enabling seamless use of Procore's model tool for handling large models. See View a Model.

Unit of Measurement Support (30/09/2024)

When viewing models, you can now use the unit of measure already in use for your project. See View a Model.

Point to Point Measurement for Models on the Procore iOS App (20/02/2024)

A new 'Point to Point' option has been added to the Measure tool for models on the Procore iOS app. See Measure Distances on a Model (iOS).

Note: This feature is available on the Procore iOS version 2024.0212 and later.

New ‘Isolate in Section Box’ Option in the Model Viewer (23/10/2023)

You can now isolate an object in a section box within the model viewer on Procore’s web application. See Use the Section Tool on a Model.  

Create Co-ordination Issues from a Model in the Web Viewer (17/07/2023)

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 Co-ordination Issues tool. See Create a Co-ordination 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 (17/07/2023)

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 visualise and analyse 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 (17/07/2023)

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 Co-ordination Issue in the side Panel (01/05/2023)

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

Modernised Observations Experience (25/03/2025)

The Observations Tool user interface has been modernised to provide a more seamless, user-friendly experience. The modernised experience is also available when creating Observations from Incident Actions, Inspection Items and Co-ordination Issues. There is no change to functionality. 
 

Maps for Photos - Generally Available (08/01/2025) 

Procore Maps enables users to view photos and other tool items on a map, query them by location and link to the items across various tools. Procore Maps enhances project execution by providing a comprehensive visual tool that integrates seamlessly with other Procore functionalities, facilitating better planning, execution and monitoring of construction projects. See Procore Maps.

improved navigation for bill of quantities (19/04/2024)

When modifying a cell in the Bill of Quantities table, users can now input content and easily move to the next cell after completing updates. 

Main Contract Payment Applications added to Workflows Open Beta (13/03/2024)

Main Contract Payment Applications has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Payment application Workflow.

Custom Fields now visible in Main Contract List view (05/01/2023) 

Users can now see custom fields within the main contract list view table. Users can now view, filter and sort by custom fields in the list view.

Promote Project Level Reports to the COmpany Level (13/03/2025)

Company Admin users can now promote Project level reports to the Company level 360 Reporting tool, facilitating their assignment to various projects. This enhancement eliminates the need to recreate project reports at the Company level, saving time and ensuring consistency and accuracy. See Promote a Project Report to the Company Level. 

Enhanced Reporting for Payment Data (17/12/2024)

Procore has expanded the 360 Reporting capabilities to include new data objects related to payment processes, enhancing the reporting capabilities for general and speciality contractors. The 360 Reporting tool now supports data on payment beneficiaries, disbursements, payment permissions and more, allowing for comprehensive analysis and management of payment-related activities. To learn more, see 360 Reporting: Data Guide.

New release: 360 Reporting (12/11/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

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

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 Daywork data alongside your financial information in enhanced reporting to gain insights such as labour 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 (13/03/2023)

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.

RFIs maintain their 'Open' status when moved to the Recycle Bin (27/1/2025)

When deleting an RFI to move it to the recycle bin, items in an 'Open' status previously were changed to a 'Recycled' status. Now items that were in an 'Open' status will keep that status after they are moved to the recycle bin. You can still filter and report on RFIs based on whether or not they are in the recycle bin.

Modernised RFI configuration settings view (22/08/2024)

The RFIs Tool Configure Settings pages have been updated with a modernised, more intuitive layout. There is no change in behaviours or capabilities.

RFIs TOOL MODERNISED CHANGE HISTORY (26/10/2023)  

Procore has released design and performance updates to the change history page for individual RFIs. Page navigation has been added to improve the navigation experience for RFIs with many changes.These updates provide users with a more consistent and optimised experience in Procore.

Modernised RFI Experience (05/22/2023)  

Procore has released several design and performance updates to the RFIs tool. These updates provide users with a more consistent and optimised experience when creating and viewing RFIs in Procore. Updates include changes to the RFI creation and edit screens, related items and emails tabs. See RFIs: Modernised RFIs Experience.

New lookahead programme Options (08/01/2024)

Procore has updated the project level Programme tool to now give you the option to create a follow-up lookahead that only pulls tasks from your programme while ignoring the previous lookahead information. Previously, Procore pulled in tasks and changes from the previous lookahead as well. See Create a Lookahead Programme.

Project Level programme settings modernization (21/12/2023)

Procore has made several design changes to the project level Programme tool settings. Changes include a modernised navigation menu, new tabs that provide a more simplified and consistent experience and updated user permission settings. See Programme: Project Level Programme Settings Modernization for more detail. 

Modernised Calendar View (17/05/2023)

Procore has updated the the Project level Programme tool with a modernised calendar view, filters and create and edit experience. Learn more in the Announcement and see, Create a Calendar Item and Search for and Filter Calendar Tasks.

ORGANISE SPECIFICATIONS BY AREA FOR WEB AND MOBILE (19/05/2025)

Admins can now organise project specifications by building or project phase by turning on the Specifications by Area feature. Separate specification areas make it easier to find the correct specification, especially when there are multiple specifications with the same title or number. Learn more about how Admins can add, edit or delete specification areas after enabling the feature.

This feature update is available on Procore Mobile apps on iOS and Android.

Modernised layout for specifications tool on web (16/12/2024)

The main page of Procore’s Specifications tool now matches other Procore tools with a modernised and intuitive interface. All the same tasks and features are available and some appear only when you need them such as the edit, download and delete menu appearing once you select list item(s).

Look for all your same buttons and features integrated into the main page instead of listed in a right-side panel. For example, instead of clicking the orange Manually Create Specs Sections button, click the white  ​​​​​​Create Specification button. See Manually Create Specification Sections to see the new interface and get navigational support. 

Modernised Submittal Packages Experience (13/01/2025)

The Submittals tool Packages screens have been modernised to provide a more seamless, user-friendly experience. There is no change to functionality. The new experience is being gradually released to customers over the next week. See Create a Submittal Package.

Duplicate Submittals on a Project (16/12/2024)

Procore has introduced a new option to duplicate individual submittals within the same project. This feature will reduce manual data entry errors and expedite the creation and maintenance of submittals. To learn more, see Duplicate a Submittal.

Submittal Workflow Templates Carry over to new Projects from Project Template (16/12/2024)

When included in a project template, submittal workflow templates will now carry over to new projects created with that template. This change does not impact existing projects that were previously created from project templates containing submittal workflow templates. See Configure a Project Template for details.

Email Recipients Visible in Change History (16/12/2024)

The Change History for the Submittals tool now displays 'Submittal distributed to' along with the email addresses of each recipient in the 'To' column. This feature allows users to track the email history of submittals, ensuring accountability and traceability by showing who received distribution emails. To learn more, see View the Change History of a Submittal.

Modernised Configuration Settings Experience (02/12/2024)

The Submittals tool Configuration Settings screen has been modernised to provide a more seamless, user-friendly experience. There is no change to functionality. The new experience is being released to customers during the next two weeks. See Configure Settings: Submittals Tool.

Reject workflow feature: Admin users can resume paused workflows (16/09/2024)

For projects with the Reject Workflow setting enabled, Submittals tool Admins now have the ability to resume a workflow that was paused due to a rejection. Previously, only Submittal Managers could resume a paused workflow. See Enable Reject Workflows for details.

Granular Permission to Apply Workflow Template (13/08/2024)

A new granular permission for Submittals to “Apply submittal workflow templates” is available in Project Permission Templates. This new granular permission provides customers with the flexibility to allow specific users to apply workflow templates without providing Admin level access to the Submittals tool. See What granular permissions are available for the project’s Submittals tool? for details.

INACTIVATE OR REMOVE DEFAULT SUBMITTAL TYPES (13/08/2024) 

Company Admins can now inactivate or remove default submittal types, providing greater flexibility in managing submittals. This update helps reduce confusion and improve the accuracy of submittal categorization and reporting.

Submittals settings: Number Submittals by Spec Section (26/06/2024)

Users now have the option to enable the setting that allows Submittal numbers to be automatically appended with their respective spec section number. Previously, this feature could only be enabled by contacting Procore. Once enabled and after submittals are created for a project, we do not recommend disabling the setting as it could result in duplicate submittal numbers. See Configure Settings: Submittals Tool for details.

Submittals Workflow configuration option for 'enable reject workflows' (13/05/2024) 

Procore has released a submittals workflows configuration option called 'Enable Reject Workflows'. This feature detects when a workflow participant responds with a 'Rejected', 'Revise and Resubmit' or equivalent custom status and then automatically sets the Action required by to the Submittal Manager for intervention. The Submittal Manager can then resume the workflow, set action required by back to a previous step or close and distribute (and optionally trigger a revision). When enabled, this feature impacts both active, in-progress workflows and workflows that have not yet started. See Enable Reject Workflows for details.

Submittals settings: Replace a single workflow user (15/04/2024)

Users now have the option to replace a single workflow user (Approver or Submitter). See Replace a Workflow User for details.

Calculate workflow step due dates from 'Submit by' date (15/04/2024)

When bulk applying a workflow, users now have the option to calculate the workflow step due dates from each submittals's 'Submit By' date. Previously, workflow step due dates could only be calculated from today's date.

Bulk Add and Remove Distribution List Members Across multiple Submittals (15/04/2024)

You can now add users to or remove them from, distribution lists across multiple submittals at once using bulk actions.

Submittals Workflow Table Enhancements (11/12/2023) 

Procore has updated the Submittals workflow table with multiple enhancements to improve the user interface and functionality. Ellipsis buttons have been removed and the 'Edit Response' and 'Set Action required by' buttons are now located under the new 'Actions' column at the right side of the workflow table. Additionally, attachments located within a submittal workflow are now able to be opened as clickable links for quicker access and viewing. 

SUBMITTALS simplified close and distribute process (14/11/2023) 

Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where the distribution list is automatically added to the CC field, you can choose to create a revision upon distribution and you can select which responses, comments and attachments to include. See Distribute a Submittal.

SUBMITTALS TOOL MODERNISED Change History (11/02/2023) 

Procore has released design and performance updates to the change history page for individual submittals. Page navigation has been added to improve the navigation experience for Submittals with many changes. These updates provide users with a more consistent and optimised experience in Procore. See View the Change History of a Submittal.

email notifications for the tasks tool (02/24/2025)

The Tasks tool now supports email notifications for core events. Users can now configure notifications for events such as task creation, status updates, and comments.

Distribution List for Tasks (12/12/2024)

The Tasks tool now supports the Distribution List function found across many Procore tools. A default distribution list can also be configured. See Configure Advanced Settings: Tasks and Add a Task for details.

Edit Tasks In Bulk (12/12/2024)

The Tasks tool now supports bulk editing, enabling multiple tasks to be updated simultaneously. This enhancement streamlines task management, allowing quick adjustments across tasks to keep projects on track. See Edit a Task for details.

Assign Tasks to Multiple Users (11/09/2024)

The Tasks tool now allows multiple users to be listed in the Assignee field for a Task. This provides more flexibility in how users collaborate on Task items to ensure items are completed on time.

MODERNISED Tasks Experience (11/07/2024)   

Procore has released several design and performance updates to the Tasks tool. These updates provide users with a more consistent and optimised experience when searching, navigating and creating Tasks, as well as when updating settings, making comments or changing the status of a task. 

Resource Planning Connects with Timesheets (18/03/2025)

Procore has integrated employees programmed through Resource Planning into the Timesheets creation process. When creating timesheets for people with resource assignments, their start and stop times are automatically filled in based on their assignment in Resource Planning. See Create a Timesheet.

Start and Stop Lunch Break in My Time (02/26/2025)

When clocked in using the My Time tool, users can start and stop their lunch break to track its duration. See Start and Stop Lunch Break (iOS) and Start and Stop Lunch Break (Android).

Overtime Rules for Timesheets (02/18/2025)

Admins for Company Timesheets can configure weekly and daily overtime rules to apply across your projects to automate the allocation of time to the appropriate time types to ensure their teams get paid accurately and help with labor compliance. See Configure Overtime Rules for Timesheets.

Timesheet Summary on Mobile (15/10/2024)

When creating or editing a timesheet on the Procore mobile app, users can now see a summary of the time entered for the timesheet, as well as daily and weekly hours for the employee across all projects. This gives teams on-site visibility into total hours logged for employees, mitigating downstream impacts during the review and approval process. See Create a Timesheet (Android) and Create a Timesheet (iOS).

Timesheet Summary (14/05/2024)

When creating or editing a timesheet, users can now see a summary of the time entered for the timesheet, as well as daily and weekly hours for the employee across all projects. This gives teams on-site visibility into total hours logged for employees, mitigating downstream impacts during the review and approval process. See About Project Timesheets and Create a Timesheet.

Configurable Break Tracking (19/07/2023)

Procore has added new lunch break tracking options to Project level Timesheets, allowing more flexibility to align with internal processes and meet local regulations. Configure your project’s lunch break settings to not track breaks or to track total break time or start and stop times. Read the Announcement and tutorials to Create Timesheets on Web, iOS and Android.