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Procore (en-GB)

Changes by Tool

This page highlights notable changes to the Procore web application at: https://app.procore.com

Platform

Company Level

Admin (Company Level)

'Sub Job' Added as a Configurable Field on Configurable Fieldsets for RFIs (03/18/2021)

When creating or updating configurable fieldsets for the project's RFIs tool, users with the appropriate permissions on the Company level Admin tool can now choose to make the Sub Job field hidden or visible to users who create an RFI in one or more projects. See Create New Configurable Fieldsets and Which fields in the RFIs tool can be configured as required, optional, or hidden?

Create Custom Fields and Custom Sections for RFIs (02/22/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's RFIs tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore has added the ability to create custom sections for the project's RFIs tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below an RFI's 'General Information' section. See Create Custom Sections.

Create Custom Sections for Correspondence Tool (01/28/2021)

The Correspondence tool now supports custom sections that can be created at the company admin level when modifying a fieldset and adding custom fields. A custom section is a separate grouping of 1 or more custom fields. The section name is defined by the user and is respected on web, export PDF and mobile.

Company Level Embedded Experiences (01/22/2021)

Embedded Experiences allow users to access partner applications - all without ever leaving Procore. Now, integrated applications displaying company-level information, like a company level reporting dashboard, are available without having to navigate to a specific project in Procore. Saving users time and providing helpful project insights when you need it most. See Launch an Embedded App in a Company for additional information.

Additional Custom Field Types for Observations Tool (01/20/2021)

Users can now select from following field types when creating custom fields for the project's Observations tool: Company, Project Directory User (Single Select), and Tool User (Single Select). See Create New Custom Fields.

View All Release Notes: Admin


Directory (Company Level)

No notable changes.

View All Release Notes: Directory


Documents (Company Level)

Upload Empty Folders to the Documents Tool (01/11/2021) 

The Documents tool now supports empty folders being uploaded using the drag-and-drop upload method. See Upload Files or Folders to the Company Level Documents Tool. This is useful if you need to create multiple new folders at once, or if you need to create a specific structure of folders for files to be added to. 

View All Release Notes: Documents


ERP Integrations (Company Level)

No notable changes.

View All Release Notes: ERP Integrations


Inspections (Company Level)

No notable changes.

View All Release Notes: Inspections


Permissions (Company Level)

Enhanced the 'Review & Edit Timesheets' Granular Permission (03/24/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets ToolEdit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Updates to Granular Permission to View Private RFIs Associated to Users within Same Company (03/16/2021)

Procore has updated the existing 'View Private RFIs Associated to Users within Same Company' granular permission. Users with this granular permission enabled on their permissions template can now view 'Draft' RFIs that are marked as 'Private' and are associated to users within their company (including them). See Grant Granular Permissions in a Project Permissions Template and View RFIs.

New Granular Permissions for Project Level Action Plans Tool (03/08/2021)

Procore has added new granular permissions for the Project level Action Plans tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.

New Granular Permissions for the Project Level Schedule Tool (02/11/2021)

Procore has added new granular permissions for the Project level Schedule tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.

New 'Review & Edit' Granular Permission for the Project Level Timesheets Tool (02/10/2021)

Procore has added a new granular permission for the Project level Timesheets tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to review and edit timesheets. See Grant Granular Permissions in a Project Permissions Template.

New 'Company Admin' Filter in User Permissions Tab (01/06/2021)

Procore has added a new filter to the 'User Permissions' tab of the Permissions tool that allows users to narrow the list of users by whether or not they have 'Admin' level permissions on the Company level Directory tool. See Search for and Filter Users in the Permissions Tool.

Duplicating Company Permissions Templates Now Available (01/05/2021)

Users can now duplicate existing company permissions templates. See Duplicate a Company Permissions Template.

New 'Default Project Permissions Template' Filter in User Permissions Tab (01/05/2021)

Procore has added a new filter to the 'User Permissions' tab of the Permissions tool that allows users to narrow the list of users by one or more default project permissions templates. See Search for and Filter Users in the Permissions Tool.

View All Release Notes: Permissions


Planroom (Company Level)

No notable changes.

View All Release Notes: Planroom


Portfolio (Company Level)

New English Language Selections Available in Procore (04/01/2021)

English (United Arab Emirates) and English (Singapore) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

New French and Spanish Language Selections Available in Procore (03/31/2021)

Français (France) and Spanish (España) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

View All Release Notes: Portfolio


Prequalification Portal (Company Level)

No notable changes.

View All Release Notes: Prequalification Portal


Prequalifications (Company Level)

No notable changes.

View All Release Notes: Prequalifications


Programs (Company Level)

No notable changes at this time.

View All Release Notes: Programs


Reports (Company Level)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom company report, see Create a Custom Company Report.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Company level Reports tool. See Create a Custom Company Report.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom company reports created in the Company level Reports tool. See Create a Custom Company Report.

Added 'Lookaheads' Source for Custom Company Schedule Tasks Reports (02/16/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom company reports. See Create a Custom Company Report.

New Project Roles Custom Report (11/12/2020)

Procore released a new report called the Project Roles report. This report allows users to report on projects, users, and users' roles on projects. Users with the appropriate permissions can run this report in the Company level Reports tool to easily identify who has been assigned which role on one or more projects. See Create a Custom Company Report.

'Approver Comment' Column Added to Custom Reports for Submittals (10/20/2020)

Users can now include 'Approver Comment' in a custom Submittals report in the Reports tool. This allows users to have visibility into Approver Comments in Submittal reports. See Create a Custom Company Report.

Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (10/16/2020)

'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Company level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Company Report.

Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (10/2/2020)

Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Company Report.

Column Name Changes for Submittal Reports (9/29/2020)

Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Company Report.

  • 'Approver Sent Date' is now 'Date Sent to Approver'
  • 'Approver Return Date' is 'Date Returned by Approver'
  • 'BIC Sent Date' is now 'Date Sent to BIC'
  • 'BIC Returned Date' is now 'Date Returned by BIC'
Column Name Change for Financial Reports (9/21/2020)

Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Company Report.

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Company level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Company Report. The following fields are now available as options:

  • MeetingsAttachmentsMeeting TemplateNumber InvitedNumber AttendedAbsent AttendeesInvitedMeeting IDAssignment, and Meeting #.
  • Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
  • PhotosStarred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PV Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Variation (PV) line items without financial markup applied. If you want to include a total with financial markup, the 'PV Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Reporting Options on Requested Changes in Programme Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Programme Tasks in the Company level Reports tool. This allows users with the appropriate permissions to create custom reports on requested programme changes in the project's Programme tool. See Create a Custom Company Report.

Test Projects & Project Templates Excluded from Company Reports & Dashboards (2/27/2020)

Test projects and project templates will now be excluded from Company Reports and Dashboards. This provides a clearer view of your company's actual projects without needing to manually exclude test projects and templates by name.

View All Release Notes: Reports


Schedules (Company Level)

View All Release Notes: Schedule


Timecard (Company Level)

Updated Permissions for Company Level Timecard Tool (11/16/2020)

Users with 'Standard' level permissions on the Company level Timecard tool can now and delete their own timecard entries. To learn more, see Edit a Timecard Entry, and Delete a Timecard Entry. This is consistent with the required user permissions in Create a Timecard Entry. It also matches how users interact with time entries in other Procore tools (for example, My Time, Timesheets, and the Daily Log). 

API Support for 'Timesheet Hours' Column in Budget Views (10/4/2020)

For companies not using Procore's Field Productivity tools, you can now develop your own custom or third-party custom integration for inputting your timecard entries into Procore. Your custom integration can input your entries to Procore's Timecard tool using the API, which enables you to view timecard entries in the 'Timesheet Hours' column of a budget view. See Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?

View All Release Notes: Timecard


Timesheets (Company Level)

Multi-Tier Approval for Timekeeping Now Supported in Mobile Apps (3/29/2021)

Procore has updated the multi-tier approval feature for timekeeping by expanding the process to support approvals on Procore's mobile apps. Now, mobile users who have been granted 'Read Only' or 'Standard' level permissions on the Project level Timesheets tool with the 'Review & Edit Timesheets' granular permission on the project permission template can create new timesheets in the 'Pending' status and change the status of a timesheet to 'Reviewed' in the Project level Timesheets tool. They can also change the status from 'Pending' to 'Reviewed' on project timesheets that they have permission to view using the Company level Timesheets tool. For details, see Review a Timesheet (Android) and Review a Timesheet (iOS). 'Admin' users can also now Approve a Timesheet (Android) and Approve a Timesheet (iOS)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (3/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom report, see Create a Custom Company Report and Create a Custom Project Report.

Enhanced the 'Review & Edit Timesheets' Granular Permission (3/22/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets ToolEdit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Added a Rounding Option to the Time Increment Drop-Down List (3/17/2021)

Procore has updated the Company level Timesheets tool to add a '1 min' rounding option to the 'Time Increment' drop-down list. To learn how to set rounding rules for your company's timesheets, see Set the Rounding Rule for Your Company Timesheets.

New Multi-Tier Approval for Timekeeping (2/10/2021) 

Procore has updated the Timesheets tools to support multi-tier approval. You'll see the new 'Reviewed' status in the Project level Timesheets tools and a 'Completed' status in the Company level Timesheets tool. This provides your team with improved visibility into timecard entries on a project and also ensures greater accuracy to help ensure that timecard entry mistakes are caught earlier in the review process. We've also updated the permissions templates feature to include a new 'Review & Edit Timesheets' granular permission for the Project level Timesheets tool. You'll also see a new 'Date' column for individual timecard entries. To learn more, see Timesheets: Multi-Tier Approval for Timekeeping.

Apply Rounding Rules to Employee Timesheets (11/9/2020)

Procore has updated the Company level Timesheets tool to provide you with the ability to set a rounding rule for use with time entries. Users with 'Admin' level permissions on the Company Timesheets tool can now set a rounding rule by marking the new 'Rounding on Timecards' checkbox in the Configure Settings page. This setting also lets you set a 'Time Increment' and the 'Rounding Direction.' To learn more about these options, see Set the Rounding Rule for Your Company Timesheets.

New Bulk Actions Menu Options & Improved Pagination (10/16/2020)

Procore has added two new options in the Bulk Actions menu of the Company level Timesheets tool—Edit and Duplicate. To learn more, see Edit Your Company's Timesheets in Bulk and Duplicate Your Company's Timesheets in Bulk. In addition, a new Employees drop-down list lets you select how many employee's appears on a single page. For more details about this update, see Company Timesheets: New Bulk Actions Menu Options & Improved Pagination

Pagination on Timesheets (07/17/2020)

To reduce page loading times, Procore has added pagination to the Timesheets tool at both the Project and Company levels.

View a Timecard's Change History (07/16/2020)

Users can now view the Change History of an individual's Timecard in the Company level Timesheets tool. See View a Time Entry in the Company Level Timesheets Tool.

Export Timecard Entries into Sage 300 CRE® (05/08/2020)

Procore has released an update to the Timesheets tool that allows companies who have purchased Resource Management to export timecard entries from Procore into Payroll on Sage 300 CRE®. See Set Up your Payroll Export for use with Sage 300 CRE® and Export Timesheet Data from Procore into Sage 300 CRE®.

Reallocate Timecard Data to Multiple Entries (05/08/2020)

The Company Timesheets tool now includes a feature to split a time entry into multiple entries, allowing users to more easily review and edit hours. With this release, admins can now view a worker's time breakdown across dedicated time type columns (regular time, overtime, etc.) and easily reallocate submitted hours into new timecards containing updated project or time details. See Reallocate Time to New Timecards on the Company Timesheets Tool.

Assign Default Cost Types to Timecard Entries (03/06/2020)

Users with 'Admin' level permissions on the company's Timesheets tool can now select and assign default cost types to timecard entries. This allows for real-time visibility into labour costs on the project's Budget tool. See Configure Advanced Settings: Company Level Timesheets.

View All Release Notes: Timesheets


Project Level

Admin (Project Level)

New English Language Selections Available in Procore (04/01/2021)

English (United Arab Emirates) and English (Singapore) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

New French and Spanish Language Selections Available in Procore (03/31/2021)

Français (France) and Spanish (España) have been added as language options in the Procore web application. See Can I change the language of my Company, Project, or User in Procore? for more information about Procore's language options for companies, projects, and user accounts.

Enable Classifications on a Procore Project (2/22/2021)

Procore has updated the Project level Admin tool so users can now import 'work classifications' during a user import. Users can also configure which classifications are available for use with Procore's project timekeeping tools using the new 'Classifications' tab. See Field Productivity: Enable Classifications on a Project.

Configurable PDFs added to Inspections (11/3/2020)

Procore has released an update that gives users with 'Admin' level permissions on the Company level Admin tool the ability to configure PDFs for the Inspections tool. Users can configure PDFs to make certain items visible, collapse sections, and show status changes to activities. See Configure Settings for Exporting Inspections as PDFs.

New Project Level Language Selection (9/1/2020)

Procore has released a new setting that allows users with the appropriate permissions to select the language they want an individual Procore project to be displayed in. Previously, in order to change a project's language, users needed to request the change from their Procore point of contact. Now a project's language can be selected by users with the appropriate permissions to create new projects or to update existing projects. See Create a New Project. On existing projects, this setting is managed in the 'General' tab under the Project Settings in the Project level Admin tool. See Update General Project Information.

New Required Project Fields (27/4/2020)

The fields 'total value', 'start date' and 'completion date' are now required for all new and existing Procore projects. See Update General Project Information.

Ability to Set Working Days for Projects (3/9/2020)

Procore has released the Working Days functionality that allows users with 'Admin' permissions in the Project level Admin tool to define which days of the week are considered working days of the project. Non-working days will be excluded when calculating the due date of an item. See Set Project Working Days.

Working Days will affect the due dates of items in the following tools:

  • Observations
  • snag List
  • RFIs
  • RFQs created from Change Events
  • Submittals
  • Tasks

View All Release Notes: Admin


Bidding (Project Level)

Set Tender Due Dates as "To be Determined" (5/14/2020)

Procore has released the ability to create tender packages without selecting an exact due date. This allows you to continue to move projects forward as many project timelines remain uncertain due to the COVID-19 pandemic. See Create a Tender Package.

View All Release Notes: Bidding


Budget (Project Level)

Advanced Forecasting Features Now Available by Default (4/20/2021)

Project teams can now Set Up a New Forecasting View to Apply Advanced Forecasting Curves on a new Forecasting tab of the Budget tool. This feature helps project teams evaluate current and future budget conditions. The features were initially announced and available in June 2020 as a limited release to Procore customers who specifically requested the features be turned ON. Now, it is available to all Procore users by default. To learn more, see Project Financials: Advanced Forecasting Available by Default.

Updated Budget Import Template and Import Process (4/5/2021)

Procore has updated the budget import template and import process. The import template now only supports the XLSX file format. In addition, we've updated the template to include drop-down lists for Sub Jobs (if enabled), Cost Code, and Cost Type. If you are using the Budget tool's advanced forecasting feature, you can now also input the Start Date, End Date, and Curve for your forecasting curves. To learn how to import a budget, see Import a Budget

New Budget Detail Tab (11/18/2020)

Procore has released a the new 'Budget Detail' tab in the Project level Budget tool. This new tab includes all of the Standard and Source columns in your company's budget views that have been assigned to your project by your company's Procore Administrator. Designed to eventually replace the 'Budget Detail Report' (which is currently still located in the Budget tool's right sidebar), this tab provides you with a more detailed way to examine your budget—including how your budget is affected by your project's change orders, budget modifications, commitment costs, and more. For details, see Project Financials: New  Budget Detail Tab in the Budget Tool.

API Support for 'Timesheet Hours' Column in Budget Views (10/4/2020)

For companies not using Procore's Field Productivity tools, you can now develop your own custom or third-party custom integration for inputting your timecard entries into Procore. Your custom integration can input your entries to Procore's Timecards tool using the API, which enables you to view timecard entries in the 'Timesheet Hours' column of a budget view. See Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?

New 'Procore Labour Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labour Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events and Variations. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labour Productivity Cost' Budget View.

Limited Release of Advanced Forecasting Feature for the Budget Tool (6/11/2020)

For clients using Procore's Project Financials tools, Procore has released an Advanced Forecasting feature for use with the Project level Budget tool. This feature must be enabled in your environment by Procore. To learn more, see Project Financials: Advanced Forecasting for the Budget Tool

Set Up a Labour Costing Budget View (3/3/2020) 

Users with 'Admin' level permissions on the company's Admin tool can now set up a budget view to manage and track costs with new unit quantity, unit of measure, and unit cost sources. Timecard entries submitted in Procore can also automatically update estimated labor costs in your budget. See Add a Budget View for Real-Time Labor Costing.

Enhancements for Unit-Based Financials  (3/3/2020) 

Procore is excited to announce the general release of several new enhancements for unit-based financials. This update, formerly known as the Unit of Measure (UOM) beta program, was tested by beta program participants throughout 2019. These enhancements provide you with the ability to input unit-based quantities on your budget's line items and to automatically calculate the 'Original Budget' amount. See Project Financials: Enhancements for Unit-Based Financials.

New Configurable Units of Measure (3/3/2020) 

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, users with 'Admin' level permissions on the company's Admin tool can now add custom units of measures for your company. These units of measure can then be applied to line items on a budget. See Add a Unit of Measure to the Unit of Measure Master List.

View All Release Notes: Budget


Change Events (Project Level)

Download a PDF Copy of a T&M Ticket from a Change Event 'Description' (4/22/2021)

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.

'Budget Code' Column Now Appears in 'Change Event Line Items' Section of PDF Export (4/15/2021) 

The PDF Export file for an individual change event now lists the 'Budget Code' and 'Description' in the 'Change Even Line Items' section. See Export a Change Event. Now, there is a single 'Budget Code' column that shows the cost code/cost type, instead of two separate 'Cost Code' and 'Cost Type' columns. For details, see What is a budget code?

Enable/Disable the Unit-Based Columns on Change Events (8/28/2020)

Procore has updated the 'Column Display' settings on the Configure Settings page of the Change Events tool. Prior to this release, the checkbox for the unit-based features was turned ON by default on new projects.  Now, the unit-based features are turned OFF on new projects by default.  To learn about these settings, see How do the Change Events tool's column display settings work? and Enable/Disable the Unit-Based Columns on the Change Events Tool.  With this update, you can also now edit the value in the 'Cost ROM' column inline. 

Procore has removed the right sidebar from the project's Change Events tool. This update is part of a larger design effort to progressively remove the sidebar from all Procore tools to increase the amount of available space for each page. For details, see Change Events: Removed Sidebar from Change Events Tool.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PV Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Variation (PV) line items without financial markup applied. If you want to include a total with financial markup, the 'PV Line Item Amount' column continues to be available. 

New 'Procore Labour Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labour Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events and Variations. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labour Productivity Cost' Budget View.

Units of Measure Now Carry Over to New Commitments, CCOs and CPCOs (5/5/2020) 

As a follow-up enhancement to the March 2020 release of the Consistent & Custom Units of Measure feature, Procore has been updated so that the Unit Cost, Unit Qty and UOM values on a change event line item are now carried over to a newly created Commitment, Commitment Variation (CV), and Commitment Potential Variation (CPV).  To learn more about the Consistent & Custom Units of Measure release, see Financial Management: Consistent & Custom Units of Measure.

Working Days for Due Dates on RFQs Created from Change Events (3/9/2020) 

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFQs will now depend on the project's 'working days'. To learn about this feature, see Set Project Working Days. To learn how to change the setting for the RFQs that you create from a Change Event related to commitments, the setting is in the Commitments tool. See Configure Settings: Commitments.

Automatic RFQ Response Attachments (3/10/2020)

Procore has released an update to reduce the amount of time project managers spend uploading attachments to variations. This update helps to save time uploading change-related documentation by automatically populates the Attachments area of your variations with the latest attachments on RFQ responses. To learn more, see Change Events: Automatic RFQ Response Attachments.

Enhancements for Unit-Based Financials (3/3/2020)

Procore is excited to announce the general release of several new enhancements for unit-based financials. This update, formerly known as the Unit of Measure (UoM) beta program, was tested by beta program participants throughout 2019. These enhancements provide you with the ability to input unit-based quantities on your budget's line items and to automatically calculate the 'Original Budget' amount. This update also adds a new Unit of Measure (UoM) drop-down list to the Change Events tool. See Project Financials: Enhancements for Unit-Based Financials.

Consistent & Custom Units of Measure (3/3/2020)

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Enhanced Financial Line Item Experience (1/7/2020)

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs and Main Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Change Events


Change Orders (Project Level)

'Budget Code' Column Now Appears in 'Change Order Line Item's Section of PDF Export (4/15/2021)

The PDF Export file from the project's Change Orders tool now lists the 'Budget Code' and 'Description' in the 'Change Order Line Items' section. See Export a Change Order to PDF. Now, there is a single 'Budget Code' column that shows the cost code/cost type, instead of two separate 'Cost Code' and 'Cost Type' columns. For details, see What is a budget code?

Improved Search now includes the Change Orders Tool (9/14/2020) 

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search for purchase orders: Number (#), Title, Bill To, Ship ToContract Company, Description, Payment Terms, and Ship Via. The system also searches these fields for subcontracts: Number (#), Title, Contract Company, Description, Inclusions, and Exclusions. For both purchase orders and subcontracts, Procore has also added type-ahead search capabilities on the Contract # and Title fields. See Search for Items Within a Project Using Procore Search.

New 'Procore Labour Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labour Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events and Variations. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labour Productivity Cost' Budget View.

Consistent & Custom Units of Measure (3/31/2020)

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Removed Sidebar from Variations Tool (2/26/2020)

As part of a larger design effort to progressively remove the right sidebar from all Procore tools, Procore has removed the side bar from the Variations tools. To learn more, see Variations: Removed Sidebar from Variations Tool

Enhanced Financial Line Item Experience Added to Variations Tool (2/25/2020)

Procore has released enhanced financial line item experience for the Variations tool. This update is a next step to Procore's larger initiative, which was released in January 2020, that added the enhanced line item experience to Procore's Project Financials tools. For more detail about the enhanced experience, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Change Orders


Commitments (Project Level)

Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment (5/25/2021)

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor SOV to a Commitment and Update a Subcontractor SOV as an Invoice Contact. To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup (5/24/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs).  To learn about budget codes, see What is a budget code?

New Contracts List in the Commitments Tool (4/15/2021)

The new 'Contracts' list has replaced the existing Summary and Detailed tab on the Commitments tool. Users can no longer switch back to the former experience. For details about the new features, see About the Commitments Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.

Improved Search now includes the Commitments Tool (9/14/2020) 

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search for change orders: Number (#), Title, and Description. See Search for Items Within a Project Using Procore Search.

Procore has removed the right sidebar from the project's Commitments tool. This update is part of a larger design effort to progressively remove the sidebar from all Procore tools to increase the amount of available space for each page. For details, see Commitments: Removed Sidebar from Commitments Tool.

Sliding Scale Retention Now Available in All Countries (8/7/2020)

Procore's Sliding Scale Retention feature is now available to Procore customers in all countries. This feature was initially released in January 2020 to Procore customers in Australia. For details on this follow-up release, see Commitments: Sliding Scale Retention Now Available in All Countries.

Units of Measure Now Carry Over to New Commitments, CCOs and CPCOs (5/5/2020) 

As a follow-up enhancement to the March 2020 release of the Consistent & Custom Units of Measure feature, Procore has been updated so that the Unit Cost, Unit Qty and UOM values on a change event line item are now carried over to a newly created Commitment, Commitment Variation (CV), and Commitment Potential Variation (CPV).  To learn more about the Consistent & Custom Units of Measure release, see Financial Management: Consistent & Custom Units of Measure.

Consistent & Custom Units of Measure (3/31/2020) 

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Working Days for Due Dates on RFQs Created from Change Events (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFQs will now depend on the project's 'working days'. To learn about this feature, see Set Project Working Days. To learn how to change the setting for the RFQs that you create from a Change Event related to commitments, the setting is in the Commitments tool. See Configure Settings: Commitments.

Enable Sliding Scale Retention Settings on a Commitment's Payment Applications (1/14/2020)  

Using new controls in the Advanced Settings tab of a commitment, Procore users in Australia can now enable up to five (5) unique sliding scale rules on a purchase order or subcontract. Once saved, your settings will automatically adjust retention amounts on your project's subcontractor payment applications. To learn more, see Commitments: Configure Sliding Scale Retention Settings on Subcontractor Payment Applications.

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs and Main Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Commitments


Coordination Issues (Project Level)

New Procore Default Fields for Coordination Issues (04/22/2021)

Procore has added 3 new fields to the Coordination Issues tool (Priority, Type, and Trade) that can be used for entering additional information The 'Priority' and 'Type' fields have a fixed set of values, while the 'Trade' field includes any trades currently listed in your organization's Company Settings. See Add a Custom Trade.

The new fields are automatically enabled for the Procore Default fieldset, meaning they will appear on any projects that are not currently using a custom fieldset. If you want to adjust the fields, you can create a new configurable fieldset to apply to projects. See Create New Configurable Fieldsets.
Note: The new fields are not automatically enabled for fieldsets that were previously created. See Edit Configurable Fieldsets if you want to add the new fields to existing fieldsets. 

View Coordination Issues in the Web Viewer of the Models Tool (04/19/2021)

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

Ability to Attach PDFs to New Coordination Issues from Web (03/12/2021)

When creating a new coordination issue in the Procore web application, you can now add PDF files to the Attachments field. See Create a Coordination Issue. This is useful if you want to include visual references for the coordination issue. After adding images or PDFs as attachments, they can be previewed in the viewer for the coordination issue.

Create Configurable Fieldsets for the Coordination Issues Tool (01/19/2021)

Company Admins can now create new configurable fieldsets for the Coordination Issues tool in order to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets.

With the ability to customize fields, you can ensure important information related to coordination issues is entered, and later create custom reports off this customized data. See Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?

Create New Coordination Issues from Drawing Markups (11/10/2020)

As an expansion to the previous release that allowed existing coordination issues to be linked to all drawing markup types, you can now create new coordination issues on drawing markups. See Create or Link Coordination Issues on a Drawing. The coordination issue creation experience has been moved to a right side panel, preserving a complete view of the underlying drawing. After creating a new coordination issue on a drawing markup, publish the markup to ensure collaborators can view the associated coordination issue on the drawing. The coordination issue will include a snapshot of the marked-up drawing area, and a hyperlink to the drawing will automatically be added to the coordination issue for easy reference. 

You can now link existing coordination issues from the Coordination Issues tool to other markup types on a drawing in the Drawings tool, as opposed to only being able to add pins on a drawing to link to coordination issues. See Create or Link Coordination Issues on a Drawing.

Being able to choose from more commonly used markup types (such as clouds, arrows and boxes) for linking existing coordination issues helps ensure the nature of an issue is clear and leads to a more seamless design review process in Procore. See Link Items on a Drawing

View Coordination Issues on Model Web Viewer (07/13/2020)

Procore has released an integration between the Coordination Issues tool and the Models tool that allows users to view any Coordination Issue created in the mobile viewer or the Navisworks® plugin directly in the Procore web viewer. From the Coordination Issues tool on the web, users will also be able to navigate to the location of the issue from viewing the model in the Models tool. See View a Coordination Issue.

Activity Feed on List View Side Panel (06/05/2020)

As an improvement to the list view side panel introduced in April, the list view now includes the Activity Feed so users can quickly review all issue history, @comment collaborators, and more without opening a new browser tab. See View a Coordination Issue.

List View Improvements for Coordination Issues (04/02/2020)

Users reviewing coordination issues in the Coordination Issues tool on the Procore web application can now click anywhere in an issue's row to open a side panel that displays additional details of the issue without navigating away from the Coordination Issues dashboard. See View a Coordination Issue.

New Procore Plugin Filter Options (03/13/2020)

The Procore plugin now allows users to filter issues marked as "Closed" and "Moved to Observations." This release also includes the restructuring of the viewpoints folders to include folders by status when users save an NWD through the Procore plugin.

Move Coordination Issues to Observations (01/17/2020) 

Procore has added a new feature that allows issues to be moved to observations in the Observations tool. When moving a coordination issue to an observation, users will be able to create a new observation that automatically populates information from the coordination issue. See Move a Coordination Issue to an Observation.

View All Release Notes: Coordination Issues


Crews (Project Level)

No notable changes at this time.

View All Release Notes: Crews


Daily Log (Project Level)

Moved the 'Classifications' Tab to the Project Admin Tool (2/22/2021)  

For Procore projects using the project's Timesheets tool, the 'Timecards' section of the project's Daily Log displays the employee's work classification in the 'Classification' drop-down list of a timecard entry. To improve the experience for users of Procore's Field Productivity tools, Procore has moved the 'Classifications' tab from the Project level Timesheets tool to the Project level Admin tool. Users can continue adding classifications in the Company level Admin tool (see Add a Classification) and now choose which company classifications are available in a project by following the steps in Enable Classifications on a Project.

Additional Fields Available for Custom Reports on the Daily Log Tool (09/18/2020) 

When creating a custom report on the Daily Log in the Project or Company level Reports tool, you can now report on the following fields: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs.

In addition, you can now filter by the Company field for the Daily Construction Report log.

Ability to Configure Fieldsets for Visitors Log on the Site Diary Tool (07/17/2020) 

Procore now allows users with 'Admin' permissions to the Company Admin tool to configure fieldsets for the Visitors log in the Site Diary tool. A fieldset determines whether data entry in a particular field is optional, required or hidden from view when team users create or edit the Visitors log. See Create New Configurable Fieldsets.

Create Custom Fields for the Visitors Log in the Site Diary Tool (17/07/2020)  

Procore has added the ability for custom fields to be created for the Visitors log section in the Site Diary tool. You can use custom fields to capture information your company requires for tracking visitors to and from the jobsite. See Create New Custom Fields. These custom fields will function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. 

New Reject and Resubmit Feature for Collaborator Entries in the Site Diary (07/14/2020) 

Procore has added a 'Reject' button to the Site Diary tool so that Admins have the option to reject a collaborator entry if needed. See Approve or Reject Site Diary Entries. When an entry is rejected, a notification email will be sent to the collaborator and they will see a 'Resubmit' button next to their original entry. See Resubmit a Site Diary Entry as a Collaborator. After an entry has been resubmitted, it will appear as a pending entry again to be approved or rejected.

Ability to Create Custom Fields for the Notes Log in the Site Diary Tool (10/06/2020) 

Company Admin users can now create custom fields for the Site Diary tool's Notes Log using configurable fieldsets. See Create New Custom Fields. These custom fields will function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. 

View All Release Notes: Daily Log


Direct Costs (Project Level)

Improved Search now includes the Direct Costs Tool (9/14/2020)  

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the Vendor field for matches and has new type-ahead search capabilities. See Search for Items Within a Project Using Procore Search.

Consistent & Custom Units of Measure (3/31/2020) 

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Removed Sidebar from Direct Costs Tool (2/26/2020)

As part of a larger design effort to progressively remove the right sidebar from all Procore tools, Procore has removed the side bar from the Variations tools. To learn more, see Direct Costs: Removed Sidebar from Direct Costs Tool

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs and Main Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Direct Costs


Directory (Project Level)

Added 'Work Classification' Column to the User Import Template (10/22/2020)

Procore has added a 'Work Classification' column to the user import template. Entries must match the 'Classifications' list in the Company Admin tool (see Add a Classification). Entries also interact with the Project level Timesheets tool (see Enable Classifications). To obtain the user import template, follow the steps in Download the User Import Template. For information about performing user imports on the Company and Project level Directory Tool, see Procore Import Templates.

Assign Classifications to Users and Contacts (3/19/2020)

Users with the appropriate permissions on the Project level Directory tool can now assign classifications to a project's users and contacts. Edit a User Account in the Project Directory and Edit a Contact in the Project Directory. Users with 'Admin' level permissions on the Company level Directory tool can assign classifications to users and contacts. See Edit a User Account in the Company Directory and Edit a Contact in the Company Directory. Classifications are configured in the Company level Admin tool. See Add a Classification.

'Contacts' and 'Inactive Contacts' Tabs Added to Directory (3/19/2020)

The new 'Contacts' and 'Inactive Contacts' tabs in the Directory tool are populated with contacts (formerly known as 'reference users') created from one or more projects' Incidents and Crews tools. Contacts can be edited in the Project level Directory by users with the appropriate permissions. See Edit a Contact in the Project Directory. Users with 'Admin' level permissions on the Company level Directory tool can edit, inactivate and reactivate contacts. See Edit a Contact in the Company DirectoryInactivate a Contact in the Company Directory, and Reactivate a Contact in the Company Directory.

Permission Template Type Name Changes (3/6/2020)

Permission template types have been renamed. Company permission templates, which can be assigned to any user on any project, are now called global permission templates. Project permission templates, which can be assigned to any user in the corresponding project's Directory, are now called project specific permission templates.

View All Release Notes: Directory


Documents (Project Level)

Upload Empty Folders to the Documents Tool (01/11/2021) 

The Documents tool now supports empty folders being uploaded using the drag-and-drop upload method. See Upload Files or Folders to the Project Level Documents Tool. This is useful if you need to create multiple new folders at once, or if you need to create a specific structure of folders for files to be added to. 

Visual Update for Document Search Results (09/16/2020) 

The Documents tool has been updated with an enhanced experience for searching and filtering documents. The updated interface is now consistent with the rest of the tool and offers a more intuitive way of finding documents. Search results now display a total count of terms that match your search, and those matches are highlighted in the file or folder name. In addition, the export button for exporting search results has been updated to match the export icon used in other areas of the tool. See Search for and Filter Project Level Documents.

Create Custom Fields for the Documents Tool (01/06/2020) 

Procore has added the ability for Company Admins to create custom fields for the Project level Documents tool. This allows your company to add additional fields that can be filled out in a project's Documents tool. See Create New Custom Fields.

After custom fields are used in a project's Documents tool, you can search for and filter by these fields. Currently, this is only available for custom fields of the Checkbox, Single Select or Multi Select field types. See Search for and Filter Project Level Documents.

Bulk Upload New Versions of Files (03/31/2020) 

As a follow-up to the Documents tool visual redesign, you can now upload new versions of files in bulk. When uploading files to a folder, Procore will list any files that already exist with the same name. You can then select whether to upload each file as a new version or rename them. See Upload Files or Folders to the Project Level Documents Tool and Upload a New Version of a File in the Project Level Documents Tool.

Visual Redesign of the Documents Tool (02/26/2020) 

The Documents tool at the Project and Company level has been redesigned with a new layout. The new design offers several improvements and new features. See Documents: Visual Redesign of the Documents Tool.

This release also includes an integration with Microsoft® Office 365® that allows users to open and edit files from the Documents tool. See Open and Edit a File in Microsoft Office 365 Using the Documents Tool and How does the Office 365 integration in Procore's Documents Tool work?

View All Release Notes: Documents


Drawings (Project Level)

Visual Changes to the Markup Selection Options (04/23/2021)

Procore has updated the color and design of the markup options that are shown when a markup is selected on a drawing in the Drawings tool. See Mark Up a DrawingLink Items on a Drawing, or Edit Drawing Markups.

Enhanced Zoom In/Out for Drawings Web Viewer (02/25/2021)

Procore has updated the web viewer for the Drawings tool to be smoother and more consistent when zooming in and out of drawings. Zooming in and out will now move at the same speed when using a scroll wheel on a mouse or a trackpad. See View Drawings.

Added 'Set Name' Filter to the Drawings Tool (01/21/2021)

Procore has added the ability to filter the drawings log by sets. You can now select 'Set Name' from the filter drop-down to view drawings by specific drawing sets. See Search for and Filter Drawings.

Optimized Drawing Viewer on Web (12/18/2020)

The viewer in the Drawings tool on the Procore web application has been updated to be faster and more accessible. The updated viewer only needs to load the drawing itself, as opposed to the entire page, which allows you to navigate through project drawings significantly faster. This release also included minor visual adjustments and accessibility improvements, such as the highlight color in the sidebar being changed from orange to blue, and added support for the TAB key on a keyboard to be used to switch between toolbar options. See View Drawings

Create New Coordination Issues on Drawing Markups (11/10/2020)

As an expansion to the previous release that allowed existing coordination issues to be linked to all drawing markup types, you can now create new coordination issues on drawing markups. See Create or Link Coordination Issues on a Drawing. The coordination issue creation experience has been moved to a right side panel, preserving a complete view of the underlying drawing. After creating a new coordination issue on a drawing markup, publish the markup to ensure collaborators can view the associated coordination issue on the drawing. The coordination issue will include a snapshot of the marked-up drawing area, and a hyperlink to the drawing will automatically be added to the coordination issue for easy reference. 

Added Support for Touch-Screen Devices Using Procore Web (10/20/2020)

Procore has added support for touch-screen devices (such as Microsoft Surface computers and digital plan tables) using the Drawings tool in the Procore web application. This means you can now add markups, link items, and pan/zoom on drawings using touch-gestures from all supported browsers. See View Drawings.

Formatting Update for Long Numbers in the Drawing No. Column (10/20/2020)

Long drawing numbers will now wrap to a new line if the number is too long for the Drawing No. column. This improves visibility for drawing logs using long numbers. See View Drawings.

Link Coordination Issues on Drawings Using Other Markup Types (09/14/2020)

Procore has updated the Drawings tool to allow you to link existing coordination issues from the Coordination Issues tool to other markup types on a drawing, as opposed to only being able to add pins on a drawing to link to coordination issues. See Create or Link Coordination Issues on a Drawing.

Being able to choose from more commonly used markup types (such as clouds, arrows and boxes) for linking existing coordination issues helps ensure the nature of an issue is clear and leads to a more seamless design review process in Procore. See Link Items on a Drawing

Filter Drawings by Custom Fields (28/08/2020)

The Drawings tool has been updated to include custom fields as a filtering option for the drawings log. If your project uses one or more custom fields for a project's Drawings tool, these fields will now appear as options to select in the 'Add Filter' drop-down menu. See Search for and Filter Drawings.

Updated Markup Toolbar for the Drawings Tool (07/15/2020)

The markup toolbar in the Drawings tool on the Procore web application has been updated to include a new 'Pins' drawer. See Mark Up a Drawing. The Pins drawer is where you can choose to add pin markups for linking photos, snag items, coordination issues and observations in the project. These tools were already organized under a Pin icon on the Procore mobile application and this release ensures a consistent experience for adding pin markups to a drawing. 

As a result of the pin options being moved into a Pins drawer, the toolbar is not as long and the markup tool icons are now slightly larger. This allows for easier use of the markup toolbar, regardless of the size of the browser window. 

Create Configurable Fieldsets and Custom Fields for the Drawings Tool (04/06/2020)

Company Admins can now create new configurable fieldsets for the Drawings tool in order to designate which fields are required, optional or hidden within projects. After a fieldset is created, new custom fields can also be created and applied to the Drawings tool for one or more projects. 

With the ability to customise fields, you can ensure important information related to drawings is entered, and later create custom reports off this custom data. Configurations for fieldsets and custom fields are reflected in projects on Procore's web and mobile applications, so your configurations and custom fields are always presented. See Which fields in the Drawings tool can be configured as required, optional or hidden?
Note: This release is part of a larger initiative to modernise the Drawings tool and introduce additional features. Minor changes were made for editing drawings, however larger improvements will be coming soon. See Edit Drawings.

Searches and Filters are Now Respected in Drawing Log Exports (05/28/2020)

Exports of the Drawings log now respect applied searches and filters. This allows users to export a list of relevant drawings, instead of only being able to export the entire log. See Export the Drawings Log to a PDF or CSV.

Procore has added a feature to the Drawings tool that allows you to use the arrow keys on your keyboard to navigate between different drawings and drawing revisions while in the full-screen viewer. See View Drawings. This behaviour is consistent with the swiping gestures used while viewing drawings on the Procore iOS and Android apps.  

Updated Navigation Bar in the Drawings Viewer (03/12/2020)

The navigation bar for viewing drawings has been updated to show the Drawing Date and Set Name in the Revision drop-down menu. See View Drawings.

Create an RFI from a Drawing on Procore Web (02/13/2020)

Users with 'Standard' or 'Admin' permissions are now able to create RFIs directly from a drawing markup in the Drawings tool on Procore's web application. See Create or Link RFIs on a Drawing.
Note: Only Draft RFIs can be created using this method. To edit an RFI's status or add additional information, see Edit an RFI.

Updates to the Drawing Upload Window (02/05/2020)

Procore has updated the drawing upload window to be consistent with other upload windows in Procore. See Upload Drawings.

Spanish Default Disciplines and Abbreviations (01/21/2020)

For projects with the language set to Spanish, the relevant disciplines and abbreviations in Spanish will now be available for uploaded drawings in the Drawings tool. For example, a drawing labelled as ‘M-100’ will automatically be placed under the ‘Mecánica’ discipline.

Added a 'Drawing Language' Setting for Drawing Uploads (01/17/2020)

Under 'Advanced Options' when uploading drawings, you can now choose Spanish, French or English as the language that Procore will scan your set of drawings for. See Can I change the language that Procore scans my drawings for?

View All Release Notes: Drawings


Emails (Project Level)

Updated Communication Settings for Inbound Email Address (1/19/2021) 

Procore has updated the communication settings for the Project level Emails tool. Users with 'Admin' level permissions to the project's Emails tool will be able to use the communication settings within the Emails tool to control who is able to send emails to the project's inbound email address, see Send An Inbound Email to the Project's Email Tool

View All Release Notes: Emails


Forms (Project Level)

No notable changes.

View All Release Notes: Forms


Home (Project Level)

No notable changes.

View All Release Notes: Home

 


Incidents (Project Level)

Increased Custom Field Limit for the Incidents Tool (10/9/2020)

Procore has increased the custom field limit for each component of the Incidents tool from 10 to 15. This includes increased limits for Incident General Information, Injury Illness Records, Property Damage Records, Environmental Records, Near Miss Records, Witness Statements, and Actions. See Create New Custom Fields.

New Body Parts Diagram in 'Body Parts Affected' Menu (6/30/2020)

Procore has added a body parts diagram feature to the 'Body Parts Affected' section of the Injury/Illness Record in the Incidents tool. You can use the body parts diagram to select which part of the body is affected when recording an injury or illness incident. The body diagram distinguishes between upper and lower body parts, front and back and internal organs such as the heart and lungs. See Add an Injury/Illness Record to an Incident.

Create Custom Fields for Incidents Tool (29/5/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now create custom fields and add them to configurable fieldsets for the Incidents tool. See Create New Custom Fields.

New Options in 'Body Parts Affected' Menu (5/20/2020)

Procore has added new options in the 'Body Parts Affected' selection menu in Injury/Illness record in the project's Incidents tool. These new options include selections accounting for which side of the body is affected, including 'Right Hand', 'Left Leg,' and more. The options in the 'Body Parts Affected' selection menu are also now grouped and organized based on the location of the body parts affected. See Add an Injury/Illness Record to an Incident.

New Configurable Fieldsets for Incident Environmental Records (3/30/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's environmental records. See Which fields in the Incidents tool can be configured as required, optional or hidden?

New Configurable Fieldsets for Incident Records and Witness Statements (3/23/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's property damage records, near miss records, and witness statements. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

Record Witness Statements on Procore's iOS and Android Apps (3/2/2020)

Users can now take audio recordings of witnesses stating their first-hand accounts of incidents, using the Incidents tool Procore iOS and Android apps. Playback for the recordings can be accessed within an incident's witness statement section on either of the mobile apps and on the Procore web app. See Add a Witness Statement to an Incident (iOS) and Add a Witness Statement to an Incident (Android).

Configurable Alerts and Severity for Incident Injury/Illness Records (1/27/2020)

Procore has added two new tabs to the Incidents Tool Settings in the Company level Admin tool called 'Alerts' and 'Severity'. Users with Admin level permissions on the Company level Admin tool can configure a colour-coded scale for the severity of injury/illness records based on the records' filing types. Alerts in the form of email or push notifications sent to specified recipient groups can also be configured based on the injury/illness records' severity. See Configure Alerts and Severity for Incidents.

View All Release Notes: Incidents


Inspections (Project Level)

Redesign for PDF Exports of Inspections (02/10/2021)

Procore has updated the design of PDF exports for items from the Project level Inspections tool. See Export Inspections as a PDF or CSV.

Create Custom Fields for Inspections Tool (8/6/2020)

Procore has added the ability to create custom fields for the Inspections 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.

Create Configurable Fieldsets (2/21/2020) 

Company admin users will now have the ability to designate certain project fields as optional, required or hidden when creating or editing a Procore Inspection. See Create New Configurable Fieldsets.

View All Release Notes: Inspections


Instructions (Project Level)

View All Release Notes: Instructions


Meetings (Project Level)

Redesign for PDF Exports of Meetings (04/14/2021)

Procore has updated the design of PDF exports for items from the project's Meetings tool. See Export a Meeting as a PDF.

Additional Fields Available for Custom Reports on the Meetings Tool (09/18/2020) 

When creating a custom report on Meetings in the Project or Company level Reports tool, you can now report on the following fields: Attachments, Meeting Template, Number Invited, Number Attended, Absent Attendees, Invited, Meeting ID, Assignment, and Meeting #.

GoToMeeting Integration (5/18/2020)

To better facilitate remote video conferencing calls with attendees, Procore has created a GoToMeeting Integration. Visit the Procore App Marketplace for details.

When you add a meeting to your personal calendar (using the automatic add or .ics file download), the 'Video Conferencing Link' field is now also added to the calendar item. If a location exists in the Meeting Location field, the location link is shown next to the video link and separated by a comma. See Add a Meeting To Your Personal Calendar.

Microsoft® Teams Integration (4/10/2020)

To better facilitate remote video conferencing calls with attendees, Procore has created a Microsoft Teams Integration. Visit the Procore App Marketplace for details.

Zoom Integration (3/24/2020)

To better facilitate remote video conferencing calls with attendees, Procore has created a Zoom Integration. Visit the Procore App Marketplace for details.

Meeting Field Changed from "Zoom Link" to "Video Conferencing Link" (24/3/2020)

Note: The full URL of the virtual meeting link (starting with https://) must be included in order for it to display as a hyperlink.

To better facilitate remote video conferencing calls with attendees, a 'Zoom Link' field has been added to the project's Meetings tool where you can enter a link to a Zoom® meeting. See Create a Meeting. The video conferencing link will also appear in the 'Distribute Agenda' email notification and on the meeting PDF.
Note: The full URL of the Zoom meeting (starting with https://) must be included in order for it to display as a hyperlink.

View All Release Notes: Meetings


Models (Project Level)

Show or Hide Objects on a Model in the Web Viewer (05/25/2021)

Similar to the functionality of the mobile viewer for the Models tool, Procore has added an 'Objects' feature to the web viewer. This feature allows you to view a file tree of objects from the model file so that you can show or hide specific elements while viewing the model. See View a Model.

Dynamic 2D Views Now Available for the Models Tool on iPads (05/07/2021)

Procore has released a new feature, Dynamic 2D Views, for the Models tool on the Procore app for iPads. See Getting Started Guide for Dynamic 2D Views in the Models Tool. This feature allows field teams to see specific dimensions of objects on a coordinated model with a tap of the screen. Users can quickly zoom in and out to see the centerline or outside dimensions of any objects within the model. See View Models (iOS) and Why aren't my grids aligned in the Models tool?

Being able to examine the dimensions further also helps teams ensure that everything will be installed exactly according to the plan. You can also use the new 'Tape Measure' feature to make additional measurements. See Measure Distances on a Model (iOS). With the Dynamic 2D Views feature allowing you to create elevation drawings directly from the model, you won't need to recreate lift drawings in a different authoring solution. 

View Coordination Issues in the Web Viewer of the Models Tool (04/19/2021)

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

View Active Collaborators in Real-Time Within a Model in the Web Viewer (11/23/2020)

The 'Follow Me' feature that has been available on the Procore iOS app is now available in the Web viewer. This provides users with the ability to see all other users within a BIM model in real-time, making meetings more efficient and allowing for clearer communication. See View a Model.

View Active Collaborators in Real-Time Within a Model Using the Procore iOS App (10/27/2020)

Procore has released a new 'Follow Me' feature that provides users with the ability to see all other users within a BIM model in real-time, making meetings more efficient and allowing for clearer communication.

When two or more people are viewing the same model in the Models tool, the names of active users are shown on their current locations in the model. After clicking the Active Collaborators icon, you can select a specific user to follow in the model. This will automatically bring you to the user's location so that you can see what they are seeing in real-time 3D. See View Models (iOS)

Measure the Shortest Distance Between Two Objects (07/27/2020)

Procore has released the ability for users to select two objects and automatically calculate the shortest distance between them for design and constructability review. See View a Model.

Keyboard Navigation on Models Web Viewer (07/10/2020)

Procore has released the ability for users to switch between navigation tools in the Models tool's web viewer with their keyboard, allowing easier and more efficient navigation. See View a Model.

Model Views Added to Web Viewer (05/29/2020)

Users now have the ability to navigate to a model's Viewpoints created in Navisworks® that have been imported into Procore. See View a Model.

Models Web Viewer UI Update (04/29/2020)

The interface for the web viewer on the Models tool received an update that moved the location of 2D drawings and navigation tools.

Procore BIM 3D Web Viewer (04/9/2020)

Users of Procore BIM are now able to view and navigate 3D models in the Procore web application from the Project level Models tool. See View a Model.

Ability to Import Viewpoints into the Procore Mobile Models Viewer (03/13/2020)

Users with 'Admin' permissions on the project's Models tool are now able to import their Viewpoints from Navisworks® into the Models viewer on the Procore iOS app. See View Models (iOS).

Ability to Create Observations from the Models Tool in the Procore iOS Mobile App (01/30/2020)

Users with 'Standard' or 'Admin' permissions to the Observations tool can now choose to create an observation while viewing a model in the Models tool on the Procore iOS app. See Create Observations from a Model (iOS).

View All Release Notes: Models


Observations (Project Level)

Models and Coordination Issues Origin Type Filters Added to Observations Tool (04/21/2021)

Procore has added Models and Coordination Issues as filter options in the project's Observation tool. Users can now select these Origin Types from the dropdown when filtering from the Observations List page, see Create an Observation.

Redesign for PDF Exports of Observations (02/10/2021)

Procore has updated the design of PDF exports for items from the project's Observations tool. See Export Observations as a PDF or CSV.

Additional Custom Field Types for Observations Tool (01/20/2021)

Users can now select from following field types when creating custom fields for the project's Observations tool: Company, Project Directory User (Single Select), and Tool User (Single Select). See Create New Custom Fields.

'Create Fieldsets' Button Added to the Observations Tool (11/16/2020)

In an effort to help users more effectively customize tools, Procore has added a Create Fieldsets button to show page of the Observations tool. This allows Admins to apply a fieldset by navigating directly from the Observations tool to the Fieldsets tab at the Company level. See Create Configurable Fieldset from an Observation.

Custom Translation for Observation Types (6/2/2020)

Procore has released the ability for users with 'Admin' level permissions on the company's Admin tool to configure translations for Observation Types created in the Observations tool. This allows teams who work in more than one language to maintain consistency at the project level when recording observations. See Add Custom Translations to Observation Types.

Working Days for Due Dates on Observations (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for observations will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Observations.

Create Custom Fields (13/2/2020)

Company Admin users can now create custom fields for the Observation tool using configurable fieldsets. See Create New Custom Fields. These custom fields will function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. 

View All Release Notes: Observations


Photos (Project Level)

Permanently Delete Photos from the Tool's Recycle Bin (11/3/2020) 

Users with 'Admin' level permissions on the Project level Photos tool can now permanently delete photos from the recycle bin. See Delete a Photo from the Recycle Bin.

Additional Fields Available for Custom Reports on the Photos Tool (09/18/2020) 

When creating a custom report on the Photos tool in the Project or Company level Reports tool, you can now report on the Starred and Origin fields.

View All Release Notes: Photos


Prime Contract (Project Level)

Added 'Budget Code' to Financial Markup (5/24/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Prime Contract Change Orders (PCCOs).  To learn about budget codes, see What is a budget code?

New Contracts List in the Prime Contracts Tool (4/15/2021)

The new 'Contracts' list has replaced the existing table on the Prime Contracts tool. Users can no longer switch back to the former experience. For details about the new features, see About the Prime Contracts Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.

Improved Search now includes the Prime Contracts Tool (9/14/2020)

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search: Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Description, Inclusions, and Exclusions. In addition, Procore has added type-ahead search capabilities on the Contract # and Title fields. See Search for Items Within a Project Using Procore Search.

Improved Performance and New 'Manage Custom Groups' Button on the Configurable PDF Tab (6/19/2020)

Procore has released an update that improves the speed at which data displays when users expand and collapse data groups in the Configurable PDF tab of an owner payment application. The 'Create Group' link has also been replaced by a new 'Manage Custom Groups' button and a streamlined process for managing your customised billing groups. To learn more, see Create a Configurable PDF of an Owner Payment Application.

Sync Main Contracts & Main Contract Variations Between Procore & Viewpoint® Spectrum®  (4/8/2020) 

Company accounts using the ERP Integrations tool can now import main contracts created in Viewpoint® Spectrum® into Procore's Main Contracts tool. In addition, you can now also export Main Contract Variations (PCCOs) created in Procore to Viewpoint® Spectrum®. Exports also include the appropriate financial markup--both vertical and horizontal. See ERP Integrations: Sync Main Contracts & PCCOs Between Procore & Viewpoint® Spectrum®.

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs and Main Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

View All Release Notes: Prime Contract


Punch List (Project Level)

Working Days for Due Dates on Snag List Items (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for snag list items will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Snag List.

Updates to Snag List Item PDF Export (3/4/2020)

Additional fields from a snag list item are now included in a PDF export of the snag list item. See Export a Snag List Item as a PDF.

Create Custom Fields for Snag List Tool (19/2/2020)

Company Admin users can now create custom fields and add them to configurable fieldsets in the Snag List tool. See Create New Custom Fields.

View All Release Notes: Punch List


Reports (Project Level)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom project report, see Create a Custom Project Report.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Project level Reports tool. See Create a Custom Project Report.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom project reports created in the Project level Reports tool. See Create a Custom Project Report.

Added 'Lookaheads' Source for Custom Project Schedule Tasks Reports (02/09/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom project reports. See Create a Custom Project Report.

New Project Roles Custom Report (11/12/2020)

Procore released a new report called the Project Roles report. This report allows users to report on projects, users, and users' roles on projects. Users with the appropriate permissions can run this report in the Project level Reports tool to easily identify who has been assigned which role on a project. See Create a Custom Project Report.

'Approver Comment' Column Added to Custom Reports for Submittals (10/20/2020)

Users can now include 'Approver Comment' in a custom Submittals report in the Reports tool. This allows users to have visibility into Approver Comments in Submittal reports. See Create a Custom Project Report.

Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (10/16/2020)

'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Project level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Project Report.

Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (10/2/2020)

Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Project Report.

Column Name Changes for Submittals Reports (9/29/2020)

Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Project Report.

  • 'Approver Sent Date' is now 'Date Sent to Approver'
  • 'Approver Return Date' is 'Date Returned by Approver'
  • 'BIC Sent Date' is now 'Date Sent to BIC'
  • 'BIC Returned Date' is now 'Date Returned by BIC'
Column Name Change for Financial Reports (9/21/2020)

Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Project Report.

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Project level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Project Report. The following fields are now available as options:

  • MeetingsAttachmentsMeeting TemplateNumber InvitedNumber AttendedAbsent AttendeesInvitedMeeting IDAssignment, and Meeting #.
  • Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
  • PhotosStarred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PV Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Variation (PV) line items without financial markup applied. If you want to include a total with financial markup, the 'PV Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Reporting Options on Requested Changes in Programme Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Programme Tasks in the Project level Reports tool. This allows users with the appropriate permissions to create custom reports on requested programme changes in the project's Programme tool. See Create a Custom Project Report. A new customizable report with data on pending programme variation requests called 'Variation Requests' has also been added to the available Programme Reports in the Project level Reports tool.

View All Release Notes: Reports


RFIs (Project Level)

Updates to RFI 'Response Added' Email Configuration (05/11/2021)

Procore has updated the 'Response Added' email configuration in the project's RFIs tool. When 'Response Added' emails are enabled and the Only Show Response to Standard and Read Only Users checkbox is marked (see Configure Advanced Settings: RFIs), an RFI's creator who has 'Standard' level permissions on the tool will receive an email when a response on the RFI is marked 'Official' if the 'Creator' checkbox is marked in the RFI Emails table. Note: Other users with roles on the RFI will not receive an email when a response on the RFI is marked 'Official', even if checkboxes for their roles are marked in the RFI Emails table. See When does the RFIs tool send email notifications?

Redesign for PDF Exports of RFIs (05/11/2021)

Procore has updated the design of PDF exports for items from the project's RFIs tool. See Export an RFI to PDF.

'Sub Job' Added as a Configurable Field on Configurable Fieldsets for RFIs (03/18/2021)

When creating or updating configurable fieldsets for the project's RFIs tool, users with the appropriate permissions on the Company level Admin tool can now choose to make the Sub Job field hidden or visible to users who create an RFI in one or more projects. See Create New Configurable Fieldsets and Which fields in the RFIs tool can be configured as required, optional, or hidden?

Updates to Granular Permission to View Private RFIs Associated to Users within Same Company (03/16/2021)

Procore has updated the existing 'View Private RFIs Associated to Users within Same Company' granular permission. Users with this granular permission enabled on their permissions template can now view 'Draft' RFIs that are marked as 'Private' and are associated to users within their company (including them). See Grant Granular Permissions in a Project Permissions Template and View RFIs.

Columns Added to RFIs List with Supported Custom Fields (03/12/2021)

Users can now show, hide, or rearrange columns on the project's RFIs list with data from custom fields (excluding 'Rich Text (Long)' and 'Read Only Entry' custom fields). Additionally, columns with data from 'Number', 'Date', 'Checkbox', and 'Plain Text (Short)' custom fields can be used to sort the RFIs list. See Search for and Filter RFIs. Note that columns for custom fields are hidden by default. See Customize the Column Display in the RFIs Tool for information about showing, hiding, and rearranging columns in the RFIs list.

Create Custom Fields and Custom Sections for RFIs in the Company Level Admin Tool (02/22/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's RFIs tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore has added the ability to create custom sections for the project's RFIs tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below an RFI's 'General Information' section. See Create Custom Sections.

New Granular Permission to Act as RFI Manager on RFIs (7/22/2020)

Procore has added a new granular permission to allow users with 'Read Only' and 'Standard' level permissions on the project's RFIs tool to act as RFI Manager. Users with this granular permission will be able to perform some additional tasks for RFIs they create ('Standard' only) or that they are designated as 'RFI Manager' for.  See See Grant Granular Permissions in a Permission Template and What is the RFI Manager role?

New Granular Permission to Mark Official Responses on RFIs (4/30/2020)

Procore has added a new granular permission to allow users to mark official responses on an RFI if they are the RFI's creator or if they are an Assignee or a Distribution List member on the RFI. See Grant Granular Permissions in a Permission Template.  Note: The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for an RFI's creator to view all responses to the RFI. See Configure Advanced Settings: RFIs.

Working Days for Due Dates on RFIs (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFIs will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: RFIs.

View All Release Notes: RFIs


Schedule (Project Level)

Configure Gantt Chart Columns in the Project Schedule Tool (05/14/2021)

Users now have the flexibility to configure all columns on the Gantt chart to their liking. Configuring the columns from the configure drop down allows users to dictate what order the columns show on the Gantt chart. Previously, the Task Name column was locked into the the first position, see Configure Columns.

Sortable Columns in Gantt View (02/17/2021)

Columns in the Gantt view on web can now be sorted within Procore. When you click on a column it will sort the values in that column from low to high or from high to low.

Added 'Lookaheads' Source for Custom Company Schedule Tasks Reports (02/16/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom company reports. See Create a Custom Company Report.

New Granular Permissions for the Project Level Schedule Tool (02/11/2021)

Procore has added new granular permissions for the Project level Schedule tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.

Added 'Lookaheads' Source for Custom Project Schedule Tasks Reports (02/09/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom project reports. See Create a Custom Company Report and Create a Custom Project Report.

Procore Lookaheads Feature Now Available in the Schedule Tool (02/09/2021)

Procore has released its new Lookaheads functionality within the project level Schedule tool. This feature allows users to create schedule subtasks based off their integrated master schedule file. Lookaheads operates separate from the master schedule file and modifications to a Lookahead do NOT impact an integrated master schedule. Lookaheads can be created to range from 1-6 weeks. See Create a Lookahead Schedule.

Export Lookahead to PDF (12/6/2020)   

The Project level Schedule tool has been updated to allow the Lookaheads of a project's schedule to be exported as a PDF file. See Export a Project Schedule.

Update Percent Complete for Schedule Tasks on iOS and Android (11/17/2020)

Users with 'Admin' permissions on the Project's Schedule tool can now update the Percent Complete for imported schedule tasks using the Procore mobile app. Users with 'Standard' and 'Read Only' permissions with the Granular Permissions to ‘Update Task Completion Percentages’ enabled can also update the Percent Complete on mobile. See 'How do I allow users to update the 'Percent Complete' field in the Schedule tool?'.

New Design and User Experience for Schedule Tool on Mobile (11/17/2020)

Users can now enjoy a new user experience and design when using the Schedule tool on their iOS an Android devices. This new experience and design lays the foundation for future mobile enhancements to the Schedule tool, including a new Mobile Percent Complete feature, which will be available soon to all users. New functionality and design you'll see with this update includes:

  • A new 'Resource' filter, allowing users to filter down the list of tasks relevant to them.
  • An 'All' option to allow the user to view all tasks on the project. Previously you could only view tasks in a day, week, or month time frame.
  • A updated schedule banner. If the schedule has been modified since the last time the user logged in, we'll display a banner with the date and time the schedule was last updated.
Report on 'Overdue' Schedule Tasks using Custom Reports Tool (10/16/2020)  

'Overdue' has been added as a reportable field at the project and company level of the custom Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule task by 'Overdue'. See Create a Custom Project Report.

Create a Report on Requested Changes for the Programme Tool (04/17/2020)  

'Requested Changes' has been added as an option when creating a custom report on Programme Tasks in the project's Reports tool. This allows users with appropriate permissions to the project's Reports tool to create custom reports on requested programme changes in the project's Programme tool. See Create a Custom Project Report. A new customizable report with data on pending programme variation requests called 'Variation Requests' has also been added to the Programme Reports section in the Project level Reports tool.

Export Gantt View to CSV (03/19/2020)  

The Project level Programme tool has been updated to allow the Gantt view of a project's programme to be exported as a CSV file. See Export a Project Programme.

Updated Gantt Chart View (02/25/2020)  

The Gantt view of the Project level Programme tool has been redesigned with a refined look and expanded functionality. This update makes it easier to navigate through the programme and view important information. See View a Project Programme.
Note: Since the updated Gantt chart provides a more comprehensive and flexible experience with several new features, the Microsoft Project Viewer in Procore has been removed. In addition, the Gantt Chart settings (such as 'Enable MS Project Viewer Gantt Chart' and Task Level colours) are no longer available in the Programme tool's Configure Settings page.

View All Release Notes: Schedule


Specifications (Project Level)

'Default Revision Number' Option Added to Specifications Uploads (07/30/2020)

Admins who are uploading Specifications can now set a ‘Default Revision Number’ under ‘Advanced Options’ in the Upload window. See Upload Specifications. The number or letter entered in this field will automatically be applied to all spec sections in the upload. This saves time that would normally be spent manually editing the Revision Number on each spec section individually.

Create Configurable Fieldsets and Custom Fields for the Specifications Tool (04/06/2020)

Company Admins can now create new configurable fieldsets for the Specifications tool in order to designate which fields are required, optional or hidden within projects. See Create New Configurable Fieldsets. After a fieldset is created, new custom fields can also be created and applied to the Specifications tool in one or more projects. See Create New Custom Fields.

With the ability to customise fields, you can ensure important information related to specifications is entered, and later create custom reports off this custom data. Configurations for fieldsets and custom fields are reflected in projects on Procore's web and mobile applications, so your configurations and custom fields are always presented. See Which fields in the Specifications tool can be configured as required, optional or hidden?

View All Release Notes: Specifications


Submittals (Project Level)

Redesign for PDF Exports of Submittals and Submittal Packages (05/11/2021)

Procore has updated the design of PDF exports for submittals and submittal packages from the project's Submittals tool. See Export a Submittal and Export a Submittal Package.

Columns Added to Submittals List with Supported Custom Fields (05/03/2021)

Users can now show, hide, or rearrange columns on the project's submittals list with data from custom fields (excluding 'Rich Text (Long)' and 'Read Only Entry' custom fields). Additionally, columns with data from 'Number', 'Date', 'Checkbox', and 'Plain Text (Short)' custom fields can be used to sort the submittals list. See Search for and Filter Submittals. Note that columns for custom fields are hidden by default. See Customize the Column Display in the Submittals Tool for information about showing, hiding, and rearranging columns in the submittals list.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom company or project reports created in the Company level or Project level Reports tools. See Create a Custom Company Report and Create a Custom Project Report.

Add Markups and Personal Stamps to Submittal PDF Attachments in Procore (02/09/2021)

Procore has released updates to the PDF viewer in the project's Submittals tool that allow users who have the current Ball In Court responsibility for a submittal to add markups to the submittal's PDF attachments in the Procore web application. See Review Submittal PDF Attachments. Users can also upload one or more personal stamps that can be used in addition to the markup tools provided by Procore. See Manage Personal Submittal Markup Stamps.

New Submittal Configuration Setting for Submittal Attachments Sent in Procore Emails (02/09/2021)

Procore has added a configuration setting in the project's Submittals tool to allow submittal attachments (added in the submittal's General Information or in a workflow step) sent in Procore emails to be downloaded without requiring email recipients to log in to Procore. If the setting is configured to allow recipients to download the attachments without logging in to Procore, the submittal attachment download links will expire after 14 days from the notification email's sent date. See Configure Settings: Submittals Tool.

Create Custom Fields and Custom Sections for Submittals in the Company Level Admin Tool (11/30/2020)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Submittals tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore has added the ability to create custom sections for the project's Submittals tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a submittal's 'General Information' section. See Create Custom Sections.

'Description' Field Now Searchable in Submittals (11/12/2020)

When a user enters a word or phrase to search for submittals, the search results now include submittals with matching results in their 'Description' fields. See Search for and Filter Submittals.

'Approver Comment' Column Added to Custom Reports for Submittals (10/20/2020)

Users can now include 'Approver Comment' in a custom Submittals report in the Reports tool. This allows users to have visibility into Approver Comments in Submittal reports. See Create a Custom Project Report or Create a Custom Company Report.

'General Information' Attachments Moved to Submittal Workflow Table (5/21/2020)

Attachments added to a submittal's 'General Information' when the submittal was created or edited can now be found in the Submittal Workflow table when viewing the submittal. See View a Submittal.

New Configurable Fieldsets for Submittal Logs (4/12/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Submittal tool's submittal logs. See Which fields in the Submittals tool can be configured as required, optional or hidden?

Working Days for Due Dates on Submittals (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for submittals will now depend on the project's 'working days'. See Set Project Working Days and Configure Settings: Submittals Tool.

Updates to the Submittal Workflow Table (2/11/2020)

Procore has updated the Submittal Workflow table in the project's Submittals tool. See Upload and Submit a SubmittalRespond to a Submittal as an Approver, and Edit a Submittal Response.

Enter '0' Days to Respond in Submittal Workflow (1/10/2020)

Users with the appropriate permissions to create or edit a submittal on projects with Dynamic Approver Due Dates enabled can now enter '0' in the 'Days to Submit/Respond' column in the Submittal Workflow table. This update also allows for '0' to be used in the 'Days to Submit/Respond' column in Submittal Workflow Templates. See What are dynamic approver due dates? and Manage Submittal Workflow Templates.

View All Release Notes: Submittals


Tasks (Project Level)

Working Days for Due Dates on Tasks (03/09/2020) 

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for tasks will now depend on the project's 'working days'. See Set Project Working Days and Configure Advanced Settings: Tasks.

View All Release Notes: Tasks


Timesheets (Project Level)

Multi-Tier Approval for Timekeeping Now Supported in Mobile Apps (3/29/2021)

Procore has updated the multi-tier approval feature for timekeeping by expanding the process to support approvals on Procore's mobile apps. Now, mobile users who have been granted 'Read Only' or 'Standard' level permissions on the Project level Timesheets tool with the 'Review & Edit Timesheets' granular permission on the project permission template can create new timesheets in the 'Pending' status and change the status of a timesheet to 'Reviewed' in the Project level Timesheets tool. They can also change the status from 'Pending' to 'Reviewed' on project timesheets that they have permission to view using the Company level Timesheets tool. For details, see Review a Timesheet (Android) and Review a Timesheet (iOS). 'Admin' users can also now Approve a Timesheet (Android) and Approve a Timesheet (iOS)

Added 'Cost Type' to Custom Reports for the Timesheets Tool (3/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom report, see Create a Custom Company Report and Create a Custom Project Report.

Enhanced the 'Review & Edit Timesheets' Granular Permission (3/24/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets ToolEdit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Moved the 'Classifications' Tab to the Project Admin Tool (2/22/2021) 

Procore has moved the settings in the 'Classifications' tab of the Timesheets tool to a new 'Classifications' tab in the Project level Admin tool. Users can now also configure which classifications are available for use with Procore's project timekeeping tools. To learn more, see Field Productivity: Enable Classifications on a Project.

New Multi-Tier Approval for Timekeeping (2/10/2021)

Procore has updated the Timesheets tools to support multi-tier approval. You'll see the new 'Reviewed' status in the Project level Timesheets tools and a 'Completed' status in the Company level Timesheets tool. This provides your team with improved visibility into timecard entries on a project and also ensures greater accuracy to help ensure that timecard entry mistakes are caught earlier in the review process. We've also updated the permissions templates feature to include a new 'Review & Edit Timesheets' granular permission for the Project level Timesheets tool. You'll also see a new 'Date' column for individual timecard entries. To learn more, see Timesheets: Multi-Tier Approval for Timekeeping.

Zero-Hour Entry in Timesheets Now Also Supported in the My Time App (1/12/20201)

The My Time tool in the Procore for Mobile apps now supports zero (0) hour time entries. This new capability is similar to the functionality that currently exists in the Timesheets tool and provides your team with the flexibility it needs to enter time off and per diem.

Added Sub Job Field to Add Quantities Window (11/17/2020)

Procore has added a new 'Sub Job' field to the Project level Timesheets tool to show the name of the sub job that is associated with the quantity being entered. If the Sub Jobs feature is enabled on your project (see Enable Sub Jobs), the 'Sub Job' associated with your 'Units Installed' entry will appear in the Add Quantities window. If Sub Jobs is disabled, the 'Sub Job' field will display the word 'None.' This new field appears in the Procore for Web and Procore for Mobile (Android and iOS). For details, see Add Quantities to a TimesheetAdd Quantities to a Timesheet (Android), and Add Quantities to a Timesheet (iOS)

Added a Date Column to Individual Time Entries (11/5/2020)

Procore has added a 'Date' column to the 'Individual Entries' section of the Project Level Timesheets tool. 

Approve Individual Time Entries (11/2/2020) 

Users can now approve time entries that appear in the 'Individual Entries' section of the Project level Timesheets tool. See Approve a Timesheet.

Pagination on Timesheets (07/17/2020)

To reduce page loading times, Procore has added pagination to the Timesheets tool at both the Project and Company levels.

Real-Time Labour Costing with Field Productivity (03/03/2020)

For Field Productivity clients collecting timecard entries in the field, Procore has released an update to help self-performing contractors minimize the risks of budget overrun due to labor costs. The labor costing updates provide project manager's with the ability to eliminate wait time associated with inputting timesheet updates. To learn more, see Project Financials: Real-Time Labor Costing with Field Productivity.

View All Release Notes: Timesheets


T&M Tickets (Project Level)

New Subcontractor Section in the Project T&M Tickets Tool (5/18/2021)

Procore has updated the Project level T&M Tickets tool with a new ‘Subcontractor’ section that can be turned ON or OFF in the Company level Admin tool. This new section provides your field teams with the ability to record any work performed on your behalf by your sub-tier subcontractors. It lets you attach any relevant backup documentation to your T&M ticket--ensuring that your clients can easily verify the work and you can seamlessly transfer this information to a change event. See Create a Change Event from a T&M Ticket. The only requirement is that the subcontractor you select must have a company record in the Project level Directory tool (see Add a Company to the Project Directory). 

Download a PDF Copy of a T&M Ticket from a Change Event 'Description' (4/22/2021)

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.

New Connected Change Management Workflows (3/15/2021)

Procore has updated the Bulk Actions menu in the project's T&M tickets tool to provide you with the ability to add T&M tickets to a new or existing change event. Line item entries to selected T&M tickets can now be added to a change event, streamlining how you generate change orders to get paid for work performed. See Create a Change Event from a T&M Ticket and Add a T&M Ticket to a Change Event.

Moved the 'Classifications' Tab to the Project Admin Tool (2/22/2021)  

For users who set up and assign classifications to employees and workers for use with the T&M Tickets tool, Procore has moved the settings in the 'Classifications' tab of the Timesheets tool to a new 'Classifications' tab in the Project level Admin tool. Users can now also configure which classifications are available for use with Procore's project timekeeping tools. To learn more, see Field Productivity: Enable Classifications on a Project.

T&M Tickets added to Procore Search (1/26/2021)

Procore has updated its Procore Search feature to include the T&M Tickets tool. For more information, see Which project tools support Procore Search? and What information is searchable using Procore Search?

New Signature Requests for T&M Tickets (12/7/2020)

Procore has updated the T&M Tickets tool so you can now request a customer signature. This gives your customer signee's more flexibility when verifying T&M Tickets and also removes the need to interact in person. When you create a T&M ticket, you can instantly send your customer signee a signature request by email. Signees also have the ability to draw their signature from their desk using either the Procore web application or from the convenience of the field using Procore for Mobile (Android & iOS). For details, see T&M Tickets: Signature Requests.

New Custom Fields for T&M Tickets (10/29/2020)

Procore has updated the Company level Admin tool to give you the ability to create custom fields for the T&M Tickets tool. Creating new custom fields is helpful when your company wants to track extra details related to the T&M tickets created in the field. See Admin: Create Custom Fields for the T&M Tickets Tool.

New Configurable Fieldsets for T&M Tickets (09/29/2020)  

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the T&M Tickets tool. See Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

Updated Signee Permissions in Procore Web Application for Mobile Users (09/23/2020)

Mobile users with 'Read Only' level permissions or higher on the T&M Tickets tool can now sign tickets using Procore for Android or Procore for iOS. Prior to this release, all users required 'Standard' permissions. In addition to the permissions change, users can only sign a ticket when they are the designated 'Signee' on that ticket. See Sign a T&M Ticket (Android) and Sign a T&M Ticket (iOS)

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Project Level Time & Materials (T&M) Tickets Tool (7/14/2020)

Released the new T&M Tickets tool. This tool provides users with the ability to document, track and enable visibility into out of scope work from any mobile device through the Procore Android or iOS apps. With this new tool, you can set automatic notifications from the Procore web app or distribute tickets from your mobile device to provide more visibility of T&M exposure to all parties. From the mobile app, users can create, edit, verify and sign T&M tickets quickly while on site. To learn more about this release, see T&M Tickets: New! Project Level Time & Materials Tickets Tool.

View All Release Notes: T&M Tickets


Transmittals (Project Level)

No notable changes.

View All Release Notes: Transmittals


Platform

Procore Search

Search Custom Fields for Select Procore Tools (10/27/2020)

You can now use Procore Search to search for certain custom fields in a project's Drawings, Incidents, Inspections, Observations, and Punch List tools. With this release, you can search for custom fields of the Plain Text, Rich Text, or Number field types. See Which project tools support Procore Search? and Search for Items Within a Project Using Procore Search.

Procore Search Now Available for All Major Tools in Procore (09/14/2020)

The Project level search feature, Procore Search, can now be used to search across all major tools in a project from a single location. See Which project tools support Procore Search? and Search for Items Within a Project Using Procore Search.
Note: Procore Search is not yet available for new and limited-release Procore tools, such as Correspondence and T&M Tickets.

Search for Items Within a Project Using Procore Search (06/22/2020)

Procore has released a new feature, Procore Search, which provides all project users with a single, consistent search experience across tools in a project. Instead of needing to search separately within each tool, you can now search for items across an entire project from one place in order to quickly locate the information you need. See Search for Items Within a Project Using Procore Search.