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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.

Integrations

Procore maintains release notes for the following integrations only:


Company Level

Admin (Company Level)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Introducing Work Breakdown Structure (03/03/2022)

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

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

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

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

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

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

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

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

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

View All Release Notes: Admin


Tender Board(Company Level)

Select a Project Template When Adding a Project to the Portfolio (19/10/2022)

A 'Project Template' menu has been added to the Add to Portfolio functionality in the Tender Board tool that allows you to select from existing project templates to apply to a new project. See Add a Tender Board Project to the Portfolio Tool.

Additional Colours Added for Labelling Project Stages (26/09/2022)

There are now 16 colours to chose from for labelling project stages in the Tender Board tool. Colours can be selected in the Rename Project Stages area of the tool. See Edit Project Stages on the Tender Board.

Tender Board Tool Now Available in Procore (21/09/2022)

A new Company level 'Bid Board' tool is now available in Procore for accounts with the Estimating product. This tool allows you and your team to view and manage all tenders that you've been invited to and complete the takeoff and estimating process- all from one tool in Procore. See Tender Board.

 

 

 

View All Release Notes: Tender Board


Cost Catalogue (Company Level)

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

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

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

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

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

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

View All Release Notes: Cost Catalogue


Directory (Company Level)

Updates to 'Projects & Tenders' Tab in Company Details Pages (29/07/2022)

Procore has updated the table on the 'Projects & Tenders' tab in the Company Details pages to show more than 10 tenders. If there are more than 10 tenders to show, users can navigate through pages of additional tenders. The table itself has been renamed from 'Most Recent Tenders' to 'Tenders'. See View Company Details in the Company Level Directory Tool.

'People' Tab and 'Default Tender Invitee List' Renamed on Company Records (12/07/2022)

On company records in the Company level Directory tool, Procore has renamed the 'People' tab and the 'Default Tender Invitee List'. The 'People' tab is now called 'Users' and the 'Default Tender Invitee List' is now called 'Bid Contacts'. See Add a Company to the Company Directory and Set Tenderer Information at the Company Level.

'Edit' Buttons Added to User Details and Company Details Pages (09/06/2022)

Procore has added Edit buttons to the User Details and Company Details pages in the Company level Directory tool. These buttons (shown only to users with the appropriate permissions to edit users and/or companies) allow users to easily switch between viewing a user or company and editing a user or company. See View User Details in the Company Level Directory Tool and View Company Details in the Company Level Directory Tool.

'Job Title' Column Added to Users Tab (09/06/2022)

Procore has added a 'Job Title' column to the Users tab in the Company level Directory tool. See Customise the Column Display in the Directory Tool.

View All Release Notes: Directory


Documents (Company Level)

New View-Only Mode for Microsoft Office 365® Files in the Documents Tool (10/03/2022) 

Procore has made a change to the Documents tool that allows users to view Microsoft files in the Microsoft Office 365 viewer without needing to sign in to an account. See View a File in Microsoft Office 365 Using the Documents Tool.  Previously, only users with a Microsoft Office 365 account could open Office 365 files from the Documents tool and the viewer automatically opened to Edit mode. See Open or Edit a File in Microsoft Office 365 Using the Documents Tool.

View All Release Notes: Documents


ERP Integrations (Company Level)

No notable changes.

View All Release Notes: ERP Integrations


Inspections (Company Level)

Flexible Response Types for Inspection Items (19/09/2022)

Procore has updated how you assign response types to items in Company level and Project level inspection templates, giving you more flexibility to use standard or custom response types and bulk assign response types to items. Read the Announcement and tutorial to Create a Company Level Inspection Template.

'Multiple Response Set' renamed to 'Custom Response Set' (26/04/2022)

Procore has renamed 'Multiple Response Set' to 'Custom Response Set' in the Company level Inspections tool. See Create a Custom Response Set for Inspections.

View All Release Notes: Inspections


Permissions (Company Level)

NEW GRANULAR PERMISSIONS FOR PROJECT LEVEL Meetings TOOL (15/11/2022) 

Procore has added new granular permissions for the Project level Meetings 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.

UPDATED 'MANAGE WBS CODES' GRANULAR PERMISSION FOR WORK BREAKDOWN STRUCTURE (17/08/2022) 

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

UPDATED GRANULAR PERMISSIONS FOR WORK BREAKDOWN STRUCTURE (03/06/2022) 

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

Updates to 'Create Item' Granular Permission for Correspondence Tool (01/02/2022)

Procore has updated the 'Create Item' granular permission for the project's Correspondence tool to allow users with the granular permission enabled on their permissions template to edit 'Draft' correspondence items that they created. See Grant Granular Permissions in a Project Permissions Template and Edit a Correspondence Item.

View All Release Notes: Permissions


Planroom (Company Level)

No notable changes.

View All Release Notes: Planroom


Portfolio (Company Level)

No notable changes.

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.

View All Release Notes: Programs


Reports (Company Level)

Excel File Type Option Added for Distributing Custom Company Reports Created with Enhanced Reporting (07/12/2022)

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

Distribute and Programme Distributions for Custom Company Reports Created with Enhanced Reporting (03/10/2022)

Procore has added distribution functionality to Enhanced Reporting for Financials. This functionality allows users to distribute a snapshot of a custom company report, either as a one-time distribution or a programmed distribution. See Distribute a Snapshot of a Custom Company Report.

Global and Project Insurance Field Groups Added to Enhanced Reporting (06/09/2022)

Procore has added two new field groups to Enhanced Reporting for Financials: Company Global Insurance and Company Project Insurance. These columns allow users to add insurance information from the Company level Directory tool (global insurance) and from the Project level Directory tool (project insurance) to their custom company reports together with their financial data. See Create a Custom Company Report - Enhanced Reporting.

Enhanced Reporting for Financials (28/07/2022)

Procore has released various enhancements to the Company level Reports tool for reporting on Financial Management tools. Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface. See Create a Custom Company Report - Enhanced Reporting.

View All Release Notes: Reports


Programmes (Company Level)

View All Release Notes: Programme


Timecard (Company Level)

No notable changes.

View All Release Notes: Timecard


Timesheets (Company Level)

Added Project Region and Department Filters (21/09/2022)

Procore has updated Company level Timesheets, allowing you to filter time entries by project region and department. See Search for and Filter Employee Timesheets.

Added 'None' filter options (28/04/2022)

To help in surfacing entries that are missing data, Procore has added the 'None' option to the following filters: Classification, Cost Code, Crews, Location, Sub Job, Time Type. See Search for and Filter Employee Timesheets.

View All Release Notes: Timesheets


Workforce Planning (Company Level)

Introducing Workforce Planning (29/07/2022) 

Procore is proud to introduce Workforce Planning, a Construction Workforce Management solution that provides real-time insight into your workforce's availability and skillset with a centralised rostering, scheduling and communication hub. 

With Workforce Planning, you can:

  • Programme your workforce with real-time insight into your workforce's availability and skill set. 
  • Forecast future projects by planning assignments and using historical data to make educated decisions when looking ahead.
  • Connect by providing access to current programmes and streamlining communication to employees with integrated text messages and alerts so everyone is communicating in a single system in real-time.

To learn more, see Workforce Planning.

View All Release Notes: Workforce Planning


Project Level

Action Plans (Project Level)

Add Correspondence Items as References (12/12/2022)

Procore has added the ability to add correspondence as a reference when creating action plans. This allows those performing action plans to view communication regarding items within an action plan, making it easier to understand and complete those items. See Create an Action Plan.

Search for Action Plan Items (16/11/2022)

Procore has added the ability to search for Plan Items within an individual Action Plan. Search for the titles of sections or items or for acceptance criteria or notes to easily find the Plan Items you are looking for. To learn how, see Search Action Plan Items.

Add Documents as References and Records (19/10/2022)

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

Action Plan Statuses (29/09/2022)

Procore has added statuses to Action Plans, making it easy to track whether they are a draft, in progress or closed. You can create custom statuses, providing flexibility when following your company’s process and filter by status on the Action Plan List. Read the Announcement and tutorials to Create Action Plan Statuses and Update the Status of an Action Plan.

Reportable Action Plans Fields in Procore Analytics (27/09/2022)

Procore has added new reportable fields about Action Plans for customers using Procore Data Extract in Procore Analytics. Learn more about the newly available fields, Procore Data Extract and Procore Analytics.

Create Private Action Plans (12/09/2022)

Procore has added the ability to make the action plans you create private, allowing you to choose who should have access to view the action plan. Read the Announcement and tutorial to Create an Action Plan.

Add Item Level Notes on Action Plans (27/07/2022)

When creating or editing an action plan, users can now add notes to individual action plan items. Read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Correspondence Items as Records on Action Plans (19/07/2022)

Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action PlanCreate a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.

Updates to Linking Existing Inspections as Records on Action Plans (26/01/2022)

When linking an existing inspection as a record to an action plan, the 'Link Inspections' window now includes columns to show the 'Location' and 'Inspection Date' data from the available inspections. Additionally, inspections now display as individual cards that can be expanded or collapsed in the action plan's side panel after they been linked. See Perform an Action Plan.

View All Release Notes: Action Plans


Admin (Project Level)

Activate and Deactivate budget codes (18/11/2022)

Users with 'Admin' level permissions on the Project Admin tool can now deactivate budget codes on a project. Deactivating budget codes prevents others from assigning an unneeded or unwanted budget code to the financial line items in Procore's Project Financials tools. Users also have the ability to reactivate codes as needed. Also included with this release is the option to update budget code descriptions from the project's Admin and/or Budget tools. See Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes.

Updated 'Manage WBS Codes' Granular Permission for Work Breakdown Structure (17/08/2022)

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

Updated Granular Permissions for Work Breakdown Structure (03/06/2022)

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

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

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

Introducing Work Breakdown Structure (03/03/2022)

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

View All Release Notes: Admin


Tendering (Project Level)

New Option for Tenderers to Submit Their tender to Procore by email (17/08/2022)

Invited tenderers can now submit a tender to Procore by replying to the tender invitation email with an attachment. See Submit a Tender. This means that tenderers have an alternative to logging into Procore's Planroom tool to submit a tender and tender submissions sent in this manner are automatically recorded in Procore. See Review Submitted Tenders. This option is meant to serve as an alternative to tenderers emailing a tender completely outside of Procore, where you would need to manually enter their place a tender on their behalf.

Tender management 2.0 (Beta): Convert a Tender to a Subcontract or Purchase Order (17/08/2022)

Similar to the original Tendering experience, Tender Management 2.0 now allows you to award a tender and convert it to a contract in the project's Commitments tool. See Award a Tender and Convert it to a Subcontract or Purchase Order.

Tender management 2.0 (Beta): Company and project level opt-in for beta (17/08/2022)

The Tender Management 2.0 beta experience can now be enabled by users at the Company or Project level, even for existing projects. See How do I opt in to the new Tendering experience?
Note: Users with 'Admin' permissions to a project's Tendering tool can enable the experience at the Project level for that particular project. Only Company level Admin users can enable the experience for all projects in the account.

Tender management 2.0 (Beta): level tenders (19/05/2022)

For users in the Tender Management 2.0 beta, you can now level tenders for tender forms in the Tendering tool. This allows you to easily compare received tenders so that you can more easily decide who to award a contract to. See Level Tenders for a Tender Form for more information.

Tender management 2.0 (Beta): create custom tender forms (19/05/2022)

For users in the Tender Management 2.0 beta, you can now create and manage custom tender forms in the Tendering tool. Tender forms make it easier to break down scope and cost information and help to standardise the responses that are being received from tenderers. In addition, the use of tender forms allows for tender levelling on submitted tenders. See Create a Tender Form.

 

View All Release Notes: Tendering


Budget (Project Level)

New 'Budget Changes' Feature for Change Management- Phased Release Complete (17/10/2022)

On Monday, October 17, 2022, Procore completed the phased release of the migration process to support Procore's new Budget Changes feature. The new Budget Changes feature is designed to replace the existing budget modifications function in the Budget tool. To support our customers in their long-range planning processes, Procore is providing users with ample notice of the need to your migrate budget modifications data to the new budget changes format before October 2023. To learn more about this feature, see Budget: New 'Budget Changes' Feature for Change Management in Project Financials. Please be sure to also read the Important information documented in Common Questions.  

New 'Budget Changes' Feature for Change Management - Phased Release Begins (03/10/2022)

On Monday, October 3, 2022, Procore started a gradual, phased release of the migration process to support Procore's new Budget Changes feature. It is expected that the ability to migrate to the new budget changes feature will be available to Procore customers by mid-October 2022. The new Budget Changes feature is designed to replace the existing budget modifications function in the Budget tool. To support our customers in their long-range planning processes, Procore is providing users with ample notice of the need to your migrate budget modifications data to the new budget changes format before October 2023. To learn more about this feature, see Budget: New 'Budget Changes' Feature for Change Management in Project Financials. Please be sure to also read the Important information documented in Common Questions.  

UPDATED 'MANAGE WBS CODES' GRANULAR PERMISSION FOR WORK BREAKDOWN STRUCTURE (17/08/2022)

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

UPDATED GRANULAR PERMISSIONS FOR WORK BREAKDOWN STRUCTURE (03/06/2022)  

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

'Division' Option in Group & Filter Menu Renamed 'Cost Code Tier 1' (04/04/2022)

Before Procore's Work Breakdown Structure release (see Introducing Work Breakdown Structure), there was a 'Division' option in the Filter menu of the Project level Budget tool. In Procore's WBS, the 'Cost Code' tier is a tiered segment, so this legacy 'Division' option has been renamed to 'Cost Code Tier 1'. To learn more about this update, see Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?

View All Release Notes: Budget


Change Events (Project Level)

Add CHange Event Line Items From Variation Sov (17/10/2022)

You now have the option to create Change Event Line Items from the 'Change Event Line Item' field on a change order's schedule of values. See Link a Schedule of Values Item to a Change Event Line Item

Budget Codes Syncing Across Change Objects (17/10/2022)

Change event line items associated with change orders will now be editable as long as the change order is also in an editable state. How are line items and budget codes updated across change objects?

Create CUSTOM SAVED VIEWS FOR MODERNISED CHANGE EVENTS  - Phased Release Complete (30/08/2022) 

Procore is pleased to announce that the phased rollout of the new custom saved views for the modernised Change Events list view is complete. For Procore users participating in the Beta program for the New Change Events Line Items View, this feature allows companies create and save custom views (see Set up Configurable Views for the Change Events Line Items View) in the modernised Change Events list. To learn more, see Change Events: Create Custom Saved Views of Modernised Change Events List.

CREATE CUSTOM SAVED VIEWS OF MODERNISED CHANGE EVENTS LIST - Phased Release Begins (12/07/2022) 

Procore has started a phased release of a new capability within the Change Events Modernised List View. The new change events view is gradually being released to all Change Events users who are using the new Change Events list view (see . This feature allows companies to create and save custom views of the Change Events Modernised List View. To learn more, see Change Events: Create Custom Saved Views of Modernised Change Events List

MODERNISED CHANGE EVENTS EXPERIENCE - Phased Release Completed (11/07/2022)

On Monday, June 13, 2022, Procore started a phased release of the new change events experience. On Monday, July 11, 2022 the phased release was completed. To learn more, see Project Financials: Modernised Change Events Experience.

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

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

Modernised Change Events Experience - Phased Release Begins (13/06/2022)

On Monday, June 13, 2022, Procore started a phased release of the new change events experience. This new experience will be gradually released to all customers using the Change Events tool over the next month. To learn about the phased release, see Change Events: Modernised Change Events Experience.

View All Release Notes: Change Events


Variations (Project Level)

No notable changes.

View All Release Notes: Variations


Commitments (Project Level)

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

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

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

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

Added a New Choose Delimiter Option for Bill of Quantities Imports (12/09/2022)

Procore added a new option in the 'Import Bill of Quantities from CSV' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;).  To learn more, see Import Commitment BOQ Line Items from a CSV File.

New 'Send SBOQ Notification' Button (11/04/2022)

If the 'Subcontractor BOQ' tab is enabled on the Project level Commitments tool (see Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool) payment application administrators can now click a 'Send SBOQ Notification' button. This sends an email message to the payment application contact to alert the user to complete line item breakdown in the Subcontractor Bill of Quantities. To learn more, see What is a Subcontractor Bill of Quantities? To use the new button, see Send a Subcontractor BOQ Notification. To respond to SBOQ notification, see Update the Subcontractor BOQ

Modernised Experience for the Commitments Tool (11/04/2022)

To provide you with a modernised interface and optimizations to improve your ability to create and manage contracts more efficiently, Procore is pleased to announce the general availability of a new experience in the Commitments tool. Users will be permitted to exit out of the modernised experience and return to the legacy experience until the end of Q3 2022. After the end Q3 2022, the legacy experience will be removed and users will be required to use the new experience. To learn more about this release, see Project Financials: Modernised Experience for the Commitments Tool.

Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications (23/03/2022)

On March 23, 2022, the redesigned subcontractor payment application beta experience was turned ON in all project's using the Commitments and Payment applications tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.

COMPLETED THE UPDATE FOR IMPORTING A BILL OF QUANTITIES FROM A CSV FILE (08/03/2022)  

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Bill of Quantities' from a Comma Separated Values (CSV) file. The deployment was completed on March 8, 2022. Both the legacy experience and the modernised beta experience of the Main Contracts tools now have the new Bill of Quantities import experience. To learn more, see Import Commitment BOQ Line Items from a CSV File.

Updated the User Experience for Importing a Bill of Quantities from a CSV File (24/02/2022) 

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a commitment's 'Bill of Quantities' from a Comma Separated Values (CSV) file. The new experience will be gradually deployed to Procore users over the next week and will be available to users in both the legacy and beta experience of the project's Commitments tool. To learn more, see Import Commitment BOQ Line Items from a CSV File.

New Always Editable Bill of Quantities Option on the Commitments Tool (15/02/2022)

To provide users with ability to refine contract values on a commitment's Bill of Quantities without having to issue a commitment variation, Procore has added a new 'Enable Always Editable Bill of Quantities' configuration setting on the project's Commitments tools. This setting is similar to one with the same name in the Project level Client Contracts, Main Contracts and Funding tools. It is recommended that you turn this setting ON before your team starts creating payment applications or progress billings on a project. To learn more, see What is the 'Enable Always Editable Bill of Quantities' setting?

Updated the Behaviour of the Payment application # Field for Subcontractor Payment applications (11/02/2022)

When creating or editing a subcontractor payment application, users have the option to enter a value in the Payment application # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each payment application on a commitment. To learn more, see Create a Payment Application on Behalf of a Payment Application Contact and Submit a New Payment application as a Payment Application Contact

View All Release Notes: Commitments


Co-ordination Issues (Project Level)

New 'Procore Documents' Plugin for Navisworks® (07/09/2022) 

Procore has released a new plugin for Navisworks® that allows users to easily access files stored in the project's Documents tool. Users can open and append files, as well as save new NWF files back to Procore. This integration helps empower team members to keep files up to date and reduce the risk of rework. See Getting Started Guide: Documents Plugin for Navisworks®.

 

View All Release Notes: Co-ordination Issues


Correspondence (Project Level)

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

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

Correspondence Type Email Settings Added to the Project's Correspondence Tool (22/12/2022)

Procore has added email notification configurations to the project's Correspondence tool. See Configure Advanced Settings: Correspondence and Who receives correspondence item emails and push notifications?

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

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

Select Multiple Trades on Correspondence Items (21/12/2022)

Procore has added the ability for users with the appropriate permissions to select multiple trades to associate with a correspondence item when the item is created or updated. See Create a Correspondence Item and Edit a Correspondence Item.

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

Custom Statuses for Correspondence Types Moved to Company Level Admin Tool (14/09/2022)

Procore has moved the management of custom correspondence statuses to the Company level Admin tool. See Manage Custom Statuses for Correspondence Types

Generate and Scan QR Codes for Correspondence Items (19/08/2022)

Users can now generate QR codes for correspondence items in the Procore web app and then print them out to display them in a related area. See Generate a QR Code for a Correspondence Item. Users can then use the camera apps on their mobile devices to scan the QR codes to get a link directly to the correspondence item. See Scan a Correspondence Item QR Code (iOS) and Scan a Correspondence Item QR Code (Android).

Add Correspondence Items as Records on Action Plans (19/07/2022)

Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action PlanCreate a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.

New Filters Added to Correspondence Tool (11/05/2022)

Users can now filter a project's list of correspondence items using the new 'Cost Code', 'Cost Impact', 'Distribution Member', 'Due Date', 'Schedule Impact', 'Programme Task' and 'Specification Section' filters. See Search, Sort and Filter Correspondences.

'Quantity' Field and Unit of Measurement Drop-Down Menu Added to Correspondence tool (05/05/2022)

A new Quantity field and a drop-down menu for selecting corresponding units of measure have been added to the project's Correspondence tool. See Create a Correspondence Item. Users with the appropriate permissions can add this field or update its visibility or requirement status in a correspondence type's configurable fieldset. See Edit Configurable Fieldsets.

New Fields Added to Correspondence List View and Exports (28/04/2022)

Procore has updated the list view in the project's Correspondence tool to include additional fields as configurable columns. When their associated columns are configured to show in the list view (see Customise the Column Display in the Correspondence Tool), the following fields will also now be included in correspondence list PDF and CSV exports (see Export a List of Correspondence Items):

  • Cost Code
  • Cost Impact
  • Distribution
  • Issued On
  • Location
  • Programme Impact
  • Programme Task
  • Specification Section
  • Sub Job
  • Trade
  • Type

Drawing Markup Filters Added for Individual Correspondence Types (30/03/2022)

Procore has updated the filters available on drawing markups in the project's Drawings tool to include separate filters for each correspondence type on the project. See Filter Drawing Markups.

New Option to Change a Correspondence Item's Status While Posting a Response (23/03/2022)

Procore has added a Post Response And Change Status button to the Activity section on correspondence items that allows users with the appropriate permissions to post their response to the correspondence item and change the item's status at the same time. See Respond to a Correspondence Item.

Drawing Snapshots Added to Correspondence Items with Linked Drawing Markups (07/03/2022)

Correspondence items with linked drawing markups now include a snapshot of the drawing area with the markup in their Links sections. See Link a Correspondence Item on a Drawing and View a Correspondence ItemNote: This release only affects new linked drawing markups and does not affect linked drawing markups that existed prior to this release.

New Fields Added to Correspondence Emails (16/02/2022)

Procore has updated the email notifications sent for the project's Correspondence tool to include the following fields on applicable fieldsets:

  • Cost Code
  • Cost Impact
  • Distribution
  • Issued On
  • Location
  • Programme Impact
  • Programme Task
  • Specification
  • Sub Job
  • Trade

New Fields Added to Correspondence Item Exports (10/02/2022)

Procore has updated the PDF exports for individual correspondence items (see Export a Correspondence Item) to include the following fields:

  • Linked Drawings (based on any drawings with published markup that links to the correspondence item - see Link Items on a Drawing)
  • Sub Job (based on data entry from the correspondence item's Sub Job field)
  • Programme Task (based on data entry from the correspondence item's Programme Task field)

Overdue Correspondence Items Now Shown in Red (09/02/2022)

Overdue correspondence items are now shown in a red font colour on certain fields in the tool's List and Archive tabs. This allows users to quickly identify overdue correspondence items while scrolling through the list. See Search, Sort and Filter Correspondences.

Push Notifications Added for Assignee Field Updates in Correspondence Tool (09/02/2022)

Push notifications have been added to Procore's iOS and Android applications for the project's Correspondence tool. Individual users can configure settings on their mobile device to select which correspondence types they want to receive push notifications for. See Settings: Procore iOS App and Settings: Procore Android App. When configured, push notifications are sent to users when they are added to the Assignee field on a correspondence item. See Who receives correspondence item emails and push notifications?

Updates to 'Create Item' Granular Permission for Correspondence Tool (01/02/2022)

Procore has updated the 'Create Item' granular permission for the project's Correspondence tool to allow users with the granular permission enabled on their permissions template to edit 'Draft' correspondence items that they created. See Grant Granular Permissions in a Project Permissions Template and Edit a Correspondence Item.

Status Type Selection Available for Correspondence Custom Statuses (01/02/2022)

Procore has added the ability to select the type for custom statuses in the project's Correspondence tool. This allows users to map their custom statuses to Procore's global statuses (Open, Closed and Draft) to help ensure appropriate email notifications are sent for items created with custom statuses. See Configure Advanced Settings: Correspondence.

Correspondence List Exports Now Reflect Active Column Display Configurations (18/01/2022)

When exporting a list of correspondence items, the columns included in the exports will now reflect whichever columns are actively displayed in the project's Correspondence tool at the time of the export. See Customise the Column Display in the Correspondence Tool and Export a List of Correspondence Items.

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

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

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

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

View All Release Notes: Correspondence


Crews (Project Level)

No notable changes.

View All Release Notes: Crews


Site Diary (Project Level)

Site diary modernization (06/05/2022)

Procore users will now see a modernised and more consistent UI across the Site Diary. The Search Results and Multi-day views now use the latest components and maintain a consistent user-experience with the single-day "List" view. In addition, we have added a 'Status' filter, allowing users to filter down Site Diary entries by the Approved, Pending and Rejected statuses. With this release, pending Site Diary entries can be approved or rejected from the list view. See Approve or Reject Site Diary Entries. There is also a new experience when adding related items to Site Diary entries. See Add a Related Item to a Site Diary Entry.

New Custom Field Types Added For the Site Diary (24/02/2022)

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

View All Release Notes: Site Diary


Direct Costs (Project Level)

Added a New Choose Delimiter Option for Direct Cost Imports (12/09/2022)

Procore added a new option in the 'Import Direct Costs' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;).  To learn more, see Import Direct Costs.

View All Release Notes: Direct Costs


Directory (Project Level)

'People' Tab and 'Default Tender Invitee List' Renamed on Company Records (12/07/2022)

On company records in the Project level Directory tool, Procore has renamed the 'People' tab and the 'Default Tender Invitee List'. The 'People' tab is now called 'Users' and the 'Default Tender Invitee List' is now called 'Bid Contacts'. See Add a Company to the Project Directory and Set Tenderer Information for a Company in the Project Directory.

'Job Title' Column Added to Users Tab (09/06/2022)

Procore has added a 'Job Title' column to the Users tab in the Project level Directory tool. See Customise the Column Display in the Directory Tool.

View All Release Notes: Directory


Documents (Project Level)

View and download Revit® Files in the Documents Tool (08/08/2022) 

Procore has added the ability for users to view and download Revit® files (.rvt) in the project's Documents tool. Generally, most contractors of a company do not have the ability to view Revit files because of not having access to the Revit application. This feature allows all project users to quickly access and view 3D models directly in Procore. See View and Download 3D Models in the Documents Tool.

New View-Only Mode for Microsoft Office 365® Files in the Documents Tool (10/03/2022) 

Procore has made a change to the Documents tool that allows users to view Microsoft files in the Microsoft Office 365 viewer without needing to sign in to an account. See View a File in Microsoft Office 365 Using the Documents Tool.  Previously, only users with a Microsoft Office 365 account could open Office 365 files from the Documents tool and the viewer automatically opened to Edit mode. See Open or Edit a File in Microsoft Office 365 Using the Documents Tool.

View All Release Notes: Documents


Drawings (Project Level)

Correspondence Type Options Added to Drawing Downloads (28/06/2022)

Procore has updated the options available when users download drawings with markups to include separate tickboxes for each correspondence type on the project. See Download Drawings.

Drawing Markup Filters Added for Individual Correspondence Types (30/03/2022)

Procore has updated the filters available on drawing markups to include separate filters for each correspondence type on the project. See Filter Drawing Markups.

View All Release Notes: Drawings


Emails (Project Level)

No notable changes.

View All Release Notes: Emails


Forms (Project Level)

No notable changes.

View All Release Notes: Forms


Estimating (Project Level)

Replace and Edit Parts in Assemblies (13/10/2022)

You can now replace and edit assembly parts in the Estimating tool, which helps to ensure that you can assign proper prices, description, cost codes to material parts. This is especially beneficial for "virtual" parts created under takeoffs (paint, surface area, weight, etc) that don't have a material assigned.

Surface Area Parameter Added for Area / Volume TakeOffs (11/10/2022)

You can now select 'Surface Area' as an additional parameter for Area or Volume takeoffs. See Add Area or Volume Takeoffs. When Surface Area is selected, you can choose to include all sides, the top or bottom. The Surface Area information for the takeoff will be reflected on the relevant estimate in the Estimating tab.

Automated area Takeoff for concrete plans (15/08/2022)

As a follow-up to Procore's recent Automated Area Takeoff release for floor plans, you can now run automated area detection for concrete plans. See Run Automated Area Takeoffs.

Automated area Takeoff for Floor plans (03/06/2022)

Procore has added a new Automated Area Takeoff feature for the Takeoff tab in the Estimating tool. See Run Automated Area Takeoffs (or see this tutorial for the standalone Procore Estimating application).

Instead of needing to manually trace outlines of each room while adding a takeoff on a floor plan, you can now click one button to have Procore run a room detection across one or multiple drawings. After the detection is complete, you can select all the detected areas for a drawing at once or select specific rooms individually. This feature significantly helps to save time and improve efficiency during the takeoff and estimating process.

New Circle Mode for area Takeoffs (01/06/2022)

Procore has added a new 'Circle mode' that can be used on area takeoffs in the Estimating tool. With the Circle tool, you can quickly and easily add circular takeoffs as needed. See Add Area or Volume Takeoffs.

Global Estimating Settings Moved to the Company Level Admin Tool (01/04/2022)

To be more consistent with how default tool settings are managed for projects in Procore, the global settings for Estimating projects have been moved to the Company level Admin tool. See Configure Default Estimating Settings. The measurement unit can still be changed in a project's Estimating tool as needed. See Configure Settings: Estimating.

New 'Bid' Tab in the Estimating Tool (15/02/2022)

A new 'Bid' tab has been added to the Estimating tool in Procore. This is the same tender page that would load after clicking 'Show Tender'. See Generate Tender Estimates.

Copy or Move Groups to Other Estimates (03/02/2022)

You can now copy or move groups from the Estimating or Takeoff tabs to other estimates in the project. See Copy or Move a Group to Another Estimate.

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

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

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

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

View All Release Notes: Estimating


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)

No notable changes.

View All Release Notes: Incidents


Inspections (Project Level)

New Inspections Programmer (17/11/2022)

With Procore’s new Inspection Scheduler, you can schedule future or recurring inspections using an existing Inspection Project Template. This new feature allows companies to automate inspection timelines, saving time and ensuring projects run on schedule. Read the Announcement and tutorials to Create an Inspection Schedule and View Inspection Schedules.

Flexible Response Types for Inspection Items (19/09/2022)

Procore has updated how you assign response types to items in Company level and Project level inspection templates, giving you more flexibility to use standard or custom response types and bulk assign response types to items. Read the Announcement and tutorial to Create a Project Level Inspection Template.

Updated Experience Viewing Inspections on Desktop (28/07/2022)

Procore has updated the look and feel and added new functionality when viewing Inspections on desktop, to more closely align to the mobile experience. Highlights of the new experience include a new layout, the ability to add and request signatures and improved performance.

See View Project Level InspectionsView the Activity Feed of Project Level InspectionsAdd Signers to an Inspection and Sign an Inspection.

Design Updates and New Attachment Option for Inspections (25/05/2022)

Procore has made design improvements to the Project level Inspections tool, including a new Inspection Items Preview section that shows users a preview of the inspection's items and their response options when creating or editing an inspection. Additionally, users can now attach a completed form to an inspection directly from the project's Forms tool. See Create a Project Level Inspection and Edit a Project Level Inspection.

View All Release Notes: Inspections


Instructions (Project Level)

View All Release Notes: Instructions


Payment applications (Project Level)

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

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

Payment application Management: Bulk Editing & Grouping Options for billing (15/11/2022)

For participants in the Beta experience for subcontractor payment applications, Procore is pleased to announce new bulk editing and grouping options on the Bill of Quantities (BOQ). Updating payment applications can be time consuming, especially when working with BOQs. With this update, users can now group BOQ line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the BOQ's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items. To learn more, see Payment application Management: Bulk Editing & Grouping Options for Billing.

Renamed Columns in the Admin & Collaborator Views for Subcontractor Payment applications (31/08/2022) 

In response to popular feedback received from Procore's Payment application Management clients, Procore has renamed the Bill of Quantities column headings in the Admin & Collaborator views of the modernised subcontractor payment application experience. Columns headings now match the fields in the subcontractor payment application PDF. This makes it easier for users to correlate the data they enter on screen and with the data appearing on the payment application PDF. Note: This update does not change the column names in the legacy subcontractor payment application experience. To learn more see this Feature Update

Updated the Proposed Amount & Total Proposed Amount Columns (29/08/2022)

Procore has updated the 'Proposed Amount' column for users creating subcontractor payment applications. On a new payment application, the 'Proposed Amount' column now calculates the sum of the values entered in the 'Work Progress' and 'New Materials' columns. Users can change the calculated value in the 'Proposed Amount' column when editing a subcontractor payment application. In addition, the value calculated for the 'Total Proposed Amount' column header now shows the sum of the values in the 'Proposed Amount' columns. See Create a Subcontractor Payment application on Behalf of a Payment Application ContactCreate a Subcontractor Payment application for the Release of Retention, and Submit a New Payment application as a Payment Application Contact.

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

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

Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications (23/03/2022)

On March 23, 2022, the redesigned subcontractor payment application beta experience was turned ON in all project's using the Commitments and Payment applications tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.

UPDATED THE BEHAVIOUR OF THE INVOICE# FIELD FOR SUBCONTRACTOR INVOICE(11/02/2022) 

When creating or editing a subcontractor payment application, users have the option to enter a value in the Payment application # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each payment application on a commitment. To learn more, see Create a Subcontractor Payment application on Behalf of a Payment Application Contact and Submit a New Payment application as a Payment Application Contact

View All Release Notes: Payment applications


Meetings (Project Level)

NEW GRANULAR PERMISSIONS FOR PROJECT LEVEL Meetings TOOL (15/11/2022) 

Procore has added new granular permissions for the Project level Meetings 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.

View All Release Notes: Meetings


Models (Project Level)

Co-ordination Issues Activity Tab Added to the Web Viewer (30/12/2022)

The model viewer in the Models tool on Procore's web application now includes an Activity tab in the Issues side panel. This allows you to view activity for co-ordination issues and send messages without needing to navigate away from the model viewer. See View Co-ordination Issues in the Model Viewer and Mention Users in a Co-ordination Issue Comment.

2D Views for Floors and Ceilings Now Available in the Procore iOS App (12/12/2022)

You can now create 2D views for floors and ceilings in the Procore iOS app. See Create 2D Views (iOS). This release also includes the ability to save a 2D view as a PDF file that you can share from your device.
Note: At this time, this feature is only available for Revit® objects. Support for other types will be added in a future release.

View All Properties for Objects in a Model (05/12/2022)

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

View and Edit Co-ordination Issue Details in the Web viewer (28/09/2022)

The model viewer in the Models tool on Procore's web application now includes a General tab for co-ordination issues in the side panel. This allows you to easily review and edit information for co-ordination issues without needing to navigate away from the model viewer. See View Co-ordination Issues in the Model Viewer and Edit a Co-ordination Issue in the Model Viewer.

Search Object Properties on the web viewer (15/02/2022)

A search bar has been added to the Properties window in the Models tool on the Procore web application. This allows you to search for specific object properties while viewing a model. See View a Model.

View All Release Notes: Models


Observations (Project Level)

No notable changes.

View All Release Notes: Observations


Photos (Project Level)

No notable changes.

View All Release Notes: Photos


Main Contract (Project Level)

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

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

Added a New Choose Delimiter Option for Bill of Quantities Imports (12/09/2022)

Procore added a new option in the 'Import Bill of Quantities from CSV' window that lets you choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;).  To learn more, see Import a Main Contract BOQ from a CSV File.

Completed the Update for Importing a Bill of Quantities from a CSV File (08/03/2022) 

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a main contract's 'Bill of Quantities' from a Comma Separated Values (CSV) file. The deployment was completed on March 8, 2022. Both the legacy experience and the modernised beta experience of the Main Contracts tools now have the new Bill of Quantities import experience. To learn more, see Import a Main Contract Bill of Quantities from a CSV File.

Updated the User Experience for Importing a Bill of Quantities from a CSV File (24/02/2022) 

On Thursday, February 24, 2022, Procore began deploying an updated user experience for importing a main contract's 'Bill of Quantities' from a Comma Separated Values (CSV) file. The new experience will be gradually deployed to Procore users over the next week and will be available to users in both the legacy and beta experience of the project's Main Contracts tool. To learn more, see Import a Main Contract Bill of Quantities from a CSV File.

View All Release Notes: Main Contract


Snag List (Project Level)

No notable changes.

View All Release Notes: Snag List


Reports (Project Level)

Excel File Type Option Added for Distributing Custom Project Reports Created with Enhanced Reporting (07/12/2022)

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

Updated Permissions for Custom Project Reports Created with Enhanced Reporting (01/12/2022)

Users with 'Read Only' level permissions or higher on the Project level Reports tool can now view custom reports that were created with Enhanced Reporting. Additionally, users with 'Standard' level permissions or higher on the Project level Reports tool can now create reports with Enhanced Reporting. Depending on the field group, report viewers and creators may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. See What additional user permissions are required to access reportable data with enhanced reporting?

Distribute and Programme Distributions for Custom Project Reports Created with Enhanced Reporting (03/10/2022)

Procore has added distribution functionality to Enhanced Reporting for Financials. This functionality allows users to distribute a snapshot of a custom project report, either as a one-time distribution or a programmed distribution. See Distribute a Snapshot of a Custom Project Report.

Global and Project Insurance Field Groups Added to Enhanced Reporting (09/06/2022)

Procore has added two new field groups to Enhanced Reporting for Financials: Company Global Insurance and Company Project Insurance. These columns allow users to add insurance information from the Company level Directory tool (global insurance) and from the Project level Directory tool (project insurance) to their custom project reports together with their financial data. See Create a Custom Project Report - Enhanced Reporting.

Enhanced Reporting for Financials (07/28/2022)

Procore has released various enhancements to the Project level Reports tool for reporting on Financial Management tools. Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface. See Create a Custom Project Report - Enhanced Reporting.

View All Release Notes: Reports


RFIs (Project Level)

No notable changes.

View All Release Notes: RFIs


Programme (Project Level)

modernised 'Schedule Task details' and 'Variation requested view' page (26/05/2022)

Procore has updated the Project level Programme tool with a modernised programme task view and variation requested view. See View a Programme Task.

Export gantt view to pdf (19/04/2022)

Users can now export the Gantt view to PDF. The PDF export will respect the zoom level, filters and column configurations. The PDF can be exported in the following formats: Letter, Tabloid, A3. See Export a Project Programme.

MODERNISED 'LIST' PAGE (15/04/2022)

Procore has updated the Project level Programme tool with a modernised 'List' page. The 'Schedule Variation Requests' banner will now show in yellow. Programme Tasks and Calendar Items will no longer be combined in the same table view. Filters now allow for typehead functionality. See View a Project Programme

View All Release Notes: Programme


Specifications (Project Level)

Processing for Spanish and French Specification books (28/06/2022)

Procore now properly recognises spec section breaks for spec books uploaded in Spanish and French. Users can select the language in the advanced options menu when uploading new specifications to a project. See Upload Specifications.

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Submittals (Project Level)

Submittals Tool Modernised Experience (05/12/2022)

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

View Submittal Attachments in Microsoft® Office 365® (15/04/2022)

Procore has added the ability to view submittal attachments in Microsoft® Office 365® (View-Only). See View Submittal Attachments.

'Undo' and 'Redo' Added to Submittal PDF Markup Tools (03/03/2022)

Procore has added 'Undo' and 'Redo' buttons and keyboard shortcuts to the markup tools for reviewing submittal PDF attachments. See Review Submittal PDF Attachments.

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Tasks (Project Level)

No notable changes.

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Timesheets (Project Level)

Copy Previous Timesheet from Any Day (01/08/2022)

Procore has updated Project level Timesheets, allowing you to copy a Timesheet from any previously submitted Timesheet that you have access to. A new display and filters when using the mobile experience provide context, makes it easy to find the Timesheet you're looking for. Lastly, when creating Timesheets for previous days, Timesheets are now created on the specific day that you navigated to. See Copy Previous TimesheetCopy Previous Timesheet (iOS), and Copy Previous Timesheet (Android).

Intuitive Time Entry and Project Defaults (31/05/2022)

Procore has updated Project level settings for Timesheets, allowing you to set your project's default Start Time, Stop Time and Lunch Time to reflect your working hours. Default values will be displayed when entering time in Timesheets and My Time. Additionally, when adding a new line in Timesheets and My Time, the new line's Start Time will account for time already entered. See Timesheets: Intuitive Time Entry and Project Defaults.

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Daywork Sheets (Project Level)

No notable changes.

View All Release Notes: Daywork Sheets


Transmittals (Project Level)

No notable changes.

View All Release Notes: Transmittals


Integrations

Project Financials + 
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Connector

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Connector


Project Financials + 
UndefinedNameError: reference to undefined name 'integrations_mri' (click for details)
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Connector

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Connector


 

Project Financials + 
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Connector

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Connector


Project Financials + Yardi Voyager® Connector

View All Release Notes: Project Financials + Yardi Voyager® Connector


Project Financials + 
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Connector

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Connector


Project Financials + 
UndefinedNameError: reference to undefined name 'integrations_xero' (click for details)
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Connector

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 Connector


Platform

Platform

Procore has added a new link option in various rich text fields within the Procore web application. Unlike plain text fields, rich text fields have various formatting options available for users to configure for their text, including text colour and font size. In the supported rich text fields, users can now change the text that displays for a link and the link's title (also known as its mouseover text).

Procore has added Drawing and Specification Section as options when adding related items on supported tools. This allows users to add a current drawing or specification section as a related item without needing to select a specific revision. See What are "related items" in Procore?

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Procore Search

Keyboard shortcut to initiate search (11/10/2022)

To activate the Procore Search bar and begin typing, you can now use the keyboard shortcut CMD+K (for Mac users) or CTRL+K (for PC users). See Search for Items Within a Project Using Procore Search.

Advanced Filters Available when searching for RFIs, Submittals or Specifications (24/08/2022)

When searching for either RFIs, Submittals or Specifications only and not in combination with any other tools, you can now choose additional filter criteria to better refine Procore Search results. See Search for Items Within a Project Using Procore Search.

Updates to the Search Bar and In-Tool Search Experience (16/05/2022)

The search bar for Procore Search is now wider and more centralised in the Procore navigation menu. In addition, searches initiated within tools now search within the selected tool by default. You can still add additional tools as filters to search across the project. See Search for Items Within a Project Using Procore Search

New Light Theme and Updated Filters (28/01/2022)

Procore Search has been updated with a new light coloured theme, as well as enhanced filtering. The new interface makes it easier to find what you need by displaying relevant information with each result. While there is no longer a persistent side panel, tool filters are still accessible to the left of the search results after clicking the Filters button. The updated search experience also includes a separate Support Centre tab that lists relevant support articles from en-gb.support.procore.com. See Search for Items Within a Project Using Procore Search

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