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Procore Analytics: Q3 2020 Releases

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: September 24, 2020


 

Procore Analytics: Q3 2020 Releases

The following sections outline the updates included in the Q3 release for Procore Analytics.

All Reports

  • Upgraded to support the Power BI August 2020 update.

Owner Report - New!

The Procore Analytics Owner Report is designed to provide users with high-level insights into the health of projects in their Procore portfolio and to highlight key data points to support risk management for financial and schedule activities. It includes pages to identify key budget and scheduler influencers, identify root causes of over budget projects and schedules, perform budget benchmarking, and perform budget snapshot comparisons.

In order for the Procore Analytics Owner Report to function properly and to pull the appropriate project information into the report pages, a budget view titled 'Anticipated Cost Report' must be created with specific columns. See Set Up the Anticipated Cost Report Budget View for the Procore Analytics Owner Report.

procore-analytics-q3-ann-owner-status-report.png

This sample report page was created using mock data for demonstration purposes only.


Daily Logs Report

  • Manpower Report Page:
    • Custom Field Name available in filter options for Manpower Log items created in Procore's Daily Log tool.
    • Custom Field Value available in filter options for Manpower Log items created in Procore's Daily Log tool.

Project Management Report

  • Root Cause Analysis Report Page:
    • Report page created. This report leverages powerful AI capabilities to determine the root cause of why RFIs, Submittals, and Schedules are late.

procore-analytics-q3-ann-project-management-root-cause-analysis.png

This sample report page was created using mock data for demonstration purposes only.


Financials Budget Report

  • Root Cause Analysis Report Page:
    • Report page created. This report leverages powerful AI capabilities to determine the root cause of how and where projects are going over budget.

procore-analytics-q3-ann-financials-root-cause-analysis.png

This sample report page was created using mock data for demonstration purposes only.

  • Budget Benchmarking Report Page:
    • Report page created. This report enables users to perform historic cost analysis enabling them to better plan for future projects.

procore-analytics-q3-ann-financials-budget-benchmarking.png

This sample report page was created using mock data for demonstration purposes only.

  • Budget Snapshot Comparison Report Page:
    • Report page created. This report allows users to compare two different budget snapshots against each other and identify key changes.

procore-analytics-q3-ann-financials-budget-snapshot-comparison.png

This sample report page was created using mock data for demonstration purposes only.

  • All report pages:
    • Optimized budget and budget snapshots datasets. Any preexisting pinned budget visuals will need to be re-pinned.

Quality and Safety Report

  • Observation Insights Report Page:
    • Custom Field Name available in filter options for items created in Procore's Observations tool.
    • Custom Field Value available in filter options for items created in Procore's Observations tool.
  • Observations Report Page:
    • Custom Field Name available in filter options for items created in Procore's Observations tool.
    • Custom Field Value available in filter options for items created in Procore's Observations tool.

Database Changes with Procore Data Extract

See all database changes to Procore Data Extract in the 'Change Log' tab here.

New Table and Reportable Fields from Procore Tools Supporting Custom Fields
New Reportable Field from Procore's Daily Log Tool
  • Added: New reportable field in the DLManpower table based on user-defined custom fields for the Manpower Log in the project's Observations tool:
    • custom_fields
New Reportable Field from Procore's Observations Tool
  • Added: New reportable field in the Observation table based on user-defined custom fields for the project's Observations tool:
    • custom_fields
New SQL Views for Procore's Daily Log and Observations Tools
  • Added: New SQL view called vwDailyLogManpowerCustomField that reports on custom field data for the project's Observations tool in the following columns:
    • DailyLogManpowerID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id
  • Added: New SQL view called vwObservationCustomField that reports on custom field data for the project's Observations tool in the following columns:
    • ObservationID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

If you would like to ask questions or share any feedback, please contact analyticssupport@procore.com.