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Procore Analytics: Q3 2021 Releases

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: September 30, 2021


 

Procore Analytics: Q3 2021 Releases

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

All Reports

  • Upgraded to support the Power BI September 2021 update.
  • Added 'Project Custom Field Name' and 'Project Custom Field Value' to filter pane to filter data by user-defined custom fields created for the Project fieldset.

Financials Report

  • All report pages:
    • Added 'Purchase Order Custom Field Name', 'Purchase Order Custom Field Value', 'Work Order Custom Field Name' and 'Work Order Custom Field Value' to filter pane to filter data by user-defined custom fields created for Procore's Commitments tool.
    • Added 'Main Contract Custom Field Name' and 'Main Contract Custom Field Value' to filter pane to filter data by user-defined custom fields created for Procore's Main Contracts tool.

Owner Report

  • All report pages: Added 'Project Custom Fields' as a data slicer to all reports to quickly filter data by user-defined custom fields created for the Project fieldset.

    procore-analytics-owner-status-report.png

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


Data Quality Report - New!

With its Project Admin Data Quality report page, the Data Quality report allows users to identify complete and incomplete data in different fields from their Procore projects' general information found in the Project level Admin tool. Users can reference this information to update the incomplete data in Procore to better prepare their projects for more accurate analysis with Procore Analytics reports.

procore-analytics-data-quality-project-admin-data-quality.png
This sample report was created using fictitious data for demonstration purposes only.


Database Changes with Procore Data Extract

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

New Reportable Fields from Procore's Inspections Tool

  • Added: New reportable fields in the Checklist table:
    • closed_by_id
    • closed_by_name
    • closed_by_login

New Reportable Fields from Procore's Admin Tool

  • Added: New reportable field in the Project table based on user-defined custom fields for the 'Project' fieldset:
    • custom_fields_v2
 Important

Project.custom_fields has been migrated to a new field. Any of your company's custom Procore Analytics reports using Project.custom_fields need to be updated. See the Project fieldset information in Update Custom Procore Analytics Reports Using Legacy Custom Fields.

New SQL View for Procore's Admin Tool

  • Added: New SQL view called vwProjectCustomField that reports on custom field data for the 'Project' fieldset:
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Reportable Fields from Procore's Timecard Tool

  • Added: New reportable fields in the TimeCardEntry table:
    • CompanyID
    • daily_log_header_id
    • line_item_type_id
    • signed
    • timecard_status
    • location_full_name
    • classification_id
    • classification_name
    • classification_abbreviation

New SQL Views for Procore's Commitments Tool

  • Added: New SQL view called vwWorkOrderContractCustomField that reports on subcontract custom field data for the project's Commitments tool in the following columns:
    • WorkOrderContract_ID
    • 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 vwPurchaseOrderContractCustomField that reports on purchase order custom field data for the project's Commitments tool in the following columns:
    • PurchaseOrderContractID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Reportable Fields from Procore's Commitments Tool

  • Added: New reportable field in the WorkOrderContract and PurchaseOrderContract tables based on user-defined custom fields for the project's Commitments tool:
    • custom_fields_v2
 Important
custom_fields has been migrated to a new field. Any of your company's custom Procore Analytics reports using custom_fields with data from Procore's Commitments tool need to be updated. See the Purchase Orders and Subcontracts fieldset information in Update Custom Procore Analytics Reports Using Legacy Custom Fields.

New SQL View for Procore's Main Contracts Tool

  • Added: New SQL view called vwPrimeContractCustomField that reports on custom field data for the project's Main Contracts tool in the following columns:
    • MainContract_ID
    • ProjectID
    • company_id
    • custom_field_key
    • custom_field_key_label
    • custom_field_id
    • custom_field_data_type
    • custom_field_value
    • custom_field_option_id

New Reportable Field from Procore's Main Contracts Tool

  • Added: New reportable field in the MainContract table based on user-defined custom fields for the project's Main Contracts tool:
    • custom_fields_v2
 Important
custom_fields has been migrated to a new field. Any of your company's custom Procore Analytics reports using custom_fields with data from Procore's Main Contracts tool need to be updated. See the Main Contracts fieldset information in Update Custom Procore Analytics Reports Using Legacy Custom Fields.

Coming Soon  New SQL Views for Procore's Admin Tool

  • To Be Added: New SQL view called WbsCode that reports on WBS data in the following columns:
    •  id
    • wbs_code
    • description
    • segment_items
    • created_at
    • updated_at
    • CompanyID
    • ProjectID
    • DateUpdated
  • To Be Added: New SQL view called WbsSegment that reports on WBS data in the following columns:
    • id
    • segment_type
    • name
    • structure
    • created_at
    • updated_at
    • CompanyID
    • DateUpdated
  • To Be Added: New SQL view called WbsSegmentItem that reports on WBS data in the following columns:
    • id 
    • segment_type
    • segment_id
    • code
    • name
    • parent_id
    • status
    • extra_attrs
    • created_at
    • updated_at
    • CompanyID
    • ProjectID
    • DateUpdated

 

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