Below are notable changes to Procore for the week ending Friday, August 24, 2018.
Core | Product Management | Construction Financials | Quality & Safety | Field Productivity | App Marketplace
Added Alert to Notify Users of Vendor Creation from Edit Contact Page (21/8/2018)
Updated the Project level Directory tool to add a new alert message that notifies the user that new vendor will be created when an end user attempts to add a vendor using the controls in the Edit Contact page.
New Project Flag Filter Option (23/8/2018)
Added a 'Project Flag' option to the Add Filter menu in the Portfolio tool.
Adding Loading Message to Report and Dashboard Pages (24/8/2018)
Updated the Company and Project level Reports tool to add a loading message on the Report and Dashboard list pages.
New Workflow Columns for the Custom Main Contract Report (24/8/2018)
Update the custom reports feature for the Reports tool to add the following workflow columns for reports including Main Contract data: Workflow State, Action required by and Action required by Duration.
Added Project Level Outbound Email Report (21/8/2018)
Added the Outbound Email Report to the Project level Reports tool. This was previously only available in the Company level Reports tool.
Added Alert Banner to Tender Package Creation (22/8/2018)
Added an alert banner to the Create Tender Package process to notify users when a project is not in the tendering phase.
Added Link to Support Site Documentation to Tendering Instructions (24/8/2018)
Added a link to the Project level Tendering tool's support site documentation in the Tendering Instructions that appear when you create a new tender package.
Updated 'Download Tender Documents' Links (20/8/2018)
Updated all of the 'Download Tendering Documents' links so they are now labelled consistently as 'Download Tender Documents.'
Sort Drawing Revisions by Date (21/8/2018)
Drawing revisions can now be sorted by Drawing Date. They can also be sorted using a drag-and-drop operation during review stage and while viewing a drawing.
Revert to Agenda Mode (23/8/2018)
Now users can switch a meeting back to Agenda Mode rather than having to create a new meeting.
Disabled Tender Docs Button (22/8/2018)
Disabled the Tender Docs button in the Project level Planroom tool if there are no tender documents attached to the tender package.
Updated Planroom View for Subcontractor's Invited to Tender (24/8/2018)
Updated the subcontractor's view of the Planroom so tender that subcontractors are invited to will not appear in their Planroom until the tender invite has been sent to them.
Added Overdue Filter Option (23/8/2018)
Added an 'Overdue' option to the Add Filter menu in the Project level RFIs tool.
Added Create RFI Button to View RFI Page (20/8/2018)
Added a Create RFI button to the sidebar of View RFI page. Now, when a user wants to create a RFI, they can do so directly from the View RFI page. This eliminates the need to navigate back to one of the tabs on the RFIs page.
Added a Created By Filter Option (22/8/2018)
Updated the Project level Submittals tool to add the 'Created by' filter to the Items, Packages, Spec Sections, Action required by and Recycle Bin views. See Search for and Filter Submittals.
Added Replace Workflow Users Tab (21/8/2018)
Users with 'Admin' level permission on the Project level Submittals tool can now view the Replace Workflow Users tab under Submittals Settings. However, 'Admins' must still contact Procore Support in order to replace a user on a workflow.
Added 'Download Template' Button (21/8/2018)
Updated the Submittal Imports page under Configure Settings to add a Download Template button. This gives users with 'Admin' level permission with the ability to download a Comma Separated Values (CSV) version of the submittals import template. See Download the Submittals Import Template (CSV).
Added Create Submittal Button to the View Submittal Page (20/8/2018)
Added a Create Submittal to the sidebar on the View Submittal page. Now, when a user wants to create a submittal, they can do so directly from the View Submittal page. This eliminates the need to navigate back to one of the tabs on the Submittals page.
Import Multi-Level Cost Codes to Procore (24/8/2018)
Users with 'Admin' level permission on the Project level Budget tool can now import multi-level cost codes. To learn more, see Import Cost Codes to Procore.
Added Link to Import Direct Costs Tutorial (21/8/2018)
Updated the Direct Cost tool's sidebar to add a hyperlink to the Import Direct Costs tutorial on the Procore Support Site.
Updated Budget Synced Message (21/8/2018)
When a budget from an integrated ERP system is synced with the Company level ERP Integrations tool, the following notification message appears in Procore: "Budget is Synced with <integration name>, last job cost update detected <time>". To eliminate confusion for users who do not have synced budgets, this message no longer appears on unsynced projects.
Added Reject Button for Projects (20/8/2018)
When a user sends a Procore project to the Company level ERP Integrations tool, the controls in the Ready to Update page now provide users with both an Accept and Reject button.
Updated Export Button Labels (20/8/2018)
Updated the label on the Export buttons so they now show the name of the integrated ERP system. For example, "Export to Sage 300 CRE®.
Added Vendor Type Column to Ready to Export (20/8/2018)
Added a Vendor Type column on the 'Ready to Export' page in the Company level ERP Integrations tool.
Added Delete Confirmation Message for Main Contract (24/8/2018)
Added a delete confirmation alert message to warn users that a deleted main contract cannot be retrieved.
Added Note About Pre-Filling Amounts from CVs/MCVs (22/8/2018)
Updated the "Do you want to pre-fill the Main Contract Payment Application?" dialogue box to add a note that informs users it will pre-fill the amounts from approved Commitment Variations (CVs) into Main Contract Variations (MCVs)
Quality & Safety
Added Select Component To Manpower Diary (24/8/2018)
Updated the Project level Site Diary tool to provide users with the ability to select a Company or Contact in the Manpower Log.
Move Search to Top of Page (22/8/2018)
Moved the Search field to the top of the Site Diary page.
Updated Labels on the Configure Settings Page (21/8/2018)
Updated the Site Diary tool's Configure Setting page to remove the word 'log' from the labels on the different logs.
Improved Organisation of Settings on Site Diary (20/8/2018)
Updated the Site Diary tool's Configure Settings page to reorganise the corresponding settings to their respective logs.
Improved Error Messaging for Inspection Numbers (24/8/2018)
Added a more descriptive error message when the inspection number is not within range or positive.
New Overdue Filter Option (22/8/2018)
Added the ability to view, filter or group Observations in a report by overdue status. Overdue is defined as an Observation with no 'closed at date' and with a 'due date' that is in the past.
Added Overdue Filter Option (23/8/2018)
Added an 'Overdue' option to the Add Filter menu in the Project level Snag List tool. Overdue is defined as a Snag Item with no 'closed at date' and with a 'due date' that is in the past.
No notable changes.
No notable changes.