Release Notes for 2019-04-15

Core Tools

No notable changes.

Product Management

No notable changes.

Quality & Safety

Site Diary

New Delays Section in the Site Diary (8/4/2019)

Added a new section to the Site Diary tool for tracking delays on a project. See Create Delay Entries. Custom delay types can be added in the Site Diary's Configure Settings page.

Construction Financials

Change Events

Updated the Variation Default Amounts (11/4/2019)

Procore has changed where the Variation line item amount is pulled from when you create a variation line item from a change event line item. Now, the variation line item’s amount will only populate with the Request for Quote (RFQ) value if the RFQ has a status of “Closed” or “Pending Final Approval.” If the RFQ is not present or has a different status, the variation line item’s value will populate with the Rough Order of Magnitude (ROM). Learn more about RFQ statuses and their effect on variation default values at What Are the Different RFQ Statuses and How Do They Affect Latest Cost and Variation Amounts?.

ERP Integrations

Edit a Contract Payment Number Synced with QuickBooks (12/4/2019)

Updated the Payments Issued tab in the Payment applications tool to provide users with the ability to edit a contract payment's Payment # when the payment originated in Procore or when a QuickBooks® Desktop payment is synced with the ERP Integrations tool. If payments are not synced with QuickBooks® Desktop, all fields can be edited.

Procore + QuickBooks: Availability of Send to ERP Button Based on Subcontractor Payment Application Status (12/4/2019)

When all payment applications on a commitment have a status of Approved, Approved as Noted or Pending Owner Approval the Send to ERP button appears on the subcontractor payment application view page, as well as on the Subcontractor tab of the Project level Payment applications tool. When any payment application is sent to the Draft, Under Review or Revise and Resubmit status, the Send to ERP button is dimmed and includes a tooltip. At this time, only the Procore + QuickBooks® Desktop integration supports exporting subcontractor payment applications. See Send Subcontractor Payment applications to ERP Integrations for Accounting Acceptance.

Payment Applications

Payment Applications Tool Rollout Complete (13/4/2019)

The new Payment applications tool's rollout is complete. To learn more about this tool, see What is the Payment applications tool? and Payment applications: Access Payment applications from the Project Tools.

Procore + QuickBooks: Availability of Send to ERP Button Based on Subcontractor Payment Application Status (12/4/2019)

When all payment applications on a commitment have a status of Approved, Approved as Noted or Pending Owner Approval the Send to ERP button appears on the subcontractor payment application view page, as well as on the Subcontractor tab of the Project level Payment applications tool. When any payment application is sent to the Draft, Under Review or Revise and Resubmit status, the Send to ERP button is dimmed and includes a tooltip. At this time, only the Procore + QuickBooks® Desktop integration supports exporting subcontractor payment applications. See Send Subcontractor Payment applications to ERP Integrations for Accounting Acceptance.

Field Productivity

No notable changes.

App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/