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Procore

Release Notes for 2021-05-31

iOS | Android | API | Imports | Drive | Sync


Below are notable changes for the Procore web application for the week ending Friday, May 28, 2021.

Core Tools

No notable changes.


Preconstruction

No notable changes.


Project Management

Action Plans

Action Plans Notification: Assigned Item Due Today

Users can now send notifications from the Action Plans tool to assignees who have an item due. See Action Plans Notifications.

Models

Show or Hide Objects on a Model in the Web Viewer

Similar to the functionality of the mobile viewer for the Models tool, Procore has added an 'Objects' feature to the web viewer. This feature allows you to view a file tree of objects from the model file so that you can show or hide specific elements while viewing the model. See View a Model.


Financial Management

Commitments

Added a 'Budget Code' Column to the Subcontractor BOQ Tab of a Commitment

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor BOQ' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor BOQ to a Commitment and Update a Subcontractor BOQ as a Payment Application Contact. To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialogue boxes. To learn about the dialogue box changes, see Add Financial Markup to Commitment Variations (CVs).  To learn about budget codes, see What is a budget code?

ERP Integrations

Edit Main Contract BOQ with Sage 300 CRE®

Companies integrated with Sage 300 CRE® now have the ability to edit BOQ items  after a main contract is imported from Sage 300 CRE®. Once the main contract is imported into Procore, accounting approvers now have the ability to add and edit budget codes and descriptions allowing companies to fully utilise the features of Procore Financials tools. These updates can be made from the Main Contracts tool under the  Bill of Quantities tab.

Payment Applications

Added a 'Budget Code' Column to the Subcontractor BOQ Tab of a Commitment

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor BOQ' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Create a Subcontractor BOQ and Add a Subcontractor BOQ to a Commitment as a Payment Application Contact. To learn how to enable the 'Subcontractor BOQ' tab on a purchase order or subcontract, see Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool. To learn about budget codes, see What is a budget code?

Main Contracts

Added 'Budget Code' to Financial Markup

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialogue boxes. To learn about the dialogue box changes, see Add Financial Markup to Main Contract Variations (MCVs).  To learn about budget codes, see What is a budget code?


Resource Management

No notable changes.


App Marketplace

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