Release Notes for 2022-04-18

SCHEDULE: MODERNISED 'LIST' PAGE

Procore has updated the Project level Programme tool with a modernised 'List' page. The 'Schedule Variation Requests' banner will now show in yellow. Programme Tasks and Calendar Items will no longer be combined in the same table view. Filters now allow for typehead functionality. See View a Project Programme. 

View Submittal Attachments in Microsoft® Office 365®

Procore has added the ability to view submittal attachments in Microsoft® Office 365® (View-Only). See View Submittal Attachments.

New 'Send SBOQ Notification' Button

If the 'Subcontractor BOQ' tab is enabled on the Project level Commitments tool (see Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool) payment application administrators can now click a 'Send SBOQ Notification' button. This sends an email message to the payment application contact to alert the user to complete line item breakdown in the Subcontractor Bill of Quantities. To learn more, see What is a Subcontractor Bill of Quantities? To use the new button, see Send a Subcontractor BOQ Notification. To respond to SBOQ notification, see Update the Subcontractor BOQ. 

Modernised Experience for the Commitments Tool

To provide you with a modernised interface and optimizations to improve your ability to create and manage contracts more efficiently, Procore is pleased to announce the general availability of a new experience in the Commitments tool. Users will be permitted to exit out of the modernised experience and return to the legacy experience until the end of Q3 2022. After the end Q3 2022, the legacy experience will be removed and users will be required to use the new experience. To learn more about this release, see Project Financials: Modernised Experience for the Commitments Tool.

Unlink Subcontractor Payment applications Synced with ERP

When a Procore project's subcontractor payment applications are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor payment application from Procore and then discover that the subcontractor payment application's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor payment application then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.

For more information on a specific ERP integration see:

• QuickBooks® Desktop: Unlink Subcontractor Payment applications Synced with ERP
• Sage 300 CRE®: Unlink Subcontractor Payment applications Synced with ERP
• Sage 100 Contractor®: Unlink Subcontractor Payment applications Synced with ERP
• Sage Intacct®: Unlink Subcontractor Payment applications Synced with ERP
• Yardi Voyager®: Unlink Subcontractor Payment applications Synced with ERP
• MRI Platform X®: Unlink Subcontractor Payment applications Synced with ERP
• Acumatica Cloud ERP: Unlink Subcontractor Payment applications Synced with ERP
• Integration by Ryvit: Unlink Subcontractor Payment applications Synced with ERP