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Below are notable changes for the Procore web application for the week ending Friday, October 20, 2023.
Inactivate Connected Users
You can now inactivate users and tender contacts from a connected company in your company's Directory. This also allows you to inactivate a connected company. See Inactivate a User in the Company Directory and Inactivate a Company in the Company Directory.
Configurable Employee Field When Creating New Users
When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.
No notable changes.
New Granular Permission for Collaborators
Procore has added a new granular permission for the Site Diary tool that allows collaborators to see site diary entries made by other collaborators at their same company. Learn more by reading the announcement or see What granular permissions are available for the project's Site Diary tool?
assign buDget codes to commitment sov line items at any time before sending commitments to erp
Procore's ERP integrations now offer the ability to save commitment bill of quantities (BOQ) line items without assigned budget codes when building your commitment BOQ. Previously, the contract's BOQ could not be saved unless a budget code was assigned to each line item. Budget codes must still be assigned before sending the commitment to your ERP system. This feature offers increased flexibility in the creation of a commitment's BOQ.
No notable changes.
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