Release Notes for 2023-12-04

Core Tools

No notable changes.

Preconstruction

Tender Board

View Cover and Appendix Pages for Tender Proposals

When looking at a tender proposal on the tender tab, you can preview the cover page or appendix page by clicking the open in new tab icon. See Generate a Tender Proposal.

Edit Cost Item Description In Line

Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.

ERP COST CODES AVAILABLE IN THE COST CATALOGUE

ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating and Tender Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.

Cost Catalogue

ERP Cost Codes Available in the Cost Catalogue

ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating and Tender Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.

Estimating

View Cover and Appendix Pages for Tender Proposals

When looking at a tender proposal on the tender tab, you can preview the cover page or appendix page by clicking the open in new tab icon. See Generate a Tender Proposal.

ERP COST CODES AVAILABLE IN THE COST CATALOGUE

ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating and Tender Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.

Project Management

No notable changes.

Financial Management

No notable changes.

Workforce Management

Workforce Planning

Filter the Totals Dashboard by Job Title

The Job Title filter has been added to the totals page, allowing you to see totals by job title. See Search and Filter the Totals Dashboard.

View Time Off in the Totals Dashboard

You can now view Time Off in the Totals Dashboard in the 1-8 week views. See View the Totals Dashboard.

App Marketplace

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