Release Notes for June 2024

Monthly Sandbox Opt-in

Companies can now choose whether to enable a Monthly Sandbox Environment. Previously, all company accounts were opted in to Monthly Sandbox access by default. Now, unless a Monthly Sandbox is already in use by your company, your company will be opted out by default. You can opt in to the Monthly Sandbox from the Company level Admin tool. See What is the Monthly Sandbox Environment? and Configure Your Company Settings. 

View Labour Productivity Tracking with Flexible Work Breakdown Structure

You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets and report  at the right level of granularity, for an enhanced real time labour productivity cost Budget View. See Field Productivity and Project Financials: Setup Guide.

PRICE PER SQ FT AMOUNTS ADDED TO Estimate SUMMARY

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

UPDATE EXISTING CHANGE EVENTS USING ESTIMATE VARIATIONS

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating variation. This feature will offer users greater flexibility in the change management process as estimating variations can now be used to create and update existing change events. See  Send a Variation to the Change Events Tool.

NOTES COLUMN ADDED TO ESTIMATE TABLE

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

PRICE PER SQ FT AMOUNTS ADDED TO ESTIMATE SUMMARY

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

Update Existing Change Events using Estimate Variations

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating variation. This feature will offer users greater flexibility in the change management process as estimating variations can now be used to create and update existing change events. See  Send a Variation to the Change Events Tool.

Notes column added to estimate table

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

enhancements to custom statuses in Correspondence

Procore users have two new custom status mapping options for correspondence items: ‘Closed - Unsuccessful’ and ‘Closed - Successful’. Both options close an item, but 'Closed - Successful' results in a green status and 'Closed - Unsuccessful' in red to show that the issue was not approved or completed. Two separate categories for closed items allows for more detailed reporting.

In addition, users utilising the Workflows tool can now associate a Correspondence custom status to a workflow step’s Item Status. For example, custom statuses mapped to ‘Closed - Successful’ will be available for successful End Steps and custom statuses mapped to ‘Closed - Unsuccessful’ will be available for unsuccessful End Steps.  This improves progress tracking by allowing more accuracy in associating statuses with workflow steps. 

custom statuses used in Correspondence items and workflows cannot be deleted

To preserve data integrity, custom statuses that are used in a correspondence item or a correspondence workflow cannot be deleted. See Manage Custom Statuses for Correspondence Types.

Linking Items is Now separate from Correspondence Fieldset

The Correspondence tool has a new way of linking an origin correspondence and origin RFI to a correspondence item. Instead of of adding them while creating an item, Procore's new Link button helps users select the correct origin items. The origin items then show up in the Links section of the correspondence item. This centralises all linking and improves the user experience. See Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item. 

Creating and linking new correspondence, RFI or change events to a correspondence item still works the same and can also be accessed via the new Link button.  See Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item.

Improved Time Inputs in the Procore Web Application

Procore has added the ability to input time entries on logs in precise hour and minute increments in the web application. Previously, input for time entries on diary items could only be entered in five (5) minute increments.  

Submittals settings: Number Submittals by Spec Section

Users now have the option to enable the setting that allows Submittal numbers to be automatically appended with their respective spec section number. Previously, this feature could only be enabled by contacting Procore. Once enabled and after submittals are created for a project, we do not recommend disabling the setting as it could result in duplicate submittal numbers. See Configure Settings: Submittals Tool for details.

View Labour Productivity Tracking with Flexible Work Breakdown Structure

You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets and report  at the right level of granularity, for an enhanced real time labour productivity cost Budget View. See Add a Budget View for Real Time Labour Productivity.

sync Main Contracts & Main contract variations!

Users can now import main contracts created in Sage Intacct® into Procore's Main Contracts tool. You can now also export Main Contract Variations (MCVs) created in Procore to Sage Intacct®. To learn more, see About Sage Intacct®.

Read Receipts for Messages sent in Workforce Planning

Read receipts are available for messages sent to an individual in Workforce Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LaborChart mobile app. See View Read Receipts for Messages.