Release Notes for May 2025

Modernised Tax Codes Page in Company Admin Tool 

The user interface for the Tax Codes page has been modernised to provide a more seamless, user-friendly experience. There is no change to functionality. See Configure Tax Code Settings. 

Quickly Find Company Cost Codes and add them to Projects 

Procore has introduced the ability to search for and add company-level cost codes to projects in bulk. This allows users to copy multiple company-level cost codes to a project in a single action. To learn more, see Copy Company Cost Codes to a Project. ​​​

Project Changes Added to User Change Log 

In a user's change history, you can now see user actions relating to projects. New logs now include when a user was added to or removed from a project and whether the user's information was copied from the company's Directory. See View User Change History.

Project Template Enhancements for Documents Tool 

Project templates now carry over files in the Documents tool to projects created from those templates. These changes will impact projects created from project templates moving forward and do not impact existing projects already created using a template.

With this improvement, save time by not having to re-upload files that each project reuses. See What gets copied over to a new project from a project template? for details.

Project Template Enhancements for Financial Tools 

Beginning today and extending gradually to all companies over the coming week, users can benefit from project templates carrying over more settings and data from financial tools to projects created from those templates. These changes will impact projects created from project templates moving forward and do not impact existing projects already created using a template.

With this improvement, additional fields in the template's Commitments and Main Contracts tools, including financial markup configurations for Main Contracts, now carry over. See What gets copied over to a new project from a project template? for details.

New Document Field Groups for Enhanced Reporting 

Procore’s 360 Reporting tool has three new field groups for reporting on document and folder metadata to enhance understanding of document versioning, tags and watchers. The two new project-level field groups from the Documents tool are ‘Folder/Document’ and ‘Folder/Document Watcher.’ The new company-level field group is ‘Company Folder/Document’. Find all three in the Project Execution dataset. See 360 Reporting: Data Guide.

Enhanced Reporting for Preconstruction Estimating Data 

Procore released a new dataset in 360 Reporting called 'Preconstruction’ for reporting on project estimation data. The Estimating dataset includes budget item estimates, project estimates and more to assist with project planning and decision making. See 360 Reporting: Data Guide.

Compass Data available in Customised Views 

For users leveraging the Tendering + COMPASS Integration, data from COMPASS is now accessible as an additional set of columns when customizing your views within the Tendering tool. See Customise the Column Display in the Tendering Tool.

Enhanced drawings tool user interface 

Procore has modernised the Drawings tool by removing the old right-side panel and relocating its components to the main page, aligning with Helix design patterns. The Drawings tool now offers a more intuitive and less cluttered interface, enhancing user experience by providing more room for data in the list view. To learn more, see Upload Drawings, Download Drawings, Email Drawings, Bulk Edit, Drawing Revisions, Locations, and Drawing Reports.

NEW COPY/PASTE AND DUPLICATE FEATURES FOR MARKUPS IN DRAWINGS TOOL ON MOBILE 

The mobile application now offers enhanced Copy/Paste and Duplicate functionalities for markups on both iOS and Android. These improvements allow you to efficiently copy existing markups and paste them to other locations within the same drawing or across different drawings on your mobile device and enable duplication of selected markups. By refining these mobile markup functionalities, you can now manage and replicate markups efficiently, reducing repetitive tasks and improving workflow in the field.

Saved views for rfis now in open beta 

Procore has introduced the ability to save views within the RFI tool, allowing users with appropriate permissions to configure views at the user, project and company levels. Saved Views ensures that teams remain aligned and focused by providing customised views, reducing the time spent searching for data. To learn more, see Create, Edit or Delete Saved Views for RFIs. 

ORGANISE SPECIFICATIONS BY AREA FOR WEB AND MOBILE 

Admins can now organise project specifications by building or project phase by turning on the Specifications by Area feature. Separate specification areas make it easier to find the correct specification, especially when there are multiple specifications with the same title or number. Learn more about how Admins can add, edit, or delete specification areas after enabling the feature.

This feature update is available on Procore Mobile apps on iOS and Android.

New Granular Permissions for My Time

Administrators can now grant specific permissions to manually enter time, edit entries or use clock in/out in My Time. Permissions for My Time are set in the company's Timecards tool. See My Time User Permissions and What granular permissions are available for the Company level Timecard tool? 
Note: Users of the Procore iOS mobile app must be using version v2025.0505 or later for granular permissions to be enforced. Android users will have them enforced with any version.

Project Status Snapshots Open Beta 

Procore is pleased to announce the start of the Project Status Snapshots open beta program. To join the beta, see Manage Features with Procore Explore. To learn more about the feature, see Budget & Forecast Snapshots: User Guide and the Company level Project Status Snapshots tool. 

New 'Notes' Column for Line Items in Budget and Forecasting Views 

Teams can now add a Notes column to budget and forecast views. This gives your team essential context about specific line items to improve decision-making. Notes are visible within Procore in views, exports, reports and snapshots. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. For details, see About Budget Notes.

Beta Try Out a New 'Status' Filter for Main Contract Payment Applications in Procore's Budget Views 

Procore invites you to try out a new 'Status' filter that works with the 'Owner Payment application' source column on a budget view, letting budget view users filter budget line items by owner payment application status: Draft, Under Review, Revise & Resubmit and Approved. To participate in this beta program, contact your Procore point of contact. To learn more, see Set up a New Budget View.

Enabled Workflows Data for Budget Changes for Procore Custom Solutions 

For teams using custom forms created by Procore Custom Solutions, Procore introduced the capability to enable workflows data for budget changes, streamlining the budget management process by integrating workflow data directly into custom PDF reports. This enhancement improved the accuracy and efficiency of budget tracking and reporting, providing construction stakeholders with a comprehensive view of budget changes and their associated workflows. 

Enhanced file uploads with Broader Format Support

Procore introduced the capability to upload additional file types to to change events, aligning the supported file types with other Project level tools, such as Submittals. This improves document management efficiency. The supported file types include: .bmp, .csv, .eml .gif, .jpg, .pdf, .rar, .rtf .sta, .tif, .tiff, .txt, .wpd, .xer, .xps, .zef, .zip, application/*, audio/*, text/* and video/. To learn how to upload a file as an attachment, see Create Change Events or Edit Change Events.

Latest Cost Setting for Variation Requests in Change Events 

Procore introduced a new setting in the Change Events tool that allows Variation requests to follow the Latest Cost instead of the Latest Price, enhancing flexibility and accuracy in financial management. The new Latest Cost setting lets users maintain up-to-date financial records, improving decision-making and project outcomes. To learn more, see Configure Settings: Change Events.

Signature Required Column Now Available in Variations Tool 

Procore added a 'Signature Required' column to the Variations tool. When users link their DocuSign^© account to a Procore project, this column works just like it does in the Main Contracts tab, eliminating the need to search through the Change History tab on a commitment or main contract determine the variation's signature status. To learn how this column works, see When does the 'Signature Required' column in the Variations tool display the signer's name?

Auto-Pin Columns to Improve Horizontal Scrolling in Commitments Tool  

Procore's Commitments tool now automatically pins the Number, Contract and Title columns on the  Contract tab, similar to freezing columns in a spreadsheet.. It also pins the Item Number and Budget Code columns on the contract’s Bill of Quantities card. This keeps essential data visible while you view other details.

Added a Tax Code Column to CSV Imports for Amount-Based accounting

Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Commitments tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import Commitment BOQ Line Items from a CSV File.

Enhanced Custom Fields for Variations

Procore has updated the Commitments tool to display Custom Fields on Potential Variations (PVs). This enhancement allows users to better manage and customise their variation processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?

FILTER COMPANIES BY TYPE DURING IMPORT 

Procore now allows ERP-connected users to filter companies that are ready to be imported based on company type, including those without an associated company type. This feature enables users to easily identify and select the relevant companies to be imported into Procore. It is automatically enabled for company accounts connected to ERP integrations that support company types and requires no additional setup.

ENHANCED BUDGET EXPORT VALIDATION FOR ERP INTEGRATIONS 

Procore's ERP integrations now include a validation feature that ensures all project cost codes are assigned a cost type before exporting budgets to an ERP system. This enhancement streamlines budget workflows, ensures data integrity for accurate financial reporting and improves overall project financial management across ERP systems that support budget exports. This feature is automatically enabled in ERP-integrated company accounts and requires no additional setup.

Owner Payment applications Performance Improvements 

Procore has significantly enhanced the performance of creating and loading Main Contract Payment Applications, resulting in much faster speeds. The Main Contract Payment Applications feature now captures changes in the Change History more efficiently by summarizing line items, which is particularly beneficial for large payment applications.

Auto-Pin Column to Improve Horizontal Scrolling in Main Contracts Tool 

Procore's Main Contracts tool now automatically pins the Number column on the main contracts table, similar to freezing columns in a spreadsheet. This keeps essential data visible while you view other details.

Added a Tax Code Column to CSV Imports for Amount-Based Accounting 

Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Main Contracts tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import a Main Contract BOQ from a CSV File.

Enhanced Custom Fields for Variations

Procore has updated the Commitments and Main Contracts tools to display Custom Fields on Potential Variations (PVs). This enhancement allows users to better manage and customise their variation processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES 

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Procore Edge Connector for Acumatica® Detailed Data Mapping.

To enable this feature in your company accounts integrated with Acumatica®, reach out to your Procore point of contact.

EXPORT COMMITMENT VARIATIONS WITH PREDEFINED DIMENSION VALUES 

Procore has improved the process of exporting commitment variations (CV) to Sage Intacct®. Sage Intacct® users can now export CVs created for existing line items, along with the Department and Location dimension values from the original commitment. This improvement eliminates the need for manual data entry, streamlines budget analysis and enhances financial tracking. This feature is automatically enabled for company accounts integrated with Sage Intacct® and requires no additional setup. To learn more, see Things to know about the Sage Intacct® Connector.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES 

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Sage Intacct® Detailed Data Mapping.

To enable this feature in your company accounts integrated with Sage Intacct®, reach out to your Procore point of contact.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES 

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see CMiC Detailed Data Mapping.

To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Sage 100 Contractor® Detailed Data Mapping.

To enable this feature in your company accounts integrated with Sage 100 Contractor®, reach out to your Procore point of contact.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES 

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Sage 300 CRE® Detailed Data Mapping.

To enable this feature in your company accounts integrated with Sage 300 CRE®, reach out to your Procore point of contact.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Viewpoint® Spectrum® Detailed Data Mapping.

To enable this feature in your company accounts integrated with Viewpoint® Spectrum®, reach out to your Procore point of contact.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH £0 VALUES 

Procore now includes line items with £0 values in budget exports. Previously, users could not export budgets containing line items with £0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Integration by Ryvit Detailed Data Mapping.

To enable this feature in your company accounts integrated with Integration by Ryvit, reach out to your Procore point of contact.

'Other' Time Off Selection 

Procore restored the ability to select ‘Other’ as a reason when specifying time off in Resource Planning. This update enables customers to capture and report specific details for time off, enhancing the ability to manage and analyse important information. See Create Time Off in Resource Planning.