Below are the notable changes to the Company level Admin tool.
Make Bulk Edits to Items in Action Plan Templates (28/08/2023)
When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the tickboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.
New Setting for Disabling Overdue Item Email Notifications During Weekends (06/04/2023)
In order to help reduce email interruptions during non-working days, Procore has added a new setting that allows Company Admins to prevent overdue email notifications from being sent to users during the weekend. See Can I prevent emails from being sent on the weekend? and Configure Your Company Settings.
Create Custom Fields for Site Diary equipment Log (06/03/2023)
Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Site Diary tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields.
Custom Field Types and Sections for Inspections (08/02/2023)
When creating new Custom Fields for Inspections, you can use new field types such as Project Users, Company, Location and Date and Time. Additionally, Procore has added the ability to organise Custom Fields on Inspections. Users can create Sections in their Configurable Fieldsets and add Custom Fields to those sections. Custom Fields show within the designated section on the Inspections for projects using that Fieldset. See Create New Custom Fields and What are custom sections and which Procore tools support them?
Orange Lock Icon Added to 'Super Private' Correspondence Types (24/01/2023)
Procore has added a new orange lock icon to 'Super Private' correspondence types in the list of correspondence types in the Company level Admin tool.
Correspondence Type Email Settings Moved to the Correspondence Tool (12/22/2022)
Procore has removed the 'Enable Closed Emails' setting for correspondence types from the Company level Admin tool and added email notification configurations to the project's Correspondence tool. See Configure Advanced Settings: Correspondence and Who receives correspondence item emails and push notifications?
'Date / Time' Custom Field Type Now Available for the Correspondence Tool (21/12/2022)
Users can now select 'Date / Time' as a field type when creating custom fields for the project's Correspondence tool. See Create New Custom Fields.
Unique Entity IDs now supported in Company Level Admin Tool SSO configuration (12/07/2022)
Users can now set up unique SSO configurations across multiple Procore company instances while using a single Identity Provider (IdP) tenant, by leveraging Unique Entity IDs. See Support for Unique Entity IDs in Single Sign-On.
Manage Custom Statuses for Correspondence Types in Company Level Admin Tool (24/08/2022)
Procore has added the ability to create and delete custom statuses for correspondence types in the Company level Admin tool. See Manage Custom Statuses for Correspondence Types.
New Custom Fields & Configurable Fieldsets for Subcontractor Payment applications (14/07/2022)
Procore has added the ability to create custom fields in the Company level Admin tool for the Project level Payment applications tool. The new custom fields function like other custom fields in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Payment applications.
Create Configurable Fieldsets, Custom Fields and Custom Sections for Change Events (11/07/2022)
Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Change Events tool to designate which fields are required, optional or hidden within projects. See Create New Configurable Fieldsets and Which fields in the Change Events tool can be configured as required, optional or hidden? Procore has also added the ability to create custom fields in the Company level Admin tool for the project's Change Events tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition, Procore has added the ability to create custom sections for the project's Change Events tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a change event's 'General Information' section. See Create Custom Sections.
Phased Release of Work Breakdown Structure Complete (01/04/2022)
Procore is pleased to announce that the phased rollout of Work Breakdown Structure that started on March 3, 2022 is now complete. Work Breakdown Structure (WBS) is a robust, flexible method for organizing and reporting on financial information. It includes the new WBS user experience for cost codes, cost types and sub jobs in the Company and Project level Admin tools. You can now import cost codes, cost types and sub jobs as segment items to the Company or Project level Admin tool using the Procore Imports app. To learn about the release, see Introducing Work Breakdown Structure.
Introducing Work Breakdown Structure (03/03/2022)
Starting March 3, 2022 through approximately the end of the month, Procore is deploying a gradual, phased release of Work Breakdown Structure (WBS). WBS is a robust, flexible method for organizing and reporting on financial information. The update includes the new WBS user experience in the Company and Project level Admin tools and it will be deployed to all Procore customers. To learn more, see Introducing Work Breakdown Structure. Additional documentation is available on the Work Breakdown Structure landing page.
Updated Design for Creating Correspondence Types and Adding Template Correspondence Types (25/02/2022)
Procore has made design improvements to the steps for creating a correspondence type and adding template correspondence types. These two options are now accessible from the same button in the Correspondence settings of the Company level Admin tool. See Create a New Correspondence Type and Add a Template Correspondence Type. Additionally, when you create a new correspondence type, the system will suggest similarly named template correspondence types based on the text you enter for the correspondence type's name.
New Custom Field Types Added For the Project's Site Diary Tool (24/02/2022)
The following field types are now available to use for custom fields in the Manpower Diary, Notes Diary and Visitor Log: Rich Text, Tool User (Single Select), Project Directory User - (Single Select), and Project Directory User - (Multi-Select). See Create New Custom Fields.
Increased Character Limit for Correspondence Type Prefixes (11/01/2022)
New Option to Turn 'Correspondence Item Closed' Email Notifications On or Off (11/01/2022)
Procore has added a tickbox on correspondence types in the Company level Admin tool to allow users to decide whether email notifications are sent out when correspondence items created from one or more correspondence types are closed. See Create a New Correspondence Type and Edit a Correspondence Type.