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Procore (en-GB)

Release Notes

Below are the notable changes to the project's Budget tool.

Recent Changes

New 'Budget Changes' Feature for Change Management- Phased Release Complete (17/10/2022)

On Monday, October 17, 2022, Procore completed the phased release of the migration process to support Procore's new Budget Changes feature. The new Budget Changes feature is designed to replace the existing budget modifications function in the Budget tool. To support our customers in their long-range planning processes, Procore is providing users with ample notice of the need to your migrate budget modifications data to the new budget changes format before October 2023. To learn more about this feature, see Budget: New 'Budget Changes' Feature for Change Management in Project Financials. Please be sure to also read the Important information documented in Common Questions.  

New 'Budget Changes' Feature for Change Management - Phased Release Begins (03/10/2022)

On Monday, October 3, 2022, Procore started a gradual, phased release of the migration process to support Procore's new Budget Changes feature. It is expected that the ability to migrate to the new budget changes feature will be available to Procore customers by mid-October 2022. The new Budget Changes feature is designed to replace the existing budget modifications function in the Budget tool. To support our customers in their long-range planning processes, Procore is providing users with ample notice of the need to your migrate budget modifications data to the new budget changes format before October 2023. To learn more about this feature, see Budget: New 'Budget Changes' Feature for Change Management in Project Financials. Please be sure to also read the Important information documented in Common Questions.  

UPDATED 'MANAGE WBS CODES' GRANULAR PERMISSION FOR WORK BREAKDOWN STRUCTURE (17/08/2022)

Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project

UPDATED GRANULAR PERMISSIONS FOR WORK BREAKDOWN STRUCTURE (03/06/2022)  

Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.

'Division' Option in Group & Filter Menu Renamed 'Cost Code Tier 1' (04/04/2022)

Before Procore's Work Breakdown Structure release (see Introducing Work Breakdown Structure), there was a 'Division' option in the Filter menu of the Project level Budget tool. In Procore's WBS, the 'Cost Code' tier is a tiered segment, so this legacy 'Division' option has been renamed to 'Cost Code Tier 1'. To learn more about this update, see Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?