Below are notable changes to Procore for the week ending Friday, June 1, 2018.
Core | Product Management | Construction Financials | Quality & Safety | Field Productivity | App Marketplace
Added a New 'Manage Locations' Granular Permission (29/5/2018)
Added a new 'Manage Locations' granular permission to the permission templates feature in the Company Directory. This permission lets users with 'Read Only' and 'Standard' level permission modify the configuration settings in the Locations tab of the Project level Admin tool.
Updated the Company and Project level Directory tools to add a new verification feature for Australian Business Numbers (ABNs). To use the new field to verify an ABN, navigate to the desired Vendor/Company record in the Directory tool. Next, select ABN from the Entity Type list. Then enter an ABN value and click Verify ABN. If a match is found, the ABN Status is updated to 'Active' and the system shows the last verification time. See Directory: Verify Australian Business Numbers (ABNs) in the Directory Tool.
Removed the Trade Column from the User Import Template (29/5/2018)
Updated the Company and Project level Directory tool to remove the 'Trade' column from the User Import Template. See Update the User Import Template.
Added a Legend to PDFs with Stacked Bar Charts (2/6/2018)
Updated the PDFs from the Company and Project level Reports tool to add a legend to export files containing the stacked bar chart.
Added 'Action Required By' Column & Filter to Custom Snag List Reports (29/5/2018)
Updated the custom reports features in the Company and Project level Reports tools to add a 'Ball in Court' column and filter to Snag List reports.
Generate a Submittal from Spec Section without a PDF (30/5/2018)
Updated the new Submittal Builder in the Project level Specifications tool to give users the ability to generate a submittal when they select a specification section that does not have a PDF.
Updated Direct Cost Cell Details in Budget Tool (29/5/2018)
Updated Direct Costs cell details so it now supports ERP-synced job costs for the Budget tool. Previously, Direct Cost hyperlinks were shown on the Budget even when the Direct Costs tool was turned OFF. Now, hyperlinks will not show when the tool is turned OFF. This is in preparation for the ERP Integrations for Sage 300 CRE: Coming Soon! Cost Transactions Beta Program.
New Send to DocuSign Button in Billings Tab (1/6/2018)
Added a 'Send to DocuSign' button to the Billings tab of the Project level Commitments tool. Users can now select the checkboxes that correspond to the desired payment applications on this page and then click the button to send those payment applications in to DocuSign for electronic signatures.
Quality & Safety
Added Photo Thumbnails to Snag Items PDFs (31/5/2018)
Updated Snag Item PDFs so that instead of showing snag items as hyperlinks, the attachments display as photo thumbnails.
Summary of Change
Added pre-populated Tasks categories (Miscellaneous, Preconstruction, Closeout, Administrative, Design, Contract). Users will still be able to create their own categories. See Configure Advanced Settings: Tasks.
Added A "Recently Selected" Section To Timesheets Cost Code Picker (1/6/2018)
Added a "Recently Selected" section to the Timesheets tool cost code picker. Now, the 3 most recent cost codes that were selected will show at the top of the cost code list.
No notable changes this week.