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Below are notable changes for the Procore web application for the week ending Friday, February 17, 2023.
No notable changes.
'taxable' field NOW available for cost catalog items
A 'Taxable' field is now available when adding or editing a cost catalog item in the Cost Catalog tool. See Add Items to the Cost Catalog. Previously, the material tax was applied by default and could only be changed in the Estimating tool. The 'Taxable' field has also been extended to XLS files for bulk updates to cost catalog items. See Import Cost Catalog Items.
Action Plan Items Now show in 'My Open Items'
Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.
Item Level Status
Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.
Add Records Not Originally Requested
Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.
NEW! PROJECT FINANCIALS + QuickBooks® Online CONNECTOR
With Procore + QuickBooks® Online, you can align project management and accounting using Procore’s seamless integration with QuickBooks® Online. Synchronize cost data for all of your projects in one location, standardize your accounting processes, and take your business to the next level.
To learn more about the integration, see About the QuickBooks® Online Connector or visit the QuickBooks® Online page on Procore's App Marketplace.
No notable changes.
Visit the Procore App Marketplace: https://marketplace.procore.com/