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Procore

Changes by Tool

This page highlights recent notable changes to the Procore web application at: https://app.procore.com


Company Level

Admin (Company Level)

Settings for Connection Manager Tool (21/02/2024)

The Connection Manager is a new tool that will allow you to connect your project to another company's project in Procore. Initially, you can set your connection settings and distribution list. See Configure Project Connection SettingsConfigure Advanced Settings: Connection Manager, and What should I know about connecting projects in Procore?

UPDATED EXPERIENCE FOR CREATING AND MANAGING CUSTOM FIELDS (12/12/2023)

Procore has updated Custom Fields making them easier to find and manage. Load times for custom fields have improved and small changes have been added to make managing custom fields faster and more intuitive. Additionally, when using multi or single select field types, you can easily search and manage the available options. See Create New Custom Fields and Edit Custom Fields.

Update Your Settings to REceive Tender Invitations Through the Procore Construction Network (04/12/2023)

Paying Procore Accounts can now receive tender invitations through the Procore Construction Network. To update your company’s settings to receive tender invitations, see How can my company receive tender invitations through the Procore Construction Network?

Updated Estimating Settings (14/11/2023)

Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.

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 checkboxes 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 Daily Log 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 Daily Log 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 organize 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.


Bid Board (Company Level)


Cost Catalog (Company Level)


Directory (Company Level)

Save Companies from the Procore Construction Network to your Directory (14/05/2024)

When adding companies to your Company Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Company Directory.

Save Companies from the Procore Construction Network to your Directory (08/04/2024)

When adding companies to your Company Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Company Directory.

APPROVE OR DECLINE REQUESTS TO JOIN YOUR COMPANY (12/03/2024) 

When people create a Procore account, they can request to join their company if it already has an account in Procore. Company Admins for the company receive an email notification. They can log in to Procore and accept or decline the request. See Accept or Deny a User's Request to Join Your Company.

Manage Bid Contacts for a Connected Company (03/05/2024)

You can add bid contacts from your Directory to a connected company. See Set Bidder Information at the Company Level.

Retry or Cancel when Merging Companies (15/02/2024)

Users merging companies can now cancel the merge, or retry the merge if they get an error. See Merge Companies.

New 'Additional Insured' Field for Companies (14/02/2024)

When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Insurance to a Company Record in the Company Directory.

Refresh Tender Contacts for Connected Companies (04/12/2023)

You can now refresh bid contacts for connected companies in the Company Directory. This allows you to see the current bid contacts as set by the connected company. See Refresh Bid Contacts for Connected Companies in the Company Directory.

Inactivate Connected Users (18/10/2023)

You can now inactivate users and tender contacts from a connected company in your company's Directory. This also allows you to inactivate a connected company. See Inactivate a User in the Company Directory and Inactivate a Company in the Company Directory.

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (02/10/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.

Merge Connected Companies (19/07/2023)

It is now possible to merge connected companies that are added from the Procore Construction Network and companies created locally in your Company level Directory. See Merge Companies and How are duplicate companies handled between the Directory tool and Procore Construction Network?

Assignable Default Project Permissions Templates (11/07/2023)

Assignable default project permissions templates are now available in the Company level Directory. This allows users with granular permission to 'Create and Edit Users (Based on Assignable Permissions Templates)' in the Company level Directory to assign other users selected Default Project Permissions Templates when adding or editing users. Previously only Directory Admins could do this task. Read more in the Announcement and see tutorials to Add User Accounts to the Company Directory and Edit Default Project Permissions in the Company Directory.

Assignable Company Permissions Templates (13/06/2023)

Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other users an assignable Company level permission template and grant access to Company level tools. Read more in the Announcement and see tutorials to Assign a Company Permissions Template to a User in the Company Directory and Change a User's Permissions to Company Tools in the Company Directory.

New Views and Filters when Managing Projects for a User (23/05/2023)

When editing a user's projects, you can configure the projects table show specific fields, rearrange and pin columns, or apply a filter to only show the user's assigned projects. To learn how, see View User Details in the Company Directory, Add an Existing User to Projects, and Remove an Existing User from Projects.

Easily Manage Users Access to Projects (06/04/2023)

Directory Admins and users with granular permissions to Create and Edit Users can now easily edit which projects a user belongs to. Read the Announcement or Add an Existing User to Projects in Your Company's Procore Account to learn more.


Documents (Company Level)

No recent notable changes.


ERP Integrations (Company Level)

Direct Export for Commitments, Commitment Change Orders, and Subcontractor Invoices (21/07/2023)

Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.

Standard item numbering upon export for commitments, Change orders, and invoices  (10/04/2023)

Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.  

When a Procore project's subcontractor invoices are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor invoice then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.

For more information on a specific ERP integration see:


Inspections (Company Level)

No recent notable changes.


Permissions (Company Level)

change history now available for permission templates (03/18/2024) 

Procore has released the ability to view the change history of Project and Company level permission templates. This change history will show changes that occurred both before release of this feature, as well as future changes. To learn more, see View the Change History of a Permission Template.


Planroom (Company Level)

No recent notable changes.


Portfolio (Company Level)

No recent notable changes.


Prequalification Portal (Company Level)

No notable changes.


Prequalifications (Company Level)

No recent notable changes.


Programs (Company Level)

No notable changes at this time.


Reports (Company Level)

Enhanced Reporting for Workforce Management (10/04/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (13/03/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.


Schedule (Company Level)


Timecard (Company Level)

Updated Permissions for Company Level Timecard Tool (11/16/2020)

Users with 'Standard' level permissions on the Company level Timecard tool can now and delete their own timecard entries. To learn more, see Edit a Timecard Entry, and Delete a Timecard Entry. This is consistent with the required user permissions in Create a Timecard Entry. It also matches how users interact with time entries in other Procore tools (for example, My Time, Timesheets, and the Daily Log). 

API Support for 'Timesheet Hours' Column in Budget Views (10/4/2020)

For companies not using Procore's Field Productivity tools, you can now develop your own custom or third-party custom integration for inputting your timecard entries into Procore. Your custom integration can input your entries to Procore's Timecard tool using the API, which enables you to view timecard entries in the 'Timesheet Hours' column of a budget view. See Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?


Timesheets (Company Level)

Intuitive Start & Stop Times for Split Time Entry (07/11/2023)

When you split a time entry in the Company level Timesheets tool, an additional timecard entry is automatically created with the remaining hours of the original timecard. You can continue to add entries to match the work performed as long as the Total Time of the original timecard entry remains the same. See Reallocate Timecard Entry Hours for an Employee.

Employee ID Column and Filter (10/10/2023)

Procore has added an Employee ID column and filter to Company level Timesheets. You can choose to show or hide the column. With the Employee ID field, you can more easily select the correct employee if there are employees with the same name. Additionally, you can filter by 'Employee ID' and select 'None' to identify if there are employees that need an employee ID added to match your payroll solution. See Customize the Column Display in the Company Level Timesheets Tool.

Improved Export for QuickBooks® 2022 and After (28/04/2023)

Procore has updated the export files for QuickBooks® Desktop to improve the experience for customers importing their time entries into an upgraded version of QuickBooks® Desktop. Configure your Company Timesheets Payroll Settings based on your QuickBooks® Desktop version. After you Export Timecard Entries from Procore, you can seamlessly Import Procore Time Entries into QuickBooks® Desktop.

Default Cost Types for Timecards and New Defaults for ERP Synced Projects (20/03/2023)

Procore has updated the default cost type for time entries so that time entries more seamlessly connect with your projects' work breakdown structure so that they can display in your budget.

Additionally, Procore is introducing a new setting so that you can define what ERP synced cost types to apply to timecards on your ERP integrated projects so that they can seamlessly integrate with your ERP system. Learn more in this Announcement.


Workforce Planning (Company Level)

Read Receipts for Messages sent in Workforce Planning (03/06/2024)

Read receipts are available for messages sent to an individual in Workforce Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LaborChart mobile app. See View Read Receipts for Messages.

Faster Project Sync for Workforce Planning(30/05/2024)

For companies that have Workforce Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Workforce Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?

Faster People Sync for workforce Planning (28/05/2024)

When you make updates in the People List in the Workforce Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?

New Layout for Time Off List (06/05/2024)

The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action, and includes improved sorting and filtering. See the 'Time Off' section in Workforce Planning User Guide.

New Side-by-Side Layout on the Assignment Boards (30/04/2024)

You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.

Custom Fields on the Totals Page (04/04/2024)

You can now filter by custom fields on for people on the Totals Dashboard. This change gives you greater flexibility when viewing your assignments and requests on the Totals Dashboard. See Search and Filter the Totals Dashboard.

View Synced People and Projects (28/02/2024)

On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and View the Projects List.

Shift Project Dates for a Future Project (01/02/2024)

Workforce Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates for a Future Project.

Filter the Totals Dashboard by Job Title (30/11/2023)

The Job Title filter has been added to the totals page, allowing you to see totals by job title. See Search and Filter the Totals Dashboard.

View Time Off in the Totals Dashboard (28/11/2023)

You can now view Time Off in the Totals Dashboard in the 1-8 week views. See View the Totals Dashboard.

Project Role Dynamic Tokens for Default Assignment Alerts (09/26/2023)

Procore has added dynamic tokens for project roles in assignment alerts. Dynamic tokens are place holders that are filled with information from the project's details. When creating default assignment alerts, you can include information about the people with roles on the project including their name, role, email address and phone number. See Configure Default Assignment Alerts for Workforce Planning.

 Start and End Filters on Time Off List (09/12/2023)

Procore has added new start and end date filters to the Time Off List. See Search, Sort, and Filter the Time Off List.

Resource Bench Automatically Refreshes on Assignment Boards (09/06/2023)

When making an assignment Assignment Boards page, the resource bench now automatically refreshes when you click Save or Save and Alert. See Create a Workforce Assignment.

New Filters on the Time Off List (09/05/2023)

The Time Off List now only shows current or future time off for active users. You can use the new 'Past Time Off' filter to see time off that has already taken place, and the new Person Status filter to see time off for inactive users. See Search, Sort, and Filter the Time Off List.

If data syncing is enabled between Procore Core tools and Workforce Planning, there is now a link between the person's profile in Workforce Planning and the Company directory. When you click the link in Workforce Planning, you will be taken to the person's profile in the Company level Directory. See View People Details in Workforce Planning.

View Time Off In Line with Assignments on the Gantt View (29/08/2023)

When viewing projects on the Assignments Gantt, you can see time off in line with assignments. When a user has multiple assignments on the Gantt Project view, time off will display across all the user's assignments. PDF exports, both portrait and landscape, now show time off when exporting from the Gantt Project view. See View the Assignments Gantt and Export the Assignments Gantt.

Project-specific Assignment Board and Gantt Views (25/08/2023)

You can now navigate to a project-specific Assignment Board or Gantt view when viewing the project details. See View the Assignments Boards and View the Assignments Gantt.

Sort Assignments List by Any Column (21/08/2023)

You can now sort the Assignments List by any column. See Sort and Filter the Workforce Assignments List.

New Employee Information on Look Ahead Report (08/08/2023)

State/Province information is now available in the Look Ahead Report, helping you better understand the location of your employees. See Export the Availability Look Ahead Report.

New Information on Assignments Gantt (25/07/2023) 

When viewing the Assignments Gantt page, you can now see project information, such as daily start and end times, project tags, and wage override information. Additionally, you can configure your Gantt page settings to display job titles and filter for job title as well. See View the Assignments Gantt and Search and Filter the Assignments Gantt.


Project Level

Action Plans (Project Level)

New Templates for action plans (29/01/2024)

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Updates to Requested Record File Selector (16/01/2024)

When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings, and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.

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 checkboxes 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.

CONFIGURABLE FIELDSETS, CUSTOM FIELD TYPES, AND SECTIONS FOR ACTION PLANS (07/06/2023) 

Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organize Custom Fields into sections on Action Plans.  See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?

Bulk Edit Items within Action Plans (22/05/2023)

When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses, and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Observations as References and Records (08/05/2023)

Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as a Reference (01/05/2023)

Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.

Add Forms as References and Records (26/04/2023)

Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as Records (06/04/2023)

Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Progress Bar for Plan Items (06/04/2023)

Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.

Filter Action Plan Items (08/03/2023)

Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method, or record type. To learn how, see Search and Filter Action Plan Items.

Action Plan Items Now show in 'My Open Items' (17/02/2023)

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 (13/02/2023)

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 (13/02/2023)

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.

Copy Action Plan Sections and Items (01/02/2023)

Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.

ADD Submittals AS REFERENCES AND RECORDS (01/02/2023)

Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.


Admin (Project Level)

No recent notable changes.


Bidding (Project Level)

blind Tendering Controls (15/05/2024)

You can now assign a Blind Tendering Manager to a tender package with blind tendering enabled. The Blind Tendering Manager will have the option to show and hide submitted tenders inside of a tender package. They will also receive an email notification upon the creation of a tender package. Actions associated with blind tendering are also recorded in the change history of the tender package. These include: Blind tendering bcbng turned on or off, and blind tendering managers bcbng assigned, removed or replaced. See Show or Hide Blind Tenders on a Tender Package.

Import Sections on Tender Forms (22/03/2024)

You can now import sections when importing tender forms to Procore. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Tender Forms to the Tendering Tool.

Copy a tender Package (18/03/2024)

After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy, and if you want to copy both tenderers and line items to the new tender package. See Copy Tender Forms from a Previous Tender Package.

Note: This feature is only available for tender packages created after this date. 

Trade Filter (14/03/2024)

Two new filters are available for you to filter tender forms. You can now filter tender forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Tender Form.

Tender Form Sections (01/02/2024)

In projects using Tender Management Enhanced Experience, you can now add sections to tender forms. See Create a Tender Form

Sections provide greater flexibility and better organization for line items. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for tender packages created after this date. 

Search Tenderers on a Tender Package (16/01/2024)

For projects using Tender Management Enhanced Experience, a search bar has been added to the Tendering tab of tender packages so that you can quickly find specific tenderers on your tender list. You can search by company name or tender recipient name, and partial searches are supported. See Filter and Sort Tendering Information

Invite Paying Procore Customers to Tender Using the Procore Construction Network (04/12/2023)

In projects using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers from the Procore Construction Network to a Tender Form.

Flexible Response types for Tender Forms (09/10/2023)

Instead of being restricted to one accounting method for an entire bid package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on bid forms. See Create a Bid Form

As part of this release, new projects using Bid Management Enhanced Experience no longer have separate accounting method settings for bid packages. See How do I set the accounting method for bids?

General Items and CSV Import Features now available for ERP Integrated Accounts (13/09/2023)

Users in accounts that are ERP integrated can now add general items to bid forms and create bid forms from CSV imports. See Import Bid Forms to the Bidding ToolCreate a Bid Form, and Do I need to use cost codes on a bid form? 

Create Tender Forms from a csv import (03/08/2023)

You can now create multiple bid forms at once by filling out and uploading a CSV file template. See Import Bid Forms to the Bidding Tool. You can choose to download a template with cost codes, or a blank template without cost codes. 

Add General Items to a Tender Form (22/06/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Bid Form and Do I need to use cost codes on a bid form? This allows more flexibility for defining and controlling bid scope. 

Tender Management Enhanced Experience (27/03/2023)

Procore has officially released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. See About Bid Management Enhanced Experience. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network.


Budget (Project Level)

View Labor Productivity Tracking with Flexible Work Breakdown Structure (17/06/2024)

You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report  at the right level of granularity, for an enhanced real time labor productivity cost Budget View. See Add a Budget View for Real Time Labor Productivity.

New Configuration Setting for Automatic Change Event Creation (13/05/2024)

A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.


Change Events (Project Level)

No recent notable changes.


Change Orders (Project Level)

No recent notable changes.


Commitments (Project Level)

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (24/04/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Custom Fields now visible in commitments List view (05/01/2023) 

Users can now see custom fields in the commitments list view table. Users can now view, filter, and sort by custom fields in the list view. 


Coordination Issues (Project Level)

Coordination Issues Available In The Documents Plugin for Autodesk® (07/05/2024)

You can now view and manage coordination issues in Revit® when using the Documents Plugin for Autodesk®. Some of the actions you can perform include opening coordination issues in Revit®, making updates, adding comments, and clicking issues to see their locations within the model. See Getting Started Guide: Documents Plugin for Autodesk®

Import coordination issues from a bcf file (17/01/2024) 

Procore has added a new import feature to the Coordination Issues tool that allows you to create coordination issues directly from a BCF file. See Import Coordination Issues from a BCF File. If you use the Models tool on the project, you can choose to associate the issues with a specific model for easy reference. 


Correspondence (Project Level)

Linking Items is Now separate from Correspondence Fieldset (17/06/2024)

The Correspondence tool has a new way of linking an origin correspondence and origin RFI to a correspondence item. Instead of of adding them while creating an item, Procore's new Link button helps users select the correct origin items. The origin items then show up in the Links section of the correspondence item. This centralizes all linking and improves the user experience. See Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item

Creating and linking new correspondence, RFI, or change events to a correspondence item still works the same and can also be accessed via the new Link button.  See Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item.

'Closed' status prevents responses (03/05/2024)

Procore users can no longer add responses to correspondence items with a 'Closed' status or a custom status that is mapped to 'Closed'. This reduces the possibility of missed information. 

Correspondence Tool included in Procore starter packs (22/04/2024)

The Correspondence tool is now part of Procore's Starter packs for new and existing customers! Correspondence starter pack customers can create 10 correspondence types from our pre-built templates. See Create a New Correspondence Type, and reach out to your Procore point of contact to learn more. 

Visual Updates to Correspondence Item Pages (10/08/2023)

Procore users now see a modernized design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History, and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.

Orange Lock Icon Added to 'Super Private' Items in Correspondence List (24/01/2023)

Procore has added a new orange lock icon to items that were created using 'Super Private' correspondence types to the List and Archive tabs in the project's Correspondence tool.


Crews (Project Level)

No notable changes at this time.


Daily Log (Project Level)

New Granular Permission for Collaborators (17/10/2023)

Procore has added a new granular permission for the Daily Log tool that allows collaborators to see daily log entries made by other collaborators at their same company. Learn more by reading the announcement or see What granular permissions are available for the project's Daily Log tool?

 


Direct Costs (Project Level)

No recent notable changes.


Directory (Project Level)

Save Companies from the Procore Construction Network to your Directory (14/05/2024)

When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.

Save Companies from the Procore Construction Network to your Directory (08/04/2024)

When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.

SEarch the Company Directory When Adding a Company (27/03/2024)

When adding companies to your Project Directory, you can first search the Company Directory to find businesses your company is already working with. See Add a Company to the Project Directory.

New 'Additional Insured' Field for Companies (14/02/2024)

When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Project Insurance to a Company Record in the Project Directory.

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (02/10/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.


Documents (Project Level)

Automatic Processing of 3D Model Files for Procore BIM Customers (20/02/2024)

3D Model files in the Documents tool are now processed automatically in Procore accounts that have the BIM product. See View and Download 3D Models in the Documents Tool.

Support for 3d DWG Model Files (12/12/2023) 

Procore now supports the ability to upload, process, and view 3D DWG files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Support for IFC Model Files (10/04/2023) 

Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Export OBject Data From a Model (13/03/2023) 

Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.


Drawings (Project Level)

Generate and Print QR Codes for Drawings (20/05/2024)

You can generate QR codes for your project's drawings, and print them to post them at a job site. Users can scan the QR Code with the Procore Mobile app and view the drawing on their mobile device. See Generate and Print QR Codes for DrawingsScan a QR Code (Android), and Scan a QR Code (iOS).

More Precise Measurements on Drawing Markups (10/07/2023)

Measurement markups added to drawings will now show fractions of measurements within a precision of 1/32. See Add Measurements to a Drawing. These measurements can be viewed on all Procore applications (Web, iOS, and Android), and on drawings that have been downloaded as PDFs with markup. See Download Drawings.

Note: This change does not affect existing drawing measurement markups created before July 10, 2023.

Advanced Option for Detecting Revisions After Underscores in Drawing Numbers (08/05/2023)

Procore has updated an advanced option in the Upload Drawings modal to allow revisions to be pulled from drawing numbers with underscores (_). See Upload Drawing Revisions. The 'Contains Revision' checkbox has been changed to a 'Drawing No. Contains Revision' drop-down menu, where you can now select if drawing numbers contain revisions or not, and if the revisions are after the last decimal or the last underscore.

Note: As part of this update, the 'Drawing Revision' field under Advanced Options was renamed to 'Default Revision'.


Emails (Project Level)

No recent notable changes.


Estimating (Project Level)


Forms (Project Level)

No recent notable changes.


Home (Project Level)

No recent notable changes.


Incidents (Project Level)

Increased Custom Field Limit for the Incidents Tool (10/9/2020)

Procore has increased the custom field limit for each component of the Incidents tool from 10 to 15. This includes increased limits for Incident General Information, Injury Illness Records, Property Damage Records, Environmental Records, Near Miss Records, Witness Statements, and Actions. See Create New Custom Fields.

New Body Parts Diagram in 'Body Parts Affected' Menu (6/30/2020)

Procore has added a body parts diagram feature to the 'Body Parts Affected' section of the Injury/Illness Record in the Incidents tool. You can use the body parts diagram to select which part of the body is affected when recording an injury or illness incident. The body diagram distinguishes between upper and lower body parts, front and back and internal organs such as the heart and lungs. See Add an Injury/Illness Record to an Incident.

Create Custom Fields for Incidents Tool (5/29/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now create custom fields and add them to configurable fieldsets for the Incidents tool. See Create New Custom Fields.

New Options in 'Body Parts Affected' Menu (5/20/2020)

Procore has added new options in the 'Body Parts Affected' selection menu in Injury/Illness record in the project's Incidents tool. These new options include selections accounting for which side of the body is affected, including 'Right Hand', 'Left Leg,' and more. The options in the 'Body Parts Affected' selection menu are also now grouped and organized based on the location of the body parts affected. See Add an Injury/Illness Record to an Incident.

New Configurable Fieldsets for Incident Environmental Records (3/30/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's environmental records. See Which fields in the Incidents tool can be configured as required, optional or hidden?

New Configurable Fieldsets for Incident Records and Witness Statements (3/23/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's property damage records, near miss records, and witness statements. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

Record Witness Statements on Procore's iOS and Android Apps (3/2/2020)

Users can now take audio recordings of witnesses stating their first-hand accounts of incidents, using the Incidents tool Procore iOS and Android apps. Playback for the recordings can be accessed within an incident's witness statement section on either of the mobile apps and on the Procore web app. See Add a Witness Statement to an Incident (iOS) and Add a Witness Statement to an Incident (Android).

Configurable Alerts and Severity for Incident Injury/Illness Records (1/27/2020)

Procore has added two new tabs to the Incidents Tool Settings in the Company level Admin tool called 'Alerts' and 'Severity'. Users with Admin level permissions on the Company level Admin tool can configure a colour-coded scale for the severity of injury/illness records based on the records' filing types. Alerts in the form of email or push notifications sent to specified recipient groups can also be configured based on the injury/illness records' severity. See Configure Alerts and Severity for Incidents.


Inspections (Project Level)

inspections alphanumeric numbering (23/02/2024)

You can now add letters and special characters to inspection numbers when creating or editing an inspection. This will enhance your ability to efficiently find and identify inspections. See Create a Project Level Inspection for details. 

Inspections Template Improvements Value Release (16/11/2023)

Inspection templates have been updated with new features to improve consistency, efficiency, and clarity. See Inspections: Template Improvements for more information.

Email and Push Notifications (21/03/2023)

Email and push notification configurations for the Project level Inspections tool have been added to inform users of inspection progress in real time. Read the Announcement and the tutorial to Configure Advanced Settings: Project Level Inspections.


Instructions (Project Level)


Invoicing (Project Level)

Updated Export > PDF with Attachments Option for Subcontractor Invoices (24/05/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the invoice and attachments were ready. To learn more, see Export a Subcontractor Invoice.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)

When you create a new owner invoice, the row groups on the new invoice's Schedule of Values now mirror the user's most recent groupings from the previous invoice. This consistency makes data entry easier, especially when users create new invoices for progress payments. To learn how to create an invoice, see Create Owner Invoices

Customize OWNER INVOICE NUMBERING System ON MODERNIZED EXPERIENCE (20/05/2024)

For users on the modernized owner invoice experience, Procore has updated its invoice numbering system. Users can now create a customized numbering scheme that automatically increments to the next number in the sequence when creating future invoices. To learn more, see Can I customize the numbering system for financial objects in Procore?

Budget Changes on Owner Invoicing (13/05/2024)

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in owner invoices, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Prime Contract Change Orders. This feature is only available for clients that are opted into the Modernized Owner Invoice Experience, and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Owner Invoices.

improved navigation for schedule of values (19/04/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

Owner Invoices added to Workflows Open Beta (13/03/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETAINAGE IS RELEASED (24/04/2023)

Subcontractor invoices have a new warning banner that will appear when retainage is released. The banner will appear from the Schedule of Values (SOV) card once retainage amount is entered and released. See Set or Release Retainage on a Subcontractor Invoice.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.


Meetings (Project Level)

NEW FILTER OPTION FOR MEETING LIST VIEW (28/03/2024)

Procore's Meetings tool now allows you to filter the 'List' view of your meetings by the template field. See Search and Filter Meetings to learn more. 


Models (Project Level)

Point to Point Measurement for Models on the Procore iOS App (20/02/2024)

A new 'Point to Point' option has been added to the Measure tool for models on the Procore iOS app. See Measure Distances on a Model (iOS).

Note: This feature is available on the Procore iOS version 2024.0212 and later.

New ‘Isolate in Section Box’ Option in the Model Viewer (23/10/2023)

You can now isolate an object in a section box within the model viewer on Procore’s web application. See Use the Section Tool on a Model.  

Create Coordination Issues from a Model in the Web Viewer (17/07/2023)

You can now create an issue directly from the Issues side panel in the model viewer on Procore's web application without needing to navigate to the Coordination Issues tool. See Create a Coordination Issue in the Model Viewer. This allows you to quickly create issues in the context of the model. 

New Section Box Tool in the Web Viewer (17/07/2023)

A sectioning feature has been added to the model viewer in Procore's web application. See Use the Section Tool on a Model. The Section Box tool allows you to visualize and analyze the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). This helps to identify potential clashes or conflicts between different systems before construction begins.

Object Search Enhancements (17/07/2023)

You can now search for a specific object name to automatically apply it as a filter to see all results for the object in the model. See View a Model. All objects beneath the filtered object are automatically included, but you can choose to hide or show objects as necessary.

Edit the Status of a Coordination Issue in the side Panel (01/05/2023)

The Coordination Issues side panel in the model viewer on Procore's web application now allows you to edit the status of a coordination issue. See Edit a Coordination Issue in the Model Viewer


Observations (Project Level)

No recent notable changes.


Photos (Project Level)

No recent notable changes.


Prime Contracts (Project Level)

improved navigation for schedule of values (19/04/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

Owner Invoices added to Workflows Open Beta (13/03/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

Custom Fields now visible in Prime Contract List view (05/01/2023) 

Users can now see custom fields within the prime contract list view table. Users can now view, filter, and sort by custom fields in the list view.


Deficiency List (Project Level)

No recent notable changes.


Reports (Project Level)

Enhanced Reporting for Workforce Management (10/04/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

USERS WITH COMPANY ADMIN PERMISSION CAN EDIT AND DELETE ANY REPORT TO WHICH THEY HAVE BEEN GRANTED ACCESS OR HAVE THE URL (13/03/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.


RFIs (Project Level)

RFIs TOOL MODERNIZED CHANGE HISTORY (26/10/2023)  

Procore has released design and performance updates to the change history page for individual RFIs. Page navigation has been added to improve the navigation experience for RFIs with many changes.These updates provide users with a more consistent and optimized experience in Procore.

Modernized RFI Experience (22/05/2023)  

Procore has released several design and performance updates to the RFIs tool. These updates provide users with a more consistent and optimized experience when creating and viewing RFIs in Procore. Updates include changes to the RFI creation and edit screens, related items, and emails tabs. See RFIs: Modernized RFIs Experience.


Schedule (Project Level)

New lookahead schedule Options (08/01/2024)

Procore has updated the project level Schedule tool to now give you the option to create a follow-up lookahead that only pulls tasks from your schedule while ignoring the previous lookahead information. Previously, Procore pulled in tasks and changes from the previous lookahead as well. See Create a Lookahead Schedule.


Specifications (Project Level)

No recent notable changes.


Submittals (Project Level)

Submittals Workflow configuration option for 'enable reject workflows' (13/05/2024) 

Procore has released a submittals workflows configuration option called 'Enable Reject Workflows'. This feature detects when a workflow participant responds with a 'Rejected', 'Revise and Resubmit', or equivalent custom status, and then automatically sets the Ball in Court to the Submittal Manager for intervention. The Submittal Manager can then resume the workflow, set ball in court back to a previous step, or close and distribute (and optionally trigger a revision). When enabled, this feature impacts both active, in-progress workflows and workflows that have not yet started. See Enable Reject Workflows for details.

Submittals settings: Replace a single workflow user (15/04/2024)

Users now have the option to replace a single workflow user (Approver or Submitter). See Replace a Workflow User for details.

Calculate workflow step due dates from 'Submit by' date (15/04/2024)

When bulk applying a workflow, users now have the option to calculate the workflow step due dates from each submittals's 'Submit By' date. Previously, workflow step due dates could only be calculated from today's date.

Bulk Add and Remove Distribution List Members Across multiple Submittals (15/04/2024)

You can now add users to, or remove them from, distribution lists across multiple submittals at once using bulk actions.

Submittals Workflow Table Enhancements (11/12/2023) 

Procore has updated the Submittals workflow table with multiple enhancements to improve the user interface and functionality. Ellipsis buttons have been removed and the 'Edit Response' and 'Set Ball in Court' buttons are now located under the new 'Actions' column at the right side of the workflow table. Additionally, attachments located within a submittal workflow are now able to be opened as clickable links for quicker access and viewing. 

SUBMITTALS simplified close and distribute process (14/11/2023) 

Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where the distribution list is automatically added to the CC field, you can choose to create a revision upon distribution, and you can select which responses, comments, and attachments to include. See Distribute a Submittal.

SUBMITTALS TOOL MODERNIZED Change History (02/11/2023) 

Procore has released design and performance updates to the change history page for individual submittals. Page navigation has been added to improve the navigation experience for Submittals with many changes. These updates provide users with a more consistent and optimized experience in Procore. See View the Change History of a Submittal.


Tasks (Project Level)

No recent notable changes.


Timesheets (Project Level)

Timesheet Summary (14/05/2024)

When creating or editing a timesheet, users can now see a summary of the time entered for the timesheet, as well as daily and weekly hours for the employee across all projects. This gives teams on-site visibility into total hours logged for employees, mitigating downstream impacts during the review and approval process. See About Project Timesheets and Create a Timesheet.

Configurable Break Tracking (19/07/2023)

Procore has added new lunch break tracking options to Project level Timesheets, allowing more flexibility to align with internal processes, and meet local regulations. Configure your project’s lunch break settings to not track breaks, or to track total break time or start and stop times. Read the Announcement and tutorials to Create Timesheets on Web, iOS, and Android.


T&M Tickets (Project Level)

New Subcontractor Section in the Project T&M Tickets Tool (5/18/2021)

Procore has updated the Project level T&M Tickets tool with a new ‘Subcontractor’ section that can be turned ON or OFF in the Company level Admin tool. This new section provides your field teams with the ability to record any work performed on your behalf by your sub-tier subcontractors. It lets you attach any relevant backup documentation to your T&M ticket--ensuring that your clients can easily verify the work and you can seamlessly transfer this information to a change event. See Create a Change Event from a T&M Ticket. The only requirement is that the subcontractor you select must have a company record in the Project level Directory tool (see Add a Company to the Project Directory). 

Download a PDF Copy of a T&M Ticket from a Change Event 'Description' (4/22/2021)

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.

New Connected Change Management Workflows (3/15/2021)

Procore has updated the Bulk Actions menu in the project's T&M tickets tool to provide you with the ability to add T&M tickets to a new or existing change event. Line item entries to selected T&M tickets can now be added to a change event, streamlining how you generate change orders to get paid for work performed. See Create a Change Event from a T&M Ticket and Add a T&M Ticket to a Change Event.

Moved the 'Classifications' Tab to the Project Admin Tool (2/22/2021)  

For users who set up and assign classifications to employees and workers for use with the T&M Tickets tool, Procore has moved the settings in the 'Classifications' tab of the Timesheets tool to a new 'Classifications' tab in the Project level Admin tool. Users can now also configure which classifications are available for use with Procore's project timekeeping tools. To learn more, see Field Productivity: Enable Classifications on a Project.

T&M Tickets added to Procore Search (1/26/2021)

Procore has updated its Procore Search feature to include the T&M Tickets tool. For more information, see Which project tools support Procore Search? and What information is searchable using Procore Search?

New Signature Requests for T&M Tickets (12/7/2020)

Procore has updated the T&M Tickets tool so you can now request a customer signature. This gives your customer signee's more flexibility when verifying T&M Tickets and also removes the need to interact in person. When you create a T&M ticket, you can instantly send your customer signee a signature request by email. Signees also have the ability to draw their signature from their desk using either the Procore web application or from the convenience of the field using Procore for Mobile (Android & iOS). For details, see T&M Tickets: Signature Requests.

New Custom Fields for T&M Tickets (10/29/2020)

Procore has updated the Company level Admin tool to give you the ability to create custom fields for the T&M Tickets tool. Creating new custom fields is helpful when your company wants to track extra details related to the T&M tickets created in the field. See Admin: Create Custom Fields for the T&M Tickets Tool.

New Configurable Fieldsets for T&M Tickets (09/29/2020)  

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the T&M Tickets tool. See Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

Updated Signee Permissions in Procore Web Application for Mobile Users (09/23/2020)

Mobile users with 'Read Only' level permissions or higher on the T&M Tickets tool can now sign tickets using Procore for Android or Procore for iOS. Prior to this release, all users required 'Standard' permissions. In addition to the permissions change, users can only sign a ticket when they are the designated 'Signee' on that ticket. See Sign a T&M Ticket (Android) and Sign a T&M Ticket (iOS)

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Project Level Time & Materials (T&M) Tickets Tool (7/14/2020)

Released the new T&M Tickets tool. This tool provides users with the ability to document, track and enable visibility into out of scope work from any mobile device through the Procore Android or iOS apps. With this new tool, you can set automatic notifications from the Procore web app or distribute tickets from your mobile device to provide more visibility of T&M exposure to all parties. From the mobile app, users can create, edit, verify and sign T&M tickets quickly while on site. To learn more about this release, see T&M Tickets: New! Project Level Time & Materials Tickets Tool.


Transmittals (Project Level)

No recent notable changes.


Integrations

DocuSign


Procore Analytics


Procore Data Extract


Project Financials + Acumatica Cloud ERP Connector


Project Financials + MRI Platform X® Connector


Project Financials + Sage Intacct® Connector


Project Financials + Yardi Voyager® Connector


Project Financials + CMiC Connector


Project Financials + Xero™ Connector


Project Financials + NetSuite® Connector


QuickBooks® Desktop


QuickBooks® Online


Sage 100 Contractor®


Sage 300 CRE®


Integration by Procore: Viewpoint® Spectrum®


Integration by Ryvit: Viewpoint® Vista™


Platform

Platform

New password reset flow from my profile settings (12/03/2024)

Procore has changed the way you can reset your password from 'My Profile Settings'. All passwords must now be reset via email. If you log in to Procore using Single Sign-On (SSO), this change will not impact how you log in or manage your password within your Identity Provider system (e.g., Microsoft Azure).

New IMAGE Presentation in PDF exports (01/06/2023)

Due to changes by our third-party PDF vendor, only the first 300 images that are attached to a single Procore item will display with thumbnail images in an exported PDF. Any additional images display as hyperlinks in the PDF. 


Procore Search

No recent notable changes.