This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: February 14, 2020 / Feature Released: Coming Soon!
Default Project Stages
Procore will soon be releasing Default Project Stages on the Company level Admin tool. These default stages of construction will help you organize your new and existing projects and provide you with greater insight into your company's overall project status.
Note: You will still be able to create and assign custom project stages, but they must be mapped to a Default Project Stage. See Add a Custom Project Stage.
Default project stages will include the following:
- Pre-Construction: The contract has not been awarded yet.
- Course of Construction: The contract has been awarded and work has commenced on the project.
- Post-Construction: Work on the job site has been completed, but the project is still in close-out, warranty, or being finalized.
- Completed: The project is successfully finished.
- Not Awarded: No contract was awarded with respect to the project.
- Canceled: The project was canceled, either during pre-construction or the course of construction.
The following Default Project Stages will be excluded from your company's construction volume or project cap, if applicable:
- Not Awarded
These stages can also be hidden if they do not apply to your company.
For more information about project caps, see Why can't I create or activate Procore projects?
Default Project Stages will be accessible from the Company level Admin tool, in the Defaults subtab of the 'Project Settings'.
From the Defaults subtab, you can manage, create, and delete standard and customized Stages for your project lifecycle.
In the new Stages table, you will be able to re-order each stage by clicking and dragging the grip handle (⁞⁞).
The order in the Stages table will be reflected in all filters and drop-down menus across Procore.
The new Stages table will also support bulk re-assigning of projects from one stage to another.
Removal of the Bidding Stage Column
With the release of the new Default Project Stages, the 'Bidding Stage' column will be removed from the Stages table in the Company level Admin tool. Since late 2018, projects are no longer required to be in a Bidding Stage in order for bidders to access Preconstruction tools such as Bidding or Planroom. Your company's contract with Procore might allow an unlimited number of projects in a 'Bidding Stage' that are not counted towards your project cap. This feature is limited to projects in bidding, so projects that are in other stages and should not count towards the project cap (for example, projects that were not awarded) are currently included. In our efforts to expand Procore's functionality, Default Project Stages will replace the Bidding Stage to better support all stages of construction by allowing you to create an unlimited number of projects in a default stage of Pre-Construction, Not Awarded, or Canceled.
Will the Bidding stage selection be removed?
Yes, Bidding stages will be removed.
Do we need to do anything if we already have those Project Stages in use when the new defaults are rolled out?
Yes. In order to migrate to the new Project Stages, you will be asked to map your current stages to the new default stages in a migration workflow. This will be performed in the app. More information will be provided prior to release.
Do the new project stages change inactive projects that do not count towards construction volume?
No. Default Stages will only create a standardization of stages across Procore.
Will the pre-construction stage allow subcontractors access to the Planroom?
Yes. Subcontractors will still have access to your Planroom when invited to bid.
Will the "completed" stage allow the data within it to be available for historical tracking/trending?
For projects flagged as "active," yes. The Reports tool only supports active projects at this time. See Change a Project's Status to Active or Inactive.
Will the pre-construction stage allow subcontractors access to the Planroom and Prequalification Manager?
Yes. Subcontractors will still have access to your Planroom and Prequalification Manager when they are invited to bid.
If you would like to ask questions or share any feedback, please contact firstname.lastname@example.org.