Below are notable changes to Procore for the week ending Friday, August 23, 2019.
Core Tools | Product Management | Construction Financials | Quality & Safety | Field Productivity | App Marketplace
Windows 10 Imports Functionality Deprecated
Effective August 23, 2019 the Procoree Imports functionality for Windows 10 app was deprecated. You can now perform imports using the standalone Imports app. To download and configure the imports app, see the Procore Imports Setup Guide.
Create Change Events from Instructions
Users can now create a change event from the Instructions tool. See Create a Change Event from an Instruction.
Configure Submittal Titles in the Submittals Builder
A new auto-titlee feature allows users to configure their title format using the Spec Section Number, Spec Section Description, and Type fields as well as customize any other alphanumeric or special characters. Users can then apply this formatting to all of the Submittals within the Spec Section they’re working within or across all Items in Submittal Builder. See Submittal Builder: Configure Submittal Titles.
Quality & Safety
Added a Date Closed and Closed By Fields
Users can now view the date an inspection was closed and the name of the person who closed it.
Added Meetings and Instructions as Origins
Updated the Change Events tool to add Meetings and Instructions as selections in the Origins drop-down menu. See Create a Change Event.
Export PCCO Markups to Sage 300 CRE Estimates
Procore has released an update that was developed for companies utilizing the automatic financial markup feature for Prime Contract Change Orders on Sage 300 CRE®-integrated Prime Contracts. The update allows individual markups to be selected as affecting the Contract Amount and the Estimate Amount when syncing Prime Contract Change Orders. This mapping ensures that when a Prime Contract Change Order (PCCO) is exported from Procore to Sage 300 CRE®, the estimate in Sage 300 CRE® is updated accordingly. Prior to this release, the export from Procore only updated revenue amounts. See ERP Integrations: Export PCCO Markups to Sage 300 CRE Estimates.
Create Change Events from Meetings
Users can now create a change event from the Meetings tool. See Create a Change Event from a Meeting.
Visit the Procore App Marketplace: https://marketplace.procore.com/