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Procore

Release Notes for 2024-02-26

See Procore's Release Notes for:

iOS | Android | API | Imports | Extracts | Drive | VDC Plugin | Documents Plugin | Data Extract


Below are notable changes for the Procore web application for the week ending Friday, February 23, 2024.

Core Tools

Documents

Automatic Processing of 3D Model Files for Procore BIM Customers

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.


Preconstruction

Tender Board

Subparts Displayed when Exporting an Estimate to Excel

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is $0. If an assembly price is overridden, the assembly price is shown, but the subparts show as $0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

Estimating

Preview a Purchase Order before Creating

When creating a purchase order from an estimate, you can now see a preview before the purchase order is created. See Create a Purchase Order from an Estimate.

Subparts Displayed when Exporting an Estimate to Excel

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is $0. If an assembly price is overridden, the assembly price is shown, but the subparts show as $0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.


Project Management

Inspections

inspections alphanumeric numbering

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. 

Models

Point to Point Measurement for Models on the Procore iOS App

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.


Financial Management

Payments

New Option to Share Manual Holds with Users Granted 'Read-Only' or 'Standard' Level permissions on Commitments

Payors now have the option to make manual holds visible to subcontractors who have been granted 'Read-Only' or 'Standard' level permissions on the Commitments tool. Note: Not all general contractors choose to provide their subcontractors with access permissions to the Commitments tool. To learn how to create and share a manual hold, see Create and Apply a Manual Hold on an Invoice. If you are have been granted 'Read-Only' or 'Standard' level permissions to a payor's Commitments tool and a hold has been shared with you, see View Payment Requirements as the Invoice Contact for a Payee


App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/