Below are the notable changes to the Company level Directory tool in 2017.
Added 'Description' Column to Distribution Groups View (Beta View) (12/21/2017)
Updated the Company and Project level Directory tools (Beta View) to add a 'Description' column to the Distribution Groups view.
Added Scroll Bar to Table in Users View (12/19/2017)
Added a new scroll bar to the table in the Users view of the Company Directory (Beta View). See Switch Between Views in the Company Directory.
New ERP Badge for Accounting Approvers (12/18/2017)
Added a new ERP Badge to the Company Directory (Beta View). For companies that have enabled ERP Integrations, this indicates that the user has been designated as an accounting approver. See What is the accounting approver role?
Minor Cosmetic Updates to Export Drop-Down (12/12/2017)
Updated the Export drop-down in the Company and Project Directory so it now matches the Export drop-down that appears in other tools in the Procore application. See Export the Company Directory to CSV or PDF and Export the Project Directory to CSV or PDF.
New Trade Filter in Companies Tab of Company Directory (Beta View) (11/27/2017)
Updated the Company Directory (Beta View) to add a new Trade filter to the Add Filter list in the Companies view. This lets you filter your search results by trade. To learn more, see Search the Company Directory.
Added Two (2) New Granular Permissions for Budget Tool (11/29/2017)
Updated the Company level Directory tool to add two (2) new granular permissions for the Budget tool: Import Budget CSV and Create and Edit Original Budget Amount. See Grant Granular Permissions in a Permission Template.
Changed Name Of New Granular Permission for Viewing Deficiency Items (11/28/2017)
Changed the name of a new granular permission from 'View All Company Deficiency Items' to 'View Private Deficiency Items Assigned to Users Within Same Company'. This is a more specific description for the checkbox label. See Grant Granular Permissions in a Permission Template.
New Cost Code Filter in Companies Tab of Company Directory (Beta View) (11/27/2017)
Updated the Company Directory (Beta View) to add a new Cost Code filter to the Add Filter list in the Companies view. This lets you filter your search results by cost code. To learn more, see Search the Company Directory.
New Granular Permission For Viewing Company Deficiency List Items (11/21/2017)
Added a new 'View All Company Deficiency Items' granular permission that grants a user the privilege to view all deficiency items assigned to colleagues within their same company (including deficiency items marked as 'Private'). See Grant Granular Permissions in a Permission Template.
Added New Granular Permission For The Directory Tool (10/2/2017)
Added a new granular permission, 'Manage Permission Templates', that allows users with Read-only or Standard level Directory permissions to manage permission templates at the Project level. See Grant Granular Permissions in a Permission Template.
Added Reactivate Button For Inactive Users And Vendors (7/27/2017)
Added 'Reactivate' button for inactive users and vendors in the Company and Project level Directory tools.
Added Search Function For Distribution Group Name (7/25/2017)
Added the ability to search for a distribution group name in both Company and Project level Directory tools.
Two New Granular Permissions For The Directory Tool (6/28/2017)
Updated the Directory tool to add two new granular permissions. The first allows a user with 'Standard' level permission to add (bulk or individual) users from the Company Directory to a Project Directory. The second allows a 'Standard' to create new users in a Project Directory. To learn about these changes see Grant Granular Permissions in a Permission Template.
These new permissions replace the process for allowing 'Standards' to add users to projects in earlier versions of Procore (see the deprecated article, Allow a Standard User to Add a Person and Company to the Project Directory). For existing clients who have used this process, action may be required. Please refer to New Granular Permission Settings to Allow 'Standard' Users to Create and/or Add Users to a Project for details.
Enabled Granular Permissions For All Procore Accounts (6/21/2017)
Updated the Company Directory tool to enable the Granular Permissions (GP) feature for all company accounts in Procore. To learn more about Granular Permissions, see Grant Granular Permissions in a Permission Template.
- For new Procore clients, you can immediately begin using the steps described in Grant Granular Permission to a Permission Template. Then, on June 28, 2017, two new granular permission settings for the Directory tool See New Granular Permission Settings to Allow 'Standard' Users to Create and/or Add Users to a Project for details.
- For existing clients who have previously configured a permission template to allow users with 'Standard' level permission to create and add users to a project (see Allow a Standard User to Add a Person and Company to the Project Directory), you will need to be aware of how the new permission settings being released on June 28, 2017 will affect your existing permission templates. See New Granular Permission Settings to Allow 'Standard' Users to Create and/or Add Users to a Project for details.
Added Edit Button To The 'People Grouped By Company' View (6/1/2017)
Updated the Company and Project level Directory tools to add an Edit button to the line items in the 'People Grouped by Company' View.
Directory Tool's Insurance Fields Now Lock When Vendor Insurance Synced (5/30/2017)
Updated the ERP Integrations tool so that now, the system locks the insurance fields when a Sage 300 CRE vendor with insurance information is synced with Procore. The list of fields in the Company level Directory tool that now lock when data is synced include: Insurance Type (e.g., General, Automotive, Umbrella and Worker's), Effective Date, Expiration Date, Limit Amount, Name and Policy Number. See Which Insurance Fields in a Procore Company Sync with Sage 300 CRE?
Introducing Granular Permissions (3/24/2017)
Unleash the power of Granular Permissions! Users with 'Admin' level permission to the Company Directory can now provide non-Admin users with enhanced privileges for the Tendering, Commitments and Documents tools when creating and editing permission templates. If your company's Procore account was created on or prior to 3/23/2017, you will need to request to have this feature enabled (see Request to Enable Granular Permissions). On new company accounts (i.e., accounts created on or after 3/24/2017), this feature is enabled by default. To learn how to use the feature, see Grant Custom Permissions in a Permission Template.
Added ABN/CBN Search To Directory Tool (2/13/2017)
Updated the Directory tool to include the 'business_register' variables (Australian Business Number (ABN) and Employer Identification Number (CBN)) in the search function.
Redirect To People Subtab After Adding/Editing Contacts (2/3/2017)
Updated the People subtab so that now, when a user adds or edits a contact from the People subtab, the system redirects the user back to the subtab after the action is saved.
(Beta) New Custom Permissions In Permission Templates (1/26/2017)
Participants in the Custom Permissions Beta Program can now grant custom task permissions when assigning the 'Standard' and 'Read-only' level permission for Commitments in a permission template. These custom permissions are currently only available to Beta Program Participants: Create purchase order, create subcontract, update purchase order and update subcontract. See Beta: Custom Permissions and Grant Custom Permissions In a Permission Template.
Added '(None)' Option When Selecting a Project Permission Template (1/16/2017)
Updated the Company Directory tool to add a '(None)' option in the 'Template' drop-down list of the 'Select a Project Permission Template' window, which appears when a user clicks the 'Change Template' link in the 'Current Project Settings' grid.