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Procore (en-CA)

Release Notes

Below are the notable changes to the project's Commitments tool. 

Recent Changes

Added a 'Budget Code' Column to the Subcontractor SOV Tab of a Commitment (5/25/2021)

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor SOV' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor SOV to a Commitment and Update a Subcontractor SOV as an Invoice Contact. To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup (5/24/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialog boxes. To learn about the dialog box changes, see Add Financial Markup to Commitment Change Orders (CCOs).  To learn about budget codes, see What is a budget code?

New Contracts List in the Commitments Tool (4/15/2021)

The new 'Contracts' list has replaced the existing Summary and Detailed tab on the Commitments tool. Users can no longer switch back to the former experience. For details about the new features, see About the Commitments Tool and Project Financials: New Contracts List in Commitments & Prime Contracts.

Improved Search now includes the Commitments Tool (9/14/2020) 

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search for change orders: Number (#), Title, and Description. See Search for Items Within a Project Using Procore Search.

Sidebar Removed from Commitments Tool (8/11/2020)

Procore has removed the right sidebar from the project's Commitments tool. This update is part of a larger design effort to progressively remove the sidebar from all Procore tools to increase the amount of available space for each page. For details, see Commitments: Removed Sidebar from Commitments Tool.

Sliding Scale Retention Now Available in All Countries (8/7/2020)

Procore's Sliding Scale Retention feature is now available to Procore customers in all countries. This feature was initially released in January 2020 to Procore customers in Australia. For details on this follow-up release, see Commitments: Sliding Scale Retention Now Available in All Countries.

Units of Measure Now Carry Over to New Commitments, CCOs and CPCOs (5/5/2020) 

As a follow-up enhancement to the March 2020 release of the Consistent & Custom Units of Measure feature, Procore has been updated so that the Unit Cost, Unit Qty and UOM values on a change event line item are now carried over to a newly created Commitment, Commitment Change Order (CCO), and Commitment Potential Change Order (CPCO).  To learn more about the Consistent & Custom Units of Measure release, see Financial Management: Consistent & Custom Units of Measure.

Consistent & Custom Units of Measure (3/31/2020) 

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Working Days for Due Dates on RFQs Created from Change Events (3/9/2020)

With the newly added ability to configure which days are classified as 'working days' in a project, due dates for RFQs will now depend on the project's 'working days'. To learn about this feature, see Set Project Working Days. To learn how to change the setting for the RFQs that you create from a Change Event related to commitments, the setting is in the Commitments tool. See Configure Settings: Commitments.

Enable Sliding Scale Retention Settings on a Commitment's Invoices (1/14/2020)  

Using new controls in the Advanced Settings tab of a commitment, Procore users in Australia can now enable up to five (5) unique sliding scale rules on a purchase order or subcontract. Once saved, your settings will automatically adjust retention amounts on your project's subcontractor invoices. To learn more, see Commitments: Configure Sliding Scale Retention Settings on Subcontractor Invoices.

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs and Prime Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.