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Procore (en-CA)

Release Notes

Below are the notable changes to the project's Prime Contracts tool. 

Recent Changes

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 Prime Contract Change Orders (PCCOs).  To learn about budget codes, see What is a budget code?

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

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

Improved Search now includes the Prime Contracts 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: Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Description, Inclusions, and Exclusions. In addition, Procore has added type-ahead search capabilities on the Contract # and Title fields. See Search for Items Within a Project Using Procore Search.

Improved Performance and New 'Manage Custom Groups' Button on the Configurable PDF Tab (6/19/2020)

Procore has released an update that improves the speed at which data displays when users expand and collapse data groups in the Configurable PDF tab of an owner invoice. The 'Create Group' link has also been replaced by a new 'Manage Custom Groups' button and a streamlined process for managing your customized billing groups. To learn more, see Create a Configurable PDF of an Owner Invoice.

Sync Prime Contracts & Prime Contract Change Orders Between Procore & Viewpoint® Spectrum®  (4/8/2020) 

Company accounts using the ERP Integrations tool can now import prime contracts created in Viewpoint® Spectrum® into Procore's Prime Contracts tool. In addition, you can now also export Prime Contract Change Orders (PCCOs) created in Procore to Viewpoint® Spectrum®. Exports also include the appropriate financial markup--both vertical and horizontal. See ERP Integrations: Sync Prime Contracts & PCCOs Between Procore & Viewpoint® Spectrum®.

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.