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Procore (en-CA)

Release Notes for 2018-05-29

Below are notable changes to Procore for the week ending Friday, May 25, 2018.

Core | Product Management | Construction Financials | Quality & Safety | Field Productivity | App Marketplace


New 'Manage General' Granular Permission for the Admin Tool (5/25/2018)

Procore has updated updated the permissions template feature (see Manage Permission Templates) in Procore so Procore Administrators can now grant user with 'Read-Only' or 'Standard' level permission on the Project level Admin the privilege to add, edit, and remove project details in the general settings for the Project level Admin tool. See Grant Granular Permissions in a Permission Template and Add or Edit General Project Information.

New Granular Permissions for the Prime Contract Tool (5/25/2018)

Added three (3) new granular permissions for the Prime Contract tool: 'Create Prime Contract', 'Edit Prime Contract', and 'Delete Prime Contract'. The granular permissions can only be set for users with 'Standard' or 'Read Only' level permission to the Project Prime Contract tool. See Grant Granular Permissions in a Permission TemplateCreate a Prime Contract, and Edit a Prime Contract.

Search for Vendors by External ID or ERP Vendor ID (5/25/2018)

Updated the Company and Project level Directory tools so end users can now search for a vendor by is origin code (e.g., External ID, ERP Vendor ID). 

Added a 'Trades' Filter to the Add Filter Drop-Down List (5/22/2018)

Added a 'Trades' filter to the 'Add Filter' drop-down list at the top of the Users view in both Project level and Company level Directory tools. See Search and Filter the Company Directory and Search and Filter the Project Directory.

New 'Current Revision' Filter in Custom Submittals Reports (5/24/2018)

Updated the Company and Project level Reports tool to a new 'Current Revision' filter to the custom reports feature for the Submittals tool.

Added Horizontal Scroll Bar to Reports Tool (5/22/2018)  

Updated the Reports tool so it now includes horizontal and vertical scroll bars. This will allow users, who are accessing the site from a Microsoft Windows system without a trackpad, to scroll horizontally.

 Product Management

Updated Tooltips on Markup Toolbar (5/22/2018)

Updated the Drawings tool to change the direction of the markup toolbar's tooltips from the right side to below.

New Dynamic RFI Form (5/24/2018)

Procore has dramatically improved the Project level RFIs tool to provide project teams and collaborators with a better end-to-end experience. For details, see RFIs: New Dynamic RFI Form.

Added 'Draft' RFIs to My Open Items (5/21/2018)

Updated the My Open Items areas in the Portfolio tool and My Procore to ensure that RFis in the 'Draft' status appear in the user's list. See Is there a way to see all the open items in Procore assigned to me?

Changed Name of Link in Submittal Builder (5/24/2018)

Changed the label on the Submittal Builder Spec Viewer link from 'View Spec Book Section' to 'Open Specification Section.'

Submittal Builder's Description & Type Always Open in Scroll View (5/25/2018)

Updated the Submittal Builder table to make the Description and Type always open within scroll view.

Introducing the New Submittal Builder (5/21/2018) 

Procore has introduced a new Submittal Builder feature that lets you generate a submittal register from your project's spec book. For details, see Specifications: Generate Submittals from Specifications and Generate Submittals from Specifications.

Added a Current Revision Filter to Custom Submittals Reports (5/24/2018)

Updated the Company and Project level Reports tool to add a 'Current Revision' filter option to the custom submittals report feature. Users can now filter report results by adding the Current Revision column to a report. Then choosing 'Current Revision' from the Add Filter drop-down list and placing a checkmark in the Yes box. See Create a Custom Submittals Report

pl-construction-financials.png Construction Financials

New Tooltip for Calculator Icon in Direct Cost Detail (5/23/2018)

Added a tooltip for the calculator icon that appears in the Direct Cost cell detail popup window in the Project level Budget tool.

Improved Error Messaging for Budget Templates (5/24/2018)

Updated the error messaging for the the Budget template so it is more informative for end users when there is a blank Description and Name.

Updated File Attachment Permission for Requisitions (5/21/2018)

Now, users with 'Standard' level permission on the Commitments tool or the designated 'Invoice Contact' can attach files to a requisition after its been submitted for review. This means that these users can now attach files when a requisition's status is not set to 'Draft' or 'Revise and Resubmit'. 

Direct Costs
Updated Direct Cost Cell Detail Information (5/21/2018)

Updated Direct Cost cell detail information on the Project level Budget tool. Now the components render the correct icons and appropriate N/A or empty cells.


 Quality & Safety

Removed Ability To Edit Inspection Items When In Review, Closed, Or Deleted (5/25/2018)

Removed the ability to edit inspection items when the inspection's status is 'In Review' or 'Closed'. Editing capability is also NOT permitted after an inspection is moved to the Recycle Bin. 

View Changes to Signature Requests (5/23/2018)

Updated the Change History in an inspection so user can now see changes to signature requests.

Added a Recycle Bin & Retrieval Function to Inspections Tool (5/22/2018)

Added a Recycle Bin to the Project level Inspections tool to give users the ability to retrieve deleted Inspection Templates.

Punch List
New Ball In Court Field on Punch List Items (5/24/2018)

Updated the Project level Punch List tool to add a 'Ball In Court' field under 'Item Information' in the View > Punch List Item page.

Added Inline Editing Capability to the Due Date and Status Fields (5/22/2018)

Updated the Tasks tool to provide users with the ability to perform inline editing on the Due Date and Status fields.

 Field Productivity

No notable changes this week.

pl-app-marketplace.png App Marketplace

Procore + DocuSign
Now Pre-Populating the Email Subject Field on DocuSign Envelope's Prepare Page (5/24/2018)

Implemented a change so that any Procore object (Prime Contract, Commitments, Requisitions, Pay Apps, Change Orders, Documents) with DocuSign integration will have the email subject field pre-populated with the object's title on the DocuSign Envelope prepare page.

Procore + Sage 300 CRE
Sage 300 CRE v18.1 Now Supported (5/22/2018)

The Procore + Sage 300 CRE® integration now supports Sage 300 CRE® v18.1. For a complete list of supported versions, see About the Sage 300 CRE® Connector.