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Procore

Changes by Tool

This page highlights recent notable changes to the Procore web application at: https://app.procore.com


Company Level

Admin (Company Level)

Make Bulk Edits to Items in Action Plan Templates (28/08/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

New Setting for Disabling Overdue Item Email Notifications During Weekends (06/04/2023)

In order to help reduce email interruptions during non-working days, Procore has added a new setting that allows Company Admins to prevent overdue email notifications from being sent to users during the weekend. See Can I prevent emails from being sent on the weekend? and Configure Your Company Settings.

Create Custom Fields for Site Diary equipment Register (06/03/2023)

Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Register in a project's Site Diary tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields.

Custom Field Types and Sections for Inspections (08/02/2023)

When creating new Custom Fields for Inspections, you can use new field types such as Project Users, Company, Location and Date and Time. Additionally, Procore has added the ability to organise Custom Fields on Inspections. Users can create Sections in their Configurable Fieldsets and add Custom Fields to those sections. Custom Fields show within the designated section on the Inspections for projects using that Fieldset. See Create New Custom Fields and What are custom sections and which Procore tools support them?

Orange Lock Icon Added to 'Super Private' Correspondence Types (24/01/2023)

Procore has added a new orange lock icon to 'Super Private' correspondence types in the list of correspondence types in the Company level Admin tool.

Correspondence Type Email Settings Moved to the Correspondence Tool (22/12/2022)

Procore has removed the 'Enable Closed Emails' setting for correspondence types from the Company level Admin tool and added email notification configurations to the project's Correspondence tool. See Configure Advanced Settings: Correspondence and Who receives correspondence item emails and push notifications?

'Date / Time' Custom Field Type Now Available for the Correspondence Tool (21/12/2022)

Users can now select 'Date / Time' as a field type when creating custom fields for the project's Correspondence tool. See Create New Custom Fields.

Unique Entity IDs now supported in Company Level Admin Tool SSO configuration (07/12/2022)

Users can now set up unique SSO configurations across multiple Procore company instances while using a single Identity Provider (IdP) tenant, by leveraging Unique Entity IDs. See Support for Unique Entity IDs in Single Sign-On.

Manage Custom Statuses for Correspondence Types in Company Level Admin Tool (24/08/2022)

Procore has added the ability to create and delete custom statuses for correspondence types in the Company level Admin tool. See Manage Custom Statuses for Correspondence Types.

New Custom Fields & Configurable Fieldsets for Subcontractor Invoicing (14/07/2022)

Procore has added the ability to create custom fields in the Company level Admin tool for the Project level Invoicing tool. The new custom fields function like other custom fields in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Invoicing.

Create Configurable Fieldsets, Custom Fields and Custom Sections for Change Events (11/07/2022)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Change Events tool to designate which fields are required, optional or hidden within projects. See Create New Configurable Fieldsets and Which fields in the Change Events tool can be configured as required, optional or hidden? Procore has also added the ability to create custom fields in the Company level Admin tool for the project's Change Events tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition, Procore has added the ability to create custom sections for the project's Change Events tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a change event's 'General Information' section. See Create Custom Sections.

Phased Release of Work Breakdown Structure Complete (01/04/2022) 

Procore is pleased to announce that the phased rollout of Work Breakdown Structure that started on March 3, 2022 is now complete. Work Breakdown Structure (WBS) is a robust, flexible method for organizing and reporting on financial information. It includes the new WBS user experience for cost codes, cost types and sub jobs in the Company and Project level Admin tools. You can now import cost codes, cost types and sub jobs as segment items to the Company or Project level Admin tool using the Procore Imports app. To learn about the release, see Introducing Work Breakdown Structure.

Introducing Work Breakdown Structure (03/03/2022)

Starting March 3, 2022 through approximately the end of the month, Procore is deploying a gradual, phased release of Work Breakdown Structure (WBS). WBS is a robust, flexible method for organizing and reporting on financial information. The update includes the new WBS user experience in the Company and Project level Admin tools and it will be deployed to all Procore customers. To learn more, see Introducing Work Breakdown Structure. Additional documentation is available on the Work Breakdown Structure landing page. 

Updated Design for Creating Correspondence Types and Adding Template Correspondence Types (25/02/2022)

Procore has made design improvements to the steps for creating a correspondence type and adding template correspondence types. These two options are now accessible from the same button in the Correspondence settings of the Company level Admin tool. See Create a New Correspondence Type and Add a Template Correspondence Type. Additionally, when you create a new correspondence type, the system will suggest similarly named template correspondence types based on the text you enter for the correspondence type's name.

New Custom Field Types Added For the Project's Site Diary Tool (24/02/2022)

The following field types are now available to use for custom fields in the Working hours Log, Notes Register and Visitor Register: Rich Text, Tool User (Single Select), Project Directory User - (Single Select), and Project Directory User - (Multi-Select). See Create New Custom Fields.

Increased Character Limit for Correspondence Type Prefixes (11/01/2022)

Prefixes for correspondence types can now be up to 10 characters in length. See Create a New Correspondence Type and Edit a Correspondence Type.

New Option to Turn 'Correspondence Item Closed' Email Notifications On or Off (11/01/2022)

Procore has added a checkbox on correspondence types in the Company level Admin tool to allow users to decide whether email notifications are sent out when correspondence items created from one or more correspondence types are closed. See Create a New Correspondence Type and Edit a Correspondence Type.


Tender Board (Company Level)


Cost Catalogueue (Company Level)

UNIT OF MEASURE RESTRICTION REMOVED FROM COST CATALOGUE (19/04/2023)

Unit of measure options are now available for cataitem types in the Estimating tool. Previously, 'each' was the only measurement option. Cost Catalogue Excel templates have also been updated. See Add Items to a Cost Catalogue

'taxable' field NOW available for cost catalogue items (15/02/2023) 

A 'Taxable' field is now available when adding or editing a cost catalogue item in the Cost Catalogue tool. See Add Items to the Cost Catalogue. Previously, the material tax was applied by default and could only be changed in the Estimating tool. The 'Taxable' field has also been extended to XLS files for bulk updates to cost catalogue items. See Import Cost Catalogue Items.

'Labor' Type Now Supported for Assemblies (05/05/2022)

The 'Labor' cost catalogue type can now be selected for assemblies in the Cost Catalogue. Previously, the ability to account for labour in the Cost Catalogue and Estimating tools was limited. This release provides more flexibility and helps to ensure that estimates are accurately represented. See Create Assemblies for a Cost Catalogue.

'Weeks' and 'Months' Now Available for Labour Cost Catalogue Item Type (02/02/2022)

In addition to Minutes, Hours and Days, you can now use Weeks and Months to measure labour. See Add Items to a Cost Catalogue.

New 'EPD URL' Field for Catalaog Item Details (31/01/2022)

A 'EPD url' field has been added to the Catalog Details section of a cost catalogue item. See Add Items to a Cost Catalogue. 'EPD' is used for environmental declarations that are published online.


Directory (Company Level)

Refresh Tender Contacts for Connected Companies (04/12/2023)

You can now refresh tender contacts for connected companies in the Company Directory. This allows you to see the current tender contacts as set by the connected company. See Refresh Tender Contacts for Connected Companies in the Company Directory.

Inactivate Connected Users (18/10/2023)

You can now inactivate users and tender contacts from a connected company in your company's Directory. This also allows you to inactivate a connected company. See Inactivate a User in the Company Directory and Inactivate a Company in the Company Directory.

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (02/10/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.

Merge Connected Companies (19/07/2023)

It is now possible to merge connected companies that are added from the Procore Construction Network and companies created locally in your Company level Directory. See Merge Companies and How are duplicate companies handled between the Directory tool and Procore Construction Network?

Assignable Default Project Permissions Templates (11/07/2023)

Assignable default project permissions templates are now available in the Company level Directory. This allows users with granular permission to 'Create and Edit Users (Based on Assignable Permissions Templates)' in the Company level Directory to assign other users selected Default Project Permissions Templates when adding or editing users. Previously only Directory Admins could do this task. Read more in the Announcement and see tutorials to Add User Accounts to the Company Directory and Edit Default Project Permissions in the Company Directory.

Assignable Company Permissions Templates (13/06/2023)

Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other users an assignable Company level permission template and grant access to Company level tools. Read more in the Announcement and see tutorials to Assign a Company Permissions Template to a User in the Company Directory and Change a User's Permissions to Company Tools in the Company Directory.

New Views and Filters when Managing Projects for a User (23/05/2023)

When editing a user's projects, you can configure the projects table show specific fields, rearrange and pin columns, or apply a filter to only show the user's assigned projects. To learn how, see View User Details in the Company Directory, Add an Existing User to Projects, and Remove an Existing User from Projects.

Easily Manage Users Access to Projects (06/04/2023)

Directory Admins and users with granular permissions to Create and Edit Users can now easily edit which projects a user belongs to. Read the Announcement or Add an Existing User to Projects in Your Company's Procore Account to learn more.


Documents (Company Level)

No recent notable changes.


ERP Integrations (Company Level)

Direct Export for Commitments, Commitment Change Orders, and Subcontractor Progress Claims (21/07/2023)

Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.

Standard item numbering upon export for commitments, Variations and progress claims  (10/04/2023)

Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.  

When a Procore project's subcontractor progress claims are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor progress claim from Procore and then discover that the subcontractor progress claim's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor progress claim then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.

For more information on a specific ERP integration see:


Inspections (Company Level)

No recent notable changes.


Permissions (Company Level)

No recent notable changes.


Planroom (Company Level)

No notable changes.


Portfolio (Company Level)

No recent notable changes.


Prequalification Portal (Company Level)

No notable changes.


Prequalifications (Company Level)

No recent notable changes.


Programs (Company Level)

No notable changes.


Reports (Company Level)

Enhanced Reporting for Workforce Management (10/04/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and Daywork data alongside your financial information in enhanced reporting to gain insights such as labour utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (13/03/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.


Program (Company Level)


Timecard (Company Level)

No notable changes.


Timesheets (Company Level)

Intuitive Start & Stop Times for Split Time Entry (07/11/2023)

When you split a time entry in the Company level Timesheets tool, an additional timecard entry is automatically created with the remaining hours of the original timecard. You can continue to add entries to match the work performed as long as the Total Time of the original timecard entry remains the same. See Reallocate Timecard Entry Hours for an Employee.

Employee ID Column and Filter (10/10/2023)

Procore has added an Employee ID column and filter to Company level Timesheets. You can choose to show or hide the column. With the Employee ID field, you can more easily select the correct employee if there are employees with the same name. Additionally, you can filter by 'Employee ID' and select 'None' to identify if there are employees that need an employee ID added to match your payroll solution. See Customize the Column Display in the Company Level Timesheets Tool.

Improved Export for QuickBooks® 2022 and After (28/04/2023)

Procore has updated the export files for QuickBooks® Desktop to improve the experience for customers importing their time entries into an upgraded version of QuickBooks® Desktop. Configure your Company Timesheets Payroll Settings based on your QuickBooks® Desktop version. After you Export Timecard Entries from Procore, you can seamlessly Import Procore Time Entries into QuickBooks® Desktop.

Default Cost Types for Timecards and New Defaults for ERP Synced Projects (20/03/2023)

Procore has updated the default cost type for time entries so that time entries more seamlessly connect with your projects' work breakdown structure so that they can display in your budget.

Additionally, Procore is introducing a new setting so that you can define what ERP synced cost types to apply to timecards on your ERP integrated projects so that they can seamlessly integrate with your ERP system. Learn more in this Announcement.


Workforce Planning (Company Level)

Filter the Totals Dashboard by Job Title (30/11/2023)

The Job Title filter has been added to the totals page, allowing you to see totals by job title. See Search and Filter the Totals Dashboard.

View Time Off in the Totals Dashboard (28/11/2023)

You can now view Time Off in the Totals Dashboard in the 1-8 week views. See View the Totals Dashboard.

Project Role Dynamic Tokens for Default Assignment Alerts (09/26/2023)

Procore has added dynamic tokens for project roles in assignment alerts. Dynamic tokens are place holders that are filled with information from the project's details. When creating default assignment alerts, you can include information about the people with roles on the project including their name, role, email address and phone number. See Configure Default Assignment Alerts for Workforce Planning.

 Start and End Filters on Time Off List (09/12/2023)

Procore has added new start and end date filters to the Time Off List. See Search, Sort, and Filter the Time Off List.

Resource Bench Automatically Refreshes on Assignment Boards (09/06/2023)

When making an assignment Assignment Boards page, the resource bench now automatically refreshes when you click Save or Save and Alert. See Create a Workforce Assignment.

New Filters on the Time Off List (09/05/2023)

The Time Off List now only shows current or future time off for active users. You can use the new 'Past Time Off' filter to see time off that has already taken place, and the new Person Status filter to see time off for inactive users. See Search, Sort, and Filter the Time Off List.

If data syncing is enabled between Procore Core tools and Workforce Planning, there is now a link between the person's profile in Workforce Planning and the Company directory. When you click the link in Workforce Planning, you will be taken to the person's profile in the Company level Directory. See View People Details in Workforce Planning.

View Time Off In Line with Assignments on the Gantt View (29/08/2023)

When viewing projects on the Assignments Gantt, you can see time off in line with assignments. When a user has multiple assignments on the Gantt Project view, time off will display across all the user's assignments. PDF exports, both portrait and landscape, now show time off when exporting from the Gantt Project view. See View the Assignments Gantt and Export the Assignments Gantt.

Project-specific Assignment Board and Gantt Views (25/08/2023)

You can now navigate to a project-specific Assignment Board or Gantt view when viewing the project details. See View the Assignments Boards and View the Assignments Gantt.

Sort Assignments List by Any Column (21/08/2023)

You can now sort the Assignments List by any column. See Sort and Filter the Workforce Assignments List.

New Employee Information on Look Ahead Report (08/08/2023)

State/Province information is now available in the Look Ahead Report, helping you better understand the location of your employees. See Export the Availability Look Ahead Report.

New Information on Assignments Gantt (25/07/2023) 

When viewing the Assignments Gantt page, you can now see project information, such as daily start and end times, project tags, and wage override information. Additionally, you can configure your Gantt page settings to display job titles and filter for job title as well. See View the Assignments Gantt and Search and Filter the Assignments Gantt.


Project Level

Action Plans (Project Level)

New Templates for action plans (29/01/2024)

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Updates to Requested Record File Selector (16/01/2024)

When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings, and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.

Make Bulk Edits to Items in Action Plan Templates (28/08/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

CONFIGURABLE FIELDSETS, CUSTOM FIELD TYPES, AND SECTIONS FOR ACTION PLANS (07/06/2023) 

Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organise Custom Fields into sections on Action Plans.  See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?

Bulk Edit Items within Action Plans (22/05/2023)

When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses, and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Observations as References and Records (08/05/2023)

Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as a Reference (01/05/2023)

Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.

Add Forms as References and Records (26/04/2023)

Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as Records (04/06/2023)

Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Progress Bar for Plan Items (04/06/2023)

Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.

Filter Action Plan Items (03/08/2023)

Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method or record type. To learn how, see Search and Filter Action Plan Items.

Action Plan Items Now show in 'My Open Items' (17/02/2023)

Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.

Item Level Status (02/13/2023)

Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.

Add Records Not Originally Requested (02/13/2023)

Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.

Copy Action Plan Sections and Items (01/02/2023)

Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.

ADD Submittals AS REFERENCES AND RECORDS (01/02/2023)

Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.


Admin (Project Level)

No recent notable changes.


Tendering (Project Level)

Invite Paying Procore Customers to Tender Using the Procore Construction Network (04/12/2023)

Using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers from the Procore Construction Network to a Tender Form.

Flexible Response types for Tender Forms (09/10/2023)

Instead of being restricted to one accounting method for an entire tender package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on tender forms. See Create a Tender Form

As part of this release, new projects using Tender Management Enhanced Experience no longer have separate accounting method settings for tender packages. See How do I set the accounting method for tenders?

General Items and CSV Import Features now available for ERP Integrated Accounts (13/09/2023)

Users in accounts that are ERP integrated can now add general items to tender forms and create tender forms from CSV imports. See Import Tender Forms to the Tendering ToolCreate a Tender Form, and Do I need to use cost codes on a tender form? 

Create Tender Forms from a csv import (03/08/2023)

You can now create multiple tender forms at once by filling out and uploading a CSV file template. See Import Tender Forms to the Tendering Tool. You can choose to download a template with cost codes, or a blank template without cost codes. 

Add General Items to a Tender Form (22/06/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Tender Form and Do I need to use cost codes on a tender form? This allows more flexibility for defining and controlling tender scope. 

Tender Management Enhanced Experience (27/03/2023)

Procore has officially released Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This experience includes features such as tender forms, tender levelling and an integration with the Procore Construction Network.


Budget (Project Level)

No recent notable changes.


Change Events (Project Level)

No recent notable changes.


Variations (Project Level)

No recent notable changes.


Commitments (Project Level)

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor progress claims have a new warning banner that will appear when retention is released. The banner will appear from the Schedule of Values (SOV) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Progress Claim.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Custom Fields now visible in commitments List view (05/01/2023) 

Users can now see custom fields in the commitments list view table. Users can now view, filter and sort by custom fields in the list view. 


Co-ordination Issues (Project Level)

No recent notable changes.


Correspondence (Project Level)

Visual Updates to Correspondence Item Pages (10/08/2023)

Procore users now see a modernised design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History, and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.

Orange Lock Icon Added to 'Super Private' Items in Correspondence List (24/01/2023)

Procore has added a new orange lock icon to items that were created using 'Super Private' correspondence types to the List and Archive tabs in the project's Correspondence tool.


Site teams (Project Level)

No notable changes.


Site Diary (Project Level)

New Granular Permission for Collaborators (17/10/2023)

Procore has added a new granular permission for the Site Diary tool that allows collaborators to see site diary entries made by other collaborators at their same company. Learn more by reading the announcement or see What granular permissions are available for the project's Site Diary tool?

 


Direct Costs (Project Level)

No recent notable changes.


Directory (Project Level)

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (02/10/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.


Documents (Project Level)

Support for 3d DWG Model Files (12/12/2023) 

Procore now supports the ability to upload, process, and view 3D DWG files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Support for IFC Model Files (10/04/2023) 

Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Export OBject Data From a Model (13/03/2023) 

Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.


Drawings (Project Level)

More Precise Measurements on Drawing Markups (07/10/2023)

Measurement markups added to drawings will now show fractions of measurements within a precision of 1/32. See Add Measurements to a Drawing. These measurements can be viewed on all Procore applications (Web, iOS, and Android), and on drawings that have been downloaded as PDFs with markup. See Download Drawings.

Note: This change does not affect existing drawing measurement markups created before July 10, 2023.

Advanced Option for Detecting Revisions After Underscores in Drawing Numbers (08/05/2023)

Procore has updated an advanced option in the Upload Drawings modal to allow revisions to be pulled from drawing numbers with underscores (_). See Upload Drawing Revisions. The 'Contains Revision' checkbox has been changed to a 'Drawing No. Contains Revision' drop-down menu, where you can now select if drawing numbers contain revisions or not and if the revisions are after the last decimal or the last underscore.

Note: As part of this update, the 'Drawing Revision' field under Advanced Options was renamed to 'Default Revision'.


Emails (Project Level)

No recent notable changes.


Estimating (Project Level)

Unit of measure restriction removed from cost catalogue (19/04/2023)

Unit of measure options are now available for cataitem types in the Estimating tool. Previously, 'each' was the only measurement option. Cost Catalogue Excel templates have also been updated. See Add Items to a Cost Catalogue

add 3D takeoffs (04/04/2023)

Procore has released a 3D takeoff feature that allows you to add takeoffs directly on Revit® files. See Add 3D Model Takeoffs. As you might have both drawings and models on a project, this feature allows you to use both sources of information within the Estimating tool to perform takeoffs and create estimates more efficiently based on your workflow.

Group by requested tender items (15/03/2023)

This Estimating tool feature is only available for tenders sent with tender forms as part of the new Tender Management Enhanced Experience. Grouping by Requested Tender Item allows you to organise tender items by scope of work. See Add an Estimate.

Unit of Measurement Drop-Down Menu added For takeoffs(15/03/2023)

A drop-down menu with unit of measurement options is now available when creating takeoffs within the Estimating tool. See Add Takeoffs.

ability to import bill of materials(06/03/2023)

This feature can be used to import external bill of materials information from a previous source into a new project. Previously, only pricing information of existing projects could be updated and imported within the Estimating tab. See Add an Estimate.

ability to merge estimates (19/01/2023)

If you have multiple estimates and variations that you would like to merge into one estimate, you can now use the merge feature. This allows you to combine the group items of multiple estimates and variations into one single estimate without deleting the original estimate. See Merge Estimates.

New 'cost code' column on the estimating tab(17/01/2023)

Procore has added a new 'Cost Code' column to the Estimating tab to allow you to quickly select a cost code for a line item. Previously, cost codes could only be selected through the Edit Item menu. See Edit an Estimate.

Automated area Takeoff for Roofing plans (20/10/2022)

The Automated Area Takeoff feature now includes Roofing as an option, which will allow you to run automated area detection for roofing plans. See Run Automated Area Takeoffs.

Edit and Replace Parts in Assemblies (13/10/2022)

You can now edit and replace cost catalogue item assembly parts in the Estimating tool, which helps to ensure that you can assign proper prices, description, cost codes to material parts. This is especially beneficial for "virtual" parts created under takeoffs (paint, surface area, weight, etc.) that don't have a material assigned. See Edit an Estimate.

Surface Area Parameter Added for Area / Volume TakeOffs (11/10/2022)

You can now select 'Surface Area' as an additional parameter for Area or Volume takeoffs. See Add Area or Volume Takeoffs. When Surface Area is selected, you can choose to include all sides, the top or bottom. The Surface Area information for the takeoff will be reflected on the relevant estimate in the Estimating tab.

Automated area Takeoff for concrete plans (15/08/2022)

As a follow-up to Procore's recent Automated Area Takeoff release for floor plans, you can now run automated area detection for concrete. See Run Automated Area Takeoffs.

Automated area Takeoff for Floor plans (03/06/2022)

Procore has added a new Automated Area Takeoff feature for the Takeoff tab in the Estimating tool. See Run Automated Area Takeoffs (or see this tutorial for the standalone Procore Estimating application).

Instead of needing to manually trace outlines of each room while adding a takeoff on a floor plan, you can now click one button to have Procore run a room detection across one or multiple drawings. After the detection is complete, you can select all the detected areas for a drawing at once or select specific rooms individually. This feature significantly helps to save time and improve efficiency during the takeoff and estimating process.

New Circle Mode for area Takeoffs (01/06/2022)

Procore has added a new 'Circle mode' that can be used on area takeoffs in the Estimating tool. With the Circle tool, you can quickly and easily add circular takeoffs as needed. See Add Area or Volume Takeoffs.

Global Estimating Settings Moved to the Company Level Admin Tool (01/04/2022)

To be more consistent with how default tool settings are managed for projects in Procore, the global settings for Estimating projects have been moved to the Company level Admin tool. See Configure Default Estimating Settings. The measurement unit can still be changed in a project's Estimating tool as needed. See Configure Settings: Estimating.

New 'Bid' Tab in the Estimating Tool (15/02/2022)

A new 'Bid' tab has been added to the Estimating tool in Procore. This is the same tender page that would load after clicking 'Show Tender'. See Generate Tender Estimates.

Copy or Move Groups to Other Estimates (03/02/2022)

You can now copy or move groups from the Estimating or Takeoff tabs to other estimates in the project. See Copy or Move a Group to Another Estimate.

'Weeks' and 'Months' Now Available for Labour Cost Catalogue Item Type (02/02/2022)

In addition to Minutes, Hours and Days, you can now use Weeks and Months to measure labour. See Add Items to a Cost Catalogue.

New 'EPD URL' Field for Catalaog Item Details (31/01/2022)

A 'EPD url' field has been added to the Catalog Details section of a cost catalogue item. See Add Items to a Cost Catalogue. 'EPD' is used for environmental declarations that are published online.


Forms (Project Level)

No recent notable changes.


Home (Project Level)

No recent notable changes.


Incidents (Project Level)

No notable changes.


Inspections (Project Level)

Email and Push Notifications (21/03/2023)

Email and push notification configurations for the Project level Inspections tool have been added to inform users of inspection progress in real time. Read the Announcement and the tutorial to Configure Advanced Settings: Project Level Inspections.


Instructions (Project Level)


Invoicing (Project Level)

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor progress claims have a new warning banner that will appear when retention is released. The banner will appear from the Schedule of Values (SOV) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Progress Claim.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor progress claim experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.


Meetings (Project Level)

No recent notable changes.


Models (Project Level)

New ‘Isolate in Section Box’ Option in the Model Viewer (23/10/2023)

You can now isolate an object in a section box within the model viewer on Procore’s web application. See Use the Section Tool on a Model.  

Create Co-ordination Issues from a Model in the Web Viewer (17/07/2023)

You can now create an issue directly from the Issues side panel in the model viewer on Procore's web application without needing to navigate to the Co-ordination Issues tool. See Create a Co-ordination Issue in the Model Viewer. This allows you to quickly create issues in the context of the model. 

New Section Box Tool in the Web Viewer (17/07/2023)

A sectioning feature has been added to the model viewer in Procore's web application. See Use the Section Tool on a Model. The Section Box tool allows you to visualise and analyse the internal structure of a building (such as the placement of pipes, ducts, and electrical systems). This helps to identify potential clashes or conflicts between different systems before construction begins.

Object Search Enhancements (17/07/2023)

You can now search for a specific object name to automatically apply it as a filter to see all results for the object in the model. See View a Model. All objects beneath the filtered object are automatically included, but you can choose to hide or show objects as necessary.

Edit the Status of a Co-ordination Issue in the side Panel (01/05/2023)

The Co-ordination Issues side panel in the model viewer on Procore's web application now allows you to edit the status of a co-ordination issue. See Edit a Co-ordination Issue in the Model Viewer


Observations (Project Level)

No recent notable changes.


Photos (Project Level)

No recent notable changes.


Head Contracts (Project Level)

Custom Fields now visible in Head Contract List view (05/01/2023) 

Users can now see custom fields within the head contract list view table. Users can now view, filter, and sort by custom fields in the list view.


Defect List (Project Level)

No recent notable changes.


Reports (Project Level)

Enhanced Reporting for Workforce Management (10/04/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and Daywork data alongside your financial information in enhanced reporting to gain insights such as labour utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

USERS WITH COMPANY ADMIN PERMISSION CAN EDIT AND DELETE ANY REPORT TO WHICH THEY HAVE BEEN GRANTED ACCESS OR HAVE THE URL (13/03/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.


RFIs (Project Level)

RFIs TOOL MODERNISED CHANGE HISTORY (26/10/2023)  

Procore has released design and performance updates to the change history page for individual RFIs. Page navigation has been added to improve the navigation experience for RFIs with many changes.These updates provide users with a more consistent and optimised experience in Procore.

Modernised RFI Experience (22/05/2023)  

Procore has released several design and performance updates to the RFIs tool. These updates provide users with a more consistent and optimised experience when creating and viewing RFIs in Procore. Updates include changes to the RFI creation and edit screens, related items, and emails tabs. See RFIs: Modernised RFIs Experience.


Program (Project Level)

New lookahead program Options (08/01/2024)

Procore has updated the project level Program tool to now give you the option to create a follow-up lookahead that only pulls tasks from your program while ignoring the previous lookahead information. Previously, Procore pulled in tasks and changes from the previous lookahead as well. See Create a Lookahead Program.


Specifications (Project Level)

No recent notable changes.


Submittals (Project Level)

Submittals Workflow Table Enhancements (11/12/2023) 

Procore has updated the Submittals workflow table with multiple enhancements to improve the user interface and functionality. Ellipsis buttons have been removed and the 'Edit Response' and 'Set Ball in Court' buttons are now located under the new 'Actions' column at the right side of the workflow table. Additionally, attachments located within a submittal workflow are now able to be opened as clickable links for quicker access and viewing. 

SUBMITTALS simplified close and distribute process (14/11/2023) 

Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where the distribution list is automatically added to the CC field, you can choose to create a revision upon distribution, and you can select which responses, comments, and attachments to include. See Distribute a Submittal.

SUBMITTALS TOOL MODERNISED Change History (02/11/2023) 

Procore has released design and performance updates to the change history page for individual submittals. Page navigation has been added to improve the navigation experience for Submittals with many changes. These updates provide users with a more consistent and optimised experience in Procore. See View the Change History of a Submittal.


Tasks (Project Level)

No recent notable changes.


Timesheets (Project Level)

Configurable Break Tracking (07/19/2023)

Procore has added new lunch break tracking options to Project level Timesheets, allowing more flexibility to align with internal processes, and meet local regulations. Configure your project’s lunch break settings to not track breaks, or to track total break time or start and stop times. Read the Announcement and tutorials to Create Timesheets on Web, iOS, and Android.


Daywork Sheets (Project Level)

No notable changes.


Transmittals (Project Level)

No recent notable changes.


Integrations

DocuSign


Procore Analytics


Procore Data Extract


Project Financials + Acumatica Cloud ERP Connector


Project Financials + MRI Platform X® Connector


Project Financials + Sage Intacct® Connector


Project Financials + Yardi Voyager® Connector


Project Financials + CMiC Connector


Project Financials + Xero™ Connector


Project Financials + NetSuite® Connector


QuickBooks® Desktop


QuickBooks® Online


Sage 100 Contractor®


Sage 300 CRE®


Integration by Procore: Viewpoint® Spectrum®


Integration by Ryvit: Viewpoint® Vista™


Platform

Platform

New IMAGE Presentation in PDF exports (01/06/2023)

Due to changes by our third-party PDF vendor, only the first 300 images that are attached to a single Procore item will display with thumbnail images in an exported PDF. Any additional images display as hyperlinks in the PDF. 


Procore Search

No recent notable changes.