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Procore

Release Notes for 2023-04-10

iOS | Android | API | Imports | Extracts | Drive | Data Extract


Below are notable changes for the Procore web application for the week ending Friday, April 7, 2023.

Core Tools

Admin

New Setting for Disabling Overdue Item Email Notifications During Weekends

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.

Directory

Easily Manage Users Access to Projects

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.


Preconstruction

Estimating

add 3D takeoffs

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.


Project Management

Action Plans

Add Meetings as Records

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

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.


Financial Management

ERP Integrations

RELEASE RETENTION ON SUBCONTRACTOR INVOICES SYNCED FROM PROCORE

Users can now enjoy automatic release of retention on subcontractor progress claims in Viewpoint® Vista™ when a subcontractor progress claim is sent over from Procore. 

Job Cost transaction syncing now available!

Users can now sync job cost transaction data from the Sage Intacct® General Ledger to Procore's Direct Costs tool. For more information, see Enable ERP Job Cost Transaction Syncing on a Procore Project, and Sync Job Cost Transactions from an Integrated ERP System to Procore.


Workforce Management

No notable changes.


App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/