Release Notes for 2023-05-01

copy group to projects

The ability to copy a group within an estimate from one project to another project is now available. This feature saves time during the estimating process when pricing similar projects. Previously, groups could only be copied between estimates within the same project. See Copy a Group to Another Project. 

Add Forms as References and Records

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.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED

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.

Projects in Procore Can Now be Exported to CMiC

The Project Financials + CMiC connector previously only allowed for projects to be imported from CMiC into Procore. Now, you can also choose to export projects from Procore to CMiC as a job. Please note that this will create a project in CMiC. A job will still need to be created in CMiC manually.

To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASEd

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.

Improved Export for QuickBooks® 2022 and After

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.