Below are the notable changes to the project's Head Contract tool in 2019.
Enhanced Financial Line Item Experience (11/11/2019)
To provide you with a modern, consistent experience across Project Financials, Procore is releasing an updated financial line item experience. Users will have the opportunity to opt-in to preview the new experience during an initial rollout period. The initial rollout will update these Procore project tools: Change Events, Commitments, Direct Costs and Head Contracts. To learn the specifics, see Project Financials: Enhanced Financial Line Item Experience.
Export HCV Markups to Sage 300 CRE Estimates (8/22/2019)
Procore has released an update that was developed for companies utilizing the automatic financial markup feature for Head Contract Variations on Sage 300 CRE®-integrated Head Contracts (see About Procore + Sage 300 CRE). The update allows individual markups to be selected as affecting the Contract Amount and the Estimate Amount when syncing Head Contract Variations. This mapping ensures that when a Head Contract Variation (HCV) is exported from Procore to Sage 300 CRE®, the estimate in Sage 300 CRE® is updated accordingly. Prior to this release, the export from Procore only updated revenue amounts. See ERP Integrations: Export HCV Markups to Sage 300 CRE Estimates.
Added CSV Export Menu Option (1/7/2019)
Updated the Export menu in the top-right corner of the Head Contract tool to add the CSV export option to the list of selections.
PDF Exports Now Show Tax Codes (1/8/2019)
Updated the PDF exports in the Head Contract, Variations (all tiers), and Commitments tools to now show tax codes for head contracts and commitments.