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Procore

2019

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 (22/8/2019)  

Procore has released an update that was developed for companies utilising the automatic financial markup feature for Head Contract Change Orders 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 Change Orders. This mapping ensures that when a Head Contract Change Order (PCCO) 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 PCCO Markups to Sage 300 CRE Estimates.

Added CSV Export Menu Option (7/1/2019) 

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 (8/1/2019) 

Updated the PDF exports in the Head Contract, Variations (all tiers), and Commitments tools to now show tax codes for head contracts and commitments.