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Below are notable changes for the Procore web application for the week ending Friday, November 18, 2022.
Activate and Deactivate budget codes
Users with 'Admin' level permissions on the Project Admin tool can now deactivate budget codes on a project. Deactivating budget codes prevents others from assigning an unneeded or unwanted budget code to the financial line items in Procore's Project Financials tools. Users also have the ability to reactivate codes as needed. Also included with this release is the option to update budget code descriptions from the project's Admin and/or Budget tools. See Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes.
NEW GRANULAR PERMISSIONS FOR PROJECT LEVEL Meetings TOOL
Procore has added new granular permissions for the Project level Meetings tool to allow users with 'Read Only' or 'Standard' level permissions on the tool to complete various tasks. See Grant Granular Permissions in a Project Permissions Template.
No notable changes.
Search for Action Plan Items
Procore has added the ability to search for Plan Items within an individual Action Plan. Search for the titles of sections or items or for acceptance criteria or notes to easily find the Plan Items you are looking for. To learn how, see Search Action Plan Items.
New Inspections Programr
With Procore’s new Inspection Programr, you can program future or recurring inspections using an existing Inspection Project Template. This new feature allows companies to automate inspection timelines, saving time and ensuring projects run on program. Read the Announcement and tutorials to Create an Inspection Program and View Inspection Programs.
NEW! Release retention on commitment progress claims with PROJECT FINANCIALS + YARDI VOYAGER® CONNECTOR
Users can now initiate progress claim retention release from Procore and the retention release transactions will be automatically created in Yardi Voyager®.
Progress Claim Management: Bulk Editing & Grouping Options for billing
For participants in the Beta experience for subcontractor progress claims, Procore is pleased to announce new bulk editing and grouping options on the Schedule of Values (SOV). Updating progress claims can be time consuming, especially when working with SOVs. With this update, users can now group SOV line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the SOV's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items. To learn more, see Progress Claim Management: Bulk Editing & Grouping Options for Billing.
No notable changes.
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