Änderungen nach Tool

'Sub Job' Added as a Configurable Field on Configurable Fieldsets for RFIs (03/18/2021)

When creating or updating configurable fieldsets for the project's RFIs tool, users with the appropriate permissions on the Company level Admin tool can now choose to make the Sub Job field hidden or visible to users who create an RFI in one or more projects. See Create New Configurable Fieldsets and Which fields in the RFIs tool can be configured as required, optional, or hidden?

Create Custom Fields and Custom Sections for RFIs (02/22/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's RFIs tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore has added the ability to create custom sections for the project's RFIs tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below an RFI's 'General Information' section. See Create Custom Sections.

Create Custom Sections for Correspondence Tool (01/28/2021)

The Correspondence tool now supports custom sections that can be created at the company admin level when modifying a fieldset and adding custom fields. A custom section is a separate grouping of 1 or more custom fields. The section name is defined by the user and is respected on web, export PDF and mobile.

Company Level Embedded Experiences (01/22/2021)

Embedded Experiences allow users to access partner applications - all without ever leaving Procore. Now, integrated applications displaying company-level information, like a company level reporting dashboard, are available without having to navigate to a specific project in Procore. Saving users time and providing helpful project insights when you need it most. See Launch an Embedded App in a Company for additional information.

Additional Custom Field Types for Observations Tool (01/20/2021)

Users can now select from following field types when creating custom fields for the project's Observations tool: Company, Project Directory User (Single Select), and Tool User (Single Select). See Create New Custom Fields.

Upload Empty Folders to the Documents Tool (01/11/2021) 

The Documents tool now supports empty folders being uploaded using the drag-and-drop upload method. See Upload Files or Folders to the Company Level Documents Tool. This is useful if you need to create multiple new folders at once, or if you need to create a specific structure of folders for files to be added to. 

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom company report, see Create a Custom Company Report.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Company level Reports tool. See Create a Custom Company Report.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom company reports created in the Company level Reports tool. See Create a Custom Company Report.

Added 'Lookaheads' Source for Custom Company Schedule Tasks Reports (02/16/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom company reports. See Create a Custom Company Report.

New Project Roles Custom Report (11/12/2020)

Procore released a new report called the Project Roles report. This report allows users to report on projects, users, and users' roles on projects. Users with the appropriate permissions can run this report in the Company level Reports tool to easily identify who has been assigned which role on one or more projects. See Create a Custom Company Report.

'Approver Comment' Column Added to Custom Reports for Submittals (10/20/2020)

Users can now include 'Approver Comment' in a custom Submittals report in the Reports tool. This allows users to have visibility into Approver Comments in Submittal reports. See Create a Custom Company Report.

Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (10/16/2020)

'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Company level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Company Report.

Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (10/2/2020)

Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Company Report.

Column Name Changes for Submittal Reports (9/29/2020)

Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Company Report.

• 'Approver Sent Date' is now 'Date Sent to Approver'
• 'Approver Return Date' is 'Date Returned by Approver'
• 'BIC Sent Date' is now 'Date Sent to BIC'
• 'BIC Returned Date' is now 'Date Returned by BIC'

Column Name Change for Financial Reports (9/21/2020)

Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Company Report.

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Company level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Company Report. The following fields are now available as options:

• Meetings: Attachments, Meeting Template, Number Invited, Number Attended, Absent Attendees, Invited, Meeting ID, Assignment, and Meeting #.
• Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
• Photos: Starred and Origin fields.

'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Reporting Options on Requested Changes in Schedule Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Company level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Company Report.

Test Projects & Project Templates Excluded from Company Reports & Dashboards (2/27/2020)

Test projects and project templates will now be excluded from Company Reports and Dashboards. This provides a clearer view of your company's actual projects without needing to manually exclude test projects and templates by name.

Updated Permissions for Company Level Timecard Tool (11/16/2020)

Users with 'Standard' level permissions on the Company level Timecard tool can now and delete their own timecard entries. To learn more, see Edit a Timecard Entry, and Delete a Timecard Entry. This is consistent with the required user permissions in Create a Timecard Entry. It also matches how users interact with time entries in other Procore tools (for example, My Time, Timesheets, and the Daily Log). 

API Support for 'Timesheet Hours' Column in Budget Views (10/4/2020)

For companies not using Procore's Field Productivity tools, you can now develop your own custom or third-party custom integration for inputting your timecard entries into Procore. Your custom integration can input your entries to Procore's Timecard tool using the API, which enables you to view timecard entries in the 'Timesheet Hours' column of a budget view. See Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?

Multi-Tier Approval for Timekeeping Now Supported in Mobile Apps (3/29/2021)

Procore has updated the multi-tier approval feature for timekeeping by expanding the process to support approvals on Procore's mobile apps. Now, mobile users who have been granted 'Read Only' or 'Standard' level permissions on the Project level Timesheets tool with the 'Review & Edit Timesheets' granular permission on the project permission template can create new timesheets in the 'Pending' status and change the status of a timesheet to 'Reviewed' in the Project level Timesheets tool. They can also change the status from 'Pending' to 'Reviewed' on project timesheets that they have permission to view using the Company level Timesheets tool. For details, see Review a Timesheet (Android) and Review a Timesheet (iOS). 'Admin' users can also now Approve a Timesheet (Android) and Approve a Timesheet (iOS). 

Added 'Cost Type' to Custom Reports for the Timesheets Tool (3/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom report, see Create a Custom Company Report and Create a Custom Project Report.

Enhanced the 'Review & Edit Timesheets' Granular Permission (3/22/2021)

Procore has enhanced the privileges for the 'Review & Edit Timesheets' granular permission. Before this update, users with 'Read Only' or 'Standard' level permissions on the Project Timesheets tool who were granted this granular permission could edit any timecard entry in the 'Pending' status. They could also change the status of a timecard entry from 'Pending' to 'Reviewed' in the Project Timesheets tool. With this update, you can now also Edit a Timecard Entry in the Company Level Timesheets Tool, change the status of a timesheet from 'Pending' to 'Reviewed', and perform bulk actions on your project items using the Company Timesheets tool. See Perform Bulk Actions in the Company Level Timesheets Tool, Edit Your Company's Timesheets in Bulk, and Duplicate Your Company's Timesheets in Bulk.

Added a Rounding Option to the Time Increment Drop-Down List (3/17/2021)

Procore has updated the Company level Timesheets tool to add a '1 min' rounding option to the 'Time Increment' drop-down list. To learn how to set rounding rules for your company's timesheets, see Set the Rounding Rule for Your Company Timesheets.

New Multi-Tier Approval for Timekeeping (2/10/2021) 

Procore has updated the Timesheets tools to support multi-tier approval. You'll see the new 'Reviewed' status in the Project level Timesheets tools and a 'Completed' status in the Company level Timesheets tool. This provides your team with improved visibility into timecard entries on a project and also ensures greater accuracy to help ensure that timecard entry mistakes are caught earlier in the review process. We've also updated the permissions templates feature to include a new 'Review & Edit Timesheets' granular permission for the Project level Timesheets tool. You'll also see a new 'Date' column for individual timecard entries. To learn more, see Timesheets: Multi-Tier Approval for Timekeeping.

Apply Rounding Rules to Employee Timesheets (11/9/2020)

Procore has updated the Company level Timesheets tool to provide you with the ability to set a rounding rule for use with time entries. Users with 'Admin' level permissions on the Company Timesheets tool can now set a rounding rule by marking the new 'Rounding on Timecards' checkbox in the Configure Settings page. This setting also lets you set a 'Time Increment' and the 'Rounding Direction.' To learn more about these options, see Set the Rounding Rule for Your Company Timesheets.

New Bulk Actions Menu Options & Improved Pagination (10/16/2020)

Procore has added two new options in the Bulk Actions menu of the Company level Timesheets tool—Edit and Duplicate. To learn more, see Edit Your Company's Timesheets in Bulk and Duplicate Your Company's Timesheets in Bulk. In addition, a new Employees drop-down list lets you select how many employee's appears on a single page. For more details about this update, see Company Timesheets: New Bulk Actions Menu Options & Improved Pagination. 

Pagination on Timesheets (07/17/2020)

To reduce page loading times, Procore has added pagination to the Timesheets tool at both the Project and Company levels.

View a Timecard's Change History (07/16/2020)

Users can now view the Change History of an individual's Timecard in the Company level Timesheets tool. See View a Time Entry in the Company Level Timesheets Tool.

Export Timecard Entries into Sage 300 CRE® (05/08/2020)

Procore has released an update to the Timesheets tool that allows companies who have purchased Resource Management to export timecard entries from Procore into Payroll on Sage 300 CRE®. See Set Up your Payroll Export for use with Sage 300 CRE® and Export Timesheet Data from Procore into Sage 300 CRE®.

Reallocate Timecard Data to Multiple Entries (05/08/2020)

The Company Timesheets tool now includes a feature to split a time entry into multiple entries, allowing users to more easily review and edit hours. With this release, admins can now view a worker's time breakdown across dedicated time type columns (regular time, overtime, etc.) and easily reallocate submitted hours into new timecards containing updated project or time details. See Reallocate Time to New Timecards on the Company Timesheets Tool.

Assign Default Cost Types to Timecard Entries (03/06/2020)

Users with 'Admin' level permissions on the company's Timesheets tool can now select and assign default cost types to timecard entries. This allows for real-time visibility into labor costs on the project's Budget tool. See Configure Advanced Settings: Company Level Timesheets.

Set Bid Due Dates as "To be Determined" (5/14/2020)

Procore has released the ability to create bid packages without selecting an exact due date. This allows you to continue to move projects forward as many project timelines remain uncertain due to the COVID-19 pandemic. See Create a Bid Package.

'Budget Code' Column Now Appears in 'Change Order Line Item's Section of PDF Export (4/15/2021)

The PDF Export file from the project's Change Orders tool now lists the 'Budget Code' and 'Description' in the 'Change Order Line Items' section. See Export a Change Order to PDF. Now, there is a single 'Budget Code' column that shows the cost code/cost type, instead of two separate 'Cost Code' and 'Cost Type' columns. For details, see What is a budget code?

Improved Search now includes the Change Orders Tool (9/14/2020) 

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the following fields for matches when you perform a search for purchase orders: Number (#), Title, Bill To, Ship To, Contract Company, Description, Payment Terms, and Ship Via. The system also searches these fields for subcontracts: Number (#), Title, Contract Company, Description, Inclusions, and Exclusions. For both purchase orders and subcontracts, Procore has also added type-ahead search capabilities on the Contract # and Title fields. See Search for Items Within a Project Using Procore Search.

New 'Procore Labor Productivity Cost' Budget View (7/14/2020)

Procore released a new 'Procore Labor Productivity Cost' view in the Company Admin tool's list of standard budget views. With this view, you can now add and import production units to a project's budget in Procore's Financial Management tools:  Budget, Change Events, and Change Orders. It also interacts with the Timecards, Timesheets and the Reports tools. To learn more, see Project Financials: New 'Procore Labor Productivity Cost' Budget View.

Consistent & Custom Units of Measure (3/31/2020)

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Removed Sidebar from Change Orders Tool (2/26/2020)

As part of a larger design effort to progressively remove the right sidebar from all Procore tools, Procore has removed the side bar from the Change Orders tools. To learn more, see Change Orders: Removed Sidebar from Change Orders Tool. 

Enhanced Financial Line Item Experience Added to Change Orders Tool (2/25/2020)

Procore has released enhanced financial line item experience for the Change Orders tool. This update is a next step to Procore's larger initiative, which was released in January 2020, that added the enhanced line item experience to Procore's Project Financials tools. For more detail about the enhanced experience, see Project Financials: Enhanced Financial Line Item Experience.

New Procore Default Fields for Coordination Issues (04/22/2021)

Procore has added 3 new fields to the Coordination Issues tool (Priority, Type, and Trade) that can be used for entering additional information The 'Priority' and 'Type' fields have a fixed set of values, while the 'Trade' field includes any trades currently listed in your organization's Company Settings. See Add a Custom Trade.

The new fields are automatically enabled for the Procore Default fieldset, meaning they will appear on any projects that are not currently using a custom fieldset. If you want to adjust the fields, you can create a new configurable fieldset to apply to projects. See Create New Configurable Fieldsets.
Note: The new fields are not automatically enabled for fieldsets that were previously created. See Edit Configurable Fieldsets if you want to add the new fields to existing fieldsets. 

View Coordination Issues in the Web Viewer of the Models Tool (04/19/2021)

The Models tool viewer in the Procore web application has been updated to allow you to view coordination issues associated with a model. This provides an easier and more efficient way for all users to view coordination issues. See View Coordination Issues.

Ability to Attach PDFs to New Coordination Issues from Web (03/12/2021)

When creating a new coordination issue in the Procore web application, you can now add PDF files to the Attachments field. See Create a Coordination Issue. This is useful if you want to include visual references for the coordination issue. After adding images or PDFs as attachments, they can be previewed in the viewer for the coordination issue.

Create Configurable Fieldsets for the Coordination Issues Tool (01/19/2021)

Company Admins can now create new configurable fieldsets for the Coordination Issues tool in order to designate which fields are required, optional, or hidden within projects. See Create New Configurable Fieldsets.

With the ability to customize fields, you can ensure important information related to coordination issues is entered, and later create custom reports off this customized data. See Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?

Create New Coordination Issues from Drawing Markups (11/10/2020)

As an expansion to the previous release that allowed existing coordination issues to be linked to all drawing markup types, you can now create new coordination issues on drawing markups. See Create or Link Coordination Issues on a Drawing. The coordination issue creation experience has been moved to a right side panel, preserving a complete view of the underlying drawing. After creating a new coordination issue on a drawing markup, publish the markup to ensure collaborators can view the associated coordination issue on the drawing. The coordination issue will include a snapshot of the marked-up drawing area, and a hyperlink to the drawing will automatically be added to the coordination issue for easy reference. 

Link Existing Coordination Issues on Drawings Using Other Markup Types (09/14/2020)

You can now link existing coordination issues from the Coordination Issues tool to other markup types on a drawing in the Drawings tool, as opposed to only being able to add pins on a drawing to link to coordination issues. See Create or Link Coordination Issues on a Drawing.

Being able to choose from more commonly used markup types (such as clouds, arrows and boxes) for linking existing coordination issues helps ensure the nature of an issue is clear and leads to a more seamless design review process in Procore. See Link Items on a Drawing. 

View Coordination Issues on Model Web Viewer (07/13/2020)

Procore has released an integration between the Coordination Issues tool and the Models tool that allows users to view any Coordination Issue created in the mobile viewer or the Navisworks® plugin directly in the Procore web viewer. From the Coordination Issues tool on the web, users will also be able to navigate to the location of the issue from viewing the model in the Models tool. See View a Coordination Issue.

Activity Feed on List View Side Panel (06/05/2020)

As an improvement to the list view side panel introduced in April, the list view now includes the Activity Feed so users can quickly review all issue history, @comment collaborators, and more without opening a new browser tab. See View a Coordination Issue.

List View Improvements for Coordination Issues (04/02/2020)

Users reviewing coordination issues in the Coordination Issues tool on the Procore web application can now click anywhere in an issue's row to open a side panel that displays additional details of the issue without navigating away from the Coordination Issues dashboard. See View a Coordination Issue.

New Procore Plugin Filter Options (03/13/2020)

The Procore plugin now allows users to filter issues marked as "Closed" and "Moved to Observations." This release also includes the restructuring of the viewpoints folders to include folders by status when users save an NWD through the Procore plugin.

Move Coordination Issues to Observations (01/17/2020) 

Procore has added a new feature that allows issues to be moved to observations in the Observations tool. When moving a coordination issue to an observation, users will be able to create a new observation that automatically populates information from the coordination issue. See Move a Coordination Issue to an Observation.

Improved Search now includes the Direct Costs Tool (9/14/2020)  

Procore has updated its search capabilities to provide users with more powerful and efficient search results. Procore's project search now looks at the Vendor field for matches and has new type-ahead search capabilities. See Search for Items Within a Project Using Procore Search.

Consistent & Custom Units of Measure (3/31/2020) 

If your organization uses a Unit of Measure (UOM) that is not already in Procore's Unit of Measure Master List, you can add a custom unit of measure. For example, you might want to add the unit of measurement: gallon (gal) to give your users the ability to add items for fuel and/or liquid costs in one of Procore's Project Financials tools. With this update, you'll greater flexibility and improved consistency, particularly for users in specialized trades who require additional units of measure. See Add a Unit of Measure to the Unit of Measure Master List.

Removed Sidebar from Direct Costs Tool (2/26/2020)

As part of a larger design effort to progressively remove the right sidebar from all Procore tools, Procore has removed the side bar from the Change Orders tools. To learn more, see Direct Costs: Removed Sidebar from Direct Costs Tool. 

Enhanced Financial Line Item Experience (1/7/2020) 

To provide you with a more modern and consistent data-entry for financial line items, Procore has released an enhanced  experience for these Project Financial tools: Change Events, Commitments, Direct Costs, and Prime Contracts. For details, see Project Financials: Enhanced Financial Line Item Experience.

Updated Communication Settings for Inbound Email Address (1/19/2021) 

Procore has updated the communication settings for the Project level Emails tool. Users with 'Admin' level permissions to the project's Emails tool will be able to use the communication settings within the Emails tool to control who is able to send emails to the project's inbound email address, see Send An Inbound Email to the Project's Email Tool. 

Increased Custom Field Limit for the Incidents Tool (10/9/2020)

Procore has increased the custom field limit for each component of the Incidents tool from 10 to 15. This includes increased limits for Incident General Information, Injury Illness Records, Property Damage Records, Environmental Records, Near Miss Records, Witness Statements, and Actions. See Create New Custom Fields.

New Body Parts Diagram in 'Body Parts Affected' Menu (6/30/2020)

Procore has added a body parts diagram feature to the 'Body Parts Affected' section of the Injury/Illness Record in the Incidents tool. You can use the body parts diagram to select which part of the body is affected when recording an injury or illness incident. The body diagram distinguishes between upper and lower body parts, front and back, and internal organs such as the heart and lungs. See Add an Injury/Illness Record to an Incident.

Create Custom Fields for Incidents Tool (5/29/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now create custom fields and add them to configurable fieldsets for the Incidents tool. See Create New Custom Fields.

New Options in 'Body Parts Affected' Menu (5/20/2020)

Procore has added new options in the 'Body Parts Affected' selection menu in Injury/Illness record in the project's Incidents tool. These new options include selections accounting for which side of the body is affected, including 'Right Hand', 'Left Leg,' and more. The options in the 'Body Parts Affected' selection menu are also now grouped and organized based on the location of the body parts affected. See Add an Injury/Illness Record to an Incident.

New Configurable Fieldsets for Incident Environmental Records (3/30/2020)

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's environmental records. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

New Configurable Fieldsets for Incident Records and Witness Statements (3/23/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the Incidents tool's property damage records, near miss records, and witness statements. See Which fields in the Incidents tool can be configured as required, optional, or hidden?

Record Witness Statements on Procore's iOS and Android Apps (3/2/2020)

Users can now take audio recordings of witnesses stating their first-hand accounts of incidents, using the Incidents tool Procore iOS and Android apps. Playback for the recordings can be accessed within an incident's witness statement section on either of the mobile apps and on the Procore web app. See Add a Witness Statement to an Incident (iOS) and Add a Witness Statement to an Incident (Android).

Configurable Alerts and Severity for Incident Injury/Illness Records (1/27/2020)

Procore has added two new tabs to the Incidents Tool Settings in the Company level Admin tool called 'Alerts' and 'Severity'. Users with Admin level permissions on the Company level Admin tool can configure a color-coded scale for the severity of injury/illness records based on the records' filing types. Alerts in the form of email or push notifications sent to specified recipient groups can also be configured based on the injury/illness records' severity. See Configure Alerts and Severity for Incidents.

Added 'Cost Type' to Custom Reports for the Timesheets Tool (03/29/2021)

You can now add the 'Cost Type' column to the custom reports that you create for the Timesheets tool. To learn how to create a custom project report, see Create a Custom Project Report.

'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)

Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Project level Reports tool. See Create a Custom Project Report.

New Options to Group or Filter Submittal Report Data by 'Lead Time' (03/05/2021)

Users can now group or filter submittal report data by 'Lead Time' in custom project reports created in the Project level Reports tool. See Create a Custom Project Report.

Added 'Lookaheads' Source for Custom Project Schedule Tasks Reports (02/09/2021)

Procore has added 'Lookaheads' as a source option you can use when creating custom project reports. See Create a Custom Project Report.

New Project Roles Custom Report (11/12/2020)

Procore released a new report called the Project Roles report. This report allows users to report on projects, users, and users' roles on projects. Users with the appropriate permissions can run this report in the Project level Reports tool to easily identify who has been assigned which role on a project. See Create a Custom Project Report.

'Approver Comment' Column Added to Custom Reports for Submittals (10/20/2020)

Users can now include 'Approver Comment' in a custom Submittals report in the Reports tool. This allows users to have visibility into Approver Comments in Submittal reports. See Create a Custom Project Report.

Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (10/16/2020)

'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Project level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Project Report.

Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (10/2/2020)

Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Project Report.

Column Name Changes for Submittals Reports (9/29/2020)

Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Project Report.

• 'Approver Sent Date' is now 'Date Sent to Approver'
• 'Approver Return Date' is 'Date Returned by Approver'
• 'BIC Sent Date' is now 'Date Sent to BIC'
• 'BIC Returned Date' is now 'Date Returned by BIC'

Column Name Change for Financial Reports (9/21/2020)

Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Project Report.

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Project level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Project Report. The following fields are now available as options:

• Meetings: Attachments, Meeting Template, Number Invited, Number Attended, Absent Attendees, Invited, Meeting ID, Assignment, and Meeting #.
• Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
• Photos: Starred and Origin fields.

'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Reporting Options on Requested Changes in Schedule Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Project level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Project Report. A new customizable report with data on pending schedule change requests called 'Change Requests' has also been added to the available Schedule Reports in the Project level Reports tool.

New Subcontractor Section in the Project T&M Tickets Tool (5/18/2021)

Procore has updated the Project level T&M Tickets tool with a new ‘Subcontractor’ section that can be turned ON or OFF in the Company level Admin tool. This new section provides your field teams with the ability to record any work performed on your behalf by your sub-tier subcontractors. It lets you attach any relevant backup documentation to your T&M ticket--ensuring that your clients can easily verify the work and you can seamlessly transfer this information to a change event. See Create a Change Event from a T&M Ticket. The only requirement is that the subcontractor you select must have a company record in the Project level Directory tool (see Add a Company to the Project Directory). 

Download a PDF Copy of a T&M Ticket from a Change Event 'Description' (4/22/2021)

Procore has updated the project's Change Events tool, so when you Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event, you can now click a new Download PDF link in the 'Description' field of the change event to quickly review the T&M Ticket. You can also launch the T&M Tickets tool to view the ticket in Procore by clicking the View Ticket link. For details on this update, see View a Change Event and T&M Tickets: New Connected Change Management Workflows. File attachments on T&M Tickets are also transferred to the 'Attachments' section of the change event, so you can download them with a single click.

New Connected Change Management Workflows (3/15/2021)

Procore has updated the Bulk Actions menu in the project's T&M tickets tool to provide you with the ability to add T&M tickets to a new or existing change event. Line item entries to selected T&M tickets can now be added to a change event, streamlining how you generate change orders to get paid for work performed. See Create a Change Event from a T&M Ticket and Add a T&M Ticket to a Change Event.

Moved the 'Classifications' Tab to the Project Admin Tool (2/22/2021)  

For users who set up and assign classifications to employees and workers for use with the T&M Tickets tool, Procore has moved the settings in the 'Classifications' tab of the Timesheets tool to a new 'Classifications' tab in the Project level Admin tool. Users can now also configure which classifications are available for use with Procore's project timekeeping tools. To learn more, see Field Productivity: Enable Classifications on a Project.

T&M Tickets added to Procore Search (1/26/2021)

Procore has updated its Procore Search feature to include the T&M Tickets tool. For more information, see Which project tools support Procore Search? and What information is searchable using Procore Search?

New Signature Requests for T&M Tickets (12/7/2020)

Procore has updated the T&M Tickets tool so you can now request a customer signature. This gives your customer signee's more flexibility when verifying T&M Tickets and also removes the need to interact in person. When you create a T&M ticket, you can instantly send your customer signee a signature request by email. Signees also have the ability to draw their signature from their desk using either the Procore web application or from the convenience of the field using Procore for Mobile (Android & iOS). For details, see T&M Tickets: Signature Requests.

New Custom Fields for T&M Tickets (10/29/2020)

Procore has updated the Company level Admin tool to give you the ability to create custom fields for the T&M Tickets tool. Creating new custom fields is helpful when your company wants to track extra details related to the T&M tickets created in the field. See Admin: Create Custom Fields for the T&M Tickets Tool.

New Configurable Fieldsets for T&M Tickets (09/29/2020)  

Users 'Admin' level permissions on the Company level Admin tool can now configure fieldsets for the T&M Tickets tool. See Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

Updated Signee Permissions in Procore Web Application for Mobile Users (09/23/2020)

Mobile users with 'Read Only' level permissions or higher on the T&M Tickets tool can now sign tickets using Procore for Android or Procore for iOS. Prior to this release, all users required 'Standard' permissions. In addition to the permissions change, users can only sign a ticket when they are the designated 'Signee' on that ticket. See Sign a T&M Ticket (Android) and Sign a T&M Ticket (iOS). 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.

New Project Level Time & Materials (T&M) Tickets Tool (7/14/2020)

Released the new T&M Tickets tool. This tool provides users with the ability to document, track, and enable visibility into out of scope work from any mobile device through the Procore Android or iOS apps. With this new tool, you can set automatic notifications from the Procore web app or distribute tickets from your mobile device to provide more visibility of T&M exposure to all parties. From the mobile app, users can create, edit, verify, and sign T&M tickets quickly while on site. To learn more about this release, see T&M Tickets: New! Project Level Time & Materials Tickets Tool.