Procore Release Notes

Core Tools

Admin (Company Level)

SUMMARY OF CHANGE NEW PROJECT TEMPLATE MANAGEMENT SPACE

Company Admins have a new, centralized page for managing project templates, separate from the main projects list. This reduces clutter and the risk of accidental edits, along with the following functionality:

• Designate a template as the company default so it is pre-selected every time a new project is created.
• Easily see which projects were created from a specific template.

EXPANDED PROCORE EXPLORE FOR ENHANCED PROGRAM ACCESS

Procore has expanded the Procore Explore feature to support a broader range of pre-release programs, including External Pilots and Closed Betas, enhancing the ability for Company Admin Users to participate in these programs.

UNLIMITED PROJECT CREATION AT PROCORE

Procore has removed the project creation limit in the Admin tool. This change allows users to create an unlimited number of projects and work more seamlessly. Customers can also create more project templates and test projects, as they no longer count toward a project cap. Learn more about creating new projects.

Admin (Project Level)

SUMMARY OF CHANGE NEW PROJECT TEMPLATE MANAGEMENT SPACE

Company Admins have a new, centralized page for managing project templates, separate from the main projects list. This reduces clutter and the risk of accidental edits, along with the following functionality:

• Designate a template as the company default so it is pre-selected every time a new project is created.
• Easily see which projects were created from a specific template.

NEW TOOL SETTINGS NOW GENERALLY AVAILABLE

Procore has successfully launched a new Tool Settings page, replacing the "Active Tools" page within the Project Admin tool. The Tool Settings page consolidates over 120 different settings pages, streamlining the configuration process for Procore users. To learn more, see Manage Consolidated Tool Settings.

UNLIMITED PROJECT CREATION AT PROCORE

Procore has removed the project creation limit in the Admin tool. This change allows users to create an unlimited number of projects and work more seamlessly. Customers can also create more project templates and test projects, as they no longer count toward a project cap. Learn more about creating new projects.

Portfolio (Company Level)

SUMMARY OF CHANGE ENHANCED PLATFORM TO IMPROVE THE LEGACY EXPERIENCE OF PORTFOLIO

Procore has successfully integrated a new engagement platform to power the legacy experience of the Portfolio tool. This update includes a data integration for the 'My Open Items' lists on the Portfolio tool home page, ensuring consistency across the Procore product. The 'My Open Items' feature also ensures accurate and performant data, including project-level and company-wide items and new support for Budget Changes and Document Management.

Reports (Company Level)

SUMMARY OF CHANGE PROCORE ASSIST REPORTS INCLUDE PRECONSTRUCTION DATASET

Procore's AI tool Assist can now answer quantitative questions and build reports from your Preconstruction data (Estimating and Bidding 1.0). Procore Assist users with 'Standard' level permissions or higher in 360 Reporting can access data from tools where they have the required permissions.

ENHANCED DATA COVERAGE FOR DIRECTORY & PORTFOLIO IN 360 REPORTING NOW GENERALLY AVAILABLE

Procore expanded data coverage in the Directory & Portfolio dataset to include objects for Project Granular Permissions, Company Granular Permissions, and Project Tool Configuration. This enables users to generate detailed reports on user access, company data, and project setups. To learn more, see the 360 Reporting: Data Guide.

ENHANCED DATA COVERAGE FOR ESTIMATING IN 360 REPORTING NOW GENERALLY AVAILABLE

Procore expanded data coverage in Estimating to support improved reporting capabilities within 360 Reporting. The Estimating feature now includes new models such as AProject Note, Project Task, and Project Document, enabling users to create more comprehensive and insightful reports. To learn more, see the 360 Reporting: Data Guide.

Reports (Project Level)

SUMMARY OF CHANGE PROCORE ASSIST REPORTS INCLUDE PRECONSTRUCTION DATASET

Procore's AI tool Assist can now answer quantitative questions and build reports from your Preconstruction data (Estimating and Bidding 1.0). Procore Assist users with 'Standard' level permissions or higher in 360 Reporting can access data from tools where they have the required permissions.

Tasks (Project Level)

SUMMARY OF CHANGE MODERNIZED TASKS SETTINGS

The Tasks configuration settings area has a more intuitive layout and design. There are no major changes to functionality.

Preconstruction

Bidding (Project Level)

SUMMARY OF CHANGE BID LEVELING NOTES

The Bid Leveling Notes feature allows you to add specific notes for each bidder directly within the bid leveling phase of the project. This functionality helps you document and track communication, considerations, and other important information related to each bidder's submission. The Bid Leveling Notes apply to the entire bid rather than a specific line item. See Add Bid Leveling Notes to a Bidder.

BID LEVELING NOW GENERALLY AVAILABLE

The ability to level bids is now available to all customers that are using the Enhanced Bid Management Experience. Bid leveling allows Admin users to modify bids, and others to view the bids side-by-side. See Level Bids for a Bid Form.

Project Management

Coordination Issues (Project Level)

SUMMARY OF CHANGE MODERNIZED COORDINATION ISSUES: REDESIGNED SETTINGS & ENHANCED CSV EXPORTS

The Coordination Issues Settings page has been redesigned to align with Procore's modernized user experience for a more intuitive feel. The CSV report export has also been updated to include new data fields, ensuring more comprehensive and accurate reporting. Together, these enhancements create a more seamless and powerful workflow for managing your project's coordination issues. See Configure Advanced Settings: Coordination Issues and Export a List of Coordination Issues.

IMPROVED FILE UPLOADS FOR COORDINATION ISSUES

Procore has improved the file upload functionality by preventing the upload of empty files across the web, addressing user concerns about data loss. The BIM Coordination Issues feature now restricts 0-byte uploads, ensuring data integrity and a consistent user experience. To learn more, see Create a Coordination Issue.

Daily Log (Project Level)

SUMMARY OF CHANGE ENHANCED "GO TO TODAY" BUTTON IN DAILY LOG

Procore has improved the "Today" button in the Daily Log to enhance clarity and usability, allowing users to easily recognize its purpose and quickly navigate back to the current date.

Drawings (Project Level)

SUMMARY OF CHANGE MODERNIZED DRAWINGS TOOL EXPERIENCE

Procore has updated the Drawings tool by replacing the old data table with a new one, aligning with new design patterns for a modernized User Interface. The Drawings tool now offers a more consistent and intuitive experience, offering a more modern look and feel without any loss of functionality.

Incidents (Project Level)

SUMMARY OF CHANGE UNIFIED OBSERVATION TYPE SELECTION IN INCIDENTS

Procore has streamlined the process of creating Observations from Incidents by aligning the category/type dropdown in the Incidents tool with the Observations tool. This enhancement ensures a consistent and seamless experience for users, allowing them to easily search for and select the desired Observation category.

RFIs (Project Level)

SUMMARY OF CHANGE DRAFT RFI AGENT NOW IN OPEN BETA

Procore has introduced the AI-powered Draft RFI Agent, designed to assist users in drafting RFIs efficiently by generating the subject, question, cost and schedule impact fields based on simple text input. The Draft RFI Agent reduces manual effort, improves clarity, and prevents unnecessary RFIs.

RFI REVISIONS FOR RFIS NOW GENERALLY AVAILABLE

Procore has added the ability to issue revisions to RFIs within the RFI tool. This functionality provides a clear, straightforward process for updating RFIs that have already been closed. To learn more, see Revise an RFI.

Specifications (Project Level)

SUMMARY OF CHANGE UNIFIED SPECIFICATION LISTING FOR MOBILE

Procore has unified the specification listing on both iOS and Android platforms, ensuring consistency whether the Specifications by Area feature is enabled or disabled. The Specification Picker, used by multiple tools such as Observations, RFIs, and Inspections, has also been standardized to deliver a consistent user experience.

MODERNIZED EXPERIENCE

Procore has modernized the Specifications tool by updating the old Settings page and Specifications by Area page with updated design patterns, offering a more modern look and feel without any loss of functionality.

Submittals (Project Level)

SUMMARY OF CHANGE MODERNIZED SUBMITTALS SETTINGS

The Submittals configuration settings area has a more intuitive layout and design. There are no major changes to functionality.

Financial Management

Direct Costs

SUMMARY OF CHANGE BETA COMPANY DIRECT COSTS

Procore introduces the new Direct Cost Tool to enhance financial management capabilities for General Contractors, streamlining the process of managing and tracking direct costs. The new Company Direct Costs tool provides a more efficient and accurate way to track expenses, improving financial transparency and control across projects. To learn more, see the Company level Direct Costs.

Workforce Management

Resource Planning (Company Level)

SUMMARY OF CHANGE MANAGE RESOURCE PLANNING DATA FROM THE COMPANY DIRECTORY

You can now manage people's Resource Planning information from the Company Directory, including adding them to the Resource Planning tool. This allows you to see all people information in one centralized place, reducing confusion and decreasing double data entry. See Edit People Information for Resource Planning.

Timesheets (Project Level)

SUMMARY OF CHANGE ADD NOTES TO TIMESHEET QUANTITIES

You can now add notes when you track production quantities in Timesheets. This helps you explain what you installed, which improves real-time insights and accountability. See Add Quantities to a Timesheet.

App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/

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Core Tools

Admin (Company Level)

SUMMARY OF CHANGE

ARCHIVE COMPANY LEVEL FORM TEMPLATES Procore has introduced the ability to archive Form templates at the company level, enhancing the management of form templates. Admins could archive templates, preventing their use in new project-level form creation while preserving all existing project-level form data. This enhancement helps to maintain an organized and efficient workflow by avoiding the use of outdated templates and reducing clutter.

Documents (Company Level)

SUMMARY OF CHANGE

DEPRECATION OF 'NAME_WITH_PATH' FIELD IN DOCUMENTS API Procore has deprecated the 'name_with_path' field in the Documents API, affecting the v1.0 API for the Company Level Documents Tool. The v1.0 API has been replaced by the v2.0 API, which offers a new response format and removes the 'name_with_path' field from the response views.

Documents (Project Level)

SUMMARY OF CHANGE

EXTRACT VIEWPOINTS FROM AUTODESK4 NAVISWORKS4 FOR PUBLISHING VIEWS Procore has introduced a new feature that allows users to add viewpoints from a model file in Autodesk4 Navisworks4 directly from the Documents tool. The Add Views feature enables users to select and publish up to 200 views, enhancing the ability to visualize and interact with model data. To learn more, see Publish a Model with the Documents Tool.

MODERNIZED DOCUMENTS TOOL WITH NGX DESIGN Procore has enhanced the Documents tool by modernizing its User Interface (UI) to align with NGX design patterns. The Settings and Email pages have been replaced with new NGX design pages, offering a more modern look and feel without any loss of functionality.

DEPRECATION OF 'NAME_WITH_PATH' FIELD IN DOCUMENTS API Procore has deprecated the 'name_with_path' field in the Documents API, affecting the v1.0 API for the Project Level Documents Tool. The v1.0 API has been replaced by the v2.0 API, which offers a new response format and removes the 'name_with_path' field from the response views.

Reports (Company Level)

SUMMARY OF CHANGE

PROCORE ASSIST REPORTS EXPANSION Procore Assist provides North American customers with answers to quantitative questions and creates editable, savable reports. Assist can access data from all source tools in the 360 Reporting tool's Financials, Resource Management, Project Execution, and Directory datasets. Procore Assist users with 'Standard' level permissions or higher on 360 Reporting can access data if they have the required permissions. To learn more, see Get a Custom 360 Report from Assist and What data can Assist access?.

BETA ENHANCED DATA COVERAGE FOR ESTIMATING IN 360 REPORTING Procore expanded data coverage in Estimating to support improved reporting capabilities within 360 Reporting. The Estimating feature now includes new models such as Project Note, Project Task, and Project Document, enabling users to create more comprehensive and insightful reports. To learn more, see the 360 Reporting: Data Guide.

Reports (Project Level)

SUMMARY OF CHANGE

PROCORE ASSIST REPORTS EXPANSION Procore Assist provides North American customers with answers to quantitative questions and creates editable, savable reports. Assist can access data from all source tools in the 360 Reporting tool's Financials, Resource Management, Project Execution, and Directory datasets. Procore Assist users with 'Standard' level permissions or higher on 360 Reporting can access data if they have the required permissions. To learn more, see Get a Custom 360 Report from Assist and What data can Assist access?.

Workflows

SUMMARY OF CHANGE

ENHANCED MOBILE WORKFLOW FUNCTIONALITY WITH CONDITIONAL LOGIC Procore is expanding mobile workflow capabilities to include support for conditional logic and descriptions, aligning mobile functionality with the web platform. This enhancement ensures that users with the required permissions can see the name of the specific conditional step and its result within the history. This update provides mobile users improved clarity into conditional logic, reducing potential confusion and workflow interruptions. Users can now confidently navigate workflows with clear messaging. To learn more, see View Complete Workflow History as a Workflow Participant.

NOTE This feature applies only to Correspondence.

Preconstruction

Bidding (Project Level)

SUMMARY OF CHANGE

CONSISTENT USER EXPERIENCE WITH BIDDING NGX PHASE 1 Procore has launched Bidding NGX Phase 1 to provide a consistent user interface across all Procore products, enhancing user experience by reducing friction and confusion. The Bidding Tool Settings, Permissions Table, Project Admin Tool Configuration Settings, and Correspondence have been aligned with Procore's design patterns.

BID LEVELING NOW GENERALLY AVAILABLE The ability to level bids is generally available to all bidding customers in the United States, Canada, and Mexico, that are using the Enhanced Bid Management Experience. Bid leveling allows Admin users to modify bids, and others to view the bids side-by-side. It will be made available to all regions by 23 September 2025. See Level Bids for a Bid Form.

Estimating (Project Level)

SUMMARY OF CHANGE

EXPANDED ADJUSTMENTS AND COMPOUNDING IN ESTIMATING Create custom markups with new formulas for pre and post-tax calculations. You can now use lump sums, basic calculations, or compounding formulas, and apply the markups to specific parts of your estimate for more flexibility. See Add Adjustments to an Estimate.

Project Management

Coordination Issues (Project Level)

SUMMARY OF CHANGE

ENHANCED USER EXPERIENCE FOR COORDINATION ISSUES TOOL Coordination Issues now has a modernized, more intuitive layout and design. This upgrade enhances performance, usability, and accessibility. It also provides a streamlined and standardized design across the tool's Home page, side panel, and more. To learn more about the next generation experience, see Coordination Issues.

Inspections (Company Level)

SUMMARY OF CHANGE

IMPROVED INSPECTIONS TEMPLATE MANAGEMENT Procore has improved the inspection templates by addressing issues related to editing custom response types. The Inspections tool now alerts you when changes to response options might impact inspections, ensuring you are informed and can quickly correct any issues. To learn more, see Why am I seeing a 'Some Templates Need Updates' warning banner?.

Inspections (Company Level)

SUMMARY OF CHANGE

CREATE RESINSPECTIONS NOW AVAILABLE Procore has enhanced the reinspection process to help you track quality and safety more efficiently. You can now reinspect closed inspections, carrying over original responses and linking the new inspection for streamlined reporting. To learn more, see Create a Reinspection.

Meetings (Project Level)

SUMMARY OF CHANGE

MEETINGS NOW CARRYOVER FROM PROJECT TEMPLATES Procore has introduced the automatic carryover of meetings from project templates, addressing a key workflow gap for construction teams. This functionality now allows teams to standardize kickoff processes, reduce repetitive setup work, and ensure no critical agenda items are missed. To learn more, see What gets copied over to a new project from a project template?.

Punch List (Project Level)

SUMMARY OF CHANGE

MODERNIZED PUNCH LIST EXPERIENCE The Punch List now has a modernized, more intuitive layout and design. There are no major changes to functionality. See, Create a Punch List Item.

RFIs (Project Level)

SUMMARY OF CHANGE

ENHANCED RFI EXPORT FUNCTIONALITY Procore has improved the RFI export feature to preserve user-applied customizations in the list view. The RFI tool now ensures that filters, sorting, column order, and custom field columns are accurately reflected in PDF and CSV exports. To learn more, see Export RFIs to CSV or PDF.

Financial Management

Budget (Project Level)

SUMMARY OF CHANGE

'STATUS' FILTER FOR OWNER INVOICES NOW GENERALLY AVAILABLE Procore's new 'Status' filter for 'Owner Invoice' in budget views is now generally available. When an administrator adds the 'Owner Invoice' column to a budget view, your users can now filter budget items by owner invoice status: Draft, Under Review, Revise & Resubmit, and Approved. To learn more, see Set up a New Budget View.

BUDGET CODE ATTRIBUTES FOR WORK BREAKDOWN STRUCTURE NOW GENERALLY AVAILABLE Procore has introduced the ability to create and assign attributes at the budget code level, enhancing flexibility and customization for users. The Budget tool now supports attribute grouping and filtering, as well as budget export capabilities. This program can be enabled by a user with 'Admin' permissions on the Company Admin tool using Procore Explore. If you don't have Procore Explore, contact your Procore point of contact. To learn more, see About Budget Code Attributes.

MODERNIZED CHANGE HISTORY EXPERIENCE IN BUDGET TOOL The user interface for the Budget tool99s Change History page has been modernized to provide a more seamless, user-friendly experience. There is no change to functionality. However, the table has been updated, users can now select cost code, cost type, and sub job filters from drop-down lists or click the Filters button to open a list of filters in the side panel. There is no change to functionality. See View and Filter the Change History of the Budget.

PROJECT STATUS SNAPSHOTS IS NOW GENERALLY AVAILABLE Procore is pleased to introduce Project Status Snapshots, which streamlines recurring budget forecasting and status reporting with dedicated budget snapshot types. It also provides instant variance analysis and centralized management for improved project oversight. For details, see About Project Status Snapshots for the Budget Tool. This feature works with the new Company Level Project Status Snapshots tool.

Change Events

SUMMARY OF CHANGE

ENHANCED CHANGE EVENTS MANAGEMENT WITH NO LINE ITEMS TABLE Procore has introduced a new tab in the Change Events tool that displays change events that do not have any line items associated with them. This eliminates the previous behavior where they were hidden from view and difficult to locate.

CONFIGURE DEFAULT CHANGE REASON TO EMPTY FOR NEW CHANGE EVENTS Procore is excited to announce a new feature available in Procore Explore: the default setting for the 'Change Reason' field on new change events can now be set to null. Users must actively select the reason, ensuring accurate records. This saves time by removing the need to delete pre-filled information and also helps to improve data accuracy when using Change Events with the ERP Integrations tool. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. To learn more, see Create Change Events.

MODERNIZED PAGES IN CHANGE EVENTS TOOL The user interface for the Related Items, Comments, Email, Change History, and Advanced Settings page in the Project level Change Events tool has been modernized to provide a more seamless, user-friendly experience.

CONFIGURE DEFAULT CHANGE REASON TO EMPTY FOR NEW CHANGE EVENTS Procore is excited to announce a new feature available in Procore Explore: the default setting for the 'Change Reason' field on new change events is now set to null. Users must actively select the reason, ensuring accurate records. This saves time by removing the need to delete pre-filled information and also helps to improve data accuracy when using Change Events with the ERP Integrations tool. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. To learn more, see Create Change Events.

OPEN LINKED ITEMS FROM OTHER PROCORE TOOLS IN A NEW TAB Procore improved the navigation experience in the Change Events list view by establishing a new pattern for links to Procore items. Users can now click the icon-open-in-new-tab.png icon to open the Procore object in a new browser tab, ensuring users maintain their current place within the tool. See View the Change Events Line Items View.

Commitments (Project Level)

SUMMARY OF CHANGE

IMPROVED COMMITMENT CHANGE ORDER VISIBILITY Procore has improved the visibility of Commitment Change Orders (CCOs) by renaming the Related CO field in the Commitments list. This new name helps users quickly identify the type of change order and understand the relationships between different CCOs. The change streamlines your project management workflow, making it faster and easier to find what you need.

ENHANCED SYNCHRONIZATION OF CONTACT PRIVACY SETTINGS IN COMMITMENTS Procore updated the Contract Privacy settings in the General tab of a commitment, ensuring consistent formatting of user names in drop-down lists. Users can now easily scan the lists to select the correct users in the 'Access for Non-Admin Users' and 'Invoice Contacts' lists. To learn more, see Change the Privacy Settings for a Commitment.

ERP Integrations

SUMMARY OF CHANGE

Project Financials + Yardi Voyager4 Connector

IMPORT YARDI VOYAGER4 JOB AS A SUB JOB TO A PROCORE PROJECT Procore now allows you to import Yardi Voyager4 jobs as sub jobs to a Procore project. This feature enables Yardi Voyager4 users to group multiple Yardi Voyager4 jobs within a single Procore project, making it easier to consolidate all transactions under one job and improve reporting. To enable this feature in your company accounts integrated with Yardi, reach out to your Procore point of contact. For more details, see Import Yardi Job as a Sub Job to a Procore Project.

Invoicing (Project Level)

SUMMARY OF CHANGE

ENHANCED OWNER INVOICE COLUMNS FOR IMPROVED FINANCIAL MANAGEMENT Procore has released additional columns and minor name changes within the Owner Invoice Schedule of Values to enhance financial data visibility and management for construction stakeholders. The Owner Invoice feature now includes columns such as Gross Amount, Net Amount, along with Previous and Current Changes. These additions help you make more informed decisions and streamline financial processes. To learn more, see https://support.procore.com.

COMMITMENT INVOICE COLUMNS: ENHANCEMENTS FOR FINANCIAL MANAGEMENT Procore has introduced additional columns and minor name changes within the Commitment Invoice Schedule of Values section of the Invoice Management solution, enhancing the visibility and management of financial data for construction stakeholders. The Commitment Invoice feature now includes columns such as Gross Amount, Net Amount, and Commitment Value, providing users with detailed invoice information to make informed decisions. To learn more, see https://support.procore.com.

MODERNIZED INVOICE MANAGEMENT TOOL The Invoice Management Tool now has a modernized, more intuitive layout and design. There are no changes to functionality.

ROUTING COMMITMENT INVOICES BASED ON COMMITMENT CUSTOM FIELDS Procore enables users to configure and route Commitment Invoice Workflows based on custom fields set on the parent Commitment. The Commitment Invoice Workflow feature allows users to automate invoice routing, reducing manual intervention and minimizing errors. Learn more about this feature by visiting Create a Workflow Template.

Prime Contracts (Project Level)

SUMMARY OF CHANGE

IMPROVED PRIME CONTRACT CHANGE ORDER VISIBILITY Procore has improved the visibility of Prime Contract Change Orders (PCCOs) by renaming the Related CO field in the Prime Contract list. The new name helps users quickly identify the type of change order and understand the relationships between different PCCOs. This change streamlines your project management workflow, making it faster and easier to find what you need.

App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/

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