Lançamentos de produtos

set and apply project templates in the bid board tool (02/08/2023) 

You can now set multiple projects as templates and apply them to other projects within the Bid Board tool. See Apply a Template in the Bid Board Tool and Set a Bid Board Project as a Template.

change column from 'requested bid item' to 'cost code' IN THE BID BOARD TOOL (02/06/2023) 

A ‘Requested Bid Item’ column has been added for estimates in the Bid Board. See Add Estimates in the Bid Board Tool. After a project has been added to the Portfolio tool in Procore, you can switch the column name from ‘Requested Bid Item’ to ‘Cost Code’ to select your own cost codes.

Email Notifications For Assignees in the Bid Board Tool (12/14/2022)

Emails are now sent to a user if they are assigned as 'Estimator' for a project, assigned to a task, or are mentioned in a note. See Add a Project to the Bid Board, Add or Manage Tasks in a Bid Board Project, and Add or Manage Notes in a Bid Board Project.

Granular Permissions Now Available for the Bid Board Tool (11/22/2022)

There are now five Bid Board granular permissions that can be configured for Company level permission templates within the Permissions tool. See Grant Granular Permissions in a Company Permissions Template. This allows more flexibility between 'Read Only' and 'Standard' permission levels.
Note: The only granular permission available to configure for 'Standard' level permissions is 'Can Access Projects for All Users', while all other permissions can be configured for 'Read Only' level permissions.

Select a Project Template When Adding a Project to the Portfolio (10/19/2022)

A 'Project Template' menu has been added to the Add to Portfolio functionality in the Bid Board tool that allows you to select from existing project templates to apply to a new project. See Add a Bid Board Project to the Portfolio Tool.

Additional Colors Added for Labeling Project Stages (09/26/2022)

There are now 16 colors to chose from for labeling project stages in the Bid Board tool. Colors can be selected in the Rename Project Stages area of the tool. See Edit Project Stages on the Bid Board.

Bid Board Tool Now Available in Procore (09/21/2022)

A new Company level 'Bid Board' tool is now available in Procore for accounts with the Estimating product. This tool allows you and your team to view and manage all bids that you've been invited to and complete the takeoff and estimating process- all from one tool in Procore. See Bid Board.

'taxable' field NOW available for cost catalog items (02/15/2023) 

A 'Taxable' field is now available when adding or editing a cost catalog item in the Cost Catalog tool. See Add Items to the Cost Catalog. Previously, the material tax was applied by default and could only be changed in the Estimating tool. The 'Taxable' field has also been extended to XLS files for bulk updates to cost catalog items. See Import Cost Catalog Items.

'Labor' Type Now Supported for Assemblies (05/05/2022)

The 'Labor' cost catalog type can now be selected for assemblies in the Cost Catalog. Previously, the ability to account for labor in the Cost Catalog and Estimating tools was limited. This release provides more flexibility and helps to ensure that estimates are accurately represented. See Create Assemblies for a Cost Catalog.

'Weeks' and 'Months' Now Available for Labor Cost Catalog Item Type (02/02/2022)

In addition to Minutes, Hours, and Days, you can now use Weeks and Months to measure labor. See Add Items to a Cost Catalog.

New 'EPD URL' Field for Catalaog Item Details (01/31/2022)

A 'EPD url' field has been added to the Catalog Details section of a cost catalog item. See Add Items to a Cost Catalog. 'EPD' is used for environmental declarations that are published online.

New View-Only Mode for Microsoft Office 365® Files in the Documents Tool (03/10/2022) 

Procore has made a change to the Documents tool that allows users to view Microsoft files in the Microsoft Office 365 viewer without needing to sign in to an account. See View a File in Microsoft Office 365 Using the Documents Tool.  Previously, only users with a Microsoft Office 365 account could open Office 365 files from the Documents tool, and the viewer automatically opened to Edit mode. See Open or Edit a File in Microsoft Office 365 Using the Documents Tool.

Unlink Subcontractor Invoices Synced with ERP (04/12/2022)

When a Procore project's subcontractor invoices are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor invoice then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.

For more information on a specific ERP integration see:

• QuickBooks® Desktop: Unlink Subcontractor Invoices Synced with ERP
• Sage 300 CRE®: Unlink Subcontractor Invoices Synced with ERP
• Sage 100 Contractor®: Unlink Subcontractor Invoices Synced with ERP
• Sage Intacct®: Unlink Subcontractor Invoices Synced with ERP
• Yardi Voyager®: Unlink Subcontractor Invoices Synced with ERP
• MRI Platform X®: Unlink Subcontractor Invoices Synced with ERP
• Acumatica Cloud ERP: Unlink Subcontractor Invoices Synced with ERP
• Integração do Ryvit: Unlink Subcontractor Invoices Synced with ERP

ability to merge estimates (01/19/2023)

If you have multiple estimates and change orders that you would like to merge into one estimate, you can now use the merge feature. This allows you to combine the group items of multiple estimates and change orders into one single estimate without deleting the original estimate. See Merge Estimates.

New 'cost code' column on the estimating tab (01/17/2023)

Procore has added a new 'Cost Code' column to the Estimating tab to allow you to quickly select a cost code for a line item. Previously, cost codes could only be selected through the Edit Item menu. See Edit an Estimate.

Automated area Takeoff for Roofing plans (10/20/2022)

The Automated Area Takeoff feature now includes Roofing as an option, which will allow you to run automated area detection for roofing plans. See Run Automated Area Takeoffs.

Edit and Replace Parts in Assemblies (10/13/2022)

You can now edit and replace cost catalog item assembly parts in the Estimating tool, which helps to ensure that you can assign proper prices, description, cost codes to material parts. This is especially beneficial for "virtual" parts created under takeoffs (paint, surface area, weight, etc.) that don't have a material assigned. See Edit an Estimate.

Surface Area Parameter Added for Area / Volume TakeOffs (10/11/2022)

You can now select 'Surface Area' as an additional parameter for Area or Volume takeoffs. See Add Area or Volume Takeoffs. When Surface Area is selected, you can choose to include all sides, the top, or bottom. The Surface Area information for the takeoff will be reflected on the relevant estimate in the Estimating tab.

Automated area Takeoff for concrete plans (08/15/2022)

As a follow-up to Procore's recent Automated Area Takeoff release for floor plans, you can now run automated area detection for concrete. See Run Automated Area Takeoffs.

Automated area Takeoff for Floor plans (06/03/2022)

Procore has added a new Automated Area Takeoff feature for the Takeoff tab in the Estimating tool. See Run Automated Area Takeoffs (or see this tutorial for the standalone Procore Estimating application).

Instead of needing to manually trace outlines of each room while adding a takeoff on a floor plan, you can now click one button to have Procore run a room detection across one or multiple drawings. After the detection is complete, you can select all the detected areas for a drawing at once, or select specific rooms individually. This feature significantly helps to save time and improve efficiency during the takeoff and estimating process.

New Circle Mode for area Takeoffs (06/01/2022)

Procore has added a new 'Circle mode' that can be used on area takeoffs in the Estimating tool. With the Circle tool, you can quickly and easily add circular takeoffs as needed. See Add Area or Volume Takeoffs.

Global Estimating Settings Moved to the Company Level Admin Tool (04/01/2022)

To be more consistent with how default tool settings are managed for projects in Procore, the global settings for Estimating projects have been moved to the Company level Admin tool. See Configure Default Estimating Settings. The measurement unit can still be changed in a project's Estimating tool as needed. See Configure Settings: Estimating.