跳转到主内容
Procore

产品发布

Procore 的新功能

访问此页面以了解 Procore 的最新功能和改进。 使用以下标签页可以:

  • 每月发布说明:查看 Procore 每个产品线的重大更改摘要。
  • 网络研讨会:在线了解有关 Procore 的更多信息。
  • 变更(按工具):浏览每个 Procore 工具的显着变更。

请参阅 Procore 的发布说明,了解以下信息:

iOS 应用程序 智能手机 Procore Android 应用程序 - 发布说明API Procore Imports - 发布说明| 导入 |Procore Extracts - 发布说明 提取物 驱动器 VDC插件 适用于Autodesk的 Procore 文档插件 - 发布说明产品参考文件名="">文档插件 数据提取


以下是 Procore Web 应用程序在 2024 年 8 月的显着更改。

核心工具

管理员

创建可配置字段集的更新

你现在可以使用一个按钮为 Procore 工具的所有字段类型创建可配置的字段集。 请参阅新建可配置字段集创建项目字段集

管理新 Procore 项目上Procore Pay的合规性模板

Procore Pay的合规性模板现已在美国可用。 公司管理员现在可以确保在项目创建时将他们的自定义合规性模板复制到新的 Procore 项目中。 使用 Procore 中的标准项目模板,管理员可以将合规性模板设置分配给多个项目模板,从而为所有项目提供超越单一默认值的灵活性。 管理员还可以根据需要更改项目模板上的合规性模板分配。 有关详细信息,请参阅应用项目模板时会复制哪些内容到新项目?关于Procore Pay的合规性模板

新地点体验

新的地点体验现已分阶段发布,并将在未来几周内逐步提供给所有账户。这种新体验旨在利用最新的 AI 技术根据项目的建筑图纸自动创建一个分层的地点列表。 要了解有关新地点体验的更多信息,请参阅关于地点


项目管理

RFI

现代化的 RFI 配置设置视图

RFI 工具"配置设置"页面已更新为现代化、更直观的布局。 行为或功能没有变化。

送审

应用工作流模板的细分权限

项目权限模板中提供了"应用送审工作流模板"的送审新细分权限。 这种新的细分权限为客户提供了灵活性,允许特定用户应用工作流模板,而无需提供对送审工具的管理员级别访问权限。 请参阅项目送审工具有哪些细分权限?了解详情。

停用或移除默认送审类型

公司管理员现在可以停用或删除默认送审类型,从而在管理送审方面提供更大的灵活性。 此更新有助于减少混淆并提高送审分类和报告的准确性。


财务管理

开发票

在分包商发票备份中包括Procore Pay留置权弃权书

Procore 为使用Procore Pay的付款人更新了项目级别发票工具。 现在,在编制分包商发票备份时,系统会在可下载的 PDF 备份文件中包含任何第一层和次级留置权弃权书。 此增强功能可精简文档,提供全面的付款证明和有效解决未付款纠纷所需的支持文件。请参阅使用开发票工具编制分包商发票备份

改进了分包商发票备份 PDF 的文件名

每当用户编制分包商发票备份时,Procore 都会在文件准备好下载时向用户发送一封电子邮件。 在此更新之前,Procore 始终将备份文件命名为"subcontractor_invoice_backup.pdf"。 为了提高清晰度和便于识别,Procore 现在会自动在文件名中附加编译的项目名称、项目编号、日期和时间。有关示例,请参阅使用开发票工具编制分包商发票备份

改进了分包商发票备份 PDF 中的排序

编译分包商发票备份时,Procore 现在会按"合同编号"升序对发票进行排序。 它还应用按"发票位置"编号的辅助排序。 这提高了可下载备份文件中包含的发票的清晰度和组织性。 要了解更多信息,请参阅使用开发票工具编制分包商发票备份


应用商店

访问 Procore 应用商店: https ://marketplace.procore.com/


2023

每月更新| 深入研究


每月更新

monthly-product-releases_thumb.jpg
 

每月产品发布网络研讨会
使 Procore 产品知识保持最新! 每个月,我们都会发布一个培训视频,在其中展示 Procore 平台的新功能和增强功能。 产品演示由我们的战略产品顾问团队成员进行。

查看点播网络研讨会


深入研究

对 Procore 的工具是否有疑问? 您是否正在使用这些工具,但难以适应一些最佳实践?

每场研讨会都将对 Procore 工具(一组 Procore 工具)进行深入讨论,或展示与 Procore 集成的许多应用商店应用程序中的一个。 深入研究由 Procore 战略产品顾问主持,将为你提供彻底的审查和探索该工具、最佳实践建议,以及提出可能拥有的任何问题的机会。

请访问Procore 虚拟培训了解更多信息!

dd-construction-fancials.png


问 DD 专家.png
 

dd-core-tools.png dd-Integration.png
   

 

此页面突出显示了 Procore Web 应用程序最近的显着更改: https ://app.procore.com。


公司级别

管理员(公司级别)


投标委员会(公司级别)


成本目录(公司级别)


目录(公司级别)


文档(公司级别)

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. 


ERP集成(公司级别)


检查任务(公司级别)


权限(公司级别)


Planroom (公司级别)


项目集合(公司级别)


资格预审门户(公司级别)

No notable changes.


资格预审(公司级别)


计划(公司级别)

No notable changes at this time.


报告(公司级别)


进度计划(公司级别)


考勤卡(公司级别)

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?


考勤表(公司级别)


劳动力规划(公司级别)


项目级别

行动计划(项目级别)


管理员(项目级别)


投标(项目级别)


预算(项目级别)


变更事件(项目级别)


变更通知单(项目级别)


合约(项目级别)


协调问题(项目级别)


通信(项目级别)


工作小组(项目级别)

No notable changes at this time.


工作日志(项目级别)


直接成本(项目级别)


目录(项目级别)


文档(项目级别)


图纸(项目级别)


电子邮件(项目级别)


估算(项目级别)


表单(项目级别)


主页(项目级别)


事件(项目级别)

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.


检查任务(项目级别)


说明(项目级别)


发票(项目级别)


会议(项目级别)


模型(项目级别)


观察任务(项目级别)


照片(项目级别)


主合同(项目级别)


尾项清单(项目级别)


报告(项目级别)


RFI(项目级别)


进度计划(项目级别)


规范(项目级别)


送审(项目级别)


任务(项目级别)


考勤表(项目级别)


工时和材料单(项目级别)

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.


传输记录(项目级别)


集成

DocuSign


Procore Analytics


Procore 数据提取


项目财务管理 + Acumatica Cloud ERP连接器


项目财务管理 + MRI Platform X®连接器


项目财务管理 + Sage Intacct®连接器


项目财务管理 + Yardi Voyager®连接器


项目财务管理 + CMiC连接器


项目财务管理 + Xero™连接器


项目财务管理 + NetSuite®连接器


QuickBooks® Desktop


QuickBooks® Online


Sage 100 Contractor®


Sage 300 CRE®


Procore 集成五、五、四、五、四Viewpoint® Spectrum®


Ryvit 集成五、五、四、五、四Viewpoint® Vista™


平台

平台

来自"我的个人资料"设置的新密码重置流程(2024 年 3 月 12 日)

Procore 更改了从“我的个人资料设置”重置密码的方式。 现在必须通过电子邮件重置所有密码。 如果你使用单点登录(SSO)登录 Procore,此变更不会影响你在身份标识提供商系统(例如Microsoft Azure)中登录或管理密码的方式。

PDF 导出中的新图像演示文稿(2023 年 6 月 1 日)

由于我们的第三方PDF供应商进行更改,只有添加到单个 Procore 项目的前 300 张图像才会在导出的 PDF 中显示缩略图。 任何其他图像在 PDF 中都显示为超链接。


Procore 搜索

最近没有显着变化。