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:
请参阅 Procore 的发布说明,了解以下信息:
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以下是 Procore Web 应用程序在 2024 年 6 月的显着更改。
公司现在可以选择是否启用每月沙箱环境。以前,所有公司账户都默认选择加入每月沙箱访问。 现在,除非贵公司已使用每月沙箱,否则贵公司将默认选择退出。你可以从公司级别管理员工具选择加入每月沙箱。 请参阅什么是每月沙箱环境?和配置你的公司设置。
在根据为生产 数量安装的单位对资源工时和相关成本以及生产计划进行预算时,你可以利用灵活的工作分解结构(WBS) 。 灵活的 WBS 允许你的团队预算、跟踪安装在考勤表表中的时间和单位,并以正确的细分级别进行报告,以获得增强型的实时人工 生产力 成本预算视图。 请参阅现场生产力和项目财务管理:设置指南。
每平方英尺价格金额已添加到估算的摘要部分的总计中。
在"估算"标签页中添加了一个新操作,使用户可以选择从估算变更通知单更新现有变更事件。 此功能将为用户在变更管理流程中提供更大的灵活性,因为估算变更通知单现在可以用于创建和更新现有变更事件。请参阅将变更通知单发送到变更事件工具。
在"估算"标签页中查看估算时,现在可以使用注释列。 注释列将显示估算的每个单独明细项的注释。 注释列默认打开,可以从估算的表格视图配置菜单打开或关闭。 请参阅在估算工具中配置视图。
每平方英尺价格金额已添加到估算的摘要部分的总计中。
在"估算"标签页中添加了一个新操作,使用户可以选择从估算变更通知单更新现有变更事件。 此功能将为用户在变更管理流程中提供更大的灵活性,因为估算变更通知单现在可以用于创建和更新现有变更事件。请参阅将变更通知单发送到变更事件工具。
在"估算"标签页中查看估算时,现在可以使用注释列。 注释列将显示估算的每个单独明细项的注释。 注释列默认打开,可以从估算的表格视图配置菜单打开或关闭。 请参阅在估算工具中配置视图。
Procore 用户有两个用于通信项的新自定义状态映射选项:"已关闭 - 失败"和"已关闭 - 成功"。 这两个选项都可关闭项,但"已关闭 - 成功"会导致绿色状态,"关闭 - 失败"会导致红色状态,以显示问题未获批或完成。 已关闭项有两个单独的类别,允许更详细的报告。
此外,使用工作流工具的用户现在可以将通信自定义状态与工作流步骤的项状态相关联。 例如,映射到"已关闭 - 成功"的自定义状态将可用于成功的结束步骤,映射到"已关闭 - 失败"的自定义状态可用于不成功的结束步骤。 这通过允许更准确地将状态与工作流步骤相关联来改进进度跟踪。
为保持数据完整性,无法删除通信项或通信工作流中使用的自定义状态。 请参阅管理通信类型的自定义状态。
通信工具提供了一种将来源通信和来源 RFI 链接到通信项的新方法。 Procore 的新链接按钮不是在创建项时添加它们,而是可以帮助用户选择正确的来源项。 来源项随后会显示在通信项的链接部分中。 这集中了所有链接并改善了用户体验。请参阅将来源通信项或来源 RFI 链接到现有通信项。
创建新通信、RFI 或变更事件并将其链接到通信项仍然有效,并且也可以通过新的"链接"按钮进行访问。 请参阅创建 RFI、变更事件或不同的通信项并将其链接到现有通信项。
Procore 添加了在 Web 应用程序中以精确的小时和分钟增量在日志上输入时间条目的功能。 以前,日志项上的工时条目的输入只能以五(5)分钟为增量输入。
用户现在可以选择启用允许送审编号自动附加其各自规范分项编号的设置。 以前,此功能只能通过联系 Procore 来启用。启用后,在为项目创建送审后,我们不建议禁用该设置,因为这可能会导致重复的送审编号。 有关详细信息,请参阅配置设置:送审工具。
在根据为生产 数量安装的单位对资源工时和相关成本以及生产计划进行预算时,你可以利用灵活的工作分解结构(WBS) 。 灵活的 WBS 允许你的团队预算、跟踪安装在考勤表表中的时间和单位,并以正确的细分级别进行报告,以获得增强型的实时人工 生产力 成本预算视图。 请参阅添加实时人工生产力预算视图。
用户现在可以将在Sage Intacct®中创建的主合同导入 Procore 的主合同工具。 你现在还可以将在 Procore 中创建的主合同变更通知单(PCCO)导出到Sage Intacct®。 要了解更多信息,请参阅关于Sage Intacct® 。
Procore 将付款工具中"付款设置"下的"资金账户"页面更新到了"业务实体"页面,增强了对以多个业务实体身份支付发票的Procore Pay客户的支持。付款管理员现在可以管理业务实体的资金账户,包括添加、 编辑、 设置默认值和停用。 他们还可以从此页面查看业务实体和账户。 要了解更多信息,请参阅作为付款人管理业务实体。
改进了付款要求的导航
Procore 更新后的"付款要求"页面现在可为Procore Pay用户提供即时见解和发票准备就绪的清晰导航。 使用新按钮可以访问合约、合规性、发票和留置权弃权书项。 如果你是有权访问付款工具的付款人,请参阅以付款人身份查看付款要求。 对于有权访问项目级别发票的发票管理员,请参阅以发票管理员身份查看项目发票的付款要求。 收款人环境中的发票联系人可以参阅以收款人的身份查看付款要求。
作为付款人的付款管理员或付款受益人审批者,你可以在每个受益人的变更历史记录标签页中跟踪分包商Procore Pay新手引导状态的进度。 要了解更多信息,请参阅以付款人身份查看收款人变更历史记录。
已读回单适用于在劳动力规划中发送给个人的消息。 要被标记为"已读",消息需要由收件人在 Procore Web 应用程序或LaborChart移动应用程序上打开。 请参阅查看消息的已读回执。
访问 Procore 应用商店: https ://marketplace.procore.com/
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每月产品发布网络研讨会 |
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!
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。
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.
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).
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?
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.
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.
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.
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.
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?
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?
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).
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.
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).
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.
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.
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.
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?
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.
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.
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?
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).
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.
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.