Beta
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August 12, 2025
Prioritize Project Risk with Ease using Risk Tags in Insights
The Risk Tags in Insights beta helps teams quickly identify and prioritize high-risk areas within their projects. By categorizing insights with High, Medium, or Low, users can focus on the most critical issues. Initially applied to the "Spend on General Condition" insight, project teams can proactively address quantifiable financial risks and make data-driven decisions, thereby improving project outcomes. This beta is automatically available to anyone using Insights.
Procore Helix
Insights
Feature Release
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August 12, 2025
Enhance Your Projects with General Condition Insight
Scheduled to launch May 20, discover the power of the new General Condition Insight, designed to streamline your project management experience. This feature replaces legacy insights, offering a more intuitive and efficient workflow. Access project-specific and company-wide data through these contextually directly from the right-side-panel, empowering smarter, proactive decision-making and improved visibility across your operations—driving successful outcomes.
Insights
Procore Helix
Feature Release
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August 12, 2025
Unlock Project Insights with Granular Permissions
Access to project insights is no longer limited to admins. With this release, Procore introduces granular permissions for the Insights tool—making it easier to put the right data in the hands of the right people.
Procore Helix
Insights
Feature Release
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August 11, 2025
Sage 300 CRE Unit/Quantity Support
The ERP connector Unit/Quantity Support feature allows seamless synchronization of unit and quantity data between Procore and Sage 300 CRE. By ensuring accurate and up-to-date information across platforms, this feature empowers self-performing clients and subcontractors to maintain balanced project budgets and streamline change management processes.
Project Financials
Financial Management
Accounting Integrations
Beta
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August 11, 2025
Unlock Efficiency with Yardi Integration: Import Jobs as Sub jobs in Procore
Experience a seamless integration with Yardi allows you to import jobs directly as subjobs in Procore. This new beta functionality enhances project management by streamlining data transfer, reducing manual entry, and ensuring accuracy. Perfect for architects, engineers, contractors, and owners, this feature empowers you to manage projects more efficiently and focus on what truly matters—building success. Join the beta using Procore Explore and provide us your feedback.
Project Financials
Financial Management
Accounting Integrations
Feature Release
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August 11, 2025
Discover New Possibilities with Budget Code Attributes
The Budget Code Attributes feature addresses feedback from over 100 users. This functionality allows you to create and assign project-specific attributes to budget codes, enabling custom grouping and filtering. Tailor your financial data to meet your company needs, enhancing flexibility and organization in budget management. Available in 360 Reports and Analytics 2.0, this feature streamlines financial processes and improves project oversight.
Financial Management
Project Financials
Budget
Accounting Integrations
Feature Release
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August 11, 2025
Enhance Your Budget Management with the New Owner Invoice Status Filter
Leverage the new 'Status' filter for the 'Owner Invoice' source column in your budget view. This feature allows company admins to create a budget column based on the status of owner invoices, therefore giving their project admins enhanced visibility and control to quickly identify and resolve outstanding issues and ensure timely payments and improved cash flow management.
Project Financials
Financial Management
Budget
Feature Release
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August 11, 2025
Unlock Seamless Budget Management with Export $0 Budget Line Items
Users now have the ability to export $0 original budget line items across multiple ERP systems, including Acumatica, Sage Intacct, and more. This feature empowers users to maintain accurate financial records by seamlessly integrating zero-value budget lines into their ERP systems, enhancing transparency and control over project budgets. Note: Sage 100 users can export but not create $0 lines within the system.
Financial Management
Project Financials
Accounting Integrations
Feature Release
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August 11, 2025
Introducing Sage Intacct®: Future Date Direct Cost Transactions
Unlock seamless financial management with our latest update to Sage Intacct. Now, you can effortlessly bring in direct cost transactions from the end of the current month, ensuring your financial data is always up-to-date and accurate. This enhancement empowers architects, engineers, contractors, and owners to make informed decisions with real-time financial insights.
Project Financials
Financial Management
Accounting Integrations
Beta
|
August 11, 2025
Enhance Data Accuracy with the New 'Change Reason' Default Feature
The "Change Reason" field defaults to empty on new Change Events. This beta release ensures users make intentional selections, preventing inaccurate data and improving compliance with company processes. Whether "Change Reason" is required or not, this feature provides flexibility and clarity in your reporting and ERP integrations. Join this beta today using Procore Explore and provide us your feedback.
Project Financials
Financial Management
Change Events
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