RELEASE UPDATES

JANUARY 2018 Release Updates

The January 2018 Release of the Power BI & SQL Server Apps for Procore are ready to download! 

Click here to learn more!

December 2017 Release Updates

The December 2017 Release of the Power BI App for Procore is here just in time for the New Year! Enhancements to the Project Management and Quality & Safety reports as well as some great new features such as a new report for Project Photos!

REPORT

REPORT PAGES

CHANGE TYPE

DESCRIPTION

All Modules

All Feature (Preview) Support for Project Level security. “Project User” role has been introduced to all datasets. If client puts users in this role, security will be applied to only show the user projects where they are in the Procore project directory.
All Feature Support for Power BI Desktop December 2017 Release.

Core

Core Insights Bug Fix Fixed an issue impacting some customers with the “Project Locations” not rendering properly.
Company Insurance Enhancement Added a new “% Expired” label at the top of the report.

Project Management

Project Tool Utilization Enhancement Added “Insurance”, “Photos”, “Scheduled Tasks” and “Timecards” to the matrix.
Project Vendor Insurance Enhancement Added a new “% Expired” label at the top of the report.
Schedule Task Gantt Enhancement Added “% Complete” to the top of the report. Changed Gantt chart to auto-scroll to the current date. Changed task name in Gantt to be the WBS full path.
Scheduled To Do Gantt Enhancement Changed Gantt chart to auto-scroll to the current date.
Meetings Enhancement Added filter by meeting “Title”.
Drawing Revisions Enhancement Added “Avg. Revisions Per Project” at top of report.
Photos Feature Added a new report and datasets for project photos.
RFI Insights Enhancement Excluded records with blank due dates from “Average Days Late” calculation. Added in “created_by_id”, “created_by_name”, “created_by_login”, “translated_status”, and “time_resolved” to the available fields in the underlying dataset.
Submittal Insights Enhancement Excluded records with a blank due date from “Average Days Late” calculation.
Submittal Insights Bug Fix Changed logic for “Ball in Court”
to work with companies with multiple Procore accounts.
Submittal Approver Enhancement Added in approver response “comment”, “name”, and “considered” fields.

Quality and Safety

Quality & Safety Insights Enhancement Changed “Inspections by Type” visual to be “Open Inspections By Template”.
Quality & Safety Insights Bug Fix Fixed a calculation issue with
“Day’s w/o Accident” visual.
Observations Insights and Observations Enhancement Changed “Avg Days Late” calculation to exclude records with blank due dates. Added in the following fields to the underlying dataset: “created_at”,
“deleted_at”, “updated_at”, “assignee_vendor_id”, “assignee_vendor_name”, “specification_section_id”, “specification_section_
description”,
“specification_section_
section”, “trade_id”, “trade_name”.
Inspection Insights Enhancement Added “Passing %” calculation to top of report. Added “Template” pie chart and aging matrix to page. Added in “% Passing” to each aging matrix. Added “Template” filter to the page.
Inspection Enhancement Added in “Days Since Last Inspection” and “Passing %” calculation to top of report. Added “Template” name and related drill-through capability to report.
Punch Item Insights Bug Fix Fixed a calculation issue with the punch items “By Trade” visual.
Daily Log Delivery, Manpower, Construction Report, Notes Enhancement Added in “Status” field and related visual.
Log Insights Enhancement Reorganized visuals. Added in “Sentiment By Project” visual and renamed “Sentiment Rating” to “Overall Sentiment Rating”.
All Logs Enhancement Changed “Projects”  visual to be based on the distinct count of projects within a log tool instead of being based on the total projects across the portfolio.

November 2017 Release Updates

The November 2017 Release of the Power BI App for Procore is here with new features and enhacements as well as a few pesky bug fixes.

REPORT

REPORT PAGES

CHANGE TYPE

DESCRIPTION

All Modules

Various Enhancement Changed matrix color
gradients from green shades to blue shades
Various Enhancement Added search icon to large dropdowns and lists
Various Enhancement Expanded drill-down
support across reports

Core

Companies Enhancement Added new
‘Authorized Bidder’ and ‘Has Notes’ pie charts
Company Insurance Enhancement Date filter to allow for
viewing upcoming
expirations
Users Enhancement Added new count for
‘Missing Company’ showing count of users not
associated with a company. Also, ‘Vendor’ was
renamed to ‘Company’
in data table.
User Permission Matrix Enhancement ‘Vendor’ was renamed to ‘Company’ in matrix
All Enhancement Support November 2017 Power BI
Desktop release

Financials

Various Enhancement Added date filters to all financial tools where applicable
Configurable Budgets Feature Added configurable budget view data to data model and integration. Due to custom fields, custom reports will need to be built to visualize this data.
PC CO Requests Enhancement Added in PC CO Request summary and detail data
PC CO Potentials Enhancement Added in PC CO Potential summary and detail data
PC CO Packages Enhancement Added in PC CO Package summary and detail data
PC Pay App Feature Added Pay App line item details to integration and report
Commitment Work Orders Bug Fix Fixed issue with Role, User, and Owner filters
Purchase Orders Bug Fix Fixed issue with Role, User, and Owner filters
Potential Change Orders Bug Fix Fixed filtering issue that was causing records to not display
Change Orders Packages Bug Fix Fixed filtering issue that was causing records to not display
PC Pay App Bug Fix Fixed data mapping issue with the following fields: “total_completed_and
_stored_to_date”, “total_earned_less_
retainage”, and “total_retainage”

Project Management

Project Insurance Enhancement Added relative date filter to allow for viewing upcoming expirations

Quality and Safety

Punch Items Enhancement Added hierarchy on location
Punch Items Enhancement Added in ‘Days to Close’ and ‘Average Closure Rate’
Punch Items Enhancement Added company and person punch item is assigned to

October 2017 Release Updates

The October 2017 Release of the Power BI App for Procore is here with updates across all modules!

REPORT

REPORT PAGES

CHANGE TYPE

DESCRIPTION

All Modules

All Feature Ability to filter by office name across all reports using the
Power BI filter pane
Multiple Enhancement Updated column headers to friendly names

Core

Tool Configuration Feature New report page showing
what Procore tools are configured against each project, grouped
by office
Users Enhancement Added last login filter at the
top and visualization at bottom of report showing
last login by date
User Permission Template Matrix Feature New report showing what permission templates users are associated with at the company level

Financials

Financial Tool Utilization Enhancement Added matrix grouping at
top level for Office. Removed filters for division, cost code, item type which didn’t
apply to page
PC CO Insights Enhancement Added project name to
scatter charts
PC Payments vs Value Enhancement Added project name to
scatter chart

Project Management

Project Tool Utilization Enhancement Added matrix grouping at
top level for Office
Project Trending Enhancement Added in trending visualizations for
observations and
inspections. Also changed to
visualizations to render percentages.
Project Role Matrix Enhancement Changed order of Project Resource Assignments table
to be Project, Resource
Name, Role, Stage
Project Role Matrix Enhancement New Gantt chart showing
project resource assignments based on project estimated
start and end dates
Project Role Matrix Bug Fix Pull in all people for a given
role. It was previously
pulling the first name found
Project Resource Plan Bug Fix Pull in all people for a given
role. It was previously
pulling the first name found
Schedule Task Status Report Feature New report focused on
scheduled tasks
RFI Insights Enhancement Modified visualizations and
added filters by RFI
Manager and Ball In Court. Removed Project Role and Project User filters
Submittal Insights Enhancement Reorganized content and introduced new charts and matrixes. Removed Spec
section details. Also,
introduced new ‘Submittal Approver’ filter
Submittal Approvers and Submittals Enhancement Removed Project Role,
User, and Owner filters to make room for “Ball In Court Company”, “Ball In Court”, “Submittal Manager”, and “Responsible Contractor” filters
Submittals Enhancement Added in number, issue date, received from, ball in court,
and ball in court company
fields. Also standardized
filters on right side with
other submittal pages.
Submittal Approvers Enhancement Added in response field to
report. Standardized filters
on right side with other submittal pages.
Observations Enhancement Removed Observation
Insights and Observation report page from Project Management report. It is included in Quality & Safety

Quality and Safety

Quality & Safety Insights Enhancement Added card for “Accident”
count and gauge for
“Days w/o Accident”. Added
a visualization for inspections
by trade and removed punch items by name visualization
Inspection Insights Feature New report page with visualizations for inspection
by trade, responsible party, responsible contractor,
status, and more
Observation Insights Enhancement Reorganized content, cleaned
up alignment of visuals,
implemented color gradients
in matrix charts, and added in inspection inspector filter. Standardized filters between Observation Insights and Observations.
Observations Bug Fix Changed data type of number column to text. Procore
supports non-numeric data
in this field.
Inspections Enhancement Add in inspection inspectors
and added related filter. Also added additional fields from Procore API: list_template_
id, item_count, yes_item_count, personal, item_total, conforming_item_count, deficient_item_count, na_item_count, not_inspected_item_count, created_by_id,
created_by_name, created_by_login,
location_id, location_name, location_node_name, location_parent_id, specification_section_id, specification_section_
description, specification_section_
section, trade_id, trade_
name, inspector_id, inspector_login, inspector_name responsible_contractor_
id_, responsible_contractor_
name, responsible_party_id, responsible_party_login, responsible_party_name
Punch Item Insights Enhancement Standardize charts and filters to match across Punch Item pages
Multiple Enhancement Standardized average line on bar charts across multiple reports
Multiple Enhancement Update all tables to Power BI’s latest table visualization
Multiple Enhancement Enable Power BI drill-through capabilities on Observation Insights, Inspection Insights, and Punch Insights (this is a preview feature by Microsoft)

September 2017 Release Updates

The September 2017 Release of the Power BI App for Procore includes many new features and enhancements across all modules.

REPORT

REPORT PAGES

CHANGE TYPE

DESCRIPTION

All Modules

All Feature Ability to filter by company name on any report for clients with multiple Procore accounts

CBI Core

Core Insights Enhancement Added Project By Department chart, changed projects by stage and bid type charts to pie charts
Core Insights Bug Fix Fixed calculation in Expired Insurance by Company Chart

CBI Financials

Financial Tool Utilization Report Feature Add new report to show utilization of financial tools.
CO Potential and Requests Bug Fix Fix bug in data integration

CBI Project Management

Project Vendor Insurance Feature New report showing all project level insurance details
Project Dates Feature New report to allow users to report on their key project dates
Project Resource Matrix Feature New report to show all existing project resource assignments
Project Trending Feature New Report showing time based snapshots of key data such as submittals, RFI’s, and Punch Items
Submittal Approvers Feature New report showing all approver history and workflow
Schedule Issue Insights Enhancement Changed Late Items By Person chart to be based off of Project Plan resource assignments instead of project role associations
Schedule Issue Insights Enhancement Changed matrix header values to friendlier names
Schedule Task Enhancement Add resource name and rearrange order of columns
Schedule Task Enhancement Add in additional columns: parent_id, pending,”activity_id, critical_path, milestone, row_number,has_children, full_outline_path, source_uid, wbs, key
Schedule Task Gantt Report Enhancement Add in task level detail with color coding for project. Added in resource name and % complete
Schedule ToDo Gantt Report Enhancement Add in task level detail with color coding for project. Added in assignment name and task duration.
Schedule ToDo Enhancement Add in new columns and rearrange order
Submittal Insights Enhancement Standardize date format and chart type for ‘Submittals By Due Date’ bar chart
Various Enhancement Standardized date bar charts to all support drill down and same capabilities

CBI Quality and Safety

New report Enhancement Split quality and safety related report pages out into their own new ‘CBI Procore Quality and Safety’ report. This was done to improve navigation and usability across reports and due to a Power BI service refresh issue. Further separation and reorganization between the Project Management and Quality and Safety reports will occur in the next release.
Quality & Safety Insights Enhancement Modified observation and punch item charts to be stacked charts
Daily Log Quantity Bug Fix Fix bug with quantity column data type

August 2017 Release Updates

The August 2017 Release Updates include optimizations to Construction BI Financials and Project Management.

Click here for details!