RELEASE UPDATES

November 2017 Release Updates

The November 2017 Release of the Power BI App for Procore is here with new features, enhacements to Financials and All Modules, 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 to the Financials, Core CBI, Project Management and more!

 

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 to the Core, Financial, Project Management and Quality & Safety 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.

REPORT

REPORT PAGES

CHANGE TYPE

DESCRIPTION

CBI Financials

Budget Enhancement Added division to budget data and report
Prime Contract Bug Fix Fixed calculation error in Prime Contract count at top of report

CBI Project Management

Submittal Insights Feature Implemented new Submittal Insights report
RFI Insights Feature Implemented new RFI Insights report and related data set
Punch Item Insights Feature Implemented new Punch Item Insights report
Observation Insights Feature Implemented new Observation Insights report
Resource Insights Feature Added new resource planning report which allows company to see projects ending in next 60 days and map resources to upcoming projects
Project Tool Utilization Report Feature Added new Project Tool Utilization report which shows utilization and heat map of project management tool usage across Procore
Drawing Revision Report Feature Added new dataset for drawing revisions and implemented related report
Log Insights Enhancement Added new heat map visualization that shows usages across all daily logs
Punch Item Enhancement Added trade, location, and assignments to dataset and reports
Schedule Todo and Scheduled Task Enhancement Added resource name to Schedule Todo and Scheduled Task reports
Project Report Enhancement Added several new fields to project dataset and related report such as Estimated Start and End Dates
DL – Manpower Enhancement Added vendor id, vendor name, user id, user login, and user name fields to dataset and related report
DL – Construction Bug Fix Fixed relationship in data model between the daily log construction report and the project table
Budget Report Bug Fix Fixed relationship in data model between the budget table and project table
DL – Manpower Bug Fix Fixed data refresh issue with DL – Manpower report
DL – Quantity Bug Fix Fixed data type issue with unit column in DL – Quantity report
Observation Report Bug Fix Fixed data type issue with number column in Observation report