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20 Matching Annotations
- Jun 2023
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support.procore.com support.procore.com
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on the list page
please change to "status on the general information card"
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Commitment change orders billed on subcontractor invoices with a corresponding prime contract change order or a corresponding budget code in the prime contract's Schedule of Values. See Create a Commitment Change Order.
Can we add more clarity by adding some bullet points below this
- If the Commitment Change Order is connected to a Prime Contract Change Order via Change Event, it will populate into that Prime Contract Change Order
- If the Commitment Change Order is not tied to a Prime Contract Change Order, it will populate to a Prime Contract SOV Line Item with a matching Budget Code.
- If the Commitment Change Order has neither of the above, it will not populate into the Owner Invoice.
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With the introduction of the Column View When Exported menu that interacts with the ability to create custom groups and subgroups, Procore is announcing the intent to remove the existing Configurable PDF tab on owner invoices from the modernized user interface during this Beta program.
We can remove this whole section. The removal of the configurable pdf tab was only noted as a change for users in the closed beta. It will not appear for users of the open beta but really all of the legacy version of owner invoicing will be deprecated. Calling out the deprecation of the config PDF I think will be confusing for clients.
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support.procore.com support.procore.com
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Commitment change orders in the Approved status with a corresponding change order or a corresponding budget code in the commitment's Schedule of Values.
Please change to "Commitment change orders billed on Subcontractor Invoices" Can we also add more clarity by adding some bullet points below this * If the Commitment Change Order is connected to a Prime Contract Change Order via Change Event, it will populate into that Prime Contract Change Order * If the Commitment Change Order is not tied to a Prime Contract Change Order, it will populate to a Prime Contract SOV Line Item with a matching Budget Code. * If the Commitment Change Order has neither of the above, it will not populate into the Owner Invoice.
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n Beta This message only appears if your company is participating in the beta program for the Workflows tool. See About the Workflows Beta Program. Beta If you have created a custom workflow for upstream invoices with the Workflows tool, the Create Invoice confirmation message appears. To create the invoice and proceed with the custom workflow defined for the tool, click Create.
Please remove this section. Currently there are no workflows on the new owner invoicing tool. We will adding them in later.
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- May 2023
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support.procore.com support.procore.com
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Bulk Select Line Items and Edit Values *
We are missing sections for 1. Assign to Custom Groups and 2. Manage Custom Groups
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Open First Column Group Icon Click the Open First Column Group icon to open the first group of columns in the data table. Open All Column Groups Icon Click the Open All Column Groups icon to open all groups of columns in the data table. Close Column Group Icon Click the Close Column Group icon to close all grouped columns in the data table.
I think we want to change these to row groups, not column groups.
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Select from a variety of grouping options to group the data table using column data.
Please change to "Select from a variety of standard grouping options and custom groups to group the data table using column data."
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Summary & Detail
Please change to "replaces the existing Summary, Detail, and Configurable PDF tabs"
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and Approved as Noted
Please remove Approved as Noted, there is no Approved as Noted for Direct Costs.
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Approved and Approved as Noted
include Pending Owner Approval here as well please
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commitment
Please change to "A Subcontractor Invoice from that Commitment must be in the Approved, Pending Owner Approval, or Approved as Noted status..."
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in the Approved and Approved as Noted status
please change to "Commitment Change Orders billed on Subcontractor Invoices with a corresponding..." no need to mention status here as it is part of the sub invoices bullet point.
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and Approved as Noted
please remove Approved as Noted, there is no Approved as Noted for Direct Costs
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pproved and Approved as Noted status
include Pending Owner Approval here as well please
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support.procore.com support.procore.com
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PDF
Please remove PDF - we now upload all attachments, not just PDFs. The copy in app is being fixed.
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Procore does NOT populate the Schedule of Values.
Can we please change this to Procore does NOT populate the Schedule of Values with Costs.
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Owner
Should be Subcontractor Invoices
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Procore automatically assigns new invoices a sequential number, based on the previously created invoice number.
Can we remove this bullet point, this is no long er true...at least not for now. We will likely have to bring it back but on initial release this is not true.
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