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    July 2026
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    Beta|July 29, 2026

    Anchor Project Status Snapshots to Shared Periods

    What it is: A company-level period management experience for admins, a period selector when creating a Project Status Snapshot, and portfolio-level filtering and comparison of snapshots by period. Validation prevents invalid period usage and enforces one approved snapshot per project per period.* Who it's for: General contractors and program-level finance leaders governing forecasts across a portfolio.

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    Cost Management

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    Budget

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    Feature Release|July 29, 2026

    A Redesigned Procore Analytics Interface — Phase 1

    What it is: Phase 1 of a redesigned Procore Analytics interface, focused on getting your data connected. Data Connectors and Data Configuration get a cleaner, reorganized home; security token generation, copying, and deletion move out of your user profile into a dedicated, easy-to-find spot; connecting Databricks directly is simpler; and readiness banners tell you clearly when your data is set to sync. You land right on the Data Connectors page, with a direct path to connect Power BI Desktop. Who it's for: The data and BI analysts, report builders, and admins who set up and manage Procore Analytics connections — especially anyone connecting a new Analytics environment for the first time.

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    Analytics

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    Platform

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    Feature Release|July 29, 2026

    Granular Permissions Across Commitments, Prime Contracts, and Change Events

    What it is: New granular permissions across the Commitments, Prime Contracts, and Change Events tools — including view change history, edit project-level settings, edit change orders not created by you, send to ERP, send to DocuSign, manage contract privacy, and view all private Prime Contracts. Additional permissions are coming soon, including Payments tab editing/visibilty and sending to RFQs from a Change Event. Who it's for: Company admins and IT leaders who need to right-size access without escalating people to full admins. Why it matters: The old Read/Standard/Admin model forced you to give people either more access than they needed or less than they could use. Granular permissions let you hand out exactly the access each role requires while keeping admin privileges tight. Existing admin-level functionality is unchanged — admins keep full control. How to get started: Available in the Permissions tool. Configure the new permissions per role or user. Available August 18, 2026

    Cost Management

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    Change Events

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    Commitments

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    Feature Release|July 29, 2026

    Columns Studio Comes to Budget and Forecasting

    What it is: Your existing budget columns and views are migrating to Columns Studio — the new home for building financial columns and views, and the foundation for the next round of forecasting capabilities. Who it's for: Anyone who configures Budget and Forecasting columns and views. Why it matters: A cleaner, more intuitive place to work with columns — and the platform launchpad for new functionality (Worksheet Columns) landing later this year. Fewer errors when building views, and more consistency across your budget and forecasting setups. How to get started: You'll be migrated automatically. From here on, configure columns in Columns Studio. Available August 18, 2026

    Cost Management

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    Feature Release|July 29, 2026

    DocuSign on Commitment Potential Change Orders

    What it is: Commitment PCO users in the Open Beta cohort can now route Potential Change Orders for DocuSign signature directly from Procore — eliminating the need to export, sign externally, and re-upload. Who it's for: General contractors and owners routing PCOs to signers electronically. Why it matters: The same DocuSign workflow you already use on other Procore financial objects now works on Commitment PCOs. No separate signing tool, no PDF hand-offs. How to get started: Join the beta through Procore Explore Beta beginning August 18, 2026.

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    Beta|July 29, 2026

    Central Tax Groups and Reporting Across Procore Financials

    What it is: A centralized Tax Platform for tracking, calculating, and storing tax across Procore Financials. Company admins manage tax codes centrally, preload future rates with an active date, choose whether tax calculates gross before retainage or net after, and group multiple tax codes on a single line item. Who it's for: Finance admins, controllers, and project accountants — especially teams in jurisdictions with layered or changing tax rules. Why it matters: Tax has lived in too many places, with rigid rules that didn't cover every scenario. Central management makes rate changes safer, lets you preload future rates so nothing gets missed on the go-live date, and handles the gross-vs-net calculations required in states like Washington. Rate history is preserved so audits are cleaner. How to get started: Join the beta through Procore Explore. Beta beginning September 1, 2026.

    Cost Management

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    Beta|July 29, 2026

    Granular Permissions for Incidents

    What it is: A new permissions framework for the Incidents tool that replaces the old Read/Standard/Admin model with individually assignable Create, Edit, and View permissions. Admins can now set access at the section level — General Information, Root Cause Analysis, Incident Records (with type-specific controls), Actions, and Witness Statements. Who it's for: Company and project admins managing incident access across their teams, and Safety Managers who need portfolio-wide visibility without being assigned to every record. Why it matters: The old model forced a hard choice: give people more access than they needed, or lock them out entirely. For many teams, the risk of overexposure was high enough that they stopped using Incidents for digital collaboration and fell back on paper. Granular permissions let you open the tool to the people who need to contribute — field crews logging what they witnessed, supervisors closing out corrective actions — while keeping medical, personal, or legally sensitive content restricted to the right people.

    Project Execution

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    Incidents

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    Beta|July 29, 2026

    Review and Approve Equipment Time

    What it is: A company-level time review capability and an approval workflow for equipment time. The initial Open Beta covers approvals at the project-level timesheet, with company-level view and approval landing in a later update. Who it's for: Fleet managers, project managers, and operations leaders billing equipment usage back to projects. Why it matters: Getting equipment time and cost allocation right is the difference between a project you can bill accurately and one you can't. A review-and-approve step gives fleet and PM teams a clear place to catch mistakes, and surfaces the equipment that's under-billed or under-utilized before it hits the invoice. How to get started: Open Beta. Turn on equipment timecard approvals in Equipment settings. Available August 18, 2026

    Resource Management

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    Equipment

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    Feature Release|July 29, 2026

    A modern table experience for both Budget and Forecasting

    What it is: Budget and Advanced Forecasting now run on Procore's modern table experience — replacing the legacy Budget and Forecasting tables with faster keyboard navigation and shortcuts, panel detail views for Forecast to Complete and cell-level detail, stronger bulk editing (including when grouping is on), modernized spread-column tools, and CSV and PDF exports that match exactly what you see on screen. Who it's for: Anyone working in Budget or Forecasting — project managers, project accountants, and controllers building, reviewing, or forecasting budgets at scale, including teams using Advanced Forecasting.

    Cost Management

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    Budget

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    Feature Release|July 29, 2026

    Workflows Just Got Faster to Find, Easier to Audit, and Safer for Advisory Reviewers

    What it is: Three Workflows improvements land together this month, and together they change what it feels like to run an approval in Procore. The Workflows panel now lives in Procore's sidebar on every supported item page — Invoicing, Direct Costs, Payments, Incidents, Correspondence, Commitments, Prime Contracts, and Budget — so status, step history, and the option to start a workflow are always one click away, wherever you are. From that same experience, you can now open a full-page view of an item's workflow history, filter it by step, action type, or reviewer, and export the whole record to PDF (with attachment thumbnails, hyperlinks, and a clickable Pins column) or CSV (a flat table with linked item names and attachments). Admins can lock in company-wide default filters so every reviewer opens the history to the same view, and a new API surfaces this history data so other Procore tools can build their own workflow-aware exports. The third piece is a new Commenter role.

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    Platform

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    Workflows

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