Opting In
The migration primarily consolidates data to ensure compatibility with future 2.0 features.
Understanding the Migration
When you initiate the migration, the system follows these rules:
Column Consolidation:
Existing columns with identical names, definitions, and settings are consolidated into a single column.
Any variations, such as different subtotal settings or formula differences, are unique—even if they have the same name.
If columns have the same name but different definitions, they are de-duplicated after the migration.
Procore adds a unique sequential identifier to the end of the column name (for example, ECAC 1, ECAC 2, ECAC 3).
Note: Procore maintains the original name as an alias on the view.
Important!
Maintaining the original name as an alias ensures budget or forecasting users are not impacted by this migration.
Ignored Columns: Any custom column that is currently not in-use (not visible or used by a visible calculated column) is ignored and not migrated.
Snapshots: Existing budget and forecast snapshots remain fully accessible in the new experience.
Migration Timing: Depending on the number of views, the process can take between 1 and 10 minutes.
Reporting & Workflow Mapping
Your legacy reporting settings transition into the new "Reportable" column status as follows:
Legacy Setting/Action
New Experience Status
Procore Reporting View Columns
Automatically designated as Reportable in the new builder.
Adding a Column to Single Tool Reports
Users must select the column in the builder and toggle the Reportable setting.
Limit for Reportable Columns
Remains at a maximum of 60 columns per company.
Workflow Column Assignment
Managed via the Workflows navigation tab rather than within a specific view.