Below are the notable changes to the project's Commitments tool.
Export PDFs Now Include Signed PDFs from DocuSign (6/7/2018)
Updated the Project level Commitments & Prime Contracts tool for the Procore + DocuSign integration. Now, when a commitment or prime contract has been signed by all recipients, the Export PDF option will export the signed PDF of the contract and any attachments sent to DocuSign.
Updated the View Private Subcontracts & View Private Purchase Orders Granular Permission (6/5/2018)
Updated the 'View Private Subcontracts' and 'View Private Purchase Orders' granular permission, which now allows users assigned either of those granular permissions to view all change orders associated with that subcontract and/or purchase order.
New Send to DocuSign Button in Billings Tab (6/1/2018)
Added a 'Send to DocuSign' button to the Billings tab of the Project level Commitments tool. Users can now select the checkboxes that correspond to the desired requisitions on this page and then click the button to send those requisitions in to DocuSign for electronic signatures.
Updated File Attachment Permission for Requisitions (5/21/2018)
Now, users with 'Standard' level permission on the Commitments tool or the designated 'Invoice Contact' can attach files to a requisition after its been submitted for review. This means that these users can now attach files when a requisition's status is not set to 'Draft' or 'Revise and Resubmit'.
Added a 'Contract Type' Filter to the Billings Tab (5/14/2018)
Added the ability for users to filter by "Contract Type" in the Add Filter dropdown menu on Commitments Billings tab page. When this filter is added, the checkbox selections that appear are "Purchase Order" and "Subcontract".
Added Ability To Export The Commitments Billings Table (5/11/2018)
Added ability to export the table in Billings tab of the Commitments tool to PDF. This PDF will respect the grouping, filter, search, and expanding/collapsing of rows applied.
Update the Status of Multiple Requisitions in Edit Mode (5/3/2018)
End users can now change the status of multiple requisitions at one time. To do this, navigate to the Commitments tool and click the Billings tab, click the new Edit button. In the Status drop-down menu, select the desired status and click the Save Edits button. This applies the selected status on all of the specified requisitions.
Added Informational Fields to the Email Notifications for the Requisitions Tool (5/1/2018)
Updated the email notifications from Procore related to requisitions workflow. Outgoing emails now include these fields: Contract Company, Contract Title, Status, and Amount. Also added the company name to email subject lines on the 'Action Required' and 'State Change' notifications.
'Void' Moved to Status Drop Down List (4/30/2018)
Updated the Change Orders, Commitments, and Prime Contract tool to remove the 'Void' checkbox from the Change Order PCO and Commitments PCO forms. There is now a 'Void' selection in the 'Status' drop-down list for change orders so the checkbox is no longer be needed. See Create a Prime Contract Change Order and Create a Commitment Change Order CCO.
Attach Non-PDF File Types to DocuSign Envelope (4/10/2018)
Added support so users now have the ability to attach non-PDF file types to the DocuSign Envelope when sending a Commitment, Prime Contract, Change Order, Payment Application, or Requisition to DocuSign for signature.
Updated Link In Email Sent From Commitments Tool (4/4/2018)
When an end user was emailed a prime contract or commitment, the email message sent from Procore, the hyperlinks in the email were not clear as to whether the link would send the user to Procore or download a PDF version of a contract. To address this issue, the 'View PDF' link underneath the 'View This Contract' has been renamed to 'View in Procore'.
Added 'Executed' Column To The Commitments Tool (3/28/2018)
Updated the Commitments tool by adding an Executed column that is inline-editable.
New 'Contract Signer' Field in the Directory Tool for DocuSign (3/22/2018)
Updated the Company and Project level Directory tool to add a new Contract Signer drop-down list to the Create and Edit pages for company records. This new field appears in the General tab. When you select a person associated with the company from this drop-down field, the Procore + DocuSign integration will automatically populate with this person's name as a DocuSign signature recipient for contracts (i.e., the Commitments and Prime Contract tools) and change orders (i.e., Commitment Change Order, Prime Contract Change Order, and Prime Contract Potential Change Order). See DocuSign: New 'Contract Signer' Field in the Directory Tool.
Added 'Invoice Contacts' to Directory & Show Vendor as 'Contract Company' in Commitments Tool (2/23/2018)
Updated the Company Directory tool's Edit Company page to add an 'Invoice Contacts' drop-down menu. This gives users the ability to set one or more invoice contacts for each vendor record in a company's Procore account. This change also affects the Project level Commitments tool, so that when users create or edit commitments that correspond to a vendor, that contact's name is selected in the "Contract Company" field on the commitment contract.
Now Showing More Requisition Info in My Open Items (2/22/2018)
Updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays both the Requisition Number and Billing Period information in the 'Details' field. This information comes from the Project level Commitments tool. Prior to this update, the My Open Items table only displayed the Requisition Number. See Commitments: Now Showing More Requisition Info in My Open Items.
Added the 'Signature' and 'Date Signed' Fields to DocuSign Envelope (2/16/2018)
Updated the Commitments tool (Requisitions) and the Prime Contract tool (Payment Applications) to add the automatically placed "Signature" and "Date Signed" fields (tags) to the DocuSign Envelope.
Status Changes to 'Approved' After Completed DocuSign Signature (2/14/2018)
Implemented a change on the Project level Commitments tool (for work order and purchase order contracts) and also on the Project level Prime Contract tool so that now the items status changes to 'Approved' after e-signatures are completed in DocuSign.
Invoice Contact Now Populates DocuSign Envelopes for Requisitions (2/14/2018)
Implemented a change so that each 'Invoice Contact' on a commitment will automatically populate on the DocuSign envelope as a 'Subcontractor' recipient for requisitions.
Added 'Contract Dates' to Custom Commitment Reports (2/12/2018)
Updated the Company and Project level Reports tools to add the following items to the 'Commitments-Available Columns' list when creating a custom report for the Commitments tool: Approval Letter Date, Contract Date, Issued On Date, Execution Date, Letter of Intent Date, and Returned Date. This adds each field to the list of filters in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Commitment tool's Configure Settings page AND (2) the dates are accurate. See Reports: Added 'Contract Dates' to 'Commimtments: Available Columns' for Custom Reports.
Now Setting Value in Executed Field to 'No' When User Clicks Withdraw (2/8/2018)
Implemented a change that affects the Prime Contract, Commitments, and Change Orders tools so that if a user clicks 'Withdraw' on the DocuSign banner in Procore and then confirms to withdraw the Docusign envelope, the value in the 'Executed' field is set back to 'No.'
New Confirmation Messages for the Procore + DocuSign Integration (2/5/2018)
Added new confirmation messages that appear when (1) a user clicks the 'Void' button on the BLUE DocuSign Pending Banner or (2) a user clicks the 'Withdraw' button on the GREEN DocuSign Complete Banner. This new message prompts the user to confirm the void or withdraw action and appears in the Commitments, Documents, and Prime Contract tools when the Procore + DocuSign integration is enabled.
DocuSign Signature Completion Updates Change Order Status to 'Approved' (2/5/2018)
For companies using the Procore + DocuSign integration, we've updated the Project level Commitments and Project level Prime Contract tool so that now, when signatures are completed in DocuSign for a change order, its status is updated to 'Approved'. This applies to Prime Contract Change Orders, Potential Change Orders, and Commitment Change Orders.
Added the Procore + DocuSign Integration to Requisitions (1/30/2018)
Updated the project's Commitments tool to add the Procore + DocuSign Integration to requisitions.
Added 'Edit' Button To Procore + DocuSign Integration Banners (1/19/2018)
Added a new 'Edit' Button on the Signature Pending and Signature Completed banners that display for end users who are using the Procore + DocuSign Integration (see DocuSign). When a user clicks this button, the system reveals the Edit page of the DocuSign envelope. Banners have been updated in the Commitments, Change Orders, and Documents tools. See What do the different DocuSign banners in Procore mean?
Added SSOV Detail Line Items To Commitment Contract PDFs (1/5/2018)
Added subcontractor schedule of values (SSOV) detail line items to be displayed by default on the commitments contract PDF for both work order and purchase order contracts that have SSOV enabled.