Below are the notable changes to the Project level Prime Contract tool.
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 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.
New 'Substantial Completion Dates' for Custom Prime Contract Report (2/13/2018)
Updated the Company and Project level Reports tools to add the 'Original Substantial Completion Date' and 'Revised Substantial Completion Date' to the 'Prime Contract - Available Columns' list when creating a custom report for the Prime Contract tool. This adds the columns to your report and also as a selection 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 Prime Contract tool's Configure Settings page AND (2) the dates are accurate.
Updated ERP Integrations Tool's Sync For Prime Contract Amount (2/12/2018)
Updated the Prime Contract Amount on the 'Ready to Import' page of the ERP Integrations tool. The system now syncs new Prime Contract Amount data (if available) in the integrated ERP system on each scheduled sync and each on-demand sync for the ERP-integrated project.
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 Payment Applications (1/27/2018)
Updated the project's Prime Contract tool to team's using the Procore + DocuSign integration (see DocuSign) with the ability to sign Payment Applications.
Enhanced Cost Code Display In Payment Application and Requisition Detail (1/12/2018)
Updated the Cost Code column on the table in the Payment Application and Requisition Detail tab so it is now left-aligned. Also updated the column so that if the cost code is too long to fit in the display area, an ellipsis (…) will appear to the right of the code. If a user hovers over the ellipsis, the full cost code will now appear in a tool tip.
Pre-filled Header Information For Summary Page On Owner Invoice (1/4/2018)
Updated the create, edit, and show pages for Payment Application. Now, the Commitment Billing Period field is the first field on the page. Also updated the create page so that the Period Start and Period End dates are prefilled with the same dates as the selected Commitment Billing Period. The Commitment Billing Period will be automatically prefilled with the last Billing Period. The invoice number field will also be prefilled with the Payment Application number.