- Added Workflow and Approval Process To Draw Requests and Pay Apps (11/5/2015). Users now have a workflow and approval process for Draw Requests and Payment Applications.
- Added Message and Email for Paginated Commitments (11/4/2015). For paginated commitments, exporting the index page to a PDF/CSV will show the user a prompt that reads "This report may take a few minutes to generate. We'll email it to you when it's ready."
Added Ability to Export Draw Requests by Date or Period to CSV File (10/28/2015). Added the ability to export the draw request by date or period to a CSV file for accounting departments
Added Sage ID of ERP Linked Vendors To Headers and Contact Company Pickers of Commitments (10/22/2015). Added the Sage ID of ERP-linked vendors to the headers and contract company pickers of Commitments in Procore.
Added Committed Costs that are Associated to Sub Jobs to Committed Cost Report (10/22/2015). The Committed Cost report will now display committed costs that are associated to a project's sub jobs if sub jobs is enabled.
Added Sub Jobs To Line Item Adder (9/10/2015)
Implemented the Sub Job picker on the Commitment Schedule of Values.
Added Unit Price and Quantity Information On Unit/Quantity Based Pay App/Draw Request (7/10/2015)
Added Quantity and Unit Price columns to PDF of Payment Applications and/or Draw Requests using the Unit/Quantity based accounting method.
Added Draw Request Report By Period Or Date Range (6/24/2015)
Added report links on the sidebar of Commitments list page. Can run a report on draw requests by date or period.
Added Pagination to Commitments (6/16/15)
Added pagination for Commitments to make sorting easier for users with a lot of commitments.
Enabled Pagination on Commitments/Summary Page (5/13/2015)
Enabled pagination on the Commitments/Summary page to improve the load time for projects with many commitments and makes navigating commitments easier.
- Added Ability to Manually Re-order Schedule of Values Tables (4/24/2015)
In SOV edit page for Prime Contract, Commitments and Change Orders, Admin users can now manually re-order the SOV line items by dragging them.
- Added Cost Code To Pay Apps In CSV Exports (4/28/15)
Added cost codes to Pay Apps in CSV exports.
- Added Ability To Manually Re-order SOV Line Items (4/24/15)
Added ability to manually re-order SOV line items by dragging and dropping them.
- Commitments List Page Now Contains Contract Company Names (2/2015)
When viewing Commitments list page in detailed view, headers will now contain Contract Company names.
- Payment Application And Draw Requests With Larger Value Than Scheduled Value Now Appears Red (2/15)
When a user enters a payment application or a draw request with a value that is larger than the scheduled value, the payment application or draw request will be highlighted in red.
- Implemented validations on Commitment SOV CSV imports for Sage (STO) integrated projects.