2018
Below are notable changes to the Project level Change Orders tool in 2018.
Added Delete Confirmation for Markup (11/12/2018)
When deleting markup, a popup message now appears asking the user to confirm deletion of the markup.
Removed Contractless Change Orders Feature (15/8/2018)
The Project Change Orders tool had a configuration for allowing change orders without a contract. This is no longer available.
Added Contract Dates to PDFs (9/8/2018)
Updated the Project level Change Orders tool to provide users with the ability to add Contract Dates to Subcontract and Purchase Change Order PDFs.
'Void' Moved to Status Drop Down List (30/4/2018)
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 (10/4/2018)
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, Invoice or Invoice to DocuSign for signature.
Added a New 'Signed Change Order Received Date' Field To The Change Orders Tool (12/3/2018)
Updated the Project level Change Orders tool to add a new 'Signed Change Order Received Date' field for users with the Procore + DocuSign integration. This field is populated by the date the DocuSign envelope is completed (i.e., Commitment Change Orders, Prime Contract Change Orders & Prime Potential Change Orders).
Now Setting Value in Executed Field to 'No' When User Clicks Withdraw (8/2/2018)
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.'
Added 'Edit' Button To Procore + DocuSign Integration Banners (19/1/2018)
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 New 'Sign with DocuSign' Checkbox To Approved Change Orders (18/1/2018)
Added a new 'Sign with DocuSign' checkbox to 'Approved' Change Orders, Prime Contract Change Orders (PCCOs), and Prime Potential Change Orders (PPCOs). Placing a mark in this checkbox enables the 'Complete with DocuSign' button.