Below are the notable changes to the project's Prime Contract tool.
Updated Tool Tips to Reflect Change Order Tiers (12/21/2018)
Updated tool tip text for Change Events to reflect the correct change order tier for both commitments and prime contracts.
Added ERP Sync Banners to Prime Contract Tool (12/20/2018)
For customers that have set up the ERP Integrations tool to work with an integrated ERP system, green banners and icons now indicate when the tool's prime contract data is synced with a third party system. See What do the ERP icons mean?
Added Delete Confirmation for Markup (12/11/2018)
When deleting markup, a popup message now appears asking the user to confirm deletion of the markup.
Added A Drop-Down Search Field (11/29/2018)
Updated the Project level Prime Contracts tool so that end users can now select Architect/Engineer, Owner/Client and Contractor via a drop-down or search within the Search field to find a match.
Updated Invoices Header on Multiple Prime Contracts Page (10/31/2018)
Invoices in the Multiple Prime Contracts table now reads Invoices in order to be consistent across the app.
Added Export Feature to Multiple Prime Contracts Page (10/30/2018)
Users can now export their Prime Contract page to a .csv file.
Added Delete Confirmation Message for Prime Contract (8/24/2018)
Added a delete confirmation alert message to warn users that a deleted prime contract cannot be retrieved.
Added Note About Pre-Filling Amounts from CCOs/PCCOs (8/22/2018)
Updated the "Do you want to pre-fill the Owner Invoice?" dialogue box to add a note that informs users it will pre-fill the amounts from approved Commitment Change Orders (CCOs) into Prime Contract Change Orders (PCCOs)
Updated Tooltip on the Synced Filter (8/10/2018)
Updated the tooltip on the 'Synced' filter in the Prime Contract tool's ERP tab. Where there is no data to re-import, the tooltip now reads, "There are no updates to import for this Prime Contract".
New 'View Invoice Detail' Granular Permission (6/7/2018)
Updated the Company level Directory tool to add a new ‘View Payment Application Detail’ granular permission for the Prime Contract tool. This is visible and available to all Procore users and will have slightly different impacts, depending upon whether the company's project is participating in the 'Payment Application's Configurable PDF/COIL/Grouping Beta program. To learn more, see Directory: New 'View Payment Application Detail' Granular Permission for Prime Contract 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.
New Granular Permissions for the Prime Contract Tool (5/25/2018)
Added three (3) new granular permissions for the Prime Contract tool: 'Create Prime Contract', 'Edit Prime Contract', and 'Delete Prime Contract'. The granular permissions can only be set for users with 'Standard' or 'Read Only' level permission to the Project Prime Contract tool. See Grant Granular Permissions in a Permission Template, Create a Prime Contract, and Edit a Prime Contract.
Show and Hide Cost Code on Invoice PDF (5/2/2018)
Updated the Configure Settings page of the Project level Prime Contract tool to add a Show Cost Code on PDF checkbox. Place a mark in this checkbox to show the Cost Code column on the PDF export file for a Invoice. Remove the checkmark to hide the Cost Code column.
'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, Invoice or Invoice 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'.
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 (Invoices) and the Prime Contract tool (Invoices) 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 Invoices (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 Invoices.
Enhanced Cost Code Display In Invoice and Invoice Detail (1/12/2018)
Updated the Cost Code column on the table in the Invoice and Invoice 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 Invoice. 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 Invoice number.