2018
Below are notable changes to the Project level Variations 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 Variations Feature (15/8/2018)
The Project Variations tool had a configuration for allowing variations without a contract. This is no longer available.
Added Contract Dates to PDFs (9/8/2018)
Updated the Project level Variations tool to provide users with the ability to add Contract Dates to Subcontract and Purchase Variation PDFs.
'Void' Moved to Status Drop Down List (30/4/2018)
Updated the Variations, Commitments and Head Contract tool to remove the 'Void' checkbox from the Variation PV and Commitments PV forms. There is now a 'Void' selection in the 'Status' drop-down list for variations so the checkbox is no longer be needed. See Create a Head Contract Variation and Create a Commitment Variation CV.
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, Head Contract, Variation, Progress Claim or Commitment Progress Claim to DocuSign for signature.
Added a New 'Signed Variation Received Date' Field To The Variations Tool (12/3/2018)
Updated the Project level Variations tool to add a new 'Signed Variation 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 Variations, Head Contract Variations & Head Potential Variations).
Now Setting Value in Executed Field to 'No' When User Clicks Withdraw (8/2/2018)
Implemented a change that affects the Head Contract, Commitments and Variations 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, Variations, and Documents tools. See What do the different DocuSign banners in Procore mean?
Added New 'Sign with DocuSign' Checkbox To Approved Variations (18/1/2018)
Added a new 'Sign with DocuSign' checkbox to 'Approved' Variations, Head Contract Variations (HCVs) and Head Potential Variations (PPCOs). Placing a mark in this checkbox enables the 'Complete with DocuSign' button.