Below are the notable changes to the project's Commitments tool in 2018.
Updated Tool Tips to Reflect Variation Tiers (21/12/2018)
Updated tool tip text for Change Events to reflect the correct variation tier for both commitments and head contracts.
Added Create & Enter SOV Button (17/12/2018)
Users with 'Admin' level permission can now be redirected to the Schedule of Values tab when creating new commitments using the Create & Enter SOV button.
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.
Added Commitments Custom Fields On Custom Reports (2/11/2018)
Commitments Custom Fields on Custom Reports is now available for all users.
New Alert Messages for Links in Emails Sent from the Commitment's Tool (30/8/2018)
When a project collaborator (i.e., a subcontract) has been sent an email about a commitment and has not been granted the appropriate permissions to view that information, the system now provides the user with an alert message when the user clicks the View in Procore or View Online links. To request permissions, the collaborator should contact the company's Procore Administrator.
Export PDFs Now Include Signed PDFs from DocuSign (7/6/2018)
Updated the Project level Commitments & Head Contracts tool for the Procore + DocuSign integration. Now, when a commitment or head 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.
Updated the View Private Subcontracts & View Private Purchase Orders Granular Permission (5/6/2018)
Updated the 'View Private Subcontracts' and 'View Private Purchase Orders' granular permission, which now allows users assigned either of those granular permissions to view all variations associated with that subcontract and/or purchase order.
New Send to DocuSign Button in Billings Tab (1/6/2018)
Added a 'Send to DocuSign' button to the Billings tab of the Project level Commitments tool. Users can now select the checkboxes that correspond to the desired commitment progress claims on this page and then click the button to send those commitment progress claims in to DocuSign for electronic signatures.
Updated File Attachment Permission for Commitment Progress Claims (21/5/2018)
Now, users with 'Standard' level permission on the Commitments tool or the designated 'Progress Claim Contact' can attach files to a commitment progress claim after its been submitted for review. This means that these users can now attach files when a commitment progress claim's status is not set to 'Draft' or 'Revise and Resubmit'.
Added a 'Contract Type' Filter to the Billings Tab (14/5/2018)
Added the ability for users to filter by "Contract Type" in the Add Filter dropdown menu on Commitments Billings tab page. When this filter is added, the checkbox selections that appear are "Purchase Order" and "Subcontract".
Added Ability To Export The Commitments Billings Table (11/5/2018)
Added ability to export the table in Billings tab of the Commitments tool to PDF. This PDF will respect the grouping, filter, search and expanding/collapsing of rows applied.
Update the Status of Multiple Commitment Progress Claims in Edit Mode (3/5/2018)
End users can now change the status of multiple commitment progress claims at one time. To do this, navigate to the Commitments tool and click the Billings tab, click the new Edit button. In the Status drop-down menu, select the desired status and click the Save Edits button. This applies the selected status on all of the specified commitment progress claims.
Added Informational Fields to the Email Notifications for the Commitment Progress Claims Tool (1/5/2018)
Updated the email notifications from Procore related to commitment progress claims workflow. Outgoing emails now include these fields: Contract Company, Contract Title, Status and Amount. Also added the company name to email subject lines on the 'Action Required' and 'State Change' notifications.
'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.
Updated Link In Email Sent From Commitments Tool (4/4/2018)
When an end user was emailed a head 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'.
Added 'Executed' Column To The Commitments Tool (28/3/2018)
Updated the Commitments tool by adding an Executed column that is inline-editable.
New 'Contract Signer' Field in the Directory Tool for DocuSign (22/3/2018)
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 Head Contract tools) and variations (i.e., Commitment Variation, Head Contract Variation and Head Contract Potential Variation). See DocuSign: New 'Contract Signer' Field in the Directory Tool.
Added 'Progress Claim Contacts' to Directory & Show Vendor as 'Contract Company' in Commitments Tool (23/2/2018)
Updated the Company Directory tool's Edit Company page to add an 'Progress Claim Contacts' drop-down menu. This gives users the ability to set one or more progress claim contacts for each vendor record in a company's Procore account. This change also affects the Project level Commitments tool, so that when users create or edit commitments that correspond to a vendor, that contact's name is selected in the "Contract Company" field on the commitment contract.
Now Showing More Commitment Progress Claim Info in My Open Items (22/2/2018)
Updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays both the Commitment Progress Claim Number and Billing Period information in the 'Details' field. This information comes from the Project level Commitments tool. Prior to this update, the My Open Items table only displayed the Commitment Progress Claim Number. See Commitments: Now Showing More Commitment Progress Claim Info in My Open Items.
Added the 'Signature' and 'Date Signed' Fields to DocuSign Envelope (16/2/2018)
Updated the Commitments tool (Commitment Progress Claims) and the Head Contract tool (Progress Claims) to add the automatically placed "Signature" and "Date Signed" fields (tags) to the DocuSign Envelope.
Status Changes to 'Approved' After Completed DocuSign Signature (14/2/2018)
Implemented a change on the Project level Commitments tool (for work order and purchase order contracts) and also on the Project level Head Contract tool so that now the items status changes to 'Approved' after e-signatures are completed in DocuSign.
Progress Claim Contact Now Populates DocuSign Envelopes for Commitment Progress Claims (14/2/2018)
Implemented a change so that each 'Progress Claim Contact' on a commitment will automatically populate on the DocuSign envelope as a 'Subcontractor' recipient for commitment progress claims.
Added 'Contract Dates' to Custom Commitment Reports (12/2/2018)
Added 'Contract Dates' to custom commitment reports.
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'.
New Confirmation Messages for the Procore + DocuSign Integration (5/2/2018)
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 Head Contract tools when the Procore + DocuSign integration is enabled.
DocuSign Signature Completion Updates Variation Status to 'Approved' (5/2/2018)
For companies using the Procore + DocuSign integration, we've updated the Project level Commitments and Project level Head Contract tool so that now, when signatures are completed in DocuSign for a variation, its status is updated to 'Approved'. This applies to Head Contract Variations, Potential Variations and Commitment Variations.
Added the Procore + DocuSign Integration to Commitment Progress Claims (30/1/2018)
Updated the project's Commitments tool to add the Procore + DocuSign Integration to commitment progress claims.
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 SSOV Detail Line Items To Commitment Contract PDFs (5/1/2018)
Added subcontractor schedule of values (SSOV) detail line items to be displayed by default on the commitments contract PDF for both work order and purchase order contracts that have SSOV enabled.