Which Procore tools support Workflows?

Answer

Procore's Workflows tool works with these Procore tools.

Company Level Tools

Users can create and manage workflows for these Company level tools. For instructions, see Create a Workflow Template.

Company Tool

Workflow Item(s)

Notes

Payments

Payment

Project Level Tools

Users can create and manage workflow templates for these Procore tools in the Company level Workflows tool. To learn how, see Create a Workflow Template.

 Note

Users can also create and manage custom workflow templates for items in a project-level tool. Procore saves these templates at the project level, making them distinct from your company-level workflow templates. To enable this feature, see Enable Project Level Workflow Templates.

Project Tool

Workflow Item(s)

Notes

Budget

  • Budget Change

Commitments

  • Subcontract

  • Purchase Order

  • Commitment Change Order - Single Tier

  • Commitment Change Order - Two or Three Tier

  • Commitment Potential Change Order





Multi-tier workflows are not supported in 360 Reporting.

Correspondence/Custom Tools

  • Correspondence/Custom Tools Type

This tool requires users to select a specific Correspondence/Custom Tools Type from a drop-down list when adding a workflow template.

Document Management

  • Document

This Document Management tool is only available in select regions and is visible as a selection in the Tool menu of the Workflow Builder when enabled in your company's Procore account.

Invoicing

  • Subcontractor Invoice

Prime Contracts

  • Owner Invoice

  • Prime Contract

  • Prime Contract Change Order - Single Tier

  • Prime Contract Change Order - Two or Three Tier

  • Prime Contract Potential Change Order





Multi-tier workflows are not supported in 360 Reporting.

See Also

Loading related articles...