What are custom workflows and which Procore tools support them?
Answer
In Procore, a custom workflow is a process that defines an approval path that is unique to your business. Currently, there are two (2) ways to create a custom workflow in Procore:
- Create a custom workflow template using the Company Level Workflows Tool. If you are a beta program participant, you can create a custom workflow for select tools using Procore's self-service Company level Workflows tool. To learn how to build your custom workflows, visit the Company level Workflows page.
OR - Engage the Procore Custom Solutions Team to develop a custom workflow as an add-on service. If you would prefer to have Procore build your custom workflows for you or if you want a custom workflow for a tool not listed below, your company's Procore Administrator can engage Procore's Custom Solutions Team. To learn more about this add-on service, visit Procore Custom Solutions.
Supported Tools
Company Tools
The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Company tools:
| Company Tool | Workflow Item(s) | To learn more... |
|---|---|---|
| Payments | Payments | Create a Custom Workflow Template |
Project Tools
The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Project tools:
| Project Tool | Workflow Item(s) | To learn more... |
|---|---|---|
| Budget | Budget Change |
|
|
Commitments |
Subcontractor Invoice | |
| Subcontract/Purchase Order | ||
| Commitment Change Order - Single Tier | ||
| Commitment Potential Change Order | ||
| Prime Contracts |
|
|
| Prime Contract | ||
|
Prime Change Order - Single Tier |
||
| Prime Potential Change Order | ||
| Correspondence | Correspondence Item |