Skip to main content
Procore

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

The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for use with these Procore project tools:

Procore Tool Workflow Item(s) To learn more...
Budget Budget Change

 

 

 

 

 

 

Create a Custom Workflow Template

Commitments 

Subcontractor Invoice 
Subcontract/Purchase Order
Commitment Change Order - Single Tier
Commitment Potential Change Order
Prime Contracts 

Owner Invoice

Prime Contract

Prime Change Order - Single Tier

Prime Potential Change Order
Correspondence Correspondence Item