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What email notifications are sent for Approval Workflows in Portfolio Financials?

 Note
This information is relevant to accounts with the Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Answer

Email notifications are sent out to different users during the approval workflow process. Click a link to view the email matrix for the following approval types:

Bid Approval    

Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications of bid approvals.

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Rejected icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Canceled icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Contract Approval    

Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications for contract approvals.

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Rejected icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Canceled icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Change Order Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png     icon-permissions-access-check.png   icon-permissions-access-check.png
Rejected icon-permissions-access-check.png     icon-permissions-access-check.png   icon-permissions-access-check.png
Canceled icon-permissions-access-check.png     icon-permissions-access-check.png   icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Invoice Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png       icon-permissions-access-check.png icon-permissions-access-check.png
Rejected icon-permissions-access-check.png       icon-permissions-access-check.png icon-permissions-access-check.png
Canceled icon-permissions-access-check.png       icon-permissions-access-check.png icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Budget Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png         icon-permissions-access-check.png
Rejected icon-permissions-access-check.png         icon-permissions-access-check.png
Canceled icon-permissions-access-check.png         icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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