Skip to main content
Procore

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

 Note

This information applies to accounts with Procore's Portfolio Financials product with Approvals enabled for the account. See Self-Serve Approval Workflows.

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  
Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request          
Fully Approved      
Rejected      
Canceled      
Reminder Email          

 


Back to top

Contract Approval  
Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request          
Fully Approved      
Rejected      
Canceled      
Reminder Email          

 


Back to top

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          
Fully Approved      
Rejected      
Canceled      
Reminder Email          

 


Back to top

Invoice Approval  
Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request          
Fully Approved      
Rejected      
Canceled      
Reminder Email          

 


Back to top

Budget Approval  
Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request          
Fully Approved        
Rejected        
Canceled        
Reminder Email          

 


Back to top