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Portfolio Financials: Self-Serve Approval Workflows

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: April 15, 2020


 Note
This release applies to accounts with Procore's Portfolio Financials product with Approvals enabled for the account. Please reach out to your Procore point of contact for more information. 

Create Your Own Approval Workflows

Procore has added a new Self-Serve Approval Workflows feature to Portfolio Financials that allows Company Admins to create custom approval workflows for reviewing or approving items. These workflows can be simple or complex, and can be used for items in Portfolio Financials such as bids, contracts, budgets, change orders, and invoices.

Previously, approval workflows could only be created and managed by Procore. This meant that users were required to contact Procore Support or their point of contact whenever a change to a workflow was needed, such as updating an approver or threshold amount, or changing a workflow’s assignment to a building. Not only could this be time consuming on both ends, but it could potentially cause project delays since approvals are often required before moving forward with work. This release allows you to create and manage your own workflows, whenever necessary.

Preview

create-approval-workflow-template.png
template-created.png

Things to Consider

  • Required User Permissions:
    • To create or manage an approval workflow, you must have Company Admin permissions.
    • To be added as an approver on a workflow, the person must have Company Admin or Building Admin permissions. 
  • Additional Information:
    • The following types of approval workflows will be available to create: 
      • Bid/Contract
        Note: If you only want bid approvals turned on, and not contract approvals, please reach out to your Procore point of contact.
      • Budget
      • Change Orders
      • Invoices 
    • If you edit, remove, or delete a workflow, any associated approvals will be canceled and must be resubmitted. 
      Note: The project manager and submitter of each approval will be notified of the cancellation by email.

Steps

The following actions are available for approval workflows. Click to jump to a section:

Create an Approval Workflow Template
  1. Click the hamburger icon to expand the sidebar menu.
    hamburger-icon.png
  2. Click Company Settings
  3. Click Approval Workflows if it is not already selected.
    Note: This opens the Templates page.
  4. Click + Add Template
  5. Enter a name for the workflow template under 'Template Name'.
    Note: The name cannot already in use for another workflow.
  6. Select an approval type from the 'Approval Type' drop-down menu:
    Note: The approval type options will depend on which approval types have been enabled for your company. 
    Important! The approval type cannot be changed after the workflow template is saved.
    • Bid/Contract
    • Budget
    • Change Order
    • Invoice
  7. Click Next.
  8. Under User, search for the person you want to add to the workflow step and select their name from the drop-down menu.
  9. Under Approves, select one of the following options:
    • Always: If you select this option, the workflow step is complete.
      Note: You can either add another step and repeat the process, or click Save to confirm the workflow template. 
    • Only If: If you select this option, the following information must be completed:
      1. Select one of the following options from the drop-down menu to determine the only condition that the item (invoice, change order, bid/contract, or budget) would require an approval:
        • is greater than
        • causes forecast to exceed budget by
          Note: This option is not available for Budget or Invoice approvals.
        • exceeds previous budget by more than
          Note: This option is only available for a Budget approval.
      2. Enter the amount as a numeric value.
        Note: If available, click the dollar or percent symbol to describe the amount.
  10. Click Save

 


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Assign an Approval Workflow to Buildings

After creating a workflow template, you will need to assign it to one or more buildings so it can be used. This can be done from the approval template itself, or from the Buildings tab.

From the Approval Workflow Template
  1. From the Approval Workflows page, click the name of the workflow approval template you want to assign to a building.
    Note: This opens a new page that lists all available buildings on the left side and any buildings that were already selected on the right side.
  2. Click the name of each building you want to select, or click Add All to select all available buildings. 
    assign-workflow-to-buildings.png
    Tip! Use the search bar at the top of the page to quickly locate a building. 
     
  3. Click Next.
  4. Choose one of the following options to determine when the workflow should be used for the selected buildings:
    • Set as default: The workflow will be used by default for approvals.
    • Specific project types: The workflow will only be used for specific project types. If you select this option, all available project types are listed and you must select the project types:
      • Click the project type you want to select.
  5. Click Next.
  6. Review the details of the workflow that will be assigned to any selected buildings.
  7. Click Confirm
From the Buildings Tab
  1. From the Approval Workflows page, click Buildings.
  2. Click the name of the building.
    Note: This opens the building's detail page. Any workflows that exist are shown here.
  3. Mark the checkbox next to a workflow you want to assign to the building.
  4. Click + Assign

 


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Edit an Approval Workflow Template

Note: If you edit a workflow, any associated approvals will be canceled and must be resubmitted. 

  1. From the Templates page, click the workflow you want to edit.
  2. Optional: If you only want to edit the name of the template or change the project types selected, click the pencil pencil-icon.png icon in the field. 
  3. In the Template Details section, click Edit
    Note: A list of approvals is shown so that you can review them if necessary before confirming. Click Cancel if you do not want to edit and cancel the approvals.
  4. Click Edit to confirm that you want to edit, which will cancel any active approvals. 
  5. Make any necessary updates to the information in the workflow template.
    Note:
    • Click the trash bin  icon if you want to remove a workflow step.
    • Click + Add Step if you want to add a new step to the workflow.
  6. Click Save

 


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Remove an Approval Workflow Template from a Building

Note: If you remove a workflow template, any associated approvals will be canceled and must be resubmitted. 

  1. From the Templates page, click the workflow template you remove.
  2. Mark the checkboxes next to the buildings you want to remove the workflow from.
  3. Click Remove.
  4. Click Remove to confirm that you want to remove the workflow template from the selected buildings.

 


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Delete an Approval Workflow Template

Note: If you delete a workflow template, any associated approval workflows will be removed from the buildings it was assigned to. In addition, the approvals will be canceled and must be resubmitted. 

  1. From the Templates page, click the workflow you want to delete.
  2. Click Delete Template
    delete-approval-workflow-template.png
  3. Click Delete to confirm the deletion.

 


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View the Template Details Page
  1. From the Templates page, click the workflow you want to view details for.

    template-detail-page.png
     
  2. View the following information in the Template Details section:
    • Name: The name of the workflow template.
    • Approval Type: The type of approval (Bid/Contract, Budget, Change Order, or Invoice).
    • Active Approvals: The number of approvals that are currently active.
    • Workflow: The names of all users in the approval workflow, in order of the workflow steps. 
  3. View the following information in the Buildings section:
    • Building: The name of the workflow template.
    • Active Approvals: The number of approvals that are currently active.
    • Default Workflow: 'Yes' indicates the template is the default for the building. 'No' indicates the template is not set as default.
    • Project Types: The specific project types that the workflow template is applied to in a building.

 


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View Approval Workflow Templates
  1. From the Approval Workflows page, click Templates.
  2. All workflow templates are shown with the following information:
    • Name: The name of the workflow template.
    • Approval Type: The type of approval (Bid/Contract, Budget, Change Order, or Invoice).
    • Buildings: The number of buildings assigned to each workflow template.
    • Approvers: The names of the approvers, in order of approval steps.

 


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Search for Approval Workflow Templates
  1. From the Approval Workflows page, click Templates.
  2. Click the Find search bar and enter a search term. 
    Note: You can search by workflow name and approver.
  3. Click the magnifying glass, or press RETURN or ENTER on your keyboard to initiate the search.
  4. Matching search results are displayed.

 


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View a List of Buildings with Approval Workflows
  1. From the Approval Workflows page, click Buildings.
  2. The following information is available to view:
    • The number of active approvals for each building is shown in the Active Approvals columns.
    • The following workflow types are shown as columns to indicate the types of workflows that exist for each building:
      Note: An active checkmark  active-checkmark.png  indicates that a workflow exists for the type of item, while an inactive checkmark  inactive-checkmark.png  indicates there are no workflows.
      • Bid/Contract Workflows
      • Budget Workflows 
      • Change Order Workflows
      • Invoice Workflows

buildings-tab-overview.png


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If you would like to ask questions or share any feedback, please contact support-owners@procore.com.