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Procore

(Beta) Workflows Tool

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 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

With Procore's Company level Workflows tool, users will have the ability to create their own custom approval workflows.

  • Create and manage customized workflows
  • Automate manual approval processes
  • Submit items to designated reviewers for approval, and notify users and distribution group members when items are approved

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Getting Started
Company Level Actions
Project Level Actions
 Tip

To browse and search all Procore training videos, visit our video library.

Configure Workflow Settings
 
Create a Workflow
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Execute a Workflow
 
Configure Workflow Settings
 
Create a Workflow
 
Execute a Workflow
 

 Workflows | Legacy Workflows

Workflows

The following table highlights which user permissions are required to perform the described user action. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Company Permissions Template for more information.

Task None Read Only Standard Admin
Assign a Custom Workflow Template to a Project   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Custom Workflow Template       icon-mindtouch-table-check.png
Delete a Custom Workflow Template   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Duplicate a Custom Workflow Template       icon-mindtouch-table-check.png
Edit a Custom Workflow Template   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Self-Serve Workflows for your Company       icon-mindtouch-table-check.png
Publish a Custom Workflow Template       icon-mindtouch-table-check.png
View Workflow Templates   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

 

Legacy Workflows

* If your company purchased the legacy Workflows tool, your company's Procore Administrator must submit an enablement request to your company's Procore point of contact. Your Procore Administrator will work with your Procore point of contact to create workflows. 

 

Below are the notable changes to the Company level Workflows tool. 

Recent Changes

Added a 'Workflows' Column to the Contracts Table in the Commitments Tool (09/28/2022)

Procore has updated the Commitments tool for participants in the Workflows Beta program. A new 'Workflows' column is now automatically added to the 'Contracts' table in the Project level Commitments tool when you complete the steps in Create a Custom Workflow Template for Commitments. Clicking the icon in this new column shows the name of the workflow manager, its current state, and the number of days (if the workflow is overdue). At this time, the column data is not included in CSV or PDF exports from the Commitments tool. It is also not synced with the ERP Integrations tool. 

Additional conditional logic options added to commitment workflows (05/06/2022)

Four additional conditional logic options have been added as options when creating commitment workflow templates. Amount Over budget on Approved Cost Objects, Amount Over Budget on All Cost Objects, Percent of Budget Allocated to Approved Cost Objects, Percent of Budget Allocated to All Cost Objects. See Create a Custom Workflow Template for Commitments for more information.

Prime contracts added to Workflows open beta (04/26/2022)

Prime Contracts has been added to the list of tools supported by the self-serve workflows open beta. See Create a Custom Workflow Template for Prime Contracts.

Self-serve workflows open beta begins (04/21/2022)

The self-serve Workflows open beta is now available for all Procore users. See About the Workflows Beta Program.