Welcome to the Workflows Tool
Welcome to the Company level Workflows tool. With Workflows, users have the ability to create their own approval paths for items in Procore.
What is a custom workflow?
Example
The image below shows you an example of what a published custom workflow for subcontractor invoices might look like. The workflow steps and conditions may be different in your environment.
Which Procore tools are supported by the Workflows Tool?
Supported Tools
The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Company tools:
The Company level Workflows tool allows you to create and manage workflow templates for the following Project tools:
| Project Tool |
Workflow Item(s) |
To learn more... |
| Budget |
Budget Change |
Create a Workflow Template
|
|
Commitments
|
Subcontractor Invoice |
| Subcontract/Purchase Order |
| Commitment Change Order - Single Tier |
| Commitment Potential Change Order |
| Prime Contracts |
|
| Prime Contract |
|
Prime Contract Change Order - Single Tier
|
| Prime Contract Potential Change Order |
| Correspondence |
Correspondence Item |
