Change Events: Modernized User Guide

Getting Started

	This user guide provides Procore users with information about how to use Procore's Modernized Change Events tool to manage change on projects from beginning to end. Some of the things you'll learn in this guide include:
What are Change Events? Key Features of Change Events. Setup and Configuration. Cross-tool Connections. Creation and Management. Frequently Asked Questions.

What are Custom Workflows?

A custom workflow is a process that defines a unique approval path for an item on your projects. For example, a workflow allows you to create steps to 'Approve' an item (such as a subcontractor invoice or contract) in Procore. A custom workflow would define the responsible roles, groups, and conditions for routing an item through that approval process—and that process is tailored to suit the unique needs and specific requirements of your company's business environment.

The approved status of an item using a custom workflow is tied to the unique steps built within the workflow. Each workflow requires specified users to respond to steps within the workflow for the item to reach its desired status. An item created with a workflow in place is restricted from having its status changed without the use of the workflow.

What are the minimum eligibility requirements for participating in the beta program?

The minimum eligibility requirements for the beta program include:

Your company must be using these Procore tools:
- Project level Commitments tool to create purchase orders and subcontracts.
- Project level Invoicing tool to manage subcontractor invoices.
Your company's Procore account must be:
- Licensed for Procore's Project Financial Tools.
- Updated for the new Collaborator and Admin views for subcontractor invoicing on the environment used in the beta.To learn more about these updates, see Financial Management: (Coming Soon!) New Collaborator View for the Invoicing Tool and Financial Management: (Phase I) New Admin View for Subcontractor Invoices.
Your company can only use one version of Workflows (legacy or self-service) for each tool. For example, if you have legacy workflows enabled for subcontracts and purchase orders, you cannot use self-service workflows on those items. However, you could use self-service workflows on other items, such as subcontractor invoices. In addition, if you are using legacy workflows on other Procore tools- such as Change Orders or Prime Contracts- self-service workflows can still be used on the Commitments tool.

The expected goal for the new Workflows tool is to provide Procore users with the capability to build self-service, custom workflows for Procore tools used to create items that require an approval process. Procore's anticipated plan is to conduct research and usability tests with beta program participants.

For this beta, the Company level Workflows tool will only be available to participants who meet the eligibility requirements above and who want to create a custom workflow to manage the approval process for the tool listed below.

Supported Tools

The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for use with these Procore project tools:

Procore Tool	Workflow Item(s)	To learn more...
Commitments ¹	Subcontractor Invoices ²	Create a Custom Workflow for Subcontractor Invoices
Commitments	Subcontracts/Purchase Orders	Create a Custom Workflow for a Commitment
Prime Contracts ¹	Prime Contract	Create a Custom Workflow Template for Prime Contracts

¹This tool is only available when your company is licensed for Procore's Project Financials tools.

²This item is only available when your company is using the Collaborator and Admin views for subcontractor invoicing.

Steps

Navigate to the Company level Workflows tool.
Read the Beta Participant Agreement.
Click Accept

Setup & Configuration

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Create Custom Workflow Templates

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Assign Workflow Templates to Projects

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Configure Workflow Templates on a Project

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Start a Workflow

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