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Workflows

Interactive Workflow Diagram

Click one of the boxes below to view the related tutorial. 

Prime Contracts | Funding | Client Contracts


Prime Contracts

1-Tier | 2-Tier | 3-Tier

1-Tier Change Orders

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...

 

END
END
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
Create a Prime Contract Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Prime Contract Change Order, always create the change orders before the invoice. 
2 Create a Prime Contract Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Prime Contract Change Order 2
Create a Prime Contrac...
Approve or Reject Prime Contract Change Orders
Approve or Reject Prim...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
General Contractor
General Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Prime Contracts Tool
Prime Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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2-Tier (Prime Contract) Change Orders

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to subcontractors so they can enter their own quotes?
Do you want to grant access pe...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behal...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Prime Contract
Create a Potential Change...
Add PCOs to PCCO
Add PCOs to PCCO
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an 'A...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Prime Contract Change Order 2
Create a Prime Contract...

 

Approve or Reject Prime Contract Change Orders
Approve or Reject Prime C...
END
END
Create a Prime Contract Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Prime Contract Change Order, always create the change orders before the invoice. 
2 Create a Prime Contract Change Order:...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...

 

Email a Potential Change Order for a Prime Contract
Email a Potential Chan...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED

 

LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
General Contractor
General Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Prime Contracts Tool
Prime Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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3-Tier (Prime Contract) Change Orders

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to collaborators so they can enter their own quotes?
Do you want to grant access...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behalf...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Prime Contract
Create a Potential Change...

 

Create a Change Order Request for a Prime Contract
Create a Change Order R...
Add 'Approved' CORs to PCCO
Add 'Approved' CORs to PCCO
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Prime Contract Change Order 2
Create a Prime Contrac...

 

 

Approve or Reject Prime Contract Change Orders
Approve or Reject Prim...
END
END

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...
Create a Prime Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Prime Contract Change Order, always create the change orders before the invoice. 
2 Create a Prime Contract Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
General Contractor
General Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Prime Contracts Tool
Prime Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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Funding

1-Tier | 2-Tier | 3-Tier

1-Tier Funding Change Orders

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to contractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original funding?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...

 

END
END
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
Create a Funding Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Funding Change Order, always create the change orders before the invoice. 
2 Create a Funding Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Funding Change Order 2
Create a Funding Chang...
Approve or Reject Funding Change Orders
Approve or Reject Fund...
LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner/CM
Owner/CM
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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2-Tier Funding Change Orders

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to contractors so they can enter their own quotes?
Do you want to grant access...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behal...
Is the change in scope with the original funding?
Is the change in scope wi...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Funding
Create a Potential Change...
Add PCOs to FCO
Add PCOs to FCO
Did the funding source reply with an 'Approve' response?
Did the funding source re...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Funding Change Order 2
Create a Funding Change...

 

Approve or Reject Funding Change Orders
Approve or Reject Funding...
END
END
Create a Funding Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Funding Change Order, always create change orders before invoices.
2 Create a Funding Change Order:...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...

 

Email a Potential Change Order for a Funding
Email a Potential Chan...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED

 

LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner
Owner
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

back to top

3-Tier Funding Change Orders

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to contractors so they can enter their own quotes?
Do you want to grant access...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...
Is the change in scope with the original funding?
Is the change in scope wi...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Funding
Create a Potential Cha...

 

Create a Change Order Request for a Funding
Create a Change Order...
Add 'Approved' CORs to FCO
Add 'Approved' CORs to FCO
Did the funding source reply with an 'Approve' response?
Did the funding source re...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Funding Change Order 2
Create a Funding Chang...

 

 

Approve or Reject Funding Change Orders
Approve or Reject Fund...
END
END

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...
Create a Funding Change Order:

To automatically populate a funding invoice with the approved Commitment Change Order amounts included on a Funding Change Order, always create the change orders before the invoice.
2 Create a Funding Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner
Owner
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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Client Contracts 

1-Tier | 2-Tier | 3-Tier

1-Tier Client Contract Change Orders

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...

 

END
END
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
Create a Client Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Client Contract Change Order, always create the change orders before the invoice. 
2 Create a Client Contract Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Client Contract Change Order 2
Create a Client Contra...
Approve or Reject Client Contract Change Orders
Approve or Reject Clie...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
GC/Client (Collaborator)
GC/Client (Collaborator)
Optional Step
Optional Step
Specialty Contractor
Specialty Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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2-Tier Client Contract Change Orders

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to subcontractors so they can enter their own quotes?
Do you want to grant access pe...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behal...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Client Contract
Create a Potential Change...
Add PCOs to PCCO
Add PCOs to PCCO
Did the owner reply with an 'Approve' response?
Did the owner reply with...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Client Contract Change Order 2
Create a Client Contract...

 

Approve or Reject Client Contract Change Orders
Approve or Reject Client...
END
END
Create a Client Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Client Contract Change Order, always create the change orders before the invoice. 
2 Create a Client Contract Change Order:...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...

 

Email a Potential Change Order for a Client Contract
Email a Potential Chan...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED

 

 

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
GC/Client (Collaborator)
GC/Client (Collaborator)
Optional Step
Optional Step
Specialty Contractor
Specialty Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Change Orders Tool
Change Orders Tool

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3-Tier Client Contract Change Orders

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...

 

END
END
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
Create a Client Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Client Contract Change Order, always create the change orders before the invoice. 
2 Create a Client Contract Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Client Contract Change Order 2
Create a Client Contra...
Approve or Reject Client Contract Change Orders
Approve or Reject Clie...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
GC/Client (Collaborator)
GC/Client (Collaborator)
Optional Step
Optional Step
Specialty Contractor
Specialty Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
 

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