Skip to main content
Procore

Workflows

Interactive Workflow Diagram

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

 


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...

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...

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...