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Configure a Custom Workflow Template for Subcontractor Invoices on a Project (Beta)

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)
 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.

Objective

To configure a custom workflow on a Procore project. 

Background

After an authorized user publishes a custom workflow for use with subcontractor invoices, the next step is to assign that workflow to a project. Once the workflow is assigned to a project, you can update its configuration settings for your specific project. This includes assigning a person to act as the 'Workflow Manager' for your project and to assign the appropriate distribution group to your workflow for Procore's automated notifications. 

To provide you with the ability to designate responsible roles and recipient groups, use the controls in the 'Subcontractor Workflow Settings' section of Procore's Project level Invoicing tool. This section lists all of the custom workflows that have been assigned to your project for subcontractor invoicing. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Directory tool. 
      OR
    • Users with the 'Configure Workflow Templates' commitment workflows granular permission on their permissions template.
       Tip
      What permissions does an end user need to be assigned to a role in a workflow? To learn more, see What are the different roles within Custom Workflows? 
  • Additional Information: 
    • The 'Subcontractor Workflow Settings' section is only visible and available if a Workflow Manager has assigned a custom workflow to your Procore project in your company's Procore account. 

Steps

Assign a Project Workflow Manager & Distribution Group to a Custom Workflow

  1. Navigate to the Project level Invoicing or Progress Billings tool.
     Note
    The name of your Procore tool depends on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Locate the workflow to update in the 'Subcontractor Workflow Settings' table.
  4. Click the Configure button to open the workflow in the Company level Workflows tool.
    subcontractor-workflow-settings-configure.png
  5. At the top of the workflow, do the following:
    workflow-assign.png
    • Assign Workflow Manager. Select the project user who is assigned to this role in the drop-down list at the top of the page. 
    • Assign Distribution Group. Select a distribution group from this list. These users are the individuals who will receive notification emails from Procore when actions are triggered by your workflow steps. 
  6. Click Save in the bottom right corner of the Workflows tool. 
     Note
    A GREEN 'The workflow settings were successfully updated.' message confirms your new settings and the name of the 'Default Item Manager' and 'Default Distribution List' that you selected appears in the workflow's line item. 
  7. Click Save in the Configure Settings page of the Invoicing or Progress Billings tool. 

Customize the Standard Steps in a Custom Workflow for a Project

  1. Navigate to the Project level Invoicing or Progress Billings tool.
     Note
    The name of your Procore tool depends on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Locate the workflow to update in the 'Subcontractor Workflow Settings' table and click Configure.
    subcontractor-workflow-settings-configure.png
  4. Click a standard step in the custom workflow to open the right pane for that step. 
    click-standard-step.png
  5. Do the following:
    • Assignee(s). Select one (1) or more Procore user names from this drop-down list. To appear in this list, the individual must be added to the project's Directory tool. Note: If 'Item Creator' was selected for the assignee role of a step in the company level workflow builder, another specific assignee cannot be chosen. 
    • Days to Complete*. Enter a number in the first box. Then select Calendar Days of Business Days from the drop-down list. Procore's default option is Calendar Days. This defines the number of days the 'Assignee(s)' have to complete the workflow step. If the 'Assignees' do not complete these steps, Procore sends an automated notification to the assignee(s) as a reminder.
    • Optional: Send Emails to Assignee and _____. Select the groups or roles that should receive an automated notification when the workflow step is NOT completed within the number of days specified above. The recipients named here will also receive an email when the workflow step is completed. This step is only required when the custom workflow's author specified a role or group in the custom workflow template in the Company level Workflows tool. If the workflow's author skipped this step, the ability to add assignee(s) is available to you. 
  6. Click Save in the Workflows tool. A GREEN 'The workflow settings were successfully updated.' message confirms your new settings and the name of the 'Default Item Manager' and 'Default Distribution List' that you selected appears in the workflow's line item. 
  7. Repeat the steps above for every standard step in the custom workflow. 
  8. Click Save in the Configure Settings page of the Invoicing or Progress Billings tool. 

Set a Default Workflow 

A default workflow must be configured and set before a workflow can be used on an invoice.

  1. Hover over the 'Default Workflow' column in the subcontractor workflow settings table.
  2. Click Set as Default. Note: If a default workflow has already been set, the same action will remove the default selection. 
  3. Once the default workflow is set, a checkmark will appear in the 'Default Workflow' column next to that template.

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