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.
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) |
To configure a custom workflow on a Procore project.
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.
A default workflow must be configured and set before a workflow can be used on an invoice.