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Procore

Workflows

Interactive Workflow Diagrams

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Create a Record for a Payment Received
Create a Record for a...


END
END



Configure Settings: Prime Contracts
Configure Settings: Pr...


START
START


Create Prime Contracts
Create Prime Contracts


Edit the Advanced Settings on a Prime Contract
Edit the Advanced Sett...


Add Line Items to the SOV
Add Line Items to the...


Create the SOV from the Project's Budget
Create the SOV from th...


Import the SOV from a CSV File
Import the SOV from a...
Update the Schedule of Values on a Prime Contract
Update the Schedule of Values on a Prime Contract


Email a Prime Contract
Email a Prime Contract


Create an Owner Invoice
Create an Owner Invoic...


Email an Owner Invoice
Email an Owner Invoice
Approve a Prime Contract
Approve a Prime Contra...


Create a Prime Contract Change Order
Create a Prime Contrac...
Change Order
Change Order
Invoice
Invoice
Create a change order or an invoice?
Create a change order or an invoice?
Have you received payment for the owner invoice?
Have you received payment for the ow...


Approve or Reject Prime Contract Change Orders
Approve or Reject Prim...
LEGEND
LEGEND
Project Manager/General Contractor
Project Manager/General Contractor
Owner
Owner
Prime Contracts 'Admin'
Prime Contracts 'Admi...
Prime Contracts Tool
Prime Contracts Tool
Change Orders Tool
Change Orders Tool
Resend invoice?
Resend invoice?
Optional
Optional