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Procore

Workflow Diagrams

Select a tool to view its workflow diagram.


Company Level

Admin (Company Level)

diagram_admin_company-level_wbs.png

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diagram_admin_company-level_wbs_es-es.png

diagram_admin_company-level_wbs_es-la.png

diagram_admin_company-level_wbs_fr-ca.png

diagram_admin_company-level_wbs_fr-fr.png

diagram_admin_company-level_wbs_pt-br.png

diagram_admin_company-level_wbs_zh-sg.png

diagram_admin_company-level_wbs.png

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Directory (Company Level)

diagram_directory_company-level_tool-overview.png

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diagram_directory_company-level_tool-overview_pt-br.png

diagram_directory_company-level_tool-overview_zh-sg.png

diagram_directory_company-level_tool-overview.png

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Prequalification Portal

diagram_prequalification-portal_tool-overview.png

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diagram_prequalification-portal_tool-overview_pt-br.png

diagram_prequalification-portal_tool-overview_zh-sg.png

diagram_prequalification-portal_tool-overview.png

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Prequalifications

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diagram_prequalifications_tool-overview.png

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Timesheets (Company Level)

diagram_timesheets_company-level_tool-overview.png

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diagram_timesheets_company-level_tool-overview.png

 

Transfer Procore Time Entries to QuickBooks Desktop

diagram_timesheets_company-level_transfer-procore-time-entries-to-quickbooks-desktop.png

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Project Level

Admin (Project Level)

diagram_admin_project-level_wbs.png

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diagram_admin_project-level_wbs.png

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Bidding

diagram_bidding_tool-overview.png

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Budget

Set Up and Manage a Budget

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Add a Budget View for Real-Time Labor Costing

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Set Up a 'Procore Labor Productivity Cost' Budget View

diagram_budget_procore-labor-productivity-cost-budget-view.png

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Change Events

Client Contracts

diagram_change-events_change-orders-for-client-contracts.png

Funding

diagram_change-events_change-orders-for-funding.png

Prime Contracts

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Change Orders

Client Contracts Tool

diagram_change-orders_client-contract-change-orders.png

Commitments Tool

diagram_change-orders_commitment-change-orders.png

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Funding Tool 

diagram_change-orders_funding-change-orders.png

Prime Contracts Tool

diagram_change-orders_prime-contract-change-orders.png

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diagram_change-orders_prime-contract-change-orders.png

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Client Contracts

diagram_client-contracts_tool-overview.png

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Commitments

Create a Purchase Order or Subcontract 

diagram_commitments_tool-overview.png

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Contractor Invoices

Workflow not yet available.

Subcontractor Invoices

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Coordination Issues

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Correspondence

Correspondence workflow diagram.png

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Correspondence workflow diagram.png

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Daily Log

Daily Log Workflow

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Directory (Project Level)

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Documents (Project Level)

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Drawings

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Funding

diagram_funding_tool-overview.png

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Incidents

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Inspections (Project Level)

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Invoicing

Subcontractor Invoices

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Meetings

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Models

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Observations

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Photos

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Prime Contracts

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Progress Billings

Subcontractor Invoices

diagram_progress-billings_subcontractor-invoices.png

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Punch List

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Schedule (Project Level)

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Specifications

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Submittals

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Tasks

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Timesheets (Project Level)

Project Level Timesheets

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T&M Tickets

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