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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.


Bidding

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Budget

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Change Events

1-Tier | 2-Tier | 3-Tier

1-Tier Change Orders

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2-Tier Change Orders

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3-Tier Change Orders

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Commitments

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Workflow-Commitments.pngConfigure Advanced Settings: Commitments Create a Commitment Create a Commitment with DocuSign Create a Purchase Order Create a Subcontract Edit Advanced Settings Subtab in Commitments Create Schedule of Values Email a Commitment Approve and Sign a Commitment Contract Create a Requisition for Release of Retention Add Payments Issued Send a Commitment to ERP Integrations for Accounting Acceptance

 


Documents

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Drawings

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Incidents

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Inspections

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Meetings

Create a Meeting

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Create a Meeting Template

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Observations

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Photos

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Workflow_ Photos - Phase 3 (1).pngemail photos (inbound) create photo album upload photos take and add photos change album download photos email photos (outbound) delete photos mark album as private star a photo mark a photo as private select project photo

 


Prime Contract

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workflow-primecontract2.pngConfigure Settings: Prime Contract Create a Prime Contract Create a Prime Contract with DocuSign Edit Advanced Settings Subtab in the Prime Contract Import Schedule of Values from an SOV Manually Add Schedule of Values Create Schedule of Values from the Budget Email Prime Contract Approve Prime Contract Create Payment Application Email Payment Application Create Payment

 

Configure Settings: Prime Contract Create a Prime Contract Create a Prime Contract with DocuSign Edit Advanced Settings Subtab in the Prime Contract Import Schedule of Values from an SOV Manually Add Schedule of Values Create Schedule of Values from the Budget Email Prime Contract Approve Prime Contract Create Payment Application Email Payment Application Create Payment

 


Punch List

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Requisitions

req-invoicecontacts.pngStart a New Billing Period Create a Requisition on Behalf of a Subcontractor Create a Requisition on Behalf of a Subcontractor Create Requisition Invoice Contacts Create Requisition Invoice Contacts Send Requisition Emails Submit a Requisition as a Subcontractor


Reports

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workflow-custom-reports.pngAdd Visuals to Custom Reports Clone a Custom Report Create a Custom Report Create a Calculated Column in a Custom Report Aggregate a Custom Report Distribute a Snapshot of a Custom Report Publish a Custom Report Create a Dashboard Publish a Dashboard
 

 


RFIs

 

 


Schedule

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Specifications

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Submittals

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