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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.


Company Level

Admin (Company Level)

 

START
START
Do you want to customize Procore's default company level WBS?
Do you want to customize Procore's default com...
Do you want to edit or delete any segment items before proceeding?
Do you want to edit or delete any segm...

 

Add Segments to the Company Budget Code Structure
Add Segments to the Company...

 

Import Segment Items with Procore Imports 2
Import Segment Items...

 

Add Custom Segments
Add Custom Segments

 

Add Segment Items
Add Segment Items
Choose from these options
Choose from these options

 

Edit Segment Items
Edit Segment Items

 

Edit Custom Segment Settings
Edit Custom Segment S...

 

Delete Custom Segments
Delete Custom Segments
Choose from these options
Choose from these options
Do you want to add custom segment items to the default segments?
Do you want to add custom segment items...
Do you want to verify your cost code/cost type settings?
Do you want to verify your cost code/cost...

 

View Company Cost Code Segment Settings
View Company Cost Cod...

 

View Company Cost Type Segment Settings
View Company Cost Typ...
Choose from these options
Choose from these options

 

END
END

 

END
END
Do you want to add custom segments to your company level WBS?
Do you want to add custom segments to your com...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Admin
1
1
You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.
You cannot remove the default segments...
Procore Imports
Procore Imports
Company Admin Tool
Company Admin Tool
Do you want to change the segment order of your company budget code structure?
Do you want to change the segment order of your comp...

 

Arrange the Company Budget Code Structure
Arrange the Company B...
Cost Codes
Cost Codes
Cost Types
Cost Types
Do you want to customize your cost codes and/or cost types?
Do you want to customize your cost codes a...

 

Add Company Cost Codes
Add Company Cost Code...

 

Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
2
2
In WBS, cost codes and cost types are imported as segment items in Procore's default 'Cost Code' and 'Cost Type' segment.
In WBS, cost codes and cost types are impor...

 

Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options

 

Add Company Cost Types
Add Company Cost Type...
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Directory (Company Level)

or
or


Manage Project Permissions Templates
Manage Project Permis...
Do you want to use Procore Imports to add users and companies to your Company level Directory?
Do you want to use Procore Impo...


Add a Company to the Company Directory
Add a Company to the...


Add a Distribution Group to the Company Directory
Add a Distribution Gr...


Add Insurance to a Company in the Company Directory
Add Insurance to a Co...


Set Bidder Information at the Company Level
Set Bidder Informatio...


Designate an Insurance Manager for Your Procore Company
Designate an Insuranc...


Add a User Account to the Company Directory
Add a User Account to...


Invite a Batch of Procore Users to Join a Company's Procore Account
Invite a Batch of Pro...


Download the Company or User Import Template
Download the Company...


Update the Company or User Import Template
Update the Company or...


Send a Completed Company or User Import Template to Procore
Send a Completed Comp...
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...


Manage Company Permissions Templates
Manage Company Permis...


Download the Procore Imports Application
Download the Procore...


Prepare Users and Vendors for Import
Prepare Users and Ven...


Import Users and Vendors into your Company Level Directory Tool
Import Users and Vend...


START
START


END
END
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step

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Prequalification Portal

 

View a Prequalification Form
View a Prequalification...

 

Edit a
Prequalification Form
Edit a...

 

Submit a Prequalification Form
Submit a Prequalificatio...

 

Respond to a Change Request for your Prequalification Form
Respond to a Change Requ...

 

Did you receive a 'Change Requested' email?
Did you receive a 'Change Re...
START
START
END
END
No further action needed
No further ac...

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Reports (Company Level)

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Timesheets (Company Level)

 

Create a Timesheet
Create a Timesheet
LEGEND
LEGEND
Optional Step
Optional Step
Company Timesheets
Company Timesheets

 

View a Timecard Entry
View a Timecard Entry

 

Edit a Timecard Entry
Edit a Timecard Entry
Project Timesheets
Project Timesheets

 

START
START

 

Delete a Timecard Entry
Delete a Timecard Entr...

 

Perform Bulk Approval Actions
Perform Bulk Approval...

 

Mark a Timecard Entry as Completed
Mark a Timecard Entry...

 

END
END
Editing Functions
Editing Functions
Approval Functions
Approval Functions

 

Reallocate Time to New Timecards
Reallocate Time to New...

 

 

 

Export a Timer List 
as an IIF File from

QuickBooks® Desktop
Export a Timer List...
TIME ENTRIES
IMPORTED
TIME ENTRIES...
IIF STRUCTURE
IMPORTED
IIF STRUCTURE...

 

 

START
START
LEGEND
LEGEND
'Admin' on Timesheets
'Admin' on Timesheets
QuickBooks® Desktop Administrator*
*Must be in Single-use mode
QuickBooks® Desktop Administrator*...
Do you want to export the time data collected in Procore and use it to process payroll in QuickBooks® Desktop? 
Do you want to export the time data coll...

 

END
END
Configure the Company Timesheets Payroll Settings
Configure the Company...
TIME ENTRIES
EXPORTED
TIME ENTRIES...
 
Import Procore Time Entries to 
QuickBooks® Desktop
Import Procore Time En...
IIF STRUCTURE
EXPORTED
IIF STRUCTURE...
Have you collected all of the time entries that you want to transfer from Procore to QuickBooks® Desktop?
Have you collected all of the time en...
PROCORE TIME ENTRIES
PROCORE TIME ENTRIES
Do the 'employee names' and 'compensation' items in QuickBooks® Desktop exactly match the names and time 'Types' in Procore?
Do the 'employee names' and 'compensation' items...

 

Import Procore Time Entries to QuickBooks® Desktop
Import Procore Time Ent...
Export Time Entries from Procore to Import to QuickBooks® Desktop
Export Time Entries from...
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Project Level

Admin (Project Level)

 

Choose any option(s)
Choose any option(s)

 

END
END

 

START
START
Do you want to copy the WBS from another Procore project?
Do you want to copy the WBS from anothe...

 

Copy the project template's WBS
Copy the project template's WBS
Configure a Project Template 1
Configure a Project Templ...
Do you want to customize this WBS for your new project?
Do you want to customize this WBS for y...

 

END
END

 

Apply your company's default WBS
Apply your company's default WBS
Create Your Project's Work Breakdown Structure
Create Your Project's Wor...
What do you want to customize?
What do you want to customize?

 

Sub Jobs
Sub Jobs

 

Edit Sub Jobs on a Project
Edit Sub Jobs on a Pr...

 

Enable Sub Jobs
Enable Sub Jobs

 

Add Sub Jobs to a Project
Add Sub Jobs to a Pro...
Delete Sub Jobs from a Project
Delete Sub Jobs from...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio

 

Budget Code Structure
Budget Code Structure

 

Copy Company Segments to a Project
Copy Company Segments...

 

Remove Segments from a Project's Budget Code Structure
Remove Segments from a P...

 

Add Segments to the Project Budget Code Structure
Add Segments to the P...

 

Segment Items
Segment Items

 

Edit Segment Items on a Project
Edit Segment Items on...

 

Delete Unused Segment Items from a Project
Delete Unused Segment...

 

Copy Company Cost Codes to a Project
Copy Company Cost Cod...

 

Add Segment Items to a Project
Add Segment Items to...
Project Admin
Project Admin
1
1
You can also perform this task with 'Admin' level permissions on the Company level Portfolio tool
You can also perform this task...

 

Create a New Project
Create a New Project
Continued from the 'Create Your Company's Work Breakdown Structure' workflow
Continued from the 'Create Your Co...
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Bidding

 

 

 

Configure Advanced Settings: Bidding
Configure Advanced Set...

 

Upload Bid Documents
Upload Bid Documents

 

Create a Bid Package
Create a Bid Package

 

Add Vendors to Company Directory
Add Vendors to Company...

 

Search for and Invite Bidders
Search for and Invite...

 

Add New Companies and Contacts*
Add New Companies and...

 

Respond to Pre-Bid Questions
Respond to Pre-Bid Qu...

 

Send Correspondences
Send Correspondences

 

Update Bid Documents
Update Bid Documents

 

Re-Invite Users to Bid
Re-Invite Users to Bi...

 

Review Submitted Bids
Review Submitted Bids
Awarded Project?
Awarded Project?

 

Approve and Sign a Commitment Contract
Approve and Sign a Co...

 

Submit Pre-Bid Question
Submit Pre-Bid Questi...

 

Indicate your Intention to Bid
Indicate your Intenti...

 

Download Bid Documents
Download Bid Document...

 

View Bid Package
View Bid Package

 

Receive Bid Invitation Email?
Receive Bid Invitatio...

 

Submit a Bid
Submit a Bid

 

Update a Submitted Bid
Update a Submitted Bi...

 

Check Status of Bid
Check Status of Bid

 

Awarded Bid?
Awarded Bid?
LEGEND
LEGEND
Bid Manager
Bid Manager
Bidder
Bidder
Procore Admin
Procore Admin
*Need to have Directory Admin permissions
*Need to have Directory...
Outside Bidding tool
Outside Bidding tool

 

Award Winning Bid and Convert to Subcontract
Award Winning Bid and...

 

Award Winning Bid and Convert to Purchase Order
Award Winning Bid and...

 

END
END
START
START

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Budget

Set Up and Manage a Budget

 

START
START

 

END
END

 

Set Up a Budget in a New Procore Project
Set Up a Budget in a...
Choose from these options
Choose from these options

 

 

 

Create Budget Changes
Create Budget Change...
Add a Partial Budget Line Item
Add a Partial Budget...
Delete a Budget Line Item
Delete a Budget Line...
Do you want to add or import your budget line items?
Do you want to add or import your budget line...

 

Import a Budget
Import a Budget
Import
Import

 

Add
Add
Add a Budget Line Item
Add a Budget Line Item
Do you want to make any final edits before locking the project's original budget?
Do you want to make any final edits before loc...

 

Lock a Budget
Lock a Budget
Choose from these options
Choose from these options

 

 

 

Add a Budget Line Item
Add a Budget Line Ite...
Delete a Budget Line Item
Delete a Budget Line...
Use the Forecast to Complete Feature
Use the Forecast to C...

 

Create a Budget Snapshot 1
Create a Budget Snaps...
Any final changes to your original budget?
Any final changes to your orig...

 

Unlock a Budget
Unlock a Budget
Update the Budget
Update the Budget
How do you want to update the project's current budget?
How do you want to update the project'...
Original Budget
Original Budget
Do you want to create the prime contract's SOV from the project budget?
Do you want to create the pr...
Choose from these options
Choose from these options

 

 

View Budget Reports
View Budget Reports
Create Custom Budget Reports
Create Custom Budget...

 

END
END
Run reports?
Run reports?
With Change Orders
With Change Orders
Do you need to change a commitment contract or a prime contract?
Do you need to change a commitment contract...
LEGEND
LEGEND
Optional Step
Optional Step
Project Manager
Project Manager
1 Procore recommends always taking a snapshot after locking your project's original budget. 
1 Procore recommends always taking...
Continue to the 'Prime Contract' workflow
Continue to the 'Prime Contrac...
Continue to the 'Commitment Change Order Tiers' workflow
Continue to the 'Commitment Ch...
Continue to the 'Prime Contract Change Order Tiers' workflow
Continue to the 'Prime Cont...
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Add a Budget View for Real-Time Labor Costing

 

START
START

 

Set Up a Budget View for Real-Time Labor Productivity
Set Up a Budget View...

 

END
END
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labor' as the 'Defau...
Optional Step
Optional Step
Supervisor/Superintendent
Supervisor/Superintendent
Laborer
Laborer
2Include one or more line items with the unit-based fields set to hours
2Include one or more line ite...

 

Do you want to use the
Real-Time Labor Productivity budget view on your project?
Do you want to use the...

 

Configure Settings: Timesheets1
Configure Settings: T...

 

Add a
Budget Line Item2
Add a...

 

How do you want to create the project's budget line items?
How do you want to create the pr...

 

Import a Budget2
Import a Budget2

 

View a Budget
View a Budget

 

Laborer Timecard entry?
Laborer Timecard...

 

Create a
Timecard Entry
Create a...

 

Create a
Timesheet
Create a...
TIMECARD
TIMECARD
TIMESHEETS
TIMESHEETS

 

Approve a
Timesheet
Approve a...

 

Create a Timesheet (Android)
Create a Timesheet (A...

 

Create a Timesheet (iOS)
Create a Timesheet (i...

 

What tool are you using in the Procore web application?
What tool are you usi...

 

Sign a Timesheet (Android)
Sign a Timesheet (And...

 

Sign a Timesheet (iOS)
Sign a Timesheet (iOS...

 

What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet Hours...
'APPROVED' STATUS
'APPROVED' STATUS
'PENDING' STATUS
'PENDING' STATUS
LINE ITEM UPDATED
LINE ITEM UPDATED

 

Are you entering time using Procore for Android or iOS?
Are you entering time...
ANDROID
ANDROID
iOS
iOS

Set Up a 'Procore Labor Productivity Cost' Budget View

 

 

 

Do you want to enter installed production quantities using Procore's Field Productivity tools?
Do you want to enter installed p...

 

 

 

 

 

Import Installed Production Quantities
Import Installed Prod...

 

 

START
START

 

Enable the Labor Productivity Cost Features for Project Financials
Enable the Labor Prod...
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labor' as the 'Defau...
Optional Step
Optional Step
Supervisor/Superintendent
Supervisor/Superintendent
Laborer
Laborer
2 Clients using the Admin tool's 'Unit Quantity Based Budget' option and the Timesheets tool can import budgeted production quantities in the Admin tool.
2 Clients using the Admin too...

 

Do you want to use the
'Procore Labor Productivity Cost' budget view on your project?
Do you want to use the...

 

Laborer Timecard entry?
Laborer Timecard...

 

Create a
Timecard Entry
Create a...
Create a
Timesheet
Create a...
TIMECARD
TIMECARD
TIMESHEETS
TIMESHEETS

 

Approve a
Timesheet
Approve a...

 

Create a Timesheet (Android)
Create a Timesheet (A...

 

Create a Timesheet (iOS)
Create a Timesheet (iO...

 

What tool are you using in the Procore web application?
What tool are you usi...

 

Sign a Timesheet (Android)
Sign a Timesheet (And...

 

Sign a Timesheet (iOS)
Sign a Timesheet (iOS...
What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet Ho...

 

Are you entering time and installed production quantities using Procore for Android or iOS?
Are you entering time and installed...
ANDROID
ANDROID
iOS
iOS
'PENDING' STATUS
'PENDING' STATUS
Add Budget Line Items
Add Budget Line Items

 

Set Up the 'Procore Labor Productivity Cost' Budget View
Set Up the 'Procore L...

 

Import a Budget
Import a Budget

 

Update the Budgeted Quantities Worksheet2
Update the Budgeted Qu...

 

Add Budgeted Production Quantities
Add Budgeted Production...
Procore Labor Productivity Cost View
Procore Labor Product...

 

END
END
Add Quantities to a Timesheet
Add Quantities to a T...
'APPROVED' STATUS
'APPROVED' STATUS

 

Add Quantities to a Timesheet (Android)
Add Quantities to a T...
Add Quantities to a Timesheet (iOS)
Add Quantities to a T...
Configure Settings: Timesheets1
Configure Settings: T...
FIELD
PRODUCTIVITY
FIELD...
PROJECT
FINANCIALS
PROJECT...
HOW TO VIEW PRODUCTION QUANTITIES
HOW TO VIEW PRODUCTION QUANTITIES

 

How do you want to add budget line items and budgeted production quantities?
How do you want to add budg...
Import Budgeted Production Quantities
Import Budgeted Produ...
Production Quantity Report
Production Quantity R...
IMPORT DATA
IMPORT DATA
ENTER DATA
ENTER DATA

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Change Events

Client Contracts

1-Tier Client Contract Change Orders

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...

 

END
END
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
Create a Client Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Client Contract Change Order, always create the change orders before the invoice. 
2 Create a Client Contract Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Client Contract Change Order 2
Create a Client Contra...
Approve or Reject Client Contract Change Orders
Approve or Reject Clie...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
GC/Client (Collaborator)
GC/Client (Collaborator)
Optional Step
Optional Step
Specialty Contractor
Specialty Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
2-Tier Client Contract Change Orders

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to subcontractors so they can enter their own quotes?
Do you want to grant access pe...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behal...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Client Contract
Create a Potential Change...
Add PCOs to PCCO
Add PCOs to PCCO
Did the owner reply with an 'Approve' response?
Did the owner reply with...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Client Contract Change Order 2
Create a Client Contract...

 

Approve or Reject Client Contract Change Orders
Approve or Reject Client...
END
END
Create a Client Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Client Contract Change Order, always create the change orders before the invoice. 
2 Create a Client Contract Change Order:...

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...

 

Email a Potential Change Order for a Client Contract
Email a Potential Chan...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED

 

 

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
GC/Client (Collaborator)
GC/Client (Collaborator)
Optional Step
Optional Step
Specialty Contractor
Specialty Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Change Orders Tool
Change Orders Tool
3-Tier Client Contract Change Orders

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to subcontractors so they can enter their own quotes?
Do you want to grant access per...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behalf...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Client Contract
Create a Potential Change...

 

Create a Change Order Request for a Client Contract
Create a Change Order R...
Add 'Approved' CORs to CCCO
Add 'Approved' CORs to CCCO
Did the GC/Client reply with an 'Approve' response?
Did the GC/Client reply with a...