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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.

Project Level


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

Back to Top


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 a Budget Modification
Create a Budget Modi...
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...
workflow#Commitment_Change_Order_Tiers
Continue to the 'Prime Contract Change Order Tiers' workflow
Continue to the 'Prime Cont...

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

Back to Top


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...

 

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...
END
END

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...
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 t...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
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...

Funding: Change Order Tiers

1-Tier Funding Change Orders

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to contractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original funding?
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 Funding Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Funding Change Order, always create the change orders before the invoice. 
2 Create a Funding 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 Funding Change Order 2
Create a Funding Chang...
Approve or Reject Funding Change Orders
Approve or Reject Fund...
LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner/CM
Owner/CM
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding 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 Funding 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 contractors so they can enter their own quotes?
Do you want to grant access...

 

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 the change in scope with the original funding?
Is the change in scope wi...

 

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

 

 

Create a Potential Change Order for a Funding
Create a Potential Change...
Add PCOs to FCO
Add PCOs to FCO
Did the funding source reply with an 'Approve' response?
Did the funding source re...

 

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

 

Create a Funding Change Order 2
Create a Funding Change...

 

Approve or Reject Funding Change Orders
Approve or Reject Funding...
END
END
Create a Funding Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Funding Change Order, always create change orders before invoices.
2 Create a Funding 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 Funding
Email a Potential Chan...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED

 

LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner
Owner
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
3-Tier Funding 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 contractors so they can enter their own quotes?
Do you want to grant access...

 

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 Beh...
Is the change in scope with the original funding?
Is the change in scope wi...

 

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

 

 

Create a Potential Change Order for a Funding
Create a Potential Cha...

 

Create a Change Order Request for a Funding
Create a Change Order...
Add 'Approved' CORs to FCO
Add 'Approved' CORs to FCO
Did the funding source reply with an 'Approve' response?
Did the funding source re...

 

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

 

Create a Funding Change Order 2
Create a Funding Chang...

 

 

Approve or Reject Funding Change Orders
Approve or Reject Fund...
END
END

 

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

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

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner
Owner
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

Prime Contracts: Change Order Tiers

1-Tier Prime 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 Prime Contract Change Order:

To automatically populate an invoice with the approved Commitment Change Order amounts included on a Prime Contract Change Order, always create the change orders before the invoice. 
2 Create a Prime 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 Prime Contract Change Order 2
Create a Prime Contrac...
Approve or Reject Prime Contract Change Orders
Approve or Reject Prim...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
General Contractor
General Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Prime Contracts Tool
Prime 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 Prime 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 Prime Contract
Create a Potential Change...
Add PCOs to PCCO
Add PCOs to PCCO
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an 'A...

 

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

 

Create a Prime Contract Change Order 2</