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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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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...

 

Transfer Procore Time Entries to QuickBooks Desktop

Transfer Procore Time Entries to QuickBooks Desktop (2).png

 

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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...

 

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
Create a Prime Contract...

 

Approve or Reject Prime Contract Change Orders
Approve or Reject Prime C...
END
END
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:...

 

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 Prime Contract
Email a Potential Chan...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED

 

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...
3-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 collaborators 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 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 Prime Contract
Create a Potential Change...

 

Create a Change Order Request for a Prime Contract
Create a Change Order R...
Add 'Approved' CORs to PCCO
Add 'Approved' CORs to PCCO
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an...

 

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...
END
END

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...
Create a Prime Contract Change Order:

To automatically populate a GC/Client 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 t...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
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...

Back to Top


Change Orders

Client Contracts Tool

 

 

How many change order tiers are configured on the project's Client Contracts Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...

 

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

 

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

 

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

 

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

 

Create a Change Order Request for a Client Contract
Create a Change Order Re...

 

Create a Client Contract Change Order
Create a Client Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Client Contracts Tool
Client Contracts Tool

Commitments Tool

 

 

How many change order tiers are configured on the project's Commitments Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...

 

Create a Commitment Potential Change Order
Create a Commitment Potent...

 

Create a Commitment Change Order
Create a Commitment Chan...

 

Create a Commitment Potential Change Order
Create a Commitment Potent...

 

Create a Commitment Change Order
Create a Commitment Chan...

 

Create a Change Order Request for a Commitment
Create a Change Order Re...

 

Create a Commitment Change Order
Create a Commitment Chan...
LEGEND
LEGEND
Project Manager
Project Manager
Commitments Tool
Commitments Tool

Funding Tool 

 

 

How many change order tiers are configured on the project's Funding Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...

 

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

 

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

 

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

 

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

 

Create a Change Order Request for a Funding
Create a Change Order Re...

 

Create a Funding Change Order
Create a Funding Change...
LEGEND
LEGEND
Project Manager
Project Manager
Funding Tool
Funding Tool

Prime Contracts Tool

 

 

How many change order tiers are configured on the project's Prime Contracts Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...

 

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

 

Create a Prime Contract Change Order
Create a Prime Contract...

 

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

 

Create a Prime Contract Change Order
Create a Prime Contract...

 

Create a Change Order Request for a Prime Contract
Create a Change Order Re...

 

Create a Prime Contract Change Order
Create a Prime Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Prime Contracts Tool
Prime Contracts Tool

Back to Top


Client Contracts

 

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

 

END
END

 

 

Configure Settings: Client Contracts
Configure Settings: Cl...

 

START
START

 

Create Client Contracts
Create Client Contract...

 

Edit the Advanced Settings on a Client 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 Client Contract
Update the Schedule of Values on a Client Contract

 

Email a Client Contract
Email a Client Contrac...

 

Create a GC/Client Invoice
Create a GC/Client Inv...

 

Email a GC/Client Invoice
Email a GC/Client Invo...
Approve a Client Contract
Approve a Client Contr...

 

Create a Client Contract Change Order
Create a Client Contra...
Change Order
Change Order
Invoice
Invoice
Create a change order or an invoice?
Create a change order or an invoice?
Have you received payment from the GC/Client?
Have you received payment from the G...

 

Approve or Reject Client Contract Change Orders
Approve or Reject Clie...
LEGEND
LEGEND
Project Manager/Specialty Contractor
Project Manager/Specialty Contractor
General Contractor/Client
General Contractor/Client
Client Contracts 'Admin'
Client Contracts 'Adm...
Client Contracts Tool
Client Contracts Tool
Change Orders Tool
Change Orders Tool
Resend invoice?
Resend invoice?
Optional
Optional

Back to Top


Commitments

Create a Purchase Order or Subcontract 

 

 

Configure Settings: Commitments
Configure Settings: Co...
START
START

 

Complete a Commitment with DocuSign©
Complete a Commitment...

 

 

Edit the Advanced Settings Tab on a Commitment
Edit the Advanced Sett...

 

Add a Subcontractor Schedule of Values to a Commitment
Add a Subcontractor Sc...

 

Create a Subcontract
Create a Subcontract
Create a Purchase Order
Create a Purchase Orde...

 

Send a Commitment to ERP Integrations for Accounting Acceptance
Send a Commitment to E...
LEGEND
LEGEND
General Contractor
General Contractor
Subcontractor
Subcontractor
Requires an Integration
Requires an Integration
Purchase Order
Purchase Order
Subcontract
Subcontract
Do you want to create a purchase order or a subcontract?
Do you want to create a purchase o...
Email
Email
DocuSign ©
DocuSign ©
How do you want to collect signatures on the contract?
How do you want to collect signatures...

 

Email a Commitment
Email a Commitment

 

Approve and Sign a Subcontract
Approve and Sign a Su...
Are you syncing commitments with the ERP Integrations tool?
Are you syncing commitments wi...
Invoices
Invoices

 

END
END
Change Orders
Change Orders
Are you ready to create change orders or invoices? 
Are you ready to create change...
Continue to the 'Commitment Change Order Tiers' workflow
Continue to the 'Commitment Ch...
Continue to the 'Subcontractor Invoices' workflow
Continue to the 'Subcontractor...

Contractor Invoices

Workflow not yet available.

Subcontractor Invoices

 

 

Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
INVOICING
INVOICING
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...

 

Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Invoicing
Invoicing

 

Create a New Invoice on Behalf of the Invoice Contact
Create a New Invoice o...

 

END
END

 

Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...

 

Revise and Resubmit an Invoice as an Invoice Contact
Revise and Resubmit an...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...

 

END
END
DECLINED
DECLINED
 
General Availability
Submit a New Invoice as an Invoice Contact
General Availability...
Review an Invoice as an Invoice Administrator
Review an Invoice as an I...
Are you using one of the supported ERP Integrations to sync invoices? 
Are you using one of the suppo...
DRAFT
DRAFT

 

 
 
Limited Release
Submit a New Invoice as an Invoice Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow
Continue to the 'Export Approv...

Back to Top


Coordination Issues

 

 

Create a
Coordination Issue
Create a...

 

Review a
Coordination Issue
Review a...

 

Close a
Coordination Issue
Close a...

 

Download the Procore Plugin
Download the Procore P...
END
END

 

Reassign a Coordination Issue
Reassign a Coordination...

 

Mark a Coordination Issue as Complete
Mark a Coordination Issu...
Issue Resolved?
Issue Resolved?

 

Are you the assignee OR is this something you can complete?
Are you the assignee OR is this...
'Standard' User
'Standard' User
'Standard' User
'Standard' User
'Admin' User
'Admin' User
'Admin' User
'Admin' User
'Admin' User
'Admin' User
LEGEND
LEGEND
Plugin Only
Plugin Only
Optional Step
Optional Step
Coordination Lead
Coordination Lead
Any Roles*
Any Roles*
*depending on permission levels
*depending on permission...
START
START

 

 

Import Locations
Import Locations

 

Associate a Model with a Procore Project
Associate a Model with a...

 

Import Viewpoints
to Procore
Import Viewpoints...

 

Save NWD with all Coordination Issues as Viewpoints
Save NWD with all Coor...

 

View the Activity Feed of a Coordination Issue
View the Activity Feed of...

 

Comment/Add
Snapshot on a Coordination Issue
Comment/Add...

 

Mention Users in a Coordination Issue Comment
Mention Users in a Coordina...

 

View a
Coordination Issue
View a...

 

View the Coordination Issues Dashboard
View the Coordination Is...

 

Search for and Filter Coordination Issues
Search for and Filter Co...

 

Edit a
Coordination Issue
Edit a...

 

Elevate a Coordination Issue to an RFI
Elevate a Coordination I...
Assignee
Assignee

 

Move to
Observation
Move to...

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Daily Log

Daily Log Workflow

START
START
END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

View a Daily Log in List View
View a Daily Log in List...

 

Copy a Daily Log Item
Copy a Daily Log Item

 

 

Email a Daily Log
Email a Daily Log
Add a Related Item to a Daily Log Entry
Add a Related Item to a D...

 

Mark Daily Log as Complete and Distribute
Mark Daily Log as Complet...

 

Export a Daily Log as PDF
Export a Daily Log as PDF

 

Create a Daily Log Item
Create a Daily Log Item

Collaborator Daily Log Workflow

START
START
END
END

 

Add Daily Log Entries
Add Daily Log Entries

 

Grant Collaborators Granular Permissions
Grant Collaborators Gran...

 

Approve Collaborator Submitted Daily Log Entries
Approve Collaborator Subm...
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Daily Log
Admin on Daily Log
Collaborator
Collaborator

 

Edit Daily Log Entries
Edit Daily Log Entries

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Directory (Project Level)

 

or
or
Manage Project Permissions Templates
Manage Project Permis...

 

Create a New Project
Create a New Project

 

Download the Procore Imports Application
Download the Procore...
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step
Do you want to use Procore Imports to add users and companies to your Project level Directory?
Do you want to use Procore Imp...

 

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

 

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

 

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

 

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

 

Invite a Batch of Users to Join a Procore Project
Invite a Batch of Use...

 

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

 

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

 

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...

 

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

 

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

 

START
START

 

END
END

Back to Top


Documents (Project Level)

START
START

 

LEGEND
LEGEND
Optional Step
Optional Step
Do you need to manage documents?
Do you need to manage...

 

Select a File or Folder
Select a File or Folder

 

Select a File or Folder
Select a File or Folder
Do you already have a standard folder structure in a project template?
Do you already have a standard f...
Do you need to upload documents?
Do you need to upload documents?
Are you starting a new project?
Are you starting a new project?

 

Add a New Project Using a Project Template
Add a New Project Using a P...

 

Copy Folder Structure from Another Project
Copy Folder Structure from...

 

Create New Folders
Create New Folders

 

Upload Files
and Folders
Upload Files...

 

Manage Permissions
for Files and Folders
Manage Permissions...

 

Manage Tracking for
Files and Folders
Manage Tracking for...

 

Manage or Set
File Tags
Manage or Set...

 

Track a Folder or File
Track a Folder or File

 

Download Documents
Download Documents

 

Email Documents
Email Documents

 

Export Information
for Documents
Export Information...

 

View Documents
View Documents
Do you need to edit or add a new version of a file?
Do you need to edit or add a new...

 

Check Out a File
Check Out a File

 

Check In a File
Check In a File

 

Edit File
Edit File

 

Upload a New
Version of a File
Upload a New...

 

END
END

Back to Top


Forms

 

 

Create
Fillable Form*
Create...

 

Upload Form Template
Upload Form Template

 

Will you fill out the form on a mobile device or a computer?
Will you fill out the form on a...
START
START

 

Fill Out Form
(Computer)
Fill Out Form...

 

View
Completed Form
View...

 

END
END

 

Fill Out Form
(iOS)
Fill Out Form...

 

Fill Out Form
(Android)
Fill Out Form...
LEGEND
LEGEND
Procore Admin
Procore Admin
Responsible Party
Responsible Party
*This task is done outside of Procore
*This task is done outsi...
Outside Forms tool
Outside Forms tool
COMPUTER
COMPUTER
MOBILE
MOBILE

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Funding

 

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

 

END
END

 

 

Configure Settings: Funding
Configure Settings: Fu...

 

START
START

 

Create Fundings
Create Fundings

 

Edit the Advanced Settings on a Funding
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 Funding
Update the Schedule of Values on a Funding

 

Email a Funding
Email a Funding

 

Create a Funding Invoice
Create a Funding Invoi...

 

Email a Funding Invoice
Email a Funding Invoic...
Approve a Funding
Approve a Funding

 

Create a Funding Change Order
Create a Funding Chang...
Change Order
Change Order
Invoice
Invoice
Create a change order or an invoice?
Create a change order or an invoice?
Have you received payment from the funding source?
Have you received payment from the f...

 

Approve or Reject Funding Change Orders
Approve or Reject Fund...
LEGEND
LEGEND
Project Manger/Owner
Project Manger/Owner
Funding Source
Funding Source
Funding 'Admin'
Funding 'Admin'
Funding Tool
Funding Tool
Change Orders Tool
Change Orders Tool

Back to Top


Incidents

 

Add an
Incident Record
Add an...

 

Create an Incident
Create an Incident

 

Add a Witness Statement
Add a Witness State...

 

Add an Action
Add an Action
Add an Injury/Illness Record
Add an Injury/Illness...
Add a Property Damage Record
Add a Property Damage...
 
Add an Environmental Record
Add an Environmental Rec...
Add a Near Miss Record
Add a Near Miss Record
Close an Incident
Close an Incident

 

Create an Observation from an Action
Create an Observati...
LEGEND
LEGEND
Optional Step
Optional Step
END
END
START
START

Back to Top


Inspections (Project Level)

Back to Top


Invoicing

Contractor Invoices

Subcontractor Invoices

 

 

Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
INVOICING
INVOICING
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...

 

Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Invoicing
Invoicing

 

Create a New Invoice on Behalf of the Invoice Contact
Create a New Invoice o...

 

END
END

 

Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...

 

Revise and Resubmit
an Invoice as an Invoice Contact
Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...

 

END
END
DECLINED
DECLINED
 
General Availability
Submit a New Invoice as an Invoice Contact
General Availability...
Review an Invoice as an Invoice Administrator
Review an Invoice as an...
Are you using one of the supported ERP Integrations to sync invoices? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT

 

 
 
Limited Release
Submit a New Invoice as an Invoice Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow
Continue to the 'Export Approv...

Back to Top


Meetings

 

END
END
START
START

 

 

Create a Meeting
From a Template
Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Meeting
Create a Meeting

 

Customize the Meeting Agenda
Customize the Meeting Ag...

 

Create the
 Meeting Agenda
Create the...

 

Add Meeting Categories
Add Meeting Categories

 

Distribute Meeting Agenda
Distribute Meeting Agend...

 

Add Meeting Items
Add Meeting Items

 

Review Meeting Categories
Review Meeting Categorie...

 

Review Meeting Items
Review Meeting Items

 

Convert Meeting
to Minutes Mode
Convert Meeting...

 

Distribute Meeting Minutes
Distribute Meeting Minut...

 

Create a Follow-Up Meeting
Create a Follow-Up Meeti...

 

Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...

 

Record Meeting Attendance
Record Meeting Attendanc...

 

Add Meeting Minutes
Add Meeting Minutes

 

Create Meeting Categories
Create Meeting Categorie...

 

Add Meeting Items
Add Meeting Items

 

Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...

 

Configure Settings: Meetings
Configure Settings: Meet...

 

View a Meeting
View a Meeting

 

Star Previous Minutes
Star Previous Minutes

 

Edit a Meeting
Edit a Meeting

 

Edit a Meeting Item
Edit a Meeting Item

 

Email a Meeting
Email a Meeting

 

Export a Meeting
Export a Meeting

 

Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin

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Observations

START
START
END
END

 

 

Add Observation Types
Add Observation Types

 

LEGEND
LEGEND
Optional Step
Optional Step

 

COMPANY OR PROJECT LEVEL
COMPANY OR PROJECT LEVEL

 

Reject Observations
Reject Observations
Approve and Close Observations
Approve and Close Observ...
Create and Assign Observations
Create and Assign Observa...
Review and Respond to Observations
Review and Respond to Obs...

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Photos

 

END
END
START
START

 

Do you need to edit or manage photos and albums?
Do you need to edit or manage ph...

 

View or Select Photos
View or Select Photos
How do you want to add photos?
How do you want to add photos?
Do you need to add or upload photos?
Do you need to add or upload photos?

 

Email Photos to the Photos Tool
Email Photos to the Photos...

 

Upload Photos
Upload Photos

 

Take and Add Photos (Procore Android App)
Take and Add Photos (Procor...

 

Change Privacy
Settings for Photos
Change Privacy...

 

Edit Photo Information
Edit Photo Information

 

Move Photos
Move Photos
From your computer 
From your computer 
From the jobsite
From the jobsite
As attachments from an email
As attachments from a...

 

View Photos
View Photos

 

Download Photos
Download Photos

 

Upload Photos Using Procore Drive
Upload Photos Using Procore...
In bulk from your Windows computer
In bulk from your Windows...

 

Take and Add Photos (Procore iOS App)
Take and Add Photos (Procor...

 

Email Photos
Email Photos

 

Export Photos
to a PDF
Export Photos...

 

Add a Comment
on a Photo
Add a Comment...

 

Search for and
Filter Photos
Search for and...

 

Star Photos
Star Photos

 

Select an Album
Select an Album

 

Set an Album Cover
Set an Album Cover

 

Rename an Album
Rename an Album

 

Delete a Photo Album
Delete a Photo Album

 

Create Photo Albums
Create Photo Albums

 

Configure Settings: Photos
Configure Settings: Phot...
Are you an 'Admin' user, and are you setting
up the Photos tool for the first time?
Are you an 'Admin' user, and are you setting...

 

Rotate Photos
Rotate Photos

 

Subscribe to Photos
Subscribe to Photos

 

Mention Someone in
a Photo Comment
Mention Someone in...

 

Reorder Photo Albums
Reorder Photo Albums

 

Delete Photos
Delete Photos

 

Change Privacy
Settings for an Album
Change Privacy...
LEGEND
LEGEND
Optional Step
Optional Step

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Prime Contracts

 

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

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Progress Billings

Subcontractor Invoices

 

 

Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PROGRESS BILLINGS
PROGRESS BILLINGS
Which tool do you want to use?
Which tool do you want to use?

 

Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Progress Billings
Progress Billings

 

BETA
Create a Subcontractor Invoice on Behalf of an Invoice Contact
BETA...

 

END
END

 

Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...

 

Revise and Resubmit
an Invoice as an Invoice Contact
Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...

 

END
END
DECLINED
DECLINED
 
Submit a New Invoice as an Invoice Contact
Submit a New Invoice as...
BETA
Review a Subcontractor Invoice as an Admin
BETA...
Are you using one of the supported ERP Integrations to sync invoices? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT

 

 
 
BETA
Submit a New Invoice as an Invoice Contact
BETA...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow
Continue to the 'Export Approv...

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RFIs

CLOSE
CLOSE
REVIEW AND REPLY
REVIEW AND REPLY
CREATE AND OPEN
CREATE AND OPEN

 

Create a Draft RFI
Create a Draft RFI

 

Create an Open RFI
Create an Open RFI

 

END
END
Do you have all the information you need to reply?
Do you have all the information...

 

Do you want to create a draft RFI or an open RFI?
Do you want to create a draft...
DRAFT
DRAFT
OPEN
OPEN

 

Review the RFI
Review the RFI
'OPEN'
Sent to Assignees
'OPEN'...
'DRAFT'
Send to RFI Manager to Approve
'DRAFT'...
'OPEN'
Sent to Assignees
'OPEN'...
Do you want to forward the RFI to another user to review before you respond?
Do you want to forward the RFI...

 

Reply to an RFI
Reply to an RFI

 

Forward an RFI
for Review
Forward an RFI...

 

Reply to an RFI
Reply to an RFI
Ball in Court (BIC)
Shifts to Forwardee
Ball in Court (BIC)...
Ball in Court (BIC)
Shifts to Assignee
Ball in Court (BIC...
Do you want to add other assignees to the RFI workflow to also respond?
Do you want to add other ass...

 

Add Assignees to an RFI as an Assignee on an RFI
Add Assignees to an RFI...
Assignees Added
Assignees Added

 

Choose an 'Official' Response for an RFI
Choose an 'Official' Res...
Ball in Court (BIC)
Shifts to RFI Manager
Ball in Court (BIC)...

 

Close an RFI
Close an RFI
LEGEND
LEGEND
RFI Manager
RFI Manager
RFI Creator
RFI Creator
RFI Assignee
RFI Assignee
RFI Forwardee
RFI Forwardee

 

START
START

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Schedule (Project Level)

 

View a Project Schedule via Procore Drive
View a Project Schedule v...

 

Request a Schedule Change
Request a Schedule Change

 

Update a Project Schedule 
Update a Project Schedule...

 

View a Project Schedule
View a Project Schedule

 

Export a Project Schedule
Export a Project Schedule
LEGEND
LEGEND
Optional Step
Optional Step
Requester
Requester

 

START
START
Schedule Manager
Schedule Manager

 

END
END

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Submittals

 

START
START

 

END
END

 

Download the Procore Imports Application
Download the Procore...

 

Generate Submittals from Specifications (Submittal Builder)
Generate Submittals f...

 

Download the Submittals Import Template
Download the Submitta...

 

Update the Submittals Import Template
Update the Submittals...
Do you want to use Procore Imports to create submittals?
Do you want to use Pr...
or
or
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...
Do you want to use Submittal Builder to create submittals?
Do you want to use Su...

 

Prepare Submittals for Import
Prepare Submittals fo...

 

Import Submittals into your Project Level Submittals Tool
Import Submittals int...

 

Respond to a Submittal as an Approver
Respond to a Submitta...

 

Forward a Submittal for Review
Forward a Submittal f...

 

Create a Submittal
Create a Submittal

 

Edit a Submittal
Edit a Submittal

 

Upload and Submit a Submittal
Upload and Submit a S...

 

Respond to a Forwarded Submittal
Respond to a Forwarde...

 

Distribute a Submittal
Distribute a Submitta...

 

Close a Submittal
Close a Submittal

 

Create a Submittal Revision
Create a Submittal Re...
LEGEND
LEGEND
Submittal Manager
Submittal Manager
Submitter
Submitter
Outside Submittals tool
Outside Submittals tool
Optional Step
Optional Step
Approver
Approver
Reviewer
Reviewer

 

Send a Completed Submittals Import Template to Procore
Send a Completed Subm...
Text is not SVG - cannot display

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Tasks

 

START
START

 

Add Task Categories
Add Task Categories

 

Add a New Task
Add a New Task

 

Add an Assignee and Send a Notification
Add an Assignee and Sen...

 

Review and
Close the Task
Review and...

 

END
END

 

Add Comment and/or Change the Tasks' Status
Add Comment and/or Cha...
LEGEND
LEGEND
Project Manager
Project Manager
Assignee
Assignee
Procore Admin
Procore Admin

 

Complete the Task
Complete the Task

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Timesheets (Project Level)

Project Level Timesheets

 

 

START
START
END
END

 

Configure Advanced Settings: Project Level Timesheets
Configure Advanced Set...

 

Add a Worker
Add a Worker

 

Create a Timesheet
Create a Timesheet

 

Copy Previous Timesheet
Copy Previous Timeshee...

 

Bulk Enter Time Entry
Bulk Enter Time Entry

 

View a Timesheet
View a Timesheet
Set Up a Labor Force
Set Up a Labor Force

 

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

 

Add Quantities to a Timesheet 2
Add Quantities to a Ti...

 

Delete Quantities from a Timesheet 2
Delete Quantities from...

 

Delete a Timesheet
Delete a Timesheet

 

Add Employees to a Timesheet
Add Employees to a Tim...

 

Edit a Timesheet
Edit a Timesheet
Update a Timesheet
Update a Timesheet

 

Sign a Timesheet (Android)
Sign a Timesheet (Andr...

 

Approve a Timesheet
Approve a Timesheet
Manage Timesheets
Manage Timesheets
Reporting
Reporting

 

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

 

Import Budgeted Production Quantities 3
Import Budgeted Production...

 

View a Field Production Report
View a Field Producti...

 

Import Budgeted Hours 4
Import Budgeted Hours 4
Also requires 'Read Only' or higher on Crews tool
1 Also requires 'Read Only' or higher on Crews tool
LEGEND
LEGEND
Timesheets Admin (or 'Standard' user)
Timesheets Admin (or 'Standard' user)
Project Directory Admin
Project Directory Admin
Optional Step
Optional Step
Timesheets Admin
Timesheets Admin
Project Directory and Reports Admin
Project Directory and Reports Adm...
Timesheets and Reports User
Timesheets and Reports User
2 Complete steps in 'Import Budgeted Production Quantities' first
2 Complete steps in 'Import Budgeted Production Quantities' fi...
3 Required for Labor Productivity 'Production Quantity Report'
3 Required for Labor Productivity 'Production Quantity Report'
Crews Admin or User 
Crews Admin or User 

 

Add a Crew to a Timesheet 1
Add a Crew to a Timeshe...

 

Create a Crew
Create a Crew

 

Delete Budgeted Labor Hours and Budgeted Production Quantities
Delete Budgeted Labor...

 

View a Labor Budget to Actual Report
View a Labor Budget t...
4 Required for the 'Labor Budget to Actual' Report
4 Required for the 'Labor Budget to Actual' Report

 

Review a Timesheet
Review a Timesheet

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T&M Tickets


Request a Signature on a T&M Ticket
Request a Signature o...


Create a T&M Ticket
Create a T&M Ticket


START
START
Status updated to 'In Progress'
Status updated to...
Are you ready to collect signatures from the company and customer signees?
Are you ready to collect signatures fr...


Edit a T&M Ticket
Edit a T&M Ticket
Signature Requested
Signature Requested


Sign a T&M Ticket 
Sign a T&M Ticket 


Request a Signature on a T&M Ticket
Request a Signature o...
Status Updated to
'Field Verified'
Status Updated to...


Sign a T&M Ticket
Sign a T&M Ticket
Signature Requested
Signature Requested
Status Updated to 'Ready for Review'
Status Updated to 'Ready for Review'
Send a copy of the signed ticket to your customer?
Send a copy of the signed...


Email a T&M Ticket
Email a T&M Ticket
Associate this ticket with a change event?
Associate this ticket wit...


Create a Change Event from a T&M Ticket
Create a Change Event...
NEW
NEW
EXISTING
EXISTING
Associate ticket with a new change event or an existing change event?
Associate ticket with a n...


Add a T&M Ticket to an Existing Change Event
Add a T&M Ticket to a...
Export to PDF?
Export to PDF?
Status Updated to 'Closed'
Status Updated to 'Closed'


Close T&M Ticket
Close T&M Ticket


END
END


Reopen a T&M Ticket
Reopen a T&M Ticket
LEGEND
LEGEND
Optional Step
Optional Step
Available on Web
Available on Web
'Standard' level permissions or higher on T&M Tickets
'Standard' level permissions or higher on T&M T...
Company Signee
Company Signee
Customer Signee
Customer Signee
'Standard' level permissions or higher on Change Events and T&M Tickets
'Standard' level permissions or higher on Change Events and T&M T...
Available on Mobile
Available on Mobi...


Export a T&M Ticket to PDF
Export a T&M Ticket t...

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