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Procore

Interactive Workflow Diagrams

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Select a tool to view its interactive workflow diagram.

  1. Project Level
    1. Bidding
    2. Budget
      1. Set Up and Manage a Budget
      2. Add a Budget View for Real-Time Labor Costing
      3. Set Up a 'Procore Labor Productivity Cost' Budget View
    3. Change Events
      1. 1-Tier Change Orders
      2. 2-Tier Prime Contract Change Orders
      3. 3-Tier Prime Contract Change Orders
    4. Coordination Issues
    5. Commitments
      1. Create a Commitment
      2. Subcontractor Invoices
    6. Daily Log
      1. Daily Log Workflow
      2. Collaborator Daily Log Workflow
    7. Documents
    8. Drawings
    9. Forms
    10. Incidents
    11. Inspections
    12. Invoicing
      1. Subcontractor Invoices
    13. Meetings
      1. Create a Meeting
      2. Create a Meeting Template
    14. Observations
    15. Photos
    16. Prime Contracts
    17. Punch List
    18. Reports
    19. RFIs
    20. Schedule
    21. Specifications
    22. Submittals
    23. Timesheets
      1. Project Level Timesheets
  2. Company Level
    1. Prequalification Portal
    2. Prequalifications 
    3. Timesheets
      1. Company Level Timesheets
      2. Transfer Procore Time Entries to QuickBooks Desktop

Project Level

Budget

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 p...

 
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 instal...






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...
Add a
Budget Line Item2
Add a...


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...


Are you entering time and installed production quantities using Procore for Android or iOS?
Are you entering time and installe...
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

1-Tier Change Orders



START
START
LEGEND
LEGEND
Subcontractor
Subcontractor
Owner/CM
Owner/CM
Optional Step
Optional Step
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Does the subcontractor have permission to submit a response in Procore?
Does the subcontractor have...


Respond to an RFQ as a Recipient
Respond to an RFQ as...



Respond to an RFQ on Behalf of an RFQ Recipient
Respond to an RFQ on Beh...
Is change in scope with original prime contract?
Is change in scope with o...


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


Create a CCO from a Change Event
Create a CCO from a Ch...
Review RFQ Responses
Review RFQ Responses
General Contractor
General Contractor


Approve or Reject CCOs
Approve or Reject CCOs


Create a Prime Contract Change Order (PCCO) 2
Create a Prime Contrac...


END
END
APRROVED CCO ISSUED
APRROVED CCO ISSUED
Approve or Reject PCCOs
Approve or Reject PCCO...
1Alternative ways to create a change event:

You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, and RFIs. You can also create change events from Procore for Android or Procore for iOS.
1Alternative ways to create a change even...
2Create a Prime Contract Change Order (PCCO):

If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Prime Contract Change Order (PCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...

2-Tier Prime Contract Change Orders



START
START
LEGEND
LEGEND
Subcontractor
Subcontractor
Owner/CM
Owner/CM
Optional Step
Optional Step
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Does the subcontractor have permission to submit a response in Procore?
Does the subcontractor have...


Respond to an RFQ as a Recipient
Respond to an RFQ as...



Respond to an RFQ on Behalf of an RFQ Recipient
Respond to an RFQ on Beh...
Is change in scope with original prime contract?
Is change in scope with o...


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


Create a CCO from a Change Event
Create a CCO from a Ch...
Review RFQ Responses
Review RFQ Responses
General Contractor
General Contractor


Create a Prime Potential Change Order (Prime PCO)
Create a Prime Potenti...


Email a Potential Change Order
Email a Potential Chan...
Add PCOs to PCCO
Add PCOs to PCCO
Did the owner reply with an 'Approve' response to the PCO?
Did the owner reply with...


Approve or Reject CCOs
Approve or Reject CCOs


Create a Prime Contract Change Order (PCCO) 2
Create a Prime Contrac...



Approve or Reject PCCOs
Approve or Reject PCCO...
APPROVED CCO ISSUED
APPROVED CCO ISSUED
END
END
1Alternative ways to create a change event:

You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, and RFIs. You can also create change events from Procore for Android or Procore for iOS.
1Alternative ways to create a change even...
2Create a Prime Contract Change Order (PCCO):

If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Prime Contract Change Order (PCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...

3-Tier Prime Contract Change Orders



START
START
LEGEND
LEGEND
Subcontractor
Subcontractor
Owner/CM
Owner/CM
Optional Step
Optional Step
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Does the subcontractor have permission to submit a response in Procore?
Does the subcontractor have...


Respond to an RFQ as a Recipient
Respond to an RFQ as...



Respond to an RFQ on Behalf of an RFQ Recipient
Respond to an RFQ on Beh...
Is change in scope with original prime contract?
Is change in scope with o...


Create a Change Event 1
Create a Change Event...
Create a CCO from a Change Event
Create a CCO from a Ch...
Review RFQ Responses
Review RFQ Responses
General Contractor
General Contractor


Create a Prime Potential Change Order (Prime PCO)
Create a Prime Potenti...


Create a Change Order Request(COR)
Create a Change Order...
Add 'Approved' CORs to PCCO
Add 'Approved' CORs to PCCO
Did the owner reply to COR email with an 'Approve' response?
Did the owner reply to CO...


Approve or Reject CCOs
Approve or Reject CCOs


Create a Prime Contract Change Order (PCCO) 2
Create a Prime Contrac...



Approve or Reject PCCOs
Approve or Reject PCCO...
APPROVED CCO ISSUED
APPROVED CCO ISSUED
END
END


Create a CCO from a Change Event
Create a CCO from a Ch...
1Alternative ways to create a change event:

You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, and RFIs. You can also create change events from Procore for Android or Procore for iOS.
1Alternative ways to create a change even...
2Create a Prime Contract Change Order (PCCO):

If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Prime Contract Change Order (PCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...

 

Coordination Issues

coordination-issues-workflow.pngDownload the Procore Plugin for Coordination Issues Associate a Model with a Procore Project Add Tiered Locations to a Project Import Viewpoints to the Coordination Issues Tool Save NWD with all Coordination Issues as Viewpoints View the Coordination Issues Dashboard Export a List of Coordination Issues View a Coordination Issue Delete a Coordination Issue Retrieve a Coordination Issue from the Recycle Bin Create a Coordination Issue Elevate a Coordination Issue to an RFI Edit a Coordination Issue Search for and Filter Coordination Issues View a Coordination Issue View the Activity Feed of a Coordination Issue Add or Manage Comments on a Coordination Issue Mention Users in a Coordination Issue Comment Reassign a Coordination Issue Mark a Coordination Issue as Complete View a Coordination Issue Close a Coordination Issue Reopen a Coordination Issue Move a Coordination Issue to an Observation

Commitments

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
INVOICE CONTACT
INVOICE ADMINISTRATOR
INVOICE ADMINISTRATOR
Who will create the new invoice?
Who will create the new invoice...
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Manager
Invoice Manager
Invoice Contact
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 & Resubmit an Invoice as an Invoice Contact
Revise & Resubmit an I...
REVISE & RESUBMIT
REVISE & 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...
Review an Invoice as an Invoice Administrator
Review an Invoice as an...

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Daily Log

Daily Log Workflow

Workflow_ Daily Log - Phase 3 (1).pngmark-as-complete export-daily-log add-related-items email-daily-log delete-daily-log-item view-daily-log edit-daily-log copy-daily-log create add-a-photo configure

Collaborator Daily Log Workflow

Workflow- Collaborator Daily Logs - Phase 3 (2).pngGrant Collaborators Granular Permissions Add Daily Log Entries as a Collaborator Edit a Daily Log Item Approve Collaborator-submitted Daily Log Entries

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Documents

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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 out...
Outside Forms tool
Outside Forms tool
COMPUTER
COMPUTER
MOBILE
MOBILE

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Inspections

Workflow_ Inspections - Phase 3.pngcreate-company-inspection-template add-template-to-project edit-project-template create-project-template create-inspection add-related-items perform edit close cerate-observation email-inspection export

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Invoicing

Subcontractor Invoices


ACCEPTED
ACCEPTED


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
INVOICE CONTACT
INVOICE ADMINISTRATOR
INVOICE ADMINISTRATOR
Who will create the new invoice?
Who will create the new invoice...
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Admin
Invoice Admin
Invoice Contact
Invoice Contact
Commitments
Commitments
Invoicing
Invoicing


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


END
END


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


Revise & Resubmit an Invoice as an Invoice Contact
Revise & Resubmit an I...
REVISE & RESUBMIT
REVISE & 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

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...
Review an Invoice as an Invoice Administrator
Review an Invoice as an In...


Limited Release
Submit a New Invoice as an invoice Contact
Limited Release...
DRAFT
DRAFT

Meetings

Create a Meeting

Create a Meeting Template

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Observations

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Photos

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

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Reports

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RFIs

CLOSE
CLOSE
REVIEW & REPLY
REVIEW & REPLY
CREATE & OPEN
CREATE & OPEN


Create an RFI as a 'Standard' Level User
Create an RFI as a 'Stan...


Create an RFI as an 'Admin' Level User
Create an RFI as an 'A...


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


Do you have 'Admin' or 'Standard' Level Permission?
Do you have 'Admin' or 'Standa...
'Standard' DRAFT
'Standard'...
'Admin'
DRAFT or OPEN
'Admin'...


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 as...