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Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.


Bidding

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Budget

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Workflow_ Budget-new.pngSet up a Budget Create a Budget Line Item Import a Budget CSV Edit a Budget Unlock a Budget Lock a Budget Create a Budget Snapshot Create a Custom Budget Report Create a Prime Contract's SOV from the Budget Add a Partial Budget Line Item Add a Partial Budget Line Item Delete a Budget Line Item Create a Budget Modification Delete a Budget Line Item

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Change Events

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1-Tier | 2-Tier | 3-Tier


1-Tier Change Orders


2-Tier (Prime Contract) Change Orders


3-Tier (Prime Contract) Change Orders

 


Coordination Issues

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ci-workflow-updated.pngDownload the Procore Plug-In for Coordination Issues Associate a Model with a Procore Project Create a Coordination Issue Save Archive of Coordination Issues View a Coordination Issue Search and Filter Edit a Coordination Issue Delete a Coordination Issue Export a List of Coordination Issues Mark a Coordination Issue as Complete Elevate to RFI Reopen a Coordination Issue Close a Coordination Issue


Commitments

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


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Daily Log

Daily Log Workflow

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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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Drawings

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Forms

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forms-tool-workflow.png

How do I create a fillable PDF? Create a Company Level Form Template Fill Out a Form (iOS) Upload a Completed Fillable PDF View a Form

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Incidents

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Inspections

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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

invoicing-workflow.png


Meetings

Create a Meeting

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Create a Meeting Template

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Observations

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Photos

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

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Prime Contract

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Punch List

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REVISED PUNCH WRKFLW.png

 

Create Punch List Items View Punch List Items Respond to Punch List Items Respond to Punch List Items Respond to Punch List Items View Punch List Items View Punch List Items Respond to Punch List Items Close a Punch List Item

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Requisitions

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

 

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Reports

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RFIs

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Schedule

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Specifications

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Submittals

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Timesheets

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Timesheets Workflow (5).pngCreate a Crew Add a Worker Configure Advanced Settings: Timesheets Add a Person to the Directory Create a Timesheet Copy Previous Timesheet Bulk Enter Time View a Timesheet Edit a Timesheet Add Employees to a Timesheet Add Quantities to a Timesheet Delete Quantities on a Timesheet Delete a Timesheet Sign a Timesheet (Mobile) Approve a Timesheet Unapprove a Timesheet Set Up a Labor Budget to Actual Report Import Budgeted Production Quantities View a Field Production Report

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