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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.

Project Level


Budget

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

1-Tier Change Orders

2-Tier Prime Contract Change Orders

3-Tier Prime Contract Change Orders

 


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

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

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



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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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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Prime Contract

create-prime-contracts.png

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Punch List

REVISED PUNCH WRKFLW.png

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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

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...


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

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Specifications

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Submittals

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Timesheets

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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