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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.

Project Level


Budget

Set Up and Manage a Budget


START
START


END
END


Set Up a Budget in a New Procore Project
Set Up a Budget in a...
Choose from these options
Choose from these options




Create a Budget Modification
Create a Budget Modi...
Add a Partial Budget Line Item
Add a Partial Budget...
Delete a Budget Line Item
Delete a Budget Line...
Do you want to add or import your budget line items?
Do you want to add or import your budget line...


Import a Budget
Import a Budget
Import
Import


Add
Add
Add a Budget Line Item
Add a Budget Line Item
Do you want to make any final edits before locking the project's original budget?
Do you want to make any final edits before loc...


Lock a Budget
Lock a Budget
Choose from these options
Choose from these options




Add a Budget Line Item
Add a Budget Line Ite...
Delete a Budget Line Item
Delete a Budget Line...
Use the Forecast to Complete Feature
Use the Forecast to C...


Create a Budget Snapshot 1
Create a Budget Snaps...
Any final changes to your original budget?
Any final changes to your orig...


Unlock a Budget
Unlock a Budget
Update the Budget
Update the Budget
How do you want to update the project's current budget?
How do you want to update the project'...
Original Budget
Original Budget
Do you want to create the prime contract's SOV from the project budget?
Do you want to create the pr...
Choose from these options
Choose from these options



View Budget Reports
View Budget Reports
Create Custom Budget Reports
Create Custom Budget...


END
END
Run reports?
Run reports?
With Change Orders
With Change Orders
Do you need to change a commitment contract or a prime contract?
Do you need to change a commitment contract...
LEGEND
LEGEND
Optional Step
Optional Step
Project Manager
Project Manager
1 Procore recommends always taking a snapshot after locking your project's original budget. 
1 Procore recommends always taking...
Continue to the 'Prime Contract' workflow
Continue to the 'Prime Contrac...
Continue to the 'Commitment Change Order Tiers' workflow
Continue to the 'Commitment Ch...
workflow#Commitment_Change_Order_Tiers
Continue to the 'Prime Contract Change Order Tiers' workflow
Continue to the 'Prime Cont...

Add a Budget View for Real-Time Labor Costing


START
START


Set Up a Budget View for Real-Time Labor Productivity
Set Up a Budget View...


END
END
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labor' as the 'Defau...
Optional Step
Optional Step
Supervisor/Superintendent
Supervisor/Superintendent
Laborer
Laborer
2Include one or more line items with the unit-based fields set to hours
2Include one or more line ite...


Do you want to use the
Real-Time Labor Productivity budget view on your project?

Do you want to use the...


Configure Settings: Timesheets1
Configure Settings: T...


Add a
Budget Line Item2

Add a...


How do you want to create the project's budget line items?
How do you want to create the pr...


Import a Budget2
Import a Budget2


View a Budget
View a Budget


Laborer Timecard entry?
Laborer Timecard...


Create a
Timecard Entry

Create a...


Create a
Timesheet

Create a...
TIMECARD
TIMECARD
TIMESHEETS
TIMESHEETS


Approve a
Timesheet

Approve a...


Create a Timesheet (Android)
Create a Timesheet (A...


Create a Timesheet (iOS)
Create a Timesheet (i...


What tool are you using in the Procore web application?
What tool are you usi...


Sign a Timesheet (Android)
Sign a Timesheet (And...


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


What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet Hours...
'APPROVED' STATUS
'APPROVED' STATUS
'PENDING' STATUS
'PENDING' STATUS
LINE ITEM UPDATED
LINE ITEM UPDATED


Are you entering time using Procore for Android or iOS?
Are you entering time...
ANDROID
ANDROID
iOS
iOS

Set Up a 'Procore Labor Productivity Cost' Budget View




Do you want to enter installed production quantities using Procore's Field Productivity tools?
Do you want to enter installed p...






Import Installed Production Quantities
Import Installed Prod...



START
START


Enable the Labor Productivity Cost Features for Project Financials
Enable the Labor Prod...
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labor' as the 'Defau...
Optional Step
Optional Step
Supervisor/Superintendent
Supervisor/Superintendent
Laborer
Laborer
2 Clients using the Admin tool's 'Unit Quantity Based Budget' option and the Timesheets tool can import budgeted production quantities in the Admin tool.
2 Clients using the Admin too...


Do you want to use the
'Procore Labor Productivity Cost' budget view on your project?

Do you want to use the...


Laborer Timecard entry?
Laborer Timecard...


Create a
Timecard Entry

Create a...
Create a
Timesheet

Create a...
TIMECARD
TIMECARD
TIMESHEETS
TIMESHEETS


Approve a
Timesheet

Approve a...


Create a Timesheet (Android)
Create a Timesheet (A...


Create a Timesheet (iOS)
Create a Timesheet (iO...


What tool are you using in the Procore web application?
What tool are you usi...


Sign a Timesheet (Android)
Sign a Timesheet (And...


Sign a Timesheet (iOS)
Sign a Timesheet (iOS...
What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet Ho...


Are you entering time and installed production quantities using Procore for Android or iOS?
Are you entering time and installed...
ANDROID
ANDROID
iOS
iOS
'PENDING' STATUS
'PENDING' STATUS
Add Budget Line Items
Add Budget Line Items


Set Up the 'Procore Labor Productivity Cost' Budget View
Set Up the 'Procore L...


Import a Budget
Import a Budget


Update the Budgeted Quantities Worksheet2
Update the Budgeted Qu...


Add Budgeted Production Quantities
Add Budgeted Production...
Procore Labor Productivity Cost View
Procore Labor Product...


END
END
Add Quantities to a Timesheet
Add Quantities to a T...
'APPROVED' STATUS
'APPROVED' STATUS


Add Quantities to a Timesheet (Android)
Add Quantities to a T...
Add Quantities to a Timesheet (iOS)
Add Quantities to a T...
Configure Settings: Timesheets1
Configure Settings: T...
FIELD
PRODUCTIVITY
FIELD...
PROJECT
FINANCIALS
PROJECT...
HOW TO VIEW PRODUCTION QUANTITIES
HOW TO VIEW PRODUCTION QUANTITIES


How do you want to add budget line items and budgeted production quantities?
How do you want to add budg...
Import Budgeted Production Quantities
Import Budgeted Produ...
Production Quantity Report
Production Quantity R...
IMPORT DATA
IMPORT DATA
ENTER DATA
ENTER DATA

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Change Events

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...

 


Change Orders

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

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


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...

Commitments

Create a Purchase Order or Contract

Workflow not yet available. 

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...

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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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Documents

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?