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Interactive Workflow Diagrams

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Select a tool to view its interactive workflow diagram.

  1. Project Level
    1. Bidding
    2. Budget
    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
    6. Daily Log
      1. Daily Log Workflow
      2. Collaborator Daily Log Workflow
    7. Documents
    8. Drawings
    9. Forms
    10. Incidents
    11. Inspections
    12. Invoicing
    13. Meetings
      1. Create a Meeting
      2. Create a Meeting Template
    14. Observations
    15. Photos
    16. Prime Contract
    17. Punch List
    18. Requisitions
    19. Reports
    20. RFIs
    21. Schedule
    22. Specifications
    23. Submittals
    24. Timesheets
  2. Company Level
    1. Prequalification Portal
    2. Prequalifications 

Project Level

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

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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Requisitions


Start a New Billing Period
Start a New Billing Pe...


START
START
LEGEND
LEGEND
General Contractor
General Contractor
Subcontractor
Subcontractor
How will invoices be created in Procore?
How will invoices be cr...


Create an Invoice on Behalf of a Subcontractor
Create an Invoice on B...


Review Invoices as a 'Admin'
Review Invoices as a '...


END
END
Have invoice contacts been added to commitments?
Have invoice contacts b...


Send Invoice Emails
Send Invoice Emails


Create Invoice Contacts
Create Invoice Contact...


Submit an Invoice as a Subcontractor
Submit an Invoice as a...


Review Invoices as a Subcontractor
Review Invoices as a S...
BY MY COMPANY
BY MY COMP...
BY MY SUBCONTRACTORS
BY MY SUBCONTRACTOR...
Optional Step
Optional Step

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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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    Stage
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