Skip to main content
Procore

Workflow Diagrams

Select a tool to view its workflow diagram.


Company Level

Admin (Company Level)

diagram_admin_company-level_wbs.png

Back to Top


Directory (Company Level)

diagram_directory_company-level_tool-overview.png

Back to Top


Prequalification Portal

diagram_prequalification-portal_tool-overview.png

Back to Top


Prequalifications

diagram_prequalifications_tool-overview.png

Back to Top


Timesheets (Company Level)

diagram_timesheets_company-level_tool-overview.png

 

Transfer Procore Time Entries to QuickBooks Desktop

diagram_timesheets_company-level_transfer-procore-time-entries-to-quickbooks-desktop.png

 

Back to Top


 

Project Level

Admin (Project Level)

diagram_admin_project-level_wbs.png

Back to Top


Bidding

diagram_bidding_tool-overview.png

Back to Top


Budget

Set Up and Manage a Budget

diagram_budget_budget-setup.png

Add a Budget View for Real-Time Labor Costing

diagram_budget_real-time-labor-costing-budget-view.png

Set Up a 'Procore Labor Productivity Cost' Budget View

diagram_budget_procore-labor-productivity-cost-budget-view.png

Back to Top


Change Events

Client Contracts

diagram_change-events_change-orders-for-client-contracts.png

Funding

diagram_change-events_change-orders-for-funding.png

Prime Contracts

diagram_change-events_change-orders-for-prime-contracts.png

Back to Top


Change Orders

Client Contracts Tool

diagram_change-orders_client-contract-change-orders.png

Commitments Tool

diagram_change-orders_commitment-change-orders.png

Funding Tool 

diagram_change-orders_funding-change-orders.png

Prime Contracts Tool

diagram_change-orders_prime-contract-change-orders.png

Back to Top


Client Contracts

diagram_client-contracts_tool-overview.png

Back to Top


Commitments

Create a Purchase Order or Subcontract 

diagram_commitments_tool-overview.png

Contractor Invoices

Workflow not yet available.

Subcontractor Invoices

diagram_invoicing_subcontractor-invoices.png

Back to Top


Coordination Issues

diagram_coordination-issues_tool-overview.png

Back to Top


Correspondence

diagram_correspondence_tool-overview.png

Back to Top


Daily Log

Daily Log Workflow

diagram_daily-log_tool-overview.png

Back to Top


Directory (Project Level)

diagram_directory_project-level_tool-overview.png

Back to Top


Documents (Project Level)

diagram_documents_project-level_tool-overview.png

Back to Top


Drawings

diagram_drawings_tool-overview.png

Back to Top


Funding

diagram_funding_tool-overview.png

Back to Top


Incidents

diagram_incidents_tool-overview.png

Back to Top


Inspections (Project Level)

diagram_inspections_project-level_tool-overview.png

Back to Top


Invoicing

Contractor Invoices

Subcontractor Invoices

diagram_invoicing_subcontractor-invoices.png

Back to Top


Meetings

diagram_meetings_tool-overview.png

Back to Top


Models

diagram_models_tool-overview.png

Back to Top


Observations

diagram_observations_tool-overview.png

Back to Top


Photos

diagram_photos_tool-overview.png

Back to Top


Prime Contracts

diagram_prime-contracts_tool-overview.png

Back to Top


Progress Billings

Subcontractor Invoices

diagram_progress-billings_subcontractor-invoices.png

Back to Top


Punch List

diagram_punch-list_tool-overview.png

Back to Top


Schedule (Project Level)

diagram_schedule_project-level_tool-overview.png

Back to Top


Specifications

diagram_specifications_tool-overview.png

Back to Top


Submittals

diagram_submittals_tool-overview.png

Back to Top


Tasks

diagram_tasks_tool-overview.png

Back to Top


Timesheets (Project Level)

Project Level Timesheets

diagram_timesheets_project-level_tool-overview.png

Back to Top


T&M Tickets

diagram_tm-tickets_tool-overview.png

Back to Top