Download Workflows
Background
Workflows are useful for any process that needs a visual to separate it from the rest of the page. Below is a list of Workflows available for Training Center Editors to download and customize.
For steps on how to add these to your Training Center page, see Create Interactive Workflow with Diagrams.net and Adding a Diagrams.net Workflow to Your Training Center.
Jump to:
- Template
- Learning Paths
- Core Tools
- Financial Management
- Preconstruction
- Project Management
- Resource Management
- ERP Integrations: General
- ERP Integrations: Acumatica
- ERP Integrations: CMiC
- ERP Integrations: MRI
- ERP Integrations: MYOB
- ERP Integrations: Quickbooks
- ERP Integrations: Sage 100
- ERP Integrations: Sage 300
- ERP Integrations: Sage Intacct
- ERP Integrations: Viewpoint Spectrum
- ERP Integrations: Viewpoint Vista
- ERP Integrations: Yardi
Template
| Workflow Download Link |
|---|
| Workflow Template — diagrams.net file (old) • Figjam file (new) |
| Icon Library (deprecated) — diagrams.net file |
Learning Paths
| Workflow Download Link |
|---|
| Architect/Engineer — diagrams.net file |
| General Contractor — diagrams.net file |
| Owner — diagrams.net file |
| Project Manager - Course of Construction — diagrams.net file |
| Project Manager - Post Construction — diagrams.net file |
| Project Manager - Preconstruction — diagrams.net file |
| Subcontractor — diagrams.net file |
| Superintendent — diagrams.net file |
Core Tools
| Workflow Download |
|---|
| Admin - Create Company WBS — diagrams.net file (old) • Figjam file (new) |
| Admin - Create Project WBS — diagrams.net file (old) • Figjam file (new) |
| Directory (Company Level) — diagrams.net file (old) • Figjam file (new) |
| Directory (Project Level) — diagrams.net file (old) • Figjam file (new) |
| Document Management - General Tool Process — Figjam file |
| Document Management - Initial Tool Setup — Figjam file |
| Documents (Project Level) — diagrams.net file (old) • Figjam file (new) |
| Reports (Company Level) (deprecated) — diagrams.net file |
| Reports (Project Level) (deprecated) — diagrams.net file |
| Tasks — diagrams.net file (old) • Figjam file (new) |
Financial Management
| Workflow Download |
|---|
| Budget - Budget Setup — diagrams.net file (old) • Figjam file (new) |
| Budget - Real-Time Labor Costing — diagrams.net file (old) • Figjam file (new) |
| Budget - Set Up the 'Procore Labor Productivity Cost' Budget View — diagrams.net file (old) • Figjam file (new) |
| Change Events - All Tiers (Client Contracts) — Figjam file |
| Change Events - 1-Tier (Client Contracts) (deprecated) — diagrams.net file |
| Change Events - 2-Tier (Client Contracts) (deprecated) — diagrams.net file |
| Change Events - 3-Tier (Client Contracts) (deprecated) — diagrams.net file |
| Change Events - All Tiers (Funding) - Figjam file |
| Change Events - 1-Tier (Funding) (deprecated) — diagrams.net file |
| Change Events - 2-Tier (Funding) (deprecated) — diagrams.net file |
| Change Events - 3-Tier (Funding) (deprecated) — diagrams.net file |
| Change Events - All Tiers (Prime Contracts) — Figjam file |
| Change Events - 1-Tier (Prime Contract) (deprecated) — diagrams.net file |
| Change Events - 2-Tier (Prime Contract) (deprecated) — diagrams.net file |
| Change Events - 3-Tier (Prime Contract) (deprecated) — diagrams.net file |
| Change Orders - CCCO Tiers — diagrams.net file (old) • Figjam file (new) |
| Change Orders - CCO Tiers — diagrams.net file (old) • Figjam file (new) |
| Change Orders - FCO Tiers — diagrams.net file (old) • Figjam file (new) |
| Change Orders - PCCO Tiers — diagrams.net file (old) • Figjam file (new) |
| Client Contracts — diagrams.net file (old) • Figjam file (new) |
| Commitments - Create Commitment — diagrams.net file (old) • Figjam file (new) |
| Commitments - Subcontractor Invoices (deprecated) — diagrams.net file |
| Funding — diagrams.net file (old) • Figjam file (new) |
| Invoicing — diagrams.net file (old) • Figjam file (new) |
| Invoicing - Contract Invoicing for Owners (deprecated) — diagrams.net file |
| Prime Contracts — diagrams.net file (old) • Figjam file (new) |
| Progress Billings - Subcontractor Invoices — diagrams.net file (old) • Figjam file (new) |
Preconstruction
| Workflow Download |
|---|
| Bidding — diagrams.net file (old) • Figjam file (new) |
| Prequalification Portal — diagrams.net file (old) • Figjam file (new) |
| Prequalifications — diagrams.net file (old) • Figjam file (new) |
Project Management
| Workflow Download |
|---|
| Action Plans — Figjam file |
| Coordination Issues — diagrams.net file (old) • Figjam file (new) |
| Correspondence — diagrams.net file (old) • Figjam file (new) |
| Daily Log — diagrams.net file (old) • Figjam file (new) |
| Daily Log (Collaborator) (Deprecated) — diagrams.net file |
| Drawings — diagrams.net file (old) • Figjam file (new) |
| Forms — diagrams.net file (old) • Figjam file (new) |
| Incidents — diagrams.net file (old) • Figjam file (new) |
| Inspections (Project Level) — diagrams.net file (old) • Figjam file (new) |
| Meetings — diagrams.net file (old) • Figjam file (new) |
| Models — diagrams.net file (old) • Figjam file (new) |
| Observations — diagrams.net file (old) • Figjam file (new) |
| Photos — diagrams.net file (old) • Figjam file (new) |
| Punch List — diagrams.net file (old) • Figjam file (new) |
| RFIs — diagrams.net file (old) • Figjam file (new) |
| Schedule (Project Level) — diagrams.net file (old) • Figjam file (new) |
| Specifications — diagrams.net file (old) • Figjam file (new) |
| Submittals — diagrams.net file (old) • Figjam file (new) |
Resource Management
| Workflow Download |
|---|
| Crews — diagrams.net file (old) • Figjam file (new) |
| T&M Tickets — diagrams.net file (old) • Figjam file (new) |
| Timesheets (Company Level) — diagrams.net file (old) • Figjam file (new) |
| Timesheets Multi-Tier Approvals for Timekeeping (Deprecated) — diagrams.net file |
| Timesheets (Project Level) — diagrams.net file (old) • Figjam file (new) |
| Timesheets Transfer Procore Time Entries to QuickBooks Desktop — diagrams.net file (old) • Figjam file (new) |
| Timesheets Transfer Procore Time Entries to QuickBooks Desktop 2022 and After — Figjam file |
ERP Integrations: General
| Workflow Download |
|---|
| Create and Export CCOs — diagrams.net file (old) • Figjam file (new) |
| Create and Export Commitments — diagrams.net file (old) • Figjam file (new) |
| Create and Export Sub Invoices — diagrams.net file (old) • Figjam file (new) |
| Create and Sync Vendors — diagrams.net file (old) • Figjam file (new) |
| Budget Setup — diagrams.net file (old) • Figjam file (new) |
| Budget Update — diagrams.net file (old) • Figjam file (new) |
| Sub Job Setup — diagrams.net file (old) • Figjam file (new) |
| Sub Job Setup - No Export — Figjam file |
ERP Integrations: Acumatica
| Workflow Download |
|---|
| Acumatica Job Setup — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: MRI
| Workflow Download |
|---|
| MRI Create and Sync Vendors — diagrams.net file (old) • Figjam file (new) |
| MRI Job Setup — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Quickbooks
| Workflow Download |
|---|
| Quickbooks Create and Sync a Project — diagrams.net file (old) • Figjam file (new) |
| Quickbooks Create Standard Cost Codes in Procore and Sync to QuickBooks — diagrams.net file (old) • Figjam file (new) |
| Quickbooks Online Job Setup — Figjam file |
| Quickbooks Set Up the Export Subcontractor Invoices Feature — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Sage 100
| Workflow Download |
|---|
| Sage 100 Setup Job Project — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Sage 300
| Workflow Download |
|---|
| Sage 300 Setup and Export Sub Invoices — diagrams.net file (old) • Figjam file (new) |
| Sage 300 Create and Export PCCOs — diagrams.net file (old) • Figjam file (new) |
| Sage 300 Job Setup — diagrams.net file (old) • Figjam file (new) |
| Sage 300 Sub Job Setup — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Sage Intacct
| Workflow Download |
|---|
| Sage Intacct Job Setup — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Viewpoint Spectrum
| Workflow Download |
|---|
| Viewpoint Spectrum Add a Procore Project to Viewpoint Spectrum — diagrams.net file (old) • Figjam file (new) |
| Viewpoint Spectrum Add a Viewpoint Spectrum Job to Procore — diagrams.net file (old) • Figjam file (new) |
| Viewpoint Spectrum Sync Procore Projects with Viewpoint Spectrum Jobs — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Viewpoint Vista
| Workflow Download |
|---|
| Viewpoint Vista Budget Setup — diagrams.net file (old) • Figjam file (new) |
| Viewpoint Vista Create and Export PCCOs — diagrams.net file (old) • Figjam file (new) |
| Viewpoint Vista Import and Re-Import a Prime Contract — diagrams.net file (old) • Figjam file (new) |
| Viewpoint Vista Job Setup — diagrams.net file (old) • Figjam file (new) |
ERP Integrations: Yardi
| Workflow Download |
|---|
| Create and Sync Cost Codes — diagrams.net file (old) • Figjam file (archived) |
| Create and Sync Vendors — diagrams.net file (old) • Figjam file (new) |
| Job Setup — diagrams.net file (old) • Figjam file (new) |