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Procore

About the Workflows Tool

Welcome to the Workflows Tool

Welcome to the Company level Workflows tool. With Workflows, users have the ability to create their own approval paths for items in Procore. 

What is a custom workflow?

Example

The image below shows you an example of what a published custom workflow for subcontractor invoices might look like. The workflow steps and conditions may be different in your environment. 
v2-workflows-sub-invoices.png

Which Procore tools are supported by the Workflows Tool?

Supported Tools 

Company Tools

The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Company tools:

Company Tool Workflow Item(s) To learn more...
Payments Payments Create a Workflow Template

Project Tools

The Company level Workflows tool allows you to create and manage workflow templates for the following Project tools:

Project Tool Workflow Item(s) To learn more...
Budget Budget Change

 

 

 

 

 

 

Create a Workflow Template

Commitments 

Subcontractor Invoice 
Subcontract/Purchase Order
Commitment Change Order - Single Tier
Commitment Potential Change Order
Prime Contracts 

Owner Invoice

Prime Contract

Prime Contract Change Order - Single Tier

Prime Contract Potential Change Order
Correspondence Correspondence Item