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Procore (en-CA)

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.

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...
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 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, T&M Tickets, 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...


Assign & Send an RFQ to a Collaborator
Assign & Send an RFQ t...

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...
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 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, T&M Tickets, 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...


Assign & Send an RFQ to a Collaborator
Assign & Send an RFQ t...

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...
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 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, T&M Tickets, 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...


Assign & Send an RFQ to a Collaborator
Assign & Send an RFQ t...
>

 


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...

Daily Log

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

Back to Top


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?
Are you starting a new project?
Are you starting a new project?


Add a New Project Using a Project Template
Add a New Project Using a P...


Copy Folder Structure from Another Project
Copy Folder Structure from...


Create New Folders
Create New Folders


Upload Files
and Folders

Upload Files...


Manage Permissions
for Files and Folders

Manage Permissions...


Manage Tracking for
Files and Folders

Manage Tracking for...


Manage or Set
File Tags

Manage or Set...


Track a Folder or File
Track a Folder or File


Download Documents
Download Documents


Email Documents
Email Documents


Export Information
for Documents

Export Information...


View Documents
View Documents
Do you need to edit or add a new version of a file?
Do you need to edit or add a new...


Check Out a File
Check Out a File


Check In a File
Check In a File


Edit File
Edit File


Upload a New
Version of a File

Upload a New...


End
End

Back to Top


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

Back to Top


Invoicing


ACCEPTED
ACCEPTED


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
INVOICE CONTACT
INVOICE ADMINISTRATOR
INVOICE ADMINISTRATOR
Who will create the new invoice?
Who will create the new invoice...
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Admin
Invoice Admin
Invoice Contact
Invoice Contact
Commitments
Commitments
Invoicing
Invoicing


Create a New Invoice on Behalf of an Invoice Contact
Create a New Invoice o...


End
End


Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...


Revise & Resubmit an Invoice as an Invoice Contact
Revise & Resubmit an I...
REVISE & RESUBMIT
REVISE & 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

Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...


End
End
DECLINED
DECLINED

Submit a New Invoice as an Invoice Contact
Submit a New Invoice...
Review an Invoice as an Invoice Administrator
Review an Invoice as an In...


Limited Release
Submit a New Invoice as an invoice Contact
Limited Release...
Draft
Draft

Meetings

Create a Meeting

Create a Meeting Template

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Observations

Start
Start
End
End



Add Observation Types
Add Observation Types


LEGEND
LEGEND
Optional Step
Optional Step


COMPANY OR PROJECT LEVEL
COMPANY OR PROJECT LEVEL


Reject Observations
Reject Observations
Approve and Close Observations
Approve and Close Observ...
Create & Assign Observations
Create & Assign Observati...
Review and Respond to Observations
Review and Respond to Obs...

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Photos


End
End
START
START


Do you need to edit or manage photos and albums?
Do you need to edit or manage ph...


View or Select Photos
View or Select Photos
How do you want to add photos?
How do you want to add photos?
Do you need to add or upload photos?
Do you need to add or upload photos?


Email Photos to the Photos Tool
Email Photos to the Photos...


Upload Photos
Upload Photos


Take and Add Photos (Procore Android App)
Take and Add Photos (Procor...


Change Privacy
Settings for Photos

Change Privacy...


Edit Photo Information
Edit Photo Information


Move Photos
Move Photos
From your computer 
From your computer 
From the jobsite
From the jobsite
As attachments from an email
As attachments from a...


View Photos
View Photos


Download Photos
Download Photos


Upload Photos Using Procore Drive
Upload Photos Using Procore...
In bulk from your Windows computer
In bulk from your Windows...


Take and Add Photos (Procore iOS App)
Take and Add Photos (Procor...


Email Photos
Email Photos


Export Photos
to a PDF

Export Photos...


Add a Comment
on a Photo

Add a Comment...


Search for and
Filter Photos

Search for and...


Star Photos
Star Photos


Select an Album
Select an Album


Set an Album Cover
Set an Album Cover


Rename an Album
Rename an Album


Delete a Photo Album
Delete a Photo Album


Create Photo Albums
Create Photo Albums


Configure Settings: Photos
Configure Settings: Phot...
Are you an 'Admin' user, and are you setting
up the Photos tool for the first time?
Are you an 'Admin' user, and are you setting...


Rotate Photos
Rotate Photos


Subscribe to Photos
Subscribe to Photos


Mention Someone in
a Photo Comment

Mention Someone in...


Reorder Photo Albums
Reorder Photo Albums


Delete Photos
Delete Photos


Change Privacy
Settings for an Album

Change Privacy...
LEGEND
LEGEND
Optional Step
Optional Step

Back to Top


Requisitions



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...