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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.


Company Level

Admin (Company Level)

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Directory (Company Level)

OR
OR


Manage Project Permissions Templates
Manage Project Permis...
Do you want to use Procore Imports to add users and companies to your Company level  Directory?
Do you want to use Procore Impo...


Add a Company to the Company Directory
Add a Company to the...


Add a Distribution Group to the Company Directory
Add a Distribution Gr...


Add Insurance to a Company in the Company Directory
Add Insurance to a Co...


Set Bidder Information at the Company Level
Set Bidder Informatio...


Designate an Insurance Manager for Your Procore Company
Designate an Insuranc...


Add a User Account to the Company Directory
Add a User Account to...


Invite a Batch of Procore Users to Join a Company's Procore Account
Invite a Batch of Pro...


Download the Company or User Import Template
Download the Company...


Update the Company or User Import Template
Update the Company or...


Send a Completed Company or User Import Template to Procore
Send a Completed Comp...
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...


Manage Company Permissions Templates
Manage Company Permis...


Download the Procore Imports Application
Download the Procore...


Prepare Users & Vendors for Import
Prepare Users & Vendo...


Import Users & Vendors into your Company Level Directory Tool
Import Users & Vendor...


START
START


END
END
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step

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Timesheets (Company Level)


Create a Timesheet
Create a Timesheet
LEGEND
LEGEND
Optional Step
Optional Step
Company Timesheets
Company Timesheets


View a Timecard Entry
View a Timecard Entry


Edit a Timecard Entry
Edit a Timecard Entry
Project Timesheets
Project Timesheets


START
START


Delete a Timecard Entry
Delete a Timecard Entr...


Perform Bulk Approval Actions
Perform Bulk Approval...


Mark a Timecard Entry as Completed
Mark a Timecard Entry...


END
END
Editing Functions
Editing Functions
Approval Functions
Approval Functions


Reallocate Time to New Timecards
Reallocate Time to New...

 



Export a Timer List 
as an IIF File from

QuickBooks® Desktop
Export a Timer List...
TIME ENTRIES
IMPORTED
TIME ENTRIES...
IIF STRUCTURE
IMPORTED
IIF STRUCTURE...



START
START
LEGEND
LEGEND
'Admin' on Timesheets
'Admin' on Timesheets
QuickBooks® Desktop Administrator*
*Must be in Single-use mode
QuickBooks® Desktop Administrator*...
Do you want to export the time data collected in Procore and use it to process payroll in QuickBooks® Desktop? 
Do you want to export the time data coll...


END
END
Configure the Company Timesheets Payroll Settings
Configure the Company...
TIME ENTRIES
EXPORTED
TIME ENTRIES...

Import Procore Time Entries to 
QuickBooks® Desktop
Import Procore Time En...
IIF STRUCTURE
EXPORTED
IIF STRUCTURE...
Have you collected all of the time entries that you want to transfer from Procore to QuickBooks® Desktop?
Have you collected all of the time...
PROCORE TIME ENTRIES
PROCORE TIME ENTRIES
Do the employee names and time types in QuickBooks® Desktop exactly match the names and types in Procore?
Do the employee names and time types in...


Import Procore Time Entries to QuickBooks® Desktop
Import Procore Time Ent...
Export Time Entries from Procore to Import to QuickBooks® Desktop
Export Time Entries from...

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Project Level

Admin (Project Level)

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Tendering

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Budget

Add a Budget View for Real-Time Labour Costing

Set Up a 'Procore Labor Productivity Cost' Budget View




Do you want to enter installed production quantities using Procore's Field Productivity tools?
Do you want to enter instal...






Import Installed Production Quantities
Import Installed Prod...



Start
Start


Enable the Labor Productivity Cost Features for Project Financials
Enable the Labor Prod...
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labor' as the 'Defau...
Optional Step
Optional Step
Supervisor/Superintendent
Supervisor/Superintendent
Laborer
Laborer
2 Clients using the Admin tool's 'Unit Quantity Based Budget' option and the Timesheets tool can import budgeted production quantities in the Admin tool.
2 Clients using the Admin too...


Do you want to use the
'Procore Labor Productivity Cost' budget view on your project?

Do you want to use the...
Add a
Budget Line Item2

Add a...


Laborer Timecard entry?
Laborer Timecard...


Create a
Timecard Entry

Create a...


Create a
Timesheet

Create a...
TIMECARD
Timecard
TIMESHEETS
TIMESHEETS


Approve a
Timesheet

Approve a...


Create a Timesheet (Android)
Create a Timesheet (A...


Create a Timesheet (iOS)
Create a Timesheet (i...


What tool are you using in the Procore web application?
What tool are you usi...


Sign a Timesheet (Android)
Sign a Timesheet (And...


Sign a Timesheet (iOS)
Sign a Timesheet (iOS...
What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet...


Are you entering time and installed production quantities using Procore for Android or iOS?
Are you entering time and installe...
ANDROID
ANDROID
iOS
iOS
'PENDING' STATUS
'PENDING' STATUS
Add Budget Line Items
Add Budget Line Items


Set Up the 'Procore Labor Productivity Cost' Budget View
Set Up the 'Procore L...


Import a Budget
Import a Budget


Update the Budgeted Quantities Worksheet2
Update the Budgeted Qu...


Add Budgeted Production Quantities
Add Budgeted Production...
Procore Labor Productivity Cost View
Procore Labor Product...


End
End
Add Quantities to a Timesheet
Add Quantities to a T...
'APPROVED' STATUS
'APPROVED' STATUS


Add Quantities to a Timesheet (Android)
Add Quantities to a T...
Add Quantities to a Timesheet (iOS)
Add Quantities to a T...
Configure Settings: Timesheets1
Configure Settings: T...
FIELD
PRODUCTIVITY
FIELD...
PROJECT
FINANCIALS
PROJECT...
HOW TO VIEW PRODUCTION QUANTITIES
HOW TO VIEW PRODUCTION QUANTITIES


How do you want to add budget line items and budgeted production quantities?
How do you want to add budg...
Import Budgeted Production Quantities
Import Budgeted Produ...
Production Quantity Report
Production Quantity R...
IMPORT DATA
IMPORT DATA
ENTER DATA
ENTER DATA

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Change Events

Client Contracts

1-Tier Client Contract Change Orders
2-Tier Client Contract Change Orders
3-Tier Client Contract Change Orders

Funding: Change Order Tiers

1-Tier Funding Change Orders
2-Tier Funding Change Orders
3-Tier Funding Change Orders

Prime Contracts: Change Order Tiers

1-Tier Prime Contract Change Orders
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...
>

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Client Contracts

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Commitments

Create a Purchase Order or Subcontract 

Contractor Invoices

Subcontractor Invoices



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
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Invoicing
Invoicing


Create a New Invoice on Behalf of the 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
ACCEPTED
ACCEPTED

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...
Are you using one of the supported ERP Integrations to sync invoices? 
Are you using one of the suppo...
Sage 300 CRE
Sage 300 CRE
QuickBooks
QuickBooks
Are You Using Sage 300 CRE or QuickBooks? 
Are You Using Sage 3...
See the 'Export Approved Subcontractor Invoices to QuickBooks' Workflow
See the 'Export Approved S...
See the 'Export Your Approved Subcontractor Invoices to Sage 300 CRE' Workflow
See the 'Export Your Appro...

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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...

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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

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Documents (Project Level)

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

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