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Procore

Which Procore tools support Workflows?

Answer

Procore's Workflows tool works with these Procore tools.

Company Level Tools

Users can create and manage workflows for these Company level tools:

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

Project Level Tools

Users can create and manage workflows for these Project level tools:

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

 

 

 

 

 

 

Create a Workflow Template

Commitments 

Subcontract
Purchase Order
Commitment Variation - Single Tier
Commitment Variation - Two or Three Tier
Commitment Potential Variation
Correspondence/Custom Tools

This tool requires users to select a specific Correspondence/Custom Tools Type from a drop-down list when adding a workflow template. 
 
Correspondence/Custom Tools Type
Progress Claiming Subcontractor Progress Claim
Head Contracts 

Owner Progress Claim

Head Contract

Head Contract Variation - Single Tier

Head Contract Variation - Two or Three Tier
Head Contract Potential Variation