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. For instructions, see Create a Workflow Template.
| Company Tool | Workflow Item(s) | Notes |
|---|---|---|
| Payments | Payment |
Project Level Tools
Users can create and manage workflow templates for these Procore tools in the Company level Workflows tool. To learn how, see Create a Workflow Template.
Note
Users can also create and manage custom workflow templates for items in a project-level tool. Procore saves these templates at the project level, making them distinct from your company-level workflow templates. To enable this feature, see Enable Project Level Workflow Templates.| Project Tool | Workflow Item(s) | Notes |
|---|---|---|
| Budget | Budget Change | |
|
Commitments |
Subcontract | |
| Purchase Order | ||
| Commitment Variation - Single Tier | ||
| Commitment Variation - Two or Three Tier | Multi-tier workflows are not supported in 360 Reporting. | |
| Commitment Potential Variation | ||
| Correspondence/Custom Tools |
Correspondence/Custom Tools Type | This tool requires users to select a specific Correspondence/Custom Tools Type from a drop-down list when adding a workflow template. |
| Document Management | Document | This Document Management tool is only available in select regions and is visible as a selection in the Tool menu of the Workflow Builder when enabled in your company's Procore account. |
| Progress Claiming | Subcontractor Progress Claim | |
| Head Contracts |
Owner Progress Claim |
|
| Head Contract | ||
|
Head Contract Variation - Single Tier |
||
| Head Contract Variation - Two or Three Tier | Multi-tier workflows are not supported in 360 Reporting. | |
| Head Contract Potential Variation |