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