Skip to main content
Procore

Enable Project Level Workflow Templates

  1. Last updated
    May 28, 2025
  2. Save as PDF

Objective

To view, create, or edit custom workflow templates for items in a project-level tool. 

Background

To create or edit custom workflow templates for items in a project-level tool, use these steps. Procore saves these templates at the project level, making them distinct from your company-level workflow templates.

Things to Consider

  • Required User Permissions:
    • To view, create, or edit a project-level workflow, you must have 'Admin' level permissions on the Company level Workflows tool. 
  • Additional Information:
    •  Project-level workflows are only available in Procore Project tools. 

Steps

  1. Navigate to the Company level Workflows tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under Feature Enablement, select a supported tool from the Tool list. 
     Note

    Project-level workflow features are available on Procore's Project tools. They are not available with company-level tools. For a list of available tools, see Which Procore tools support Workflows?

  4. Move the Allow Project Level Templates Features to the ON position. 
    A success banner appears when the features are enabled for the project tool.