Enable Project Level Workflow Templates
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
- Navigate to the Company level Workflows tool.
- Click the Configure Settings
icon. - 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?
- Move the Allow Project Level Templates Features to the ON position.
A success banner appears when the features are enabled for the project tool.