Welcome to the Workflows Tool
Welcome to the Company level Workflows tool. With Workflows, users have the ability to create their own approval paths for items in Procore.
What is a custom workflow?
Example
The image below shows you an example of what a published custom workflow for subcontractor progress claims might look like. The workflow steps and conditions may be different in your environment.
Which Procore tools are supported by the Workflows Tool?
Supported Tools
The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Company tools:
The Company level Workflows tool allows you to create and manage workflow templates for the following Project tools:
| Project Tool |
Workflow Item(s) |
To learn more... |
| Budget |
Budget Change |
Create a Workflow Template
|
|
Commitments
|
Subcontractor Progress Claim |
| Subcontract/Purchase Order |
| Commitment Variation - Single Tier |
| Commitment Potential Variation |
| Head Contracts |
|
| Head Contract |
|
Head Contract Variation - Single Tier
|
| Head Contract Potential Variation |
| Correspondence |
Correspondence Item |
