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Procore

About the Workflows Tool

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. 
v2-workflows-sub-invoices.png

Which Procore tools are supported by the Workflows Tool?

Supported Tools 

Company Tools

The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Company tools:

Company Tool Workflow Item(s) To learn more...
Payments Payments Create a Custom Workflow Template

Project Tools

The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Project tools:

Project Tool Workflow Item(s) To learn more...
Budget Budget Change

 

 

 

 

 

 

Create a Custom Workflow Template

Commitments 

Subcontractor Progress Claim 
Subcontract/Purchase Order
Commitment Variation - Single Tier
Commitment Potential Variation
Head Contracts 

Beta Owner Progress Claim

Head Contract

Head Variation - Single Tier

Head Potential Variation
Correspondence Correspondence Item