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Workflows

Interactive Workflow Diagram

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1-Tier | 2-Tier | 3-Tier


1-Tier Variations



START
START
LEGEND
LEGEND
Subcontractor
Subcontractor
Owner/CM
Owner/CM
Optional Step
Optional Step
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to collaborators so they can enter their own quotes? 
Do you want to grant access...


Submit a Quote as a Collaborator
Submit a Quote as a C...



Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...
Is change in scope with original prime contract?
Is change in scope with o...


Create a Change Event 1
Create a Change Event...


Create a CCO from a Change Event
Create a CCO from a Ch...
Review RFQ Responses
Review RFQ Responses
Head Contractor
Head Contractor


Approve or Reject CCOs
Approve or Reject CCOs


Create a Prime Contract Change Order (PCCO) 2
Create a Prime Contrac...


End
End
APRROVED CCO ISSUED
APRROVED CCO ISSUED
Approve or Reject PCCOs
Approve or Reject PCCO...
1Alternative ways to create a change event:

You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, T&M Tickets, and RFIs. You can also create change events from Procore for Android or Procore for iOS.
1Alternative ways to create a change even...
2Create a Prime Contract Change Order (PCCO):

If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Prime Contract Change Order (PCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...


Assign & Send an RFQ to a Collaborator
Assign & Send an RFQ t...

2-Tier (Head Contract) Variations



START
START
LEGEND
LEGEND
Subcontractor
Subcontractor
Owner/CM
Owner/CM
Optional Step
Optional Step
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to collaborators so they can enter their own quotes?
Do you want to grant access...


Submit a Quote as a Collaborator
Submit a Quote as a C...



Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...
Is change in scope with original prime contract?
Is change in scope with o...


Create a Change Event 1
Create a Change Event...


Create a CCO from a Change Event
Create a CCO from a Ch...
Review RFQ Responses
Review RFQ Responses
Head Contractor
Head Contractor


Create a Prime Potential Change Order (Prime PCO)
Create a Prime Potenti...


Email a Potential Change Order
Email a Potential Chan...
Add PCOs to PCCO
Add PCOs to PCCO
Did the owner reply with an 'Approve' response to the PCO?
Did the owner reply with...


Approve or Reject CCOs
Approve or Reject CCOs


Create a Prime Contract Change Order (PCCO) 2
Create a Prime Contrac...



Approve or Reject PCCOs
Approve or Reject PCCO...
APPROVED CCO ISSUED
APPROVED CCO ISSUED
End
End
1Alternative ways to create a change event:

You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, T&M Tickets, and RFIs. You can also create change events from Procore for Android or Procore for iOS.
1Alternative ways to create a change even...
2Create a Prime Contract Change Order (PCCO):

If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Prime Contract Change Order (PCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...


Assign & Send an RFQ to a Collaborator
Assign & Send an RFQ t...

3-Tier (Head Contract) Variations



START
START
LEGEND
LEGEND
Subcontractor
Subcontractor
Owner/CM
Owner/CM
Optional Step
Optional Step
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to collaborators so they can enter their own quotes?
Do you want to grant access...


Submit a Quote as a Collaborator
Submit a Quote as a C...



Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...
Is change in scope with original prime contract?
Is change in scope with o...


Create a Change Event 1
Create a Change Event...
Create a CCO from a Change Event
Create a CCO from a Ch...
Review RFQ Responses
Review RFQ Responses
Head Contractor
Head Contractor


Create a Prime Potential Change Order (Prime PCO)
Create a Prime Potenti...


Create a Change Order Request(COR)
Create a Change Order...
Add 'Approved' CORs to PCCO
Add 'Approved' CORs to PCCO
Did the owner reply to COR email with an 'Approve' response?
Did the owner reply to CO...


Approve or Reject CCOs
Approve or Reject CCOs


Create a Prime Contract Change Order (PCCO) 2
Create a Prime Contrac...



Approve or Reject PCCOs
Approve or Reject PCCO...
APPROVED CCO ISSUED
APPROVED CCO ISSUED
End
End


Create a CCO from a Change Event
Create a CCO from a Ch...
1Alternative ways to create a change event:

You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, T&M Tickets, and RFIs. You can also create change events from Procore for Android or Procore for iOS.
1Alternative ways to create a change even...
2Create a Prime Contract Change Order (PCCO):

If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Prime Contract Change Order (PCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...


Assign & Send an RFQ to a Collaborator
Assign & Send an RFQ t...
>
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