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Procore

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.


Company Level

Admin (Company Level)

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Directory (Company Level)

OR
OR


Manage Project Permissions Templates
Manage Project Permis...
Do you want to use Procore Imports to add users and companies to your Company level  Directory?
Do you want to use Procore Impo...


Add a Company to the Company Directory
Add a Company to the...


Add a Distribution Group to the Company Directory
Add a Distribution Gr...


Add Insurance to a Company in the Company Directory
Add Insurance to a Co...


Set Bidder Information at the Company Level
Set Bidder Informatio...


Designate an Insurance Manager for Your Procore Company
Designate an Insuranc...


Add a User Account to the Company Directory
Add a User Account to...


Invite a Batch of Procore Users to Join a Company's Procore Account
Invite a Batch of Pro...


Download the Company or User Import Template
Download the Company...


Update the Company or User Import Template
Update the Company or...


Send a Completed Company or User Import Template to Procore
Send a Completed Comp...
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...


Manage Company Permissions Templates
Manage Company Permis...


Download the Procore Imports Application
Download the Procore...


Prepare Users & Vendors for Import
Prepare Users & Vendo...


Import Users & Vendors into your Company Level Directory Tool
Import Users & Vendor...


START
START


END
END
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step

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Timesheets (Company Level)


Create a Timesheet
Create a Timesheet
LEGEND
LEGEND
Optional Step
Optional Step
Company Timesheets
Company Timesheets


View a Timecard Entry
View a Timecard Entry


Edit a Timecard Entry
Edit a Timecard Entry
Project Timesheets
Project Timesheets


START
START


Delete a Timecard Entry
Delete a Timecard Entr...


Perform Bulk Approval Actions
Perform Bulk Approval...


Mark a Timecard Entry as Completed
Mark a Timecard Entry...


END
END
Editing Functions
Editing Functions
Approval Functions
Approval Functions


Reallocate Time to New Timecards
Reallocate Time to New...

 



Export a Timer List 
as an IIF File from

QuickBooks® Desktop
Export a Timer List...
TIME ENTRIES
IMPORTED
TIME ENTRIES...
IIF STRUCTURE
IMPORTED
IIF STRUCTURE...



START
START
LEGEND
LEGEND
'Admin' on Timesheets
'Admin' on Timesheets
QuickBooks® Desktop Administrator*
*Must be in Single-use mode
QuickBooks® Desktop Administrator*...
Do you want to export the time data collected in Procore and use it to process payroll in QuickBooks® Desktop? 
Do you want to export the time data coll...


END
END
Configure the Company Timesheets Payroll Settings
Configure the Company...
TIME ENTRIES
EXPORTED
TIME ENTRIES...

Import Procore Time Entries to 
QuickBooks® Desktop
Import Procore Time En...
IIF STRUCTURE
EXPORTED
IIF STRUCTURE...
Have you collected all of the time entries that you want to transfer from Procore to QuickBooks® Desktop?
Have you collected all of the time...
PROCORE TIME ENTRIES
PROCORE TIME ENTRIES
Do the employee names and time types in QuickBooks® Desktop exactly match the names and types in Procore?
Do the employee names and time types in...


Import Procore Time Entries to QuickBooks® Desktop
Import Procore Time Ent...
Export Time Entries from Procore to Import to QuickBooks® Desktop
Export Time Entries from...

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Project Level

Admin (Project Level)

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Tendering

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Change Events

Client Contracts

1-Tier Client Contract Variations
2-Tier Client Contract Variations
3-Tier Client Contract Variations

Funding: Variation Tiers

1-Tier Funding Variations
2-Tier Funding Variations
3-Tier Funding Variations

Head Contracts: Variation Tiers

1-Tier Head Contract Variations
2-Tier Head Contract Variations
3-Tier Head Contract Variations

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Variations

Client Contracts Tool

Commitments Tool

Funding Tool 

Head Contracts Tool

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Client Contracts

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Commitments

Create a Purchase Order or Subcontract 

Contractor Progress Claims

Subcontractor Progress Claims

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Co-ordination Issues

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Site Diary

Site Diary Workflow

Collaborator Site Diary Workflow

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Documents (Project Level)

Start
Start


LEGEND
LEGEND
Optional Step
Optional Step
Do you need to manage documents?
Do you need to manage...


Select a File or Folder
Select a File or Folder


Select a File or Folder
Select a File or Folder
Do you already have a standard folder structure in a project template?
Do you already have a standard f...
Do you need to upload documents?
Do you need to upload documents?
Are you starting a new project?
Are you starting a new project?


Add a New Project Using a Project Template
Add a New Project Using a P...


Copy Folder Structure from Another Project
Copy Folder Structure from...


Create New Folders
Create New Folders


Upload Files
and Folders

Upload Files...


Manage Permissions
for Files and Folders

Manage Permissions...


Manage Tracking for
Files and Folders

Manage Tracking for...


Manage or Set
File Tags

Manage or Set...


Track a Folder or File
Track a Folder or File


Download Documents
Download Documents


Email Documents
Email Documents


Export Information
for Documents

Export Information...


View Documents
View Documents
Do you need to edit or add a new version of a file?
Do you need to edit or add a new...


Check Out a File
Check Out a File


Check In a File
Check In a File


Edit File
Edit File


Upload a New
Version of a File

Upload a New...


End
End

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Forms



Create
Fillable Form*

Create...


Upload Form Template
Upload Form Template


Will you fill out the form on a mobile device or a computer?
Will you fill out the form on a...
Start
Start


Fill Out Form
(Computer)

Fill Out Form...


View
Completed Form

View...


END
END


Fill Out Form
(iOS)

Fill Out Form...


Fill Out Form
(Android)

Fill Out Form...
LEGEND
LEGEND
Procore Admin
Procore Admin
Responsible Party
Responsible Party
*This task is done outside of Procore
*This task is done out...
Outside Forms tool
Outside Forms tool
COMPUTER
COMPUTER
MOBILE
MOBILE

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Funding

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Invoicing

Contractor Progress Claims

Subcontractor Progress Claims

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Meetings

 

End
End
START
START

 

 

Create a Meeting
From a Template
Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Meeting
Create a Meeting

 

Customize the Meeting Agenda
Customize the Meeting Ag...

 

Create the
 Meeting Agenda
Create the...

 

Add Meeting Categories
Add Meeting Categories

 

Distribute Meeting Agenda
Distribute Meeting Agend...

 

Add Meeting Items
Add Meeting Items

 

Review Meeting Categories
Review Meeting Categorie...

 

Review Meeting Items
Review Meeting Items

 

Convert Meeting
to Minutes Mode
Convert Meeting...

 

Distribute Meeting Minutes
Distribute Meeting Minut...

 

Create a Follow-Up Meeting
Create a Follow-Up Meeti...

 

Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...

 

Record Meeting Attendance
Record Meeting Attendanc...

 

Add Meeting Minutes
Add Meeting Minutes

 

Create Meeting Categories
Create Meeting Categorie...

 

Add Meeting Items
Add Meeting Items

 

Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...

 

Configure Settings: Meetings
Configure Settings: Meet...

 

View a Meeting
View a Meeting

 

Star Previous Minutes
Star Previous Minutes

 

Edit a Meeting
Edit a Meeting

 

Edit a Meeting Item
Edit a Meeting Item

 

Email a Meeting
Email a Meeting

 

Export a Meeting
Export a Meeting

 

Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin

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Observations

Start
Start
End
End



Add Observation Types
Add Observation Types


LEGEND
LEGEND
Optional Step
Optional Step


COMPANY OR PROJECT LEVEL
COMPANY OR PROJECT LEVEL


Reject Observations
Reject Observations
Approve and Close Observations
Approve and Close Observ...
Create & Assign Observations
Create & Assign Observati...
Review and Respond to Observations
Review and Respond to Obs...

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Photos


End
End
START
START


Do you need to edit or manage photos and albums?
Do you need to edit or manage ph...


View or Select Photos
View or Select Photos
How do you want to add photos?
How do you want to add photos?
Do you need to add or upload photos?
Do you need to add or upload photos?


Email Photos to the Photos Tool
Email Photos to the Photos...


Upload Photos
Upload Photos


Take and Add Photos (Procore Android App)
Take and Add Photos (Procor...


Change Privacy
Settings for Photos

Change Privacy...


Edit Photo Information
Edit Photo Information


Move Photos
Move Photos
From your computer 
From your computer 
From the jobsite
From the jobsite
As attachments from an email
As attachments from a...


View Photos
View Photos


Download Photos
Download Photos


Upload Photos Using Procore Drive
Upload Photos Using Procore...
In bulk from your Windows computer
In bulk from your Windows...


Take and Add Photos (Procore iOS App)
Take and Add Photos (Procor...


Email Photos
Email Photos


Export Photos
to a PDF

Export Photos...


Add a Comment
on a Photo

Add a Comment...


Search for and
Filter Photos

Search for and...


Star Photos
Star Photos


Select an Album
Select an Album


Set an Album Cover
Set an Album Cover


Rename an Album
Rename an Album


Delete a Photo Album
Delete a Photo Album


Create Photo Albums
Create Photo Albums


Configure Settings: Photos
Configure Settings: Phot...
Are you an 'Admin' user, and are you setting
up the Photos tool for the first time?
Are you an 'Admin' user, and are you setting...


Rotate Photos
Rotate Photos


Subscribe to Photos
Subscribe to Photos


Mention Someone in
a Photo Comment

Mention Someone in...


Reorder Photo Albums
Reorder Photo Albums


Delete Photos
Delete Photos


Change Privacy
Settings for an Album

Change Privacy...
LEGEND
LEGEND
Optional Step
Optional Step

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Head Contracts

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Progress Billings

Subcontractor Progress Claims

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Defect List

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RFIs

CLOSE
CLOSE
REVIEW & REPLY
REVIEW & REPLY
CREATE & OPEN
CREATE & OPEN


Create a Draft RFI
Create a Draft RFI


Create an Open RFI
Create an Open RFI


END
END
Do you have all the information you need to reply?
Do you have all the informatio...


Do you want to create a draft RFI or an open RFI?
Do you want to create a draft...
DRAFT
Draft
OPEN
OPEN


Review the RFI
Review the RFI
'OPEN'
Sent to Assignees
'OPEN'...
'DRAFT'
Send to RFI Manager to Approve
'DRAFT'...
'OPEN'
Sent to Assignees
'OPEN'...
Do you want to forward the RFI to another user to review before you respond?
Do you want to forward the RFI...


Reply to an RFI
Reply to an RFI


Forward an RFI
for Review

Forward an RFI...


Reply to an RFI
Reply to an RFI
Ball in Court (BIC)
Shifts to Forwardee
Ball in Court (BIC)...
Ball in Court (BIC)
Shifts to Assignee
Ball in Court (BIC...
Do you want to add other assignees to the RFI workflow to also respond?
Do you want to add other as...


Add Assignees to an RFI as an Assignee on an RFI
Add Assignees to an RFI...
Assignees Added
Assignees Added


Choose an 'Official' Response for an RFI
Choose an 'Official' Res...
Ball in Court (BIC)
Shifts to RFI Manager
Ball in Court (BIC)...


Close an RFI
Close an RFI
LEGEND
LEGEND
RFI Manager
RFI Manager
RFI Creator
RFI Creator
RFI Assignee
RFI Assignee
RFI Forwardee
RFI Forwardee


Start
Start

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Program (Project Level)

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Submittals


START
START


End
End


Download the Procore Imports Application
Download the Procore...


Generate Submittals from Specifications (Submittal Builder)
Generate Submittals f...


Download the Submittals Import Template
Download the Submitta...


Update the Submittals Import Template
Update the Submittals...
Do you want to use Procore Imports to create submittals?
Do you want to use Pr...
or
or
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...
Do you want to use Submittal Builder to create submittals?
Do you want to use Su...


Prepare Submittals for Import
Prepare Submittals fo...


Import Submittals into your Project Level Submittals Tool
Import Submittals int...


Respond to a Submittal as an Approver
Respond to a Submitta...


Forward a Submittal for Review
Forward a Submittal f...


Create a Submittal
Create a Submittal


Edit a Submittal
Edit a Submittal


Upload and Submit a Submittal
Upload and Submit a S...


Respond to a Forwarded Submittal
Respond to a Forwarde...


Distribute a Submittal
Distribute a Submitta...


Close a Submittal
Close a Submittal


Create a  Submittal Revision
Create a  Submittal R...
LEGEND
LEGEND
Submittal Manager
Submittal Manager
Submitter
Submitter
Outside Submittals tool
Outside Submittals tool
Optional Step
Optional Step
Approver
Approver
Reviewer
Reviewer


Send a Completed Submittals Import Template to Procore
Send a Completed Subm...