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Workflows

Interactive Workflow Diagram

Click a box below to view the related tutorial. 

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...
Does the subcontractor have permission to submit a response in Procore?
Does the subcontractor have...

 

Respond to an RFQ as a Recipient
Respond to an RFQ as...

 

 

Respond to an RFQ on Behalf of an RFQ Recipient
Respond to an RFQ on Beh...
Is change in scope with original main 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
General Contractor
General Contractor

 

Approve or Reject CCOs
Approve or Reject CCOs

 

Create a Main Contract Change Order (MCCO) 2
Create a Prime Contrac...

 

END
END
APRROVED CCO ISSUED
APRROVED CCO ISSUED
Approve or Reject MCCOs
Approve or Reject PCCO...
1Alternative ways to create a change event:
 
You can create change events from these Procore tools: Emails, Inspections, Meetings, Observations, 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 Main Contract Change Order (MCCO):
 
If you want to create an owner invoice that automatically populates with approved Commitment Change Order (CCO) amounts that are included in a Main Contract Change Order (MCCO), always create the PCCO prior to creating an owner invoice.
2Create a Prime Contract Change Order (PC...

2-Tier (Main 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...
Does the subcontractor have permission to submit a response in Procore?
Does the subcontractor have...

 

Respond to an RFQ as a Recipient
Respond to an RFQ as...

 

 

Respond to an RFQ on Behalf of an RFQ Recipient
Respond to an RFQ on Beh...
Is change in scope with original main 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
General Contractor
General 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 Main Contract Change Order (MCCO) 2
Create a Prime Contrac...

 

 

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

3-Tier (Main 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...
Does the subcontractor have permission to submit a response in Procore?
Does the subcontractor have...

 

Respond to an RFQ as a Recipient
Respond to an RFQ as...

 

 

Respond to an RFQ on Behalf of an RFQ Recipient
Respond to an RFQ on Beh...
Is change in scope with original main 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
General Contractor
General 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 MCCO
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 Main Contract Change Order (MCCO) 2
Create a Prime Contrac...

 

 

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