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Workflows

Interactive Workflow Diagram

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Main Contracts | Funding | Client Contracts


Main Contracts

1-Tier | 2-Tier | 3-Tier

1-Tier Variations

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

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

 

END
END
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
Create a Main Contract Variation:

To automatically populate a payment application with the approved Commitment Variation amounts included on a Main Contract Variation, always create the variations before the payment application. 
2 Create a Main Contract Variation:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

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

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Main Contract Variation 2
Create a Main Contrac...
Approve or Reject Main Contract Variations
Approve or Reject Prim...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
Main Contractor
Main Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Main Contracts Tool
Main Contracts Tool
Variations Tool
Variations Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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2-Tier (Main Contract) Variations

 

 

START
START
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 subcontractors so they can enter their own quotes?
Do you want to grant access pe...

 

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 Behal...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Variation for a Main Contract
Create a Potential Change...
Add PVs to MCV
Add PVs to MCV
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an 'A...

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Main Contract Variation 2
Create a Main Contract...

 

Approve or Reject Main Contract Variations
Approve or Reject Main C...
END
END
Create a Main Contract Variation:

To automatically populate a payment application with the approved Commitment Variation amounts included on a Main Contract Variation, always create the variations before the payment application. 
2 Create a Main Contract Variation:...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

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

 

Email a Potential Variation for a Main Contract
Email a Potential Chan...
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED

 

LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
Main Contractor
Main Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Main Contracts Tool
Main Contracts Tool
Variations Tool
Variations Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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3-Tier (Main Contract) Variations

 

 

START
START
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 Behalf...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Variation for a Main Contract
Create a Potential Change...

 

Create a Variation Request for a Main Contract
Create a Variation R...
Add 'Approved' VRs to MCV
Add 'Approved' VRs to MCV
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an...

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Main Contract Variation 2
Create a Main Contrac...

 

 

Approve or Reject Main Contract Variations
Approve or Reject Prim...
END
END

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...
Create a Main Contract Variation:

To automatically populate a MC/Client payment application with the approved Commitment Variation amounts included on a Main Contract Variation, always create the variations before the payment application. 
2 Create a Main Contract Variation:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
Main Contractor
Main Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Main Contracts Tool
Main Contracts Tool
Variations Tool
Variations Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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Funding

1-Tier | 2-Tier | 3-Tier

1-Tier Funding Variations

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to contractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original funding?
Is change in scope with t...

 

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

 

END
END
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
Create a Funding Variation:

To automatically populate a payment application with the approved Commitment Variation amounts included on a Funding Variation, always create the variations before the payment application. 
2 Create a Funding Variation:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

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

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Funding Variation 2
Create a Funding Chang...
Approve or Reject Funding Variations
Approve or Reject Fund...
LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner/CM
Owner/CM
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool
Variations Tool
Variations Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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2-Tier Funding Variations

 

 

START
START
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 contractors 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 Behal...
Is the change in scope with the original funding?
Is the change in scope wi...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Variation for a Funding
Create a Potential Change...
Add PVs to FCO
Add PVs to FCO
Did the funding source reply with an 'Approve' response?
Did the funding source re...

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Funding Variation 2
Create a Funding Change...

 

Approve or Reject Funding Variations
Approve or Reject Funding...
END
END
Create a Funding Variation:

To automatically populate a payment application with the approved Commitment Variation amounts included on a Funding Variation, always create variations before payment applications.
2 Create a Funding Variation:...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

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

 

Email a Potential Variation for a Funding
Email a Potential Chan...
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED

 

LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner
Owner
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

back to top

3-Tier Funding Variations

 

 

START
START
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 contractors 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 the change in scope with the original funding?
Is the change in scope wi...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Variation for a Funding
Create a Potential Cha...

 

Create a Variation Request for a Funding
Create a Variation...
Add 'Approved' VRs to FCO
Add 'Approved' VRs to FCO
Did the funding source reply with an 'Approve' response?
Did the funding source re...

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Funding Variation 2
Create a Funding Chang...

 

 

Approve or Reject Funding Variations
Approve or Reject Fund...
END
END

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...
Create a Funding Variation:

To automatically populate a funding payment application with the approved Commitment Variation amounts included on a Funding Variation, always create the variations before the payment application.
2 Create a Funding Variation:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
LEGEND
LEGEND
Contractor (Collaborator)
Contractor (Collaborator)
Funding Source (Collaborator)
Funding Source (Collaborator)
Optional Step
Optional Step
Owner
Owner
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Funding Tool
Funding Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

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Client Contracts 

1-Tier | 2-Tier | 3-Tier

1-Tier Client Contract Variations

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

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

 

END
END
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
Create a Client Contract Variation:

To automatically populate a MC/Client payment application with the approved Commitment Variation amounts included on a Client Contract Variation, always create the variations before the payment application. 
2 Create a Client Contract Variation:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

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

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Client Contract Variation 2
Create a Client Contra...
Approve or Reject Client Contract Variations
Approve or Reject Clie...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
MC/Client (Collaborator)
MC/Client (Collaborator)
Optional Step
Optional Step
Speciality Contractor
Speciality Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Variations Tool
Variations Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

back to top

2-Tier Client Contract Variations

 

 

START
START
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 subcontractors so they can enter their own quotes?
Do you want to grant access pe...

 

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 Behal...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Variation for a Client Contract
Create a Potential Change...
Add PVs to MCV
Add PVs to MCV
Did the owner reply with an 'Approve' response?
Did the owner reply with...

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Client Contract Variation 2
Create a Client Contract...

 

Approve or Reject Client Contract Variations
Approve or Reject Client...
END
END
Create a Client Contract Variation:

To automatically populate a MC/Client payment application with the approved Commitment Variation amounts included on a Client Contract Variation, always create the variations before the payment application. 
2 Create a Client Contract Variation:...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

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

 

Email a Potential Variation for a Client Contract
Email a Potential Chan...
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED

 

 

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
MC/Client (Collaborator)
MC/Client (Collaborator)
Optional Step
Optional Step
Speciality Contractor
Speciality Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Variations Tool
Variations Tool

back to top

3-Tier Client Contract Variations

 

START
START
Create an RFQ?
Create an RFQ?
Do you want to grant access permissions to subcontractors to submit their own quotes?
Do you want to grant access...
Is change in scope with the original contract?
Is change in scope with t...

 

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

 

END
END
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
Create a Client Contract Variation:

To automatically populate a MC/Client payment application with the approved Commitment Variation amounts included on a Client Contract Variation, always create the variations before the payment application. 
2 Create a Client Contract Variation:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ...

 

Create a Commitment Variation from a Change Event
Create a Commitment Ch...

 

Create RFQs from a Change Event
Create RFQs from a Ch...

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Beh...

 

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

 

Review RFQ Responses
Review RFQ Responses

 

Approve or Reject Commitment Variations
Approve or Reject Comm...

 

Create a Client Contract Variation 2
Create a Client Contra...
Approve or Reject Client Contract Variations
Approve or Reject Clie...
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
MC/Client (Collaborator)
MC/Client (Collaborator)
Optional Step
Optional Step
Speciality Contractor
Speciality Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Client Contracts Tool
Client Contracts Tool
Variations Tool
Variations Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...
 

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