Workflows Last updated Save as PDF Interactive Workflow Diagram Click one of the boxes below to view the related tutorial. 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 2 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... back to top 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 2 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... back to top 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... 2 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... back to top Funding 1-Tier | 2-Tier | 3-Tier 1-Tier Funding Variations Limited Release The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 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 2 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... back to top 2-Tier Funding Variations Limited Release The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 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 2 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 Limited Release The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 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... 2 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... back to top Client Contracts 1-Tier | 2-Tier | 3-Tier 1-Tier Client Contract Variations Limited Release The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 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 2 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 Limited Release The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 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 2 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 Limited Release The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 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 2 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