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Procore (en-GB)

Workflows

Interactive Workflow Diagrams

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Create a Record for a Payment Received
Create a Record for a...


END
END



Configure Settings: Client Contracts
Configure Settings: Cl...


START
START


Create Client Contracts
Create Client Contract...


Edit the Advanced Settings on a Client Contract
Edit the Advanced Sett...


Add Line Items to the BOQ
Add Line Items to the...


Create the BOQ from the Project's Budget
Create the BOQ from th...


Import the BOQ from a CSV File
Import the BOQ from a...
Update the Bill of Quantities on a Client Contract
Update the Bill of Quantities on a Client Contract


Email a Client Contract
Email a Client Contrac...


Create a MC/Client Payment application
Create a MC/Client Inv...


Email a MC/Client Payment application
Email a MC/Client Invo...
Approve a Client Contract
Approve a Client Contr...


Create a Client Contract Variation
Create a Client Contra...
Variation
Variation
Payment Application
Payment Application
Create a variation or a payment application?
Create a variation or a payment application?
Have you received payment from the MC/Client?
Have you received payment from the G...


Approve or Reject Client Contract Variations
Approve or Reject Clie...
LEGEND
LEGEND
Project Manager/Speciality Contractor
Project Manager/Speciality Contractor
Main Contractor/Client
Main Contractor/Client
Client Contracts 'Admin'
Client Contracts 'Adm...
Client Contracts Tool
Client Contracts Tool
Variations Tool
Variations Tool
Resend payment application?
Resend payment application?
Optional
Optional