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Procore

View workflow step assignees and duration for main contracts

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Background

Procore displays workflow assignee and duration details directly within list views across Financial Management tools, including main contracts. These additions surface data from the Workflows API and are included in CSV exports for reporting.

Things to Consider

  • The new columns replace previous naming conventions:

    • Workflow step assignee(s): formerly known as "Ball in Court".

    • Workflow step duration: Formerly known as "Ball in Court duration".

  • Column configurations applied in the list view are saved per user.

  • Data in both columns are included when exporting data to a CSV report.

Prerequisites

  • 'Read Only' level permissions or higher on the project's main contracts.

Steps

  1. Navigate to the Project level main contracts tool.

  2. Click the table setting Icon Ag Grid Table Filter Menu icon.

  3. Choose between Small, Medium (default) or Large row spacing.

  4. Move the toggles Icon Toggle On ON or Icon Toggle Off OFF to configure columns. The table settings pane on the main contracts tab lets you custom how contract data is displayed. The following columns display in your list view:

    1. Number (Contract number)

    2. Owner/client

    3. Title

    4. Contract Company

    5. Status

    6. Executed

    7. Contract currency

    8. SBOQ Status

    9. Workflow

    10. Workflow step assignee(s)

    11. Workflow step duration

    12. Original Contract Amount

    13. Approved Variations

    14. Revised Contract Amount

    15. Pending Variations

    16. Draft Variations

    17. Issued

    18. Payments Issued

    19. % Paid

    20. Remaining balance outstanding

    21. Signatures Required

    22. Private

    23. Attachments

  5. Optional: Drag and drop the column headers to rearrange their order in the table.

See Also