Skip to main content
Procore (en-GB)

Workflows

Interactive Workflow Diagrams

Click a box below to view the related tutorial.


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


END
END



Configure Settings: Main Contracts
Configure Settings: Pr...


START
START


Create Main Contracts
Create Main Contracts


Edit the Advanced Settings on a Main 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 Main Contract
Update the Bill of Quantities on a Main Contract


Email a Main Contract
Email a Main Contract


Create an Owner Payment application
Create an Owner Invoic...


Email an Owner Payment application
Email an Owner Payment Application
Approve a Main Contract
Approve a Main Contra...


Create a Main Contract Variation
Create a Main Contrac...
Variation
Variation
Payment Application
Payment Application
Create a variation or a payment application?
Create a variation or a payment application?
Have you received payment for the owner payment application?
Have you received payment for the ow...


Approve or Reject Main Contract Variations
Approve or Reject Prim...
LEGEND
LEGEND
Project Manager/Main Contractor
Project Manager/Main Contractor
Owner
Owner
Main Contracts 'Admin'
Main Contracts 'Admi...
Main Contracts Tool
Main Contracts Tool
Variations Tool
Variations Tool
Resend payment application?
Resend payment application?
Optional
Optional