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Interactive Workflow Diagrams

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Select a tool to view its interactive workflow diagram.

Company Level Tools
Project Level Tools

Company Level

Admin (Company Level)


START
START
Do you want to customize Procore's default company level WBS?
Do you want to customize Procore's default com...
Do you want to edit or delete any segment items before proceeding?
Do you want to edit or delete any segm...


Add Segments to the Company Budget Code Structure
Add Segments to the Company...


Import Segment Items with Procore Imports 2
Import Segment Items...


Add Custom Segments
Add Custom Segments


Add Segment Items
Add Segment Items
Choose from these options
Choose from these options


Edit Segment Items
Edit Segment Items


Edit Custom Segment Settings
Edit Custom Segment S...


Delete Custom Segments
Delete Custom Segments
Choose from these options
Choose from these options
Do you want to add custom segment items to the default segments?
Do you want to add custom segment items...
Do you want to verify your cost code/cost type settings?
Do you want to verify your cost code/cost...


View Company Cost Code Segment Settings
View Company Cost Cod...


View Company Cost Type Segment Settings
View Company Cost Typ...
Choose from these options
Choose from these options


END
END


END
END
Do you want to add custom segments to your company level WBS?
Do you want to add custom segments to your com...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Admin
1
1
You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.
You cannot remove the default segments...
Procore Imports
Procore Imports
Company Admin Tool
Company Admin Tool
Do you want to change the segment order of your company budget code structure?
Do you want to change the segment order of your comp...


Arrange the Company Budget Code Structure
Arrange the Company B...
Cost Codes
Cost Codes
Cost Types
Cost Types
Do you want to customize your cost codes and/or cost types?
Do you want to customize your cost codes a...


Add Company Cost Codes
Add Company Cost Code...


Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
2
2
In WBS, cost codes and cost types are imported as segment items in Procore's default 'Cost Code' and 'Cost Type' segment.
In WBS, cost codes and cost types are impor...


Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options


Add Company Cost Types
Add Company Cost Type...

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Directory (Company Level)

or
or


Manage Project Permissions Templates
Manage Project Permis...
Do you want to use Procore Imports to add users and companies to your Company level Directory?
Do you want to use Procore Impo...


Add a Company to the Company Directory
Add a Company to the...


Add a Distribution Group to the Company Directory
Add a Distribution Gr...


Add Insurance to a Company in the Company Directory
Add Insurance to a Co...


Set Tenderer Information at the Company Level
Set Tenderer Informatio...


Designate an Insurance Manager for Your Procore Company
Designate an Insuranc...


Add a User Account to the Company Directory
Add a User Account to...


Invite a Batch of Procore Users to Join a Company's Procore Account
Invite a Batch of Pro...


Download the Company or User Import Template
Download the Company...


Update the Company or User Import Template
Update the Company or...


Send a Completed Company or User Import Template to Procore
Send a Completed Comp...
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...


Manage Company Permissions Templates
Manage Company Permis...


Download the Procore Imports Application
Download the Procore...


Prepare Users and Vendors for Import
Prepare Users and Ven...


Import Users and Vendors into your Company Level Directory Tool
Import Users and Vend...


START
START


END
END
LEGEND
LEGEND
Outside Directory tool
Outside Directory tool
Optional Step
Optional Step

​ Back to Top

Prequalification Portal


View a Prequalification Form
View a Prequalification...


Edit a
Prequalification Form
Edit a...


Submit a Prequalification Form
Submit a Prequalificatio...


Respond to a Variation Request for your Prequalification Form
Respond to a Change Requ...


Did you receive a 'Variation Requested' email?
Did you receive a 'Change Re...
START
START
END
END
No further action needed
No further ac...

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Timesheets (Company Level)


Create a Timesheet
Create a Timesheet
LEGEND
LEGEND
Optional Step
Optional Step
Company Timesheets
Company Timesheets


View a Timecard Entry
View a Timecard Entry


Edit a Timecard Entry
Edit a Timecard Entry
Project Timesheets
Project Timesheets


START
START


Delete a Timecard Entry
Delete a Timecard Entr...


Perform Bulk Approval Actions
Perform Bulk Approval...


Mark a Timecard Entry as Completed
Mark a Timecard Entry...


END
END
Editing Functions
Editing Functions
Approval Functions
Approval Functions


Reallocate Time to New Timecards
Reallocate Time to New...

 



Export a Timer List 
as an IIF File from
QuickBooks® Desktop
Export a Timer List...
TIME ENTRIES
IMPORTED
TIME ENTRIES...
IIF STRUCTURE
IMPORTED
IIF STRUCTURE...



START
START
LEGEND
LEGEND
'Admin' on Timesheets
'Admin' on Timesheets
QuickBooks® Desktop Administrator*
*Must be in Single-use mode
QuickBooks® Desktop Administrator*...
Do you want to export the time data collected in Procore and use it to process payroll in QuickBooks® Desktop? 
Do you want to export the time data coll...


END
END
Configure the Company Timesheets Payroll Settings
Configure the Company...
TIME ENTRIES
EXPORTED
TIME ENTRIES...

Import Procore Time Entries to 
QuickBooks® Desktop
Import Procore Time En...
IIF STRUCTURE
EXPORTED
IIF STRUCTURE...
Have you collected all of the time entries that you want to transfer from Procore to QuickBooks® Desktop?
Have you collected all of the time en...
PROCORE TIME ENTRIES
PROCORE TIME ENTRIES
Do the 'employee names' and 'compensation' items in QuickBooks® Desktop exactly match the names and time 'Types' in Procore?
Do the 'employee names' and 'compensation' items...


Import Procore Time Entries to QuickBooks® Desktop
Import Procore Time Ent...
Export Time Entries from Procore to Import to QuickBooks® Desktop
Export Time Entries from...

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Project Level

Admin (Project Level)


Choose any option(s)
Choose any option(s)


END
END


START
START
Do you want to copy the WBS from another Procore project?
Do you want to copy the WBS from anothe...


Copy the project template's WBS
Copy the project template's WBS
Configure a Project Template 1
Configure a Project Templ...
Do you want to customize this WBS for your new project?
Do you want to customize this WBS for y...


END
END


Apply your company's default WBS
Apply your company's default WBS
Create Your Project's Work Breakdown Structure
Create Your Project's Wor...
What do you want to customize?
What do you want to customize?


Sub Jobs
Sub Jobs


Edit Sub Jobs on a Project
Edit Sub Jobs on a Pr...


Enable Sub Jobs
Enable Sub Jobs


Add Sub Jobs to a Project
Add Sub Jobs to a Pro...
Delete Sub Jobs from a Project
Delete Sub Jobs from...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio


Budget Code Structure
Budget Code Structure


Copy Company Segments to a Project
Copy Company Segments...


Remove Segments from a Project's Budget Code Structure
Remove Segments from a P...


Add Segments to the Project Budget Code Structure
Add Segments to the P...


Segment Items
Segment Items


Edit Segment Items on a Project
Edit Segment Items on...


Delete Unused Segment Items from a Project
Delete Unused Segment...


Copy Company Cost Codes to a Project
Copy Company Cost Cod...


Add Segment Items to a Project
Add Segment Items to...
Project Admin
Project Admin
1
1
You can also perform this task with 'Admin' level permissions on the Company level Portfolio tool
You can also perform this task...


Create a New Project
Create a New Project
Continued from the 'Create Your Company's Work Breakdown Structure' workflow
Continued from the 'Create Your Co...

​ Back to Top

Tendering

 

 

 
Configure Advanced Settings: Tendering
Configure Advanced Set...

 
Upload Tender Documents
Upload Tender Documents

 
Create a Tender Package
Create a Tender Package

 
Add Vendors to Company Directory
Add Vendors to Company...

 
Search for and Invite Tenderers
Search for and Invite...

 
Add New Companies and Contacts*
Add New Companies and...

 
Respond to Pre-Tender Questions
Respond to Pre-tender Qu...

 
Send Correspondences
Send Correspondences

 
Update Tender Documents
Update Tender Documents

 
Re-Invite Users to Tender
Re-Invite Users to Bi...

 
Review Submitted Tender
Review Submitted Tender
Awarded Project?
Awarded Project?

 
Approve and Sign a Commitment Contract
Approve and Sign a Co...

 
Submit Pre-tender Question
Submit Pre-tender Questi...

 
Indicate your Intention to Tender
Indicate your Intenti...

 
Download Tender Documents
Download Tender Document...

 
View Tender Package
View Tender Package

 
Receive Tender Invitation Email?
Receive Tender Invitatio...

 
Submit a Tender
Submit a Tender

 
Update a Submitted Tender
Update a Submitted Bi...

 
Check Status of Tender
Check Status of Tender

 
Awarded Tender?
Awarded Tender?
LEGEND
LEGEND
Tender Manager
Tender Manager
Tenderer
Tenderer
Procore Admin
Procore Admin
*Need to have Directory Admin permissions
*Need to have Directory...
Outside Tendering tool
Outside Tendering tool

 
Award Winning Tender and Convert to Subcontract
Award Winning Tender and...

 
Award Winning Tender and Convert to Purchase Order
Award Winning Tender and...

 
END
END
START
START

Back to Top

Budget

Set Up and Manage a Budget


START
START


END
END


Set Up a Budget in a New Procore Project
Set Up a Budget in a...
Choose from these options
Choose from these options




Create a Budget Modification
Create a Budget Modi...
Add a Partial Budget Line Item
Add a Partial Budget...
Delete a Budget Line Item
Delete a Budget Line...
Do you want to add or import your budget line items?
Do you want to add or import your budget line...


Import a Budget
Import a Budget
Import
Import


Add
Add
Add a Budget Line Item
Add a Budget Line Item
Do you want to make any final edits before locking the project's original budget?
Do you want to make any final edits before loc...


Lock a Budget
Lock a Budget
Choose from these options
Choose from these options




Add a Budget Line Item
Add a Budget Line Ite...
Delete a Budget Line Item
Delete a Budget Line...
Use the Forecast to Complete Feature
Use the Forecast to C...


Create a Budget Snapshot 1
Create a Budget Snaps...
Any final changes to your original budget?
Any final changes to your orig...


Unlock a Budget
Unlock a Budget
Update the Budget
Update the Budget
How do you want to update the project's current budget?
How do you want to update the project'...
Original Budget
Original Budget
Do you want to create the main contract's BOQ from the project budget?
Do you want to create the pr...
Choose from these options
Choose from these options



View Budget Reports
View Budget Reports
Create Custom Budget Reports
Create Custom Budget...


END
END
Run reports?
Run reports?
With Variations
With Variations
Do you need to change a commitment contract or a main contract?
Do you need to change a commitment contract...
LEGEND
LEGEND
Optional Step
Optional Step
Project Manager
Project Manager
1 Procore recommends always taking a snapshot after locking your project's original budget. 
1 Procore recommends always taking...
Continue to the 'Main Contract' workflow
Continue to the 'MainContrac...
Continue to the 'Commitment Variation Tiers' workflow
Continue to the 'Commitment Ch...workflow#Commitment_Change_Order_Tiers
Continue to the 'Main Contract Variation Tiers' workflow
Continue to the 'MainCont...

Add a Budget View for Real-Time Labour Costing


START
START


Set Up a Budget View for Real-Time Labour Productivity
Set Up a Budget View...


END
END
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labour' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labour' as the 'Defau...
Optional Step
Optional Step
Supervisor/Site manager
Supervisor/Site manager
Laborer
Laborer
2Include one or more line items with the unit-based fields set to hours
2Include one or more line ite...


Do you want to use the
Real-Time Labour Productivity budget view on your project?
Do you want to use the...


Configure Settings: Timesheets1
Configure Settings: T...


Add a
Budget Line Item2
Add a...


How do you want to create the project's budget line items?
How do you want to create the pr...


Import a Budget2
Import a Budget2


View a Budget
View a Budget


Laborer Timecard entry?
Laborer Timecard...


Create a
Timecard Entry
Create a...


Create a
Timesheet
Create a...
TIMECARD
TIMECARD
TIMESHEETS
TIMESHEETS


Approve a
Timesheet
Approve a...


Create a Timesheet (Android)
Create a Timesheet (A...


Create a Timesheet (iOS)
Create a Timesheet (i...


What tool are you using in the Procore web application?
What tool are you usi...


Sign a Timesheet (Android)
Sign a Timesheet (And...


Sign a Timesheet (iOS)
Sign a Timesheet (iOS...


What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet Hours...
'APPROVED' STATUS
'APPROVED' STATUS
'PENDING' STATUS
'PENDING' STATUS
LINE ITEM UPDATED
LINE ITEM UPDATED


Are you entering time using Procore for Android or iOS?
Are you entering time...
ANDROID
ANDROID
iOS
iOS

Set Up a 'Procore Labour Productivity Cost' Budget View




Do you want to enter installed production quantities using Procore's Field Productivity tools?
Do you want to enter installed p...






Import Installed Production Quantities
Import Installed Prod...



START
START


Enable the Labour Productivity Cost Features for Project Financials
Enable the Labour Prod...
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Timesheets
Admin on Timesheets
Project Manager
Project Manager
1Choose 'Labour' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'
1Choose 'Labour' as the 'Defau...
Optional Step
Optional Step
Supervisor/Site manager
Supervisor/Site manager
Laborer
Laborer
2 Clients using the Admin tool's 'Unit Quantity Based Budget' option and the Timesheets tool can import budgeted production quantities in the Admin tool.
2 Clients using the Admin too...


Do you want to use the
'Procore Labour Productivity Cost' budget view on your project?
Do you want to use the...


Laborer Timecard entry?
Laborer Timecard...


Create a
Timecard Entry
Create a...
Create a
Timesheet
Create a...
TIMECARD
TIMECARD
TIMESHEETS
TIMESHEETS


Approve a
Timesheet
Approve a...


Create a Timesheet (Android)
Create a Timesheet (A...


Create a Timesheet (iOS)
Create a Timesheet (iO...


What tool are you using in the Procore web application?
What tool are you usi...


Sign a Timesheet (Android)
Sign a Timesheet (And...


Sign a Timesheet (iOS)
Sign a Timesheet (iOS...
What is the "Timesheet Hours" Column Setting on the Budget View?
What is the "Timesheet Ho...


Are you entering time and installed production quantities using Procore for Android or iOS?
Are you entering time and installed...
ANDROID
ANDROID
iOS
iOS
'PENDING' STATUS
'PENDING' STATUS
Add Budget Line Items
Add Budget Line Items


Set Up the 'Procore Labour Productivity Cost' Budget View
Set Up the 'Procore L...


Import a Budget
Import a Budget


Update the Budgeted Quantities Worksheet2
Update the Budgeted Qu...


Add Budgeted Production Quantities
Add Budgeted Production...
Procore Labour Productivity Cost View
Procore Labour Product...


END
END
Add Quantities to a Timesheet
Add Quantities to a T...
'APPROVED' STATUS
'APPROVED' STATUS


Add Quantities to a Timesheet (Android)
Add Quantities to a T...
Add Quantities to a Timesheet (iOS)
Add Quantities to a T...
Configure Settings: Timesheets1
Configure Settings: T...
FIELD
PRODUCTIVITY
FIELD...
PROJECT
FINANCIALS
PROJECT...
HOW TO VIEW PRODUCTION QUANTITIES
HOW TO VIEW PRODUCTION QUANTITIES


How do you want to add budget line items and budgeted production quantities?
How do you want to add budg...
Import Budgeted Production Quantities
Import Budgeted Produ...
Production Quantity Report
Production Quantity R...
IMPORT DATA
IMPORT DATA
ENTER DATA
ENTER DATA

Back to Top

Change Events

Client Contracts

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
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...
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
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
3-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 per...

 
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 Client Contract
Create a Potential Change...

 
Create a Variation Request for a Client Contract
Create a Variation R...
Add 'Approved' VRs to CCCO
Add 'Approved' VRs to CCCO
Did the MC/Client reply with an 'Approve' response?
Did the MC/Client reply with a...

 
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...
END
END

 
Create a Commitment Variation from a Change Event
Create a Commitment Ch...
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 t...
APPROVED VARIATION ISSUED
APPROVED VARIATION ISSUED
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...

Funding: Variation Tiers

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
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...
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
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...
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...
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...

Main Contracts: Variation Tiers

1-Tier Main 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
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...
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...
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

Variations

Client Contracts Tool



How many variation tiers are configured on the project's Client Contracts Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


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


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


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


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


Create a Variation Request for a Client Contract
Create a Variation Re...


Create a Client Contract Variation
Create a Client Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Client Contracts Tool
Client Contracts Tool

Commitments Tool



How many variation tiers are configured on the project's Commitments Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Commitment Potential Variation
Create a Commitment Potent...


Create a Commitment Variation
Create a Commitment Vari...


Create a Commitment Potential Variation
Create a Commitment Potent...


Create a Commitment Variation
Create a Commitment Vari...


Create a Variation Request for a Commitment
Create a Variation Re...


Create a Commitment Variation
Create a Commitment Vari...
LEGEND
LEGEND
Project Manager
Project Manager
Commitments Tool
Commitments Tool

Funding Tool 



How many variation tiers are configured on the project's Funding Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Variation for a Funding
Create a Potential Change...


Create a Funding Variation
Create a Funding Change...


Create a Potential Variation for a Funding
Create a Potential Change...


Create a Funding Variation
Create a Funding Change...


Create a Variation Request for a Funding
Create a Variation Re...


Create a Funding Variation
Create a Funding Change...
LEGEND
LEGEND
Project Manager
Project Manager
Funding Tool
Funding Tool

Main Contracts Tool



How many variation tiers are configured on the project's Main Contracts Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


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


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


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


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


Create a Variation Request for a Main Contract
Create a Variation Re...


Create a Main Contract Variation
Create a Main Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Main Contracts Tool
Main Contracts Tool

Back to Top

Client Contracts


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

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Commitments

Create a Purchase Order or Subcontract 

 

 
Configure Settings: Commitments
Configure Settings: Co...
START
START

 
Complete a Commitment with DocuSign©
Complete a Commitment...

 

 
Edit the Advanced Settings Tab on a Commitment
Edit the Advanced Sett...

 
Add a Subcontractor Bill of Quantities to a Commitment
Add a Subcontractor Sc...

 
Create a Subcontract
Create a Subcontract
Create a Purchase Order
Create a Purchase Orde...

 
Send a Commitment to ERP Integrations for Accounting Acceptance
Send a Commitment to E...
LEGEND
LEGEND
Main Contractor
Main Contractor
Subcontractor
Subcontractor
Requires an Integration
Requires an Integration
Purchase Order
Purchase Order
Subcontract
Subcontract
Do you want to create a purchase order or a subcontract?
Do you want to create a purchase o...
Email
Email
DocuSign ©
DocuSign ©
How do you want to collect signatures on the contract?
How do you want to collect signatures...

 
Email a Commitment
Email a Commitment

 
Approve and Sign a Subcontract
Approve and Sign a Su...
Are you syncing commitments with the ERP Integrations tool?
Are you syncing commitments wi...
Payment Applications
Payment Applications

 
END
END
Variations
Variations
Are you ready to create variations or payment applications? 
Are you ready to create change...
Continue to the 'Commitment Variation Tiers' workflow
Continue to the 'Commitment Ch...
Continue to the 'Subcontractor Payment applications' workflow
Continue to the 'Subcontractor...

Contractor Payment applications

Workflow not yet available.

Subcontractor Payment Applications

 

 
Accept or Decline an 'Invite to Bill' as a Payment Application Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 
START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 
Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PAYMENT applications
PAYMENT applications
Add an 'Invoice Contact' with the Commitments or Payment applications tool?
Add an 'Invoice Contact' with the Co...

 
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new payment application?
Who will create the new payment application?
Optional Step
Optional Step
LEGEND
LEGEND
Payment application Administrator (an internal user)
Payment application Administrato...
Payment application Contact
(an external collaborator)
Payment application Contact...
Commitments
Commitments
Payment Applications
Payment Applications

 
Create a New Payment application on Behalf of the Payment application Contact
Create a New Payment application o...

 
END
END

 
Send an 'Invite to Bill' to a Payment Application Contact
Send an 'Invite to...

 
Revise and Resubmit a Payment Application as a Payment Application Contact
Revise and Resubmit an...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the payment application contact want to submit a payment application for the current billing period?
Does the payment application contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Payment application Administrator reject any line items on the payment application?
Did the Payment application Administrator...

 
END
END
DECLINED
DECLINED
 
General Availability
Submit a New Payment application as a Payment Application Contact
General Availability...
Review a Payment Application as a Payment Application Administrator
Review a Payment Application as an I...
Are you using one of the supported ERP Integrations to sync payment applications? 
Are you using one of the suppo...
DRAFT
DRAFT

 
 
 
Limited Release
Submit a New Payment application as a Payment Application Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflow
Continue to the 'Export Approv...

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Co-ordination Issues

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Site Diary

Site Diary Workflow

Collaborator Site Diary Workflow

START
START
END
END


Add Site Diary Entries
Add Site Diary Entries


Grant Collaborators Granular Permissions
Grant Collaborators Gran...


Approve Collaborator Submitted Site Diary Entries
Approve Collaborator Subm...
LEGEND
LEGEND
Procore Admin
Procore Admin
Admin on Site Diary
Admin on Site Diary
Collaborator
Collaborator


Edit Site Diary Entries
Edit Site Diary Entries

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Documents (Project Level)

START
START


LEGEND
LEGEND
Optional Step
Optional Step
Do you need to manage documents?
Do you need to manage...


Select a File or Folder
Select a File or Folder


Select a File or Folder
Select a File or Folder
Do you already have a standard folder structure in a project template?
Do you already have a standard f...
Do you need to upload documents?
Do you need to upload documents?
Are you starting a new project?
Are you starting a new project?


Add a New Project Using a Project Template
Add a New Project Using a P...


Copy Folder Structure from Another Project
Copy Folder Structure from...


Create New Folders
Create New Folders


Upload Files
and Folders
Upload Files...


Manage Permissions
for Files and Folders
Manage Permissions...


Manage Tracking for
Files and Folders
Manage Tracking for...


Manage or Set
File Tags
Manage or Set...


Track a Folder or File
Track a Folder or File


Download Documents
Download Documents


Email Documents
Email Documents


Export Information
for Documents
Export Information...


View Documents
View Documents
Do you need to edit or add a new version of a file?
Do you need to edit or add a new...


Check Out a File
Check Out a File


Check In a File
Check In a File


Edit File
Edit File


Upload a New
Version of a File
Upload a New...


END
END

Back to Top

Forms



Create
Fillable Form*
Create...


Upload Form Template
Upload Form Template


Will you fill in the form on a mobile device or a computer?
Will you fill in the form on a...
START
START


Fill Out Form
(Computer)
Fill Out Form...


View
Completed Form
View...


END
END


Fill Out Form
(iOS)
Fill Out Form...


Fill Out Form
(Android)
Fill Out Form...
LEGEND
LEGEND
Procore Admin
Procore Admin
Responsible Party
Responsible Party
*This task is done outside of Procore
*This task is done outsi...
Outside Forms tool
Outside Forms tool
COMPUTER
COMPUTER
MOBILE
MOBILE

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Funding


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


END
END



Configure Settings: Funding
Configure Settings: Fu...


START
START


Create Fundings
Create Fundings


Edit the Advanced Settings on a Funding
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 Funding
Update the Bill of Quantities on a Funding


Email a Funding
Email a Funding


Create a Funding Payment application
Create a Funding Invoi...


Email a Funding Payment application
Email a Funding Invoic...
Approve a Funding
Approve a Funding


Create a Funding Variation
Create a Funding Chang...
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 funding source?
Have you received payment from the f...


Approve or Reject Funding Variations
Approve or Reject Fund...
LEGEND
LEGEND
Project Manger/Owner
Project Manger/Owner
Funding Source
Funding Source
Funding 'Admin'
Funding 'Admin'
Funding Tool
Funding Tool
Variations Tool
Variations Tool

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Incidents


Add an
Incident Record
Add an...


Create an Incident
Create an Incident


Add a Witness Statement
Add a Witness State...


Add an Action
Add an Action
Add an Injury/Illness Record
Add an Injury/Illness...
Add a Property Damage Record
Add a Property Damage...

Add an Environmental Record
Add an Environmental Rec...
Add a Near Miss Record
Add a Near Miss Record
Close an Incident
Close an Incident


Create an Observation from an Action
Create an Observati...
LEGEND
LEGEND
Optional Step
Optional Step
END
END
START
START

Back to Top

Inspections (Project Level)


Create a Company Level Inspection Template
Create a Company Leve...


Create a Project Level Inspection Template
Create a Project Leve...


Add Company Level Inspection Templates to Your Project
Add Company Level Ins...C


Create a Project Level Inspection
Create a Project Leve...


Perform an Inspection
Perform an Inspection


Create an Observation from an Inspection
Create an Observation...


Close an Inspection
Close an Inspection
LEGEND
LEGEND
Company Admin
Company Admin
Project Admin
Project Admin
Creator
Creator
Optional Step
Optional Step
Assignee
Assignee
START
START



END
END
Do you want to create or use a company level inspection template?
Do you want to create or...Text is not SVG - cannot display

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Payment applications

Contractor Payment applications

Subcontractor Payment Applications

 

 
Accept or Decline an 'Invite to Bill' as a Payment Application Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 
START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 
Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PAYMENT applications
PAYMENT applications
Add an 'Invoice Contact' with the Commitments or Payment applications tool?
Add an 'Invoice Contact' with the Co...

 
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new payment application?
Who will create the new payment application?
Optional Step
Optional Step
LEGEND
LEGEND
Payment application Administrator (an internal user)
Payment application Administrato...
Payment application Contact
(an external collaborator)
Payment application Contact...
Commitments
Commitments
Payment Applications
Payment Applications

 
Create a New Payment application on Behalf of the Payment application Contact
Create a New Payment application o...

 
END
END

 
Send an 'Invite to Bill' to a Payment Application Contact
Send an 'Invite to...

 
Revise and Resubmit
a Payment Application as a Payment Application Contact
Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the payment application contact want to submit a payment application for the current billing period?
Does the payment application contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Payment application Administrator reject any line items on the payment application?
Did the Payment application Administrator...

 
END
END
DECLINED
DECLINED
 
General Availability
Submit a New Payment application as a Payment Application Contact
General Availability...
Review a Payment Application as a Payment Application Administrator
Review a Payment Application as an...
Are you using one of the supported ERP Integrations to sync payment applications? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT

 
 
 
Limited Release
Submit a New Payment application as a Payment Application Contact
Limited Release...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflow
Continue to the 'Export Approv...

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Meetings


END
END
START
START



Create a Meeting
From a Template
Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step


Create a Meeting
Create a Meeting


Customise the Meeting Agenda
Customise the Meeting Ag...


Create the
 Meeting Agenda
Create the...


Add Meeting Categories
Add Meeting Categories


Distribute Meeting Agenda
Distribute Meeting Agend...


Add Meeting Items
Add Meeting Items


Review Meeting Categories
Review Meeting Categorie...


Review Meeting Items
Review Meeting Items


Convert Meeting
to Minutes Mode
Convert Meeting...


Distribute Meeting Minutes
Distribute Meeting Minut...


Create a Follow-Up Meeting
Create a Follow-Up Meeti...


Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...


Record Meeting Attendance
Record Meeting Attendanc...


Add Meeting Minutes
Add Meeting Minutes


Create Meeting Categories
Create Meeting Categorie...


Add Meeting Items
Add Meeting Items


Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...


Configure Settings: Meetings
Configure Settings: Meet...


View a Meeting
View a Meeting


Star Previous Minutes
Star Previous Minutes


Edit a Meeting
Edit a Meeting


Edit a Meeting Item
Edit a Meeting Item


Email a Meeting
Email a Meeting


Export a Meeting
Export a Meeting


Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin

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Observations

START
START
END
END



Add Observation Types
Add Observation Types


LEGEND
LEGEND
Optional Step
Optional Step


COMPANY OR PROJECT LEVEL
COMPANY OR PROJECT LEVEL


Reject Observations
Reject Observations
Approve and Close Observations
Approve and Close Observ...
Create and Assign Observations
Create and Assign Observa...
Review and Respond to Observations
Review and Respond to Obs...

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Photos


END
END
START
START


Do you need to edit or manage photos and albums?
Do you need to edit or manage ph...


View or Select Photos
View or Select Photos
How do you want to add photos?
How do you want to add photos?
Do you need to add or upload photos?
Do you need to add or upload photos?


Email Photos to the Photos Tool
Email Photos to the Photos...


Upload Photos
Upload Photos


Take and Add Photos (Procore Android App)
Take and Add Photos (Procor...


Change Privacy
Settings for Photos
Change Privacy...


Edit Photo Information
Edit Photo Information


Move Photos
Move Photos
From your computer 
From your computer 
From the jobsite
From the jobsite
As attachments from an email
As attachments from a...


View Photos
View Photos


Download Photos
Download Photos


Upload Photos Using Procore Drive
Upload Photos Using Procore...
In bulk from your Windows computer
In bulk from your Windows...


Take and Add Photos (Procore iOS App)
Take and Add Photos (Procor...


Email Photos
Email Photos


Export Photos
to a PDF
Export Photos...


Add a Comment
on a Photo
Add a Comment...


Search for and
Filter Photos
Search for and...


Star Photos
Star Photos


Select an Album
Select an Album


Set an Album Cover
Set an Album Cover


Rename an Album
Rename an Album


Delete a Photo Album
Delete a Photo Album


Create Photo Albums
Create Photo Albums


Configure Settings: Photos
Configure Settings: Phot...
Are you an 'Admin' user and are you setting
up the Photos tool for the first time?
Are you an 'Admin' user and are you setting...


Rotate Photos
Rotate Photos


Subscribe to Photos
Subscribe to Photos


Mention Someone in
a Photo Comment
Mention Someone in...


Reorder Photo Albums
Reorder Photo Albums


Delete Photos
Delete Photos


Change Privacy
Settings for an Album
Change Privacy...
LEGEND
LEGEND
Optional Step
Optional Step

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Main Contracts


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

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Progress Billings

Subcontractor Payment Applications



Accept or Decline an 'Invite to Bill' as a Payment Application Contact
Accept or Decline an '...
DRAFT
DRAFT





START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...


Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PROGRESS BILLINGS
PROGRESS BILLINGS
Which tool do you want to use?
Which tool do you want to use?


Add Payment application Contacts to a Purchase Order or Subcontract
Add Payment application Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new payment application?
Who will create the new payment application?
Optional Step
Optional Step
LEGEND
LEGEND
Payment application Administrator (an internal user)
Payment application Administrato...
Payment application Contact
(an external collaborator)
Payment application Contact...
Commitments
Commitments
Progress Billings
Progress Billings


BETA
Create a Subcontractor Payment application on Behalf of a Payment Application Contact
BETA...


END
END


Send an 'Invite to Bill' to a Payment Application Contact
Send an 'Invite to...


Revise and Resubmit
a Payment Application as a Payment Application Contact
Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the payment application contact want to submit a payment application for the current billing period?
Does the payment application contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED

Did the Payment application Administrator reject any line items on the payment application?
Did the Payment application Administrator...


END
END
DECLINED
DECLINED

Submit a New Payment application as a Payment Application Contact
Submit a New Payment application as...
BETA
Review a Subcontractor Payment application as an Admin
BETA...
Are you using one of the supported ERP Integrations to sync payment applications? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT




BETA
Submit a New Payment application as a Payment Application Contact
BETA...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflow
Continue to the 'Export Approv...

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RFIs

CLOSE
CLOSE
REVIEW AND REPLY
REVIEW AND REPLY
CREATE AND OPEN
CREATE AND OPEN


Create a Draft RFI
Create a Draft RFI


Create an Open RFI
Create an Open RFI


END
END
Do you have all the information you need to reply?
Do you have all the information...


Do you want to create a draft RFI or an open RFI?
Do you want to create a draft...
DRAFT
DRAFT
OPEN
OPEN


Review the RFI
Review the RFI
'OPEN'
Sent to Assignees
'OPEN'...
'DRAFT'
Send to RFI Manager to Approve
'DRAFT'...
'OPEN'
Sent to Assignees
'OPEN'...
Do you want to forward the RFI to another user to review before you respond?
Do you want to forward the RFI...


Reply to an RFI
Reply to an RFI


Forward an RFI
for Review
Forward an RFI...


Reply to an RFI
Reply to an RFI
Action required by (ARB)
Shifts to Forwardee
Action required by (ARB)...
Action required by (ARB)
Shifts to Assignee
Action required by (ARB...
Do you want to add other assignees to the RFI workflow to also respond?
Do you want to add other ass...


Add Assignees to an RFI as an Assignee on an RFI
Add Assignees to an RFI...
Assignees Added
Assignees Added


Choose an 'Official' Response for an RFI
Choose an 'Official' Res...
Action required by (ARB)
Shifts to RFI Manager
Action required by (ARB)...


Close an RFI
Close an RFI
LEGEND
LEGEND
RFI Manager
RFI Manager
RFI Creator
RFI Creator
RFI Assignee
RFI Assignee
RFI Forwardee
RFI Forwardee


START
START

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Programme (Project Level)


View a Project Programme via Procore Drive
View a Project Programme v...


Request a Programme Change
Request a Programme Change


Update a Project Programme 
Update a Project Programme...


View a Project Programme
View a Project Programme


Export a Project Programme
Export a Project Programme
LEGEND
LEGEND
Optional Step
Optional Step
Requester
Requester


START
START
Programme Manager
Programme Manager


END
END

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Submittals

 
START
START

 
END
END

 
Download the Procore Imports Application
Download the Procore...

 
Generate Submittals from Specifications (Submittal Builder)
Generate Submittals f...

 
Download the Submittals Import Template
Download the Submitta...

 
Update the Submittals Import Template
Update the Submittals...
Do you want to use Procore Imports to create submittals?
Do you want to use Pr...
or
or
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...
Do you want to use Submittal Builder to create submittals?
Do you want to use Su...

 
Prepare Submittals for Import
Prepare Submittals fo...

 
Import Submittals into your Project Level Submittals Tool
Import Submittals int...

 
Respond to a Submittal as an Approver
Respond to a Submitta...

 
Forward a Submittal for Review
Forward a Submittal f...

 
Create a Submittal
Create a Submittal

 
Edit a Submittal
Edit a Submittal

 
Upload and Submit a Submittal
Upload and Submit a S...

 
Respond to a Forwarded Submittal
Respond to a Forwarde...

 
Distribute a Submittal
Distribute a Submitta...

 
Close a Submittal
Close a Submittal

 
Create a Submittal Revision
Create a Submittal Re...
LEGEND
LEGEND
Submittal Manager
Submittal Manager
Submitter
Submitter
Outside Submittals tool
Outside Submittals tool
Optional Step
Optional Step
Approver
Approver
Reviewer
Reviewer

 
Send a Completed Submittals Import Template to Procore
Send a Completed Subm...

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Tasks


START
START


Add Task Categories
Add Task Categories


Add a New Task
Add a New Task


Add an Assignee and Send a Notification
Add an Assignee and Sen...


Review and
Close the Task
Review and...


END
END


Add Comment and/or Change the Tasks' Status
Add Comment and/or Cha...
LEGEND
LEGEND
Project Manager
Project Manager
Assignee
Assignee
Procore Admin
Procore Admin


Complete the Task
Complete the Task

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Timesheets (Project Level)

Project Level Timesheets



START
START
END
END


Configure Advanced Settings: Project Level Timesheets
Configure Advanced Set...


Add a Worker
Add a Worker


Create a Timesheet
Create a Timesheet


Copy Previous Timesheet
Copy Previous Timeshee...


Bulk Enter Time Entry
Bulk Enter Time Entry


View a Timesheet
View a Timesheet
Set Up a Labour Force
Set Up a Labour Force


Add a User Account to the Project Directory
Add a User Account to...


Add Quantities to a Timesheet 2
Add Quantities to a Ti...


Delete Quantities from a Timesheet 2
Delete Quantities from...


Delete a Timesheet
Delete a Timesheet


Add Employees to a Timesheet
Add Employees to a Tim...


Edit a Timesheet
Edit a Timesheet
Update a Timesheet
Update a Timesheet


Sign a Timesheet (Android)
Sign a Timesheet (Andr...


Approve a Timesheet
Approve a Timesheet
Manage Timesheets
Manage Timesheets
Reporting
Reporting


Sign a Timesheet (iOS)
Sign a Timesheet (iOS)


Import Budgeted Production Quantities 3
Import Budgeted Production...


View a Field Production Report
View a Field Producti...


Import Budgeted Hours 4
Import Budgeted Hours 4
1 Also requires 'Read Only' or higher on Crews tool
1 Also requires 'Read Only' or higher on Crews tool
LEGEND
LEGEND
Timesheets Admin (or 'Standard' user)
Timesheets Admin (or 'Standard' user)
Project Directory Admin
Project Directory Admin
Optional Step
Optional Step
Timesheets Admin
Timesheets Admin
Project Directory and Reports Admin
Project Directory and Reports Adm...
Timesheets and Reports User
Timesheets and Reports User
2 Complete steps in 'Import Budgeted Production Quantities' first
2 Complete steps in 'Import Budgeted Production Quantities' fi...
3 Required for Labour Productivity 'Production Quantity Report'
3 Required for Labour Productivity 'Production Quantity Report'
Crews Admin or User 
Crews Admin or User 


Add a Crew to a Timesheet 1
Add a Crew to a Timeshe...


Create a Crew
Create a Crew


Delete Budgeted Labour Hours and Budgeted Production Quantities
Delete Budgeted Labour...


View a Labour Budget to Actual Report
View a Labour Budget t...
4 Required for the 'Labour Budget to Actual' Report
4 Required for the 'Labour Budget to Actual' Report


Review a Timesheet
Review a Timesheet

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Daywork Sheets


Request a Signature on a Daywork Sheet
Request a Signature o...


Create a Daywork Sheet
Create a Daywork Sheet


START
START
Status updated to 'In Progress'
Status updated to...
Are you ready to collect signatures from the company and customer signees?
Are you ready to collect signatures fr...


Edit a Daywork Sheet
Edit a Daywork Sheet
Signature Requested
Signature Requested


Sign a Daywork Sheet 
Sign a Daywork Sheet 


Request a Signature on a Daywork Sheet
Request a Signature o...
Status Updated to
'Field Verified'
Status Updated to...


Sign a Daywork Sheet
Sign a Daywork Sheet
Signature Requested
Signature Requested
Status Updated to 'Ready for Review'
Status Updated to 'Ready for Review'
Send a copy of the signed sheet to your customer?
Send a copy of the signed...


Email a Daywork Sheet
Email a Daywork Sheet
Associate this sheet with a change event?
Associate this sheet wit...


Create a Change Event from a Daywork Sheet
Create a Change Event...
NEW
NEW
EXISTING
EXISTING
Associate sheet with a new change event or an existing change event?
Associate sheet with a n...


Add a Daywork Sheet to an Existing Change Event
Add a Daywork Sheet to a...
Export to PDF?
Export to PDF?
Status Updated to 'Closed'
Status Updated to 'Closed'


Close Daywork Sheet
Close Daywork Sheet


END
END


Reopen a Daywork Sheet
Reopen a Daywork Sheet
LEGEND
LEGEND
Optional Step
Optional Step
Available on Web
Available on Web
'Standard' level permissions or higher on Daywork Sheets
'Standard' level permissions or higher on Daywork T...
Company Signee
Company Signee
Customer Signee
Customer Signee
'Standard' level permissions or higher on Change Events and Daywork Sheets
'Standard' level permissions or higher on Change Events and Daywork T...
Available on Mobile
Available on Mobi...


Export a Daywork Sheet to PDF
Export a Daywork Sheet t...

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