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Procore (en-GB)

Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.

Project Level


Tendering

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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

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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
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
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...
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
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
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...
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
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
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...