Considerations

Important points to keep in mind before building workflows for your team.

Things to Consider

  • Required User Permissions:

    • To view, create, or edit a workflow template:* 'Admin' level permissions on the Company Workflows tool.
      OR* 'Read Only' or 'Standard' level permissions on the Company Workflows tool with the 'View Workflow Templates' and 'Create and Edit Workflow Templates' granular permissions enabled on your permissions template.

Additional Information

  • You cannot delete the first step in a workflow template. However, you can modify it.

  • You can only assign one (1) default workflow per tool on each Procore project.

  • A 'Workflows - Financial Management' template is available for 360 Reporting only when your Procore company, project, and user settings are configured to use the English language. For details, see What languages are available in Procore?

Supported Tools

Procore's Workflows tool works with these Procore tools.

Company Level Tools

Users can create and manage workflows for these Company level tools. For instructions, see Create a Workflow Template.

Company Tool

Workflow Item(s)

Notes

Payments

Payment

Project Level Tools

Users can create and manage workflow templates for these Procore tools in the Company level Workflows tool. To learn how, see Create a Workflow Template.

Note icon Note

Users can also create and manage custom workflow templates for items in a project-level tool. Procore saves these templates at the project level, making them distinct from your company-level workflow templates. To enable this feature, see Enable Project Level Workflow Templates.

Project Tool

Workflow Item(s)

Notes

Budget

Budget Change

Commitments

Subcontract

Purchase Order

Commitment Change Order - Single Tier

Commitment Change Order - Two or Three Tier

Multi-tier workflows are not supported in 360 Reporting.

Commitment Potential Change Order

Correspondence/Custom Tools

Correspondence/Custom Tools Type

This tool requires users to select a specific Correspondence/Custom Tools Type from a drop-down list when adding a workflow template.

Document Management

Document

This Document Management tool is only available in select regions and is visible as a selection in the Tool menu of the Workflow Builder when enabled in your company's Procore account.

Invoicing

Subcontractor Invoice

Prime Contracts

Owner Invoice

Prime Contract

Prime Contract Change Order - Single Tier

Prime Contract Change Order - Two or Three Tier

Multi-tier workflows are not supported in 360 Reporting.

Prime Contract Potential Change Order

Key Features
Add a Workflow