Considerations
Discover the new Workflows tool, which connects with various Procore tools and offers customizable automation and detailed permissions. Before starting your team's transition to the new Workflows experience, take note of the potential feature differences and tool-specific behaviors.
Workflows Overview
Workflows connect with tools like Commitments (purchase orders, subcontracts, and subcontractor invoices), Prime Contracts, and Change Orders (1-Tier change orders). For a complete list, see Which Procore tools support Workflows?
Enables custom automated workflow templates.
Feature Parity
The new Workflows tool unlocks valuable new capabilities not available in Legacy Workflows, allowing your team to directly benefit from these advancements. While not a perfect match in every feature compared to legacy, the new tool's self-serve approach significantly reduces the delays associated with the old request process, putting your company in direct control of its workflows.
Key Benefits
Granular Permissions: Manage user access and roles with greater precision and gain enhanced flexibility and control over your workflows through detailed permissions, a step up from Legacy Workflows.
Administrator Access: Tool Administrators automatically gain full access to all detailed permissions within Workflows. If this default level of access doesn't align with your organization's protocols, please carefully consider your upgrade strategy.