Consideraciones

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, you need one of the following:

      • Admin' level permissions on the Company Workflows tool.

      • '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.

Herramienta Empresa

Elementos de flujo de trabajo

Notas

Pagos

Pago

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.

 Nota

Los usuarios también pueden crear y gestionar plantillas de flujo de trabajo personalizadas para elementos en una herramienta de nivel de proyecto. Procore guarda estas plantillas en el nivel de proyecto, lo que las diferencia de las plantillas de flujo de trabajo de nivel de empresa. Para habilitar esta función, consulte Habilitar plantillas de flujo de trabajo de nivel de proyecto.

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

  • Commitment Potential Change Order





Multi-tier workflows are not supported in 360 Reporting.

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

  • Prime Contract Potential Change Order





Multi-tier workflows are not supported in 360 Reporting.

Key Features
Añadir un flujo de trabajo