Quels sont les différents types d’étapes dans un flux de travail ?

Fond

Dans Procore, un flux de travail est constitué d’une série d’étapes. Chaque étape définit une partie différente du processus métier menant à l’approbation d’un élément dans Procore. Il existe quatre (4) types d’étapes que vous pouvez créer dans un flux de travail personnalisé : Étape de réponse, Étape de fin (réussie), Étape de fin (infructueuse) et Étape de condition.

Réponse

Le tableau ci-dessous décrit les types d’étapes que vous pouvez créer dans un flux de travail personnalisé.

Type

Definition

Example

Response Step

  • A response step represents a single action or process within a custom workflow.

  • It is always used to define the initial step in a custom workflow.

  • You can define:

    • Responsible Group

    • Days to Complete (Business Days or Calendar Days)

    • Item Status

    • Send Emails to Assignee and Responsible Group(s)

    • Responses

  • A Project Manager has an action step to review a subcontractor invoice and provide a Return or Approve response.

End Step (Successful)

  • An End Step (Successful) indicates all steps in the workflow are complete.

  • It is used to define the final step in a custom workflow.

  • You can define:

    • Item Status

    • Send Emails to Assignee and [Responsible Group(s)]

  • A subcontractor invoice is Approved by a Project Manager and under $99,999

  • A subcontractor invoice is Approved by a Vice President and is under $999,999

  • A subcontractor invoice is Approved by an Executive.

End Step (Unsuccessful)

  • An End Step (Unsuccessful) indicates that forward progress on the workflow has been terminated.

  • It is used to indicate that the custom workflow was terminated, but NOT completed.

  • A subcontractor invoice is Rejected by a Project Manager.

  • A subcontractor invoice is Returned by a Project Manager.

Condition Step

  • A condition step contains a When/Then statement. The 'When' part of the statement contains a (1) hypothesis and the 'Then' part of the statement contains (2) a conclusion.

  • When a subcontractor invoice amount is greater than $99,999.00, it must be routed to a Vice President for review.

  • When a subcontractor invoice is greater than $9,999,999.00, it must be routed to an Executive for review.

Conditional Statements by Tool

Budget Changes... Show/Hide

Condition

Définition

Montant de la modification budgétaire

Le total général de toutes les valeurs des postes d’ajustement de modification budgétaire « À » et « De ».

Montant de l’ajustement

La somme des montants positifs du poste d’ajustement OU la valeur absolue des montants négatifs du poste d’ajustement. La valeur absolue la plus élevée sera utilisée pour déterminer le résultat de l’étape de condition.

Engagements... Afficher/Masquer

Condition

Definition

Example

Original Contract Amount

The total SOV amount of the contract being approved.

A workflow needs to follow different approval paths depending on the amount of the contract being approved.

Total Amount of Approved Cost Objects

Le montant total de la ventilation des coûts des engagements « approuvés », des ordres de changement de l’engagement et des coûts directs du projet. Le montant de la ventilation des coûts de l’élément de flux de travail est inclus dans le total.

Engagements approuvés + OCE approuvés + coûts directs approuvés = montant total des objets de coûts approuvés

Route the approval path of the workflow when the total amount of other approved contracts, change orders, and direct costs are over or under a specified amount.

Total Amount of All Cost Objects

The total SOV amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total.

Engagements approuvés et en attente + OCE approuvés et en attente + Coûts directs approuvés et en attente = Montant total de tous les objets de coûts

Route the approval path of the workflow when the total amount of other pending or approved contracts, change orders, and direct costs of any status are over or under a specified amount

Amount Over budget on Approved Cost Objects

Le montant total de la colonne désignée du projet est soustrait du montant total combiné de tous les engagements « approuvés », des ordres de changement de l’engagement et des coûts directs.

Approved Commitments + Approved CCOs + Approved Direct Costs - Total Budget Amount = Amount Over Budget on Approved Cost Objects

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*

Amount Over Budget on All Cost Objects

The project's total budget amount subtracted from the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs.

Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs - Total Budget Amount = Amount Over Budget on All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*

% of Budget Allocated to Approved Cost Objects

Le pourcentage du montant total du budget du projet utilisé par le montant total combiné des engagements « approuvés », des ordres de changement de l’engagement et des coûts directs.

(engagements approuvés + OCE approuvés + coûts directs approuvés) ÷ Montant total du budget = % du budget alloué aux objets de coûts approuvés

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage. *

% of Budget Allocated to All Cost Objects

Le pourcentage du montant du budget total du projet utilisé par le montant total combiné de tous les engagements « approuvés » et « en attente », des ordres de changement de l’engagement et des coûts directs.

(Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage.*

Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked Required in the. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field as set up within the workflow template builder.

Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Beta Amount Over Budget Code Value for Approved Cost Objects

The difference between the approved amounts associated (Commitments, Commitment Change Orders, Direct Costs) with each of the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.

The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.

Beta Amount Over Budget Code Value for All Cost Objects

The difference between the Approved, Pending, and Revised amounts associated (Commitments, Commitment Change Orders, Direct Costs) with the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.

The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.

Beta Approved Costs Percentage of Budgeted Budget Code Values

The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved cost items.

The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Beta All Costs Percentage of Budgeted Budget Code Values

The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved, Pending, and Revised items.

The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved, Pending, and Revised items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Ordres de changement de l’engagement... Afficher/Masquer

Condition

Definition

Example

Amount

The total SOV amount of the change order being approved.

A workflow needs to follow different approval paths depending on the amount of the contract being approved.

Total Amount of Approved Cost Objects

Le montant total de la ventilation des coûts des engagements « approuvés », des ordres de changement de l’engagement et des coûts directs du projet. Le montant de la ventilation des coûts de l’élément de flux de travail est inclus dans le total.

Engagements approuvés + OCE approuvés + coûts directs approuvés = montant total des objets de coûts approuvés

Route the approval path of the workflow when the total amount of other approved contracts, change orders, and direct costs is over or under a specified amount.

Total Amount of All Cost Objects

Le montant total de la ventilation des coûts de tous les engagements « approuvés » et « en attente », des ordres de changement de l’engagement et des coûts directs sur le projet. Le montant de la ventilation des coûts de l’élément de flux de travail est inclus dans le total.

Engagements approuvés et en attente + OCE approuvés et en attente + Coûts directs approuvés et en attente = Montant total de tous les objets de coûts

Route the approval path of the workflow when the total amount of other pending or approved contracts, change orders, and direct costs of any status are over or under a specified amount

Amount Over budget on Approved Cost Objects

Le montant total de la colonne désignée du projet est soustrait du montant total combiné de tous les engagements « approuvés », des ordres de changement de l’engagement et des coûts directs.

Approved Commitments + Approved CCOs + Approved Direct Costs - Total Budget Amount = Amount Over Budget on Approved Cost Objects

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*

Amount Over Budget on All Cost Objects

Le montant du budget total du projet est soustrait du montant total combiné de tous les engagements « approuvés » et « en attente », des ordres de changement de l’engagement et des coûts directs.

Engagements approuvés et en attente + OCE approuvés et en attente + Coûts directs approuvés et en attente - Montant total du budget = Montant supérieur au budget sur tous les supports de coûts

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*

% of Budget Allocated to Approved Cost Objects

Le pourcentage du montant total du budget du projet utilisé par le montant total combiné des engagements « approuvés », des ordres de changement de l’engagement et des coûts directs.

(engagements approuvés + OCE approuvés + coûts directs approuvés) ÷ Montant total du budget = % du budget alloué aux objets de coûts approuvés

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage. *

% of Budget Allocated to All Cost Objects

Le pourcentage du montant du budget total du projet utilisé par le montant total combiné de tous les engagements « approuvés » et « en attente », des ordres de changement de l’engagement et des coûts directs.

(Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage.*

Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field as set up within the workflow template builder.

Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Beta Amount Over Budget Code Value for Approved Cost Objects

The difference between the approved amounts associated (Commitments, Commitment Change Orders, Direct Costs) with each of the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.

The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the amount determined in the workflow template.

Beta Amount Over Budget Code Value for All Cost Objects

The difference between the Approved, Pending, and Revised amounts associated (Commitments, Commitment Change Orders, Direct Costs) with the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.

The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.

Beta Approved Costs Percentage of Budgeted Budget Code Values

The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved cost items.

The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Beta All Costs Percentage of Budgeted Budget Code Values

The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved, Pending, and Revised items.

The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved, Pending, and Revised items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Correspondance/Outils personnalisés... Afficher/Masquer

Condition

Definition

Cost Impact Value

The amount entered in the 'Cost Impact' field on the correspondence item.

Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field as set up within the workflow template builder.

Factures au maître d’ouvrage... Afficher/Masquer

Condition

Définition

Montant net facturé pour cette période

Le montant facturé avant taxes.

Montant brut facturé pour cette période

Le montant facturé après taxes.

Contrats principaux... Afficher/Masquer

Condition

Définition

Exemple

Montant du contrat d’origine

Montant total de la ventilation des coûts du contrat approuvé.

Un flux de travail doit suivre différents chemins d’approbation en fonction du montant du contrat approuvé.

Champs personnalisés (sélection unique, sélection multiple ou case à cocher) Remarque : les champs à sélection unique et à sélection multiple doivent être marqués comme obligatoires dans l’ensemble de champs. Voir Créer de nouveaux ensembles de champs configurables.

Déplacez le flux de travail en fonction de la valeur du champ personnalisé tel qu’il a été configuré dans le générateur de modèles de flux de travail.

Acheminez le chemin d’approbation du flux de travail en fonction d’un champ personnalisé « Type de contrat » ou « # de bâtiment ». Si le « # de bâtiment » est 2, acheminez le flux de travail vers Jean. Si le « # de bâtiment » est égal à 1, acheminez le flux de travail vers Susan.

Prime Contract Change Orders... Show/Hide

Condition

Définition

Exemple

Quantité

Montant total de la ventilation des coûts de l’ordre de changement en cours d’approbation.

Un flux de travail doit suivre différents chemins d’approbation en fonction du montant du contrat approuvé.

Champs personnalisés (sélection unique, sélection multiple ou case à cocher) Remarque : les champs à sélection unique et à sélection multiple doivent être marqués comme obligatoires dans l’ensemble de champs. Voir Créer de nouveaux ensembles de champs configurables.

Déplacez le flux de travail en fonction de la valeur du champ personnalisé tel qu’il a été configuré dans le générateur de modèles de flux de travail.

Acheminez le chemin d’approbation du flux de travail en fonction d’un champ personnalisé « Type de contrat » ou « # de bâtiment ». Si le « # de bâtiment » est 2, acheminez le flux de travail vers Jean. Si le « # de bâtiment » est égal à 1, acheminez le flux de travail vers Susan.

Factures de sous-traitants... Afficher/Masquer

Condition

Definition

Gross Amount

The gross amount billed on the invoice with retainage applied.

Materials Stored Amount

The amount billed for materials stored on the invoice.

Net Amount

The net amount billed on the invoice with retainage applied.

Original Commitment Value

The original amount of the commitment contract before any changes, adjustments, or amendments.

Retainage Released Amount

The amount of retainage released on the invoice.

Total Retainage Released

The percentage amount of retainage released to date.

Total Completed and Stored to Date

The percentage amount of work completed and materials stored to date.

Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field as set up within the workflow template builder.

Custom Fields from parent Commitment (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked Required in both fieldsets for Purchase Orders and Subcontracts. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field, on the parent Commitment as set up within the workflow template builder.

* Conditional statements linked to the project’s budget are based on the total amount of the budget column selected on the Custom Reporting Budget View located in the company level Admin tool. See Set Up a Budget View for Custom Reporting.

For instructions on how to add additional step types:

  • Add a Response Step to a Workflow

  • Add an End Step (Successful) to a Workflow

  • Add an End Step (Unsuccessful) to a Workflow

See Also

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