(Beta) Create a Custom Workflow Template for Commitments

Dans Procore, un flux de travail est un processus qui définit un chemin d’approbation. Un personnalisé flux de travail est un processus qui définit un chemin d'approbation unique, spécifique à votre organisation et à votre/vos projet(s). Vous pouvez ajouter un personnalisé flux de travail à l’outil Niveau entreprise Flux de travail pour l’utiliser sur le Niveau projet Outil Engagements.

• Autorisations utilisateur requises :

  • Pour afficher, créer ou modifier un personnalisé flux de travail au niveau Entrepriseautorisations de niveau :* 'Admin' dans l’outil Niveau entreprise Flux de travail.
    OU* autorisations de niveau « Lecture seule » ou « Standard » dans l’outil Niveau entreprise Flux de travail avec les options « Afficher Personnalisé Flux de travail » et « Créer et modifier » L’autorisation granulaire des modèles de flux de travail est activée sur votre modèle d’autorisation.

• Planifier un Personnalisé Flux de travail

Add a Custom Workflow

1. Navigate to the Company level Workflows tool.

2. Click the Create button.

3. In the 'Add a Workflow' dialog box, do the following:

   • Name *. Enter a name for your new workflow.

   • Tool *. Select the tool and item for which you are creating the new workflow.

     Exemple

     Dans cet exemple, nous allons créer un nouveau flux de travail nommé ' Contrat de sous-traitance Flux de travail ' pour l’option Contrat de sous-traitance.

     

4. Click Create.
   Procore automatically opens the workflow builder and creates an 'Untitled' step for you.

    Pointe

   Comment le générateur de flux de travail attribue-t-il automatiquement les numéros de version ? Pour en savoir plus consultez Comment les numéros de version sont-ils mis à jour dans l’outil Niveau entreprise Flux de travail ?

Update the Initial Standard Step in the Custom Workflow

The initial step in a custom workflow for commitments is always a standard step. For subsequent steps, you can choose between step types. To learn more, see What are the different types of steps in a custom workflow?

1. In the workflow builder, do one of the following to name your initial workflow step:

   • Click the pencil icon and then type over the 'Untitled' step title in the right pane. Then press the RETURN key.

   • Click into the text box and type over the 'Untitled' step in the right pane. Then press the RETURN key.
     

2. In the workflow step, update the 'Details' section as follows:

   Exemple

   Pour cet exemple, nous avons nommé l’étape initiale du flux de travail « Démarrage ». Ensuite, vous terminerez la saisie de données dans la section « Détails » illustrée ci-dessous.

   

    Remarque

   Un astérisque (*) ci-dessous indique un champ obligatoire.

• Assignee Role*. Select a role or group from the drop-down list. By default, 'Item Creator' is the only available option. For commitments, an 'Item Creator' is the person who created a commitment on a project.

   Pointe

  Vous ne voyez pas le rôle que vous voulez ? Vous pouvez créer un nouveau rôle dans la liste déroulante Rôle de la personne assignée. Cliquez sur le bouton Ajouter assigné au rôle du projet en bas de la liste et entrez un nom pour le groupe dans la case Nouveau assigné au rôle du projet . Lorsque vous êtes prêt à créer votre nouveau rôle, cliquez sur Créer un rôle. Par la suite, lors de la configuration du personnalisé flux de travail dans le(s) projet(s) auquel il est affecté(s), vous pouvez affecter des membres au groupe.

• Days to Complete*. Enter a number in the first box. Then select Calendar Days of Business Days from the drop-down list. Procore's default option is Calendar Days. This defines the number of days the 'Assignee Role' has to complete the workflow step. Once the number of days passes, Procore sends an automated reminder once per day until the step is completed.

• Item Status*. Select the status that the item must be in from the drop-down list. This defines the status the contract must be in before the step can be performed in the custom workflow. Your choices for this initial step are:

  • Draft

  • Out For Bidding

  • Out For Signature

• Optional: Send Emails to the Assignee and _. Select the groups or roles that should receive an automated notification when the workflow step is NOT completed within the number of days specified above. The default groups include:

  • Workflow Manager. A workflow manager is a Procore user who must be designated on a project.

  • Item Creator. An item creator is a Procore user who created the commitment on a project.

  • Distribution Group. This is a default group for this custom workflow in the Workflows tool. After you publish this workflow and assign it to a project, you can define different group members when configuring the custom workflow in the Project level commitments tools.

1. Choose from the following options to add the next step(s) to your custom workflow:

   • Add a Conditional Step to a Custom Workflow

   • Add a Standard Step to a Custom Workflow

   • Add a Finish Step to a Custom Workflow

   • Add a Termination Step to a Custom Workflow

Add a Conditional Step to a Custom Workflow

Your organization's approval policy may require your workflow to be routed differently depending on certain conditions.

1. Highlight an existing step in the custom workflow or click the icon on a step in the workflow builder and choose 'Conditional'.

2. In the 'Responses' section, click Add to add a response.

3. In the 'Responses' section in the right pane, do the following:

   • If Response Is. Select the desired response from the drop-down list. These options correspond to the actions performed by the 'Assignee Role' assigned to the workflow step.

   • Go to Step. Select the type of step that you want to create.

   • Click Add Step. Note: If you have already created the conditional step you want to use, you can select it from the 'Go to Step' drop-down list instead of clicking Add Step.

4. Choose Conditional from the list of step types and name the step.

5. Click Create new step.

6. After creating the conditional step, click on it in the workflow builder to begin defining the conditions:

   • When. Select the first part of the hypothesis in the conditional statement. Choose from the following:

*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.

• Is. Select the hypothesis for the conditional step.

  • Greater than. If your organization requires additional signatures for amounts greater than or equal to a specified amount, you will want to choose this option and enter an amount in the field to the right.

  • Less than. If you want the step to function when the hypothesis is less than a specified number.

• Then. Select a step from the drop-down list or create a new one by clicking the Add Step button.

• Otherwise. Select a step from the drop-down list or create a new one by clicking the Add Step button. This is the step that will be next if the 'Original Contract Amount' does not meet the conditions you have set.

Add a Standard Step to a Custom Workflow

1. Click the icon attached to an existing step in the workflow builder and choose Step.

    Pointe

   De nouvelles étapes peuvent également être créées lors de la création de réponses pour des étapes existantes. Dans la liste déroulante « Aller à l’étape », choisissez Ajouter une étape.

2. Optional: Change the name of the workflow step as desired:

   • Click the pencil icon and then type over the existing step title in the right pane.
     OR

   • Click the text box on the right pane and type a title.

3. In the workflow step, update the 'Details' section as follows:

    Remarque

   Un astérisque (*) ci-dessous indique un champ obligatoire.

   • Assignee Role*. Select a role or group from the drop-down list. By default, 'Item Creator' is the only available option. For commitments, an 'Item Creator' is the person who created a commitment on a project.

      Pointe

     Vous ne voyez pas le rôle que vous voulez ? Vous pouvez créer un nouveau rôle dans la liste déroulante Rôle de la personne assignée. Cliquez sur le bouton Ajouter assigné au rôle du projet en bas de la liste et entrez un nom pour le groupe dans la case Nouveau assigné au rôle du projet . Lorsque vous êtes prêt à créer votre nouveau rôle, cliquez sur Créer un rôle. Par la suite, lors de la configuration du personnalisé flux de travail dans le(s) projet(s) auquel il est affecté(s), vous pouvez affecter des membres au groupe.

   • Days to Complete*. Enter a number in the first box. Then select Calendar Days of Business Days from the drop-down list. Procore's default option is Calendar Days. This defines the number of days the 'Responsible Group' has to complete the workflow step. Once the number of days passes, Procore sends a reminder until the step is completed.

   • Item Status*. Select the status that the item must be in to trigger the step in the workflow.

   • Optional: Send Emails to the Assignee and _. Select the groups or roles that should receive an automated notification when the workflow step is NOT completed within the number of days specified above. The recipients named here will also receive an email when the workflow step is completed. The default groups include:

• Workflow Manager. A workflow manager is a Procore user who must be designated on a project.

• Item Creator. An item creator is a Procore user who created the commitment on a project.

• Distribution Group. This is a default group for this custom workflow in the Workflows tool. After you publish this workflow and assign it to a project, you can define different group members when configuring the custom workflow in the Project level commitments tools.

Add a Finish Step to a Custom Workflow

A finish step defines the end of a workflow. For example, in your commitment workflow, you would add a finish step to indicate that a subcontract or purchase order has been approved and that all of the conditions have been satisfied. A finish step indicates the custom workflow is complete.

1. Click the icon attached to an existing step in the workflow builder and choose Finish Step.

   • Optional: Do one of the following to change the name of the workflow step as desired:

     • Click the pencil icon and then type over the existing step title in the right pane.

     • Click the text box on the right pane and type a title.

2. In the right pane, update the 'Details' section as follows:

   • Item Status*.* Approved* Complete

   • Optional: Send Emails to the Assignee and _. Select the groups or roles that should receive an automated notification when the workflow step is completed. The default groups include:

• Workflow Manager. A workflow manager is a Procore user who must be designated on a project.

• Item Creator. An item creator is a Procore user who created the commitment on a project.

• Distribution Group. This is a default group for this custom workflow in the Workflows tool. After you publish this workflow and assign it to a project, you can define different group members when configuring the custom workflow in the Project level commitments tools.

1. Choose from these options:

   • Save as Draft. Click this button to save a numbered 'Draft' version. Choose this option when you are still working on your custom workflow.

   • Save and Publish. Click this button to create a newly published version. Choose this option when you are ready to assign your workflow to a project.

Add a Termination Step to a Custom Workflow

1. Click the icon attached to an existing step in the workflow builder and choose Finish Step.

   • Optional: Change the name of the workflow step as desired:* Click the pencil icon and then type over the existing step title in the right pane.
     OR* Click the text box on the right pane and type a title.

2. In the right pane, update the 'Details' section as follows:

   • Item Status.

   • Optional: Send Emails to the Assignee and _. Select the groups or roles that should receive an automated notification when the workflow step is completed. The default groups include:

• Workflow Manager. A workflow manager is a Procore user who must be designated on a project.

• Item Creator. An item creator is a Procore user who created the commitment on a project.

• Distribution Group. This is a default group for this custom workflow in the Workflows tool. After you publish this workflow and assign it to a project, you can define different group members when configuring the custom workflow in the Project level commitments tools.

1. Choose from these options:

   • Save as Draft. Click this button to save a numbered 'Draft' version. Choose this option when you are still working on your custom workflow.

   • Save and Publish. Click this button to create a newly published version. Choose this option when you are ready to assign your workflow to a project.

• Assigner un Personnalisé Flux de travail à un projet