What are the different types of steps in a workflow?

Background

In Procore, a workflow consists of a series of steps. Each step defines a different part of the business process leading to the approval of an item in Procore. There are four (4) types of steps that you can create in a custom workflow: Response Step, End Step (Successful), End Step (Unsuccessful), and Condition step.

Answer

The table below describes the types of steps that you can create in a custom workflow.

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

条件

定義

予算変更金額

すべての「終了」と「開始」の予算変更調整項目値の合計。

調整額

調整項目の 正 の金額の合計、または調整項目の 負 の金額の絶対値。最大の絶対値は、条件ステップの結果を決定するために使用されます。

コミットメント。。。表示/非表示

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

プロジェクトの「承認済み」委託契約・発注、委託契約・発注の変更指示、および直接費の合計予定価格表金額。ワークフロー項目の予定価格表金額が合計に含まれます。

承認済み委託契約・発注管理 + 承認済み委託契約・発注の変更指示 + 承認済み直接費 = 承認済み費用オブジェクトの合計金額

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.

承認済みおよび保留中の委託契約・発注管理 + 承認済みおよび保留中の委託契約・発注の変更指示 + 承認済みおよび保留中の直接費 = すべての費用対象の合計金額

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

プロジェクトの指定された列の合計金額から、すべての「承認済み」委託契約・発注、委託契約・発注の変更指示、および直接費の合計金額が差し引かれます。

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

「承認済み」委託契約・発注、委託契約・発注の変更指示、および直接費の合計合計金額によって使用されるプロジェクトの合計予算額の割合。

(承認済み委託契約・発注管理 + 承認済み委託契約・発注の変更指示 + 承認済み直接費) ÷ 合計予算金額 = 承認済み費用対象に割り当てられた予算の割合

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

すべての「承認済み」および「保留中」の委託契約・発注、委託契約・発注の変更指示、および直接費の合計合計金額による、プロジェクトの合計予算金額に対する割合。

(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.

委託契約・発注の変更指示...表示/非表示

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

プロジェクトの「承認済み」委託契約・発注、委託契約・発注の変更指示、および直接費の合計予定価格表金額。ワークフロー項目の予定価格表金額が合計に含まれます。

承認済み委託契約・発注管理 + 承認済み委託契約・発注の変更指示 + 承認済み直接費 = 承認済み費用オブジェクトの合計金額

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

プロジェクトのすべての「承認済み」および「保留中」の委託契約・発注、委託契約・発注の変更指示、および直接費の合計予定価格表金額。ワークフロー項目の予定価格表金額が合計に含まれます。

承認済みおよび保留中の委託契約・発注管理 + 承認済みおよび保留中の委託契約・発注の変更指示 + 承認済みおよび保留中の直接費 = すべての費用対象の合計金額

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

プロジェクトの指定された列の合計金額から、すべての「承認済み」委託契約・発注、委託契約・発注の変更指示、および直接費の合計金額が差し引かれます。

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

プロジェクトの合計予算額から、すべての「承認済み」および「保留中」の委託契約・発注、委託契約・発注の変更指示、および直接費の合計金額から差し引かれます。

承認済みおよび保留中の委託契約・発注管理 + 承認済みおよび保留中の委託契約・発注の変更指示 + 承認済みおよび保留中の直接費 - 合計予算金額 = すべての費用対象の予算超過額

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

「承認済み」委託契約・発注、委託契約・発注の変更指示、および直接費の合計合計金額によって使用されるプロジェクトの合計予算額の割合。

(承認済み委託契約・発注管理 + 承認済み委託契約・発注の変更指示 + 承認済み直接費) ÷ 合計予算金額 = 承認済み費用対象に割り当てられた予算の割合

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

すべての「承認済み」および「保留中」の委託契約・発注、委託契約・発注の変更指示、および直接費の合計合計金額による、プロジェクトの合計予算金額に対する割合。

(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.

伝達/カスタム ツール...表示/非表示

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.

発注者への請求書...表示/非表示

条件

定義

今期の正味請求金額

税引き前の請求金額。

今期の請求総額

税引き後の請求金額。

元請契約...表示/非表示

条件

定義

例

当初の契約金額

承認される契約の予定価格表の合計金額。

ワークフローは、承認される契約の金額に応じて、異なる承認パスをたどる必要があります。

カスタム フィールド (単一選択、複数選択、またはチェックボックス) 注: 単一選択フィールドと複数選択フィールドは 、 フィールドのセットで 必須と マークする必要があります。「 新しい構成可能なフィールドのセットを作成する」を参照してください。

ワークフローテンプレートビルダー内で設定されたカスタムフィールドの値に基づいてワークフローを移動します。

「契約の種類」または「建物 #」のカスタム フィールドに基づいてワークフローの承認パスをルーティングします。"Building #" が 2 の場合、ワークフローを John にルーティングします。"Building #" が 1 の場合、ワークフローを Susan にルーティングします。

Prime Contract Change Orders... Show/Hide

条件

定義

例

量

承認される変更指示の予定価格表の合計金額。

ワークフローは、承認される契約の金額に応じて、異なる承認パスをたどる必要があります。

カスタム フィールド (単一選択、複数選択、またはチェックボックス) 注: 単一選択フィールドと複数選択フィールドは 、 フィールドのセットで 必須と マークする必要があります。「 新しい構成可能なフィールドのセットを作成する」を参照してください。

ワークフローテンプレートビルダー内で設定されたカスタムフィールドの値に基づいてワークフローを移動します。

「契約の種類」または「建物 #」のカスタム フィールドに基づいてワークフローの承認パスをルーティングします。"Building #" が 2 の場合、ワークフローを John にルーティングします。"Building #" が 1 の場合、ワークフローを Susan にルーティングします。

下請業者請求書...表示/非表示

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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