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

Condição

Definição

Valor da alteração orçamentária

O total geral de todos os valores de item de linha ajuste de alteração do orçamento "Para" e "De".

Valor do Ajuste

A soma dos montantes positivos do ajustamento item de linha OU o valor absoluto dos montantes negativos do ajustamento item de linha dos montantes negativos. O maior valor absoluto será usado para determinar o resultado da etapa da condição.

Compromissos... Mostrar/Ocultar

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

O valor total de SOV dos compromissos "Aprovados", Alterações contratuais de compromisso e Custos Indiretos no projeto. O valor de SOV do item fluxo é incluído no total.

Compromissos aprovados + CCOs aprovadas + Custos Indiretos aprovadas = valor total de objetos de custo aprovados

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.

Compromissos aprovados e pendentes + CCOs aprovadas e pendentes + Custos Indiretos aprovadas e pendentes = Valor total de todos os objetos de custo

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

O valor total da coluna designada do projeto subtraiu do valor total combinado de todos os compromissos "Aprovados", alterações contratuais de compromisso e Custos Indiretos.

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

O percentual do valor total do orçamento do projeto usado pelo valor total combinado de Compromissos "Aprovados", Alterações contratuais de compromisso e Custos Indiretos.

(compromissos aprovados + CCOs aprovadas + Custos Indiretos aprovados) ÷ Valor total do orçamento = % do orçamento alocado para objetos de custo aprovados

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

O percentual do valor total do orçamento do projeto usado pelo valor total combinado de todos os compromissos "Aprovados" e "Pendentes", Alterações contratuais de compromisso e Custos Indiretos.

(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.

Alterações contratuais de compromisso... Mostrar/Ocultar

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

O valor total de SOV dos compromissos "Aprovados", Alterações contratuais de compromisso e Custos Indiretos no projeto. O valor de SOV do item fluxo é incluído no total.

Compromissos aprovados + CCOs aprovadas + Custos Indiretos aprovadas = valor total de objetos de custo aprovados

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

O valor total de SOV de todos os compromissos "Aprovados" e "Pendentes", Alterações contratuais de compromisso e Custos Indiretos no projeto. O valor de SOV do item fluxo é incluído no total.

Compromissos aprovados e pendentes + CCOs aprovadas e pendentes + Custos Indiretos aprovadas e pendentes = Valor total de todos os objetos de custo

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

O valor total da coluna designada do projeto subtraiu do valor total combinado de todos os compromissos "Aprovados", alterações contratuais de compromisso e Custos Indiretos.

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

O valor total do orçamento do projeto subtraiu do valor total combinado de todos os compromissos "Aprovados" e "Pendentes", Alterações contratuais de compromisso e Custos Indiretos.

Compromissos aprovados e pendentes + CCOs aprovadas e pendentes + Custos Indiretos aprovadas e pendentes - Valor total do orçamento = Valor acima do orçamento em todos os objetos de custo

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

O percentual do valor total do orçamento do projeto usado pelo valor total combinado de Compromissos "Aprovados", Alterações contratuais de compromisso e Custos Indiretos.

(compromissos aprovados + CCOs aprovadas + Custos Indiretos aprovados) ÷ Valor total do orçamento = % do orçamento alocado para objetos de custo aprovados

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

O percentual do valor total do orçamento do projeto usado pelo valor total combinado de todos os compromissos "Aprovados" e "Pendentes", Alterações contratuais de compromisso e Custos Indiretos.

(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.

Correspondência/Ferramentas personalizadas... Mostrar/Ocultar

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.

Faturas ao proprietário... Mostrar/Ocultar

Condição

Definição

Valor líquido faturado neste período

O valor faturado antes dos impostos.

Valor Bruto Faturado Neste Período

O valor faturado após os impostos.

Contratos Principais... Mostrar/Ocultar

Condição

Definição

Exemplo

Valor do Contrato Original

O valor total do SOV do contrato que está sendo aprovado.

Um fluxo precisa seguir diferentes caminhos de aprovação dependendo do valor do contrato que está sendo aprovado.

Campos personalizados (Seleção única, Seleção múltipla ou Caixa de seleção) Observação: os campos Seleção única e Seleção múltipla precisam ser marcados como Obrigatórios no conjunto de campos. Consulte Criar novos conjuntos de campos configuráveis.

Mova o fluxo com base no valor do campo personalizado conforme configurado no fluxo construtor de modelos.

Encaminhe o caminho da aprovação do fluxo com base em um campo personalizado de "Tipo de contrato" ou "Edifício #". Se o "Edifício #" for 2, encaminhe o fluxo para João. Se o "Edifício #" for 1, encaminhe o fluxo para Susan.

Prime Contract Change Orders... Show/Hide

Condição

Definição

Exemplo

Quantidade

O valor total de SOV da alteração contratual que está sendo aprovada.

Um fluxo precisa seguir diferentes caminhos de aprovação dependendo do valor do contrato que está sendo aprovado.

Campos personalizados (Seleção única, Seleção múltipla ou Caixa de seleção) Observação: os campos Seleção única e Seleção múltipla precisam ser marcados como Obrigatórios no conjunto de campos. Consulte Criar novos conjuntos de campos configuráveis.

Mova o fluxo com base no valor do campo personalizado conforme configurado no fluxo construtor de modelos.

Encaminhe o caminho da aprovação do fluxo com base em um campo personalizado de "Tipo de contrato" ou "Edifício #". Se o "Edifício #" for 2, encaminhe o fluxo para João. Se o "Edifício #" for 1, encaminhe o fluxo para Susan.

Medições do subempreiteiro... Mostrar/Ocultar

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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