Which Procore tools support Workflows?
Responder
A ferramenta Fluxos do Procore funciona com essas ferramentas do Procore.
Ferramentas de nível de empresa
Os usuários podem criar e gerenciar fluxos para essas ferramentas de nível de empresa. Para obter as instruções, consulte Criar um modelo de fluxo.
Ferramenta da Empresa | Item(ns) do fluxo | Anotações |
|---|---|---|
Pagamentos | Pagamento |
Ferramentas de nível de projeto
Os usuários podem criar e gerenciar modelos de fluxo para essas ferramentas do Procore na ferramenta Fluxos de nível de empresa. Para saber como, consulte Criar um modelo de fluxo.
Note
Users can also create and manage custom workflow templates for items in a project-level tool. Procore saves these templates at the project level, making them distinct from your company-level workflow templates. To enable this feature, see Enable Project Level Workflow Templates.
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 | Multi-tier workflows are not supported in 360 Reporting. | |
Commitment Potential Change Order | ||
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 | Multi-tier workflows are not supported in 360 Reporting. | |
Prime Contract Potential Change Order |