Considerações

Important points to keep in mind before building workflows for your team.

Things to Consider

  • Required User Permissions:

    • To view, create, or edit a workflow template, you need one of the following:

      • Admin' level permissions on the Company Workflows tool.

      • 'Read Only' or 'Standard' level permissions on the Company Workflows tool with the 'View Workflow Templates' and 'Create and Edit Workflow Templates' granular permissions enabled on your permissions template.

Additional Information

  • You cannot delete the first step in a workflow template. However, you can modify it.

  • You can only assign one (1) default workflow per tool on each Procore project.

  • A 'Workflows - Financial Management' template is available for 360 Reporting only when your Procore company, project, and user settings are configured to use the English language. For details, see What languages are available in Procore?

Supported Tools

Procore's Workflows tool works with these Procore tools.

Company Level Tools

Users can create and manage workflows for these Company level tools. For instructions, see Create a Workflow Template.

Ferramenta da Empresa

Item(ns) do fluxo

Anotações

Pagamentos

Pagamento

Project Level Tools

Users can create and manage workflow templates for these Procore tools in the Company level Workflows tool. To learn how, see Create a Workflow Template.

 Nota

Os usuários também podem criar e gerenciar modelos de fluxo personalizados para itens em uma ferramenta de nível de projeto. O Procore salva esses modelos no nível de projeto, tornando-os distintos dos modelos de fluxo de nível de empresa. Para habilitar esse recurso, consulte Habilitar modelos de fluxo de nível de projeto.

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

  • Commitment Potential Change Order





Multi-tier workflows are not supported in 360 Reporting.

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

  • Prime Contract Potential Change Order





Multi-tier workflows are not supported in 360 Reporting.

Key Features
Adicionar um fluxo