Enable Project Level Workflow Templates

Things to Consider

• Required User Permissions:

  • To view, create, or edit a project-level workflow, you must have 'Admin' level permissions on the Company level Workflows tool.

• Additional Information:

  • Project-level workflows are only available in Procore Project tools.

1. Navigate to the Company level Workflows tool.

2. Click the Configure Settings icon.

3. Under Feature Enablement, select a supported tool from the Tool list.

    Note

   Project-level workflow features are available on Procore's Project tools. They are not available with company-level tools. For a list of available tools, see Which Procore tools support Workflows?

4. Move the Allow Project Level Templates to the ON position.
   A success banner appears when the features are enabled for the project tool.

• Configure a Workflow Template on a Project