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

定义

预算变更金额

所有"至"和"来自"预算变更调整明细项值的总计。

调整量

调整明细项的正金额的总和，或调整明细项的负金额的绝对值。最大的绝对值将用于确定条件步骤的结果。

合约…显示/隐藏

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

项目的"已获批"合约、合约变更通知单和直接成本的 SOV 总金额。工作流项的 SOV 金额包含在总计中。

获批合约 + 获批的合约变更通知单 + 获批的直接成本=获批的成本对象的总额

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.

已获批和待处理的合约 + 已获批和待处理的 CCO + 已获批和待处理的直接成本=所有成本对象的总额

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

从所有"已获批"的合约、合约变更通知单和直接成本的合并总额中减去项目指定列的总金额。

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

"已获批"的合约、合约变更通知单和直接成本的组合总额使用的项目总预算金额所占的百分比。

（获批合约 + 获批的合约变更通知单 + 获批的直接成本）ROM 总预算金额=分配给获批的成本对象的预算百分比

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

所有"已获批"和"待处理"合约、合约变更通知单和直接成本的合并总额所使用的项目总预算金额所占的百分比。

(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.

合约变更通知单…显示/隐藏

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

项目的"已获批"合约、合约变更通知单和直接成本的 SOV 总金额。工作流项的 SOV 金额包含在总计中。

获批合约 + 获批的合约变更通知单 + 获批的直接成本=获批的成本对象的总额

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

项目的所有"已批准"和"待处理"合约、合约变更通知单和直接成本的 SOV 总金额。工作流项的 SOV 金额包含在总计中。

已获批和待处理的合约 + 已获批和待处理的 CCO + 已获批和待处理的直接成本=所有成本对象的总额

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

从所有"已获批"的合约、合约变更通知单和直接成本的合并总额中减去项目指定列的总金额。

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

从所有"已获批"和"待处理"合约、合约变更通知单和直接成本的合并总额中减去项目的总预算金额。

已获批和待处理合约 + 已获批和待处理的 CCO + 已获批和待处理的直接成本 - 所有成本对象的总预算金额 = 超出预算金额

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

"已获批"的合约、合约变更通知单和直接成本的组合总额使用的项目总预算金额所占的百分比。

（获批合约 + 获批的合约变更通知单 + 获批的直接成本）ROM 总预算金额=分配给获批的成本对象的预算百分比

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

所有"已获批"和"待处理"合约、合约变更通知单和直接成本的合并总额所使用的项目总预算金额所占的百分比。

(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.

通信/自定义工具…显示/隐藏

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.

业主发票…显示/隐藏

条件

定义

本期净账单金额

税前账单金额。

本期账单总额

税后账单金额。

主合同…显示/隐藏

条件

定义

示例

原始合同金额

待批合同的 SOV 总金额。

根据待审批的合同金额，工作流需要遵循不同的审批路径。

自定义字段（单选、多选或复选框）注意:必须 在字段集中 将单选和多选字段标记 为必填 。请参阅新建可配置字段集。

根据在工作流模板生成器中设置的自定义字段的值移动工作流。

根据"合同类型"或"建筑物编号"的自定义字段传送工作流的审批路径。如果"建筑物编号"为2 ，则将工作流发送给John。如果"建筑物编号"是1 ，则将工作流路由给 Susan。

Prime Contract Change Orders... Show/Hide

条件

定义

示例

金额

正在批准的变更通知单的总 SOV 金额。

根据待审批的合同金额，工作流需要遵循不同的审批路径。

自定义字段（单选、多选或复选框）注意:必须 在字段集中 将单选和多选字段标记 为必填 。请参阅新建可配置字段集。

根据在工作流模板生成器中设置的自定义字段的值移动工作流。

根据"合同类型"或"建筑物编号"的自定义字段传送工作流的审批路径。如果"建筑物编号"为2 ，则将工作流发送给John。如果"建筑物编号"是1 ，则将工作流路由给 Susan。

分包商发票…显示/隐藏

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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