Which Procore tools support Workflows?

解答

Procore 的工作流工具与以下 Procore 工具配合使用。

公司级别工具

用户可以为这些公司级别工具创建和管理工作流。有关说明，请参阅创建工作流模板。

公司工具

工作流项

注意事项

付款

付款

项目级别工具

用户可以在公司级别工作流工具中为这些 Procore 工具创建和管理工作流模板。要了解如何操作，请参阅创建工作流模板。

注意

用户还可以在项目级别工具中为项创建和管理自定义工作流模板。Procore 在项目级别保存这些模板，使它们与公司级别的工作流模板截然不同。要启用此功能，请参阅启用项目级别工作流模板。

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.

See Also

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