Procore Workflow Template - Edit File This page includes the standard workflow diagrams for actions in or related to the Project level Documents tool
In Procore a workflow can be developed to provide your end users with the ability to send items that need to be reviewed and approved to designated users In a workflow you can define approval paths that are sequential i e items are sent in sequential order to designated approvers
Procore Workflow Template
Procore Workflow Template
Follow the steps in Create a Submittal or Edit a Submittal . Under Submittal Workflow, do the following: Select a Template. Select a workflow template from the drop-down list. Notes : This drop-down list is only visible and available to users with 'Admin' level permission on the Submittals tool.
Important This article outlines the steps for creating a new workflow template in the company level Workflows tool Some features listed are in a closed beta and may not be available For more information on which tools are available in the open beta see About the Workflows Beta Program
Get Started With Custom Workflows Procore
Getting Started This user guide provides Procore users with information about how to use Procore s self service Workflows tool to build and employ custom workflows from start to finish See About the Workflows Beta Program
Procore Submittal Workflow Template 2023 Template Printable
This article outlines the steps for creating a new workflow template in the company level Workflows tool Some features listed are in a closed beta and may not be available For more information on which tools are available in the open beta see About the Workflows Beta Program
Interactive Workflow Diagrams Procore Workflow Diagram Diagram
Interactive Workflow Diagrams Procore Workflow Diagram Diagram
Documents Workflow Diagrams Procore
To create an approval workflow template for reviewing and approving items in Portfolio Financials Background Company Admins can create and manage custom approval workflows for reviewing or approving items in Portfolio Financials
Interactive Workflow Diagrams Procore Workflow Diagram Workflow
START This page includes the standard workflow diagrams for actions in or related to the project s RFIs tool
Click Company Settings . Click Approval Workflows if it is not already selected. Note: This opens the Templates page. Click + Add Template . Enter a name for the workflow template under 'Template Name'. Note: The name cannot already in use for another workflow. Select an approval type from the 'Approval Type' drop-down menu:
Apply A Submittal Workflow Template To A Submittal Procore
Add Segment Items to a Project Project Admin 1 You can also perform this task with Admin level permissions on the Company level Portfolio tool Create a New Project Continued from the Create Your Company s Work Breakdown Structure workflow This page includes the standard workflow diagrams for actions in or related to the Project
Procore Submittal Workflow Template 2023 Template Printable
Procore Submittal Workflow Template 2023 Template Printable
Procore Workflow Template
START This page includes the standard workflow diagrams for actions in or related to the project s RFIs tool
In Procore a workflow can be developed to provide your end users with the ability to send items that need to be reviewed and approved to designated users In a workflow you can define approval paths that are sequential i e items are sent in sequential order to designated approvers
Interactive Workflow Diagrams Procore Workflow Diagram Diagram
Interactive Workflow Diagrams Procore
Create A Meeting Template Procore
Interactive Workflow Diagrams Procore Workflow Diagram Interactive
Apply A Submittal Workflow Template To A Submittal Procore