jrajan/support-pages · Datasets at Hugging Face

text stringlengths 1 954
Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.
Delete a Workflow Step
To remove a step from your workflow:
Highlight the step that you want to delete.
In the sidebar, click the trash can icon.
In the 'Remove Step' dialog asking you to confirm your delete request, click Confirm.
Procore immediately deletes the selected step from the workflow.
Important
If you inadvertently delete a step, the only way to recover that step is to immediately click the Cancel button. A message appears asking you to confirm if you want to discard all of the changes that you have made to this point in the current session. If you are OK with discarding all of your changes from this session, click the Discard button now. This is the only way to recover a removed step.
Choose one (1) of these options:
Save and Publish. Click this button to save the copy of the workflow as a published workflow. You can now assign it for use on a project.
OR
Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.
Edit a Workflow Step
You have several options when editing a custom workflow step.
Edit the workflow name
Click the pencil icon and then type over the 'Untitled' step title in the right pane. Then press the RETURN key.
OR
Click into the text box and type over the 'Untitled' step in the right pane. Then press the RETURN key.
Configure the Responsible Group
Assignee Role. Select a role or group from the drop-down list. By default, 'Item Creator' is the only available option.
Tip
Don't see the role that you want? You can create a new role in the Assignee Role drop-down list. Click the Add Assigned at Project Role button at the bottom of the list and enter a name for the group in the New Assigned at Project Role box. When you are ready to create your new role, click Create Role. Later, when configuring the custom workflow in the project(s) to which it is assigned, you can assign members to the group.
Update the Days to Complete
Days to Complete. Enter a number in the first box. Then select Calendar Days of Business Days from the drop-down list. Procore's default option is Calendar Days. This defines the number of days the 'Assignee Role' has to complete the workflow step. Once the number of days passes, Procore sends an automated reminder once per day until the step is completed.
Change the Item Status
Item Status. Select the status that the item must be in from the drop-down list. This defines the status the item must be in before the step can be performed in the custom workflow.
Send Emails to Assignee and default groups
Optional: Send Emails to the Assignee and _____. Select the groups or roles that should receive an automated notification when the workflow step is NOT completed within the number of days specified above. The default groups include:
Workflow Manager. A workflow manager is a Procore user who must be designated on a project.
Item Creator. An item creator is a Procore user who created the commitment on a project.
Distribution Group. This is a default group for this custom workflow in the Workflows tool. After you publish this workflow and assign it to a project, you can define different group members when configuring the custom workflow in the Project level commitments tools.
Add a Response
Under 'Responses', click Add.
Select a response from the 'If Response Is' drop-down list.
Select a step from the Go to Step box.
Tip
Edit an existing step by changing the selections in the 'If response is' and 'Go to Step' drop-down lists.
When you are finished making changes Choose one (1) of these options:
Save and Publish. Click this button to save the copy of the workflow as a published workflow. You can now assign it for use on a project.
OR
Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.
Launch an Embedded App in a Company - Procore
Objective
To launch an embedded App in a company.
Background
As a project user, you can launch available embedded Apps at the company level in Procore.
Things to Consider
Required User Permissions
'Standard' user permissions required.
Steps
Navigate to the company you want to launch an embedded App in.
On the top navigation bar, click the Select an App.
In the available list of embedded Apps, choose the App you want to launch.
Upload a Video to the Project Level Documents Tool - Procore
Objective
To upload a video to a project in Procore.
Things to Consider
Required User Permissions:
'Standard' or 'Admin' permissions on the project's Documents tool.
Additional Information:
Although you can upload videos of any file type to the Documents tool, only .mp4 files can be previewed and played within Procore.
You can also upload videos through Procore Drive. See Upload Files into a Folder in Procore Drive.
Steps
Navigate to the project's Documents tool.
Click to select the folder you want to upload your video to, or create a new folder. See Create a Folder.
Drag and drop the video file from your computer to the center panel of the Documents tool. See Upload Files to the Documents Tool.
OR
Click the + New drop-down menu.
Click File Upload.
Select the files or folders you want to upload from your computer.
Click Open.
Click Upload.
Note: Uploaded .MP4 videos can be viewed in the Documents tool by clicking the play icon on the video preview.
Respond to a Submittal as an Approver - Procore
Objective
To respond to a submittal as an approver in the project's Submittals tool.
Background
The creator of a submittal adds one or more approvers to the submittal workflow (see Add Users to the Submittal Workflow). Each approver must then submit a response as described in Steps below. If an approver's response becomes overdue, the system sends an automated email reminder to the reviewer until a response is submitted. If no response is received, a reminder is sent once a day for 45 days.
Things to Consider
Required User Permissions:
'Standard' level permissions or higher on the project's Submittals tool and the current Ball in Court for the submittal.
For companies using the Custom Submittal Responses feature:
If your company has created custom submittal responses (see Manage Custom Submittals Responses), the selections in the Response drop-down list may be different than the ones documented below.
Additional Information:
The submittal's status must be 'Open'.
If an approver has forwarded a submittal to you for review, see Respond to a Forwarded Submittal as a Reviewer.
Prerequisites
Optional: Review Submittal PDF Attachments
Video
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Steps
If you receive an email from Procore with the subject line "Action Required for Submittal," do the following:
Review the Action Required Email for a Submittal
Respond to a Submittal in Procore
Review the Action Required Email for a Submittal
Open your Email program. Then open the email with the Action Required for Submittal subject line.
Review the contents of the message. The click one of the following options:
View Online. This opens the Procore program to the appropriate submittal.
Notes:

Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.

Delete a Workflow Step

To remove a step from your workflow:

Highlight the step that you want to delete.

In the sidebar, click the trash can icon.

In the 'Remove Step' dialog asking you to confirm your delete request, click Confirm.

Procore immediately deletes the selected step from the workflow.

Important

If you inadvertently delete a step, the only way to recover that step is to immediately click the Cancel button. A message appears asking you to confirm if you want to discard all of the changes that you have made to this point in the current session. If you are OK with discarding all of your changes from this session, click the Discard button now. This is the only way to recover a removed step.

Choose one (1) of these options:

Save and Publish. Click this button to save the copy of the workflow as a published workflow. You can now assign it for use on a project.

OR

Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.

Edit a Workflow Step

You have several options when editing a custom workflow step.

Edit the workflow name

Click the pencil icon and then type over the 'Untitled' step title in the right pane. Then press the RETURN key.

OR

Click into the text box and type over the 'Untitled' step in the right pane. Then press the RETURN key.

Configure the Responsible Group

Assignee Role. Select a role or group from the drop-down list. By default, 'Item Creator' is the only available option.

Tip

Don't see the role that you want? You can create a new role in the Assignee Role drop-down list. Click the Add Assigned at Project Role button at the bottom of the list and enter a name for the group in the New Assigned at Project Role box. When you are ready to create your new role, click Create Role. Later, when configuring the custom workflow in the project(s) to which it is assigned, you can assign members to the group.

Update the Days to Complete

Days to Complete. Enter a number in the first box. Then select Calendar Days of Business Days from the drop-down list. Procore's default option is Calendar Days. This defines the number of days the 'Assignee Role' has to complete the workflow step. Once the number of days passes, Procore sends an automated reminder once per day until the step is completed.

Change the Item Status

Item Status. Select the status that the item must be in from the drop-down list. This defines the status the item must be in before the step can be performed in the custom workflow.

Send Emails to Assignee and default groups

Optional: Send Emails to the Assignee and _____. Select the groups or roles that should receive an automated notification when the workflow step is NOT completed within the number of days specified above. The default groups include:

Workflow Manager. A workflow manager is a Procore user who must be designated on a project.

Item Creator. An item creator is a Procore user who created the commitment on a project.

Distribution Group. This is a default group for this custom workflow in the Workflows tool. After you publish this workflow and assign it to a project, you can define different group members when configuring the custom workflow in the Project level commitments tools.

Add a Response

Under 'Responses', click Add.

Select a response from the 'If Response Is' drop-down list.

Select a step from the Go to Step box.

Tip

Edit an existing step by changing the selections in the 'If response is' and 'Go to Step' drop-down lists.

When you are finished making changes Choose one (1) of these options:

Save and Publish. Click this button to save the copy of the workflow as a published workflow. You can now assign it for use on a project.

OR

Save as Draft. Click this button to save the copy of the workflow as an unpublished draft.

Launch an Embedded App in a Company - Procore

Objective

To launch an embedded App in a company.

Background

As a project user, you can launch available embedded Apps at the company level in Procore.

Things to Consider

Required User Permissions

'Standard' user permissions required.

Steps

Navigate to the company you want to launch an embedded App in.

On the top navigation bar, click the Select an App.

In the available list of embedded Apps, choose the App you want to launch.

Upload a Video to the Project Level Documents Tool - Procore

Objective

To upload a video to a project in Procore.

Things to Consider

Required User Permissions:

'Standard' or 'Admin' permissions on the project's Documents tool.

Additional Information:

Although you can upload videos of any file type to the Documents tool, only .mp4 files can be previewed and played within Procore.

You can also upload videos through Procore Drive. See Upload Files into a Folder in Procore Drive.

Steps

Navigate to the project's Documents tool.

Click to select the folder you want to upload your video to, or create a new folder. See Create a Folder.

Drag and drop the video file from your computer to the center panel of the Documents tool. See Upload Files to the Documents Tool.

OR

Click the + New drop-down menu.

Click File Upload.

Select the files or folders you want to upload from your computer.

Click Open.

Click Upload.

Note: Uploaded .MP4 videos can be viewed in the Documents tool by clicking the play icon on the video preview.

Respond to a Submittal as an Approver - Procore

Objective

To respond to a submittal as an approver in the project's Submittals tool.

Background

The creator of a submittal adds one or more approvers to the submittal workflow (see Add Users to the Submittal Workflow). Each approver must then submit a response as described in Steps below. If an approver's response becomes overdue, the system sends an automated email reminder to the reviewer until a response is submitted. If no response is received, a reminder is sent once a day for 45 days.

Things to Consider

Required User Permissions:

'Standard' level permissions or higher on the project's Submittals tool and the current Ball in Court for the submittal.

For companies using the Custom Submittal Responses feature:

If your company has created custom submittal responses (see Manage Custom Submittals Responses), the selections in the Response drop-down list may be different than the ones documented below.

Additional Information:

The submittal's status must be 'Open'.

If an approver has forwarded a submittal to you for review, see Respond to a Forwarded Submittal as a Reviewer.

Prerequisites

Optional: Review Submittal PDF Attachments

Video

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

If you receive an email from Procore with the subject line "Action Required for Submittal," do the following:

Review the Action Required Email for a Submittal

Respond to a Submittal in Procore

Review the Action Required Email for a Submittal

Open your Email program. Then open the email with the Action Required for Submittal subject line.

Review the contents of the message. The click one of the following options:

View Online. This opens the Procore program to the appropriate submittal.

Notes: