Quels sont les différents types d'étapes dans un flux de travail de travail?

Contexte

Dans Procore, un flux de travail de travail se compose d'une série d'étapes. Chaque étape définit une partie différente du processus commercial menant à l'approbation d'un item dans Procore. Il existe quatre (4) types d'étapes que vous pouvez créer dans un flux de travail de travail personnalisé : Étape de réponse, Étape de fin (réussite), Étape de fin (échec) et Étape de condition.

Réponse

Le tableau ci-dessous décrit les types d'étapes que vous pouvez créer dans un flux de travail de travail personnalisé.

Type	Définition	Exemple
Étape de réponse	Une étape de réponse représente une action ou un processus unique dans un flux de travail de travail personnalisé. Il est toujours utilisé pour définir l'étape initiale d'un flux de travail de travail personnalisé. Vous pouvez définir : Groupe responsable Jours pour terminer (jours ouvrables ou jours calendaires) Statut de l'item Envoyer des courriels à la Personne assignée et au(x) groupe(s) responsable(s) Réponses	Un chef de projet a une étape d'action pour examiner une facture de sous-traitant et fournir une réponse Renvoyer ou Approuver.
Étape de fin (réussie)	Une étape de fin (réussie) indique que toutes les étapes du flux de travail de travail sont terminées. Il est utilisé pour définir la dernière étape d'un flux de travail de travail personnalisé. Vous pouvez définir : Statut de l'item Envoyer des courriels à la Personne assignée et [groupe(s) responsable(s)]	Une facture de sous-traitant est approuvée par un chef de projet et est inférieure à 99 999 $ Une facture de sous-traitant est approuvée par un vice-président et est inférieure à 999 999 $ Une facture de sous-traitant est approuvée par un Exécutif.
Fin de l'étape (échec)	Une étape de fin (échec) indique que la progression du flux de travail de travail est terminée. Il est utilisé pour indiquer que le flux de travail de travail personnalisé est terminé, mais PAS terminé.	Une facture de sous-traitant est rejetée par un chef de projet. Une facture de sous-traitant est retournée par un chef de projet.
Étape conditionnelle	Une étape de condition contient une instruction Quand/Alors. La partie « Quand » de la déclaration contient une (1) hypothèse et la partie « Alors » de la déclaration contient (2) une conclusion.	Lorsque le montant d'une facture de sous-traitant est supérieur à 99 999,00 $, il doit être acheminé à un vice-président pour examen. Lorsqu'une facture de sous-traitant est supérieure à 9 999 999,00 $, il doit être acheminé à un Exécutif pour examen.

Conditional Statements by Tool

Budget Changes... Show/Hide

Condition	Definition
Budget Change Amount	The grand total of the all 'To' and 'From' Budget Change adjustment line item values.
Adjustment Amount	The sum of the adjustment line item's positive amounts OR the absolute value of the adjustment line item's negative amounts. The greatest absolute value will be used to determine the outcome of the condition step.

Commitments... Show/Hide

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	The total SOV amount of the 'Approved' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total. Formula... Show/Hide Approved Commitments + Approved CCOs + Approved Direct Costs = Total Amount of Approved Cost Objects	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. Formula... Show/Hide Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs = Total Amount of All Cost Objects	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	The project's designated column total amount subtracted from the combined total amount of all 'Approved' Commitments, Commitment Change Orders, and Direct Costs. Formula... Show/Hide 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. Formula... Show/Hide 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	The percentage of the project's total budget amount used by the combined total amount of 'Approved' Commitments, Commitment Change Orders, and Direct Costs. Formula... Show/Hide (Approved Commitments + Approved CCOs + Approved Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to 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 percentage. *
% of Budget Allocated to All Cost Objects	The percentage of the project's total budget amount used by the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs. Formula... Show/Hide (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.

Commitment Change Orders... Show/Hide

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	The total SOV amount of the 'Approved' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total. Formula... Show/Hide Approved Commitments + Approved CCOs + Approved Direct Costs = Total Amount of Approved Cost Objects	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	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. Formula... Show/Hide Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs = Total Amount of All Cost Objects	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	The project's designated column total amount subtracted from the combined total amount of all 'Approved' Commitments, Commitment Change Orders, and Direct Costs. Formula... Show/Hide 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. Formula... Show/Hide 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	The percentage of the project's total budget amount used by the combined total amount of 'Approved' Commitments, Commitment Change Orders, and Direct Costs. Formula... Show/Hide (Approved Commitments + Approved CCOs + Approved Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to 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 percentage. *
% of Budget Allocated to All Cost Objects	The percentage of the project's total budget amount used by the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs. Formula... Show/Hide (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.

Correspondence/Custom Tools... Show/Hide

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.

Owner Invoices... Show/Hide

Condition	Definition
Net Amount Billed This Period	The amount billed before taxes.
Gross Amount Bill This Period	The amount billed after taxes.

Prime Contracts... Show/Hide

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.
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.

Prime Contract Change Orders... Show/Hide

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.
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.

Subcontractor Invoices... Show/Hide

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:

Voir également

Quand les notifications par courriel sont-elles envoyées pour les flux de travail libre-service?